Johnson & Johnson $JNJ Stock Holdings Lifted by KKM Financial LLC

KKM Financial LLC increased its stake in Johnson & Johnson (NYSE:JNJ) by 23.5% during the third quarter, according to its most recent filing with the Securities & Exchange Commission. The fund owned 30,544 shares of the company’s stock after acquiring an additional 5,808 shares during the quarter. Johnson & Johnson makes up 1.8% of KKM Financial LLC’s holdings, making the stock its 12th largest holding. KKM Financial LLC’s holdings in Johnson & Johnson were worth $5,663,000 as of its most recent filing with the Securities & Exchange Commission.

Several other hedge funds have also modified their holdings of the stock. Abich Financial Wealth Management LLC purchased a new stake in Johnson & Johnson during the third quarter valued at about $26,000. Evolution Wealth Management Inc. purchased a new position in Johnson & Johnson during the 2nd quarter worth approximately $27,000. Clayton Financial Group LLC acquired a new stake in Johnson & Johnson during the 3rd quarter valued at $28,000. Semmax Financial Advisors Inc. lifted its holdings in shares of Johnson & Johnson by 55.0% in the second quarter. Semmax Financial Advisors Inc. now owns 203 shares of the company’s stock valued at $31,000 after purchasing an additional 72 shares in the last quarter. Finally, Compass Financial Services Inc boosted its position in shares of Johnson & Johnson by 707.1% in the third quarter. Compass Financial Services Inc now owns 226 shares of the company’s stock worth $42,000 after buying an additional 198 shares during the period. 69.55% of the stock is owned by hedge funds and other institutional investors.

Insiders Place Their Bets

In related news, EVP Timothy Schmid sold 22,623 shares of the business’s stock in a transaction dated Wednesday, February 18th. The stock was 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 of the company’s stock, valued at approximately $6,540,469.77. The trade was a 45.80% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this hyperlink. Also, EVP Vanessa Broadhurst sold 6,197 shares of the stock in a transaction that occurred on Tuesday, February 17th. The shares were sold at an average price of $243.39, for a total value of $1,508,287.83. Following the sale, the executive vice president owned 23,003 shares of the company’s stock, valued at approximately $5,598,700.17. The trade was a 21.22% decrease in their position. The SEC filing for this sale provides additional information. In the last three months, insiders have sold 30,142 shares of company stock valued at $7,360,528. Company insiders own 0.16% of the company’s stock.

Trending Headlines about 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

Analyst Ratings Changes

Several equities analysts have weighed in on the company. HSBC lifted their target price on Johnson & Johnson from $240.00 to $265.00 and gave the company a “buy” rating in a research note on Friday, January 30th. Morgan Stanley set a $262.00 price objective on shares of Johnson & Johnson and gave the company an “overweight” rating in a research report on Wednesday, January 28th. Argus increased their target price on shares of Johnson & Johnson from $210.00 to $240.00 in a research report on Friday, January 23rd. Daiwa Securities Group boosted their price target on shares of Johnson & Johnson from $203.00 to $237.00 and gave the company an “outperform” rating in a report on Thursday, January 29th. Finally, UBS Group reiterated a “buy” rating on shares of Johnson & Johnson in a report on Monday, January 5th. One research analyst has rated the stock with a Strong Buy rating, seventeen have assigned a Buy rating and nine have given a Hold rating to the stock. According to data from MarketBeat.com, Johnson & Johnson has a consensus rating of “Moderate Buy” and an average target price of $235.91.

Johnson & Johnson Stock Performance

JNJ opened at $241.71 on Monday. The stock has a 50-day moving average of $231.91 and a 200-day moving average of $206.65. The company has a debt-to-equity ratio of 0.48, a quick ratio of 0.77 and a current ratio of 1.03. Johnson & Johnson has a 52-week low of $141.50 and a 52-week high of $251.71. The company has a market cap of $582.19 billion, a PE ratio of 21.87, a price-to-earnings-growth ratio of 2.38 and a beta of 0.34.

Johnson & Johnson (NYSE:JNJ) last announced its earnings results 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 firm had revenue of $24.28 billion during the quarter. As a group, equities research analysts forecast that Johnson & Johnson will post 10.58 earnings per share for the current fiscal year.

Johnson & Johnson Dividend Announcement

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

Johnson & Johnson 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.