KKM Financial LLC Acquires 5,808 Shares of Johnson & Johnson $JNJ

KKM Financial LLC increased its position in Johnson & Johnson (NYSE:JNJ) by 23.5% in the 3rd quarter, according to its most recent 13F filing with the SEC. The firm owned 30,544 shares of the company’s stock after buying an additional 5,808 shares during the period. Johnson & Johnson comprises approximately 1.8% of KKM Financial LLC’s holdings, making the stock its 12th largest position. KKM Financial LLC’s holdings in Johnson & Johnson were worth $5,663,000 at the end of the most recent quarter.

A number of other institutional investors have also recently made changes to their positions in JNJ. Abich Financial Wealth Management LLC purchased a new position in Johnson & Johnson during the 3rd quarter valued at approximately $26,000. Evolution Wealth Management Inc. bought a new position in shares of Johnson & Johnson during the 2nd quarter valued at approximately $27,000. Clayton Financial Group LLC bought a new stake in Johnson & Johnson in the third quarter worth $28,000. Semmax Financial Advisors Inc. raised its stake in Johnson & Johnson by 55.0% during 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 in the last quarter. Finally, Compass Financial Services Inc lifted its position in Johnson & Johnson by 707.1% during 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 last quarter. Hedge funds and other institutional investors own 69.55% of the company’s stock.

Key Johnson & Johnson News

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

Wall Street Analyst Weigh In

Several research analysts have issued reports on the stock. Wells Fargo & Company increased their target price on shares of Johnson & Johnson from $230.00 to $240.00 and gave the stock an “overweight” rating in a report on Thursday, January 22nd. Loop Capital set a $220.00 price target on shares of Johnson & Johnson in a research note on Tuesday, January 27th. BMO Capital Markets reaffirmed an “outperform” rating on shares of Johnson & Johnson in a research note on Thursday, December 11th. Leerink Partners increased their price objective on shares of Johnson & Johnson from $201.00 to $232.00 and gave the stock a “market perform” rating in a research report on Thursday, January 22nd. Finally, Royal Bank Of Canada raised their target price on Johnson & Johnson from $240.00 to $255.00 and gave the company an “outperform” rating in a report on Tuesday, February 3rd. One investment analyst has rated the stock with a Strong Buy rating, seventeen have assigned a Buy rating and nine have issued a Hold rating to the company. According to data from MarketBeat.com, the stock currently has an average rating of “Moderate Buy” and an average price target of $235.91.

Johnson & Johnson Trading Down 0.1%

Shares of JNJ opened at $241.71 on Monday. The stock’s fifty day simple moving average is $231.91 and its 200 day simple moving average is $206.65. The firm has a market capitalization of $582.19 billion, a P/E ratio of 21.87, a price-to-earnings-growth ratio of 2.38 and a beta of 0.34. 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 twelve month low of $141.50 and a twelve month high of $251.71.

Johnson & Johnson (NYSE:JNJ) last posted its 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 firm had revenue of $24.28 billion during the quarter. On average, equities research analysts forecast that Johnson & Johnson will post 10.58 earnings per share for the current year.

Johnson & Johnson Announces Dividend

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

Insider Buying and Selling

In other news, EVP Timothy Schmid sold 1,322 shares of the company’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 directly owned 25,447 shares of the company’s stock, valued at approximately $6,251,310.02. This represents a 4.94% decrease in their position. The sale was disclosed in a legal filing with the SEC, which is accessible through this link. Also, EVP Vanessa Broadhurst sold 6,197 shares of the stock in a transaction on Tuesday, February 17th. The shares were sold at an average price of $243.39, for a total value of $1,508,287.83. Following the transaction, the executive vice president directly owned 23,003 shares of the company’s stock, valued at approximately $5,598,700.17. The trade was a 21.22% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders have sold a total of 30,142 shares of company stock worth $7,360,528 over the last quarter. Insiders own 0.16% of the company’s stock.

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.