BTC Capital Management Inc. Trims Position in Johnson & Johnson $JNJ

BTC Capital Management Inc. reduced its position in Johnson & Johnson (NYSE:JNJ) by 5.4% in the 4th quarter, according to its most recent filing with the SEC. The firm owned 91,064 shares of the company’s stock after selling 5,220 shares during the period. Johnson & Johnson comprises approximately 1.3% of BTC Capital Management Inc.’s holdings, making the stock its 20th biggest holding. BTC Capital Management Inc.’s holdings in Johnson & Johnson were worth $18,852,000 at the end of the most recent quarter.

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

Trending Headlines about Johnson & Johnson

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 company has a 50-day moving average price of $239.86 and a two-hundred day moving average price of $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 price-to-earnings ratio of 21.98, a price-to-earnings-growth ratio of 2.41 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 issued its quarterly earnings data on Saturday, January 31st. The company reported $2.46 earnings per share (EPS) for the quarter. Johnson & Johnson had a return on equity of 33.04% and a net margin of 28.46%.The business had revenue of $24.28 billion during the quarter. Analysts forecast that Johnson & Johnson will post 10.58 EPS for the current year.

Wall Street Analysts Forecast Growth

Several equities analysts recently weighed in on JNJ shares. Wolfe Research lifted their target price on shares of Johnson & Johnson from $225.00 to $240.00 and gave the company an “outperform” rating in a report on Monday, January 5th. Loop Capital set a $220.00 price objective on shares of Johnson & Johnson in a research report on Tuesday, January 27th. Scotiabank reiterated an “outperform” rating on shares of Johnson & Johnson in a research note on Thursday, January 22nd. Royal Bank Of Canada reaffirmed an “outperform” rating and set a $255.00 price target on shares of Johnson & Johnson in a report on Monday, March 30th. Finally, Guggenheim boosted their price objective on Johnson & Johnson from $227.00 to $240.00 and gave the company a “buy” rating in a report on Friday, January 23rd. One investment 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 company. According to data from MarketBeat, the company presently has an average rating of “Moderate Buy” and a consensus target price of $236.91.

Insiders Place Their Bets

In other Johnson & Johnson news, EVP Vanessa Broadhurst sold 6,197 shares of the business’s stock in a transaction on Tuesday, February 17th. The stock was sold at an average price of $243.39, for a total transaction of $1,508,287.83. Following the completion of the transaction, the executive vice president owned 23,003 shares in the company, valued at approximately $5,598,700.17. The trade was a 21.22% decrease in their position. The sale was disclosed in a legal filing with the SEC, which can be accessed through this link. Also, EVP Timothy Schmid sold 22,623 shares of the firm’s stock in a transaction on 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 transaction, the executive vice president directly owned 26,769 shares in the company, valued at $6,540,469.77. This trade represents a 45.80% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders have sold a total of 30,142 shares of company stock valued at $7,360,528 in the last quarter. 0.16% of the stock is currently owned by insiders.

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.