Johnson & Johnson $JNJ Stock Holdings Increased by Czech National Bank

Czech National Bank lifted its position in shares of Johnson & Johnson (NYSE:JNJ) by 3.9% during the 4th quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The institutional investor owned 635,294 shares of the company’s stock after acquiring an additional 23,626 shares during the period. Johnson & Johnson comprises approximately 0.9% of Czech National Bank’s holdings, making the stock its 15th largest holding. Czech National Bank’s holdings in Johnson & Johnson were worth $131,474,000 at the end of the most recent quarter.

Other institutional investors have also recently added to or reduced their stakes in the company. Abich Financial Wealth Management LLC bought a new position in shares of Johnson & Johnson in the 3rd quarter worth about $26,000. Evolution Wealth Management Inc. acquired a new stake in Johnson & Johnson during the second quarter worth about $27,000. Clayton Financial Group LLC bought a new position in Johnson & Johnson in the third quarter worth about $28,000. Semmax Financial Advisors Inc. boosted its stake in Johnson & Johnson by 55.0% in the second quarter. Semmax Financial Advisors Inc. now owns 203 shares of the company’s stock valued at $31,000 after acquiring an additional 72 shares during the period. Finally, Turning Point Benefit Group Inc. bought a new position in shares of Johnson & Johnson during the third quarter valued at approximately $41,000. Institutional investors own 69.55% of the company’s stock.

Wall Street Analysts Forecast Growth

Several brokerages recently issued reports on JNJ. Leerink Partners raised their price target on Johnson & Johnson from $201.00 to $232.00 and gave the stock a “market perform” rating in a report on Thursday, January 22nd. Barclays increased their target price on Johnson & Johnson from $217.00 to $234.00 and gave the stock an “equal weight” rating in a research report on Thursday, March 19th. Scotiabank reissued an “outperform” rating on shares of Johnson & Johnson in a report on Thursday, January 22nd. Guggenheim increased their price objective on shares of Johnson & Johnson from $227.00 to $240.00 and gave the stock a “buy” rating in a report on Friday, January 23rd. Finally, Daiwa Securities Group lifted their price objective on shares of Johnson & Johnson from $203.00 to $237.00 and gave the company an “outperform” rating in a research report on Thursday, January 29th. 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 company’s stock. According to MarketBeat.com, the stock presently has an average rating of “Moderate Buy” and an average price target of $236.91.

Insider Activity at Johnson & Johnson

In related 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 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 ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available through the SEC website. Also, EVP Timothy Schmid sold 22,623 shares of the company’s stock in a transaction that occurred 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 sale, the executive vice president owned 26,769 shares of the company’s stock, 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 sold 30,142 shares of company stock valued at $7,360,528 over the last quarter. 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: EMA/CHMP approved a Type II label variation allowing DARZALEX (daratumumab) subcutaneous injections to be administered by patients or trained caregivers (from dose five), covering all approved multiple myeloma indications — this is the first oncology injectable in Europe cleared for self/caregiver administration and should boost convenience, adherence and market penetration for a high‑margin oncology drug. Johnson & Johnson’s DARZALEX becomes first oncology injectable approved for administration by patients or caregivers J&J’s Darzalex nets first self-administered cancer injectable approval
• Positive Sentiment: Technical setup shows a bull‑flag breakout attempt supported by key moving averages, signaling improving demand and potential upside toward higher Fibonacci extension targets — technical momentum can attract short‑term buyers and algorithmic flows. Johnson & Johnson (JNJ) Price Forecast: Bull Flag Signals Strength
• Positive Sentiment: Analyst sentiment is improving: several Street price targets and fair‑value estimates have moved higher (some in the $250–$280 range) and Erste slightly raised FY2027 EPS assumptions — supportive for medium‑term price momentum and analyst‑led flows. How The Story Is Shifting For Johnson & Johnson (JNJ) As Analyst Targets Rise A Q2 2026 Playbook for Navigating Market Uncertainty (JNJ)
• Neutral Sentiment: J&J’s pipeline and oncology positioning continue to be highlighted by analysts and sector pieces — longer‑term growth upside exists from new launches and immuno‑oncology trends, but timing and commercial ramp remain uncertain. J&J’s Pipeline Surge Sets Up Stronger Growth From New Drugs in 2026
• Neutral Sentiment: Court/legal update: a large punitive damages award (~$950M) was overturned while a separate $16M talc verdict stands — this reduces headline legal overhang but some liabilities remain, so legal risk is diminished but not fully eliminated. Punitive damages award worth $950 million overturned against Johnson & Johnson (JNJ), $16M talc verdict stands
• Negative Sentiment: Near‑term revenue/earnings risks: analysts flag biosimilar pressure and loss‑of‑exclusivity for Stelara, and Street models foresee a possible single‑digit EPS decline in the upcoming quarter — these headwinds could limit upside until new drugs scale. Can New Drugs Drive J&J’s Innovative Medicine Despite Stelara LOE? What You Need To Know Ahead of Johnson & Johnson’s Earnings Release

Johnson & Johnson Trading Up 0.5%

NYSE:JNJ opened at $240.39 on Friday. The stock has a market cap of $579.01 billion, a price-to-earnings ratio of 21.75, a PEG ratio of 2.36 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 has a 1 year low of $141.50 and a 1 year high of $251.71. The business has a fifty day moving average of $237.40 and a 200-day moving average of $210.46.

Johnson & Johnson (NYSE:JNJ) last issued its quarterly earnings data on Saturday, January 31st. The company reported $2.46 earnings per share for the quarter. The business 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%. Equities 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. Stockholders of record on Tuesday, February 24th were issued a $1.30 dividend. The ex-dividend date was Tuesday, February 24th. This represents a $5.20 annualized dividend and a dividend yield of 2.2%. Johnson & Johnson’s dividend payout ratio (DPR) is 47.06%.

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.