Johnson & Johnson $JNJ Shares Bought by Lion Street Advisors LLC

Lion Street Advisors LLC raised its holdings in shares of Johnson & Johnson (NYSE:JNJ) by 37.1% during the third quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The institutional investor owned 8,023 shares of the company’s stock after purchasing an additional 2,173 shares during the period. Lion Street Advisors LLC’s holdings in Johnson & Johnson were worth $1,488,000 at the end of the most recent quarter.

Other institutional investors have also recently made changes to their positions in the company. Vanguard Group Inc. raised its stake in Johnson & Johnson by 1.3% in the second quarter. Vanguard Group Inc. now owns 237,047,859 shares of the company’s stock valued at $36,209,060,000 after buying an additional 3,085,180 shares during the last quarter. Geode Capital Management LLC increased its holdings in shares of Johnson & Johnson by 2.1% during the second quarter. Geode Capital Management LLC now owns 60,609,476 shares of the company’s stock valued at $9,227,988,000 after acquiring an additional 1,225,676 shares in the last quarter. Norges Bank purchased a new position in shares of Johnson & Johnson in the 2nd quarter valued at approximately $4,877,174,000. Bank of New York Mellon Corp boosted its stake in 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 worth $4,568,313,000 after purchasing an additional 835,146 shares in the last quarter. Finally, Charles Schwab Investment Management Inc. grew its position in Johnson & Johnson by 0.3% during the 2nd quarter. Charles Schwab Investment Management Inc. now owns 18,951,337 shares of the company’s stock worth $2,894,979,000 after purchasing an additional 52,074 shares during the last quarter. Institutional investors and hedge funds own 69.55% of the company’s stock.

Wall Street Analysts Forecast Growth

A number of research firms have issued reports on JNJ. Sanford C. Bernstein raised their price target 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. Stifel Nicolaus upped their target price on Johnson & Johnson from $205.00 to $220.00 and gave the company a “hold” rating in a research report on Thursday, January 22nd. Morgan Stanley set a $262.00 price target on Johnson & Johnson and gave the stock an “overweight” rating in a research report on Wednesday, January 28th. Leerink Partners increased their price objective on Johnson & Johnson from $201.00 to $232.00 and gave the company a “market perform” rating in a report on Thursday, January 22nd. Finally, Freedom Capital cut Johnson & Johnson from a “strong-buy” rating to a “hold” rating in a research note on Friday, January 16th. 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’s stock. According to MarketBeat.com, the stock presently has a consensus rating of “Moderate Buy” and an average price target of $232.70.

Johnson & Johnson News Summary

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

• Positive Sentiment: Clinical and regulatory wins for oncology: J&J reported strong Phase 1b/2 data for subcutaneous amivantamab (RYBREVANT FASPRO) in head & neck cancer and has received FDA Breakthrough Therapy attention and a separate monthly‑dosing approval that can improve patient convenience and commercial uptake. These outcomes support the pharma growth story and were cited as a reason for recent buying interest. RYBREVANT clinical results
• Positive Sentiment: Potential strategic catalyst: reports say J&J is preparing a possible ~$20B sale of its orthopedics unit — a deal could unlock value, boost cash for buybacks/dividends or speed a planned separation, which traders view as a material upside catalyst if executed. Reuters on orthopedics sale
• Positive Sentiment: Capital investment and dividend support: J&J announced a $1B investment in a Pennsylvania cell‑therapy facility and recently raised its quarterly dividend to $1.30 — both reinforce the company’s long‑term growth capacity and income appeal for dividend investors. Fox Business on $1B investment
• Neutral Sentiment: Options and sentiment flow: unusually high call buying (41,649 calls, ~45% above typical daily call volume) and amplified options chatter are increasing intraday volatility and can intensify moves without changing fundamentals — watch open interest and directional concentration. Benzinga on options trends
• Neutral Sentiment: Positive post‑earnings momentum: coverage (Zacks/TipRanks/others) notes JNJ is up since earnings as investors re‑rate pharma catalysts and dividends — helpful for sentiment but incremental vs. material corporate events. Zacks on post‑earnings move
• Negative Sentiment: Analyst caveat: Rothschild & Co Redburn raised its price target to $210 but kept a “neutral” rating — the PT sits below the current share price, signaling downside risk and giving traders a reason to trim positions. MarketScreener on Rothschild PT
• Negative Sentiment: Insider selling: recent sales by senior executives (disclosed Form 4s) are prompting some investor concern about near‑term profit‑taking and are adding selling pressure. SEC filing on insider sell
• Negative Sentiment: Legal overhang: ongoing talc litigation and verdict coverage continue to create valuation uncertainty and cap multiple expansion despite operational positives. Yahoo Finance on talc risk

Johnson & Johnson Stock Performance

NYSE JNJ opened at $242.27 on Friday. The firm has a market capitalization of $583.86 billion, a P/E ratio of 21.93, a PEG ratio of 2.40 and a beta of 0.35. The stock has a 50-day simple moving average of $221.06 and a two-hundred day simple moving average of $199.04. 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 fifty-two week low of $141.50 and a fifty-two week high of $246.96.

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

Johnson & Johnson Dividend Announcement

The company also recently disclosed a quarterly dividend, which will be paid on Tuesday, March 10th. Stockholders of record on Tuesday, February 24th will be paid a dividend of $1.30 per share. The ex-dividend date of this dividend is Tuesday, February 24th. This represents a $5.20 dividend on an annualized basis and a dividend yield of 2.1%. Johnson & Johnson’s dividend payout ratio (DPR) is presently 47.06%.

Insider Activity at Johnson & Johnson

In other Johnson & Johnson news, EVP Timothy Schmid sold 22,623 shares of the 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 transaction, the executive vice president owned 26,769 shares in the company, valued at approximately $6,540,469.77. This represents a 45.80% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which can be accessed through this hyperlink. Also, EVP Vanessa Broadhurst sold 6,197 shares of the firm’s stock in a transaction that occurred 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 completion of the sale, the executive vice president directly owned 23,003 shares in the company, 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. 0.16% of the stock is owned by insiders.

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.