Clear Trail Advisors LLC Makes New $6.42 Million Investment in Johnson & Johnson $JNJ

Clear Trail Advisors LLC acquired a new stake in shares of Johnson & Johnson (NYSE:JNJ) during the 4th quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The firm acquired 31,043 shares of the company’s stock, valued at approximately $6,424,000. Johnson & Johnson makes up about 1.5% of Clear Trail Advisors LLC’s investment portfolio, making the stock its 18th largest holding.

A number of other institutional investors and hedge funds have also modified their holdings of JNJ. Norges Bank purchased a new position in Johnson & Johnson in the 2nd quarter valued at about $4,877,174,000. Capital International Investors increased its stake in Johnson & Johnson by 545.6% during the 3rd quarter. Capital International Investors now owns 3,865,050 shares of the company’s stock worth $716,657,000 after buying an additional 3,266,354 shares in the last quarter. Amundi increased its stake in Johnson & Johnson by 19.3% during the 3rd quarter. Amundi now owns 13,354,936 shares of the company’s stock worth $2,512,719,000 after buying an additional 2,163,838 shares in the last quarter. Marshall Wace LLP raised its holdings in shares of Johnson & Johnson by 126.3% during the third quarter. Marshall Wace LLP now owns 3,584,162 shares of the company’s stock valued at $664,575,000 after acquiring an additional 2,000,609 shares during the last quarter. Finally, Danske Bank A S purchased a new position in shares of Johnson & Johnson in the third quarter valued at approximately $367,467,000. Hedge funds and other institutional investors own 69.55% of the company’s stock.

Wall Street Analyst Weigh In

A number of analysts have recently issued reports on the company. Weiss Ratings reaffirmed a “buy (b)” rating on shares of Johnson & Johnson in a research note on Wednesday, January 28th. Loop Capital set a $220.00 price objective on Johnson & Johnson in a report on Tuesday, January 27th. Argus lifted their target price on shares of Johnson & Johnson from $210.00 to $240.00 in a research note on Friday, January 23rd. Scotiabank reaffirmed an “outperform” rating on shares of Johnson & Johnson in a report on Thursday, January 22nd. Finally, Leerink Partners raised their price target on shares of Johnson & Johnson from $201.00 to $232.00 and gave the stock a “market perform” rating in a research note on Thursday, January 22nd. One investment 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 company’s stock. According to MarketBeat.com, Johnson & Johnson presently has a consensus rating of “Moderate Buy” and a consensus target price of $236.91.

Insider Transactions at Johnson & Johnson

In other Johnson & Johnson news, EVP Timothy Schmid sold 1,322 shares of the business’s stock in a transaction dated Friday, February 20th. The shares were sold at an average price of $245.66, for a total value of $324,762.52. Following the transaction, the executive vice president directly owned 25,447 shares in the company, valued at $6,251,310.02. The trade was a 4.94% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is available through the SEC website. Also, EVP Vanessa Broadhurst sold 6,197 shares of the stock in a transaction that occurred on 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 completion of the sale, the executive vice president directly owned 23,003 shares of the company’s stock, valued at approximately $5,598,700.17. This trade represents a 21.22% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold 30,142 shares of company stock valued at $7,360,528 in the last three months. 0.16% of the stock is currently owned by insiders.

Johnson & Johnson Price Performance

NYSE:JNJ opened at $239.93 on Thursday. Johnson & Johnson has a one year low of $141.50 and a one year high of $251.71. The stock has a market cap of $577.90 billion, a PE ratio of 21.71, a P/E/G ratio of 2.32 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. The stock has a 50 day moving average price of $236.58 and a 200 day moving average price of $209.82.

Johnson & Johnson (NYSE:JNJ) last released its quarterly earnings data 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%. Equities research analysts expect that Johnson & Johnson will post 10.58 EPS for the current fiscal year.

Johnson & Johnson Announces Dividend

The company also recently disclosed a quarterly dividend, which was paid on Tuesday, March 10th. Investors 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 currently 47.06%.

Key Stories Impacting Johnson & Johnson

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

• Positive Sentiment: Punitive damages of about $950 million in a talc-related case were overturned, materially reducing near‑term litigation exposure and uncertainty for JNJ. Punitive Damages Award Overturned
• Positive Sentiment: Phase 1 results for an extended‑release erdafitinib delivery system in non‑muscle‑invasive bladder cancer showed very high response rates (reportedly ~89%), supporting upside to the Innovative Medicines pipeline if later‑stage data confirm benefits. Bladder Cancer Trial Results
• Positive Sentiment: Medtech momentum: JNJ reported FDA approval for the TECNIS PureSee intraocular lens and highlighted procedure‑area advances that could add recurring, higher‑margin revenue in ophthalmology and procedures. Procedure & Vision Advances
• Positive Sentiment: Technical and analyst sentiment remains constructive: JNJ has traded above its 50‑ and 200‑day moving averages for months and brokers/media pieces are highlighting it as a defensive, innovation‑led buy, supporting demand from yield‑and‑quality oriented investors. Technical/Broker Commentary
• Positive Sentiment: Partnerships/pipeline expansion: a collaboration (Protagonist) was highlighted as part of JNJ’s effort to compete in immunology, which could bolster longer‑term growth prospects. Protagonist Partnership
• Neutral Sentiment: Market narratives and strategy pieces continue to cast JNJ as a defensive, dividend‑king stock with innovation upside — useful framing for long‑term investors but less directly catalytic than clinical or legal events.
• Negative Sentiment: Residual talc litigation remains: a $16 million talc verdict was upheld in a recent case, and media mentions of JNJ as “overvalued” could pressure sentiment if litigation headlines resume. Talc Verdict Stands

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.