Bradley Foster & Sargent Inc. CT Has $63.32 Million Stake in Johnson & Johnson $JNJ

Bradley Foster & Sargent Inc. CT lessened its stake in shares of Johnson & Johnson (NYSE:JNJ) by 2.3% during the third quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 341,506 shares of the company’s stock after selling 8,006 shares during the period. Johnson & Johnson accounts for about 0.9% of Bradley Foster & Sargent Inc. CT’s portfolio, making the stock its 29th biggest position. Bradley Foster & Sargent Inc. CT’s holdings in Johnson & Johnson were worth $63,322,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Several other large investors have also made changes to their positions in the company. SOA Wealth Advisors LLC. raised its stake in Johnson & Johnson by 0.7% during the third 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 grew its holdings in 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 during the last quarter. Heritage Oak Wealth Advisors LLC increased its position in Johnson & Johnson by 3.5% in the 3rd quarter. Heritage Oak Wealth Advisors LLC now owns 1,639 shares of the company’s stock valued at $304,000 after acquiring an additional 55 shares during the period. Investor s Fiduciary Advisor Network LLC lifted its holdings in shares of Johnson & Johnson by 0.8% during the third quarter. Investor s Fiduciary Advisor Network LLC now owns 6,905 shares of the company’s stock worth $1,280,000 after purchasing an additional 55 shares during the period. Finally, TPG Advisors LLC increased its holdings in Johnson & Johnson by 3.5% in the third quarter. TPG Advisors LLC now owns 1,628 shares of the company’s stock valued at $302,000 after purchasing an additional 55 shares during the period. Institutional investors and hedge funds own 69.55% of the company’s stock.

Analyst Upgrades and Downgrades

JNJ has been the topic of a number of analyst reports. Leerink Partners upped their price target on Johnson & Johnson from $201.00 to $232.00 and gave the company a “market perform” rating in a research report on Thursday, January 22nd. Royal Bank Of Canada raised their price target on shares of Johnson & Johnson from $240.00 to $255.00 and gave the stock an “outperform” rating in a report on Tuesday, February 3rd. TD Cowen upped their price objective on shares of Johnson & Johnson from $222.00 to $250.00 and gave the company a “buy” rating in a research note on Thursday, January 22nd. Rothschild & Co Redburn lifted their target price on shares of Johnson & Johnson from $180.00 to $210.00 and gave the stock a “neutral” rating in a research note on Thursday, February 19th. Finally, Wells Fargo & Company increased their price target on Johnson & Johnson from $230.00 to $240.00 and gave the stock an “overweight” rating in a report on Thursday, January 22nd. One analyst has rated the stock with a Strong Buy rating, seventeen have assigned a Buy rating and nine have issued a Hold rating to the company’s stock. According to data from MarketBeat.com, Johnson & Johnson currently has an average rating of “Moderate Buy” and an average price target of $232.70.

Key Stories Impacting Johnson & Johnson

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

• Positive Sentiment: Regulatory/clinical catalyst — J&J submitted an sBLA for IMAAVY (nipocalimab) seeking the first FDA‑approved therapy for warm autoimmune hemolytic anemia, supported by positive pivotal ENERGY trial results; an approval would add a new, high‑value orphan indication. Johnson & Johnson seeks FDA approval of IMAAVY (PR Newswire)
• Positive Sentiment: Strategic growth story — coverage notes J&J’s pivot to high‑margin MedTech, strong oncology momentum (Darzalex) and Tremfya data, and a roadmap to ~$100B revenue — a narrative that supports multiple buyers seeking defensive growth and yield. Boring Is Beautiful: Why Johnson & Johnson Is Beating the Tech Sector
• Positive Sentiment: Clinical durability for key immunology franchise — new three‑year TREMFYA ulcerative colitis data showing sustained outcomes bolsters confidence in J&J’s ability to offset older drug losses with high‑growth franchises. Johnson & Johnson presents three-year TREMFYA data (MSN)
• Neutral Sentiment: Dividend mechanics — the stock recently went ex‑dividend (quarterly $1.30), a technical event that can create short‑term price movement unrelated to fundamentals; income investors may view dips as buying opportunities. Boring Is Beautiful: Why Johnson & Johnson Is Beating the Tech Sector
• Neutral Sentiment: Mixed market signals — analyst notes and options activity are generally upbeat but varied; some price targets have been raised while other coverage is cautious, so near‑term volatility may persist. Wall Street Bulls Look Optimistic About Johnson & Johnson (Zacks)
• Negative Sentiment: Legal overhang — Bayer filed a lawsuit against J&J/Janssen over marketing claims tied to a prostate cancer drug, introducing potential reputational and litigation risk for the biotech unit (timing and financial exposure are uncertain). Bayer files lawsuit against Johnson & Johnson, Janssen Biotech (Reuters)
• Negative Sentiment: Insider selling — EVP Timothy Schmid disclosed recent sales (Form 4 filings), which some investors interpret as profit‑taking and can weigh on sentiment despite being routine. SEC filing: Form 4 (Insider Sale)

Insider Transactions at Johnson & Johnson

In related news, EVP Timothy Schmid sold 22,623 shares of the stock in a transaction that occurred on Wednesday, February 18th. The stock was sold at an average price of $244.33, for a total value of $5,527,477.59. Following the completion of the transaction, the executive vice president directly owned 26,769 shares of the company’s stock, valued at $6,540,469.77. This represents a 45.80% decrease in their position. The sale was disclosed in a filing with the SEC, which is available through the SEC website. Also, EVP Vanessa Broadhurst sold 6,197 shares of Johnson & Johnson 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 sale, the executive vice president directly owned 23,003 shares in the company, valued at $5,598,700.17. The trade was a 21.22% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders have sold a total of 30,142 shares of company stock valued at $7,360,528 over the last three months. 0.16% of the stock is currently owned by company insiders.

Johnson & Johnson Stock Performance

Shares of NYSE JNJ opened at $246.21 on Wednesday. The stock has a market capitalization of $593.35 billion, a P/E ratio of 22.28, a P/E/G ratio of 2.39 and a beta of 0.35. The firm’s 50-day moving average price is $222.42 and its two-hundred day moving average price is $200.48. Johnson & Johnson has a 52-week low of $141.50 and a 52-week high of $247.25. The company has a quick ratio of 0.77, a current ratio of 1.03 and a debt-to-equity ratio of 0.48.

Johnson & Johnson (NYSE:JNJ) last announced its quarterly earnings results 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 business had revenue of $24.28 billion for the quarter. As a group, sell-side analysts forecast that Johnson & Johnson will post 10.58 earnings per share for the current year.

Johnson & Johnson Announces Dividend

The company also recently disclosed a quarterly dividend, which will be paid on Tuesday, March 10th. Investors of record on Tuesday, February 24th will be given a $1.30 dividend. The ex-dividend date is Tuesday, February 24th. This represents a $5.20 annualized dividend and a yield of 2.1%. Johnson & Johnson’s dividend payout ratio (DPR) is currently 47.06%.

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.