Northstar Advisory Group LLC Has $6.22 Million Holdings in Johnson & Johnson $JNJ

Northstar Advisory Group LLC lessened its stake in shares of Johnson & Johnson (NYSE:JNJ) by 9.6% during the fourth quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 30,074 shares of the company’s stock after selling 3,186 shares during the period. Johnson & Johnson accounts for about 2.2% of Northstar Advisory Group LLC’s portfolio, making the stock its 11th biggest position. Northstar Advisory Group LLC’s holdings in Johnson & Johnson were worth $6,224,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Several other hedge funds have also recently bought and sold shares of the company. Capital International Investors increased its stake in Johnson & Johnson by 545.6% in the third quarter. Capital International Investors now owns 3,865,050 shares of the company’s stock valued at $716,657,000 after acquiring an additional 3,266,354 shares during the last quarter. Amundi boosted its holdings in shares of Johnson & Johnson by 19.3% during the 3rd quarter. Amundi now owns 13,354,936 shares of the company’s stock valued at $2,512,719,000 after acquiring an additional 2,163,838 shares in the last quarter. Marshall Wace LLP grew its position in Johnson & Johnson by 126.3% during the 3rd quarter. Marshall Wace LLP now owns 3,584,162 shares of the company’s stock worth $664,575,000 after acquiring an additional 2,000,609 shares during the last quarter. Danske Bank A S acquired a new position in Johnson & Johnson in the 3rd quarter worth about $367,467,000. Finally, Wellington Management Group LLP raised its position in Johnson & Johnson by 3.8% in the third quarter. Wellington Management Group LLP now owns 25,832,777 shares of the company’s stock valued at $4,789,914,000 after purchasing an additional 956,239 shares during the last quarter. 69.55% of the stock is owned by institutional investors.

Trending Headlines about Johnson & Johnson

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

• Positive Sentiment: FDA approval / commercial launch catalyst — J&J’s new oral psoriasis drug ICOTYDE (icotrokinra) has FDA approval and encouraging 52‑week data, offering a near‑term product growth story that could boost immunology sales and investor sentiment. Will ICOTYDE’s First‑in‑Class Oral Psoriasis Launch Redefine Johnson & Johnson’s (JNJ) Immunology Narrative?
• Positive Sentiment: Analyst support — Royal Bank of Canada reiterated an “Outperform” rating, providing third‑party validation that can support institutional demand. Royal Bank Of Canada Reaffirms “Outperform” Rating for Johnson & Johnson (NYSE:JNJ)
• Positive Sentiment: Earnings momentum — Multiple writeups note J&J’s strong earnings‑surprise history and argue the company has the ingredients to beat again, a tailwind for the stock into the next report. Will Johnson & Johnson (JNJ) Beat Estimates Again in Its Next Earnings Report?
• Neutral Sentiment: Pipeline and valuation debate — Analysts and commentators are re‑examining J&J’s pipeline and dividend pedigree (Seeking Alpha, 247WallSt pieces). These arguments support a buy‑and‑hold case but leave room for differing valuations after the recent rally. Johnson & Johnson: Is The Stock Still Undervalued After The Rally? A Quantitative Approach
• Neutral Sentiment: Investor interest / trending coverage — Zacks and other outlets note higher retail/investor attention and discuss J&J as a trending defensive/dividend name amid market volatility; this increases liquidity but not necessarily directional conviction. Johnson & Johnson (JNJ) Is a Trending Stock: Facts to Know Before Betting on It
• Negative Sentiment: Bridgewater trimming — Billionaire Ray Dalio’s Bridgewater reduced its J&J stake, which can signal cautious positioning by large funds and pressure headline sentiment despite the holding being long‑term. Johnson & Johnson (JNJ): Billionaire Ray Dalio Trims Position
• Negative Sentiment: Legal/media overhang — Continued media discussion (including Jim Cramer coverage) about prior lawsuits and the stock’s “free fall / rise” dynamic keeps a legal risk premium in place for some investors. Jim Cramer Highlights Johnson & Johnson Stock’s “Free Fall” and Rise Despite Lawsuits

Insider Activity at Johnson & Johnson

In other news, EVP Timothy Schmid sold 1,322 shares of Johnson & Johnson stock in a transaction 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 $6,251,310.02. The trade was a 4.94% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which is available through this link. 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 transaction of $1,508,287.83. Following 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 disclosure for this sale is available in the SEC filing. In the last ninety days, insiders have sold 30,142 shares of company stock valued at $7,360,528. Insiders own 0.16% of the company’s stock.

Johnson & Johnson Stock Performance

Shares of Johnson & Johnson stock opened at $244.20 on Thursday. The business has a 50-day moving average price of $238.92 and a two-hundred day moving average price of $212.08. Johnson & Johnson has a 1-year low of $141.50 and a 1-year high of $251.71. The company has a current ratio of 1.03, a quick ratio of 0.77 and a debt-to-equity ratio of 0.48. The company has a market cap of $588.19 billion, a P/E ratio of 22.10, a PEG ratio of 2.42 and a beta of 0.34.

Johnson & Johnson (NYSE:JNJ) last announced its quarterly earnings data 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, analysts anticipate that Johnson & Johnson will post 10.58 EPS for the current year.

Johnson & Johnson Dividend Announcement

The firm also recently declared a quarterly dividend, which was paid on Tuesday, March 10th. Shareholders of record on Tuesday, February 24th were issued a dividend of $1.30 per share. This represents a $5.20 dividend on an annualized basis and a dividend yield of 2.1%. The ex-dividend date was Tuesday, February 24th. Johnson & Johnson’s dividend payout ratio is presently 47.06%.

Analyst Upgrades and Downgrades

JNJ has been the topic of several research reports. The Goldman Sachs Group restated a “buy” rating and set a $250.00 price target on shares of Johnson & Johnson in a report on Thursday, January 22nd. Citigroup raised their price objective on shares of Johnson & Johnson from $250.00 to $274.00 and gave the company a “buy” rating in a report on Wednesday, March 11th. Freedom Capital lowered shares of Johnson & Johnson from a “strong-buy” rating to a “hold” rating in a report on Friday, January 16th. Argus upped their price target on shares of Johnson & Johnson from $210.00 to $240.00 in a research report on Friday, January 23rd. Finally, Barclays raised their price target on shares of Johnson & Johnson from $217.00 to $234.00 and gave the company an “equal weight” rating in a research note on Thursday, March 19th. 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’s stock. According to MarketBeat.com, the stock presently has an average rating of “Moderate Buy” and an average price target of $236.91.

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.