Fiera Capital Corp Decreases Position in Johnson & Johnson $JNJ

Fiera Capital Corp reduced its stake in Johnson & Johnson (NYSE:JNJ) by 4.1% during the 3rd quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 2,645,416 shares of the company’s stock after selling 113,251 shares during the period. Johnson & Johnson accounts for about 1.6% of Fiera Capital Corp’s holdings, making the stock its 15th biggest position. Fiera Capital Corp’s holdings in Johnson & Johnson were worth $490,513,000 as of its most recent filing with the Securities & Exchange Commission.

Other institutional investors have also modified their holdings of the company. Abich Financial Wealth Management LLC acquired a new stake in Johnson & Johnson during the 3rd quarter worth $26,000. Evolution Wealth Management Inc. purchased a new position in shares of Johnson & Johnson during the second quarter worth about $27,000. Clayton Financial Group LLC acquired a new stake in shares of Johnson & Johnson during the third quarter worth about $28,000. Semmax Financial Advisors Inc. lifted its holdings in shares of Johnson & Johnson by 55.0% in the 2nd quarter. Semmax Financial Advisors Inc. now owns 203 shares of the company’s stock valued at $31,000 after purchasing an additional 72 shares during the last quarter. Finally, Compass Financial Services Inc grew its stake in Johnson & Johnson by 707.1% during the 3rd quarter. Compass Financial Services Inc now owns 226 shares of the company’s stock worth $42,000 after buying an additional 198 shares during the last quarter. Hedge funds and other institutional investors own 69.55% of the company’s stock.

Insider Activity

In other news, EVP Timothy Schmid sold 22,623 shares of the business’s stock in a transaction that occurred on Wednesday, February 18th. The stock was sold at an average price of $244.33, for a total transaction of $5,527,477.59. Following the sale, the executive vice president owned 26,769 shares of the company’s stock, valued at $6,540,469.77. The trade was a 45.80% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available through this hyperlink. Also, EVP Vanessa Broadhurst sold 6,197 shares of the firm’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 directly owned 23,003 shares of the company’s stock, valued at $5,598,700.17. The trade was a 21.22% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Corporate insiders own 0.16% of the company’s stock.

Johnson & Johnson Stock Up 0.8%

JNJ opened at $246.90 on Friday. The company has a debt-to-equity ratio of 0.48, a current ratio of 1.03 and a quick ratio of 0.77. Johnson & Johnson has a 12 month low of $141.50 and a 12 month high of $246.96. The stock has a market capitalization of $595.00 billion, a P/E ratio of 22.34, a P/E/G ratio of 2.38 and a beta of 0.35. The business has a 50 day simple moving average of $220.45 and a 200-day simple moving average of $198.55.

Johnson & Johnson (NYSE:JNJ) last released its quarterly earnings data on Saturday, January 31st. The company reported $2.46 earnings per share (EPS) for the quarter. Johnson & Johnson had a return on equity of 33.04% and a net margin of 28.46%.The firm had revenue of $24.28 billion during the quarter. On average, equities analysts anticipate that Johnson & Johnson will post 10.58 earnings per share for the current fiscal year.

Johnson & Johnson Announces Dividend

The business also recently disclosed a quarterly dividend, which will be paid on Tuesday, March 10th. Investors of record on Tuesday, February 24th will be issued a dividend of $1.30 per share. The ex-dividend date of this dividend is Tuesday, February 24th. This represents a $5.20 dividend on an annualized basis and a yield of 2.1%. Johnson & Johnson’s payout ratio is currently 47.06%.

Trending Headlines about Johnson & Johnson

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

• Positive Sentiment: Strong clinical data: Phase 1b/2 OrigAMI‑4 showed a 56% overall response rate (10% complete responses) for subcutaneous amivantamab (RYBREVANT FASPRO) plus immunotherapy in first‑line recurrent/metastatic head & neck cancer — data that can materially broaden commercial and label potential if confirmed. Read More.
• Positive Sentiment: Regulatory acceleration: FDA granted Breakthrough Therapy Designation for subcutaneous amivantamab in advanced head & neck cancer — could shorten development timelines and improve commercial outlook. Read More.
• Positive Sentiment: Factory investment: J&J announced >$1 billion to build a next‑generation cell‑therapy manufacturing facility in Pennsylvania — supports scaling of cell/biologics supply and signals continued capex to back pipeline commercialization. Read More.
• Positive Sentiment: Shareholder returns & analyst momentum: JNJ raised its quarterly payout (supports dividend investor base) and analysts have been raising targets/ratings, underpinning bullish sentiment. Read More.
• Neutral Sentiment: Strategic sale being explored: Bloomberg/Reuters report J&J is preparing a potential sale (~$20B) of its orthopedics unit; could unlock value but is early and dependent on deal terms/market appetite. Read More.
• Neutral Sentiment: Options & market attention: Elevated options activity and analyst write‑ups are amplifying near‑term moves but don’t change fundamentals. Monitor for concentrated directional trades. Read More.
• Negative Sentiment: Insider selling: Two executive vice presidents disclosed sizable share sales (combined filings) last week — a near‑term negative signal for some investors, though not proof of change in fundamentals. Read More.
• Negative Sentiment: Legal overhang: Coverage highlighting rising talc litigation risk continues to weigh on valuation and can cap multiple expansion despite operational gains. Read More.

Analysts Set New Price Targets

A number of equities research analysts have weighed in on JNJ shares. Scotiabank reiterated an “outperform” rating on shares of Johnson & Johnson in a research note on Thursday, January 22nd. Stifel Nicolaus upped their price target on shares of Johnson & Johnson from $205.00 to $220.00 and gave the company a “hold” rating in a research report on Thursday, January 22nd. Daiwa Securities Group increased their price target on shares of Johnson & Johnson from $203.00 to $237.00 and gave the stock an “outperform” rating in a research note on Thursday, January 29th. The Goldman Sachs Group restated a “buy” rating and issued a $250.00 price objective on shares of Johnson & Johnson in a research note on Thursday, January 22nd. Finally, Sanford C. Bernstein increased their target price on shares of Johnson & Johnson from $208.00 to $225.00 and gave the stock a “market perform” rating in a research note on Friday, January 23rd. One equities research analyst has rated the stock with a Strong Buy rating, seventeen have assigned a Buy rating and eight have issued a Hold rating to the company. According to MarketBeat, Johnson & Johnson currently has an average rating of “Moderate Buy” and a consensus price target of $233.73.

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.