Johnson & Johnson $JNJ Shares Sold by Rathbones Group PLC

Rathbones Group PLC cut its stake in Johnson & Johnson (NYSE:JNJ) by 4.9% during the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 762,771 shares of the company’s stock after selling 39,108 shares during the period. Rathbones Group PLC’s holdings in Johnson & Johnson were worth $157,855,000 at the end of the most recent reporting period.

Several other institutional investors have also recently added to or reduced their stakes in the stock. Lockerman Financial Group Inc. raised its holdings in Johnson & Johnson by 7.3% in the fourth quarter. Lockerman Financial Group Inc. now owns 1,195 shares of the company’s stock valued at $247,000 after acquiring an additional 81 shares in the last quarter. Capital Management Associates Inc raised its holdings in Johnson & Johnson by 20.3% in the fourth quarter. Capital Management Associates Inc now owns 11,306 shares of the company’s stock valued at $2,340,000 after acquiring an additional 1,908 shares in the last quarter. Buffalo Business & Estate Services Ltd. acquired a new stake in Johnson & Johnson in the fourth quarter valued at $5,266,000. Sunburst Financial Group LLC raised its holdings in Johnson & Johnson by 6.3% in the fourth quarter. Sunburst Financial Group LLC now owns 4,641 shares of the company’s stock valued at $960,000 after acquiring an additional 276 shares in the last quarter. Finally, Leo Wealth LLC raised its stake in Johnson & Johnson by 3.4% during the fourth quarter. Leo Wealth LLC now owns 170,004 shares of the company’s stock valued at $35,182,000 after buying an additional 5,585 shares in the last quarter. 69.55% of the stock is owned by institutional investors and hedge funds.

Johnson & Johnson Stock Down 0.1%

Shares of Johnson & Johnson stock opened at $241.13 on Friday. The company has a current ratio of 1.03, a quick ratio of 0.77 and a debt-to-equity ratio of 0.48. The business’s 50 day simple moving average is $241.07 and its 200-day simple moving average is $214.54. The stock has a market capitalization of $580.78 billion, a price-to-earnings ratio of 21.82, a PEG ratio of 2.39 and a beta of 0.34. Johnson & Johnson has a twelve month low of $145.13 and a twelve month high of $251.71.

Johnson & Johnson (NYSE:JNJ) last announced 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 research analysts forecast that Johnson & Johnson will post 10.58 earnings per share for the current year.

Insider Buying and Selling

In related news, EVP Timothy Schmid sold 1,322 shares of the stock in a transaction dated 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 owned 25,447 shares of the company’s stock, valued at $6,251,310.02. This trade represents a 4.94% decrease in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through the SEC website. Also, EVP Vanessa Broadhurst sold 6,197 shares of the stock in a transaction dated 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 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 position. The SEC filing for this sale provides additional information. Insiders have sold a total of 30,142 shares of company stock worth $7,360,528 over the last quarter. Insiders own 0.16% of the company’s stock.

Johnson & Johnson News Summary

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

• Positive Sentiment: TD Cowen reiterated a Buy and set a $250 price target, underpinning near-term upside expectations from improving fundamentals and pipeline momentum. TD Cowen Buy, $250 PT
• Positive Sentiment: Citi and other brokers have raised price targets and highlighted J&J’s stronger MedTech outlook, supporting bullish analyst sentiment that could prop the shares if Q1 confirms recovery. Citigroup Forecasts Strong Price Appreciation for JNJ
• Positive Sentiment: J&J launched the VARIPULSE Pro pulsed field ablation system in Europe (CE mark), adding a potential growth driver for its MedTech segment as real‑world studies and conference data are collected. This rollout is a concrete revenue catalyst if adoption scales. Johnson & Johnson PFA Launch Puts VARIPULSE Pro And Valuation In Focus
• Neutral Sentiment: Coverage pieces in Barron’s and TipRanks emphasize the rebound narrative heading into earnings, raising visibility but not adding new fundamental proof — they may support sentiment but won’t move the stock without data. Buy Johnson & Johnson Ahead of Earnings
• Neutral Sentiment: Market / media mentions (lists, S&P visibility) and multiple analyst notes increase attention; these can amplify moves but are secondary to earnings and device adoption. JNJ Gains Visibility As S&P 500 Trends Shift
• Negative Sentiment: Zacks warns that rising biosimilar competition and pricing pressure remain material headwinds for J&J’s pharma business; those risks mean the upcoming Q1 print could produce downside if guidance or growth details disappoint. Should You Buy, Sell or Hold JNJ Ahead of Q1
• Negative Sentiment: Upcoming Q1 estimates and metric expectations introduce short‑term volatility: if reported drug growth or MedTech momentum falls short of elevated analyst hopes, the stock could underperform. Wall Street Estimates for JNJ Q1

Analyst Upgrades and Downgrades

Several brokerages have issued reports on JNJ. Royal Bank Of Canada restated an “outperform” rating and set a $255.00 price objective on shares of Johnson & Johnson in a research note on Monday, March 30th. Daiwa Securities Group upped their price objective on Johnson & Johnson from $203.00 to $237.00 and gave the company an “outperform” rating in a research note on Thursday, January 29th. JPMorgan Chase & Co. upped their price objective on Johnson & Johnson from $225.00 to $250.00 and gave the company a “neutral” rating in a research note on Thursday, March 5th. Morgan Stanley set a $253.00 price objective on Johnson & Johnson in a research note on Wednesday, March 18th. Finally, UBS Group reissued a “buy” rating on shares of Johnson & Johnson in a report on Monday, January 5th. One investment analyst has rated the stock with a Strong Buy rating, seventeen have given a Buy rating and nine have issued a Hold rating to the company’s stock. Based on data from MarketBeat, the company currently has an average rating of “Moderate Buy” and a consensus price target of $237.57.

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.