Northstar Advisory Group LLC Has $6.22 Million Holdings in Johnson & Johnson $JNJ

Northstar Advisory Group LLC trimmed its position in shares of Johnson & Johnson (NYSE:JNJ) by 9.6% during the fourth quarter, according to its most recent disclosure with the Securities & Exchange Commission. The firm owned 30,074 shares of the company’s stock after selling 3,186 shares during the quarter. Johnson & Johnson accounts for 2.2% of Northstar Advisory Group LLC’s investment portfolio, making the stock its 11th largest holding. Northstar Advisory Group LLC’s holdings in Johnson & Johnson were worth $6,224,000 at the end of the most recent quarter.

Other large investors also recently modified their holdings of the company. Wellington Management Group LLP raised its holdings in Johnson & Johnson by 3.8% during the third quarter. Wellington Management Group LLP now owns 25,832,777 shares of the company’s stock worth $4,789,914,000 after buying an additional 956,239 shares during the last quarter. Bank of New York Mellon Corp grew its holdings in shares of Johnson & Johnson by 3.5% during the third quarter. Bank of New York Mellon Corp now owns 24,637,649 shares of the company’s stock valued at $4,568,313,000 after buying an additional 835,146 shares during the last quarter. Legal & General Group Plc grew its holdings in shares of Johnson & Johnson by 2.8% during the third quarter. Legal & General Group Plc now owns 19,450,064 shares of the company’s stock valued at $3,606,431,000 after buying an additional 532,790 shares during the last quarter. Amundi increased its position in shares of Johnson & Johnson by 19.3% during the third quarter. Amundi now owns 13,354,936 shares of the company’s stock worth $2,512,719,000 after acquiring an additional 2,163,838 shares in the last quarter. Finally, Raymond James Financial Inc. raised its holdings in shares of Johnson & Johnson by 7.3% in the 3rd quarter. Raymond James Financial Inc. now owns 10,137,651 shares of the company’s stock worth $1,879,718,000 after acquiring an additional 690,887 shares during the last quarter. 69.55% of the stock is currently owned by institutional investors.

Johnson & Johnson Trading Down 0.1%

Shares of JNJ stock opened at $244.20 on Thursday. The company has a debt-to-equity ratio of 0.48, a quick ratio of 0.77 and a current ratio of 1.03. The company has a market capitalization of $588.19 billion, a price-to-earnings ratio of 22.10, a PEG ratio of 2.42 and a beta of 0.34. Johnson & Johnson has a 52-week low of $141.50 and a 52-week high of $251.71. The company has a 50-day simple moving average of $238.92 and a two-hundred day simple moving average of $212.08.

Johnson & Johnson (NYSE:JNJ) last announced its earnings results on Saturday, January 31st. The company reported $2.46 earnings per share for the quarter. The firm 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%. Research analysts anticipate that Johnson & Johnson will post 10.58 EPS for the current fiscal year.

Johnson & Johnson Dividend Announcement

The firm also recently declared a quarterly dividend, which was paid on Tuesday, March 10th. Investors of record on Tuesday, February 24th were issued a dividend of $1.30 per share. This represents a $5.20 dividend on an annualized basis and a yield of 2.1%. The ex-dividend date was Tuesday, February 24th. Johnson & Johnson’s dividend payout ratio (DPR) is 47.06%.

Wall Street Analyst Weigh In

Several equities analysts recently weighed in on the stock. Freedom Capital cut shares of Johnson & Johnson from a “strong-buy” rating to a “hold” rating in a research report on Friday, January 16th. Guggenheim increased their price objective on Johnson & Johnson from $227.00 to $240.00 and gave the stock a “buy” rating in a research note on Friday, January 23rd. Stifel Nicolaus raised their target price on Johnson & Johnson from $205.00 to $220.00 and gave the company a “hold” rating in a report on Thursday, January 22nd. Daiwa Securities Group upped their price target on Johnson & Johnson from $203.00 to $237.00 and gave the stock an “outperform” rating in a report on Thursday, January 29th. Finally, Wells Fargo & Company increased their price target on Johnson & Johnson from $230.00 to $240.00 and gave the company an “overweight” rating in a research report on Thursday, January 22nd. One equities 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 company’s stock. According to data from MarketBeat, Johnson & Johnson presently has a consensus rating of “Moderate Buy” and a consensus price target of $236.91.

Insider Buying and Selling at Johnson & Johnson

In other news, EVP Timothy Schmid sold 22,623 shares of Johnson & Johnson stock in a transaction on 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 sale, the executive vice president directly owned 26,769 shares in the company, valued at $6,540,469.77. The trade was a 45.80% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is available at this hyperlink. Also, EVP Vanessa Broadhurst sold 6,197 shares of the stock in a transaction dated 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 transaction, 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 sold 30,142 shares of company stock worth $7,360,528. Insiders own 0.16% of the company’s stock.

More Johnson & Johnson News

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

• Positive Sentiment: FDA approval / commercial launch catalyst — J&J’s new oral psoriasis drug ICOTYDE (icotrokinra) has FDA approval and encouraging 52‑week data, offering a near‑term product growth story that could boost immunology sales and investor sentiment. Will ICOTYDE’s First‑in‑Class Oral Psoriasis Launch Redefine Johnson & Johnson’s (JNJ) Immunology Narrative?
• Positive Sentiment: Analyst support — Royal Bank of Canada reiterated an “Outperform” rating, providing third‑party validation that can support institutional demand. Royal Bank Of Canada Reaffirms “Outperform” Rating for Johnson & Johnson (NYSE:JNJ)
• Positive Sentiment: Earnings momentum — Multiple writeups note J&J’s strong earnings‑surprise history and argue the company has the ingredients to beat again, a tailwind for the stock into the next report. Will Johnson & Johnson (JNJ) Beat Estimates Again in Its Next Earnings Report?
• Neutral Sentiment: Pipeline and valuation debate — Analysts and commentators are re‑examining J&J’s pipeline and dividend pedigree (Seeking Alpha, 247WallSt pieces). These arguments support a buy‑and‑hold case but leave room for differing valuations after the recent rally. Johnson & Johnson: Is The Stock Still Undervalued After The Rally? A Quantitative Approach
• Neutral Sentiment: Investor interest / trending coverage — Zacks and other outlets note higher retail/investor attention and discuss J&J as a trending defensive/dividend name amid market volatility; this increases liquidity but not necessarily directional conviction. Johnson & Johnson (JNJ) Is a Trending Stock: Facts to Know Before Betting on It
• Negative Sentiment: Bridgewater trimming — Billionaire Ray Dalio’s Bridgewater reduced its J&J stake, which can signal cautious positioning by large funds and pressure headline sentiment despite the holding being long‑term. Johnson & Johnson (JNJ): Billionaire Ray Dalio Trims Position
• Negative Sentiment: Legal/media overhang — Continued media discussion (including Jim Cramer coverage) about prior lawsuits and the stock’s “free fall / rise” dynamic keeps a legal risk premium in place for some investors. Jim Cramer Highlights Johnson & Johnson Stock’s “Free Fall” and Rise Despite Lawsuits

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.