American Century Companies Inc. Cuts Holdings in Johnson & Johnson $JNJ

American Century Companies Inc. decreased its position in Johnson & Johnson (NYSE:JNJ) by 33.5% in the 3rd quarter, according to the company in its most recent 13F filing with the SEC. The fund owned 4,481,285 shares of the company’s stock after selling 2,260,510 shares during the period. Johnson & Johnson accounts for 0.4% of American Century Companies Inc.’s investment portfolio, making the stock its 19th biggest holding. American Century Companies Inc. owned 0.19% of Johnson & Johnson worth $830,920,000 at the end of the most recent quarter.

A number of other hedge funds and other institutional investors have also recently modified their holdings of JNJ. Brighton Jones LLC increased its holdings in Johnson & Johnson by 13.9% during the fourth quarter. Brighton Jones LLC now owns 51,876 shares of the company’s stock worth $7,502,000 after buying an additional 6,332 shares during the last quarter. United Bank grew its position in shares of Johnson & Johnson by 110.7% during the 1st quarter. United Bank now owns 9,279 shares of the company’s stock valued at $1,539,000 after acquiring an additional 4,876 shares during the period. Sivia Capital Partners LLC grew its position in shares of Johnson & Johnson by 13.4% during the 2nd quarter. Sivia Capital Partners LLC now owns 5,863 shares of the company’s stock valued at $896,000 after acquiring an additional 692 shares during the period. Wealth Group Ltd. raised its holdings in shares of Johnson & Johnson by 12.8% in the 2nd quarter. Wealth Group Ltd. now owns 1,482 shares of the company’s stock worth $226,000 after purchasing an additional 168 shares during the period. Finally, Matrix Asset Advisors Inc. NY lifted its stake in Johnson & Johnson by 6.5% in the second quarter. Matrix Asset Advisors Inc. NY now owns 3,595 shares of the company’s stock valued at $549,000 after purchasing an additional 220 shares during the last quarter. Hedge funds and other institutional investors own 69.55% of the company’s stock.

Analyst Ratings Changes

A number of analysts have issued reports on JNJ shares. UBS Group reissued a “buy” rating on shares of Johnson & Johnson in a research report on Monday, January 5th. Loop Capital set a $220.00 price target on Johnson & Johnson in a research note on Tuesday, January 27th. BMO Capital Markets restated an “outperform” rating on shares of Johnson & Johnson in a research note on Thursday, December 11th. Barclays increased their target price on shares of Johnson & Johnson from $197.00 to $217.00 and gave the stock an “equal weight” rating in a research report on Tuesday, December 30th. Finally, Rothschild & Co Redburn boosted their price target on shares of Johnson & Johnson from $180.00 to $210.00 and gave the company a “neutral” rating in a research report on Thursday, February 19th. One investment analyst has rated the stock with a Strong Buy rating, seventeen have assigned a Buy rating and nine have given a Hold rating to the stock. Based on data from MarketBeat, Johnson & Johnson has a consensus rating of “Moderate Buy” and an average price target of $232.70.

Trending Headlines about Johnson & Johnson

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

• Positive Sentiment: Early clinical data: Preliminary Phase 1b results for pasritamig (JNJ‑78278343) combined with docetaxel showed deep PSA responses, a safety profile consistent with docetaxel alone, and plans to advance into Phase 3 — a clear pipeline positive if confirmed. Early study results from Johnson & Johnson show promising antitumor activity with combination of pasritamig and docetaxel in advanced prostate cancer
• Positive Sentiment: Pipeline progress & R&D headlines are reinforcing investor confidence in growth beyond legacy products — additional coverage highlights antitumor activity and R&D milestones, supporting longer-term revenue upside. Early study results from Johnson & Johnson show promising antitumor activity with combination of pasritamig and docetaxel in advanced prostate cancer
• Positive Sentiment: Momentum and technicals: Analysts and commentary note JNJ is up ~38% over six months and has traded consistently above its 50- and 200-day SMAs — this supports momentum-driven buying and ETF/quant inflows. J&J Stock Up 38% in 6 Months: Should You Buy, Sell or Hold?
• Positive Sentiment: Defensive appeal: Published investor pieces emphasize JNJ’s diversified healthcare exposure and reliable dividend, making it attractive in risk-off environments — supporting demand as markets wobble. 2 Reasons I’d Happily Hold Johnson & Johnson Through Any Market Crash
• Neutral Sentiment: Market outperformance note: Coverage flagged that JNJ advanced while the broader market declined today — helpful context for flows but not a fundamental driver by itself. Johnson & Johnson (JNJ) Advances While Market Declines: Some Information for Investors
• Negative Sentiment: Litigation risk resurfacing: A Philadelphia jury ordered damages in a talc-related ovarian cancer case — the first plaintiff win since litigation recommenced — reviving product-liability exposure after prior bankruptcy strategies were curtailed. This increases headline and reserve risk. Johnson And Johnson Faces Fresh Talc Verdict As Pipeline Story Evolves
• Negative Sentiment: Regulatory / competitor legal pressure: Bayer has filed a separate lawsuit related to marketing practices for a prostate cancer drug — adds uncertainty and potential costs. Johnson And Johnson Faces Fresh Talc Verdict As Pipeline Story Evolves

Johnson & Johnson Stock Up 2.2%

Shares of NYSE:JNJ opened at $248.81 on Friday. The firm has a market capitalization of $599.60 billion, a PE ratio of 22.52, a price-to-earnings-growth ratio of 2.36 and a beta of 0.35. 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 52-week low of $141.50 and a 52-week high of $248.94. The firm has a fifty day moving average of $224.67 and a 200 day moving average of $201.61.

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

Johnson & Johnson Dividend Announcement

The company also recently announced a quarterly dividend, which will be paid on Tuesday, March 10th. Shareholders of record on Tuesday, February 24th will be paid a $1.30 dividend. The ex-dividend date of this dividend is Tuesday, February 24th. This represents a $5.20 annualized dividend and a yield of 2.1%. Johnson & Johnson’s dividend payout ratio is currently 47.06%.

Insider Buying and Selling

In other news, EVP Timothy Schmid sold 22,623 shares of the business’s stock in a transaction that occurred on Wednesday, February 18th. The shares were sold at an average price of $244.33, for a total value of $5,527,477.59. Following the completion of the sale, the executive vice president directly owned 26,769 shares in the company, valued at approximately $6,540,469.77. The trade was a 45.80% decrease in their position. The sale was disclosed in a legal filing with the SEC, which can be accessed through this hyperlink. Also, EVP Vanessa Broadhurst sold 6,197 shares of the company’s stock in a transaction on Tuesday, February 17th. The shares were sold at an average price of $243.39, for a total transaction of $1,508,287.83. Following the completion of the sale, the executive vice president directly owned 23,003 shares of the company’s stock, valued at $5,598,700.17. This trade represents a 21.22% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold 30,142 shares of company stock worth $7,360,528 over the last quarter. 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.