Johnson & Johnson $JNJ Stock Position Lifted by Neville Rodie & Shaw Inc.

Neville Rodie & Shaw Inc. raised its holdings in Johnson & Johnson (NYSE:JNJ) by 2.2% in the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 166,185 shares of the company’s stock after purchasing an additional 3,503 shares during the quarter. Johnson & Johnson accounts for 2.4% of Neville Rodie & Shaw Inc.’s investment portfolio, making the stock its 10th largest position. Neville Rodie & Shaw Inc.’s holdings in Johnson & Johnson were worth $34,391,000 as of its most recent SEC filing.

A number of other hedge funds also recently made changes to their positions in JNJ. Red Spruce Capital LLC boosted its holdings in shares of Johnson & Johnson by 2.7% in the 4th quarter. Red Spruce Capital LLC now owns 12,794 shares of the company’s stock worth $2,648,000 after buying an additional 336 shares during the last quarter. Argent Capital Management LLC increased its holdings in Johnson & Johnson by 4,527.6% during the fourth quarter. Argent Capital Management LLC now owns 84,592 shares of the company’s stock worth $17,506,000 after buying an additional 82,764 shares during the last quarter. Park National Corp OH raised its position in Johnson & Johnson by 24.3% in the fourth quarter. Park National Corp OH now owns 118,637 shares of the company’s stock worth $24,552,000 after acquiring an additional 23,165 shares during the period. Anderson Hoagland & Co. boosted its stake in Johnson & Johnson by 0.7% in the fourth quarter. Anderson Hoagland & Co. now owns 21,355 shares of the company’s stock valued at $4,419,000 after acquiring an additional 157 shares during the last quarter. Finally, Park Avenue Securities LLC grew its position in shares of Johnson & Johnson by 26.9% during the 4th quarter. Park Avenue Securities LLC now owns 110,041 shares of the company’s stock valued at $22,773,000 after acquiring an additional 23,337 shares during the period. 69.55% of the stock is currently owned by institutional investors.

Johnson & Johnson News Summary

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 Stock Down 0.8%

Johnson & Johnson stock opened at $235.64 on Friday. The firm has a 50 day simple moving average of $235.21 and a 200 day simple moving average of $208.59. 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 1-year low of $141.50 and a 1-year high of $251.71. The firm has a market capitalization of $567.57 billion, a price-to-earnings ratio of 21.32, a P/E/G ratio of 2.32 and a beta of 0.34.

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

Johnson & Johnson Dividend Announcement

The business also recently announced a quarterly dividend, which was paid on Tuesday, March 10th. Shareholders of record on Tuesday, February 24th were paid a $1.30 dividend. The ex-dividend date was Tuesday, February 24th. This represents a $5.20 annualized dividend and a yield of 2.2%. Johnson & Johnson’s dividend payout ratio (DPR) is currently 47.06%.

Insider Transactions 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 sale, the executive vice president directly owned 26,769 shares of the company’s stock, valued at approximately $6,540,469.77. This represents a 45.80% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which can be accessed through the SEC website. Also, EVP Vanessa Broadhurst sold 6,197 shares of the business’s 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 directly owned 23,003 shares of the company’s stock, valued at approximately $5,598,700.17. This represents a 21.22% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold a total of 30,142 shares of company stock valued at $7,360,528 in the last ninety days. Insiders own 0.16% of the company’s stock.

Wall Street Analyst Weigh In

A number of equities research analysts recently commented on the stock. Barclays lifted their price target on shares of Johnson & Johnson from $217.00 to $234.00 and gave the stock an “equal weight” rating in a report on Thursday. JPMorgan Chase & Co. raised their target price on Johnson & Johnson from $225.00 to $250.00 and gave the stock a “neutral” rating in a research report on Thursday, March 5th. Stifel Nicolaus upped their price target on Johnson & Johnson from $205.00 to $220.00 and gave the company a “hold” rating in a research report on Thursday, January 22nd. Leerink Partners increased their price target on Johnson & Johnson from $201.00 to $232.00 and gave the stock a “market perform” rating in a research note on Thursday, January 22nd. Finally, Wolfe Research lifted their price objective on Johnson & Johnson from $225.00 to $240.00 and gave the stock an “outperform” rating in a report on Monday, January 5th. One investment 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. According to MarketBeat, the stock currently has a consensus 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.