Davis R M Inc. Sells 3,013 Shares of Johnson & Johnson $JNJ

Davis R M Inc. decreased its holdings in shares of Johnson & Johnson (NYSE:JNJ) by 1.4% in the 3rd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 215,437 shares of the company’s stock after selling 3,013 shares during the quarter. Davis R M Inc.’s holdings in Johnson & Johnson were worth $39,946,000 at the end of the most recent quarter.

Several other hedge funds have also bought and sold shares of JNJ. Abich Financial Wealth Management LLC purchased a new stake in shares of Johnson & Johnson during the 3rd quarter valued at $26,000. Evolution Wealth Management Inc. purchased a new stake in Johnson & Johnson during the second quarter valued at about $27,000. Clayton Financial Group LLC bought a new stake in Johnson & Johnson during the third quarter worth about $28,000. Semmax Financial Advisors Inc. boosted its holdings in shares of Johnson & Johnson by 55.0% in the 2nd quarter. Semmax Financial Advisors Inc. now owns 203 shares of the company’s stock worth $31,000 after purchasing an additional 72 shares in the last quarter. Finally, Compass Financial Services Inc increased its position in shares of Johnson & Johnson by 707.1% during the 3rd quarter. Compass Financial Services Inc now owns 226 shares of the company’s stock valued at $42,000 after purchasing an additional 198 shares during the last quarter. 69.55% of the stock is currently owned by institutional investors.

Wall Street Analyst Weigh In

A number of analysts recently weighed in on the company. Wells Fargo & Company boosted their target price on Johnson & Johnson from $230.00 to $240.00 and gave the stock an “overweight” rating in a research report on Thursday, January 22nd. Weiss Ratings reaffirmed a “buy (b)” rating on shares of Johnson & Johnson in a research note on Wednesday, January 28th. Wall Street Zen cut shares of Johnson & Johnson from a “buy” rating to a “hold” rating in a research report on Saturday, February 14th. Freedom Capital cut Johnson & Johnson from a “strong-buy” rating to a “hold” rating in a research note on Friday, January 16th. Finally, Wolfe Research boosted their target price on Johnson & Johnson from $225.00 to $240.00 and gave the company an “outperform” rating in a research note on Monday, January 5th. One research analyst has rated the stock with a Strong Buy rating, seventeen have assigned a Buy rating and nine have given a Hold rating to the stock. According to data from MarketBeat.com, Johnson & Johnson has a consensus rating of “Moderate Buy” and a consensus target price of $232.70.

Johnson & Johnson Price Performance

JNJ stock opened at $248.81 on Monday. The stock 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. The firm’s 50-day moving average price is $224.67 and its two-hundred day moving average price is $202.00. 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 has a 12-month low of $141.50 and a 12-month high of $248.94.

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 company had revenue of $24.28 billion for the quarter. Johnson & Johnson had a return on equity of 33.04% and a net margin of 28.46%. As a group, equities analysts predict that Johnson & Johnson will post 10.58 earnings per share for the current year.

Johnson & Johnson Announces Dividend

The firm also recently declared a quarterly dividend, which will be paid on Tuesday, March 10th. Investors of record on Tuesday, February 24th will be paid a $1.30 dividend. The ex-dividend date of this dividend is Tuesday, February 24th. This represents a $5.20 dividend on an annualized basis and a yield of 2.1%. Johnson & Johnson’s dividend payout ratio (DPR) is presently 47.06%.

Key Stories Impacting Johnson & Johnson

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

Insider Buying and Selling at Johnson & Johnson

In other news, EVP Vanessa Broadhurst sold 6,197 shares of Johnson & Johnson 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 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 sale was disclosed in a document filed with the SEC, which is accessible through this hyperlink. Also, EVP Timothy Schmid sold 1,322 shares of the stock in a transaction dated 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 transaction, the executive vice president directly owned 25,447 shares of the company’s stock, valued at approximately $6,251,310.02. The trade was a 4.94% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. In the last quarter, insiders sold 30,142 shares of company stock worth $7,360,528. 0.16% of the stock is currently owned by company insiders.

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.