Jackson Square Capital LLC Acquires Shares of 5,275 Johnson & Johnson $JNJ

Key Points

• Jackson Square Capital LLC bought a new stake of 5,275 shares of Johnson & Johnson in Q4, valued at approximately $1.09 million.
• Insiders have been net sellers: company executives sold 30,142 shares (~$7.36M) in the past three months, including EVP Timothy Schmid (22,623 shares) and EVP Vanessa Broadhurst (6,197 shares), leaving insiders with just 0.16% ownership.
• Analysts remain broadly positive—HSBC raised its target to $280 and other brokers lifted targets, leaving a consensus "Moderate Buy" with an average target near $238 while JNJ trades around $238 with a ~$574B market cap.

Jackson Square Capital LLC purchased a new stake in Johnson & Johnson (NYSE:JNJ - Free Report) during the 4th quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The institutional investor purchased 5,275 shares of the company's stock, valued at approximately $1,092,000.

Several other institutional investors and hedge funds have also modified their holdings of the business. West Paces Advisors Inc. grew its stake in shares of Johnson & Johnson by 2.1% in the fourth quarter. West Paces Advisors Inc. now owns 10,341 shares of the company's stock valued at $2,140,000 after acquiring an additional 212 shares in the last quarter. Franklin Street Advisors Inc. NC grew its stake in shares of Johnson & Johnson by 0.8% in the fourth quarter. Franklin Street Advisors Inc. NC now owns 19,394 shares of the company's stock valued at $4,014,000 after acquiring an additional 148 shares in the last quarter. Capital Investment Advisory Services LLC grew its stake in shares of Johnson & Johnson by 0.8% in the fourth quarter. Capital Investment Advisory Services LLC now owns 35,155 shares of the company's stock valued at $7,275,000 after acquiring an additional 278 shares in the last quarter. Provident Living Financial Services Inc. acquired a new position in shares of Johnson & Johnson in the fourth quarter valued at about $1,001,000. Finally, Hartford Financial Management Inc. grew its stake in shares of Johnson & Johnson by 1.8% in the fourth quarter. Hartford Financial Management Inc. now owns 10,483 shares of the company's stock valued at $2,169,000 after acquiring an additional 187 shares in the last quarter. 69.55% of the stock is currently owned by institutional investors and hedge funds.

Insider Transactions at Johnson & Johnson

In other news, EVP Timothy Schmid sold 22,623 shares of the stock in a transaction dated Wednesday, February 18th. The shares were sold at an average price of $244.33, for a total value of $5,527,477.59. Following the completion of the transaction, the executive vice president owned 26,769 shares of the company's stock, valued at approximately $6,540,469.77. This represents a 45.80% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed 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 transaction, the executive vice president directly owned 23,003 shares of the company's stock, valued at $5,598,700.17. This trade represents a 21.22% decrease in their position. The SEC filing for this sale provides additional information. Insiders sold 30,142 shares of company stock valued at $7,360,528 in the last three months. Company insiders own 0.16% of the company's stock.

Johnson & Johnson Stock Down 1.2%

JNJ stock opened at $238.34 on Friday. The stock has a market capitalization of $574.06 billion, a P/E ratio of 21.57, a price-to-earnings-growth ratio of 2.36 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 has a 12 month low of $146.12 and a 12 month high of $251.71. The firm has a 50-day moving average price of $241.29 and a 200-day moving average price of $215.26.

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

Analysts Set New Price Targets

Several equities analysts recently commented on the stock. HSBC upped their price target on shares of Johnson & Johnson from $265.00 to $280.00 and gave the company a "buy" rating in a research note on Tuesday, March 17th. Weiss Ratings restated a "buy (b)" rating on shares of Johnson & Johnson in a research note on Wednesday, January 28th. Rothschild & Co Redburn upped their price target on shares of Johnson & Johnson from $180.00 to $210.00 and gave the company a "neutral" rating in a research note on Thursday, February 19th. Royal Bank Of Canada reaffirmed an "outperform" rating and set a $255.00 price objective on shares of Johnson & Johnson in a research report on Monday, March 30th. Finally, Bank of America reaffirmed a "neutral" rating on shares of Johnson & Johnson in a research report on Monday, March 2nd. One analyst has rated the stock with a Strong Buy rating, seventeen have assigned a Buy rating and nine have given a Hold rating to the company. According to data from MarketBeat, the stock has an average rating of "Moderate Buy" and a consensus target price of $238.17.

Key Headlines Impacting Johnson & Johnson

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

• Positive Sentiment: Morgan Stanley raised its price target to $267 and kept an "Overweight" rating, signaling roughly double-digit upside versus current levels and supporting buy-side interest. Read More.
• Positive Sentiment: Other broker notes (Guggenheim, Citi, and various upgrades) have recently pushed bullish research and helped intraday rallies. Read More.
• Positive Sentiment: Commercial/MedTech catalyst — J&J launched the VARIPULSE Pro pulsed field ablation system in Europe after CE mark approval, adding potential device revenue upside and real‑world evidence generation. Read More.
• Positive Sentiment: Dividend profile remains a tailwind for income investors — long streak of annual increases (>60 years) supports total‑return buyers. Read More.
• Neutral Sentiment: Fair‑value/target updates are moving modestly (consensus fair value around ~$241.7) — analysts are lifting some targets while flagging execution as the next focus, keeping valuation views mixed. Read More.
• Neutral Sentiment: Market is positioning for Q1 earnings — multiple previews and Wall Street estimate rundowns are circulating; that typically increases volatility into the print. Read More.
• Negative Sentiment: Some analysts and commentators are cautioning that this is “time to sell the rally” into Q1, arguing upside expectations may be priced in and that near‑term catalysts could disappoint. Read More.
• Negative Sentiment: Ongoing risks — litigation exposure, biosimilar competition and pricing pressure are repeatedly flagged as potential earnings/headwind items that could cap upside. Read More.

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.

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