Great Oak Capital Partners LLC Has $1.52 Million Stock Position in Johnson & Johnson $JNJ

Great Oak Capital Partners LLC boosted its holdings in Johnson & Johnson (NYSE:JNJ) by 336.9% in the fourth quarter, according to the company in its most recent Form 13F filing with the SEC. The institutional investor owned 7,322 shares of the company’s stock after purchasing an additional 5,646 shares during the quarter. Johnson & Johnson comprises 0.4% of Great Oak Capital Partners LLC’s holdings, making the stock its 18th largest holding. Great Oak Capital Partners LLC’s holdings in Johnson & Johnson were worth $1,518,000 as of its most recent SEC filing.

A number of other institutional investors and hedge funds have also recently modified their holdings of the business. Brighton Jones LLC boosted its stake 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 acquiring an additional 6,332 shares in the last quarter. United Bank increased its stake in Johnson & Johnson by 110.7% in the first quarter. United Bank now owns 9,279 shares of the company’s stock valued at $1,539,000 after purchasing an additional 4,876 shares in the last quarter. Sivia Capital Partners LLC increased its stake in Johnson & Johnson by 13.4% in the second quarter. Sivia Capital Partners LLC now owns 5,863 shares of the company’s stock valued at $896,000 after purchasing an additional 692 shares in the last quarter. Wealth Group Ltd. raised its holdings in shares of Johnson & Johnson by 12.8% during the second quarter. Wealth Group Ltd. now owns 1,482 shares of the company’s stock valued at $226,000 after purchasing an additional 168 shares during the period. Finally, Schnieders Capital Management LLC. boosted its position in shares of Johnson & Johnson by 9.8% during the 2nd quarter. Schnieders Capital Management LLC. now owns 73,680 shares of the company’s stock worth $11,255,000 after purchasing an additional 6,584 shares in the last quarter. 69.55% of the stock is currently owned by institutional investors.

Insider Buying and Selling at Johnson & Johnson

In other news, EVP Timothy Schmid sold 22,623 shares of the stock in a transaction dated 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 owned 26,769 shares in the company, valued at $6,540,469.77. This represents a 45.80% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which is available at this hyperlink. Also, EVP Vanessa Broadhurst sold 6,197 shares of the firm’s stock in a transaction dated 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 directly 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. Over the last 90 days, insiders have sold 30,142 shares of company stock worth $7,360,528. Company insiders own 0.16% of the company’s stock.

Key Stories Impacting Johnson & Johnson

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

Johnson & Johnson Price Performance

JNJ stock opened at $235.64 on Friday. The company has a debt-to-equity ratio of 0.48, a quick ratio of 0.77 and a current ratio of 1.03. The business has a 50-day simple moving average of $235.21 and a two-hundred day simple moving average of $208.59. The company has a market capitalization of $567.57 billion, a P/E ratio of 21.32, a price-to-earnings-growth ratio of 2.32 and a beta of 0.34. Johnson & Johnson has a 52-week low of $141.50 and a 52-week high of $251.71.

Johnson & Johnson (NYSE:JNJ) last issued its quarterly earnings data on Saturday, January 31st. The company reported $2.46 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. Research analysts expect that Johnson & Johnson will post 10.58 EPS for the current fiscal year.

Johnson & Johnson Announces Dividend

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

Analyst Upgrades and Downgrades

A number of analysts recently commented on the company. Royal Bank Of Canada boosted their target price on Johnson & Johnson from $240.00 to $255.00 and gave the company an “outperform” rating in a research report on Tuesday, February 3rd. Loop Capital set a $220.00 price target on Johnson & Johnson in a report on Tuesday, January 27th. Wells Fargo & Company raised their price objective on Johnson & Johnson from $230.00 to $240.00 and gave the company an “overweight” rating in a research note on Thursday, January 22nd. Leerink Partners boosted their price objective on Johnson & Johnson from $201.00 to $232.00 and gave the company a “market perform” rating in a report on Thursday, January 22nd. Finally, Daiwa Securities Group increased their target price on Johnson & Johnson from $203.00 to $237.00 and gave the stock an “outperform” rating in a report on Thursday, January 29th. One research analyst has rated the stock with a Strong Buy rating, seventeen have issued a Buy rating and nine have assigned a Hold rating to the stock. According to data from MarketBeat.com, Johnson & Johnson currently has an average rating of “Moderate Buy” and a consensus price target 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.