TD Asset Management Inc Sells 28,172 Shares of Johnson & Johnson $JNJ

TD Asset Management Inc decreased its stake in shares of Johnson & Johnson (NYSE:JNJ) by 1.8% during the 3rd quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The institutional investor owned 1,523,132 shares of the company’s stock after selling 28,172 shares during the period. TD Asset Management Inc owned 0.06% of Johnson & Johnson worth $282,419,000 at the end of the most recent quarter.

Several other hedge funds and other institutional investors also recently made changes to their positions in JNJ. Thoroughbred Financial Services LLC boosted its stake in shares of Johnson & Johnson by 0.6% in the 3rd quarter. Thoroughbred Financial Services LLC now owns 24,367 shares of the company’s stock valued at $4,518,000 after purchasing an additional 138 shares during the last quarter. Strata Wealth Advisors LLC boosted its position in shares of Johnson & Johnson by 60.7% in the 3rd quarter. Strata Wealth Advisors LLC now owns 3,821 shares of the company’s stock worth $708,000 after purchasing an additional 1,444 shares during the last quarter. Colonial Trust Co SC increased its holdings in Johnson & Johnson by 3.7% in the third quarter. Colonial Trust Co SC now owns 56,011 shares of the company’s stock valued at $10,386,000 after purchasing an additional 2,004 shares during the last quarter. Bright Financial Advisors Inc. bought a new stake in shares of Johnson & Johnson in the 3rd quarter valued at about $251,000. Finally, Palumbo Wealth Management LLC raised its holdings in Johnson & Johnson by 3.7% in the third quarter. Palumbo Wealth Management LLC now owns 18,935 shares of the company’s stock worth $3,347,000 after purchasing an additional 682 shares during the period. 69.55% of the stock is owned by institutional investors and hedge funds.

Analysts Set New Price Targets

Several research analysts have weighed in on JNJ shares. Leerink Partners lifted their target price on Johnson & Johnson from $201.00 to $232.00 and gave the stock a “market perform” rating in a report on Thursday, January 22nd. Royal Bank Of Canada upped their price target on shares of Johnson & Johnson from $240.00 to $255.00 and gave the company an “outperform” rating in a report on Tuesday, February 3rd. TD Cowen boosted their price objective on shares of Johnson & Johnson from $222.00 to $250.00 and gave the company a “buy” rating in a research report on Thursday, January 22nd. The Goldman Sachs Group restated a “buy” rating and issued a $250.00 price target on shares of Johnson & Johnson in a report on Thursday, January 22nd. Finally, Guggenheim upped their price target on Johnson & Johnson from $227.00 to $240.00 and gave the stock a “buy” rating in a research report on Friday, January 23rd. One research analyst has rated the stock with a Strong Buy rating, seventeen have assigned a Buy rating and nine have assigned a Hold rating to the company. According to data from MarketBeat.com, the company currently has a consensus rating of “Moderate Buy” and an average target price of $232.70.

Trending Headlines about Johnson & Johnson

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

• Positive Sentiment: FDA pipeline upside — J&J submitted an sBLA for IMAAVY (nipocalimab) as the first potential FDA‑approved therapy for warm autoimmune hemolytic anemia, giving Janssen a new, high‑margin specialty indication with meaningful unmet need. JNJ seeks FDA approval of IMAAVY (PR Newswire)
• Positive Sentiment: Clinical proof supports growth — new three‑year TREMFYA ulcerative colitis data reinforce J&J’s ability to replace legacy Stelara sales, underpinning revenue/earnings guidance and investor confidence in the Innovative Medicine segment. TREMFYA three‑year data (MSN)
• Positive Sentiment: Potential asset sale could unlock value — reports J&J is exploring a sale of DePuy Synthes (orthopedics) as part of its separation plans; a major divestiture would raise cash and simplify the portfolio, which investors tend to reward. Potential DePuy sale (InsiderMonkey)
• Neutral Sentiment: Analyst and options activity is creating noise — Wall Street coverage is generally constructive but mixed (price targets/ratings vary) and unusual options flows are elevating short‑term volatility without a clear directional signal. Wall Street optimism (Zacks)
• Neutral Sentiment: Strategic partnerships (e.g., first co‑funding with Blackstone) are notable but their near‑term earnings impact is unclear. Co‑funding with Blackstone (TipRanks)
• Negative Sentiment: Legal overhang — Bayer filed a lawsuit over prostate‑cancer drug claims (Nubeqa), adding litigation risk that can pressure sentiment in the biotech/pharma unit. Bayer sues J&J (Reuters)
• Negative Sentiment: Today’s ex‑dividend technical effect — Feb. 24 was the ex‑dividend date for JNJ’s $1.30 quarterly payout, so the share price is likely to show a mechanical decline equal to the dividend amount, which can look like a sell‑off even when fundamentals are intact. Ex‑dividend note (MarketBeat)
• Negative Sentiment: Insider selling disclosed — EVP Timothy Schmid sold shares (Form 4 filings); routine disposals can be read negatively by some traders, adding modest near‑term pressure. Form 4 (SEC)

Johnson & Johnson Trading Up 0.2%

Shares of Johnson & Johnson stock opened at $246.21 on Wednesday. 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 52-week low of $141.50 and a 52-week high of $247.25. The firm has a 50-day moving average of $222.42 and a 200-day moving average of $200.48. The stock has a market cap of $593.35 billion, a PE ratio of 22.28, a PEG ratio of 2.39 and a beta of 0.35.

Johnson & Johnson (NYSE:JNJ) last released its earnings results on Saturday, January 31st. The company reported $2.46 earnings per share (EPS) 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 for the quarter. As a group, sell-side analysts forecast that Johnson & Johnson will post 10.58 EPS for the current year.

Johnson & Johnson Dividend Announcement

The business also recently declared a quarterly dividend, which will be paid on Tuesday, March 10th. Investors of record on Tuesday, February 24th will be issued a dividend of $1.30 per share. The ex-dividend date of this dividend is Tuesday, February 24th. This represents a $5.20 annualized dividend and a dividend yield of 2.1%. Johnson & Johnson’s payout ratio is 47.06%.

Insider Buying and Selling

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