Johnson & Johnson $JNJ Shares Bought by Spirepoint Private Client LLC

Spirepoint Private Client LLC grew its stake in shares of Johnson & Johnson (NYSE:JNJ) by 3.5% in the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 106,935 shares of the company’s stock after acquiring an additional 3,589 shares during the period. Johnson & Johnson comprises approximately 2.1% of Spirepoint Private Client LLC’s holdings, making the stock its 10th biggest position. Spirepoint Private Client LLC’s holdings in Johnson & Johnson were worth $22,130,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

A number of other hedge funds have also recently added to or reduced their stakes in the business. Wellington Management Group LLP boosted its holdings in Johnson & Johnson by 3.8% in the third quarter. Wellington Management Group LLP now owns 25,832,777 shares of the company’s stock worth $4,789,914,000 after purchasing an additional 956,239 shares during the period. Bank of New York Mellon Corp boosted its holdings in Johnson & Johnson by 3.5% in the third quarter. Bank of New York Mellon Corp now owns 24,637,649 shares of the company’s stock worth $4,568,313,000 after purchasing an additional 835,146 shares during the period. Legal & General Group Plc boosted its holdings in Johnson & Johnson by 2.8% in the third quarter. Legal & General Group Plc now owns 19,450,064 shares of the company’s stock worth $3,606,431,000 after purchasing an additional 532,790 shares during the period. Amundi boosted its holdings in Johnson & Johnson by 19.3% in the third quarter. Amundi now owns 13,354,936 shares of the company’s stock worth $2,512,719,000 after purchasing an additional 2,163,838 shares during the period. Finally, Raymond James Financial Inc. boosted its holdings in Johnson & Johnson by 7.3% in the third quarter. Raymond James Financial Inc. now owns 10,137,651 shares of the company’s stock worth $1,879,718,000 after purchasing an additional 690,887 shares during the period. Institutional investors and hedge funds 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: Analyst price-target increase — J&J had a price-target raise to $267, a near-term bullish signal that can support the stock if earnings and guidance align. Article Title
• Positive Sentiment: Strong Innovative Medicines growth noted by investors/letters — Institutional commentary highlights J&J’s Innovative Medicines momentum as a core growth driver underpinning YTD gains and medium-term earnings resilience. Article Title
• Positive Sentiment: TECNIS PureSee IOL clinical/real-world data spotlight — New data presented at ASCRS highlight adoption potential for J&J’s recently FDA-approved intraocular lens, supporting the company’s ophthalmology growth narrative. Article Title
• Positive Sentiment: Steady index momentum — J&J is being noted for steady momentum within the Russell 1000, which can attract passive/index flows and support valuation. Article Title
• Neutral Sentiment: Q1 preview and analyst expectations — Multiple previews (Seeking Alpha, TipRanks) emphasize tomorrow’s Q1 print and guidance as the main near-term catalyst; analysts expect continued earnings but will watch revenue mix and guidance closely. Article Title Article Title
• Neutral Sentiment: Market backdrop — A broader tech-led rally (Nasdaq) and weekly earnings calendar may lift sentiment for large-cap cyclicals, but J&J’s move will hinge more on its own results than tape action. Article Title Article Title
• Negative Sentiment: Short-term pullback and volatility risk — Recent headlines note a 1.2% pullback and intraday weakness; with Q1 due imminently, any guidance miss or cautious commentary could push shares lower. Article Title
• Negative Sentiment: Comparative pressures from higher-growth peers — Coverage comparing J&J to faster-growth names (e.g., Lilly) frames a valuation-growth tradeoff that could limit upside if investors favor high-growth pharma exposure. Article Title

Johnson & Johnson Price Performance

Shares of NYSE:JNJ opened at $238.00 on Tuesday. The firm’s 50 day moving average is $241.44 and its two-hundred day moving average is $215.95. Johnson & Johnson has a 52 week low of $146.12 and a 52 week high of $251.71. The firm has a market capitalization of $573.25 billion, a P/E ratio of 21.54, a PEG ratio of 2.38 and a beta of 0.34. The company has a current ratio of 1.03, a quick ratio of 0.77 and a debt-to-equity ratio of 0.48.

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

Analysts Set New Price Targets

A number of research firms have commented on JNJ. Argus lifted their price objective on shares of Johnson & Johnson from $210.00 to $240.00 in a report on Friday, January 23rd. Freedom Capital downgraded shares of Johnson & Johnson from a “strong-buy” rating to a “hold” rating in a report on Friday, January 16th. Morgan Stanley lifted their price objective on shares of Johnson & Johnson from $262.00 to $267.00 and gave the stock an “overweight” rating in a report on Friday. Loop Capital set a $220.00 price objective on shares of Johnson & Johnson in a report on Tuesday, January 27th. Finally, Sanford C. Bernstein raised their target price on Johnson & Johnson from $208.00 to $225.00 and gave the company a “market perform” rating in a research note on Friday, January 23rd. One equities research analyst has rated the stock with a Strong Buy rating, seventeen have assigned a Buy rating and nine have issued a Hold rating to the company’s stock. Based on data from MarketBeat, Johnson & Johnson presently has a consensus rating of “Moderate Buy” and a consensus price target of $238.17.

Insider Activity

In other Johnson & Johnson news, EVP Timothy Schmid sold 1,322 shares of the business’s stock in a transaction dated Friday, February 20th. The stock was sold at an average price of $245.66, for a total transaction of $324,762.52. Following the sale, the executive vice president owned 25,447 shares in the company, valued at approximately $6,251,310.02. The trade was a 4.94% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this hyperlink. Also, EVP Vanessa Broadhurst sold 6,197 shares of the business’s stock in a transaction dated Tuesday, February 17th. The stock was 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 in the company, valued at approximately $5,598,700.17. The trade was a 21.22% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Over the last quarter, insiders sold 30,142 shares of company stock worth $7,360,528. 0.16% of the stock is owned by company insiders.

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.