Dynamic Advisor Solutions LLC lowered its position in shares of Johnson & Johnson (NYSE:JNJ – Free Report) by 19.9% in the fourth quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 41,171 shares of the company’s stock after selling 10,238 shares during the period. Dynamic Advisor Solutions LLC’s holdings in Johnson & Johnson were worth $8,520,000 at the end of the most recent quarter.
A number of other hedge funds and other institutional investors also recently bought and sold shares of JNJ. SOA Wealth Advisors LLC. boosted its position in shares of Johnson & Johnson by 0.7% during the 3rd quarter. SOA Wealth Advisors LLC. now owns 7,392 shares of the company’s stock worth $1,371,000 after acquiring an additional 53 shares in the last quarter. Ethos Financial Group LLC raised its position in shares of Johnson & Johnson by 0.6% during the 3rd quarter. Ethos Financial Group LLC now owns 9,110 shares of the company’s stock worth $1,689,000 after acquiring an additional 53 shares in the last quarter. Pinnacle Holdings LLC lifted its stake in Johnson & Johnson by 0.5% during the third quarter. Pinnacle Holdings LLC now owns 11,214 shares of the company’s stock worth $2,079,000 after purchasing an additional 54 shares during the last quarter. Bouchey Financial Group Ltd boosted its holdings in Johnson & Johnson by 0.8% in the third quarter. Bouchey Financial Group Ltd now owns 7,249 shares of the company’s stock valued at $1,344,000 after purchasing an additional 54 shares in the last quarter. Finally, Boltwood Capital Management boosted its holdings in Johnson & Johnson by 1.3% in the fourth quarter. Boltwood Capital Management now owns 4,263 shares of the company’s stock valued at $882,000 after purchasing an additional 54 shares in the last quarter. 69.55% of the stock is currently owned by institutional investors and hedge funds.
Insider Transactions at Johnson & Johnson
In related news, 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 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 sale was disclosed in a legal filing with the SEC, which is available at the SEC website. Also, EVP Timothy Schmid sold 1,322 shares of the company’s stock in a transaction that occurred 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 directly owned 25,447 shares of the company’s stock, valued at approximately $6,251,310.02. This represents a 4.94% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders sold 30,142 shares of company stock valued at $7,360,528 over the last ninety days. Corporate insiders own 0.16% of the company’s stock.
Johnson & Johnson Price Performance
Johnson & Johnson (NYSE:JNJ – Get Free Report) 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 for the quarter. As a group, equities analysts anticipate that Johnson & Johnson will post 10.58 EPS for the current year.
Johnson & Johnson Dividend Announcement
The firm also recently disclosed 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 was Tuesday, February 24th. This represents a $5.20 dividend on an annualized basis and a yield of 2.2%. Johnson & Johnson’s payout ratio is currently 47.06%.
Johnson & Johnson News Roundup
Here are the key news stories impacting Johnson & Johnson this week:
- Positive Sentiment: Phase 1 intravesical delivery of erdafitinib in non‑muscle invasive bladder cancer reported high (≈89%) response rates and durable complete responses with a favorable safety profile — a meaningful clinical readout that could expand J&J’s oncology opportunity if confirmed in later trials. Johnson & Johnson (JNJ) Advances Bladder Cancer Treatment with 89% Response Rate
- Positive Sentiment: FDA cleared the TECNIS PureSee intraocular lens (extended depth‑of‑focus option) — expands J&J’s cataract/vision portfolio and supports procedure revenue growth in ophthalmology. Device approvals tend to drive steady, low‑volatility revenue additions. Johnson & Johnson Targets Procedure Growth With Bladder Cancer And Vision Advances
- Positive Sentiment: Company is pursuing oncology expansion with new trials and delivery technologies, underscoring management’s focus on growing the oncology franchise over time. This supports longer‑term sales and pipeline value. Johnson And Johnson (NYSE:JNJ) Targets Oncology Growth Through New Trial Russell 1000
- Positive Sentiment: Collaboration/clinical partnering moves (e.g., work with Protagonist) aim to broaden immunology/dermatology and compete with established products like Skyrizi — potential upside if programs advance. Protagonist Partners With Johnson & Johnson To Compete With AbbVie’s Skyrizi
- Neutral Sentiment: Technically, JNJ has traded above its 50‑ and 200‑day moving averages for months, which many investors view as bullish momentum — may support demand absent new negatives. J&J Stock Trading Above 200- & 50-Day SMA for 8 Months: Time to Buy?
- Neutral Sentiment: Analyst/ broker commentary and ratings pieces are circulating; these can influence intraday flows but don’t change fundamentals unless accompanied by guidance or material news. Brokers Suggest Investing in Johnson & Johnson (JNJ): Read This Before Placing a Bet
- Neutral Sentiment: Former J&J oncology executive Craig Tendler moving to TuHURA is being reported; as he is already a former head, immediate operational impact at J&J appears limited. Craig Tendler, M.D., JNJ’s Former Global Head of Oncology Clinical Development, to Lead TuHURA Bioscience’s VISTA Program in AML and other Blood Related Cancers
- Negative Sentiment: Analyst pieces also flag ongoing patent and legal risks (historical and potential future litigation) that remain a valuation overhang and could spur downside if developments accelerate. J&J Stock Trading Above 200- & 50-Day SMA for 8 Months: Time to Buy?
Analysts Set New Price Targets
A number of analysts have weighed in on JNJ shares. The Goldman Sachs Group reissued a “buy” rating and set a $250.00 price objective on shares of Johnson & Johnson in a report on Thursday, January 22nd. Leerink Partners upped their target price on shares of Johnson & Johnson from $201.00 to $232.00 and gave the company a “market perform” rating in a report on Thursday, January 22nd. Barclays increased their target price on shares of Johnson & Johnson from $217.00 to $234.00 and gave the company an “equal weight” rating in a research report on Thursday, March 19th. UBS Group reissued a “buy” rating on shares of Johnson & Johnson in a research report on Monday, January 5th. Finally, Daiwa Securities Group upped their price objective on shares of Johnson & Johnson from $203.00 to $237.00 and gave the company an “outperform” rating in a research note on Thursday, January 29th. One equities research 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 company. According to MarketBeat.com, Johnson & Johnson presently has a consensus rating of “Moderate Buy” and a consensus price target of $236.91.
View Our Latest Analysis on JNJ
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.
See Also
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