MassMutual Private Wealth & Trust FSB Has $45.30 Million Stock Holdings in Johnson & Johnson $JNJ

MassMutual Private Wealth & Trust FSB trimmed its position in shares of Johnson & Johnson (NYSE:JNJ) by 3.7% in the 2nd quarter, Holdings Channel.com reports. The fund owned 178,349 shares of the company’s stock after selling 6,912 shares during the quarter. Johnson & Johnson comprises about 1.2% of MassMutual Private Wealth & Trust FSB’s holdings, making the stock its 19th biggest position. MassMutual Private Wealth & Trust FSB’s holdings in Johnson & Johnson were worth $45,295,000 as of its most recent SEC filing.

A number of other hedge funds and other institutional investors also recently made changes to their positions in the company. Blueline Advisors LLC bought a new stake in Johnson & Johnson in the fourth quarter worth approximately $25,000. Cresta Advisors Ltd. acquired a new stake in Johnson & Johnson in the 4th quarter worth approximately $26,000. DecisionPoint Financial LLC boosted its holdings in Johnson & Johnson by 104.2% during the fourth quarter. DecisionPoint Financial LLC now owns 147 shares of the company’s stock valued at $30,000 after acquiring an additional 75 shares during the period. Family CFO Inc bought a new stake in Johnson & Johnson during the 4th quarter valued at approximately $31,000. Finally, Bay Harbor Wealth Management LLC increased its position in Johnson & Johnson by 49.0% in the 4th quarter. Bay Harbor Wealth Management LLC now owns 149 shares of the company’s stock worth $31,000 after buying an additional 49 shares during the period. 69.55% of the stock is owned by hedge funds and other institutional investors.

Key Stories Impacting Johnson & Johnson

Here are the key news stories impacting Johnson & Johnson this week:

• Positive Sentiment: Johnson & Johnson received FDA authorization for OTTAVA, its robotic-assisted surgical system, and is preparing for market introduction. Management discussed the system’s design, potential operating-room benefits and commercialization plans, creating a potential new growth platform beyond JNJ’s established pharmaceutical and medical-device businesses. Johnson & Johnson Discusses FDA Authorization and Market Introduction of OTTAVA Robotic Surgical System
• Positive Sentiment: Commentary from Jim Cramer characterized OTTAVA’s FDA milestone as a catalyst that improved sentiment toward JNJ after investors initially underappreciated the company’s strong earnings report. The assessment is opinion-based, but it reflects increased visibility for the robotics opportunity. Jim Cramer Analyzes Johnson & Johnson After Surgical Robotics Milestone
• Positive Sentiment: Johnson & Johnson’s oncology business delivered strong second-quarter growth, supported by Darzalex, Erleada and newer cancer treatments. Continued oncology momentum could help offset mature-product pressure and support long-term earnings growth. J&J’s Strong Q2 Oncology Performance Fuels Future Growth Hopes
• Positive Sentiment: Wells Fargo raised its JNJ price target from $272 to $282 and maintained an “overweight” rating, signaling confidence in the company’s earnings outlook and growth initiatives. Wells Fargo Price Target Update
• Positive Sentiment: Reports also highlighted a roughly $3.5 billion biotech transaction or strategic move that expands JNJ’s oncology pipeline, potentially strengthening its future pharmaceutical portfolio. Johnson & Johnson Oncology Pipeline Expansion
• Neutral Sentiment: Market coverage continues to present JNJ as a defensive, dividend-oriented value stock, particularly as technology shares weaken and healthcare attracts broader value-ETF inflows. This may support demand but is not a company-specific catalyst. The S&P 493 Are Staging a Comeback
• Negative Sentiment: OTTAVA must compete with robotic-surgery systems that entered the market earlier, so FDA authorization does not guarantee rapid adoption or meaningful near-term revenue. Investors may also view JNJ’s valuation as demanding after its strong run.

Insiders Place Their Bets

In related news, EVP Vanessa Broadhurst sold 23,054 shares of the firm’s stock in a transaction dated Monday, July 20th. The shares were sold at an average price of $251.27, for a total transaction of $5,792,778.58. Following the transaction, the executive vice president directly owned 23,003 shares of the company’s stock, valued at approximately $5,779,963.81. This trade represents a 50.06% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available through the SEC website. Also, EVP Kathryn E. Wengel sold 10,000 shares of Johnson & Johnson stock in a transaction on Thursday, June 11th. The shares were sold at an average price of $241.15, for a total value of $2,411,500.00. Following the completion of the transaction, the executive vice president directly owned 114,288 shares of the company’s stock, valued at $27,560,551.20. This represents a 8.05% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. 0.16% of the stock is currently owned by company insiders.

Analyst Upgrades and Downgrades

Several equities research analysts recently weighed in on JNJ shares. Citigroup increased their target price on shares of Johnson & Johnson from $285.00 to $298.00 and gave the company a “buy” rating in a research note on Wednesday, July 8th. Weiss Ratings upgraded shares of Johnson & Johnson from a “buy (b-)” rating to a “buy (b)” rating in a research note on Friday, July 24th. TD Cowen lifted their target price on shares of Johnson & Johnson from $250.00 to $300.00 and gave the company a “buy” rating in a research report on Monday, July 13th. The Goldman Sachs Group reissued a “buy” rating and issued a $282.00 price target on shares of Johnson & Johnson in a research report on Thursday, July 16th. Finally, JPMorgan Chase & Co. raised their price target on shares of Johnson & Johnson from $250.00 to $260.00 and gave the stock a “neutral” rating in a research note on Wednesday, April 15th. One investment analyst has rated the stock with a Strong Buy rating, eighteen have given a Buy rating and six have issued a Hold rating to the company. According to MarketBeat.com, the company presently has a consensus rating of “Moderate Buy” and a consensus price target of $267.48.

Johnson & Johnson Price Performance

JNJ opened at $254.54 on Tuesday. Johnson & Johnson has a 52 week low of $166.64 and a 52 week high of $274.90. The company has a debt-to-equity ratio of 0.44, a quick ratio of 0.81 and a current ratio of 1.09. The firm has a market capitalization of $613.41 billion, a PE ratio of 29.49, a P/E/G ratio of 2.43 and a beta of 0.24. The company has a fifty day moving average price of $246.25 and a two-hundred day moving average price of $238.80.

Johnson & Johnson (NYSE:JNJ) last announced its quarterly earnings results on Wednesday, July 15th. The company reported $2.90 earnings per share for the quarter, beating analysts’ consensus estimates of $2.84 by $0.06. The business had revenue of $25.31 billion for the quarter, compared to the consensus estimate of $25.06 billion. Johnson & Johnson had a net margin of 21.48% and a return on equity of 32.42%. Johnson & Johnson’s revenue for the quarter was up 6.6% on a year-over-year basis. During the same period last year, the company posted $2.77 EPS. Johnson & Johnson has set its FY 2026 guidance at 11.600-11.750 EPS. As a group, analysts anticipate that Johnson & Johnson will post 11.69 earnings per share for the current year.

Johnson & Johnson Announces Dividend

The company also recently declared a quarterly dividend, which will be paid on Tuesday, September 8th. Investors of record on Tuesday, August 25th will be paid a $1.34 dividend. The ex-dividend date is Tuesday, August 25th. This represents a $5.36 annualized dividend and a yield of 2.1%. Johnson & Johnson’s payout ratio is 62.11%.

About Johnson & Johnson

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.