Independent Franchise Partners LLP Has $850.87 Million Holdings in Johnson & Johnson $JNJ

Key Points

• Independent Franchise Partners LLP cut its Johnson & Johnson stake by 12.5% in Q3 to 4,588,890 shares valued at about $850.87 million, making J&J ~5.6% of the firm's holdings and 0.19% of J&J outstanding stock.
• Analysts hold a consensus rating of “Moderate Buy” on JNJ with a consensus price target of $235.91, and several brokers (TD Cowen, RBC, Daiwa) recently raised price targets into the $237–$255 range.
• Insiders sold 30,142 shares worth $7.36 million in the last quarter (including EVP sales), while the company announced a $1.30 quarterly dividend and recent catalysts include FDA approval of the TECNIS PureSee IOL and promising Phase 1 oncology data, partially offset by a preliminary $65M antitrust settlement.

Independent Franchise Partners LLP lessened its holdings in Johnson & Johnson (NYSE:JNJ - Free Report) by 12.5% during the 3rd quarter, according to its most recent filing with the Securities & Exchange Commission. The firm owned 4,588,890 shares of the company's stock after selling 655,248 shares during the period. Johnson & Johnson comprises approximately 5.6% of Independent Franchise Partners LLP's holdings, making the stock its 5th biggest position. Independent Franchise Partners LLP owned approximately 0.19% of Johnson & Johnson worth $850,872,000 at the end of the most recent quarter.

Several other large investors also recently added to or reduced their stakes in JNJ. Abich Financial Wealth Management LLC purchased a new stake in Johnson & Johnson in the third quarter worth about $26,000. Evolution Wealth Management Inc. purchased a new position in shares of Johnson & Johnson during the 2nd quarter valued at about $27,000. Clayton Financial Group LLC purchased a new position in shares of Johnson & Johnson during the 3rd quarter valued at about $28,000. Semmax Financial Advisors Inc. grew its stake in shares of Johnson & Johnson by 55.0% during the 2nd quarter. Semmax Financial Advisors Inc. now owns 203 shares of the company's stock valued at $31,000 after acquiring an additional 72 shares during the period. Finally, Compass Financial Services Inc increased its holdings in Johnson & Johnson by 707.1% in the 3rd quarter. Compass Financial Services Inc now owns 226 shares of the company's stock worth $42,000 after acquiring an additional 198 shares in the last quarter. 69.55% of the stock is currently owned by institutional investors.

Analyst Upgrades and Downgrades

Several brokerages have weighed in on JNJ. Bank of America reaffirmed a "neutral" rating on shares of Johnson & Johnson in a report on Monday, March 2nd. TD Cowen increased their price objective on shares of Johnson & Johnson from $222.00 to $250.00 and gave the stock a "buy" rating in a research note on Thursday, January 22nd. Daiwa Securities Group lifted their target price on shares of Johnson & Johnson from $203.00 to $237.00 and gave the company an "outperform" rating in a research note on Thursday, January 29th. Scotiabank reaffirmed an "outperform" rating on shares of Johnson & Johnson in a report on Thursday, January 22nd. Finally, Royal Bank Of Canada increased their price target on Johnson & Johnson from $240.00 to $255.00 and gave the stock an "outperform" rating in a research note on Tuesday, February 3rd. One analyst has rated the stock with a Strong Buy rating, seventeen have assigned a Buy rating and nine have assigned a Hold rating to the company. According to MarketBeat, Johnson & Johnson has a consensus rating of "Moderate Buy" and a consensus price target of $235.91.

Insider Buying and Selling at Johnson & Johnson

In other news, EVP Vanessa Broadhurst sold 6,197 shares of Johnson & Johnson 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 of the company's stock, valued at approximately $5,598,700.17. The trade was a 21.22% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which can be accessed through this hyperlink. Also, 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 value of $324,762.52. Following the completion of the sale, the executive vice president owned 25,447 shares in the company, valued at $6,251,310.02. This represents a 4.94% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. In the last quarter, insiders sold 30,142 shares of company stock worth $7,360,528. Corporate 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 approves the TECNIS PureSee intraocular lens, adding a new, differentiated cataract/presbyopia product to J&J’s surgical vision portfolio — could support revenue and aftermarket growth in the medtech segment. FDA Approval Of TECNIS PureSee IOL Adds New Lens For J&J Investors
• Positive Sentiment: Promising Phase 1 Erda‑iDRS (erdafitinib) results in intermediate‑risk NMIBC: 89% complete response rate and durable responses up to 18 months with tolerable safety — bolsters oncology pipeline optionality if later‑stage data confirm benefit. Johnson & Johnson highlights promising first-in-human Erda-iDRS (formerly TAR-210) results in intermediate-risk non-muscle-invasive bladder cancer
• Positive Sentiment: BofA raised its price target (to $253) and lifted revenue expectations citing pipeline growth — supportive analyst attention that can underpin sentiment even with a Neutral rating. BofA Raises Johnson & Johnson (JNJ) Price Target on Pipeline Growth
• Positive Sentiment: Citigroup analyst expects JNJ shares to rise — additional buy-side commentary can amplify positive flows if confirmed with upgrades or higher targets. Johnson & Johnson NYSE: JNJ Stock Price Expected to Rise, Citigroup Analyst Says
• Neutral Sentiment: Dividend and “Dividend King” coverage reminds investors of JNJ’s income profile — supportive for long‑term holders but unlikely to drive short‑term price swings. Johnson & Johnson (JNJ) Could Be a Great Choice
• Neutral Sentiment: Barclays reaffirmed its Hold rating — steady analyst stance that tempers upside momentum from positive news. Barclays Reaffirms Their Hold Rating on Johnson & Johnson (JNJ)
• Neutral Sentiment: Industry pieces on BCG shortages and competitor ImmunityBio note market dynamics in NMIBC — useful context for future demand shifts but not an immediate JNJ catalyst. IBRX and the BCG Shortage: A 2026 Catalyst Investors Are Tracking
• Neutral Sentiment: Analyst / valuation updates show modest shifts in fair value assumptions tied to individual drugs (Tremfya, Tecvayli, Inlexzo, Darzalex) — indicates ongoing re‑rating risk/reward as pipeline readouts arrive. How The Johnson & Johnson (JNJ) Narrative Is Shifting With Pipeline Rethinks And New Valuation Targets
• Negative Sentiment: Preliminary approval of a $65M eve‑of‑trial settlement in an antitrust suit tied to Actelion’s Tracleer — modest direct financial hit but reputational/legal overhang for the pharma legacy business. Eve-of-Trial $65M Settlement Preliminarily Approved in Novel Antitrust Class Action Against J&J Subsidiary Actelion Pharmaceuticals

Johnson & Johnson Trading Down 0.1%

JNJ stock opened at $241.71 on Friday. The company has a debt-to-equity ratio of 0.48, a current ratio of 1.03 and a quick ratio of 0.77. Johnson & Johnson has a 1-year low of $141.50 and a 1-year high of $251.71. The business has a 50 day simple moving average of $231.91 and a two-hundred day simple moving average of $206.23. The company has a market capitalization of $582.50 billion, a price-to-earnings ratio of 21.87, a PEG ratio of 2.39 and a beta of 0.34.

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

Johnson & Johnson Announces Dividend

The business also recently declared a quarterly dividend, which was paid on Tuesday, March 10th. Shareholders of record on Tuesday, February 24th were issued a $1.30 dividend. This represents a $5.20 dividend on an annualized basis and a yield of 2.2%. The ex-dividend date was Tuesday, February 24th. Johnson & Johnson's payout ratio is currently 47.06%.

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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