Perpetual Ltd Sells 4,180 Shares of Johnson & Johnson $JNJ

Perpetual Ltd trimmed its holdings in shares of Johnson & Johnson (NYSE:JNJ) by 10.8% in the third quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 34,430 shares of the company’s stock after selling 4,180 shares during the period. Perpetual Ltd’s holdings in Johnson & Johnson were worth $6,384,000 as of its most recent SEC filing.

A number of other institutional investors and hedge funds also recently bought and sold shares of JNJ. Evolution Wealth Management Inc. bought a new position in shares of Johnson & Johnson in the second quarter valued at about $27,000. Semmax Financial Advisors Inc. raised its stake in shares of Johnson & Johnson by 55.0% in the second quarter. Semmax Financial Advisors Inc. now owns 203 shares of the company’s stock worth $31,000 after acquiring an additional 72 shares during the last quarter. GFG Capital LLC acquired a new position in shares of Johnson & Johnson during the second quarter worth approximately $35,000. 1248 Management LLC bought a new stake in shares of Johnson & Johnson during the first quarter valued at approximately $48,000. Finally, Vermillion & White Wealth Management Group LLC increased its holdings in shares of Johnson & Johnson by 66.4% in the second 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 and hedge funds own 69.55% of the company’s stock.

Wall Street Analysts Forecast Growth

JNJ has been the topic of a number of recent research reports. UBS Group increased their price objective on Johnson & Johnson from $190.00 to $214.00 and gave the company a “buy” rating in a research report on Tuesday, October 14th. Weiss Ratings reiterated a “buy (b)” rating on shares of Johnson & Johnson in a report on Friday, October 31st. Raymond James Financial boosted their price objective on Johnson & Johnson from $174.00 to $209.00 and gave the stock an “outperform” rating in a report on Wednesday, October 15th. Sanford C. Bernstein raised their target price on shares of Johnson & Johnson from $172.00 to $193.00 and gave the company a “market perform” rating in a research note on Monday, October 6th. Finally, Citigroup boosted their price target on shares of Johnson & Johnson from $215.00 to $232.00 and gave the stock a “buy” rating in a research note on Thursday, December 11th. Four investment analysts have rated the stock with a Strong Buy rating, fourteen have assigned a Buy rating and nine have assigned a Hold rating to the company’s stock. According to data from MarketBeat, the stock currently has an average rating of “Moderate Buy” and an average target price of $210.25.

Johnson & Johnson Stock Performance

Shares of JNJ stock opened at $206.49 on Monday. The stock has a market cap of $497.49 billion, a PE ratio of 19.93, a price-to-earnings-growth ratio of 2.24 and a beta of 0.36. The stock has a 50-day moving average of $198.10 and a 200-day moving average of $179.38. The company has a debt-to-equity ratio of 0.50, a current ratio of 1.07 and a quick ratio of 0.80. Johnson & Johnson has a one year low of $140.68 and a one year high of $215.18.

Johnson & Johnson (NYSE:JNJ) last issued its quarterly earnings data on Wednesday, August 30th. The company reported $2.26 earnings per share (EPS) for the quarter. Johnson & Johnson had a net margin of 27.26% and a return on equity of 32.73%. The firm had revenue of $24.02 billion during the quarter. As a group, sell-side analysts expect that Johnson & Johnson will post 10.58 earnings per share for the current year.

Johnson & Johnson Dividend Announcement

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

Key Stores Impacting Johnson & Johnson

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.