Johnson & Johnson $JNJ Shares Sold by Longfellow Investment Management Co. LLC

Longfellow Investment Management Co. LLC trimmed its holdings in shares of Johnson & Johnson (NYSE:JNJ) by 34.7% during the third quarter, according to its most recent Form 13F filing with the SEC. The firm owned 6,289 shares of the company’s stock after selling 3,346 shares during the period. Longfellow Investment Management Co. LLC’s holdings in Johnson & Johnson were worth $1,166,000 as of its most recent SEC filing.

Other hedge funds and other institutional investors have also modified their holdings of the company. Bouchey Financial Group Ltd grew its position in shares of Johnson & Johnson by 0.8% during the 3rd quarter. Bouchey Financial Group Ltd now owns 7,249 shares of the company’s stock valued at $1,344,000 after buying an additional 54 shares during the last quarter. Consolidated Portfolio Review Corp lifted its holdings in Johnson & Johnson by 8.8% in the third quarter. Consolidated Portfolio Review Corp now owns 18,979 shares of the company’s stock worth $3,515,000 after acquiring an additional 1,535 shares during the last quarter. Smith Moore & CO. boosted its stake in Johnson & Johnson by 1.0% in the third quarter. Smith Moore & CO. now owns 24,081 shares of the company’s stock valued at $4,465,000 after acquiring an additional 250 shares during the period. Islay Capital Management LLC grew its holdings in shares of Johnson & Johnson by 12.4% during the third quarter. Islay Capital Management LLC now owns 9,663 shares of the company’s stock valued at $1,792,000 after purchasing an additional 1,065 shares during the last quarter. Finally, Crossmark Global Holdings Inc. raised its position in shares of Johnson & Johnson by 0.3% during the 3rd quarter. Crossmark Global Holdings Inc. now owns 41,914 shares of the company’s stock worth $7,772,000 after purchasing an additional 126 shares during the period. 69.55% of the stock is owned by institutional investors and hedge funds.

Johnson & Johnson Price Performance

Shares of NYSE JNJ opened at $239.65 on Friday. The stock has a market cap of $577.53 billion, a P/E ratio of 21.69, a P/E/G ratio of 2.42 and a beta of 0.34. The firm’s 50-day simple moving average is $227.70 and its 200 day simple moving average is $203.56. Johnson & Johnson has a fifty-two week low of $141.50 and a fifty-two week high of $251.71. The company has a quick ratio of 0.77, a current ratio of 1.03 and a debt-to-equity ratio of 0.48.

Johnson & Johnson (NYSE:JNJ) last released its earnings results on Saturday, January 31st. The company reported $2.46 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 for the quarter. Equities 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. This represents a $5.20 dividend on an annualized basis and a yield of 2.2%. The ex-dividend date is Tuesday, February 24th. Johnson & Johnson’s dividend payout ratio is 47.06%.

Trending Headlines about Johnson & Johnson

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

• Positive Sentiment: FDA approval for TECVAYLI® (teclistamab) in combination with DARZALEX FASPRO® for relapsed/refractory multiple myeloma expands J&J’s label into earlier lines of therapy, with Phase 3 data showing significant progression‑free and overall survival benefits — a potential new standard of care and meaningful long‑term revenue upside for the oncology portfolio. PR Newswire: TECVAYLI + DARZALEX approval Reuters: FDA approves JNJ blood cancer drug
• Neutral Sentiment: JPMorgan raised its price target to $250 but kept a “neutral” rating — the higher target signals upside potential acknowledged by analysts, yet the maintained rating tempers immediate buy-side enthusiasm. Benzinga / TickerReport: JPMorgan price target
• Neutral Sentiment: J&J launched a direct‑to‑consumer website to sell certain drugs to uninsured or out‑of‑pocket U.S. patients — a strategic move to improve access and potentially capture incremental retail revenue, though initial impact on top line is uncertain. Reuters: direct-to-consumer site
• Neutral Sentiment: Pipeline progress: J&J is advancing nipocalimab (Fast Track for SLE) with Phase 3 underway — positive R&D momentum that supports future growth, offset by competing legal/claim disputes noted in coverage. Yahoo Finance: nipocalimab progress & legal challenge
• Negative Sentiment: Two J&J units agreed to pay $65 million to settle a Tracleer antitrust class action alleging overcharges — a direct legal expense and reminder of ongoing litigation risks, though the amount is modest versus J&J’s market cap. Reuters: $65M Tracleer settlement
• Negative Sentiment: Market reaction: coverage notes J&J shares declined more than the broader market during the session, reflecting that investors are weighing legal/settlement headlines and profit‑taking despite the positive FDA news. Zacks: JNJ declines more than market

Insiders Place Their Bets

In other news, EVP Vanessa Broadhurst sold 6,197 shares of Johnson & Johnson 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 trade represents a 21.22% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through this link. 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 completion of the sale, the executive vice president directly owned 26,769 shares in the company, valued at $6,540,469.77. This represents a 45.80% decrease in their position. The disclosure for this sale is available in the SEC filing. Over the last ninety days, insiders have sold 30,142 shares of company stock valued at $7,360,528. 0.16% of the stock is currently owned by corporate insiders.

Analysts Set New Price Targets

JNJ has been the subject of a number of analyst reports. Morgan Stanley set a $262.00 price objective on Johnson & Johnson and gave the company an “overweight” rating in a research report on Wednesday, January 28th. Scotiabank reiterated an “outperform” rating on shares of Johnson & Johnson in a research note on Thursday, January 22nd. Wall Street Zen lowered shares of Johnson & Johnson from a “buy” rating to a “hold” rating in a research report on Saturday, February 14th. Citigroup increased their price objective on shares of Johnson & Johnson from $232.00 to $250.00 and gave the stock a “buy” rating in a report on Thursday, January 22nd. Finally, Freedom Capital lowered shares of Johnson & Johnson from a “strong-buy” rating to a “hold” rating in a research note on Friday, January 16th. One equities research analyst has rated the stock with a Strong Buy rating, seventeen have issued a Buy rating and nine have issued a Hold rating to the stock. Based on data from MarketBeat.com, the stock currently has an average rating of “Moderate Buy” and an average price target of $234.87.

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.