Johnson & Johnson $JNJ Shares Sold by Gamco Investors INC. ET AL

Gamco Investors INC. ET AL trimmed its holdings in Johnson & Johnson (NYSE:JNJ) by 4.9% during the third quarter, HoldingsChannel.com reports. The firm owned 82,375 shares of the company’s stock after selling 4,207 shares during the period. Gamco Investors INC. ET AL’s holdings in Johnson & Johnson were worth $15,274,000 as of its most recent SEC filing.

Several other institutional investors and hedge funds also recently made changes to their positions in JNJ. Abich Financial Wealth Management LLC bought a new stake in Johnson & Johnson in the third quarter valued at about $26,000. Evolution Wealth Management Inc. bought a new position in Johnson & Johnson during the 2nd quarter worth approximately $27,000. Clayton Financial Group LLC acquired a new position in shares of Johnson & Johnson in the 3rd quarter worth approximately $28,000. Semmax Financial Advisors Inc. increased its holdings in shares of Johnson & Johnson by 55.0% in the 2nd quarter. Semmax Financial Advisors Inc. now owns 203 shares of the company’s stock valued at $31,000 after acquiring an additional 72 shares during the last quarter. Finally, Compass Financial Services Inc raised its position in shares of Johnson & Johnson by 707.1% during the 3rd quarter. Compass Financial Services Inc now owns 226 shares of the company’s stock valued at $42,000 after acquiring an additional 198 shares in the last quarter. 69.55% of the stock is currently owned by hedge funds and other institutional investors.

Analyst Upgrades and Downgrades

Several equities analysts recently issued reports on JNJ shares. Sanford C. Bernstein raised their price objective on Johnson & Johnson from $208.00 to $225.00 and gave the stock a “market perform” rating in a research note on Friday, January 23rd. Stifel Nicolaus increased their target price on shares of Johnson & Johnson from $205.00 to $220.00 and gave the stock a “hold” rating in a report on Thursday, January 22nd. Freedom Capital downgraded shares of Johnson & Johnson from a “strong-buy” rating to a “hold” rating in a research report on Friday, January 16th. Leerink Partners boosted their price objective on shares of Johnson & Johnson from $201.00 to $232.00 and gave the company a “market perform” rating in a research report on Thursday, January 22nd. Finally, Scotiabank reiterated an “outperform” rating on shares of Johnson & Johnson in a research note on Thursday, January 22nd. One investment 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 company. According to MarketBeat, Johnson & Johnson has an average rating of “Moderate Buy” and a consensus price target of $234.87.

Johnson & Johnson Price Performance

Shares of NYSE JNJ opened at $240.57 on Friday. 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 $579.75 billion, a PE ratio of 21.77, a P/E/G ratio of 2.37 and a beta of 0.34. Johnson & Johnson has a 1-year low of $141.50 and a 1-year high of $251.71. The business’s fifty day moving average price is $228.36 and its two-hundred day moving average price is $204.19.

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

Johnson & Johnson Dividend Announcement

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

Insider Activity at Johnson & Johnson

In related news, EVP Vanessa Broadhurst sold 6,197 shares of the stock in a transaction that occurred 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 completion of the transaction, the executive vice president directly owned 23,003 shares of the company’s stock, valued at $5,598,700.17. This represents a 21.22% decrease in their position. The sale was disclosed in a filing with the SEC, which is available through the SEC website. Also, EVP Timothy Schmid sold 1,322 shares of the firm’s stock in a transaction that occurred on Friday, February 20th. The shares were sold at an average price of $245.66, for a total value of $324,762.52. Following the completion of the sale, the executive vice president owned 25,447 shares in the company, valued at approximately $6,251,310.02. This represents a 4.94% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold 30,142 shares of company stock worth $7,360,528 in the last 90 days. 0.16% of the stock is owned by company insiders.

Johnson & Johnson News Summary

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

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.