Johnson & Johnson $JNJ Holdings Increased by Bahl & Gaynor Inc.

Bahl & Gaynor Inc. increased its stake in Johnson & Johnson (NYSE:JNJ) by 5.6% in the 3rd quarter, HoldingsChannel reports. The fund owned 2,667,504 shares of the company’s stock after acquiring an additional 140,574 shares during the period. Johnson & Johnson accounts for approximately 2.5% of Bahl & Gaynor Inc.’s holdings, making the stock its 8th largest holding. Bahl & Gaynor Inc.’s holdings in Johnson & Johnson were worth $494,609,000 as of its most recent filing with the Securities and Exchange Commission.

A number of other hedge funds and other institutional investors have also added to or reduced their stakes in JNJ. Brighton Jones LLC grew its holdings in Johnson & Johnson by 13.9% during the 4th quarter. Brighton Jones LLC now owns 51,876 shares of the company’s stock valued at $7,502,000 after purchasing an additional 6,332 shares during the last quarter. United Bank grew its stake in shares of Johnson & Johnson by 110.7% during the first quarter. United Bank now owns 9,279 shares of the company’s stock valued at $1,539,000 after buying an additional 4,876 shares during the last quarter. Sivia Capital Partners LLC raised its holdings in shares of Johnson & Johnson by 13.4% in the second quarter. Sivia Capital Partners LLC now owns 5,863 shares of the company’s stock worth $896,000 after buying an additional 692 shares during the period. Wealth Group Ltd. lifted its stake in shares of Johnson & Johnson by 12.8% during the 2nd quarter. Wealth Group Ltd. now owns 1,482 shares of the company’s stock worth $226,000 after acquiring an additional 168 shares during the last quarter. Finally, Matrix Asset Advisors Inc. NY grew its position in Johnson & Johnson by 6.5% in the 2nd quarter. Matrix Asset Advisors Inc. NY now owns 3,595 shares of the company’s stock valued at $549,000 after acquiring an additional 220 shares during the last quarter. 69.55% of the stock is currently owned by hedge funds and other institutional investors.

Insider Buying and Selling

In other news, EVP Timothy Schmid sold 22,623 shares of the stock in a transaction 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 completion of the sale, 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 sale was disclosed in a document filed with the SEC, which is accessible through this hyperlink. Also, EVP Vanessa Broadhurst sold 6,197 shares of the business’s stock in a transaction on Tuesday, February 17th. The stock was sold at an average price of $243.39, for a total value of $1,508,287.83. Following the transaction, the executive vice president owned 23,003 shares in the company, valued at approximately $5,598,700.17. This trade represents a 21.22% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. In the last ninety days, insiders sold 30,142 shares of company stock worth $7,360,528. Insiders own 0.16% of the company’s stock.

Analyst Ratings Changes

A number of brokerages have recently issued reports on JNJ. Freedom Capital lowered shares of Johnson & Johnson from a “strong-buy” rating to a “hold” rating in a research note on Friday, January 16th. Scotiabank reaffirmed an “outperform” rating on shares of Johnson & Johnson in a research report on Thursday, January 22nd. Royal Bank Of Canada boosted their price target on Johnson & Johnson from $240.00 to $255.00 and gave the company an “outperform” rating in a report on Tuesday, February 3rd. Argus raised their price objective on Johnson & Johnson from $210.00 to $240.00 in a report on Friday, January 23rd. Finally, BMO Capital Markets reiterated an “outperform” rating on shares of Johnson & Johnson in a report on Thursday, December 11th. One investment analyst has rated the stock with a Strong Buy rating, seventeen have assigned a Buy rating and nine have given a Hold rating to the stock. Based on data from MarketBeat.com, the stock currently has a consensus rating of “Moderate Buy” and a consensus price target of $232.70.

Johnson & Johnson Stock Up 2.2%

Shares of NYSE JNJ opened at $248.81 on Monday. Johnson & Johnson has a 12-month low of $141.50 and a 12-month high of $248.94. The stock’s fifty day simple moving average is $224.67 and its two-hundred day simple moving average is $202.00. The stock has a market capitalization of $599.60 billion, a PE ratio of 22.52, a price-to-earnings-growth ratio of 2.41 and a beta of 0.34. The company has a current ratio of 1.03, a quick ratio of 0.77 and a debt-to-equity ratio of 0.48.

Johnson & Johnson (NYSE:JNJ) last released its quarterly earnings results on Saturday, January 31st. The company reported $2.46 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. As a group, analysts expect that Johnson & Johnson will post 10.58 EPS for the current fiscal year.

Johnson & Johnson Announces Dividend

The company also recently declared 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 dividend on an annualized basis and a dividend yield of 2.1%. The ex-dividend date is Tuesday, February 24th. Johnson & Johnson’s dividend payout ratio (DPR) is currently 47.06%.

Johnson & Johnson News Summary

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

• Positive Sentiment: Early clinical data: Preliminary Phase 1b results for pasritamig (JNJ‑78278343) combined with docetaxel showed deep PSA responses, a safety profile consistent with docetaxel alone, and plans to advance into Phase 3 — a clear pipeline positive if confirmed. Early study results from Johnson & Johnson show promising antitumor activity with combination of pasritamig and docetaxel in advanced prostate cancer
• Positive Sentiment: Pipeline progress & R&D headlines are reinforcing investor confidence in growth beyond legacy products — additional coverage highlights antitumor activity and R&D milestones, supporting longer-term revenue upside. Early study results from Johnson & Johnson show promising antitumor activity with combination of pasritamig and docetaxel in advanced prostate cancer
• Positive Sentiment: Momentum and technicals: Analysts and commentary note JNJ is up ~38% over six months and has traded consistently above its 50- and 200-day SMAs — this supports momentum-driven buying and ETF/quant inflows. J&J Stock Up 38% in 6 Months: Should You Buy, Sell or Hold?
• Positive Sentiment: Defensive appeal: Published investor pieces emphasize JNJ’s diversified healthcare exposure and reliable dividend, making it attractive in risk-off environments — supporting demand as markets wobble. 2 Reasons I’d Happily Hold Johnson & Johnson Through Any Market Crash
• Neutral Sentiment: Market outperformance note: Coverage flagged that JNJ advanced while the broader market declined today — helpful context for flows but not a fundamental driver by itself. Johnson & Johnson (JNJ) Advances While Market Declines: Some Information for Investors
• Negative Sentiment: Litigation risk resurfacing: A Philadelphia jury ordered damages in a talc-related ovarian cancer case — the first plaintiff win since litigation recommenced — reviving product-liability exposure after prior bankruptcy strategies were curtailed. This increases headline and reserve risk. Johnson And Johnson Faces Fresh Talc Verdict As Pipeline Story Evolves
• Negative Sentiment: Regulatory / competitor legal pressure: Bayer has filed a separate lawsuit related to marketing practices for a prostate cancer drug — adds uncertainty and potential costs. Johnson And Johnson Faces Fresh Talc Verdict As Pipeline Story Evolves

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.