Johnson & Johnson $JNJ Shares Bought by Empirical Asset Management LLC

Empirical Asset Management LLC grew its holdings in Johnson & Johnson (NYSE:JNJ) by 80.7% during the third quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The firm owned 9,582 shares of the company’s stock after acquiring an additional 4,280 shares during the period. Empirical Asset Management LLC’s holdings in Johnson & Johnson were worth $1,777,000 as of its most recent SEC filing.

Other large investors have also recently added to or reduced their stakes in the company. Abich Financial Wealth Management LLC purchased a new stake in shares of Johnson & Johnson during the 3rd quarter valued at about $26,000. Clayton Financial Group LLC acquired a new stake in Johnson & Johnson in the third quarter valued at approximately $28,000. Evolution Wealth Management Inc. purchased a new stake in shares of Johnson & Johnson during the second quarter valued at approximately $27,000. Semmax Financial Advisors Inc. lifted its position in shares of Johnson & Johnson by 55.0% during the second quarter. Semmax Financial Advisors Inc. now owns 203 shares of the company’s stock worth $31,000 after purchasing an additional 72 shares in the last quarter. Finally, Compass Financial Services Inc boosted its stake in shares of Johnson & Johnson by 707.1% in the third quarter. Compass Financial Services Inc now owns 226 shares of the company’s stock valued at $42,000 after purchasing an additional 198 shares during the period. 69.55% of the stock is currently owned by institutional investors and hedge funds.

Johnson & Johnson News Summary

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

• Positive Sentiment: Regulatory/clinical catalyst — J&J submitted an sBLA for IMAAVY (nipocalimab) seeking the first FDA‑approved therapy for warm autoimmune hemolytic anemia, supported by positive pivotal ENERGY trial results; an approval would add a new, high‑value orphan indication. Johnson & Johnson seeks FDA approval of IMAAVY (PR Newswire)
• Positive Sentiment: Strategic growth story — coverage notes J&J’s pivot to high‑margin MedTech, strong oncology momentum (Darzalex) and Tremfya data, and a roadmap to ~$100B revenue — a narrative that supports multiple buyers seeking defensive growth and yield. Boring Is Beautiful: Why Johnson & Johnson Is Beating the Tech Sector
• Positive Sentiment: Clinical durability for key immunology franchise — new three‑year TREMFYA ulcerative colitis data showing sustained outcomes bolsters confidence in J&J’s ability to offset older drug losses with high‑growth franchises. Johnson & Johnson presents three-year TREMFYA data (MSN)
• Neutral Sentiment: Dividend mechanics — the stock recently went ex‑dividend (quarterly $1.30), a technical event that can create short‑term price movement unrelated to fundamentals; income investors may view dips as buying opportunities. Boring Is Beautiful: Why Johnson & Johnson Is Beating the Tech Sector
• Neutral Sentiment: Mixed market signals — analyst notes and options activity are generally upbeat but varied; some price targets have been raised while other coverage is cautious, so near‑term volatility may persist. Wall Street Bulls Look Optimistic About Johnson & Johnson (Zacks)
• Negative Sentiment: Legal overhang — Bayer filed a lawsuit against J&J/Janssen over marketing claims tied to a prostate cancer drug, introducing potential reputational and litigation risk for the biotech unit (timing and financial exposure are uncertain). Bayer files lawsuit against Johnson & Johnson, Janssen Biotech (Reuters)
• Negative Sentiment: Insider selling — EVP Timothy Schmid disclosed recent sales (Form 4 filings), which some investors interpret as profit‑taking and can weigh on sentiment despite being routine. SEC filing: Form 4 (Insider Sale)

Analyst Upgrades and Downgrades

JNJ has been the topic of several analyst reports. Sanford C. Bernstein boosted their price objective on shares of Johnson & Johnson from $208.00 to $225.00 and gave the stock a “market perform” rating in a report on Friday, January 23rd. Loop Capital set a $220.00 target price on Johnson & Johnson in a research report on Tuesday, January 27th. HSBC boosted their price target on Johnson & Johnson from $240.00 to $265.00 and gave the stock a “buy” rating in a research note on Friday, January 30th. Daiwa Securities Group lifted their price objective on Johnson & Johnson from $203.00 to $237.00 and gave the stock an “outperform” rating in a report on Thursday, January 29th. Finally, Scotiabank reaffirmed an “outperform” rating on shares of Johnson & Johnson in a research report on Thursday, January 22nd. One analyst has rated the stock with a Strong Buy rating, seventeen have assigned a Buy rating and nine have assigned a Hold rating to the company’s stock. According to MarketBeat.com, the company presently has an average rating of “Moderate Buy” and an average target price of $232.70.

Johnson & Johnson Trading Up 0.2%

Shares of NYSE JNJ opened at $246.21 on Wednesday. The company has a quick ratio of 0.77, a current ratio of 1.03 and a debt-to-equity ratio of 0.48. The stock’s 50 day moving average price is $222.42 and its two-hundred day moving average price is $200.48. Johnson & Johnson has a 52-week low of $141.50 and a 52-week high of $247.25. The stock has a market capitalization of $593.35 billion, a P/E ratio of 22.28, a PEG ratio of 2.39 and a beta of 0.35.

Johnson & Johnson (NYSE:JNJ) last issued its quarterly earnings results on Saturday, January 31st. The company reported $2.46 earnings per share for the quarter. The business had revenue of $24.28 billion during the quarter. Johnson & Johnson had a return on equity of 33.04% and a net margin of 28.46%. On average, analysts anticipate that Johnson & Johnson will post 10.58 earnings per share for the current fiscal year.

Johnson & Johnson Dividend Announcement

The firm also recently declared a quarterly dividend, which will be paid on Tuesday, March 10th. Stockholders of record on Tuesday, February 24th will be given a $1.30 dividend. This represents a $5.20 dividend on an annualized basis and a dividend yield of 2.1%. The ex-dividend date is Tuesday, February 24th. Johnson & Johnson’s dividend payout ratio (DPR) is presently 47.06%.

Insider Activity

In related news, EVP Timothy Schmid sold 22,623 shares of the business’s stock in a transaction dated Wednesday, February 18th. The shares were sold at an average price of $244.33, for a total transaction of $5,527,477.59. Following the completion of the sale, the executive vice president owned 26,769 shares of the company’s stock, valued at $6,540,469.77. This represents a 45.80% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this hyperlink. Also, EVP Vanessa Broadhurst sold 6,197 shares of the firm’s stock in a transaction dated Tuesday, February 17th. The stock was sold at an average price of $243.39, for a total transaction of $1,508,287.83. Following the completion of the transaction, the executive vice president directly owned 23,003 shares in the company, valued at $5,598,700.17. This represents a 21.22% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold a total of 30,142 shares of company stock valued at $7,360,528 over the last ninety days. Company insiders own 0.16% of the company’s stock.

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.