Johnson & Johnson $JNJ Shares Bought by GAMMA Investing LLC

GAMMA Investing LLC grew its position in Johnson & Johnson (NYSE:JNJ) by 13.3% in the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The fund owned 61,754 shares of the company’s stock after acquiring an additional 7,245 shares during the quarter. Johnson & Johnson makes up approximately 0.6% of GAMMA Investing LLC’s holdings, making the stock its 20th largest position. GAMMA Investing LLC’s holdings in Johnson & Johnson were worth $12,780,000 at the end of the most recent quarter.

Other hedge funds have also made changes to their positions in the company. Abich Financial Wealth Management LLC bought a new position in Johnson & Johnson in the 3rd quarter worth about $26,000. Clayton Financial Group LLC acquired a new stake in shares of Johnson & Johnson during the 3rd quarter valued at $28,000. Evolution Wealth Management Inc. acquired a new position in shares of Johnson & Johnson in the 2nd quarter valued at $27,000. Semmax Financial Advisors Inc. increased its position in shares of Johnson & Johnson by 55.0% in the second quarter. Semmax Financial Advisors Inc. now owns 203 shares of the company’s stock worth $31,000 after acquiring an additional 72 shares in the last quarter. Finally, Turning Point Benefit Group Inc. acquired a new stake in Johnson & Johnson during the 3rd quarter valued at $41,000. Institutional investors own 69.55% of the company’s stock.

Insider Buying and Selling at Johnson & Johnson

In related news, EVP Vanessa Broadhurst sold 6,197 shares of the firm’s stock in a transaction dated Tuesday, February 17th. The shares were sold at an average price of $243.39, for a total transaction of $1,508,287.83. Following the transaction, the executive vice president directly owned 23,003 shares of the company’s stock, valued at $5,598,700.17. This trade represents a 21.22% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available at this link. Also, EVP Timothy Schmid sold 22,623 shares of the business’s stock in a transaction 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 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 90 days, insiders have sold 30,142 shares of company stock worth $7,360,528. Company insiders own 0.16% of the company’s stock.

Key Headlines Impacting Johnson & Johnson

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

• Positive Sentiment: FDA approves Icotyde — expands J&J’s immunology/new drug portfolio with the first oral IL‑23 receptor antagonist, creating multi‑billion dollar revenue potential and unlocking milestone/royalty pathways with partners. Johnson & Johnson announces U.S. FDA approved Icotyde
• Positive Sentiment: Bullish analyst support — HSBC raised its price target to $280 (Buy) and Morgan Stanley reiterated a Buy with a $262 target, reinforcing upside expectations for J&J’s immunology growth. These firm-level views support longer‑term upside. HSBC Raises Johnson & Johnson Price Target TipRanks / Morgan Stanley note
• Neutral Sentiment: Clinical collaboration for prostate cancer — J&J signed a clinical‑supply agreement with GI Innovation to test a combo therapy in mCRPC (Phase 1b). Early‑stage, potentially value‑creating but long horizon. GI Innovation Announces First Clinical Supply Agreement
• Neutral Sentiment: Barclays raised its price target to $234 but kept an Equal Weight rating — a modest constructive signal, though the rating implies limited near‑term upside from current levels. Barclays Sees Continued Strength in J&J Pharma Business
• Neutral Sentiment: Partner (Protagonist) implications — Protagonist Therapeutics shares have rallied on Icotyde approval news because of milestone/royalty potential; that upside can translate into contingent payments to J&J’s partners but is secondary to J&J’s own sales path. Protagonist Therapeutics Stock Rallies Nearly 7%
• Negative Sentiment: Profit‑taking and macro skepticism — after a large run‑up in JNJ shares, investors appear to be trimming positions; market‑level concerns (stagflation commentary from influential voices) and cautious broker ratings (Equal Weight from Barclays) likely pressured the stock despite the positive product and analyst news. Jim Cramer on Johnson & Johnson

Johnson & Johnson Price Performance

Shares of NYSE:JNJ opened at $235.64 on Friday. The firm’s fifty day moving average is $235.21 and its 200-day moving average is $208.38. Johnson & Johnson has a 52 week low of $141.50 and a 52 week high of $251.71. The firm has a market cap of $567.57 billion, a PE ratio of 21.32, a price-to-earnings-growth ratio of 2.35 and a beta of 0.34. The company has a debt-to-equity ratio of 0.48, a quick ratio of 0.77 and a current ratio of 1.03.

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

Johnson & Johnson Dividend Announcement

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

Analysts Set New Price Targets

A number of equities research analysts have recently weighed in on JNJ shares. BMO Capital Markets reaffirmed an “outperform” rating on shares of Johnson & Johnson in a research note on Thursday, December 11th. Loop Capital set a $220.00 price objective on shares of Johnson & Johnson in a research note on Tuesday, January 27th. UBS Group restated a “buy” rating on shares of Johnson & Johnson in a research note on Monday, January 5th. TD Cowen raised their price objective on shares of Johnson & Johnson from $222.00 to $250.00 and gave the stock a “buy” rating in a report on Thursday, January 22nd. Finally, Citigroup boosted their price target on Johnson & Johnson from $250.00 to $274.00 and gave the company a “buy” rating in a research note on Wednesday, March 11th. One analyst has rated the stock with a Strong Buy rating, seventeen have issued a Buy rating and nine have issued 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 $236.91.

About Johnson & Johnson

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.