Vinva Investment Management Ltd Acquires 45,352 Shares of Johnson & Johnson $JNJ

Vinva Investment Management Ltd grew its holdings in shares of Johnson & Johnson (NYSE:JNJ) by 33.4% during the 3rd quarter, according to its most recent Form 13F filing with the SEC. The firm owned 180,971 shares of the company’s stock after buying an additional 45,352 shares during the period. Johnson & Johnson accounts for 0.7% of Vinva Investment Management Ltd’s portfolio, making the stock its 25th biggest position. Vinva Investment Management Ltd’s holdings in Johnson & Johnson were worth $32,868,000 as of its most recent SEC filing.

A number of other hedge funds and other institutional investors also recently made changes to their positions in JNJ. AustralianSuper Pty Ltd boosted its stake in shares of Johnson & Johnson by 632.0% during the 3rd quarter. AustralianSuper Pty Ltd now owns 89,183 shares of the company’s stock valued at $16,536,000 after purchasing an additional 77,000 shares in the last quarter. J.W. Cole Advisors Inc. raised its stake in Johnson & Johnson by 2.2% in the third quarter. J.W. Cole Advisors Inc. now owns 130,934 shares of the company’s stock worth $24,278,000 after buying an additional 2,769 shares in the last quarter. Guinness Asset Management LTD lifted its holdings in Johnson & Johnson by 0.4% in the third quarter. Guinness Asset Management LTD now owns 1,383,195 shares of the company’s stock worth $251,216,000 after buying an additional 5,994 shares during the period. Treasurer of the State of North Carolina lifted its holdings in Johnson & Johnson by 8.3% in the second quarter. Treasurer of the State of North Carolina now owns 1,234,945 shares of the company’s stock worth $188,638,000 after buying an additional 94,957 shares during the period. Finally, National Pension Service boosted its position in Johnson & Johnson by 3.2% during the 3rd quarter. National Pension Service now owns 4,926,569 shares of the company’s stock valued at $913,484,000 after acquiring an additional 151,707 shares in the last quarter. Institutional investors own 69.55% of the company’s stock.

Insider Buying and Selling

In other Johnson & Johnson 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 value of $1,508,287.83. Following the completion of the sale, the executive vice president owned 23,003 shares of the company’s stock, valued at approximately $5,598,700.17. This trade represents a 21.22% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is accessible 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 transaction, the executive vice president owned 26,769 shares of the company’s stock, valued at $6,540,469.77. This represents a 45.80% decrease in their position. The SEC filing for this sale provides additional information. Over the last 90 days, insiders sold 30,142 shares of company stock valued at $7,360,528. 0.16% of the stock is owned by company insiders.

Key Johnson & Johnson News

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

Johnson & Johnson Stock Performance

Shares of Johnson & Johnson stock opened at $240.57 on Friday. Johnson & Johnson has a 1 year low of $141.50 and a 1 year high of $251.71. The firm’s 50-day moving average is $228.36 and its 200 day moving average is $204.19. The stock has a market cap of $579.75 billion, a price-to-earnings ratio of 21.77, a PEG ratio of 2.37 and a beta of 0.34. The company has a debt-to-equity ratio of 0.48, a current ratio of 1.03 and a quick ratio of 0.77.

Johnson & Johnson (NYSE:JNJ) last released its quarterly earnings data on Saturday, January 31st. The company reported $2.46 earnings per share for the quarter. The business had revenue of $24.28 billion during the quarter. Johnson & Johnson had a net margin of 28.46% and a return on equity of 33.04%. Sell-side analysts anticipate that Johnson & Johnson will post 10.58 EPS for the current fiscal year.

Johnson & Johnson Announces Dividend

The company also recently disclosed a quarterly dividend, which will be paid on Tuesday, March 10th. Investors of record on Tuesday, February 24th will be issued 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 payout ratio is presently 47.06%.

Analyst Ratings Changes

Several research analysts have recently issued reports on JNJ shares. Leerink Partners increased their target price on Johnson & Johnson from $201.00 to $232.00 and gave the stock a “market perform” rating in a research report on Thursday, January 22nd. The Goldman Sachs Group reaffirmed a “buy” rating and issued a $250.00 price target on shares of Johnson & Johnson in a research note on Thursday, January 22nd. Scotiabank reiterated an “outperform” rating on shares of Johnson & Johnson in a report on Thursday, January 22nd. TD Cowen raised their price objective on Johnson & Johnson from $222.00 to $250.00 and gave the company a “buy” rating in a research report on Thursday, January 22nd. Finally, Wells Fargo & Company upped their target price on shares of Johnson & Johnson from $230.00 to $240.00 and gave the stock an “overweight” rating in a research report on Thursday, January 22nd. One 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, the stock presently has a consensus 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.