CWA Asset Management Group LLC Reduces Position in Johnson & Johnson $JNJ

CWA Asset Management Group LLC trimmed its position in shares of Johnson & Johnson (NYSE:JNJ) by 2.2% during the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The fund owned 97,741 shares of the company’s stock after selling 2,203 shares during the period. Johnson & Johnson comprises 0.7% of CWA Asset Management Group LLC’s holdings, making the stock its 25th biggest holding. CWA Asset Management Group LLC’s holdings in Johnson & Johnson were worth $20,228,000 at the end of the most recent quarter.

A number of other hedge funds and other institutional investors also recently added to or reduced their stakes in JNJ. Abich Financial Wealth Management LLC bought a new position in shares of Johnson & Johnson during the third quarter valued at approximately $26,000. Evolution Wealth Management Inc. bought a new stake in shares of Johnson & Johnson during the 2nd quarter worth approximately $27,000. Clayton Financial Group LLC bought a new stake in shares of Johnson & Johnson during the 3rd quarter worth approximately $28,000. Semmax Financial Advisors Inc. boosted its holdings in Johnson & Johnson by 55.0% during the 2nd quarter. Semmax Financial Advisors Inc. now owns 203 shares of the company’s stock valued at $31,000 after acquiring an additional 72 shares during the period. Finally, Turning Point Benefit Group Inc. bought a new position in Johnson & Johnson in the 3rd quarter valued at $41,000. 69.55% of the stock is owned by hedge funds and other 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

Johnson & Johnson Price Performance

Shares of JNJ stock opened at $235.64 on Monday. The stock’s 50-day moving average is $235.21 and its 200 day moving average is $208.81. Johnson & Johnson has a 1-year low of $141.50 and a 1-year high of $251.71. The company has a debt-to-equity ratio of 0.48, a current ratio of 1.03 and a quick ratio of 0.77. The company has a market cap of $567.57 billion, a P/E ratio of 21.32, a PEG 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 EPS 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. Research analysts predict that Johnson & Johnson will post 10.58 earnings per share for the current fiscal year.

Johnson & Johnson Announces Dividend

The company also recently announced a quarterly dividend, which was paid on Tuesday, March 10th. Investors of record on Tuesday, February 24th were given a dividend of $1.30 per share. The ex-dividend date of this dividend was Tuesday, February 24th. This represents a $5.20 dividend on an annualized basis and a yield of 2.2%. Johnson & Johnson’s dividend payout ratio is presently 47.06%.

Insider Buying and Selling

In other news, EVP Vanessa Broadhurst sold 6,197 shares of the company’s stock in a transaction on Tuesday, February 17th. The stock was sold at an average price of $243.39, for a total transaction 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. This represents a 21.22% decrease in their ownership of the stock. 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 on Friday, February 20th. The shares were sold at an average price of $245.66, for a total value of $324,762.52. Following the sale, the executive vice president owned 25,447 shares of the company’s stock, valued at approximately $6,251,310.02. This represents a 4.94% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders have sold 30,142 shares of company stock valued at $7,360,528 in the last three months. 0.16% of the stock is currently owned by corporate insiders.

Analysts Set New Price Targets

A number of research firms have weighed in on JNJ. BMO Capital Markets reiterated an “outperform” rating on shares of Johnson & Johnson in a research note on Thursday, December 11th. Bank of America restated a “neutral” rating on shares of Johnson & Johnson in a report on Monday, March 2nd. The Goldman Sachs Group reaffirmed a “buy” rating and issued a $250.00 price target on shares of Johnson & Johnson in a research note on Thursday, January 22nd. Sanford C. Bernstein boosted their price objective on shares of Johnson & Johnson from $208.00 to $225.00 and gave the company a “market perform” rating in a research report on Friday, January 23rd. Finally, Stifel Nicolaus upped their target price on shares of Johnson & Johnson from $205.00 to $220.00 and gave the stock a “hold” rating in a research note on Thursday, January 22nd. One research analyst has rated the stock with a Strong Buy rating, seventeen have given a Buy rating and nine have issued a Hold rating to the stock. According to data from MarketBeat.com, the company presently has an average rating of “Moderate Buy” and an average price target of $236.91.

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.