Advisory Alpha LLC Acquires 3,130 Shares of Johnson & Johnson $JNJ

Advisory Alpha LLC lifted its stake in Johnson & Johnson (NYSE:JNJ) by 37.5% during the 3rd quarter, according to its most recent disclosure with the Securities & Exchange Commission. The firm owned 11,487 shares of the company’s stock after buying an additional 3,130 shares during the quarter. Advisory Alpha LLC’s holdings in Johnson & Johnson were worth $2,137,000 as of its most recent filing with the Securities & Exchange Commission.

Several other large investors have also added to or reduced their stakes in the company. Brighton Jones LLC lifted its holdings in shares of Johnson & Johnson by 13.9% in the 4th quarter. Brighton Jones LLC now owns 51,876 shares of the company’s stock valued at $7,502,000 after acquiring an additional 6,332 shares during the last quarter. United Bank grew its stake in Johnson & Johnson by 110.7% in the 1st quarter. United Bank now owns 9,279 shares of the company’s stock worth $1,539,000 after acquiring an additional 4,876 shares in the last quarter. Sivia Capital Partners LLC grew its stake in Johnson & Johnson by 13.4% in the 2nd quarter. Sivia Capital Partners LLC now owns 5,863 shares of the company’s stock worth $896,000 after acquiring an additional 692 shares in the last quarter. Wealth Group Ltd. increased its position in shares of Johnson & Johnson by 12.8% during the second 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, Schnieders Capital Management LLC. raised its stake in shares of Johnson & Johnson by 9.8% during the second quarter. Schnieders Capital Management LLC. now owns 73,680 shares of the company’s stock valued at $11,255,000 after acquiring an additional 6,584 shares in the last quarter. Hedge funds and other institutional investors own 69.55% of the company’s stock.

Johnson & Johnson News Summary

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

• Positive Sentiment: FDA Fast Track for nipocalimab in systemic lupus erythematosus — The drug earned Fast Track designation supported by positive Phase 2 data and an ongoing Phase 3 study, which can accelerate review timelines and boosts the pharma pipeline narrative. Nipocalimab Fast Track PR
• Positive Sentiment: New direct-to-consumer drug sales channel — J&J launched a U.S. website to sell certain medications directly to uninsured or out-of-pocket patients, which may expand access and create a new revenue stream outside traditional pharmacy channels. Reuters: Direct-to-consumer site
• Neutral Sentiment: Oncology and other late-stage programs showing progress — Early pasritamig data and other oncology moves underpin higher long-term estimates, but timelines and commercial execution remain key variables. Yahoo: Pipeline & legal update
• Neutral Sentiment: Investor access and upcoming results — J&J scheduled its first-quarter results call for April 14; the call and Q1 metrics will be the next catalysts for guidance and near-term sentiment. Earnings call notice
• Neutral Sentiment: Dividend and income investor interest — J&J continues to be highlighted among top dividend/dividend-growth picks, supporting demand from income-focused investors even amid broader volatility. Dividend aristocrat piece
• Neutral Sentiment: Analyst stance: Hold with limited upside — Bank of America reiterated a Hold rating citing higher oncology-driven estimates but constrained upside, which may temper upside momentum despite pipeline wins. TipRanks: Hold rating
• Negative Sentiment: Bayer legal challenge over prostate cancer product claims — Bayer has initiated legal action related to prostate cancer product claims, introducing litigation risk and potential costs or reputational impact that investors dislike. Yahoo: Legal challenge mention

Analyst Upgrades and Downgrades

A number of research firms have commented on JNJ. Daiwa Securities Group raised their target price on shares of Johnson & Johnson from $203.00 to $237.00 and gave the company an “outperform” rating in a research report on Thursday, January 29th. Scotiabank restated an “outperform” rating on shares of Johnson & Johnson in a research note on Thursday, January 22nd. The Goldman Sachs Group reiterated a “buy” rating and issued a $250.00 price objective on shares of Johnson & Johnson in a research note on Thursday, January 22nd. Stifel Nicolaus upped their target price on Johnson & Johnson from $205.00 to $220.00 and gave the stock a “hold” rating in a research note on Thursday, January 22nd. Finally, Rothschild & Co Redburn lifted their price objective on shares of Johnson & Johnson from $180.00 to $210.00 and gave the company a “neutral” rating in a report on Thursday, February 19th. One investment analyst has rated the stock with a Strong Buy rating, seventeen have given a Buy rating and nine have assigned a Hold rating to the company. Based on data from MarketBeat.com, the company currently has an average rating of “Moderate Buy” and a consensus target price of $232.70.

Johnson & Johnson Price Performance

Johnson & Johnson stock opened at $245.28 on Thursday. The company has a fifty day simple moving average of $227.06 and a 200-day simple moving average of $203.31. The firm has a market capitalization of $591.10 billion, a price-to-earnings ratio of 22.20, a PEG ratio of 2.44 and a beta of 0.34. The company has a quick ratio of 0.77, a current ratio of 1.03 and a debt-to-equity ratio of 0.48. Johnson & Johnson has a 52-week low of $141.50 and a 52-week high of $251.71.

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

Johnson & Johnson Dividend Announcement

The business also recently declared a quarterly dividend, which will be paid on Tuesday, March 10th. Stockholders 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 dividend on an annualized basis and a dividend yield of 2.1%. Johnson & Johnson’s dividend payout ratio is 47.06%.

Insider Activity at Johnson & Johnson

In related news, EVP Timothy Schmid sold 1,322 shares of Johnson & Johnson stock in a transaction that occurred 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 transaction, the executive vice president owned 25,447 shares in the company, valued at approximately $6,251,310.02. This trade represents a 4.94% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which can be accessed through this link. Also, EVP Vanessa Broadhurst sold 6,197 shares of the company’s stock in a transaction 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 completion of 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 ownership of the stock. The SEC filing for this sale provides additional information. In the last ninety days, insiders sold 30,142 shares of company stock valued at $7,360,528. Insiders own 0.16% of the company’s stock.

About Johnson & Johnson

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.