Perpetual Ltd Sells 4,180 Shares of Johnson & Johnson $JNJ

Perpetual Ltd lessened its stake in Johnson & Johnson (NYSE:JNJ) by 10.8% in the 3rd quarter, Holdings Channel reports. The institutional investor owned 34,430 shares of the company’s stock after selling 4,180 shares during the quarter. Perpetual Ltd’s holdings in Johnson & Johnson were worth $6,384,000 as of its most recent SEC filing.

A number of other hedge funds and other institutional investors have also made changes to their positions in JNJ. Evolution Wealth Management Inc. acquired a new stake in shares of Johnson & Johnson in the 2nd quarter valued at about $27,000. Semmax Financial Advisors Inc. grew its holdings in shares of Johnson & Johnson by 55.0% during the second quarter. Semmax Financial Advisors Inc. now owns 203 shares of the company’s stock worth $31,000 after buying an additional 72 shares in the last quarter. GFG Capital LLC bought a new position in shares of Johnson & Johnson during the second quarter worth about $35,000. 1248 Management LLC acquired a new stake in Johnson & Johnson in the 1st quarter valued at approximately $48,000. Finally, Vermillion & White Wealth Management Group LLC lifted its stake in Johnson & Johnson by 66.4% in the 2nd quarter. Vermillion & White Wealth Management Group LLC now owns 376 shares of the company’s stock valued at $57,000 after acquiring an additional 150 shares in the last quarter. 69.55% of the stock is currently owned by institutional investors and hedge funds.

Key Stores Impacting Johnson & Johnson

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

• Positive Sentiment: FDA approves a subcutaneous version of Rybrevant (amivantamab) that reduces administration time from hours to minutes for EGFR‑mutated NSCLC — this materially improves patient convenience, may raise uptake vs. IV therapy and supports long‑term revenue potential for JNJ’s lung‑cancer franchise. J&J Wins FDA Nod for Subcutaneous Version of NSCLC Drug Rybrevant
• Positive Sentiment: FDA clears RYBREVANT FASPRO (amivantamab + hyaluronidase) as the first subcutaneous therapy across Rybrevant indications, enabling much shorter, simpler first‑line regimens when combined with LAZCLUZE — a regulatory win that supports commercial uptake and margins. U.S. FDA Approval of RYBREVANT FASPRO
• Positive Sentiment: JNJ’s MedTech unit won FDA clearance for the TRUFILL n‑BCA liquid embolic system to treat symptomatic chronic subdural hematoma (cSDH), expanding neurovascular indications and supporting device revenue growth. Johnson & Johnson Receives FDA Approval for TRUFILL n‑BCA
• Positive Sentiment: Media and investor sentiment is bullish: Jim Cramer highlighted JNJ’s oncology momentum and broader rotation into healthcare/defensive names, which can drive retail interest and support multiple expansion. Jim Cramer Couldn’t Stop Gushing About Johnson & Johnson (JNJ)’s Cancer Drugs
• Neutral Sentiment: Analyst/valuation commentary argues JNJ’s premium multiple is supported by accelerating growth and portfolio mix; useful context for longer‑term positioning but less likely to move near‑term price. Johnson and Johnson: Valuation Premium Justified By Accelerating Growth
• Neutral Sentiment: Macro note: rate cuts and dividend‑friendly ETF flows (e.g., mentions in MarketBeat pieces) can support demand for high‑quality dividend payers like JNJ, but impact is gradual. Rate Cuts Make These 3 Income ETFs More Attractive Than Ever
• Negative Sentiment: Near‑term pullback likely driven by profit‑taking after a large YTD move (shares are up significantly year‑to‑date); heavy volume suggests short‑term selling pressure despite positive catalysts.

Johnson & Johnson Trading Down 0.9%

Shares of NYSE:JNJ opened at $206.49 on Monday. Johnson & Johnson has a 52-week low of $140.68 and a 52-week high of $215.18. The company has a debt-to-equity ratio of 0.50, a quick ratio of 0.80 and a current ratio of 1.07. The company has a market capitalization of $497.49 billion, a P/E ratio of 19.93, a price-to-earnings-growth ratio of 2.24 and a beta of 0.36. The company has a 50-day simple moving average of $198.10 and a 200 day simple moving average of $179.38.

Johnson & Johnson (NYSE:JNJ) last announced its quarterly earnings results on Wednesday, August 30th. The company reported $2.26 earnings per share for the quarter. Johnson & Johnson had a return on equity of 32.73% and a net margin of 27.26%.The firm had revenue of $24.02 billion for the quarter. Sell-side analysts forecast that Johnson & Johnson will post 10.58 earnings per share for the current year.

Johnson & Johnson Dividend Announcement

The firm also recently announced a quarterly dividend, which was paid on Tuesday, December 9th. Investors of record on Tuesday, November 25th were issued a dividend of $1.30 per share. The ex-dividend date of this dividend was Tuesday, November 25th. This represents a $5.20 dividend on an annualized basis and a dividend yield of 2.5%. Johnson & Johnson’s payout ratio is presently 50.19%.

Wall Street Analyst Weigh In

A number of research firms have recently issued reports on JNJ. Scotiabank began coverage on shares of Johnson & Johnson in a report on Thursday, November 13th. They issued a “sector outperform” rating and a $230.00 price objective on the stock. Morgan Stanley lifted their price target on shares of Johnson & Johnson from $190.00 to $197.00 and gave the company an “equal weight” rating in a research note on Friday, December 12th. The Goldman Sachs Group increased their price objective on shares of Johnson & Johnson from $213.00 to $240.00 and gave the stock a “buy” rating in a research note on Thursday. Barclays lifted their target price on Johnson & Johnson from $176.00 to $197.00 and gave the company an “equal weight” rating in a research report on Tuesday, December 2nd. Finally, Royal Bank Of Canada set a $240.00 price target on Johnson & Johnson in a research report on Wednesday. Four equities research analysts have rated the stock with a Strong Buy rating, fourteen have issued a Buy rating and nine have assigned a Hold rating to the company’s stock. According to MarketBeat, Johnson & Johnson currently has a consensus rating of “Moderate Buy” and a consensus price target of $210.25.

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.