MassMutual Private Wealth & Trust FSB Sells 6,127 Shares of Johnson & Johnson $JNJ

MassMutual Private Wealth & Trust FSB lowered its holdings in Johnson & Johnson (NYSE:JNJ) by 3.0% during the fourth quarter, HoldingsChannel.com reports. The institutional investor owned 195,867 shares of the company’s stock after selling 6,127 shares during the period. Johnson & Johnson accounts for 1.0% of MassMutual Private Wealth & Trust FSB’s portfolio, making the stock its 21st largest position. MassMutual Private Wealth & Trust FSB’s holdings in Johnson & Johnson were worth $40,535,000 as of its most recent filing with the Securities & Exchange Commission.

Several other institutional investors also recently added to or reduced their stakes in the business. Norges Bank acquired a new stake in shares of Johnson & Johnson in the second quarter worth $4,877,174,000. Wellington Management Group LLP raised its stake in Johnson & Johnson by 3.8% during the 3rd quarter. Wellington Management Group LLP now owns 25,832,777 shares of the company’s stock valued at $4,789,914,000 after purchasing an additional 956,239 shares during the last quarter. Bank of New York Mellon Corp boosted its holdings in 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 purchasing an additional 835,146 shares during the period. Legal & General Group Plc grew its position 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 purchasing an additional 532,790 shares during the last quarter. Finally, Charles Schwab Investment Management Inc. increased its holdings in shares of Johnson & Johnson by 0.3% during 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 purchasing an additional 52,074 shares during the period. 69.55% of the stock is owned by institutional investors.

Analyst Ratings Changes

A number of research analysts have recently commented on JNJ shares. Royal Bank Of Canada upped their price objective on shares of Johnson & Johnson from $240.00 to $255.00 and gave the company an “outperform” rating in a research report on Tuesday, February 3rd. BMO Capital Markets restated an “outperform” rating on shares of Johnson & Johnson in a research note on Thursday, December 11th. Wolfe Research upped their price target on Johnson & Johnson from $225.00 to $240.00 and gave the company an “outperform” rating in a report on Monday, January 5th. TD Cowen raised their price objective on Johnson & Johnson from $222.00 to $250.00 and gave the stock a “buy” rating in a research report on Thursday, January 22nd. Finally, Leerink Partners boosted their price objective on Johnson & Johnson from $201.00 to $232.00 and gave the company a “market perform” rating in a research report on Thursday, January 22nd. 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 company’s stock. According to MarketBeat.com, the stock presently has an average rating of “Moderate Buy” and an average target price of $236.91.

Insider Activity at Johnson & Johnson

In related news, 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 sale, the executive vice president owned 23,003 shares of the company’s stock, valued at $5,598,700.17. The trade was a 21.22% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available through this hyperlink. Also, EVP Timothy Schmid sold 22,623 shares of the company’s stock in a transaction on Wednesday, February 18th. The shares were 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 $6,540,469.77. This trade represents a 45.80% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders have sold a total of 30,142 shares of company stock valued at $7,360,528 in the last 90 days. 0.16% of the stock is owned by corporate insiders.

Johnson & Johnson Price Performance

Shares of Johnson & Johnson stock opened at $235.64 on Monday. The firm has a market cap of $567.57 billion, a P/E ratio of 21.32, a price-to-earnings-growth ratio of 2.32 and a beta of 0.34. The firm’s 50-day simple moving average is $235.21 and its 200-day simple moving average is $208.81. Johnson & Johnson has a twelve month low of $141.50 and a twelve month high of $251.71. 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 results on Saturday, January 31st. The company reported $2.46 earnings per share (EPS) for the quarter. The firm had revenue of $24.28 billion during the quarter. Johnson & Johnson had a net margin of 28.46% and a return on equity of 33.04%. As a group, research analysts expect that Johnson & Johnson will post 10.58 EPS for the current fiscal year.

Johnson & Johnson Announces Dividend

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

Trending Headlines about 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 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.