Johnson & Johnson $JNJ Shares Sold by Erste Asset Management GmbH

Erste Asset Management GmbH decreased its position in Johnson & Johnson (NYSE:JNJ) by 4.1% in the 3rd quarter, HoldingsChannel.com reports. The institutional investor owned 333,688 shares of the company’s stock after selling 14,363 shares during the period. Erste Asset Management GmbH’s holdings in Johnson & Johnson were worth $60,896,000 at the end of the most recent quarter.

Several other institutional investors have also recently made changes to their positions in the company. Abich Financial Wealth Management LLC purchased a new stake in Johnson & Johnson in the third quarter valued at $26,000. Clayton Financial Group LLC acquired a new stake in shares of Johnson & Johnson during the 3rd quarter worth about $28,000. Evolution Wealth Management Inc. purchased a new stake in Johnson & Johnson in the 2nd quarter valued at about $27,000. Semmax Financial Advisors Inc. boosted its stake in Johnson & Johnson by 55.0% during the second quarter. Semmax Financial Advisors Inc. now owns 203 shares of the company’s stock worth $31,000 after buying an additional 72 shares during the period. Finally, Compass Financial Services Inc increased its position in shares of Johnson & Johnson by 707.1% during the third quarter. Compass Financial Services Inc now owns 226 shares of the company’s stock valued at $42,000 after acquiring an additional 198 shares during the last quarter. Hedge funds and other institutional investors own 69.55% of the company’s stock.

More Johnson & Johnson News

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

• Positive Sentiment: Early Phase 1b data for pasritamig (JNJ‑78278343) combined with docetaxel showed deep PSA responses and a safety profile consistent with docetaxel alone; J&J plans to advance the regimen toward Phase 3, which supports upside to long‑term oncology revenue and pipeline valuation. Early study results from Johnson & Johnson show promising antitumor activity
• Positive Sentiment: Momentum in J&J’s oncology franchise (Darzalex leadership and execution in both hematology and solid tumors) and commentary that the company is pivoting to higher‑margin medical technology underpin expectations for steadier earnings growth. Boring Is Beautiful: Why Johnson & Johnson Is Beating the Tech Sector
• Neutral Sentiment: Analyst fair‑value tweaks have been minor (slight upward adjustments to targets), signaling incremental Street optimism but not a consensus bullish re‑rating — watch for more material target changes tied to Phase 3 plans or guidance updates. How Shifting Analyst Targets Are Rewriting The Johnson & Johnson (JNJ) Investment Story
• Neutral Sentiment: Industry/research reports on J&J’s enterprise technology and digital initiatives highlight long‑term efficiency and innovation potential, but these are unlikely to move the stock near term absent concrete deal or margin outcomes. Johnson & Johnson Enterprise Technology Analysis Report 2025
• Negative Sentiment: A recent downgrade / cautionary take on Seeking Alpha flagged the risk that J&J’s multi‑year run of outperformance may cool, which can pressure sentiment and amplify short‑term selling despite the clinical progress. Johnson and Johnson: Strong Run May Be Ending (Rating Downgrade)

Johnson & Johnson Stock Down 0.7%

Shares of NYSE JNJ opened at $243.47 on Friday. The stock has a market cap of $586.74 billion, a P/E ratio of 22.03, a PEG ratio of 2.38 and a beta of 0.35. The business’s fifty day simple moving average is $223.83 and its 200-day simple moving average is $201.09. Johnson & Johnson has a 12-month low of $141.50 and a 12-month high of $247.25. 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 (NYSE:JNJ) last issued its quarterly earnings results 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%. As a group, equities analysts predict that Johnson & Johnson will post 10.58 EPS for the current fiscal year.

Johnson & Johnson Dividend Announcement

The company also recently declared a quarterly dividend, which will be paid on Tuesday, March 10th. Shareholders of record on Tuesday, February 24th will be issued a dividend of $1.30 per share. This represents a $5.20 annualized dividend and a yield of 2.1%. The ex-dividend date is Tuesday, February 24th. Johnson & Johnson’s payout ratio is 47.06%.

Analysts Set New Price Targets

JNJ has been the topic of several recent analyst reports. Leerink Partners upped their price objective on shares of Johnson & Johnson from $201.00 to $232.00 and gave the stock a “market perform” rating in a report on Thursday, January 22nd. Wolfe Research upped their price target on Johnson & Johnson from $225.00 to $240.00 and gave the stock an “outperform” rating in a research note on Monday, January 5th. Royal Bank Of Canada lifted their price objective on Johnson & Johnson from $240.00 to $255.00 and gave the company an “outperform” rating in a research note on Tuesday, February 3rd. Bank of America boosted their price objective on Johnson & Johnson from $220.00 to $221.00 and gave the company a “neutral” rating in a report on Thursday, January 22nd. Finally, TD Cowen raised their target price on Johnson & Johnson from $222.00 to $250.00 and gave the company a “buy” rating in a report on Thursday, January 22nd. One research analyst has rated the stock with a Strong Buy rating, seventeen have given a Buy rating and nine have issued a Hold rating to the stock. According to MarketBeat.com, the company currently has a consensus rating of “Moderate Buy” and a consensus price target of $232.70.

Insider Buying and Selling

In other news, EVP Timothy Schmid sold 1,322 shares of the firm’s stock in a transaction on Friday, February 20th. The shares were sold at an average price of $245.66, for a total value of $324,762.52. Following the sale, the executive vice president directly owned 25,447 shares in the company, valued at approximately $6,251,310.02. This trade represents a 4.94% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through this link. Also, 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 transaction of $1,508,287.83. Following the transaction, the executive vice president owned 23,003 shares of the company’s stock, valued at approximately $5,598,700.17. The trade was a 21.22% decrease in their position. The disclosure for this sale is available in the SEC filing. Over the last three months, insiders sold 30,142 shares of company stock worth $7,360,528. Insiders own 0.16% of the company’s stock.

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.