Johnson & Johnson $JNJ Shares Sold by Hamlin Capital Management LLC

Hamlin Capital Management LLC cut its holdings in Johnson & Johnson (NYSE:JNJ) by 0.6% during the 3rd quarter, Holdings Channel.com reports. The fund owned 865,870 shares of the company’s stock after selling 5,060 shares during the quarter. Johnson & Johnson accounts for about 3.7% of Hamlin Capital Management LLC’s portfolio, making the stock its 17th biggest position. Hamlin Capital Management LLC’s holdings in Johnson & Johnson were worth $160,550,000 as of its most recent SEC filing.

Several other large investors also recently made changes to their positions in the business. Norges Bank bought a new stake in shares of Johnson & Johnson in the 2nd quarter worth approximately $4,877,174,000. Laurel Wealth Advisors LLC boosted its holdings in Johnson & Johnson by 15,040.6% during the second quarter. Laurel Wealth Advisors LLC now owns 7,420,699 shares of the company’s stock worth $1,133,512,000 after buying an additional 7,371,687 shares in the last quarter. Capital International Investors grew its position in Johnson & Johnson by 545.6% in the third quarter. Capital International Investors now owns 3,865,050 shares of the company’s stock worth $716,657,000 after buying an additional 3,266,354 shares during the last quarter. Vanguard Group Inc. increased its holdings in shares of Johnson & Johnson by 1.3% in the second quarter. Vanguard Group Inc. now owns 237,047,859 shares of the company’s stock valued at $36,209,060,000 after buying an additional 3,085,180 shares in the last quarter. Finally, Amundi lifted its position 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 during the last quarter. 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

Johnson & Johnson Price Performance

JNJ opened at $241.71 on Monday. The firm has a market capitalization of $582.19 billion, a P/E ratio of 21.87, a PEG ratio of 2.38 and a beta of 0.34. The stock has a fifty day moving average of $231.91 and a 200-day moving average of $206.65. 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 has a 12-month low of $141.50 and a 12-month high of $251.71.

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

Johnson & Johnson Dividend Announcement

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

Insider Transactions at Johnson & Johnson

In related news, EVP Vanessa Broadhurst sold 6,197 shares of the firm’s stock in a transaction that occurred on Tuesday, February 17th. The shares were sold at an average price of $243.39, for a total transaction of $1,508,287.83. Following the completion of the sale, 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 ownership of the stock. The transaction was disclosed in a document filed with the SEC, which can be accessed through the SEC website. Also, EVP Timothy Schmid sold 22,623 shares of the company’s stock in a transaction that occurred on Wednesday, February 18th. The shares were sold at an average price of $244.33, for a total transaction of $5,527,477.59. Following the completion of the transaction, the executive vice president owned 26,769 shares in the company, valued at approximately $6,540,469.77. This represents a 45.80% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders sold a total of 30,142 shares of company stock worth $7,360,528 in the last quarter. 0.16% of the stock is owned by corporate insiders.

Wall Street Analysts Forecast Growth

Several equities research analysts have recently weighed in on the company. Daiwa Securities Group raised their price objective on Johnson & Johnson from $203.00 to $237.00 and gave the stock an “outperform” rating in a research note on Thursday, January 29th. Freedom Capital downgraded Johnson & Johnson from a “strong-buy” rating to a “hold” rating in a report on Friday, January 16th. Leerink Partners increased their price target on Johnson & Johnson from $201.00 to $232.00 and gave the company a “market perform” rating in a research report on Thursday, January 22nd. Bank of America reissued a “neutral” rating on shares of Johnson & Johnson in a research note on Monday, March 2nd. Finally, Stifel Nicolaus upped their price objective on shares of Johnson & Johnson from $205.00 to $220.00 and gave the company a “hold” rating in a research note on Thursday, January 22nd. One investment 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 company. Based on data from MarketBeat, Johnson & Johnson has an average rating of “Moderate Buy” and a consensus target price of $235.91.

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.