Johnson & Johnson $JNJ Stake Boosted by Bahl & Gaynor Inc.

Bahl & Gaynor Inc. boosted its position in shares of Johnson & Johnson (NYSE:JNJ) by 5.6% in the third quarter, according to the company in its most recent Form 13F filing with the SEC. The fund owned 2,667,504 shares of the company’s stock after acquiring an additional 140,574 shares during the quarter. Johnson & Johnson accounts for 2.5% of Bahl & Gaynor Inc.’s portfolio, making the stock its 8th biggest holding. Bahl & Gaynor Inc. owned 0.11% of Johnson & Johnson worth $494,609,000 at the end of the most recent reporting period.

A number of other institutional investors also recently bought and sold shares of the company. Norges Bank bought a new stake in Johnson & Johnson during the second quarter valued at approximately $4,877,174,000. Laurel Wealth Advisors LLC boosted its stake in shares of Johnson & Johnson by 15,040.6% during the 2nd quarter. Laurel Wealth Advisors LLC now owns 7,420,699 shares of the company’s stock worth $1,133,512,000 after acquiring an additional 7,371,687 shares during the last quarter. Vanguard Group Inc. grew its position in shares of Johnson & Johnson by 1.3% during the 2nd quarter. Vanguard Group Inc. now owns 237,047,859 shares of the company’s stock valued at $36,209,060,000 after acquiring an additional 3,085,180 shares during the period. Geode Capital Management LLC grew its position in shares of Johnson & Johnson by 2.1% during the 2nd quarter. Geode Capital Management LLC now owns 60,609,476 shares of the company’s stock valued at $9,227,988,000 after acquiring an additional 1,225,676 shares during the period. Finally, Legal & General Group Plc increased its stake in shares of Johnson & Johnson by 6.2% in the 2nd quarter. Legal & General Group Plc now owns 18,917,274 shares of the company’s stock worth $2,889,614,000 after purchasing an additional 1,097,855 shares in the last quarter. Institutional investors own 69.55% of the company’s stock.

Insider Activity

In related news, EVP Timothy Schmid sold 1,322 shares of the business’s stock in a transaction dated Friday, February 20th. The stock was sold at an average price of $245.66, for a total value of $324,762.52. Following the sale, the executive vice president directly owned 25,447 shares in the company, valued at approximately $6,251,310.02. The trade was a 4.94% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this hyperlink. Also, EVP Vanessa Broadhurst sold 6,197 shares of the stock in a transaction that occurred on Tuesday, February 17th. The shares were sold at an average price of $243.39, for a total value of $1,508,287.83. Following the transaction, the executive vice president directly 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 ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders sold 30,142 shares of company stock worth $7,360,528 over the last ninety days. Insiders own 0.16% of the company’s stock.

Johnson & Johnson Trading Up 2.2%

JNJ stock opened at $248.81 on Monday. The company has a debt-to-equity ratio of 0.48, a current ratio of 1.03 and a quick ratio of 0.77. Johnson & Johnson has a 1-year low of $141.50 and a 1-year high of $248.94. The business has a 50 day simple moving average of $224.67 and a two-hundred day simple moving average of $202.00. The company has a market capitalization of $599.60 billion, a price-to-earnings ratio of 22.52, a PEG ratio of 2.41 and a beta of 0.34.

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

Johnson & Johnson Dividend Announcement

The company 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 is Tuesday, February 24th. This represents a $5.20 dividend on an annualized basis and a dividend yield of 2.1%. Johnson & Johnson’s dividend payout ratio (DPR) is presently 47.06%.

Johnson & Johnson News Summary

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

• Positive Sentiment: Early clinical data: Preliminary Phase 1b results for pasritamig (JNJ‑78278343) combined with docetaxel showed deep PSA responses, a safety profile consistent with docetaxel alone, and plans to advance into Phase 3 — a clear pipeline positive if confirmed. Early study results from Johnson & Johnson show promising antitumor activity with combination of pasritamig and docetaxel in advanced prostate cancer
• Positive Sentiment: Pipeline progress & R&D headlines are reinforcing investor confidence in growth beyond legacy products — additional coverage highlights antitumor activity and R&D milestones, supporting longer-term revenue upside. Early study results from Johnson & Johnson show promising antitumor activity with combination of pasritamig and docetaxel in advanced prostate cancer
• Positive Sentiment: Momentum and technicals: Analysts and commentary note JNJ is up ~38% over six months and has traded consistently above its 50- and 200-day SMAs — this supports momentum-driven buying and ETF/quant inflows. J&J Stock Up 38% in 6 Months: Should You Buy, Sell or Hold?
• Positive Sentiment: Defensive appeal: Published investor pieces emphasize JNJ’s diversified healthcare exposure and reliable dividend, making it attractive in risk-off environments — supporting demand as markets wobble. 2 Reasons I’d Happily Hold Johnson & Johnson Through Any Market Crash
• Neutral Sentiment: Market outperformance note: Coverage flagged that JNJ advanced while the broader market declined today — helpful context for flows but not a fundamental driver by itself. Johnson & Johnson (JNJ) Advances While Market Declines: Some Information for Investors
• Negative Sentiment: Litigation risk resurfacing: A Philadelphia jury ordered damages in a talc-related ovarian cancer case — the first plaintiff win since litigation recommenced — reviving product-liability exposure after prior bankruptcy strategies were curtailed. This increases headline and reserve risk. Johnson And Johnson Faces Fresh Talc Verdict As Pipeline Story Evolves
• Negative Sentiment: Regulatory / competitor legal pressure: Bayer has filed a separate lawsuit related to marketing practices for a prostate cancer drug — adds uncertainty and potential costs. Johnson And Johnson Faces Fresh Talc Verdict As Pipeline Story Evolves

Wall Street Analyst Weigh In

JNJ has been the topic of several analyst reports. BMO Capital Markets reiterated an “outperform” rating on shares of Johnson & Johnson in a research report on Thursday, December 11th. Argus raised their price objective on Johnson & Johnson from $210.00 to $240.00 in a research note on Friday, January 23rd. Loop Capital set a $220.00 price objective on Johnson & Johnson in a research note on Tuesday, January 27th. Bank of America increased their target price on shares of Johnson & Johnson from $220.00 to $221.00 and gave the stock a “neutral” rating in a report on Thursday, January 22nd. Finally, Sanford C. Bernstein lifted their price target on shares of Johnson & Johnson from $208.00 to $225.00 and gave the company a “market perform” rating in a report on Friday, January 23rd. One research analyst has rated the stock with a Strong Buy rating, seventeen have issued a Buy rating and nine have assigned a Hold rating to the company. Based on data from MarketBeat.com, the stock has a consensus rating of “Moderate Buy” and a consensus target price of $232.70.

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.