Johnson & Johnson $JNJ Shares Bought by Wealth Alliance LLC

Wealth Alliance LLC grew its position in Johnson & Johnson (NYSE:JNJ) by 9.0% in the 3rd quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The fund owned 26,286 shares of the company’s stock after purchasing an additional 2,161 shares during the period. Wealth Alliance LLC’s holdings in Johnson & Johnson were worth $4,874,000 as of its most recent SEC filing.

Several other hedge funds and other institutional investors have also made changes to their positions in JNJ. Cumberland Partners Ltd raised its stake in Johnson & Johnson by 474.7% during the 3rd quarter. Cumberland Partners Ltd now owns 67,815 shares of the company’s stock valued at $12,574,000 after acquiring an additional 56,015 shares in the last quarter. King Luther Capital Management Corp increased its holdings in shares of Johnson & Johnson by 46.7% during the third quarter. King Luther Capital Management Corp now owns 655,724 shares of the company’s stock valued at $121,584,000 after purchasing an additional 208,853 shares during the period. Avestar Capital LLC raised its stake in shares of Johnson & Johnson by 7.1% during the third quarter. Avestar Capital LLC now owns 17,731 shares of the company’s stock valued at $3,288,000 after purchasing an additional 1,181 shares in the last quarter. CFO4Life Group LLC lifted its holdings in Johnson & Johnson by 1.7% in the third quarter. CFO4Life Group LLC now owns 10,855 shares of the company’s stock worth $2,013,000 after purchasing an additional 179 shares during the period. Finally, Piedmont Capital Management LLC grew its position in Johnson & Johnson by 2.7% in the 3rd quarter. Piedmont Capital Management LLC now owns 5,585 shares of the company’s stock valued at $1,028,000 after buying an additional 147 shares in the last quarter. 69.55% of the stock is currently owned by institutional investors and hedge funds.

Analyst Ratings Changes

A number of analysts have recently weighed in on JNJ shares. Bank of America upped their price target on shares of Johnson & Johnson from $220.00 to $221.00 and gave the stock a “neutral” rating in a research note on Thursday, January 22nd. Wolfe Research lifted their price target on Johnson & Johnson from $225.00 to $240.00 and gave the company an “outperform” rating in a research report on Monday, January 5th. Stifel Nicolaus upped their price objective on Johnson & Johnson from $205.00 to $220.00 and gave the company a “hold” rating in a report on Thursday, January 22nd. Argus lifted their target price on Johnson & Johnson from $210.00 to $240.00 in a report on Friday, January 23rd. Finally, Barclays boosted their price target on shares of Johnson & Johnson from $197.00 to $217.00 and gave the stock an “equal weight” rating in a research report on Tuesday, December 30th. One investment analyst has rated the stock with a Strong Buy rating, seventeen have assigned a Buy rating and nine have given a Hold rating to the company. Based on data from MarketBeat.com, the stock presently has an average rating of “Moderate Buy” and an average target price of $232.70.

Johnson & Johnson News Roundup

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

• Positive Sentiment: Company is preparing a potential sale of its orthopedics unit that could fetch about $20 billion — investors may view a sale as value‑unlocking and a catalyst for multiple expansion if executed. Johnson & Johnson explores $20 billion sale of an orthopedics unit, Bloomberg News reports
• Positive Sentiment: Announced a >$1 billion investment in a Pennsylvania cell‑therapy manufacturing facility — expands U.S. capacity for high‑value biologics/cell therapies and supports long‑term revenue pipeline potential. Johnson & Johnson Expands U.S. Footprint with more than $1 Billion Investment in Next Generation Cell Therapy Manufacturing Facility in Pennsylvania
• Positive Sentiment: Strong early oncology data: investigational RYBREVANT FASPRO plus immunotherapy showed a 56% overall response rate in frontline recurrent/metastatic head & neck cancer — clinical upside that could boost future drug sales if confirmed. RYBREVANT FASPRO clinical results PR
• Positive Sentiment: Dividend/return focus highlighted in recent roundups — J&J remains a reliable dividend payer (recent quarterly payout noted), supporting income investor demand. Dividend Roundup: Halliburton, AbbVie, Johnson & Johnson, Delta Air Lines, and more
• Neutral Sentiment: Options and analyst attention have increased — can amplify near‑term moves but are not fundamental drivers by themselves. Monitor for large directional trades or fresh analyst revisions. Behind the Scenes of Johnson & Johnson’s Latest Options Trends
• Neutral Sentiment: Street coverage (Zacks, TipRanks) is keeping JNJ in focus — useful for sentiment but incremental to fundamental changes. Johnson & Johnson (JNJ) Is a Trending Stock
• Negative Sentiment: Insider selling: recent filings show EVP sales totaling millions of dollars (several thousand shares at ~$243–$244), which can be read negatively by some investors even if sales have benign explanations. Johnson & Johnson EVP Vanessa Broadhurst Sells 6,197 Shares
• Negative Sentiment: Ongoing talc litigation and renewed media focus on verdict risk continue to cloud valuation — legal overhang can limit multiple expansion and keeps headline risk elevated. Johnson & Johnson Balances Oncology Breakthrough With Rising Talc Litigation Risk

Johnson & Johnson Price Performance

JNJ stock opened at $245.81 on Friday. Johnson & Johnson has a one year low of $141.50 and a one year high of $246.96. The firm has a 50-day moving average of $220.45 and a two-hundred day moving average of $198.55. The firm has a market capitalization of $592.38 billion, a PE ratio of 22.28, a P/E/G ratio of 2.38 and a beta of 0.35. 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 EPS for the quarter. Johnson & Johnson had a net margin of 28.46% and a return on equity of 33.04%. The business had revenue of $24.28 billion during the quarter. On average, analysts forecast that Johnson & Johnson will post 10.58 earnings per share for the current year.

Johnson & Johnson Dividend Announcement

The firm also recently disclosed a quarterly dividend, which will be paid on Tuesday, March 10th. Investors of record on Tuesday, February 24th will be paid a $1.30 dividend. This represents a $5.20 annualized dividend and a yield of 2.1%. The ex-dividend date of this dividend is Tuesday, February 24th. Johnson & Johnson’s dividend payout ratio is currently 47.06%.

Insider Activity

In related news, EVP Timothy Schmid sold 22,623 shares of the stock in a transaction on Wednesday, February 18th. The stock was sold at an average price of $244.33, for a total transaction of $5,527,477.59. Following the completion of the sale, the executive vice president directly owned 26,769 shares in the company, valued at approximately $6,540,469.77. This trade represents a 45.80% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through the SEC website. Also, EVP Vanessa Broadhurst sold 6,197 shares of Johnson & Johnson 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 sale, the executive vice president directly 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. 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.