Johnson & Johnson $JNJ Shares Sold by Sunbelt Securities Inc.

Sunbelt Securities Inc. cut its holdings in shares of Johnson & Johnson (NYSE:JNJ) by 27.1% during the third quarter, HoldingsChannel.com reports. The fund owned 40,848 shares of the company’s stock after selling 15,173 shares during the period. Sunbelt Securities Inc.’s holdings in Johnson & Johnson were worth $7,574,000 at the end of the most recent reporting period.

Several other large investors also recently bought and sold shares of JNJ. Brighton Jones LLC grew its position 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 valued at $7,502,000 after purchasing an additional 6,332 shares in the last quarter. United Bank lifted its position in Johnson & Johnson by 110.7% during the first quarter. United Bank now owns 9,279 shares of the company’s stock worth $1,539,000 after buying an additional 4,876 shares in the last quarter. Sivia Capital Partners LLC lifted its position in Johnson & Johnson by 13.4% during the second quarter. Sivia Capital Partners LLC now owns 5,863 shares of the company’s stock worth $896,000 after buying an additional 692 shares in the last quarter. Wealth Group Ltd. boosted its stake 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 buying an additional 168 shares during the last quarter. Finally, Schnieders Capital Management LLC. grew its holdings in Johnson & Johnson by 9.8% in the 2nd 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. Hedge funds and other institutional investors own 69.55% of the company’s stock.

Key Johnson & Johnson News

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

• Positive Sentiment: HSBC raised its price target on JNJ to $280 and upgraded to a “buy,” calling for meaningful upside versus current levels — a fresh, high‑profile endorsement that supports longer‑term bullishness. Article Title
• Positive Sentiment: Independent analyst pieces highlight a $280 target and argue JNJ’s recent outperformance (strong YTD and 1‑yr gains) is backed by pipeline and portfolio strength — reinforcing the narrative of further upside for investors who can wait. Why One Analyst Thinks Johnson & Johnson Reaches $280
• Positive Sentiment: JNJ reported a phase I win for its bladder cancer therapy (Erda‑iDRS) with strong responses and manageable safety — clinical progress that could support future revenue if later‑stage trials succeed. JNJ’s Bladder Cancer Therapy Meets Key Goal
• Positive Sentiment: Regulatory progress for TECVAYLI (teclistamab) — J&J submitted a Type II variation to the EMA seeking approval in relapsed/refractory multiple myeloma — an important potential mid‑term revenue catalyst if approved. TECVAYLI Opportunity
• Neutral Sentiment: Johnson & Johnson launched pulsed field ablation tech in Peru — incremental product expansion in med‑tech markets, supportive but unlikely to meaningfully shift near‑term revenue. PFA Peru Launch
• Neutral Sentiment: Industry news (e.g., Monte Rosa supply agreement) and market commentary reassessing JNJ’s valuation after large multi‑year gains — useful context for positioning but not company‑specific catalysts. Monte Rosa Agreement
• Negative Sentiment: Shares slid today even as the broader market rose — coverage notes the drop reflects short‑term profit‑taking and rotation after a strong run, as well as lighter-than-average volume. That intraday weakness outweighed the new buy rating and clinical headlines. JNJ Stock Slides

Analysts Set New Price Targets

Several research analysts have recently commented on JNJ shares. Daiwa Securities Group lifted their price target on Johnson & Johnson from $203.00 to $237.00 and gave the stock an “outperform” rating in a report on Thursday, January 29th. Sanford C. Bernstein upped their price objective on shares of Johnson & Johnson from $208.00 to $225.00 and gave the company a “market perform” rating in a report on Friday, January 23rd. Wall Street Zen lowered shares of Johnson & Johnson from a “buy” rating to a “hold” rating in a report on Saturday, February 14th. Citigroup increased their price target on shares of Johnson & Johnson from $250.00 to $274.00 and gave the company a “buy” rating in a research note on Wednesday, March 11th. Finally, Weiss Ratings restated a “buy (b)” rating on shares of Johnson & Johnson in a report on Wednesday, January 28th. One research analyst has rated the stock with a Strong Buy rating, seventeen have given a Buy rating and nine have given a Hold rating to the company. Based on data from MarketBeat, Johnson & Johnson has a consensus rating of “Moderate Buy” and an average price target of $236.57.

Johnson & Johnson Price Performance

Johnson & Johnson stock opened at $238.18 on Wednesday. The company’s 50 day simple moving average is $233.35 and its 200-day simple moving average is $207.56. 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 company has a market capitalization of $573.68 billion, a price-to-earnings ratio of 21.55, a price-to-earnings-growth ratio of 2.40 and a beta of 0.34.

Johnson & Johnson (NYSE:JNJ) last announced its earnings results on Saturday, January 31st. The company reported $2.46 earnings per share (EPS) for the quarter. Johnson & Johnson had a return on equity of 33.04% and a net margin of 28.46%.The company had revenue of $24.28 billion for the quarter. As a group, equities research analysts expect that Johnson & Johnson will post 10.58 earnings per share for the current year.

Johnson & Johnson Dividend Announcement

The company also recently announced a quarterly dividend, which was paid on Tuesday, March 10th. Investors of record on Tuesday, February 24th were paid a dividend of $1.30 per share. The ex-dividend date of this dividend was Tuesday, February 24th. This represents a $5.20 annualized dividend and a yield of 2.2%. Johnson & Johnson’s dividend payout ratio is presently 47.06%.

Insider Activity

In other news, EVP Vanessa Broadhurst sold 6,197 shares of the stock in a transaction dated 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 sale, the executive vice president owned 23,003 shares of the company’s stock, valued at approximately $5,598,700.17. This represents a 21.22% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through the SEC website. Also, EVP Timothy Schmid sold 22,623 shares of the firm’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 transaction of $5,527,477.59. Following the completion of the transaction, the executive vice president directly owned 26,769 shares of the company’s stock, valued at approximately $6,540,469.77. The trade was a 45.80% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. In the last three months, insiders have sold 30,142 shares of company stock worth $7,360,528. 0.16% of the stock is owned by corporate insiders.

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.