Van ECK Associates Corp Reduces Position in Johnson & Johnson $JNJ

Van ECK Associates Corp reduced its position in Johnson & Johnson (NYSE:JNJ) by 28.6% in the 3rd quarter, according to its most recent filing with the SEC. The firm owned 614,882 shares of the company’s stock after selling 246,677 shares during the period. Van ECK Associates Corp’s holdings in Johnson & Johnson were worth $114,011,000 at the end of the most recent reporting period.

A number of other institutional investors have also recently bought and sold shares of JNJ. Brighton Jones LLC increased its stake in shares of Johnson & Johnson by 13.9% in the fourth quarter. Brighton Jones LLC now owns 51,876 shares of the company’s stock worth $7,502,000 after buying an additional 6,332 shares during the last quarter. United Bank boosted its stake in Johnson & Johnson by 110.7% during the 1st quarter. United Bank now owns 9,279 shares of the company’s stock valued at $1,539,000 after purchasing an additional 4,876 shares during the period. Sivia Capital Partners LLC increased its holdings in shares of Johnson & Johnson by 13.4% during the second quarter. Sivia Capital Partners LLC now owns 5,863 shares of the company’s stock valued at $896,000 after purchasing an additional 692 shares during the period. Wealth Group Ltd. raised its holdings in Johnson & Johnson by 12.8% during the second quarter. Wealth Group Ltd. now owns 1,482 shares of the company’s stock worth $226,000 after purchasing an additional 168 shares in the last quarter. Finally, Schnieders Capital Management LLC. boosted its stake in Johnson & Johnson by 9.8% during the second quarter. Schnieders Capital Management LLC. now owns 73,680 shares of the company’s stock valued at $11,255,000 after buying an additional 6,584 shares in the last quarter. 69.55% of the stock is currently owned by hedge funds and other institutional investors.

Johnson & Johnson Trading Up 0.5%

Shares of JNJ stock opened at $243.75 on Wednesday. The company has a market cap of $587.41 billion, a PE ratio of 22.06, a price-to-earnings-growth ratio of 2.40 and a beta of 0.34. The company has a quick ratio of 0.77, a current ratio of 1.03 and a debt-to-equity ratio of 0.48. Johnson & Johnson has a 12 month low of $141.50 and a 12 month high of $251.71. The business’s 50 day moving average is $229.80 and its two-hundred day moving average is $205.27.

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 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%. Equities analysts predict that Johnson & Johnson will post 10.58 EPS for the current year.

Johnson & Johnson Dividend Announcement

The firm also recently announced a quarterly dividend, which was paid on Tuesday, March 10th. Stockholders of record on Tuesday, February 24th were paid 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 2.1%. Johnson & Johnson’s dividend payout ratio (DPR) is 47.06%.

Insider Buying and Selling

In related news, EVP Timothy Schmid sold 22,623 shares of the business’s stock in a transaction that occurred 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 transaction, the executive vice president owned 26,769 shares in the company, valued at $6,540,469.77. The trade was a 45.80% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is available at the SEC website. Also, EVP Vanessa Broadhurst sold 6,197 shares of the company’s stock in a transaction on Tuesday, February 17th. The shares were sold at an average price of $243.39, for a total value of $1,508,287.83. Following the transaction, the executive vice president directly owned 23,003 shares in the company, valued at $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 have sold 30,142 shares of company stock worth $7,360,528 over the last quarter. 0.16% of the stock is owned by company insiders.

Analyst Upgrades and Downgrades

JNJ has been the topic of a number of recent research reports. Weiss Ratings restated a “buy (b)” rating on shares of Johnson & Johnson in a report on Wednesday, January 28th. Loop Capital set a $220.00 price objective on shares of Johnson & Johnson in a research note on Tuesday, January 27th. Wolfe Research boosted their price target on shares of Johnson & Johnson from $225.00 to $240.00 and gave the company an “outperform” rating in a report on Monday, January 5th. Argus lifted their price objective on shares of Johnson & Johnson from $210.00 to $240.00 in a research report on Friday, January 23rd. Finally, BMO Capital Markets restated an “outperform” rating on shares of Johnson & Johnson in a report on Thursday, December 11th. One analyst has rated the stock with a Strong Buy rating, seventeen have issued a Buy rating and nine have assigned a Hold rating to the company’s stock. According to MarketBeat.com, the company currently has a consensus rating of “Moderate Buy” and a consensus price target of $234.87.

Johnson & Johnson News Summary

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

• Positive Sentiment: FDA approvals bolster commercial and clinical growth runway for oncology/immunotherapy — the TECVAYLI (teclistamab) + DARZALEX FASPRO approval opens a newer immune‑engaging combo for relapsed/refractory multiple myeloma that could shift treatment into earlier lines and meaningfully increase oncology sales upside. How FDA Approval of TECVAYLI and DARZALEX FASPRO Combo At Johnson & Johnson (JNJ) Has Changed Its Investment Story
• Positive Sentiment: EU label expansion for Akeega (prostate cancer) increases market opportunity in BRCA‑mutated metastatic hormone‑sensitive prostate cancer — supports future oncology revenue and pipeline leverage in targeted therapies. JNJ Gets EU Nod for Expanded Use of Akeega in Prostate Cancer
• Neutral Sentiment: Company presentation / transcript at Barclays healthcare conference provides management color on strategy/execution; useful for analysts but contains no surprise guidance that would immediately change valuations. Johnson & Johnson (JNJ) Presents at Barclays 28th Annual Global Healthcare Conference Transcript
• Neutral Sentiment: Analyst/coverage pieces and valuation reviews have brought JNJ back onto investor radars after recent rallies; helpful context for longer‑term positioning but not an immediate catalyst. Assessing Johnson & Johnson (JNJ) Valuation As Recent Share Moves Revive Investor Interest
• Neutral Sentiment: Industry/competitive articles (e.g., on Hologic) highlight device market dynamics that could inform med‑tech positioning; monitor for share gains/losses in specific device categories. What Drives Hologic’s GYN Surgical Strength in a Competitive Market?
• Negative Sentiment: Short interest rose ~20.8% in February (to ~25.1M shares), increasing bearish positioning — could add downward pressure if momentum reverses or sentiment worsens. (internal short‑interest report)
• Negative Sentiment: Two J&J units agreed to pay $65M to settle a Tracleer antitrust class action — a modest cash impact but a headline legal item that slightly offsets positive regulatory news. Johnson & Johnson (JNJ) Units to Pay $65 Million in Tracleer Antitrust Class Action Settlement, Reuters Reports

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.