Johnson & Johnson $JNJ Shares Acquired by Aster Capital Management DIFC Ltd

Aster Capital Management DIFC Ltd raised its stake in Johnson & Johnson (NYSE:JNJ) by 12.3% during the 3rd quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 22,542 shares of the company’s stock after purchasing an additional 2,477 shares during the period. Johnson & Johnson accounts for approximately 2.1% of Aster Capital Management DIFC Ltd’s investment portfolio, making the stock its biggest position. Aster Capital Management DIFC Ltd’s holdings in Johnson & Johnson were worth $4,180,000 as of its most recent SEC filing.

Several other hedge funds and other institutional investors have also modified their holdings of JNJ. Vanguard Group Inc. lifted its position in Johnson & Johnson by 1.3% during the second quarter. Vanguard Group Inc. now owns 237,047,859 shares of the company’s stock worth $36,209,060,000 after acquiring an additional 3,085,180 shares during the last quarter. Geode Capital Management LLC lifted its holdings in Johnson & Johnson by 2.1% during the 2nd quarter. Geode Capital Management LLC now owns 60,609,476 shares of the company’s stock worth $9,227,988,000 after purchasing an additional 1,225,676 shares during the last quarter. Norges Bank acquired a new stake in Johnson & Johnson during the 2nd quarter worth approximately $4,877,174,000. Bank of New York Mellon Corp grew its holdings in Johnson & Johnson by 3.5% in the 3rd quarter. Bank of New York Mellon Corp now owns 24,637,649 shares of the company’s stock valued at $4,568,313,000 after buying an additional 835,146 shares in the last quarter. Finally, Charles Schwab Investment Management Inc. grew its holdings in Johnson & Johnson by 0.3% in the 2nd quarter. Charles Schwab Investment Management Inc. now owns 18,951,337 shares of the company’s stock valued at $2,894,979,000 after buying an additional 52,074 shares in the last quarter. 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: Early Phase 1b data for pasritamig (JNJ‑78278343) combined with docetaxel showed deep PSA responses and a safety profile consistent with docetaxel alone; J&J plans to advance the regimen toward Phase 3, which supports upside to long‑term oncology revenue and pipeline valuation. Early study results from Johnson & Johnson show promising antitumor activity
• Positive Sentiment: Momentum in J&J’s oncology franchise (Darzalex leadership and execution in both hematology and solid tumors) and commentary that the company is pivoting to higher‑margin medical technology underpin expectations for steadier earnings growth. Boring Is Beautiful: Why Johnson & Johnson Is Beating the Tech Sector
• Neutral Sentiment: Analyst fair‑value tweaks have been minor (slight upward adjustments to targets), signaling incremental Street optimism but not a consensus bullish re‑rating — watch for more material target changes tied to Phase 3 plans or guidance updates. How Shifting Analyst Targets Are Rewriting The Johnson & Johnson (JNJ) Investment Story
• Neutral Sentiment: Industry/research reports on J&J’s enterprise technology and digital initiatives highlight long‑term efficiency and innovation potential, but these are unlikely to move the stock near term absent concrete deal or margin outcomes. Johnson & Johnson Enterprise Technology Analysis Report 2025
• Negative Sentiment: A recent downgrade / cautionary take on Seeking Alpha flagged the risk that J&J’s multi‑year run of outperformance may cool, which can pressure sentiment and amplify short‑term selling despite the clinical progress. Johnson and Johnson: Strong Run May Be Ending (Rating Downgrade)

Johnson & Johnson Stock Performance

Johnson & Johnson stock opened at $243.47 on Friday. The company has a quick ratio of 0.77, a current ratio of 1.03 and a debt-to-equity ratio of 0.48. The stock has a market cap of $586.74 billion, a PE ratio of 22.03, a P/E/G ratio of 2.38 and a beta of 0.35. Johnson & Johnson has a 12-month low of $141.50 and a 12-month high of $247.25. The business’s 50-day moving average price is $223.83 and its two-hundred day moving average price is $201.09.

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

Johnson & Johnson Dividend Announcement

The company also recently announced a quarterly dividend, which will be paid on Tuesday, March 10th. Shareholders of record on Tuesday, February 24th will be given a $1.30 dividend. The ex-dividend date is Tuesday, February 24th. This represents a $5.20 annualized dividend and a yield of 2.1%. Johnson & Johnson’s dividend payout ratio (DPR) is currently 47.06%.

Analysts Set New Price Targets

Several research firms 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 company a “neutral” rating in a research note on Thursday, January 22nd. The Goldman Sachs Group restated a “buy” rating and set a $250.00 target price on shares of Johnson & Johnson in a research report on Thursday, January 22nd. Weiss Ratings reiterated a “buy (b)” rating on shares of Johnson & Johnson in a research report on Wednesday, January 28th. UBS Group reiterated a “buy” rating on shares of Johnson & Johnson in a research note on Monday, January 5th. Finally, TD Cowen raised their price objective on Johnson & Johnson from $222.00 to $250.00 and gave the stock a “buy” rating in a research note on Thursday, January 22nd. One equities research analyst has rated the stock with a Strong Buy rating, seventeen have given a Buy rating and nine have issued a Hold rating to the company’s stock. According to data from MarketBeat, the company has a consensus rating of “Moderate Buy” and an average target price of $232.70.

Insider Transactions at Johnson & Johnson

In other news, EVP Vanessa Broadhurst sold 6,197 shares of Johnson & Johnson 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 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 ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through the SEC website. Also, EVP Timothy Schmid sold 1,322 shares of the business’s stock in a transaction on Friday, February 20th. The stock was sold at an average price of $245.66, for a total transaction of $324,762.52. Following the completion of the sale, the executive vice president directly owned 25,447 shares in the company, valued at approximately $6,251,310.02. This represents a 4.94% decrease in their position. The SEC filing for this sale provides additional information. Insiders have sold 30,142 shares of company stock worth $7,360,528 over the last three months. Insiders own 0.16% of the company’s stock.

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.