Johnson & Johnson $JNJ Shares Purchased by Fiduciary Alliance LLC

Fiduciary Alliance LLC boosted its stake in shares of Johnson & Johnson (NYSE:JNJ) by 17.9% in the 4th quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The institutional investor owned 73,822 shares of the company’s stock after acquiring an additional 11,198 shares during the quarter. Johnson & Johnson accounts for 1.0% of Fiduciary Alliance LLC’s holdings, making the stock its 17th largest position. Fiduciary Alliance LLC’s holdings in Johnson & Johnson were worth $15,277,000 as of its most recent filing with the Securities and Exchange Commission.

Several other hedge funds have also bought and sold shares of the stock. Westbourne Investments Inc. purchased a new stake in Johnson & Johnson in the 4th quarter worth approximately $211,000. Mount Vernon Associates Inc. MD lifted its stake in shares of Johnson & Johnson by 2.9% in the 4th quarter. Mount Vernon Associates Inc. MD now owns 2,051 shares of the company’s stock valued at $425,000 after purchasing an additional 57 shares during the period. Campbell Deegan Wealth Management LLC lifted its stake in shares of Johnson & Johnson by 1.6% in the 4th quarter. Campbell Deegan Wealth Management LLC now owns 2,990 shares of the company’s stock valued at $619,000 after purchasing an additional 48 shares during the period. Willis Investment Counsel boosted its holdings in Johnson & Johnson by 1.5% during the fourth quarter. Willis Investment Counsel now owns 365,399 shares of the company’s stock worth $75,619,000 after buying an additional 5,264 shares in the last quarter. Finally, Maseco LLP acquired a new stake in Johnson & Johnson during the fourth quarter valued at $238,000. Hedge funds and other institutional investors own 69.55% of the company’s stock.

More Johnson & Johnson News

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

• Positive Sentiment: Morgan Stanley raised its price target to $267 and kept an “Overweight” rating, signaling roughly double-digit upside versus current levels and supporting buy-side interest. Read More.
• Positive Sentiment: Other broker notes (Guggenheim, Citi, and various upgrades) have recently pushed bullish research and helped intraday rallies. Read More.
• Positive Sentiment: Commercial/MedTech catalyst — J&J launched the VARIPULSE Pro pulsed field ablation system in Europe after CE mark approval, adding potential device revenue upside and real‑world evidence generation. Read More.
• Positive Sentiment: Dividend profile remains a tailwind for income investors — long streak of annual increases (>60 years) supports total‑return buyers. Read More.
• Neutral Sentiment: Fair‑value/target updates are moving modestly (consensus fair value around ~$241.7) — analysts are lifting some targets while flagging execution as the next focus, keeping valuation views mixed. Read More.
• Neutral Sentiment: Market is positioning for Q1 earnings — multiple previews and Wall Street estimate rundowns are circulating; that typically increases volatility into the print. Read More.
• Negative Sentiment: Some analysts and commentators are cautioning that this is “time to sell the rally” into Q1, arguing upside expectations may be priced in and that near‑term catalysts could disappoint. Read More.
• Negative Sentiment: Ongoing risks — litigation exposure, biosimilar competition and pricing pressure are repeatedly flagged as potential earnings/headwind items that could cap upside. Read More.

Analyst Ratings Changes

A number of brokerages have weighed in on JNJ. Stifel Nicolaus upped their price objective on shares of Johnson & Johnson from $205.00 to $220.00 and gave the stock a “hold” rating in a research report on Thursday, January 22nd. Argus raised their target price on Johnson & Johnson from $210.00 to $240.00 in a research report on Friday, January 23rd. Wolfe Research lifted their price target on Johnson & Johnson from $225.00 to $240.00 and gave the company an “outperform” rating in a research note on Monday, January 5th. Wall Street Zen downgraded Johnson & Johnson from a “buy” rating to a “hold” rating in a research report on Saturday, February 14th. Finally, HSBC raised their price objective on Johnson & Johnson from $265.00 to $280.00 and gave the company a “buy” rating in a report on Tuesday, March 17th. One research 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. Based on data from MarketBeat, Johnson & Johnson currently has an average rating of “Moderate Buy” and a consensus target price of $238.17.

Johnson & Johnson Stock Down 0.1%

Shares of NYSE JNJ opened at $238.34 on Monday. The firm has a market cap of $574.06 billion, a price-to-earnings ratio of 21.57, a price-to-earnings-growth ratio of 2.38 and a beta of 0.34. The company’s 50-day simple moving average is $241.29 and its 200-day simple moving average is $215.53. 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 has a 52-week low of $146.12 and a 52-week high of $251.71.

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

Insider Buying and Selling

In other news, EVP Timothy Schmid sold 22,623 shares of the firm’s stock in a transaction that occurred on Wednesday, February 18th. The stock was sold at an average price of $244.33, for a total value of $5,527,477.59. Following the transaction, the executive vice president 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 transaction was disclosed in a legal filing with the SEC, which is available through this link. Also, EVP Vanessa Broadhurst sold 6,197 shares of Johnson & Johnson stock in a transaction that occurred on Tuesday, February 17th. The stock was sold at an average price of $243.39, for a total value of $1,508,287.83. Following the completion of the sale, the executive vice president directly owned 23,003 shares in the company, valued at $5,598,700.17. This represents a 21.22% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders have sold 30,142 shares of company stock valued at $7,360,528 in the last three months. Insiders own 0.16% of the company’s stock.

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.