BDF Gestion Sells 5,088 Shares of Johnson & Johnson $JNJ

BDF Gestion cut its stake in Johnson & Johnson (NYSE:JNJ) by 17.2% during the 3rd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund owned 24,468 shares of the company’s stock after selling 5,088 shares during the period. BDF Gestion’s holdings in Johnson & Johnson were worth $4,537,000 at the end of the most recent quarter.

Several other hedge funds have also recently added to or reduced their stakes in the company. Evolution Wealth Management Inc. acquired a new stake in shares of Johnson & Johnson during the second quarter worth $27,000. Semmax Financial Advisors Inc. boosted its position in Johnson & Johnson by 55.0% during the second quarter. Semmax Financial Advisors Inc. now owns 203 shares of the company’s stock valued at $31,000 after acquiring an additional 72 shares during the last quarter. GFG Capital LLC bought a new position in shares of Johnson & Johnson in the 2nd quarter worth about $35,000. 1248 Management LLC acquired a new position in shares of Johnson & Johnson in the 1st quarter valued at about $48,000. Finally, Vermillion & White Wealth Management Group LLC boosted its position in shares of Johnson & Johnson by 66.4% during the 2nd quarter. Vermillion & White Wealth Management Group LLC now owns 376 shares of the company’s stock valued at $57,000 after purchasing an additional 150 shares in the last quarter. Institutional investors own 69.55% of the company’s stock.

Johnson & Johnson Stock Down 0.9%

Johnson & Johnson stock opened at $206.49 on Friday. The firm has a market capitalization of $497.49 billion, a price-to-earnings ratio of 19.93, a price-to-earnings-growth ratio of 2.24 and a beta of 0.36. The firm’s fifty day moving average price is $198.10 and its two-hundred day moving average price is $179.19. Johnson & Johnson has a 1-year low of $140.68 and a 1-year high of $215.18. The company has a current ratio of 1.07, a quick ratio of 0.80 and a debt-to-equity ratio of 0.50.

Johnson & Johnson (NYSE:JNJ) last posted its earnings results on Wednesday, August 30th. The company reported $2.26 earnings per share for the quarter. The company had revenue of $24.02 billion for the quarter. Johnson & Johnson had a net margin of 27.26% and a return on equity of 32.73%. On average, equities research analysts predict that Johnson & Johnson will post 10.58 earnings per share for the current fiscal year.

Johnson & Johnson Dividend Announcement

The business also recently announced a quarterly dividend, which was paid on Tuesday, December 9th. Investors of record on Tuesday, November 25th were given a dividend of $1.30 per share. The ex-dividend date of this dividend was Tuesday, November 25th. This represents a $5.20 annualized dividend and a dividend yield of 2.5%. Johnson & Johnson’s payout ratio is presently 50.19%.

Analyst Ratings Changes

Several equities analysts have issued reports on the company. Guggenheim boosted their price target on Johnson & Johnson from $206.00 to $227.00 and gave the company a “buy” rating in a research note on Friday, December 5th. Cowen reiterated a “buy” rating on shares of Johnson & Johnson in a research report on Tuesday, October 14th. Loop Capital set a $190.00 price target on shares of Johnson & Johnson in a report on Wednesday, October 22nd. BMO Capital Markets reaffirmed an “outperform” rating on shares of Johnson & Johnson in a research note on Thursday, December 11th. Finally, Wall Street Zen raised shares of Johnson & Johnson from a “hold” rating to a “buy” rating in a research report on Saturday, September 13th. Four equities research analysts have rated the stock with a Strong Buy rating, fourteen have given a Buy rating and nine have issued a Hold rating to the stock. According to MarketBeat.com, the company presently has a consensus rating of “Moderate Buy” and an average price target of $210.25.

Key Johnson & Johnson News

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

• Positive Sentiment: FDA approves a subcutaneous version of Rybrevant (amivantamab) that reduces administration time from hours to minutes for EGFR‑mutated NSCLC — this materially improves patient convenience, may raise uptake vs. IV therapy and supports long‑term revenue potential for JNJ’s lung‑cancer franchise. J&J Wins FDA Nod for Subcutaneous Version of NSCLC Drug Rybrevant
• Positive Sentiment: FDA clears RYBREVANT FASPRO (amivantamab + hyaluronidase) as the first subcutaneous therapy across Rybrevant indications, enabling much shorter, simpler first‑line regimens when combined with LAZCLUZE — a regulatory win that supports commercial uptake and margins. U.S. FDA Approval of RYBREVANT FASPRO
• Positive Sentiment: JNJ’s MedTech unit won FDA clearance for the TRUFILL n‑BCA liquid embolic system to treat symptomatic chronic subdural hematoma (cSDH), expanding neurovascular indications and supporting device revenue growth. Johnson & Johnson Receives FDA Approval for TRUFILL n‑BCA
• Positive Sentiment: Media and investor sentiment is bullish: Jim Cramer highlighted JNJ’s oncology momentum and broader rotation into healthcare/defensive names, which can drive retail interest and support multiple expansion. Jim Cramer Couldn’t Stop Gushing About Johnson & Johnson (JNJ)’s Cancer Drugs
• Neutral Sentiment: Analyst/valuation commentary argues JNJ’s premium multiple is supported by accelerating growth and portfolio mix; useful context for longer‑term positioning but less likely to move near‑term price. Johnson and Johnson: Valuation Premium Justified By Accelerating Growth
• Neutral Sentiment: Macro note: rate cuts and dividend‑friendly ETF flows (e.g., mentions in MarketBeat pieces) can support demand for high‑quality dividend payers like JNJ, but impact is gradual. Rate Cuts Make These 3 Income ETFs More Attractive Than Ever
• Negative Sentiment: Near‑term pullback likely driven by profit‑taking after a large YTD move (shares are up significantly year‑to‑date); heavy volume suggests short‑term selling pressure despite positive catalysts.

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.