Vinva Investment Management Ltd Buys 45,352 Shares of Johnson & Johnson $JNJ

Vinva Investment Management Ltd increased its position in Johnson & Johnson (NYSE:JNJ) by 33.4% in the third quarter, according to its most recent disclosure with the Securities and Exchange Commission. The firm owned 180,971 shares of the company’s stock after acquiring an additional 45,352 shares during the quarter. Johnson & Johnson comprises about 0.7% of Vinva Investment Management Ltd’s holdings, making the stock its 25th biggest holding. Vinva Investment Management Ltd’s holdings in Johnson & Johnson were worth $32,868,000 at the end of the most recent reporting period.

Several other hedge funds also recently bought and sold shares of the company. Vanguard Group Inc. increased its holdings in shares of Johnson & Johnson by 1.3% in the second quarter. Vanguard Group Inc. now owns 237,047,859 shares of the company’s stock worth $36,209,060,000 after purchasing an additional 3,085,180 shares during the period. Geode Capital Management LLC boosted its stake in 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 buying an additional 1,225,676 shares during the period. Norges Bank purchased a new position in Johnson & Johnson during the second quarter worth about $4,877,174,000. Bank of New York Mellon Corp increased 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 acquiring an additional 835,146 shares during the last quarter. Finally, Charles Schwab Investment Management Inc. raised its holdings in shares of Johnson & Johnson by 0.3% in the 2nd quarter. Charles Schwab Investment Management Inc. now owns 18,951,337 shares of the company’s stock valued at $2,894,979,000 after acquiring an additional 52,074 shares in the last quarter. Hedge funds and other institutional investors own 69.55% of the company’s stock.

Johnson & Johnson News Roundup

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

• Positive Sentiment: FDA approval of TECVAYLI® plus DARZALEX FASPRO® for relapsed/refractory multiple myeloma — approval was based on strong Phase 3 results showing significant improvements in progression‑free and overall survival, and J&J positions the combo as a potential new standard of care as early as second line. This materially expands the company’s oncology commercial opportunity and is the main catalyst lifting sentiment. PR Newswire: J&J FDA approval
• Positive Sentiment: Inclusion in dividend lists / dividend‑aristocrat coverage — recent articles cite JNJ among Dividend Kings/Aristocrats, reinforcing its appeal to income and defensive investors given decades of payout growth. That supports demand from dividend‑focused funds and conservative investors. 24/7 Wall St.: Dividend Kings
• Neutral Sentiment: JPMorgan raised its price target from $225 to $250 but kept a “neutral” rating — the PT lift signals modest analyst upside recognition of recent catalysts, though the unchanged rating tempers near‑term conviction. Benzinga: JPMorgan price target
• Neutral Sentiment: Direct‑to‑consumer website launch — J&J rolled out a site to sell certain drugs directly to U.S. patients who are uninsured or pay out‑of‑pocket; potential to improve access and margin over time, but impact on revenue is unclear near term. Reuters: direct-to-consumer site
• Negative Sentiment: $65 million Tracleer antitrust settlement — two J&J units agreed to pay $65M to resolve a class action alleging overcharges for the pulmonary hypertension drug; materiality is modest relative to J&J’s scale but it is a headline legal expense. Reuters: Tracleer settlement
• Negative Sentiment: Near‑term price volatility / recent pullback — a few market reports noted a day‑over‑day decline ahead of the approval news; investors should be prepared for swings as the market digests launch timing, uptake and reimbursement dynamics. Zacks: recent decline

Analyst Ratings Changes

A number of brokerages have recently issued reports on JNJ. Argus lifted their price target on Johnson & Johnson from $210.00 to $240.00 in a research report on Friday, January 23rd. Loop Capital set a $220.00 target price on shares of Johnson & Johnson in a research note on Tuesday, January 27th. UBS Group reiterated a “buy” rating on shares of Johnson & Johnson in a research report on Monday, January 5th. Leerink Partners boosted their price target on shares of Johnson & Johnson from $201.00 to $232.00 and gave the stock a “market perform” rating in a research note on Thursday, January 22nd. Finally, Wells Fargo & Company raised their price objective on shares of Johnson & Johnson from $230.00 to $240.00 and gave the company an “overweight” rating in a research report on Thursday, January 22nd. One equities research 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, Johnson & Johnson presently has a consensus rating of “Moderate Buy” and an average price target of $234.87.

Johnson & Johnson Stock Up 0.4%

Shares of NYSE:JNJ opened at $240.57 on Friday. The stock has a market capitalization of $579.75 billion, a P/E ratio of 21.77, a price-to-earnings-growth ratio of 2.37 and a beta of 0.34. The stock’s 50-day moving average price is $228.36 and its 200-day moving average price is $204.19. 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 has a 12-month low of $141.50 and a 12-month high of $251.71.

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

Johnson & Johnson Announces Dividend

The business 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. This represents a $5.20 dividend on an annualized basis and a dividend yield of 2.2%. The ex-dividend date of this dividend is Tuesday, February 24th. Johnson & Johnson’s dividend payout ratio is 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 on Wednesday, February 18th. The shares were 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 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 sale was disclosed in a filing with the SEC, which is available at the SEC website. Also, EVP Vanessa Broadhurst sold 6,197 shares of the business’s stock in a transaction dated 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 transaction, the executive vice president owned 23,003 shares in the company, valued at $5,598,700.17. The trade was a 21.22% decrease in their position. The SEC filing for this sale provides additional information. Insiders sold 30,142 shares of company stock worth $7,360,528 in the last 90 days. Company insiders own 0.16% of the company’s stock.

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.