Vaughan Nelson Investment Management L.P. Has $1.87 Million Stock Holdings in Johnson & Johnson $JNJ

Vaughan Nelson Investment Management L.P. reduced its position in shares of Johnson & Johnson (NYSE:JNJ) by 54.2% in the 4th quarter, Holdings Channel reports. The firm owned 9,015 shares of the company’s stock after selling 10,675 shares during the period. Vaughan Nelson Investment Management L.P.’s holdings in Johnson & Johnson were worth $1,866,000 at the end of the most recent reporting period.

A number of other large investors have also recently modified their holdings of JNJ. Wellington Management Group LLP boosted its holdings in shares of Johnson & Johnson by 3.8% during the 3rd quarter. Wellington Management Group LLP now owns 25,832,777 shares of the company’s stock valued at $4,789,914,000 after acquiring an additional 956,239 shares in the last quarter. Bank of New York Mellon Corp increased its stake in shares of Johnson & Johnson by 3.5% in the 3rd quarter. Bank of New York Mellon Corp now owns 24,637,649 shares of the company’s stock valued at $4,568,313,000 after acquiring an additional 835,146 shares in the last quarter. Legal & General Group Plc grew its holdings in Johnson & Johnson by 2.8% in the third quarter. Legal & General Group Plc now owns 19,450,064 shares of the company’s stock worth $3,606,431,000 after purchasing an additional 532,790 shares during the period. Amundi boosted its position in shares of Johnson & Johnson by 19.3% during the 3rd quarter. Amundi now owns 13,354,936 shares of the company’s stock worth $2,512,719,000 after purchasing an additional 2,163,838 shares in the last quarter. Finally, Raymond James Financial Inc. raised its stake in Johnson & Johnson by 7.3% during the 3rd quarter. Raymond James Financial Inc. now owns 10,137,651 shares of the company’s stock worth $1,879,718,000 after buying an additional 690,887 shares during the period. Institutional investors and hedge funds own 69.55% of the company’s stock.

Analysts Set New Price Targets

Several equities research analysts have recently commented on JNJ shares. Wall Street Zen downgraded shares of Johnson & Johnson from a “buy” rating to a “hold” rating in a research report on Saturday, February 14th. Argus increased their price target on Johnson & Johnson from $210.00 to $240.00 in a research report on Friday, January 23rd. Stifel Nicolaus boosted their price target on shares of Johnson & Johnson from $205.00 to $220.00 and gave the stock a “hold” rating in a report on Thursday, January 22nd. Citigroup upped their price objective on Johnson & Johnson from $250.00 to $274.00 and gave the company a “buy” rating in a research note on Wednesday, March 11th. Finally, TD Cowen increased their target price on shares of Johnson & Johnson from $222.00 to $250.00 and gave the company a “buy” rating in a research report on Thursday, January 22nd. One research analyst has rated the stock with a Strong Buy rating, seventeen have issued a Buy rating and nine have issued a Hold rating to the stock. Based on data from MarketBeat, Johnson & Johnson presently has an average rating of “Moderate Buy” and an average target price of $236.91.

Johnson & Johnson Trading Down 0.1%

Johnson & Johnson stock opened at $244.20 on Thursday. The stock has a market cap of $588.19 billion, a P/E ratio of 22.10, a PEG ratio of 2.42 and a beta of 0.34. The company has a debt-to-equity ratio of 0.48, a quick ratio of 0.77 and a current ratio of 1.03. The firm’s fifty day moving average price is $238.92 and its 200-day moving average price is $212.08. Johnson & Johnson has a fifty-two week low of $141.50 and a fifty-two week high of $251.71.

Johnson & Johnson (NYSE:JNJ) last released 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. Equities research analysts forecast that Johnson & Johnson will post 10.58 earnings per share for the current fiscal year.

Johnson & Johnson Announces Dividend

The business also recently disclosed a quarterly dividend, which was paid on Tuesday, March 10th. Shareholders of record on Tuesday, February 24th were given a $1.30 dividend. The ex-dividend date was Tuesday, February 24th. This represents a $5.20 annualized dividend and a yield of 2.1%. Johnson & Johnson’s payout ratio is presently 47.06%.

Insider Transactions at Johnson & Johnson

In other Johnson & Johnson news, EVP Timothy Schmid sold 22,623 shares of the company’s stock in a transaction that occurred 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 transaction, the executive vice president owned 26,769 shares of the company’s stock, valued at $6,540,469.77. This represents 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 Johnson & Johnson stock in a transaction on 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 completion of the sale, the executive vice president owned 23,003 shares in the company, valued at approximately $5,598,700.17. This trade represents a 21.22% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders sold 30,142 shares of company stock worth $7,360,528 in the last 90 days. Corporate insiders own 0.16% of the company’s stock.

Key Stories Impacting Johnson & Johnson

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

• Positive Sentiment: Fool highlights JNJ’s resilience in market sell‑offs and its reliable dividend, noting a strong 2025 execution with 51 drug approvals and 15 med‑tech launches — a clear positive for revenue visibility and defensive appeal. This Healthcare Stock Barely Flinches During Market Sell-Offs
• Positive Sentiment: Royalty Pharma agreed to a $500M R&D collaboration with J&J to support an experimental antibody for autoimmune disease — a near‑term financing/partnering win that validates parts of JNJ’s biotech pipeline. Royalty Pharma, Johnson & Johnson Strike $500M Autoimmune Drug Deal
• Positive Sentiment: Royal Bank of Canada reaffirmed its “Outperform” rating, giving institutional validation that can support investor demand. Royal Bank Of Canada Reaffirms “Outperform” Rating for Johnson & Johnson (NYSE:JNJ)
• Positive Sentiment: Macro/sector commentary (Fool, 247wallst) is casting JNJ as a defensive, dividend‑paying name that holds up in stagflation or volatile markets — supporting its premium multiple and safe‑haven flows. Stagflation Fears Are Back: These 3 Stocks Can Help You Ride Out the Storm
• Neutral Sentiment: Zacks and Yahoo pieces note that JNJ is a “trending” stock with a history of earnings beats — attention that can boost volume but doesn’t by itself change fundamentals. Will Johnson & Johnson (JNJ) Beat Estimates Again in Its Next Earnings Report?
• Neutral Sentiment: Broad market moves (geopolitics and oil) and media coverage of JNJ’s rebound and ongoing litigation create background noise — they affect volatility but not immediate fundamentals. Dow Jones Futures Rise, Oil Prices Fall Below $100; Trump To Speak To Nation On Iran War
• Negative Sentiment: Bridgewater’s Ray Dalio trimmed his JNJ position — a minor red flag given his long‑term ownership, but reports indicate it was a small reduction rather than a large exit. Johnson & Johnson (JNJ): Billionaire Ray Dalio Trims Position

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.