NatWest Group plc raised its stake in Johnson & Johnson (NYSE:JNJ – Free Report) by 4.7% during the 4th quarter, Holdings Channel.com reports. The firm owned 57,381 shares of the company’s stock after buying an additional 2,578 shares during the period. Johnson & Johnson accounts for 2.8% of NatWest Group plc’s holdings, making the stock its 14th largest holding. NatWest Group plc’s holdings in Johnson & Johnson were worth $11,875,000 as of its most recent filing with the Securities and Exchange Commission (SEC).
A number of other hedge funds also recently modified their holdings of the stock. Abich Financial Wealth Management LLC acquired a new position in Johnson & Johnson in the 3rd quarter valued at about $26,000. Evolution Wealth Management Inc. acquired a new stake in Johnson & Johnson during the second quarter worth approximately $27,000. Clayton Financial Group LLC bought a new stake in shares of Johnson & Johnson during the third quarter worth approximately $28,000. Semmax Financial Advisors Inc. boosted its holdings in shares of 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 acquiring an additional 72 shares during the period. Finally, Turning Point Benefit Group Inc. acquired a new position in shares of Johnson & Johnson in the third quarter valued at approximately $41,000. Institutional investors and hedge funds own 69.55% of the company’s stock.
Trending Headlines about 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
Analysts Set New Price Targets
Check Out Our Latest Stock Analysis on Johnson & Johnson
Insiders Place Their Bets
In related news, EVP Timothy Schmid sold 1,322 shares of the company’s stock in a transaction on Friday, February 20th. The stock was sold at an average price of $245.66, for a total transaction of $324,762.52. Following the completion of the sale, the executive vice president directly owned 25,447 shares in the company, valued at $6,251,310.02. This represents a 4.94% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available through this link. Also, EVP Vanessa Broadhurst sold 6,197 shares of the firm’s stock in a transaction dated 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 completion of the sale, 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 ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. In the last ninety days, insiders sold 30,142 shares of company stock worth $7,360,528. Company insiders own 0.16% of the company’s stock.
Johnson & Johnson Price Performance
JNJ stock opened at $240.39 on Friday. The company’s 50-day moving average price is $237.40 and its two-hundred day moving average price is $210.69. The firm has a market cap of $579.01 billion, a P/E ratio of 21.75, a P/E/G ratio of 2.37 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.
Johnson & Johnson (NYSE:JNJ – Get Free Report) 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 during the quarter. Johnson & Johnson had a net margin of 28.46% and a return on equity of 33.04%. On average, analysts anticipate that Johnson & Johnson will post 10.58 earnings per share for the current fiscal year.
Johnson & Johnson Announces Dividend
The firm also recently announced a quarterly dividend, which was paid on Tuesday, March 10th. Shareholders of record on Tuesday, February 24th were issued a $1.30 dividend. This represents a $5.20 dividend on an annualized basis and a dividend yield of 2.2%. The ex-dividend date of this dividend was Tuesday, February 24th. Johnson & Johnson’s dividend payout ratio (DPR) is currently 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.
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