Farmers Trust Co. Buys 6,233 Shares of Johnson & Johnson $JNJ

Farmers Trust Co. boosted its stake in Johnson & Johnson (NYSE:JNJ) by 12.5% in the fourth quarter, according to the company in its most recent disclosure with the SEC. The firm owned 56,076 shares of the company’s stock after purchasing an additional 6,233 shares during the quarter. Johnson & Johnson comprises 1.9% of Farmers Trust Co.’s portfolio, making the stock its 9th largest position. Farmers Trust Co.’s holdings in Johnson & Johnson were worth $11,605,000 as of its most recent filing with the SEC.

A number of other large investors also recently bought and sold shares of the stock. AustralianSuper Pty Ltd increased its stake in Johnson & Johnson by 632.0% during the third quarter. AustralianSuper Pty Ltd now owns 89,183 shares of the company’s stock worth $16,536,000 after acquiring an additional 77,000 shares during the last quarter. J.W. Cole Advisors Inc. lifted its stake in shares of Johnson & Johnson by 2.2% in the 3rd quarter. J.W. Cole Advisors Inc. now owns 130,934 shares of the company’s stock valued at $24,278,000 after purchasing an additional 2,769 shares in the last quarter. Guinness Asset Management LTD lifted its stake in shares of Johnson & Johnson by 0.4% in the 3rd quarter. Guinness Asset Management LTD now owns 1,383,195 shares of the company’s stock valued at $251,216,000 after purchasing an additional 5,994 shares in the last quarter. Treasurer of the State of North Carolina grew its holdings in shares of Johnson & Johnson by 8.3% during the 2nd quarter. Treasurer of the State of North Carolina now owns 1,234,945 shares of the company’s stock worth $188,638,000 after purchasing an additional 94,957 shares during the period. Finally, National Pension Service increased its position in Johnson & Johnson by 3.2% during the 3rd quarter. National Pension Service now owns 4,926,569 shares of the company’s stock worth $913,484,000 after purchasing an additional 151,707 shares in the last quarter. Hedge funds and other institutional investors own 69.55% of the company’s stock.

Johnson & Johnson Trading Down 0.8%

JNJ opened at $235.64 on Friday. The firm’s 50 day moving average is $235.21 and its 200-day moving average is $208.59. Johnson & Johnson has a 52-week low of $141.50 and a 52-week high of $251.71. 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 firm has a market capitalization of $567.57 billion, a P/E ratio of 21.32, a P/E/G ratio of 2.32 and a beta of 0.34.

Johnson & Johnson (NYSE:JNJ) last announced its 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 business had revenue of $24.28 billion during the quarter. Analysts expect that Johnson & Johnson will post 10.58 EPS for the current fiscal year.

Johnson & Johnson Dividend Announcement

The firm also recently announced a quarterly dividend, which was paid on Tuesday, March 10th. Stockholders of record on Tuesday, February 24th were paid a dividend of $1.30 per share. The ex-dividend date was Tuesday, February 24th. This represents a $5.20 annualized dividend and a dividend yield of 2.2%. Johnson & Johnson’s dividend payout ratio (DPR) is currently 47.06%.

Johnson & Johnson News Roundup

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

• Positive Sentiment: FDA approves Icotyde — expands J&J’s immunology/new drug portfolio with the first oral IL‑23 receptor antagonist, creating multi‑billion dollar revenue potential and unlocking milestone/royalty pathways with partners. Johnson & Johnson announces U.S. FDA approved Icotyde
• Positive Sentiment: Bullish analyst support — HSBC raised its price target to $280 (Buy) and Morgan Stanley reiterated a Buy with a $262 target, reinforcing upside expectations for J&J’s immunology growth. These firm-level views support longer‑term upside. HSBC Raises Johnson & Johnson Price Target TipRanks / Morgan Stanley note
• Neutral Sentiment: Clinical collaboration for prostate cancer — J&J signed a clinical‑supply agreement with GI Innovation to test a combo therapy in mCRPC (Phase 1b). Early‑stage, potentially value‑creating but long horizon. GI Innovation Announces First Clinical Supply Agreement
• Neutral Sentiment: Barclays raised its price target to $234 but kept an Equal Weight rating — a modest constructive signal, though the rating implies limited near‑term upside from current levels. Barclays Sees Continued Strength in J&J Pharma Business
• Neutral Sentiment: Partner (Protagonist) implications — Protagonist Therapeutics shares have rallied on Icotyde approval news because of milestone/royalty potential; that upside can translate into contingent payments to J&J’s partners but is secondary to J&J’s own sales path. Protagonist Therapeutics Stock Rallies Nearly 7%
• Negative Sentiment: Profit‑taking and macro skepticism — after a large run‑up in JNJ shares, investors appear to be trimming positions; market‑level concerns (stagflation commentary from influential voices) and cautious broker ratings (Equal Weight from Barclays) likely pressured the stock despite the positive product and analyst news. Jim Cramer on Johnson & Johnson

Wall Street Analysts Forecast Growth

Several research analysts recently commented on JNJ shares. Barclays raised their price target on shares of Johnson & Johnson from $217.00 to $234.00 and gave the company an “equal weight” rating in a report on Thursday. Scotiabank reissued an “outperform” rating on shares of Johnson & Johnson in a research report on Thursday, January 22nd. HSBC raised their target price on shares of Johnson & Johnson from $265.00 to $280.00 and gave the company a “buy” rating in a research note on Tuesday, March 17th. Wolfe Research upped their price target on shares of Johnson & Johnson from $225.00 to $240.00 and gave the stock an “outperform” rating in a research report on Monday, January 5th. Finally, Daiwa Securities Group increased their price target on Johnson & Johnson from $203.00 to $237.00 and gave the company an “outperform” rating in a report on Thursday, January 29th. One investment 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 stock. According to data from MarketBeat.com, the stock currently has an average rating of “Moderate Buy” and a consensus target price of $236.91.

Insider Transactions at Johnson & Johnson

In other news, EVP Timothy Schmid sold 1,322 shares of Johnson & Johnson 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 sale, 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. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through this hyperlink. Also, EVP Vanessa Broadhurst sold 6,197 shares of the business’s stock in a transaction dated Tuesday, February 17th. The stock was sold at an average price of $243.39, for a total value of $1,508,287.83. Following the completion of the transaction, the executive vice president owned 23,003 shares in the company, valued at approximately $5,598,700.17. This trade represents a 21.22% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Over the last ninety days, insiders have sold 30,142 shares of company stock worth $7,360,528. Corporate 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.