QP Wealth Management LLC acquired a new position in Johnson & Johnson (NYSE:JNJ – Free Report) in the fourth quarter, according to the company in its most recent filing with the SEC. The firm acquired 2,258 shares of the company’s stock, valued at approximately $467,000.
A number of other institutional investors and hedge funds have also modified their holdings of the company. WealthCare Investment Partners LLC increased its position in shares of Johnson & Johnson by 11.4% during the fourth quarter. WealthCare Investment Partners LLC now owns 2,266 shares of the company’s stock valued at $470,000 after purchasing an additional 231 shares during the period. Collective Family Office LLC lifted its position in Johnson & Johnson by 3.8% in the fourth quarter. Collective Family Office LLC now owns 2,541 shares of the company’s stock worth $526,000 after purchasing an additional 92 shares during the period. Ransom Advisory Ltd boosted its stake in Johnson & Johnson by 1.0% during the fourth quarter. Ransom Advisory Ltd now owns 11,540 shares of the company’s stock worth $2,388,000 after buying an additional 114 shares in the last quarter. Great Oak Capital Partners LLC increased its holdings in Johnson & Johnson by 336.9% in the 4th quarter. Great Oak Capital Partners LLC now owns 7,322 shares of the company’s stock valued at $1,518,000 after buying an additional 5,646 shares during the period. Finally, Ehrlich Financial Group acquired a new position in shares of Johnson & Johnson in the 4th quarter valued at $216,000. 69.55% of the stock is currently owned by institutional investors.
Key Headlines Impacting Johnson & Johnson
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 Analyst Weigh In
Check Out Our Latest Report on Johnson & Johnson
Insider Buying and Selling
In related news, EVP Vanessa Broadhurst sold 6,197 shares of the business’s 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 completion of the transaction, the executive vice president owned 23,003 shares in the company, valued at $5,598,700.17. The trade was a 21.22% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is available at the SEC website. Also, EVP Timothy Schmid sold 22,623 shares of the stock in a transaction on Wednesday, February 18th. The shares were sold at an average price of $244.33, for a total value of $5,527,477.59. Following the completion of the transaction, the executive vice president owned 26,769 shares in the company, valued at $6,540,469.77. The trade was a 45.80% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold 30,142 shares of company stock worth $7,360,528 over the last quarter. 0.16% of the stock is owned by company insiders.
Johnson & Johnson Price Performance
Johnson & Johnson stock opened at $235.64 on Friday. Johnson & Johnson has a 52 week low of $141.50 and a 52 week high of $251.71. The firm has a market cap 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. The company has a debt-to-equity ratio of 0.48, a quick ratio of 0.77 and a current ratio of 1.03. The business’s fifty day moving average is $235.21 and its two-hundred day moving average is $208.59.
Johnson & Johnson (NYSE:JNJ – Get Free Report) last released its quarterly earnings results on Saturday, January 31st. The company reported $2.46 earnings per share (EPS) for the quarter. The business had revenue of $24.28 billion during the quarter. Johnson & Johnson had a return on equity of 33.04% and a net margin of 28.46%. Equities research analysts forecast that Johnson & Johnson will post 10.58 earnings per share for the current fiscal year.
Johnson & Johnson Announces Dividend
The business also recently announced a quarterly dividend, which was paid on Tuesday, March 10th. Shareholders of record on Tuesday, February 24th were paid a $1.30 dividend. The ex-dividend date of this dividend was Tuesday, February 24th. This represents a $5.20 dividend on an annualized basis and a dividend yield of 2.2%. Johnson & Johnson’s payout ratio is currently 47.06%.
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.
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