Moody Lynn & Lieberson LLC increased its stake in shares of Johnson & Johnson (NYSE:JNJ – Free Report) by 4.6% during the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission. The firm owned 122,334 shares of the company’s stock after acquiring an additional 5,413 shares during the quarter. Johnson & Johnson comprises approximately 1.3% of Moody Lynn & Lieberson LLC’s holdings, making the stock its 21st largest holding. Moody Lynn & Lieberson LLC’s holdings in Johnson & Johnson were worth $25,317,000 as of its most recent SEC filing.
A number of other hedge funds have also recently bought and sold shares of the stock. Capital International Investors grew its position in Johnson & Johnson by 545.6% during the third quarter. Capital International Investors now owns 3,865,050 shares of the company’s stock worth $716,657,000 after buying an additional 3,266,354 shares in the last quarter. Amundi boosted its stake in Johnson & Johnson by 19.3% during the third quarter. Amundi now owns 13,354,936 shares of the company’s stock worth $2,512,719,000 after buying an additional 2,163,838 shares in the last quarter. Marshall Wace LLP boosted its stake in Johnson & Johnson by 126.3% during the third quarter. Marshall Wace LLP now owns 3,584,162 shares of the company’s stock worth $664,575,000 after buying an additional 2,000,609 shares in the last quarter. Danske Bank A S acquired a new position in shares of Johnson & Johnson in the 3rd quarter valued at $367,467,000. Finally, Wellington Management Group LLP lifted 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 worth $4,789,914,000 after acquiring an additional 956,239 shares during the period. 69.55% of the stock is owned by institutional investors.
Johnson & Johnson Trading Down 0.5%
JNJ opened at $242.93 on Friday. Johnson & Johnson has a 1-year low of $141.50 and a 1-year high of $251.71. The stock has a market capitalization of $585.11 billion, a PE ratio of 21.98, a PEG ratio of 2.42 and a beta of 0.34. The company has a current ratio of 1.03, a quick ratio of 0.77 and a debt-to-equity ratio of 0.48. The firm has a 50-day moving average price of $239.41 and a two-hundred day moving average price of $212.30.
Insider Buying and Selling at Johnson & Johnson
In other news, EVP Timothy Schmid sold 1,322 shares of the business’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 owned 25,447 shares in the company, valued at $6,251,310.02. The trade was a 4.94% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which is available through this link. Also, EVP Vanessa Broadhurst sold 6,197 shares of Johnson & Johnson stock in a transaction dated Tuesday, February 17th. The stock was 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 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 ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders sold a total of 30,142 shares of company stock valued at $7,360,528 over the last three months. Insiders own 0.16% of the company’s stock.
Key Johnson & Johnson News
Here are the key news stories impacting Johnson & Johnson this week:
- Positive Sentiment: Strong clinical and product momentum — RCT data presented at ACC and published in JACC and JNJ’s recent pace of approvals/med‑tech launches bolster revenue visibility and the company’s long‑term growth story. Why Johnson & Johnson (JNJ) Is One of the Best Pharma Stocks to Invest in Now
- Positive Sentiment: R&D partnership deal — a reported $500M agreement with Royalty Pharma to advance an experimental autoimmune antibody provides non‑dilutive funding and validates JNJ’s pipeline strategy. Royalty Pharma, Johnson & Johnson Strike $500M Autoimmune Drug Deal
- Positive Sentiment: Defensive, dividend appeal — coverage pieces highlight JNJ as a reliable dividend aristocrat and a low‑volatility healthcare hold during market stress, supporting investor demand in uncertain markets. This Healthcare Stock Barely Flinches During Market Sell-Offs
- Neutral Sentiment: Analyst interest and trending status — outlets note JNJ is trending on investor platforms and some analysts expect another earnings beat given its history; this can amplify short‑term flows but isn’t a new fundamental change. Johnson & Johnson (JNJ) Is a Trending Stock: Facts to Know Before Betting on It
- Neutral Sentiment: Major-holder activity — reports show Bridgewater (Ray Dalio) trimmed its position; large-manager moves can influence flows but don’t necessarily reflect company fundamentals. Johnson & Johnson (JNJ): Billionaire Ray Dalio Trims Position
- Negative Sentiment: MedTech China headwinds — previews ahead of Q1 highlight strong cardiovascular and new‑product adoption but warn of slowing demand in China, which is a near‑term earnings risk for the MedTech segment and likely a key reason shares are under pressure. JNJ Q1 MedTech Preview: Key Drivers and China Headwinds to Watch
- Negative Sentiment: Valuation/rotation concerns — after a large one‑year rally, some commentary asks whether returns are largely priced in; combined with periodic profit‑taking, this contributes to downward pressure. Is It Too Late To Consider Johnson & Johnson (JNJ) After Its 61% One-Year Surge?
Analysts Set New Price Targets
JNJ has been the subject of a number of analyst reports. Barclays raised their price target on shares of Johnson & Johnson from $217.00 to $234.00 and gave the stock an “equal weight” rating in a research note on Thursday, March 19th. Morgan Stanley set a $253.00 target price on Johnson & Johnson in a report on Wednesday, March 18th. Wells Fargo & Company boosted their price target on Johnson & Johnson from $230.00 to $240.00 and gave the company an “overweight” rating in a research note on Thursday, January 22nd. Royal Bank Of Canada reaffirmed an “outperform” rating and issued a $255.00 target price on shares of Johnson & Johnson in a report on Monday. Finally, Sanford C. Bernstein raised their price objective on shares of Johnson & Johnson from $208.00 to $225.00 and gave the stock a “market perform” rating in a report on Friday, January 23rd. One research analyst has rated the stock with a Strong Buy rating, seventeen have issued a Buy rating and nine have given a Hold rating to the stock. Based on data from MarketBeat.com, the company has a consensus rating of “Moderate Buy” and a consensus price target of $236.91.
View Our Latest Research Report on Johnson & Johnson
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.
Further Reading
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