Advyzon Investment Management LLC lifted its stake in shares of Johnson & Johnson (NYSE:JNJ – Free Report) by 45.7% in the third quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 10,938 shares of the company’s stock after buying an additional 3,430 shares during the quarter. Advyzon Investment Management LLC’s holdings in Johnson & Johnson were worth $2,028,000 as of its most recent filing with the Securities and Exchange Commission.
A number of other large investors have also recently added to or reduced their stakes in JNJ. SOA Wealth Advisors LLC. grew its stake in Johnson & Johnson by 0.7% in the third quarter. SOA Wealth Advisors LLC. now owns 7,392 shares of the company’s stock worth $1,371,000 after purchasing an additional 53 shares in the last quarter. Ethos Financial Group LLC grew its position in shares of Johnson & Johnson by 0.6% in the 3rd quarter. Ethos Financial Group LLC now owns 9,110 shares of the company’s stock worth $1,689,000 after acquiring an additional 53 shares in the last quarter. Heritage Oak Wealth Advisors LLC increased its holdings in shares of Johnson & Johnson by 3.5% in the 3rd quarter. Heritage Oak Wealth Advisors LLC now owns 1,639 shares of the company’s stock valued at $304,000 after acquiring an additional 55 shares during the last quarter. Investor s Fiduciary Advisor Network LLC raised its position in shares of Johnson & Johnson by 0.8% during the 3rd 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 in the last quarter. Finally, TPG Advisors LLC lifted its stake in Johnson & Johnson by 3.5% during the third quarter. TPG Advisors LLC now owns 1,628 shares of the company’s stock worth $302,000 after purchasing an additional 55 shares during the last quarter. 69.55% of the stock is currently owned by institutional investors.
Johnson & Johnson News Roundup
Here are the key news stories impacting Johnson & Johnson this week:
- Positive Sentiment: Clinical and regulatory wins for oncology: J&J reported strong Phase 1b/2 data for subcutaneous amivantamab (RYBREVANT FASPRO) in head & neck cancer and has received FDA Breakthrough Therapy attention and a separate monthly‑dosing approval that can improve patient convenience and commercial uptake. These outcomes support the pharma growth story and were cited as a reason for recent buying interest. RYBREVANT clinical results
- Positive Sentiment: Potential strategic catalyst: reports say J&J is preparing a possible ~$20B sale of its orthopedics unit — a deal could unlock value, boost cash for buybacks/dividends or speed a planned separation, which traders view as a material upside catalyst if executed. Reuters on orthopedics sale
- Positive Sentiment: Capital investment and dividend support: J&J announced a $1B investment in a Pennsylvania cell‑therapy facility and recently raised its quarterly dividend to $1.30 — both reinforce the company’s long‑term growth capacity and income appeal for dividend investors. Fox Business on $1B investment
- Neutral Sentiment: Options and sentiment flow: unusually high call buying (41,649 calls, ~45% above typical daily call volume) and amplified options chatter are increasing intraday volatility and can intensify moves without changing fundamentals — watch open interest and directional concentration. Benzinga on options trends
- Neutral Sentiment: Positive post‑earnings momentum: coverage (Zacks/TipRanks/others) notes JNJ is up since earnings as investors re‑rate pharma catalysts and dividends — helpful for sentiment but incremental vs. material corporate events. Zacks on post‑earnings move
- Negative Sentiment: Analyst caveat: Rothschild & Co Redburn raised its price target to $210 but kept a “neutral” rating — the PT sits below the current share price, signaling downside risk and giving traders a reason to trim positions. MarketScreener on Rothschild PT
- Negative Sentiment: Insider selling: recent sales by senior executives (disclosed Form 4s) are prompting some investor concern about near‑term profit‑taking and are adding selling pressure. SEC filing on insider sell
- Negative Sentiment: Legal overhang: ongoing talc litigation and verdict coverage continue to create valuation uncertainty and cap multiple expansion despite operational positives. Yahoo Finance on talc risk
Analyst Ratings Changes
Several analysts have weighed in on the stock. Argus boosted their target price on shares of Johnson & Johnson from $210.00 to $240.00 in a research note on Friday, January 23rd. Bank of America boosted their price objective on shares of Johnson & Johnson from $220.00 to $221.00 and gave the company a “neutral” rating in a research report on Thursday, January 22nd. Wells Fargo & Company raised their target price 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. BMO Capital Markets restated an “outperform” rating on shares of Johnson & Johnson in a research note on Thursday, December 11th. Finally, Rothschild & Co Redburn increased their price target on Johnson & Johnson from $180.00 to $210.00 and gave the stock a “neutral” rating in a research report on Thursday. One analyst has rated the stock with a Strong Buy rating, seventeen have issued a Buy rating and nine have given a Hold rating to the company’s stock. According to data from MarketBeat.com, the stock has a consensus rating of “Moderate Buy” and a consensus target price of $232.70.
Check Out Our Latest Research Report on JNJ
Insider Activity
In other Johnson & Johnson news, EVP Vanessa Broadhurst sold 6,197 shares of the business’s stock in a transaction dated 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 sale, the executive vice president directly 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 transaction was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through this link. Also, EVP Timothy Schmid sold 22,623 shares of the stock in a transaction that occurred 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 transaction, the executive vice president owned 26,769 shares of the company’s stock, valued at $6,540,469.77. This trade represents a 45.80% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. 0.16% of the stock is currently owned by company insiders.
Johnson & Johnson Stock Performance
Shares of NYSE JNJ opened at $242.27 on Friday. Johnson & Johnson has a 12-month low of $141.50 and a 12-month high of $246.96. The company has a market cap of $583.86 billion, a PE ratio of 21.93, a P/E/G ratio of 2.40 and a beta of 0.35. The stock has a 50 day simple moving average of $221.06 and a 200-day simple moving average of $199.04. 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 – Get Free Report) last posted its earnings results on Saturday, January 31st. The company reported $2.46 EPS for the quarter. Johnson & Johnson had a return on equity of 33.04% and a net margin of 28.46%.The firm had revenue of $24.28 billion for the quarter. On average, equities research analysts forecast that Johnson & Johnson will post 10.58 EPS for the current year.
Johnson & Johnson Announces Dividend
The business also recently announced a quarterly dividend, which will be paid on Tuesday, March 10th. Investors of record on Tuesday, February 24th will be given a $1.30 dividend. This represents a $5.20 dividend on an annualized basis and a yield of 2.1%. The ex-dividend date is Tuesday, February 24th. Johnson & Johnson’s dividend payout ratio is currently 47.06%.
Johnson & Johnson Company 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.
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