Johnson & Johnson $JNJ Shares Purchased by Compound Planning Inc.

Compound Planning Inc. raised its position in Johnson & Johnson (NYSE:JNJ) by 15.2% during the third quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 52,605 shares of the company’s stock after purchasing an additional 6,934 shares during the period. Compound Planning Inc.’s holdings in Johnson & Johnson were worth $9,754,000 at the end of the most recent reporting period.

A number of other institutional investors have also modified their holdings of the company. Brighton Jones LLC increased its stake in Johnson & Johnson by 13.9% in the fourth quarter. Brighton Jones LLC now owns 51,876 shares of the company’s stock valued at $7,502,000 after purchasing an additional 6,332 shares during the last quarter. United Bank grew its holdings in Johnson & Johnson by 110.7% in the 1st quarter. United Bank now owns 9,279 shares of the company’s stock valued at $1,539,000 after buying an additional 4,876 shares during the period. Sivia Capital Partners LLC increased its stake in shares of Johnson & Johnson by 13.4% during the 2nd quarter. Sivia Capital Partners LLC now owns 5,863 shares of the company’s stock valued at $896,000 after acquiring an additional 692 shares during the last quarter. Wealth Group Ltd. lifted its holdings in shares of Johnson & Johnson by 12.8% during the 2nd quarter. Wealth Group Ltd. now owns 1,482 shares of the company’s stock worth $226,000 after acquiring an additional 168 shares during the period. Finally, Matrix Asset Advisors Inc. NY boosted its position in shares of Johnson & Johnson by 6.5% in the second quarter. Matrix Asset Advisors Inc. NY now owns 3,595 shares of the company’s stock worth $549,000 after acquiring an additional 220 shares during the last quarter. Institutional investors and hedge funds own 69.55% of the company’s stock.

Wall Street Analyst Weigh In

Several brokerages recently commented on JNJ. Bank of America upped their price target on shares of Johnson & Johnson from $220.00 to $221.00 and gave the stock a “neutral” rating in a research report on Thursday, January 22nd. Wells Fargo & Company upped their price objective on Johnson & Johnson from $230.00 to $240.00 and gave the stock an “overweight” rating in a report on Thursday, January 22nd. TD Cowen lifted their target price on Johnson & Johnson from $222.00 to $250.00 and gave the company a “buy” 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, Leerink Partners lifted their price objective on Johnson & Johnson from $201.00 to $232.00 and gave the company a “market perform” rating in a research note on Thursday, January 22nd. One 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 price target of $232.70.

Johnson & Johnson Trading Up 1.3%

NYSE:JNJ opened at $245.53 on Tuesday. Johnson & Johnson has a 12 month low of $141.50 and a 12 month high of $246.96. The business’s 50-day moving average is $221.69 and its two-hundred day moving average is $199.96. The company has a debt-to-equity ratio of 0.48, a current ratio of 1.03 and a quick ratio of 0.77. The firm has a market capitalization of $591.70 billion, a PE ratio of 22.22, a price-to-earnings-growth ratio of 2.35 and a beta of 0.35.

Johnson & Johnson (NYSE:JNJ) last posted its earnings results on Saturday, January 31st. The company reported $2.46 earnings per share (EPS) for the quarter. The business 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%. Research analysts predict that Johnson & Johnson will post 10.58 earnings per share for the current fiscal year.

Johnson & Johnson Announces Dividend

The company also recently announced 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. This represents a $5.20 dividend on an annualized basis and a dividend yield of 2.1%. The ex-dividend date of this dividend is Tuesday, February 24th. Johnson & Johnson’s payout ratio is presently 47.06%.

Johnson & Johnson News Roundup

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

• Positive Sentiment: Momentum from product mix and earnings beat: Recent coverage highlights a “triple threat” for JNJ — stronger oncology sales, a MedTech rebound, and a surprise earnings beat that beat tariff headwinds, supporting continued upside potential. Does JNJ Stock Still Offer Value?
• Positive Sentiment: Potential asset sale of DePuy Synthes could unlock value: Bloomberg reports J&J is exploring a possible sale of its orthopedics unit as part of separation plans — a divestiture could raise cash, simplify the company and be viewed as value-accretive by investors. Bloomberg Reports Potential Major Asset Sale by Johnson & Johnson (JNJ)
• Positive Sentiment: Ongoing retail and dividend-focused bullishness reinforces investor demand: Multiple retail-focused pieces (The Motley Fool, Yahoo) continue to paint JNJ as a core, low-volatility dividend holding, supporting sustained buying interest from income and long-term investors. The Only Healthcare Stock I’d Buy and Never Sell Might Be Johnson & Johnson
• Neutral Sentiment: Strategic partnership/co-funding with Blackstone noted but short-term impact unclear: J&J announced a first co-funding agreement with Blackstone; strategic but the market reaction has been muted and concrete near-term benefits remain to be proven. Johnson & Johnson (JNJ) Stock Flat despite First Co-funding Agreement with Blackstone
• Neutral Sentiment: Options activity and analyst notes mixed: Unusually high options trading and a raised but modest price-target move have created noise rather than a clear directional signal. Johnson & Johnson Target of Unusually High Options Trading (NYSE:JNJ) Johnson & Johnson (NYSE:JNJ) Price Target Raised to $210.00
• Negative Sentiment: Bayer lawsuit creates legal overhang: Bayer filed a New York lawsuit against J&J and Janssen over prostate cancer drug Nubeqa — adds litigation risk and potential distraction for the biotech unit. Bayer files lawsuit against Johnson & Johnson, Janssen Biotech
• Negative Sentiment: Insider sale disclosed: EVP Timothy Schmid sold 1,322 shares (filed Form 4), trimming his stake — routine but can be viewed negatively by some investors as a signal to take profits. SEC filing: Form 4

Insider Buying and Selling at Johnson & Johnson

In related news, EVP Vanessa Broadhurst sold 6,197 shares of the firm’s stock in a transaction 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 approximately $5,598,700.17. This trade represents a 21.22% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this link. Also, EVP Timothy Schmid sold 22,623 shares of Johnson & Johnson stock in a transaction on Wednesday, February 18th. The stock was sold at an average price of $244.33, for a total transaction of $5,527,477.59. Following the sale, 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 position. The SEC filing for this sale provides additional information. Insiders sold 30,142 shares of company stock valued at $7,360,528 over the last 90 days. 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.