Johnson & Johnson $JNJ Stake Reduced by Beck Mack & Oliver LLC

Beck Mack & Oliver LLC cut its stake in Johnson & Johnson (NYSE:JNJ) by 2.7% during the 3rd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm owned 220,920 shares of the company’s stock after selling 6,035 shares during the period. Beck Mack & Oliver LLC’s holdings in Johnson & Johnson were worth $40,963,000 as of its most recent SEC filing.

Other hedge funds and other institutional investors also recently modified their holdings of the company. Abich Financial Wealth Management LLC acquired a new stake in shares of Johnson & Johnson in the 3rd quarter worth about $26,000. Clayton Financial Group LLC acquired a new position in Johnson & Johnson during the 3rd quarter valued at about $28,000. Evolution Wealth Management Inc. bought a new position in Johnson & Johnson in the 2nd quarter worth about $27,000. Semmax Financial Advisors Inc. increased its stake in shares of Johnson & Johnson by 55.0% in the second quarter. Semmax Financial Advisors Inc. now owns 203 shares of the company’s stock valued at $31,000 after purchasing an additional 72 shares during the period. Finally, Compass Financial Services Inc increased its stake in shares of Johnson & Johnson by 707.1% in the third quarter. Compass Financial Services Inc now owns 226 shares of the company’s stock valued at $42,000 after purchasing an additional 198 shares during the period. Institutional investors and hedge funds own 69.55% of the company’s stock.

Wall Street Analysts Forecast Growth

Several equities analysts have recently issued reports on the company. Freedom Capital downgraded Johnson & Johnson from a “strong-buy” rating to a “hold” rating in a research report on Friday, January 16th. TD Cowen raised their target price on Johnson & Johnson from $222.00 to $250.00 and gave the company a “buy” rating in a research report on Thursday, January 22nd. Bank of America reaffirmed a “neutral” rating on shares of Johnson & Johnson in a research note on Monday, March 2nd. Loop Capital set a $220.00 price target on Johnson & Johnson in a research note on Tuesday, January 27th. Finally, Daiwa Securities Group raised their price target on Johnson & Johnson from $203.00 to $237.00 and gave the company an “outperform” rating in a report on Thursday, January 29th. One research analyst has rated the stock with a Strong Buy rating, seventeen have given a Buy rating and nine have given a Hold rating to the stock. According to data from MarketBeat.com, the company presently has a consensus rating of “Moderate Buy” and a consensus target price of $235.91.

Insider Transactions at Johnson & Johnson

In related news, EVP Timothy Schmid sold 22,623 shares of Johnson & Johnson stock in a transaction dated 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 directly owned 26,769 shares of the company’s stock, valued at $6,540,469.77. The trade was a 45.80% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available at the SEC website. Also, EVP Vanessa Broadhurst sold 6,197 shares of the company’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 sale, the executive vice president directly owned 23,003 shares of the company’s stock, valued at $5,598,700.17. The trade was a 21.22% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Over the last ninety days, insiders have sold 30,142 shares of company stock worth $7,360,528. 0.16% of the stock is owned by corporate insiders.

Johnson & Johnson News Roundup

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

NYSE JNJ opened at $241.71 on Friday. Johnson & Johnson has a 12 month low of $141.50 and a 12 month high of $251.71. The firm has a market capitalization of $582.19 billion, a PE ratio of 21.87, a P/E/G ratio of 2.38 and a beta of 0.34. The company’s 50 day simple moving average is $231.91 and its 200 day simple moving average is $206.44. The company has a debt-to-equity ratio of 0.48, a current ratio of 1.03 and a quick ratio of 0.77.

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 firm had revenue of $24.28 billion during the quarter. As a group, equities research analysts forecast that Johnson & Johnson will post 10.58 EPS for the current fiscal year.

Johnson & Johnson Announces Dividend

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