Banco Santander S.A. Has $9.71 Million Position in Johnson & Johnson $JNJ

Banco Santander S.A. decreased its holdings in shares of Johnson & Johnson (NYSE:JNJ) by 4.1% during the 3rd quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The fund owned 52,366 shares of the company’s stock after selling 2,266 shares during the quarter. Banco Santander S.A.’s holdings in Johnson & Johnson were worth $9,710,000 as of its most recent SEC filing.

Several other institutional investors and hedge funds have also modified their holdings of the business. AustralianSuper Pty Ltd lifted its position in Johnson & Johnson by 632.0% during the 3rd quarter. AustralianSuper Pty Ltd now owns 89,183 shares of the company’s stock valued at $16,536,000 after purchasing an additional 77,000 shares during the period. J.W. Cole Advisors Inc. raised its stake in shares of Johnson & Johnson by 2.2% during the third quarter. J.W. Cole Advisors Inc. now owns 130,934 shares of the company’s stock worth $24,278,000 after buying an additional 2,769 shares during the last quarter. Guinness Asset Management LTD lifted its holdings in Johnson & Johnson by 0.4% in the third quarter. Guinness Asset Management LTD now owns 1,383,195 shares of the company’s stock valued at $251,216,000 after buying an additional 5,994 shares during the period. Treasurer of the State of North Carolina boosted its stake in Johnson & Johnson by 8.3% in the second quarter. Treasurer of the State of North Carolina now owns 1,234,945 shares of the company’s stock valued at $188,638,000 after acquiring an additional 94,957 shares during the last quarter. Finally, National Pension Service raised its position in shares of Johnson & Johnson by 3.2% during the 3rd quarter. National Pension Service now owns 4,926,569 shares of the company’s stock valued at $913,484,000 after acquiring an additional 151,707 shares during the last quarter. Institutional investors and hedge funds own 69.55% of the company’s stock.

Wall Street Analyst Weigh In

A number of equities research analysts recently commented on JNJ shares. Weiss Ratings reaffirmed a “buy (b)” rating on shares of Johnson & Johnson in a research note on Wednesday, January 28th. Rothschild & Co Redburn upped their price target on Johnson & Johnson from $180.00 to $210.00 and gave the company a “neutral” rating in a research note on Thursday, February 19th. Scotiabank reissued an “outperform” rating on shares of Johnson & Johnson in a research note on Thursday, January 22nd. Leerink Partners increased their target price on shares of Johnson & Johnson from $201.00 to $232.00 and gave the stock a “market perform” rating in a report on Thursday, January 22nd. Finally, Barclays boosted their price target on shares of Johnson & Johnson from $197.00 to $217.00 and gave the company an “equal weight” rating in a report on Tuesday, December 30th. One research analyst has rated the stock with a Strong Buy rating, seventeen have given a Buy rating and nine have issued a Hold rating to the company. According to data from MarketBeat, the stock has a consensus rating of “Moderate Buy” and a consensus target price of $232.70.

More Johnson & Johnson News

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%

Johnson & Johnson stock opened at $248.81 on Friday. The company has a 50 day moving average of $224.67 and a 200-day moving average of $201.61. The company has a quick ratio of 0.77, a current ratio of 1.03 and a debt-to-equity ratio of 0.48. Johnson & Johnson has a twelve month low of $141.50 and a twelve month high of $248.94. The stock 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.

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

Johnson & Johnson Dividend Announcement

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

Insider Buying and Selling

In other news, EVP Vanessa Broadhurst sold 6,197 shares of Johnson & Johnson stock in a transaction that occurred on Tuesday, February 17th. The shares were sold at an average price of $243.39, for a total value of $1,508,287.83. Following the sale, the executive vice president directly owned 23,003 shares in the company, valued at $5,598,700.17. This trade represents a 21.22% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available at the SEC website. Also, EVP Timothy Schmid sold 1,322 shares of the stock in a transaction on Friday, February 20th. The stock was sold at an average price of $245.66, for a total transaction of $324,762.52. Following the transaction, the executive vice president owned 25,447 shares of the company’s stock, valued at $6,251,310.02. The trade was a 4.94% decrease in their position. The SEC filing for this sale provides additional information. In the last three months, insiders sold 30,142 shares of company stock worth $7,360,528. 0.16% of the stock is owned by insiders.

Johnson & Johnson Company 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.