Coldstream Capital Management Inc. Raises Stock Holdings in Johnson & Johnson $JNJ

Coldstream Capital Management Inc. boosted its holdings in shares of Johnson & Johnson (NYSE:JNJ) by 9.8% in the third quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The firm owned 95,662 shares of the company’s stock after acquiring an additional 8,533 shares during the quarter. Coldstream Capital Management Inc.’s holdings in Johnson & Johnson were worth $17,738,000 as of its most recent SEC filing.

Other hedge funds also recently bought and sold shares of the company. Vanguard Group Inc. boosted its stake in shares of Johnson & Johnson by 1.3% during the second quarter. Vanguard Group Inc. now owns 237,047,859 shares of the company’s stock valued at $36,209,060,000 after purchasing an additional 3,085,180 shares during the period. Norges Bank purchased a new position in Johnson & Johnson in the 2nd quarter worth about $4,877,174,000. Wellington Management Group LLP lifted its holdings in Johnson & Johnson by 3.8% during the 3rd quarter. Wellington Management Group LLP now owns 25,832,777 shares of the company’s stock valued at $4,789,914,000 after buying an additional 956,239 shares in the last quarter. Bank of New York Mellon Corp lifted its holdings in Johnson & Johnson by 3.5% during the 3rd 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 buying an additional 835,146 shares in the last quarter. Finally, Legal & General Group Plc boosted its position 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 buying an additional 532,790 shares during the period. Institutional investors own 69.55% of the company’s stock.

More Johnson & Johnson News

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

• Positive Sentiment: HSBC raised its price target on JNJ to $280 and upgraded to a “buy,” calling for meaningful upside versus current levels — a fresh, high‑profile endorsement that supports longer‑term bullishness. Article Title
• Positive Sentiment: Independent analyst pieces highlight a $280 target and argue JNJ’s recent outperformance (strong YTD and 1‑yr gains) is backed by pipeline and portfolio strength — reinforcing the narrative of further upside for investors who can wait. Why One Analyst Thinks Johnson & Johnson Reaches $280
• Positive Sentiment: JNJ reported a phase I win for its bladder cancer therapy (Erda‑iDRS) with strong responses and manageable safety — clinical progress that could support future revenue if later‑stage trials succeed. JNJ’s Bladder Cancer Therapy Meets Key Goal
• Positive Sentiment: Regulatory progress for TECVAYLI (teclistamab) — J&J submitted a Type II variation to the EMA seeking approval in relapsed/refractory multiple myeloma — an important potential mid‑term revenue catalyst if approved. TECVAYLI Opportunity
• Neutral Sentiment: Johnson & Johnson launched pulsed field ablation tech in Peru — incremental product expansion in med‑tech markets, supportive but unlikely to meaningfully shift near‑term revenue. PFA Peru Launch
• Neutral Sentiment: Industry news (e.g., Monte Rosa supply agreement) and market commentary reassessing JNJ’s valuation after large multi‑year gains — useful context for positioning but not company‑specific catalysts. Monte Rosa Agreement
• Negative Sentiment: Shares slid today even as the broader market rose — coverage notes the drop reflects short‑term profit‑taking and rotation after a strong run, as well as lighter-than-average volume. That intraday weakness outweighed the new buy rating and clinical headlines. JNJ Stock Slides

Johnson & Johnson Price Performance

NYSE JNJ opened at $238.18 on Wednesday. The company has a market cap of $573.68 billion, a PE ratio of 21.55, a P/E/G ratio of 2.40 and a beta of 0.34. The firm’s 50 day moving average price is $233.35 and its 200-day moving average price is $207.56. 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 $251.71.

Johnson & Johnson (NYSE:JNJ) last posted its earnings results on Saturday, January 31st. The company reported $2.46 earnings per share for the quarter. The company 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%. Sell-side analysts forecast that Johnson & Johnson will post 10.58 EPS for the current fiscal year.

Johnson & Johnson Announces Dividend

The business also recently disclosed a quarterly dividend, which was paid on Tuesday, March 10th. Investors of record on Tuesday, February 24th were paid a dividend of $1.30 per share. This represents a $5.20 dividend on an annualized basis and a dividend yield of 2.2%. The ex-dividend date was Tuesday, February 24th. Johnson & Johnson’s dividend payout ratio is 47.06%.

Insider Transactions at Johnson & Johnson

In related news, 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 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 ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available through this link. Also, EVP Vanessa Broadhurst sold 6,197 shares of Johnson & Johnson stock in a transaction dated 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 completion of the transaction, the executive vice president owned 23,003 shares in the company, valued at $5,598,700.17. This trade represents a 21.22% decrease in their position. The disclosure for this sale is available in the SEC filing. In the last ninety days, insiders have sold 30,142 shares of company stock worth $7,360,528. 0.16% of the stock is owned by corporate insiders.

Analyst Upgrades and Downgrades

A number of equities analysts have recently commented on the stock. Bank of America reaffirmed a “neutral” rating on shares of Johnson & Johnson in a research report on Monday, March 2nd. Citigroup increased their price objective on Johnson & Johnson from $250.00 to $274.00 and gave the stock a “buy” rating in a research note on Wednesday, March 11th. Wall Street Zen downgraded Johnson & Johnson from a “buy” rating to a “hold” rating in a report on Saturday, February 14th. HSBC upped their target price on Johnson & Johnson from $265.00 to $280.00 and gave the stock a “buy” rating in a report on Tuesday. Finally, Daiwa Securities Group increased their price target on Johnson & Johnson from $203.00 to $237.00 and gave the stock an “outperform” rating in a research report on Thursday, January 29th. One analyst has rated the stock with a Strong Buy rating, seventeen have given a Buy rating and nine have given a Hold rating to the company’s stock. According to MarketBeat, the company has an average rating of “Moderate Buy” and a consensus price target of $236.57.

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.