Johnson & Johnson $JNJ Shares Purchased by Vestmark Advisory Solutions Inc.

Vestmark Advisory Solutions Inc. grew its holdings in Johnson & Johnson (NYSE:JNJ) by 47.4% in the third quarter, Holdings Channel.com reports. The institutional investor owned 74,699 shares of the company’s stock after acquiring an additional 24,027 shares during the quarter. Vestmark Advisory Solutions Inc.’s holdings in Johnson & Johnson were worth $13,851,000 as of its most recent filing with the SEC.

Several other institutional investors have also recently added to or reduced their stakes in the stock. Westerkirk Capital Inc. raised its stake in Johnson & Johnson by 28.5% during the 3rd quarter. Westerkirk Capital Inc. now owns 35,059 shares of the company’s stock valued at $6,501,000 after acquiring an additional 7,775 shares during the last quarter. Bleakley Financial Group LLC increased its holdings in shares of Johnson & Johnson by 20.0% in the third quarter. Bleakley Financial Group LLC now owns 134,877 shares of the company’s stock valued at $25,009,000 after purchasing an additional 22,514 shares during the period. Adapt Wealth Advisors LLC lifted its holdings in shares of Johnson & Johnson by 0.4% during the third quarter. Adapt Wealth Advisors LLC now owns 16,581 shares of the company’s stock worth $3,074,000 after purchasing an additional 73 shares during the period. Alliance Wealth Advisors LLC UT grew its position in Johnson & Johnson by 2.8% in the 3rd quarter. Alliance Wealth Advisors LLC UT now owns 10,783 shares of the company’s stock valued at $1,999,000 after buying an additional 294 shares during the last quarter. Finally, AMJ Financial Wealth Management increased its stake in Johnson & Johnson by 642.1% in the 3rd quarter. AMJ Financial Wealth Management now owns 6,352 shares of the company’s stock valued at $121,000 after buying an additional 5,496 shares during the period. Institutional investors and hedge funds own 69.55% of the company’s stock.

Key Stories Impacting Johnson & Johnson

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

• Positive Sentiment: Clinical and regulatory wins for oncology: J&J reported strong Phase 1b/2 data for subcutaneous amivantamab (RYBREVANT FASPRO) in head & neck cancer and has received FDA Breakthrough Therapy attention and a separate monthly‑dosing approval that can improve patient convenience and commercial uptake. These outcomes support the pharma growth story and were cited as a reason for recent buying interest. RYBREVANT clinical results
• Positive Sentiment: Potential strategic catalyst: reports say J&J is preparing a possible ~$20B sale of its orthopedics unit — a deal could unlock value, boost cash for buybacks/dividends or speed a planned separation, which traders view as a material upside catalyst if executed. Reuters on orthopedics sale
• Positive Sentiment: Capital investment and dividend support: J&J announced a $1B investment in a Pennsylvania cell‑therapy facility and recently raised its quarterly dividend to $1.30 — both reinforce the company’s long‑term growth capacity and income appeal for dividend investors. Fox Business on $1B investment
• Neutral Sentiment: Options and sentiment flow: unusually high call buying (41,649 calls, ~45% above typical daily call volume) and amplified options chatter are increasing intraday volatility and can intensify moves without changing fundamentals — watch open interest and directional concentration. Benzinga on options trends
• Neutral Sentiment: Positive post‑earnings momentum: coverage (Zacks/TipRanks/others) notes JNJ is up since earnings as investors re‑rate pharma catalysts and dividends — helpful for sentiment but incremental vs. material corporate events. Zacks on post‑earnings move
• Negative Sentiment: Analyst caveat: Rothschild & Co Redburn raised its price target to $210 but kept a “neutral” rating — the PT sits below the current share price, signaling downside risk and giving traders a reason to trim positions. MarketScreener on Rothschild PT
• Negative Sentiment: Insider selling: recent sales by senior executives (disclosed Form 4s) are prompting some investor concern about near‑term profit‑taking and are adding selling pressure. SEC filing on insider sell
• Negative Sentiment: Legal overhang: ongoing talc litigation and verdict coverage continue to create valuation uncertainty and cap multiple expansion despite operational positives. Yahoo Finance on talc risk

Johnson & Johnson Price Performance

Shares of NYSE:JNJ opened at $242.27 on Friday. The firm has a market capitalization of $583.86 billion, a price-to-earnings ratio of 21.93, a price-to-earnings-growth ratio of 2.35 and a beta of 0.35. The company has a debt-to-equity ratio of 0.48, a current ratio of 1.03 and a quick ratio of 0.77. The business’s 50 day simple moving average is $221.06 and its 200-day simple moving average is $199.24. Johnson & Johnson has a 12 month low of $141.50 and a 12 month high of $246.96.

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

Johnson & Johnson Dividend Announcement

The firm 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 dividend of $1.30 per share. The ex-dividend date is Tuesday, February 24th. This represents a $5.20 dividend on an annualized basis and a yield of 2.1%. Johnson & Johnson’s payout ratio is presently 47.06%.

Wall Street Analysts Forecast Growth

JNJ has been the subject of several recent analyst reports. Morgan Stanley set a $262.00 target price on shares of Johnson & Johnson and gave the stock an “overweight” rating in a research note on Wednesday, January 28th. Barclays raised their price objective on shares of Johnson & Johnson from $197.00 to $217.00 and gave the company an “equal weight” rating in a research report on Tuesday, December 30th. Wolfe Research boosted their target price on Johnson & Johnson from $225.00 to $240.00 and gave the stock an “outperform” rating in a research report on Monday, January 5th. Weiss Ratings reissued a “buy (b)” rating on shares of Johnson & Johnson in a research note on Wednesday, January 28th. Finally, Argus upped their price objective on Johnson & Johnson from $210.00 to $240.00 in a report on Friday, January 23rd. One equities research analyst has rated the stock with a Strong Buy rating, seventeen have given a Buy rating and nine have given a Hold rating to the company. According to data from MarketBeat.com, Johnson & Johnson has a consensus rating of “Moderate Buy” and a consensus target price of $232.70.

Insider Activity

In other Johnson & Johnson news, EVP Vanessa Broadhurst sold 6,197 shares of the firm’s 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 completion of the transaction, 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 ownership of the stock. The transaction was disclosed in a filing with the SEC, which is accessible through this link. Also, EVP Timothy Schmid sold 22,623 shares of the company’s stock in a transaction on Wednesday, February 18th. The shares were 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 owned 26,769 shares in the company, valued at $6,540,469.77. This represents a 45.80% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. 0.16% of the stock is owned by corporate insiders.

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.