Compagnie Lombard Odier SCmA Grows Stock Holdings in Johnson & Johnson $JNJ

Key Points

• Compagnie Lombard Odier SCmA increased its Johnson & Johnson stake by 8.9% in Q4 to 377,090 shares worth $78.04 million, making JNJ about 0.8% of its portfolio and its 29th largest holding.
• Several large institutions also boosted positions — e.g., Capital International Investors (+545.6% to 3,865,050 shares), Amundi (+19.3% to 13,354,936 shares) and Marshall Wace (+126.3%) — and institutional ownership totals about 69.55%.
• Analysts carry a consensus rating of "Moderate Buy" with an average price target of $236.91 after recent upgrades, while insiders have sold roughly 30,142 shares (~$7.36 million) in the past 90 days.

Compagnie Lombard Odier SCmA grew its position in Johnson & Johnson (NYSE:JNJ - Free Report) by 8.9% during the fourth quarter, according to its most recent 13F filing with the SEC. The institutional investor owned 377,090 shares of the company's stock after buying an additional 30,849 shares during the period. Johnson & Johnson accounts for about 0.8% of Compagnie Lombard Odier SCmA's portfolio, making the stock its 29th largest position. Compagnie Lombard Odier SCmA's holdings in Johnson & Johnson were worth $78,039,000 at the end of the most recent reporting period.

Several other large investors have also recently modified their holdings of the company. Capital International Investors grew its holdings in Johnson & Johnson by 545.6% in the third quarter. Capital International Investors now owns 3,865,050 shares of the company's stock worth $716,657,000 after purchasing an additional 3,266,354 shares during the last quarter. Amundi lifted its holdings in shares of Johnson & Johnson by 19.3% during the 3rd quarter. Amundi now owns 13,354,936 shares of the company's stock valued at $2,512,719,000 after purchasing an additional 2,163,838 shares during the last quarter. Marshall Wace LLP boosted its position in shares of Johnson & Johnson by 126.3% in the 3rd quarter. Marshall Wace LLP now owns 3,584,162 shares of the company's stock worth $664,575,000 after purchasing an additional 2,000,609 shares in the last quarter. Danske Bank A S purchased a new position in Johnson & Johnson during the 3rd quarter worth $367,467,000. Finally, Wellington Management Group LLP increased its position in Johnson & Johnson by 3.8% during the 3rd quarter. Wellington Management Group LLP now owns 25,832,777 shares of the company's stock valued at $4,789,914,000 after buying an additional 956,239 shares in the last quarter. Institutional investors own 69.55% of the company's stock.

Wall Street Analyst Weigh In

JNJ has been the subject of several recent analyst reports. Guggenheim raised their price target on Johnson & Johnson from $227.00 to $240.00 and gave the stock a "buy" rating 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. BMO Capital Markets reiterated an "outperform" rating on shares of Johnson & Johnson in a research note on Thursday, December 11th. Weiss Ratings restated a "buy (b)" rating on shares of Johnson & Johnson in a research note on Wednesday, January 28th. Finally, Sanford C. Bernstein raised their price target on shares of Johnson & Johnson from $208.00 to $225.00 and gave the stock a "market perform" rating in a report on Friday, January 23rd. One equities research analyst has rated the stock with a Strong Buy rating, seventeen have issued a Buy rating and nine have assigned a Hold rating to the company's stock. According to MarketBeat.com, Johnson & Johnson presently has a consensus rating of "Moderate Buy" and an average price target of $236.91.

Insider Buying and Selling at Johnson & Johnson

In related news, EVP Timothy Schmid sold 1,322 shares of the business's stock in a transaction on Friday, February 20th. The shares were sold at an average price of $245.66, for a total transaction of $324,762.52. Following the completion of the transaction, the executive vice president directly owned 25,447 shares in the company, valued at $6,251,310.02. The trade was a 4.94% decrease in their ownership of the stock. 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 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 directly owned 23,003 shares in the company, valued at $5,598,700.17. This represents a 21.22% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold a total of 30,142 shares of company stock worth $7,360,528 over the last ninety days. Insiders own 0.16% of the company's stock.

Key Stories Impacting Johnson & Johnson

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

• Positive Sentiment: Royalty Pharma signed a $500M R&D deal with J&J to support an experimental autoimmune antibody — a meaningful near‑term collaboration and capital inflow that supports JNJ’s pipeline value. Royalty Pharma, Johnson & Johnson Strike $500M Autoimmune Drug Deal
• Positive Sentiment: New randomized controlled trial data presented at ACC 2026 and published in JACC bolster JNJ’s pharma/MedTech credibility — supports revenue upside from adoption of cardiovascular products. Why Johnson & Johnson (JNJ) Is One of the Best Pharma Stocks to Invest in Now
• Positive Sentiment: Analysts and dividend trackers expect J&J to announce another dividend increase in April, reinforcing its income profile for income‑oriented investors. 7 Dividend Increases Expected In April 2026
• Neutral Sentiment: JNJ has become a trending stock on retail/analysis platforms, increasing attention and trading flows but not necessarily changing fundamentals. Johnson & Johnson (JNJ) Is a Trending Stock: Facts to Know Before Betting on It
• Neutral Sentiment: JNJ’s history of earnings beats and solid margins keeps expectations elevated; investors will watch the next report closely for confirmation. Will Johnson & Johnson (JNJ) Beat Estimates Again in Its Next Earnings Report?
• Negative Sentiment: MedTech preview notes China weakness as a potential headwind for Q1 MedTech revenue — regional softness could pressure sales versus expectations. JNJ Q1 MedTech Preview: Key Drivers and China Headwinds to Watch
• Negative Sentiment: After a ~61% one‑year rally, some outlets question valuation and whether upside is limited from current levels — valuation concerns can amplify selling on weakness. Is It Too Late To Consider Johnson & Johnson (JNJ) After Its 61% One-Year Surge?
• Negative Sentiment: Bridgewater’s Ray Dalio trimming his JNJ stake was reported — large-manager trimming can be read negatively by some investors even if position sizes are modest. Johnson & Johnson (JNJ): Billionaire Ray Dalio Trims Position

Johnson & Johnson Trading Down 0.0%

Shares of NYSE:JNJ opened at $242.93 on Friday. The company has a quick ratio of 0.77, a current ratio of 1.03 and a debt-to-equity ratio of 0.48. Johnson & Johnson has a 52-week low of $141.50 and a 52-week high of $251.71. The stock has a market cap of $585.11 billion, a price-to-earnings ratio of 21.98, a PEG ratio of 2.41 and a beta of 0.34. The business has a 50-day moving average price of $239.86 and a 200-day moving average price of $212.75.

Johnson & Johnson (NYSE:JNJ - Get Free Report) last issued its quarterly earnings results on Saturday, January 31st. The company reported $2.46 earnings per share 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. Equities analysts predict that Johnson & Johnson will post 10.58 EPS for the current year.

About Johnson & Johnson

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.

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