Great Oak Capital Partners LLC Acquires 5,646 Shares of Johnson & Johnson $JNJ

Great Oak Capital Partners LLC boosted its holdings in Johnson & Johnson (NYSE:JNJ) by 336.9% during the 4th quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The fund owned 7,322 shares of the company’s stock after purchasing an additional 5,646 shares during the period. Johnson & Johnson comprises 0.4% of Great Oak Capital Partners LLC’s holdings, making the stock its 18th largest position. Great Oak Capital Partners LLC’s holdings in Johnson & Johnson were worth $1,518,000 as of its most recent SEC filing.

A number of other institutional investors have also recently bought and sold shares of the business. Norges Bank purchased a new position in shares of Johnson & Johnson in the 2nd quarter worth about $4,877,174,000. Wellington Management Group LLP increased its holdings in Johnson & Johnson by 3.8% during the third quarter. Wellington Management Group LLP now owns 25,832,777 shares of the company’s stock worth $4,789,914,000 after buying an additional 956,239 shares during the last quarter. Bank of New York Mellon Corp raised its position in Johnson & Johnson by 3.5% in the third quarter. Bank of New York Mellon Corp now owns 24,637,649 shares of the company’s stock worth $4,568,313,000 after acquiring an additional 835,146 shares during the period. Legal & General Group Plc boosted its stake in Johnson & Johnson by 2.8% in the third quarter. Legal & General Group Plc now owns 19,450,064 shares of the company’s stock valued at $3,606,431,000 after acquiring an additional 532,790 shares during the last quarter. Finally, Charles Schwab Investment Management Inc. boosted its stake in Johnson & Johnson by 0.3% in the second quarter. Charles Schwab Investment Management Inc. now owns 18,951,337 shares of the company’s stock valued at $2,894,979,000 after acquiring an additional 52,074 shares during the last quarter. Institutional investors own 69.55% 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

Wall Street Analyst Weigh In

JNJ has been the subject of several research analyst reports. Bank of America restated a “neutral” rating on shares of Johnson & Johnson in a research note on Monday, March 2nd. Citigroup increased their price objective on Johnson & Johnson from $250.00 to $274.00 and gave the company a “buy” rating in a report on Wednesday, March 11th. The Goldman Sachs Group reissued a “buy” rating and issued a $250.00 target price on shares of Johnson & Johnson in a research report on Thursday, January 22nd. Freedom Capital cut Johnson & Johnson from a “strong-buy” rating to a “hold” rating in a research report on Friday, January 16th. Finally, Barclays increased their price target on Johnson & Johnson from $217.00 to $234.00 and gave the stock an “equal weight” rating in a research note on Thursday. One equities research analyst has rated the stock with a Strong Buy rating, seventeen have given a Buy rating and nine have assigned a Hold rating to the stock. According to MarketBeat, Johnson & Johnson currently has a consensus rating of “Moderate Buy” and a consensus price target of $236.91.

Johnson & Johnson Stock Down 0.8%

Johnson & Johnson stock opened at $235.64 on Friday. The firm has a 50 day simple moving average of $235.21 and a 200 day simple moving average of $208.59. 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 has a 1-year low of $141.50 and a 1-year high of $251.71. The firm has a market capitalization of $567.57 billion, a price-to-earnings ratio of 21.32, a P/E/G ratio of 2.32 and a beta of 0.34.

Johnson & Johnson (NYSE:JNJ) last posted its 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 firm had revenue of $24.28 billion for the quarter. On average, analysts predict that Johnson & Johnson will post 10.58 earnings per share for the current year.

Johnson & Johnson Announces Dividend

The business also recently disclosed 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. The ex-dividend date of this dividend was Tuesday, February 24th. This represents a $5.20 dividend on an annualized basis and a yield of 2.2%. Johnson & Johnson’s dividend payout ratio is 47.06%.

Insider Activity

In other news, EVP Vanessa Broadhurst sold 6,197 shares of the firm’s stock in a transaction that occurred 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 completion of the transaction, the executive vice president directly 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. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through the SEC website. Also, EVP Timothy Schmid sold 22,623 shares of the business’s stock in a transaction that occurred on Wednesday, February 18th. The shares were sold at an average price of $244.33, for a total transaction of $5,527,477.59. Following the transaction, the executive vice president directly owned 26,769 shares of the company’s stock, valued at approximately $6,540,469.77. This represents a 45.80% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. In the last 90 days, insiders sold 30,142 shares of company stock valued at $7,360,528. 0.16% of the stock is owned by corporate insiders.

Johnson & Johnson Company 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.