Johnson & Johnson $JNJ Shares Bought by AIA Group Ltd

AIA Group Ltd boosted its holdings in Johnson & Johnson (NYSE:JNJ) by 70.5% in the 3rd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 112,856 shares of the company’s stock after purchasing an additional 46,682 shares during the quarter. AIA Group Ltd’s holdings in Johnson & Johnson were worth $20,926,000 at the end of the most recent quarter.

Other large investors have also recently bought and sold shares of the company. Abich Financial Wealth Management LLC acquired a new position in shares of Johnson & Johnson in the third quarter worth $26,000. Evolution Wealth Management Inc. acquired a new position in Johnson & Johnson during the second quarter valued at approximately $27,000. Clayton Financial Group LLC purchased a new stake in Johnson & Johnson during the 3rd quarter worth $28,000. Semmax Financial Advisors Inc. grew its stake in shares of Johnson & Johnson by 55.0% in the second quarter. Semmax Financial Advisors Inc. now owns 203 shares of the company’s stock valued at $31,000 after buying an additional 72 shares in the last quarter. Finally, Turning Point Benefit Group Inc. acquired a new stake in Johnson & Johnson in the third quarter valued at approximately $41,000. Hedge funds and other institutional investors own 69.55% of the company’s stock.

Insider Activity

In other Johnson & Johnson news, EVP Timothy Schmid sold 1,322 shares of Johnson & Johnson stock in a transaction that occurred on Friday, February 20th. The shares were 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 directly owned 25,447 shares in the company, valued at $6,251,310.02. The trade was a 4.94% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which is available through this hyperlink. Also, EVP Vanessa Broadhurst sold 6,197 shares of the stock in a transaction that occurred 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 transaction, the executive vice president owned 23,003 shares in the company, valued at $5,598,700.17. The trade was a 21.22% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. In the last ninety days, insiders sold 30,142 shares of company stock worth $7,360,528. Insiders own 0.16% of the company’s stock.

Johnson & Johnson Stock Down 0.8%

Shares of JNJ opened at $235.64 on Friday. Johnson & Johnson has a 12 month low of $141.50 and a 12 month high of $251.71. The stock’s 50-day moving average price is $235.21 and its two-hundred day moving average price is $208.38. The company has a market capitalization of $567.57 billion, a PE ratio of 21.32, a PEG ratio of 2.35 and a beta of 0.34. 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 (NYSE:JNJ) last announced its quarterly earnings data on Saturday, January 31st. The company reported $2.46 EPS for the quarter. The firm 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 EPS for the current year.

Johnson & Johnson Dividend Announcement

The company also recently disclosed a quarterly dividend, which was paid on Tuesday, March 10th. Stockholders of record on Tuesday, February 24th were given a $1.30 dividend. 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 (DPR) is 47.06%.

Key Johnson & Johnson News

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

• Positive Sentiment: FDA approves Icotyde — expands J&J’s immunology/new drug portfolio with the first oral IL‑23 receptor antagonist, creating multi‑billion dollar revenue potential and unlocking milestone/royalty pathways with partners. Johnson & Johnson announces U.S. FDA approved Icotyde
• Positive Sentiment: Bullish analyst support — HSBC raised its price target to $280 (Buy) and Morgan Stanley reiterated a Buy with a $262 target, reinforcing upside expectations for J&J’s immunology growth. These firm-level views support longer‑term upside. HSBC Raises Johnson & Johnson Price Target TipRanks / Morgan Stanley note
• Neutral Sentiment: Clinical collaboration for prostate cancer — J&J signed a clinical‑supply agreement with GI Innovation to test a combo therapy in mCRPC (Phase 1b). Early‑stage, potentially value‑creating but long horizon. GI Innovation Announces First Clinical Supply Agreement
• Neutral Sentiment: Barclays raised its price target to $234 but kept an Equal Weight rating — a modest constructive signal, though the rating implies limited near‑term upside from current levels. Barclays Sees Continued Strength in J&J Pharma Business
• Neutral Sentiment: Partner (Protagonist) implications — Protagonist Therapeutics shares have rallied on Icotyde approval news because of milestone/royalty potential; that upside can translate into contingent payments to J&J’s partners but is secondary to J&J’s own sales path. Protagonist Therapeutics Stock Rallies Nearly 7%
• Negative Sentiment: Profit‑taking and macro skepticism — after a large run‑up in JNJ shares, investors appear to be trimming positions; market‑level concerns (stagflation commentary from influential voices) and cautious broker ratings (Equal Weight from Barclays) likely pressured the stock despite the positive product and analyst news. Jim Cramer on Johnson & Johnson

Analysts Set New Price Targets

Several research firms have recently commented on JNJ. Morgan Stanley set a $253.00 price target on shares of Johnson & Johnson in a report on Wednesday. UBS Group restated a “buy” rating on shares of Johnson & Johnson in a report on Monday, January 5th. Daiwa Securities Group lifted their target price on shares of Johnson & Johnson from $203.00 to $237.00 and gave the company an “outperform” rating in a research note on Thursday, January 29th. Scotiabank reaffirmed an “outperform” rating on shares of Johnson & Johnson in a research note on Thursday, January 22nd. Finally, Citigroup lifted their target price on shares of Johnson & Johnson from $250.00 to $274.00 and gave the stock a “buy” rating in a report on Wednesday, March 11th. One investment analyst has rated the stock with a Strong Buy rating, seventeen have given a Buy rating and nine have assigned a Hold rating to the stock. Based on data from MarketBeat, the stock has an average rating of “Moderate Buy” and a consensus target price of $236.91.

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.