Johnson & Johnson $JNJ Shares Sold by CWA Asset Management Group LLC

CWA Asset Management Group LLC cut its stake in Johnson & Johnson (NYSE:JNJ) by 2.2% in the fourth quarter, Holdings Channel reports. The firm owned 97,741 shares of the company’s stock after selling 2,203 shares during the period. Johnson & Johnson comprises 0.7% of CWA Asset Management Group LLC’s holdings, making the stock its 25th largest position. CWA Asset Management Group LLC’s holdings in Johnson & Johnson were worth $20,228,000 as of its most recent filing with the Securities & Exchange Commission.

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

Insider Activity at Johnson & Johnson

In other news, EVP Vanessa Broadhurst sold 6,197 shares of the stock in a transaction that occurred on Tuesday, February 17th. The stock was sold at an average price of $243.39, for a total transaction of $1,508,287.83. Following the transaction, the executive vice president owned 23,003 shares in the company, valued at $5,598,700.17. This trade represents a 21.22% decrease in their position. The sale was disclosed in a filing with the SEC, which is available at the SEC website. Also, EVP Timothy Schmid sold 22,623 shares of Johnson & Johnson stock in a transaction 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 completion of the sale, the executive vice president directly owned 26,769 shares in the company, valued at $6,540,469.77. This represents a 45.80% decrease in their position. The SEC filing for this sale provides additional information. Over the last ninety days, insiders have sold 30,142 shares of company stock valued at $7,360,528. Corporate insiders own 0.16% of the company’s stock.

Johnson & Johnson Trading Down 0.8%

JNJ stock opened at $235.64 on Monday. Johnson & Johnson has a 52-week low of $141.50 and a 52-week high of $251.71. The company has a quick ratio of 0.77, a current ratio of 1.03 and a debt-to-equity ratio of 0.48. The firm has a market cap of $567.57 billion, a P/E ratio of 21.32, a PEG ratio of 2.32 and a beta of 0.34. The company’s 50-day simple moving average is $235.21 and its 200-day simple moving average is $208.81.

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 firm had revenue of $24.28 billion during the quarter. Johnson & Johnson had a return on equity of 33.04% and a net margin of 28.46%. As a group, equities analysts forecast that Johnson & Johnson will post 10.58 EPS for the current fiscal year.

Johnson & Johnson Announces Dividend

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

Key Johnson & Johnson News

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

Analyst Upgrades and Downgrades

Several research firms have weighed in on JNJ. 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. BMO Capital Markets restated an “outperform” rating on shares of Johnson & Johnson in a research note on Thursday, December 11th. Sanford C. Bernstein upped their target price on Johnson & Johnson from $208.00 to $225.00 and gave the company a “market perform” rating in a research report on Friday, January 23rd. Daiwa Securities Group increased their price target on shares of Johnson & Johnson from $203.00 to $237.00 and gave the stock an “outperform” rating in a report on Thursday, January 29th. Finally, Guggenheim raised their price target on shares of Johnson & Johnson from $227.00 to $240.00 and gave the stock a “buy” rating in a research report on Friday, January 23rd. One analyst has rated the stock with a Strong Buy rating, seventeen have assigned a Buy rating and nine have issued a Hold rating to the stock. Based on data from MarketBeat, the stock presently has a consensus rating of “Moderate Buy” and a consensus price target of $236.91.

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.