Fiera Capital Corp Reduces Stake in Johnson & Johnson $JNJ

Fiera Capital Corp lessened its stake in shares of Johnson & Johnson (NYSE:JNJ) by 4.1% during the 3rd quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The firm owned 2,645,416 shares of the company’s stock after selling 113,251 shares during the period. Johnson & Johnson accounts for approximately 1.6% of Fiera Capital Corp’s portfolio, making the stock its 15th biggest position. Fiera Capital Corp owned about 0.11% of Johnson & Johnson worth $490,513,000 at the end of the most recent reporting period.

A number of other hedge funds have also recently modified their holdings of the company. SOA Wealth Advisors LLC. boosted its holdings in Johnson & Johnson by 0.7% in the 3rd quarter. SOA Wealth Advisors LLC. now owns 7,392 shares of the company’s stock valued at $1,371,000 after purchasing an additional 53 shares during the last quarter. Ethos Financial Group LLC increased its holdings in shares of Johnson & Johnson by 0.6% during the 3rd quarter. Ethos Financial Group LLC now owns 9,110 shares of the company’s stock worth $1,689,000 after buying an additional 53 shares during the last quarter. Heritage Oak Wealth Advisors LLC raised its position in shares of Johnson & Johnson by 3.5% during the 3rd quarter. Heritage Oak Wealth Advisors LLC now owns 1,639 shares of the company’s stock valued at $304,000 after buying an additional 55 shares during the period. Investor s Fiduciary Advisor Network LLC lifted its holdings in Johnson & Johnson by 0.8% in the third quarter. Investor s Fiduciary Advisor Network LLC now owns 6,905 shares of the company’s stock valued at $1,280,000 after acquiring an additional 55 shares during the last quarter. Finally, TPG Advisors LLC grew its position in Johnson & Johnson by 3.5% in the third quarter. TPG Advisors LLC now owns 1,628 shares of the company’s stock worth $302,000 after acquiring an additional 55 shares during the period. Hedge funds and other institutional investors own 69.55% of the company’s stock.

Insider Buying and Selling

In other news, EVP Timothy Schmid sold 22,623 shares of Johnson & Johnson stock in a transaction on Wednesday, February 18th. The shares were sold at an average price of $244.33, for a total transaction of $5,527,477.59. Following the completion of the sale, the executive vice president directly owned 26,769 shares of the company’s stock, valued at approximately $6,540,469.77. The trade was a 45.80% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through the SEC website. Also, 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 transaction, the executive vice president owned 23,003 shares of the company’s stock, valued at approximately $5,598,700.17. The trade was a 21.22% decrease in their position. The disclosure for this sale is available in the SEC filing. 0.16% of the stock is currently owned by corporate insiders.

Wall Street Analysts Forecast Growth

JNJ has been the topic of several recent analyst reports. Guggenheim upped their price target on Johnson & Johnson from $227.00 to $240.00 and gave the company a “buy” rating in a research note on Friday, January 23rd. Weiss Ratings reaffirmed a “buy (b)” rating on shares of Johnson & Johnson in a research report on Wednesday, January 28th. Scotiabank reiterated an “outperform” rating on shares of Johnson & Johnson in a research report on Thursday, January 22nd. Wells Fargo & Company upped their price objective on shares of Johnson & Johnson from $230.00 to $240.00 and gave the stock an “overweight” rating in a report on Thursday, January 22nd. Finally, Freedom Capital cut shares of Johnson & Johnson from a “strong-buy” rating to a “hold” rating in a research report on Friday, January 16th. One analyst has rated the stock with a Strong Buy rating, seventeen have issued a Buy rating and eight have assigned a Hold rating to the company’s stock. According to MarketBeat, the company has an average rating of “Moderate Buy” and an average price target of $233.73.

Johnson & Johnson Price Performance

Johnson & Johnson stock opened at $246.90 on Friday. The company’s 50 day moving average is $220.45 and its two-hundred day moving average is $198.55. The firm has a market cap of $595.00 billion, a PE ratio of 22.34, a price-to-earnings-growth ratio of 2.38 and a beta of 0.35. 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 $141.50 and a 52-week high of $246.96.

Johnson & Johnson (NYSE:JNJ) last announced 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 for the quarter. On average, research analysts expect that Johnson & Johnson will post 10.58 EPS for the current fiscal year.

Johnson & Johnson Announces Dividend

The business also recently disclosed a quarterly dividend, which will be paid on Tuesday, March 10th. Stockholders of record on Tuesday, February 24th will be given a dividend of $1.30 per share. The ex-dividend date of this dividend is Tuesday, February 24th. This represents a $5.20 dividend on an annualized basis and a dividend yield of 2.1%. Johnson & Johnson’s payout ratio is currently 47.06%.

More Johnson & Johnson News

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

• Positive Sentiment: Strong clinical data: Phase 1b/2 OrigAMI‑4 showed a 56% overall response rate (10% complete responses) for subcutaneous amivantamab (RYBREVANT FASPRO) plus immunotherapy in first‑line recurrent/metastatic head & neck cancer — data that can materially broaden commercial and label potential if confirmed. Read More.
• Positive Sentiment: Regulatory acceleration: FDA granted Breakthrough Therapy Designation for subcutaneous amivantamab in advanced head & neck cancer — could shorten development timelines and improve commercial outlook. Read More.
• Positive Sentiment: Factory investment: J&J announced >$1 billion to build a next‑generation cell‑therapy manufacturing facility in Pennsylvania — supports scaling of cell/biologics supply and signals continued capex to back pipeline commercialization. Read More.
• Positive Sentiment: Shareholder returns & analyst momentum: JNJ raised its quarterly payout (supports dividend investor base) and analysts have been raising targets/ratings, underpinning bullish sentiment. Read More.
• Neutral Sentiment: Strategic sale being explored: Bloomberg/Reuters report J&J is preparing a potential sale (~$20B) of its orthopedics unit; could unlock value but is early and dependent on deal terms/market appetite. Read More.
• Neutral Sentiment: Options & market attention: Elevated options activity and analyst write‑ups are amplifying near‑term moves but don’t change fundamentals. Monitor for concentrated directional trades. Read More.
• Negative Sentiment: Insider selling: Two executive vice presidents disclosed sizable share sales (combined filings) last week — a near‑term negative signal for some investors, though not proof of change in fundamentals. Read More.
• Negative Sentiment: Legal overhang: Coverage highlighting rising talc litigation risk continues to weigh on valuation and can cap multiple expansion despite operational gains. Read More.

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.