Bourgeon Capital Management LLC Purchases 5,000 Shares of Johnson & Johnson $JNJ

Bourgeon Capital Management LLC grew its holdings in shares of Johnson & Johnson (NYSE:JNJ) by 97.4% in the 4th quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The fund owned 10,134 shares of the company’s stock after purchasing an additional 5,000 shares during the quarter. Bourgeon Capital Management LLC’s holdings in Johnson & Johnson were worth $2,097,000 as of its most recent filing with the Securities & Exchange Commission.

A number of other institutional investors and hedge funds also recently made changes to their positions in JNJ. Capital International Investors increased its holdings in Johnson & Johnson by 545.6% during the third quarter. Capital International Investors now owns 3,865,050 shares of the company’s stock valued at $716,657,000 after buying an additional 3,266,354 shares during the last quarter. Amundi boosted its stake in shares of Johnson & Johnson by 19.3% during the 3rd quarter. Amundi now owns 13,354,936 shares of the company’s stock worth $2,512,719,000 after acquiring an additional 2,163,838 shares during the last quarter. Marshall Wace LLP grew its position in shares of Johnson & Johnson by 126.3% during the 3rd quarter. Marshall Wace LLP now owns 3,584,162 shares of the company’s stock valued at $664,575,000 after acquiring an additional 2,000,609 shares during the period. Danske Bank A S bought a new stake in shares of Johnson & Johnson during the 3rd quarter valued at $367,467,000. Finally, Wellington Management Group LLP increased its stake in shares of Johnson & Johnson by 3.8% in the 3rd quarter. Wellington Management Group LLP now owns 25,832,777 shares of the company’s stock worth $4,789,914,000 after purchasing an additional 956,239 shares in the last quarter. Hedge funds and other institutional investors own 69.55% of the company’s stock.

Wall Street Analysts Forecast Growth

JNJ has been the topic of several analyst reports. Citigroup lifted their target price on Johnson & Johnson from $250.00 to $274.00 and gave the company a “buy” rating in a research report on Wednesday, March 11th. Loop Capital set a $220.00 price target on Johnson & Johnson in a research report on Tuesday, January 27th. Freedom Capital cut Johnson & Johnson from a “strong-buy” rating to a “hold” rating in a research report on Friday, January 16th. Barclays boosted their price objective on Johnson & Johnson from $217.00 to $234.00 and gave the company an “equal weight” rating in a research note on Thursday, March 19th. Finally, Sanford C. Bernstein increased their target price on shares of Johnson & Johnson from $208.00 to $225.00 and gave the stock a “market perform” rating in a report on Friday, January 23rd. One research analyst has rated the stock with a Strong Buy rating, seventeen have given a Buy rating and nine have issued a Hold rating to the company. According to data from MarketBeat, the stock presently has an average rating of “Moderate Buy” and a consensus price target of $236.91.

Johnson & Johnson News Summary

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

• Positive Sentiment: Royalty Pharma signed a $500M R&D deal with J&J to support an experimental autoimmune antibody — a meaningful near‑term collaboration and capital inflow that supports JNJ’s pipeline value. Royalty Pharma, Johnson & Johnson Strike $500M Autoimmune Drug Deal
• Positive Sentiment: New randomized controlled trial data presented at ACC 2026 and published in JACC bolster JNJ’s pharma/MedTech credibility — supports revenue upside from adoption of cardiovascular products. Why Johnson & Johnson (JNJ) Is One of the Best Pharma Stocks to Invest in Now
• Positive Sentiment: Analysts and dividend trackers expect J&J to announce another dividend increase in April, reinforcing its income profile for income‑oriented investors. 7 Dividend Increases Expected In April 2026
• Neutral Sentiment: JNJ has become a trending stock on retail/analysis platforms, increasing attention and trading flows but not necessarily changing fundamentals. Johnson & Johnson (JNJ) Is a Trending Stock: Facts to Know Before Betting on It
• Neutral Sentiment: JNJ’s history of earnings beats and solid margins keeps expectations elevated; investors will watch the next report closely for confirmation. Will Johnson & Johnson (JNJ) Beat Estimates Again in Its Next Earnings Report?
• Negative Sentiment: MedTech preview notes China weakness as a potential headwind for Q1 MedTech revenue — regional softness could pressure sales versus expectations. JNJ Q1 MedTech Preview: Key Drivers and China Headwinds to Watch
• Negative Sentiment: After a ~61% one‑year rally, some outlets question valuation and whether upside is limited from current levels — valuation concerns can amplify selling on weakness. Is It Too Late To Consider Johnson & Johnson (JNJ) After Its 61% One-Year Surge?
• Negative Sentiment: Bridgewater’s Ray Dalio trimming his JNJ stake was reported — large-manager trimming can be read negatively by some investors even if position sizes are modest. Johnson & Johnson (JNJ): Billionaire Ray Dalio Trims Position

Johnson & Johnson Price Performance

NYSE:JNJ opened at $242.93 on Friday. The business’s 50-day simple moving average is $239.86 and its two-hundred day simple moving average is $212.75. Johnson & Johnson has a 52 week low of $141.50 and a 52 week high of $251.71. The stock has a market cap of $585.11 billion, a PE ratio of 21.98, a P/E/G ratio of 2.41 and a beta of 0.34. The company has a quick ratio of 0.77, a current ratio of 1.03 and a debt-to-equity ratio of 0.48.

Johnson & Johnson (NYSE:JNJ) last released 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 during the quarter. Johnson & Johnson had a return on equity of 33.04% and a net margin of 28.46%. As a group, analysts forecast that Johnson & Johnson will post 10.58 EPS for the current fiscal year.

Insider Buying and Selling

In other Johnson & Johnson news, 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 completion of the sale, the executive vice president directly owned 23,003 shares of the company’s stock, valued at $5,598,700.17. This trade represents a 21.22% decrease in their position. The sale was disclosed in a filing with the SEC, which is available through the SEC website. Also, EVP Timothy Schmid sold 1,322 shares of the business’s stock in a transaction on 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 transaction, the executive vice president directly owned 25,447 shares in the company, 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 ninety days, insiders have sold 30,142 shares of company stock valued at $7,360,528. Insiders own 0.16% of the company’s stock.

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.