Johnson & Johnson $JNJ Shares Acquired by Vestmark Advisory Solutions Inc.

Vestmark Advisory Solutions Inc. lifted its holdings in shares of Johnson & Johnson (NYSE:JNJ) by 47.4% in the third quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The firm owned 74,699 shares of the company’s stock after purchasing an additional 24,027 shares during the quarter. Vestmark Advisory Solutions Inc.’s holdings in Johnson & Johnson were worth $13,851,000 as of its most recent filing with the Securities and Exchange Commission.

Other large investors also recently bought and sold shares of the company. Westerkirk Capital Inc. boosted its stake in Johnson & Johnson by 28.5% during the third quarter. Westerkirk Capital Inc. now owns 35,059 shares of the company’s stock worth $6,501,000 after buying an additional 7,775 shares during the period. Bleakley Financial Group LLC lifted its holdings in shares of Johnson & Johnson by 20.0% in the 3rd quarter. Bleakley Financial Group LLC now owns 134,877 shares of the company’s stock worth $25,009,000 after acquiring an additional 22,514 shares during the last quarter. Adapt Wealth Advisors LLC increased its holdings in Johnson & Johnson by 0.4% in the 3rd quarter. Adapt Wealth Advisors LLC now owns 16,581 shares of the company’s stock valued at $3,074,000 after purchasing an additional 73 shares during the last quarter. Alliance Wealth Advisors LLC UT raised its position in Johnson & Johnson by 2.8% in the third quarter. Alliance Wealth Advisors LLC UT now owns 10,783 shares of the company’s stock valued at $1,999,000 after purchasing an additional 294 shares during the period. Finally, AMJ Financial Wealth Management lifted its stake in Johnson & Johnson by 642.1% during the third quarter. AMJ Financial Wealth Management now owns 6,352 shares of the company’s stock worth $121,000 after purchasing an additional 5,496 shares in the last quarter. Institutional investors and hedge funds own 69.55% of the company’s stock.

Johnson & Johnson Stock Down 1.9%

Shares of Johnson & Johnson stock opened at $242.27 on Friday. 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 52-week low of $141.50 and a 52-week high of $246.96. The company has a market capitalization of $583.86 billion, a P/E ratio of 21.93, a P/E/G ratio of 2.35 and a beta of 0.35. The company has a 50 day moving average of $221.06 and a 200 day moving average of $199.24.

Johnson & Johnson (NYSE:JNJ) last announced its quarterly earnings data on Saturday, January 31st. The company reported $2.46 earnings per share for the quarter. The business had revenue of $24.28 billion for the quarter. Johnson & Johnson had a net margin of 28.46% and a return on equity of 33.04%. As a group, research analysts forecast that Johnson & Johnson will post 10.58 EPS for the current fiscal year.

Johnson & Johnson Announces Dividend

The firm also recently announced a quarterly dividend, which will be paid on Tuesday, March 10th. Investors of record on Tuesday, February 24th will be paid a dividend of $1.30 per share. The ex-dividend date is 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 Buying and Selling

In related news, EVP Timothy Schmid sold 22,623 shares of the stock in a transaction on Wednesday, February 18th. The shares were sold at an average price of $244.33, for a total value of $5,527,477.59. Following the transaction, the executive vice president directly owned 26,769 shares of the company’s stock, valued at $6,540,469.77. This trade represents a 45.80% decrease in their position. The transaction was disclosed in a filing with the SEC, which is accessible through the SEC website. Also, EVP Vanessa Broadhurst sold 6,197 shares of the business’s 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 directly owned 23,003 shares of the company’s stock, valued at approximately $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. Corporate insiders own 0.16% of the company’s stock.

Key Headlines Impacting Johnson & Johnson

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

Analyst Upgrades and Downgrades

A number of equities research analysts have recently weighed in on JNJ shares. Sanford C. Bernstein lifted their price objective on Johnson & Johnson from $208.00 to $225.00 and gave the company a “market perform” rating in a research note on Friday, January 23rd. Wall Street Zen lowered shares of Johnson & Johnson from a “buy” rating to a “hold” rating in a research note on Saturday, February 14th. Barclays increased 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. Freedom Capital downgraded shares of Johnson & Johnson from a “strong-buy” rating to a “hold” rating in a research note on Friday, January 16th. Finally, Scotiabank reissued an “outperform” rating on shares of Johnson & Johnson in a research report on Thursday, January 22nd. One investment 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 company’s stock. According to MarketBeat, the stock currently has an average rating of “Moderate Buy” and a consensus target price of $232.70.

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.