Gradient Investments LLC reduced its holdings in Johnson & Johnson (NYSE:JNJ – Free Report) by 33.3% during the 4th quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 151,862 shares of the company’s stock after selling 75,687 shares during the period. Gradient Investments LLC’s holdings in Johnson & Johnson were worth $31,428,000 as of its most recent filing with the Securities and Exchange Commission.
A number of other institutional investors also recently bought and sold shares of the company. Norges Bank purchased a new stake in shares of Johnson & Johnson in the 2nd quarter valued at approximately $4,877,174,000. Laurel Wealth Advisors LLC raised its position in shares of Johnson & Johnson by 15,040.6% during the 2nd quarter. Laurel Wealth Advisors LLC now owns 7,420,699 shares of the company’s stock valued at $1,133,512,000 after buying an additional 7,371,687 shares during the period. Capital International Investors lifted its holdings in Johnson & Johnson by 545.6% in the third quarter. Capital International Investors now owns 3,865,050 shares of the company’s stock valued at $716,657,000 after acquiring an additional 3,266,354 shares during the last quarter. Amundi grew its position in Johnson & Johnson by 19.3% in the third quarter. Amundi now owns 13,354,936 shares of the company’s stock worth $2,512,719,000 after acquiring an additional 2,163,838 shares during the period. Finally, Marshall Wace LLP increased its stake in Johnson & Johnson by 126.3% during the third quarter. Marshall Wace LLP now owns 3,584,162 shares of the company’s stock worth $664,575,000 after acquiring an additional 2,000,609 shares during the last quarter. 69.55% of the stock is owned by hedge funds and other institutional investors.
Johnson & Johnson News Roundup
Here are the key news stories impacting Johnson & Johnson this week:
- Positive Sentiment: Phase 1 intravesical delivery of erdafitinib in non‑muscle invasive bladder cancer reported high (≈89%) response rates and durable complete responses with a favorable safety profile — a meaningful clinical readout that could expand J&J’s oncology opportunity if confirmed in later trials. Johnson & Johnson (JNJ) Advances Bladder Cancer Treatment with 89% Response Rate
- Positive Sentiment: FDA cleared the TECNIS PureSee intraocular lens (extended depth‑of‑focus option) — expands J&J’s cataract/vision portfolio and supports procedure revenue growth in ophthalmology. Device approvals tend to drive steady, low‑volatility revenue additions. Johnson & Johnson Targets Procedure Growth With Bladder Cancer And Vision Advances
- Positive Sentiment: Company is pursuing oncology expansion with new trials and delivery technologies, underscoring management’s focus on growing the oncology franchise over time. This supports longer‑term sales and pipeline value. Johnson And Johnson (NYSE:JNJ) Targets Oncology Growth Through New Trial Russell 1000
- Positive Sentiment: Collaboration/clinical partnering moves (e.g., work with Protagonist) aim to broaden immunology/dermatology and compete with established products like Skyrizi — potential upside if programs advance. Protagonist Partners With Johnson & Johnson To Compete With AbbVie’s Skyrizi
- Neutral Sentiment: Technically, JNJ has traded above its 50‑ and 200‑day moving averages for months, which many investors view as bullish momentum — may support demand absent new negatives. J&J Stock Trading Above 200- & 50-Day SMA for 8 Months: Time to Buy?
- Neutral Sentiment: Analyst/ broker commentary and ratings pieces are circulating; these can influence intraday flows but don’t change fundamentals unless accompanied by guidance or material news. Brokers Suggest Investing in Johnson & Johnson (JNJ): Read This Before Placing a Bet
- Neutral Sentiment: Former J&J oncology executive Craig Tendler moving to TuHURA is being reported; as he is already a former head, immediate operational impact at J&J appears limited. Craig Tendler, M.D., JNJ’s Former Global Head of Oncology Clinical Development, to Lead TuHURA Bioscience’s VISTA Program in AML and other Blood Related Cancers
- Negative Sentiment: Analyst pieces also flag ongoing patent and legal risks (historical and potential future litigation) that remain a valuation overhang and could spur downside if developments accelerate. J&J Stock Trading Above 200- & 50-Day SMA for 8 Months: Time to Buy?
Insider Buying and Selling at Johnson & Johnson
Johnson & Johnson Stock Performance
Shares of Johnson & Johnson stock opened at $235.03 on Wednesday. The business has a 50-day simple moving average of $236.15 and a 200-day simple moving average of $209.61. The company has a debt-to-equity ratio of 0.48, a quick ratio of 0.77 and a current ratio of 1.03. Johnson & Johnson has a one year low of $141.50 and a one year high of $251.71. The company has a market cap of $566.09 billion, a PE ratio of 21.27, a P/E/G ratio of 2.32 and a beta of 0.34.
Johnson & Johnson (NYSE:JNJ – Get Free Report) last issued its earnings results on Saturday, January 31st. The company reported $2.46 earnings per share for the quarter. Johnson & Johnson had a net margin of 28.46% and a return on equity of 33.04%. The firm had revenue of $24.28 billion for the quarter. On average, equities research analysts forecast that Johnson & Johnson will post 10.58 EPS for the current fiscal year.
Johnson & Johnson Announces Dividend
The company also recently disclosed a quarterly dividend, which was paid on Tuesday, March 10th. Stockholders of record on Tuesday, February 24th were issued a $1.30 dividend. This represents a $5.20 dividend on an annualized basis and a dividend yield of 2.2%. The ex-dividend date was Tuesday, February 24th. Johnson & Johnson’s dividend payout ratio (DPR) is presently 47.06%.
Analyst Ratings Changes
Several analysts recently issued reports on JNJ shares. Barclays boosted their price objective on shares of Johnson & Johnson from $217.00 to $234.00 and gave the company an “equal weight” rating in a report on Thursday, March 19th. Loop Capital set a $220.00 price target on shares of Johnson & Johnson in a research report on Tuesday, January 27th. Wolfe Research boosted their price target on shares of Johnson & Johnson from $225.00 to $240.00 and gave the company an “outperform” rating in a research note on Monday, January 5th. The Goldman Sachs Group restated a “buy” rating and issued a $250.00 price objective on shares of Johnson & Johnson in a report on Thursday, January 22nd. Finally, TD Cowen lifted their target price on shares of Johnson & Johnson from $222.00 to $250.00 and gave the company a “buy” rating in a report on Thursday, January 22nd. One research analyst has rated the stock with a Strong Buy rating, seventeen have issued a Buy rating and nine have given a Hold rating to the company. According to MarketBeat, the company currently has an average rating of “Moderate Buy” and an average target price of $236.91.
Check Out Our Latest Report on JNJ
Johnson & Johnson Profile
Johnson & Johnson is a multinational healthcare company headquartered in New Brunswick, New Jersey, that develops, manufactures and markets a broad range of products across pharmaceuticals, medical devices and previously consumer health. Founded in 1886 by the Johnson family, the company has grown into a global healthcare organization with operations and sales in many countries around the world.
The company’s pharmaceuticals business, organized largely under its Janssen research and development organization, focuses on prescription medicines across therapeutic areas such as immunology, infectious disease, oncology and neuroscience.
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