Prudential PLC Has $77.25 Million Position in Johnson & Johnson $JNJ

Prudential PLC grew its holdings in shares of Johnson & Johnson (NYSE:JNJ) by 3.4% during the 3rd quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 416,610 shares of the company’s stock after buying an additional 13,667 shares during the quarter. Johnson & Johnson makes up 0.6% of Prudential PLC’s portfolio, making the stock its 25th largest position. Prudential PLC’s holdings in Johnson & Johnson were worth $77,248,000 as of its most recent SEC filing.

Other hedge funds also recently modified their holdings of the company. Brighton Jones LLC boosted its holdings in shares of Johnson & Johnson by 13.9% in the 4th quarter. Brighton Jones LLC now owns 51,876 shares of the company’s stock valued at $7,502,000 after buying an additional 6,332 shares during the last quarter. United Bank grew its stake in shares of Johnson & Johnson by 110.7% in the first quarter. United Bank now owns 9,279 shares of the company’s stock valued at $1,539,000 after buying an additional 4,876 shares in the last quarter. Sivia Capital Partners LLC grew its stake in shares of Johnson & Johnson by 13.4% in the second quarter. Sivia Capital Partners LLC now owns 5,863 shares of the company’s stock valued at $896,000 after buying an additional 692 shares in the last quarter. Wealth Group Ltd. increased its holdings in Johnson & Johnson by 12.8% during the second quarter. Wealth Group Ltd. now owns 1,482 shares of the company’s stock worth $226,000 after buying an additional 168 shares during the last quarter. Finally, Schnieders Capital Management LLC. raised its position in Johnson & Johnson by 9.8% during the second quarter. Schnieders Capital Management LLC. now owns 73,680 shares of the company’s stock worth $11,255,000 after acquiring an additional 6,584 shares in the last quarter. Institutional investors own 69.55% of the company’s stock.

Insider Buying and Selling

In other Johnson & Johnson news, EVP Timothy Schmid sold 22,623 shares of the company’s stock in a transaction on Wednesday, February 18th. The stock was 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 represents a 45.80% decrease in their position. The sale was disclosed in a filing with the SEC, which is available through this hyperlink. Also, EVP Vanessa Broadhurst sold 6,197 shares of the stock in a transaction on 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 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 disclosure for this sale is available in the SEC filing. In the last quarter, insiders have sold 30,142 shares of company stock worth $7,360,528. 0.16% of the stock is owned by corporate insiders.

Analysts Set New Price Targets

JNJ has been the subject of a number of recent analyst reports. Bank of America reiterated a “neutral” rating on shares of Johnson & Johnson in a research note on Monday, March 2nd. JPMorgan Chase & Co. upped their target price on shares of Johnson & Johnson from $225.00 to $250.00 and gave the company a “neutral” rating in a report on Thursday, March 5th. Sanford C. Bernstein raised their target price on shares of Johnson & Johnson from $208.00 to $225.00 and gave the company a “market perform” rating in a research note on Friday, January 23rd. Stifel Nicolaus boosted their price target on Johnson & Johnson from $205.00 to $220.00 and gave the stock a “hold” rating in a research report on Thursday, January 22nd. Finally, Wall Street Zen lowered Johnson & Johnson from a “buy” rating to a “hold” rating in a research note on Saturday, February 14th. One equities 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 company’s stock. According to MarketBeat.com, Johnson & Johnson has a consensus rating of “Moderate Buy” and a consensus price target of $235.91.

Trending Headlines about Johnson & Johnson

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

• Positive Sentiment: FDA approves the TECNIS PureSee intraocular lens, adding a new, differentiated cataract/presbyopia product to J&J’s surgical vision portfolio — could support revenue and aftermarket growth in the medtech segment. FDA Approval Of TECNIS PureSee IOL Adds New Lens For J&J Investors
• Positive Sentiment: Promising Phase 1 Erda‑iDRS (erdafitinib) results in intermediate‑risk NMIBC: 89% complete response rate and durable responses up to 18 months with tolerable safety — bolsters oncology pipeline optionality if later‑stage data confirm benefit. Johnson & Johnson highlights promising first-in-human Erda-iDRS (formerly TAR-210) results in intermediate-risk non-muscle-invasive bladder cancer
• Positive Sentiment: BofA raised its price target (to $253) and lifted revenue expectations citing pipeline growth — supportive analyst attention that can underpin sentiment even with a Neutral rating. BofA Raises Johnson & Johnson (JNJ) Price Target on Pipeline Growth
• Positive Sentiment: Citigroup analyst expects JNJ shares to rise — additional buy-side commentary can amplify positive flows if confirmed with upgrades or higher targets. Johnson & Johnson (NYSE:JNJ) Stock Price Expected to Rise, Citigroup Analyst Says
• Neutral Sentiment: Dividend and “Dividend King” coverage reminds investors of JNJ’s income profile — supportive for long‑term holders but unlikely to drive short‑term price swings. Johnson & Johnson (JNJ) Could Be a Great Choice
• Neutral Sentiment: Barclays reaffirmed its Hold rating — steady analyst stance that tempers upside momentum from positive news. Barclays Reaffirms Their Hold Rating on Johnson & Johnson (JNJ)
• Neutral Sentiment: Industry pieces on BCG shortages and competitor ImmunityBio note market dynamics in NMIBC — useful context for future demand shifts but not an immediate JNJ catalyst. IBRX and the BCG Shortage: A 2026 Catalyst Investors Are Tracking
• Neutral Sentiment: Analyst / valuation updates show modest shifts in fair value assumptions tied to individual drugs (Tremfya, Tecvayli, Inlexzo, Darzalex) — indicates ongoing re‑rating risk/reward as pipeline readouts arrive. How The Johnson & Johnson (JNJ) Narrative Is Shifting With Pipeline Rethinks And New Valuation Targets
• Negative Sentiment: Preliminary approval of a $65M eve‑of‑trial settlement in an antitrust suit tied to Actelion’s Tracleer — modest direct financial hit but reputational/legal overhang for the pharma legacy business. Eve-of-Trial $65M Settlement Preliminarily Approved in Novel Antitrust Class Action Against J&J Subsidiary Actelion Pharmaceuticals

Johnson & Johnson Price Performance

Shares of JNJ opened at $241.71 on Friday. The company’s 50-day moving average is $231.91 and its 200-day moving average is $206.23. The company has a debt-to-equity ratio of 0.48, a current ratio of 1.03 and a quick ratio of 0.77. The firm has a market capitalization of $582.50 billion, a PE ratio of 21.87, a PEG ratio of 2.39 and a beta of 0.34. 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 announced its quarterly earnings results on Saturday, January 31st. The company reported $2.46 EPS 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%. Equities analysts forecast that Johnson & Johnson will post 10.58 EPS for the current year.

Johnson & Johnson Announces Dividend

The company also recently announced a quarterly dividend, which was paid on Tuesday, March 10th. Stockholders of record on Tuesday, February 24th were given a $1.30 dividend. The ex-dividend date of this dividend was Tuesday, February 24th. This represents a $5.20 annualized dividend and a dividend yield of 2.2%. Johnson & Johnson’s dividend payout ratio is presently 47.06%.

Johnson & Johnson Company 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.