Louisbourg Investments Inc. Has $6.81 Million Stake in Johnson & Johnson $JNJ

Louisbourg Investments Inc. decreased its holdings in Johnson & Johnson (NYSE:JNJ) by 16.8% in the 4th quarter, according to the company in its most recent 13F filing with the SEC. The fund owned 32,912 shares of the company’s stock after selling 6,660 shares during the quarter. Johnson & Johnson makes up about 1.3% of Louisbourg Investments Inc.’s investment portfolio, making the stock its 26th largest position. Louisbourg Investments Inc.’s holdings in Johnson & Johnson were worth $6,811,000 at the end of the most recent quarter.

A number of other institutional investors and hedge funds also recently bought and sold shares of JNJ. Capital International Investors raised its holdings in shares of Johnson & Johnson by 545.6% in the third quarter. Capital International Investors now owns 3,865,050 shares of the company’s stock valued at $716,657,000 after buying an additional 3,266,354 shares during the last quarter. Amundi grew its holdings in Johnson & Johnson by 19.3% during the 3rd quarter. Amundi now owns 13,354,936 shares of the company’s stock worth $2,512,719,000 after acquiring an additional 2,163,838 shares during the last quarter. Marshall Wace LLP grew its holdings in Johnson & Johnson by 126.3% during the 3rd quarter. Marshall Wace LLP now owns 3,584,162 shares of the company’s stock worth $664,575,000 after acquiring an additional 2,000,609 shares during the last quarter. Danske Bank A S bought a new stake in Johnson & Johnson during the 3rd quarter worth about $367,467,000. Finally, Wellington Management Group LLP increased its position in Johnson & Johnson by 3.8% in the 3rd quarter. Wellington Management Group LLP now owns 25,832,777 shares of the company’s stock valued at $4,789,914,000 after acquiring an additional 956,239 shares in the last quarter. Institutional investors and hedge funds own 69.55% of the company’s stock.

Wall Street Analyst Weigh In

A number of brokerages have recently issued reports on JNJ. Bank of America reiterated a “neutral” rating on shares of Johnson & Johnson in a research report on Monday, March 2nd. HSBC raised their price target on shares of Johnson & Johnson from $265.00 to $280.00 and gave the company a “buy” rating in a report on Tuesday, March 17th. BMO Capital Markets restated an “outperform” rating on shares of Johnson & Johnson in a research report on Thursday, December 11th. Stifel Nicolaus increased their price objective on Johnson & Johnson from $205.00 to $220.00 and gave the company a “hold” rating in a research report on Thursday, January 22nd. Finally, Wells Fargo & Company lifted their target price on Johnson & Johnson from $230.00 to $240.00 and gave the company an “overweight” rating in a research note on Thursday, January 22nd. One 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 stock. According to data from MarketBeat.com, Johnson & Johnson currently has an average rating of “Moderate Buy” and a consensus target price of $236.91.

Insider Buying and Selling at Johnson & Johnson

In other Johnson & Johnson news, EVP Timothy Schmid sold 1,322 shares of the company’s stock in a transaction on Friday, February 20th. The shares were sold at an average price of $245.66, for a total transaction of $324,762.52. Following the completion of the sale, the executive vice president owned 25,447 shares in the company, valued at approximately $6,251,310.02. The trade was a 4.94% decrease in their position. The sale was disclosed in a legal filing with the SEC, which is accessible through this hyperlink. Also, EVP Vanessa Broadhurst sold 6,197 shares of the 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 transaction, the executive vice president directly owned 23,003 shares in the company, valued at approximately $5,598,700.17. This trade represents a 21.22% decrease in their position. The SEC filing for this sale provides additional information. Insiders have sold a total of 30,142 shares of company stock valued at $7,360,528 in the last quarter. Corporate insiders own 0.16% of the company’s stock.

Johnson & Johnson News Roundup

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

• Positive Sentiment: Royalty Pharma signed a $500M R&D deal with J&J to support an experimental autoimmune antibody — a meaningful near‑term collaboration and capital inflow that supports JNJ’s pipeline value. Royalty Pharma, Johnson & Johnson Strike $500M Autoimmune Drug Deal
• Positive Sentiment: New randomized controlled trial data presented at ACC 2026 and published in JACC bolster JNJ’s pharma/MedTech credibility — supports revenue upside from adoption of cardiovascular products. Why Johnson & Johnson (JNJ) Is One of the Best Pharma Stocks to Invest in Now
• Positive Sentiment: Analysts and dividend trackers expect J&J to announce another dividend increase in April, reinforcing its income profile for income‑oriented investors. 7 Dividend Increases Expected In April 2026
• Neutral Sentiment: JNJ has become a trending stock on retail/analysis platforms, increasing attention and trading flows but not necessarily changing fundamentals. Johnson & Johnson (JNJ) Is a Trending Stock: Facts to Know Before Betting on It
• Neutral Sentiment: JNJ’s history of earnings beats and solid margins keeps expectations elevated; investors will watch the next report closely for confirmation. Will Johnson & Johnson (JNJ) Beat Estimates Again in Its Next Earnings Report?
• Negative Sentiment: MedTech preview notes China weakness as a potential headwind for Q1 MedTech revenue — regional softness could pressure sales versus expectations. JNJ Q1 MedTech Preview: Key Drivers and China Headwinds to Watch
• Negative Sentiment: After a ~61% one‑year rally, some outlets question valuation and whether upside is limited from current levels — valuation concerns can amplify selling on weakness. Is It Too Late To Consider Johnson & Johnson (JNJ) After Its 61% One-Year Surge?
• Negative Sentiment: Bridgewater’s Ray Dalio trimming his JNJ stake was reported — large-manager trimming can be read negatively by some investors even if position sizes are modest. Johnson & Johnson (JNJ): Billionaire Ray Dalio Trims Position

Johnson & Johnson Stock Down 0.0%

Shares of NYSE JNJ opened at $242.93 on Monday. Johnson & Johnson has a 1 year low of $141.50 and a 1 year high of $251.71. The firm’s 50-day moving average is $239.86 and its 200-day moving average is $213.26. The company has a current ratio of 1.03, a quick ratio of 0.77 and a debt-to-equity ratio of 0.48. The firm has a market capitalization of $585.11 billion, a PE ratio of 21.98, a price-to-earnings-growth ratio of 2.41 and a beta of 0.34.

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 business had revenue of $24.28 billion during the quarter. Equities analysts expect that Johnson & Johnson will post 10.58 EPS for the current year.

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.