Capital International Inc. CA Takes Position in Johnson & Johnson $JNJ

Capital International Inc. CA bought a new position in shares of Johnson & Johnson (NYSE:JNJ) in the 3rd quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The firm bought 32,298 shares of the company’s stock, valued at approximately $5,989,000.

A number of other large investors also recently added to or reduced their stakes in the business. Vanguard Group Inc. grew its holdings in Johnson & Johnson by 1.3% during the 2nd quarter. Vanguard Group Inc. now owns 237,047,859 shares of the company’s stock valued at $36,209,060,000 after buying an additional 3,085,180 shares in the last quarter. Geode Capital Management LLC boosted its position in shares of Johnson & Johnson by 2.1% during the second quarter. Geode Capital Management LLC now owns 60,609,476 shares of the company’s stock worth $9,227,988,000 after acquiring an additional 1,225,676 shares during the last quarter. Norges Bank bought a new position in shares of Johnson & Johnson during the second quarter worth $4,877,174,000. Bank of New York Mellon Corp grew its stake in Johnson & Johnson by 3.5% during the third quarter. Bank of New York Mellon Corp now owns 24,637,649 shares of the company’s stock valued at $4,568,313,000 after acquiring an additional 835,146 shares in the last quarter. Finally, Legal & General Group Plc increased its holdings in Johnson & Johnson by 2.8% in the 3rd quarter. Legal & General Group Plc now owns 19,450,064 shares of the company’s stock valued at $3,606,431,000 after acquiring an additional 532,790 shares during the last quarter. 69.55% of the stock is owned by hedge funds and other institutional investors.

Johnson & Johnson Stock Down 0.3%

Shares of NYSE JNJ opened at $243.06 on Thursday. The company has a current ratio of 1.03, a quick ratio of 0.77 and a debt-to-equity ratio of 0.48. Johnson & Johnson has a 12-month low of $141.50 and a 12-month high of $251.71. The firm’s 50-day moving average price is $230.52 and its 200-day moving average price is $205.54. The stock has a market capitalization of $585.75 billion, a price-to-earnings ratio of 22.00, a P/E/G ratio of 2.41 and a beta of 0.34.

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

Johnson & Johnson Dividend Announcement

The business also recently declared a quarterly dividend, which was paid on Tuesday, March 10th. Investors of record on Tuesday, February 24th were issued a dividend of $1.30 per share. This represents a $5.20 annualized dividend and a yield of 2.1%. The ex-dividend date was Tuesday, February 24th. Johnson & Johnson’s dividend payout ratio is presently 47.06%.

Analyst Ratings Changes

JNJ has been the subject of several research reports. Loop Capital set a $220.00 price objective on shares of Johnson & Johnson in a report on Tuesday, January 27th. UBS Group reiterated a “buy” rating on shares of Johnson & Johnson in a research report on Monday, January 5th. Royal Bank Of Canada raised their price target on Johnson & Johnson from $240.00 to $255.00 and gave the company an “outperform” rating in a report on Tuesday, February 3rd. TD Cowen lifted their price objective on Johnson & Johnson from $222.00 to $250.00 and gave the stock a “buy” rating in a research note on Thursday, January 22nd. Finally, Wells Fargo & Company upped their price objective on Johnson & Johnson from $230.00 to $240.00 and gave the stock an “overweight” rating in a report on Thursday, January 22nd. One research analyst has rated the stock with a Strong Buy rating, seventeen have issued a Buy rating and nine have issued a Hold rating to the company’s stock. According to MarketBeat.com, Johnson & Johnson currently has an average rating of “Moderate Buy” and a consensus price target of $235.91.

Insiders Place Their Bets

In other news, EVP Vanessa Broadhurst sold 6,197 shares of the stock in a transaction 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 owned 23,003 shares of the company’s stock, valued at approximately $5,598,700.17. This represents a 21.22% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which can be accessed through this link. Also, EVP Timothy Schmid sold 1,322 shares of the firm’s stock in a transaction dated Friday, February 20th. The stock was sold at an average price of $245.66, for a total transaction of $324,762.52. Following the completion of the sale, the executive vice president owned 25,447 shares of the company’s stock, valued at $6,251,310.02. This trade represents a 4.94% decrease in their position. The SEC filing for this sale provides additional information. Over the last 90 days, insiders sold 30,142 shares of company stock valued at $7,360,528. 0.16% of the stock is owned by corporate insiders.

More Johnson & Johnson News

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

• Positive Sentiment: FDA approval of TECVAYLI (teclistamab) plus DARZALEX FASPRO for relapsed/refractory multiple myeloma broadens J&J’s oncology offering and could accelerate uptake in earlier lines of therapy, supporting revenue growth expectations. Johnson & Johnson (JNJ) Announces the FDA Approval of TECVAYLI® plus DARZALEX FASPRO®
• Positive Sentiment: EU approval to expand Akeega’s use in BRCA‑mutated metastatic hormone‑sensitive prostate cancer increases the drug’s addressable market in Europe and should support oncology franchise sales. JNJ Gets EU Nod for Expanded Use of Akeega in Prostate Cancer
• Positive Sentiment: JNJ filed with the EMA to expand TECVAYLI monotherapy into earlier-line relapsed/refractory multiple myeloma after MajesTEC‑9 phase III data showing survival gains — a regulatory pathway that could materially extend TECVAYLI’s market. JNJ Seeks Label Expansion of Multiple Myeloma Drug Tecvayli in the EU
• Positive Sentiment: Citigroup raised its price target to $274 and kept a Buy rating, implying notable upside vs. current levels — analyst support that can help lift investor sentiment. Benzinga
• Neutral Sentiment: JNJ presented at Barclays’ Global Healthcare Conference (transcript available) — useful for management commentary on growth drivers but unlikely to move the stock by itself. Johnson & Johnson (JNJ) Presents at Barclays 28th Annual Global Healthcare Conference Transcript
• Neutral Sentiment: Coverage pieces (valuation review, inclusion on a “safest dividend aristocrats” list) are drawing renewed investor attention but don’t directly change fundamentals. Assessing Johnson & Johnson (JNJ) Valuation
• Negative Sentiment: Short interest rose ~20.8% in late‑Feb to ~25.1M shares, increasing potential downside pressure if bearish sentiment persists or if volatility triggers additional selling. Article: Short interest report
• Negative Sentiment: Two J&J units agreed to pay $65M to settle a Tracleer antitrust class action — a modest hit to cash and an added legal overhang, though not material to enterprise value. Johnson & Johnson (JNJ) Units to Pay $65 Million in Tracleer Antitrust Class Action Settlement, Reuters Reports

About Johnson & Johnson

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.