Coldstream Capital Management Inc. Increases Stock Holdings in Johnson & Johnson $JNJ

Coldstream Capital Management Inc. boosted its holdings in shares of Johnson & Johnson (NYSE:JNJ) by 9.8% during the 3rd quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 95,662 shares of the company’s stock after buying an additional 8,533 shares during the period. Coldstream Capital Management Inc.’s holdings in Johnson & Johnson were worth $17,738,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Several other institutional investors have also added to or reduced their stakes in the business. Abich Financial Wealth Management LLC acquired a new position in shares of Johnson & Johnson during the third quarter valued at about $26,000. Evolution Wealth Management Inc. acquired a new stake in Johnson & Johnson in the 2nd quarter worth approximately $27,000. Clayton Financial Group LLC purchased a new stake in Johnson & Johnson during the 3rd quarter worth approximately $28,000. Semmax Financial Advisors Inc. increased its stake in Johnson & Johnson by 55.0% during 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 in the last quarter. Finally, Turning Point Benefit Group Inc. purchased a new position in shares of Johnson & Johnson in the third quarter worth $41,000. Institutional investors and hedge funds 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: HSBC raised its price target on JNJ to $280 and upgraded to a “buy,” calling for meaningful upside versus current levels — a fresh, high‑profile endorsement that supports longer‑term bullishness. Article Title
• Positive Sentiment: Independent analyst pieces highlight a $280 target and argue JNJ’s recent outperformance (strong YTD and 1‑yr gains) is backed by pipeline and portfolio strength — reinforcing the narrative of further upside for investors who can wait. Why One Analyst Thinks Johnson & Johnson Reaches $280
• Positive Sentiment: JNJ reported a phase I win for its bladder cancer therapy (Erda‑iDRS) with strong responses and manageable safety — clinical progress that could support future revenue if later‑stage trials succeed. JNJ’s Bladder Cancer Therapy Meets Key Goal
• Positive Sentiment: Regulatory progress for TECVAYLI (teclistamab) — J&J submitted a Type II variation to the EMA seeking approval in relapsed/refractory multiple myeloma — an important potential mid‑term revenue catalyst if approved. TECVAYLI Opportunity
• Neutral Sentiment: Johnson & Johnson launched pulsed field ablation tech in Peru — incremental product expansion in med‑tech markets, supportive but unlikely to meaningfully shift near‑term revenue. PFA Peru Launch
• Neutral Sentiment: Industry news (e.g., Monte Rosa supply agreement) and market commentary reassessing JNJ’s valuation after large multi‑year gains — useful context for positioning but not company‑specific catalysts. Monte Rosa Agreement
• Negative Sentiment: Shares slid today even as the broader market rose — coverage notes the drop reflects short‑term profit‑taking and rotation after a strong run, as well as lighter-than-average volume. That intraday weakness outweighed the new buy rating and clinical headlines. JNJ Stock Slides

Johnson & Johnson Trading Down 2.1%

NYSE JNJ opened at $238.18 on Wednesday. Johnson & Johnson has a 1 year low of $141.50 and a 1 year high of $251.71. The company has a debt-to-equity ratio of 0.48, a current ratio of 1.03 and a quick ratio of 0.77. The company has a market capitalization of $573.68 billion, a PE ratio of 21.55, a P/E/G ratio of 2.40 and a beta of 0.34. The company has a fifty day moving average of $233.35 and a 200 day moving average of $207.56.

Johnson & Johnson (NYSE:JNJ) last announced its quarterly earnings results on Saturday, January 31st. The company reported $2.46 earnings per share for the quarter. The company 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 forecast that Johnson & Johnson will post 10.58 earnings per share for the current year.

Johnson & Johnson Announces Dividend

The business also recently announced a quarterly dividend, which was paid on Tuesday, March 10th. Investors of record on Tuesday, February 24th were issued a dividend of $1.30 per share. This represents a $5.20 annualized dividend and a yield of 2.2%. The ex-dividend date of this dividend was Tuesday, February 24th. Johnson & Johnson’s dividend payout ratio (DPR) is 47.06%.

Insider Activity at Johnson & Johnson

In other Johnson & Johnson news, EVP Vanessa Broadhurst sold 6,197 shares of the business’s stock in a transaction that occurred 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 completion of the transaction, the executive vice president directly owned 23,003 shares of the company’s stock, valued at approximately $5,598,700.17. The trade was a 21.22% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which can be accessed through this link. Also, EVP Timothy Schmid sold 22,623 shares of the company’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 value 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 disclosure for this sale is available in the SEC filing. Over the last quarter, insiders have sold 30,142 shares of company stock valued at $7,360,528. 0.16% of the stock is owned by company insiders.

Analyst Upgrades and Downgrades

Several research firms have recently commented on JNJ. Scotiabank reiterated an “outperform” rating on shares of Johnson & Johnson in a research note on Thursday, January 22nd. Argus raised their target price on Johnson & Johnson from $210.00 to $240.00 in a research note on Friday, January 23rd. Bank of America reaffirmed a “neutral” rating on shares of Johnson & Johnson in a research report on Monday, March 2nd. Leerink Partners increased their price objective on Johnson & Johnson from $201.00 to $232.00 and gave the company a “market perform” rating in a report on Thursday, January 22nd. Finally, Freedom Capital cut Johnson & Johnson from a “strong-buy” rating to a “hold” rating in a research note on Friday, January 16th. 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 company’s stock. According to data from MarketBeat.com, the company has a consensus rating of “Moderate Buy” and an average target price of $236.57.

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.