Prudential PLC Has $77.25 Million Holdings in Johnson & Johnson $JNJ

Prudential PLC lifted its holdings in shares of Johnson & Johnson (NYSE:JNJ) by 3.4% during the 3rd quarter, according to its most recent disclosure with the Securities and Exchange Commission. The firm owned 416,610 shares of the company’s stock after purchasing an additional 13,667 shares during the quarter. Johnson & Johnson accounts for 0.6% of Prudential PLC’s holdings, making the stock its 25th largest position. Prudential PLC’s holdings in Johnson & Johnson were worth $77,248,000 as of its most recent SEC filing.

Several other institutional investors have also made changes to their positions in JNJ. M Holdings Securities Inc. acquired a new stake in Johnson & Johnson during the third quarter worth approximately $2,957,000. Mcintyre Freedman & Flynn Investment Advisers Inc. raised its holdings in Johnson & Johnson by 7.4% in the 3rd quarter. Mcintyre Freedman & Flynn Investment Advisers Inc. now owns 13,026 shares of the company’s stock valued at $2,415,000 after acquiring an additional 896 shares in the last quarter. Maia Wealth LLC raised its holdings in Johnson & Johnson by 7.4% in the 3rd quarter. Maia Wealth LLC now owns 12,322 shares of the company’s stock valued at $2,322,000 after acquiring an additional 845 shares in the last quarter. Main Street Research LLC lifted its position in shares of Johnson & Johnson by 0.8% during the 3rd quarter. Main Street Research LLC now owns 11,385 shares of the company’s stock valued at $2,111,000 after acquiring an additional 85 shares during the period. Finally, Nicolet Advisory Services LLC grew its holdings in shares of Johnson & Johnson by 1.0% during the 3rd quarter. Nicolet Advisory Services LLC now owns 14,847 shares of the company’s stock worth $2,804,000 after purchasing an additional 143 shares in the last quarter. 69.55% of the stock is currently owned by institutional investors.

Analysts Set New Price Targets

A number of research firms recently commented on JNJ. Guggenheim boosted their price target on Johnson & Johnson from $227.00 to $240.00 and gave the company a “buy” rating in a research note on Friday, January 23rd. Weiss Ratings reiterated a “buy (b)” rating on shares of Johnson & Johnson in a research note on Wednesday, January 28th. Rothschild & Co Redburn raised their target price on shares of Johnson & Johnson from $180.00 to $210.00 and gave the company a “neutral” rating in a report on Thursday, February 19th. Wolfe Research upped their price target on shares of Johnson & Johnson from $225.00 to $240.00 and gave the stock an “outperform” rating in a report on Monday, January 5th. Finally, Morgan Stanley set a $262.00 price target on shares of Johnson & Johnson and gave the stock an “overweight” rating in a research report on Wednesday, January 28th. One analyst has rated the stock with a Strong Buy rating, seventeen have issued a Buy rating and nine have assigned a Hold rating to the stock. According to data from MarketBeat, the company has a consensus rating of “Moderate Buy” and a consensus target price of $235.91.

Johnson & Johnson Stock Performance

Johnson & Johnson stock opened at $241.71 on Friday. The company has a quick ratio of 0.77, a current ratio of 1.03 and a debt-to-equity ratio of 0.48. The stock has a market cap of $582.50 billion, a PE ratio of 21.87, a P/E/G ratio of 2.39 and a beta of 0.34. Johnson & Johnson has a 12-month low of $141.50 and a 12-month high of $251.71. The business’s 50-day moving average price is $231.91 and its two-hundred day moving average price is $206.23.

Johnson & Johnson (NYSE:JNJ) last posted 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 during the quarter. As a group, analysts expect that Johnson & Johnson will post 10.58 earnings per share for the current fiscal year.

Johnson & Johnson Dividend Announcement

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

Key Stories Impacting Johnson & Johnson

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

Insider Buying and Selling

In other news, 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 value of $1,508,287.83. Following the completion of 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 position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through this hyperlink. Also, EVP Timothy Schmid sold 1,322 shares of the firm’s 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 sale, the executive vice president directly owned 25,447 shares in the company, valued at approximately $6,251,310.02. This trade represents a 4.94% decrease in their position. The SEC filing for this sale provides additional information. Insiders sold 30,142 shares of company stock worth $7,360,528 in the last 90 days. Company 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.