Dana Investment Advisors Inc. Cuts Stock Position in Johnson & Johnson $JNJ

Dana Investment Advisors Inc. lessened its stake in Johnson & Johnson (NYSE:JNJ) by 9.5% during the third quarter, according to its most recent filing with the Securities and Exchange Commission. The firm owned 31,457 shares of the company’s stock after selling 3,306 shares during the quarter. Dana Investment Advisors Inc.’s holdings in Johnson & Johnson were worth $5,833,000 at the end of the most recent quarter.

Other institutional investors and hedge funds have also recently added to or reduced their stakes in the company. Abich Financial Wealth Management LLC bought a new stake in Johnson & Johnson during the 3rd quarter worth approximately $26,000. Evolution Wealth Management Inc. purchased a new stake in Johnson & Johnson during the second quarter valued at about $27,000. Clayton Financial Group LLC bought a new stake in Johnson & Johnson in the 3rd quarter worth approximately $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 worth $31,000 after acquiring an additional 72 shares during the last quarter. Finally, Compass Financial Services Inc boosted its position in Johnson & Johnson by 707.1% during the third quarter. Compass Financial Services Inc now owns 226 shares of the company’s stock valued at $42,000 after buying an additional 198 shares during the period. Institutional investors own 69.55% of the company’s stock.

Johnson & Johnson News Summary

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 Activity at Johnson & Johnson

In other Johnson & Johnson news, EVP Vanessa Broadhurst sold 6,197 shares of the company’s stock in a transaction dated 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 transaction, the executive vice president directly owned 23,003 shares in the company, valued at $5,598,700.17. This represents a 21.22% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available at this hyperlink. Also, EVP Timothy Schmid sold 22,623 shares of the firm’s stock in a transaction on Wednesday, February 18th. The shares were sold at an average price of $244.33, for a total value of $5,527,477.59. Following the transaction, the executive vice president owned 26,769 shares in the company, valued at approximately $6,540,469.77. This represents a 45.80% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders have sold 30,142 shares of company stock valued at $7,360,528 in the last 90 days. Company insiders own 0.16% of the company’s stock.

Wall Street Analysts Forecast Growth

A number of analysts have recently weighed in on the company. Freedom Capital lowered Johnson & Johnson from a “strong-buy” rating to a “hold” rating in a research note on Friday, January 16th. Wolfe Research upped their target price on Johnson & Johnson from $225.00 to $240.00 and gave the stock an “outperform” rating in a report on Monday, January 5th. Stifel Nicolaus increased their price target on shares of Johnson & Johnson from $205.00 to $220.00 and gave the stock a “hold” rating in a research note on Thursday, January 22nd. TD Cowen raised their price objective on Johnson & Johnson from $222.00 to $250.00 and gave the company a “buy” rating in a research report on Thursday, January 22nd. Finally, Citigroup lifted their target price on shares of Johnson & Johnson from $232.00 to $250.00 and gave the stock a “buy” rating in a report on Thursday, January 22nd. One research analyst has rated the stock with a Strong Buy rating, seventeen have assigned a Buy rating and nine have assigned a Hold rating to the stock. According to data from MarketBeat.com, the company currently has a consensus rating of “Moderate Buy” and an average target price of $232.70.

Johnson & Johnson Stock Up 0.2%

NYSE JNJ opened at $246.21 on Wednesday. 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 stock’s 50 day moving average is $222.42 and its 200 day moving average is $200.48. Johnson & Johnson has a 12 month low of $141.50 and a 12 month high of $247.25. The stock has a market cap of $593.35 billion, a PE ratio of 22.28, a P/E/G ratio of 2.39 and a beta of 0.35.

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

Johnson & Johnson Announces Dividend

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