Johnson & Johnson $JNJ Shares Sold by Clifford Capital Partners LLC

Key Points

• Clifford Capital Partners reduced its Johnson & Johnson stake by 10.4%, selling 15,010 shares and leaving 129,674 shares valued at about $24.0M, with J&J representing ~4.2% of the firm's portfolio (its 4th-largest holding).
• J&J fundamentals: the stock trades near $242 with a market cap of ~$582B, reported $2.46 EPS for the quarter, and pays a quarterly dividend of $1.30 (2.2% yield; ~47% payout ratio).
• Near-term catalysts are mixed but constructive — the FDA approved the TECNIS PureSee IOL and early Phase‑1 oncology data look promising, while analysts have raised targets (consensus ~$235.91, BofA $253) amid some legal/settlement overhangs.

Clifford Capital Partners LLC decreased its stake in shares of Johnson & Johnson (NYSE:JNJ - Free Report) by 10.4% in the 3rd quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 129,674 shares of the company's stock after selling 15,010 shares during the period. Johnson & Johnson makes up about 4.2% of Clifford Capital Partners LLC's investment portfolio, making the stock its 4th largest holding. Clifford Capital Partners LLC's holdings in Johnson & Johnson were worth $24,044,000 as of its most recent filing with the Securities & Exchange Commission.

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

Johnson & Johnson Trading Down 0.1%

Shares of JNJ stock opened at $241.71 on Friday. Johnson & Johnson has a 12-month low of $141.50 and a 12-month high of $251.71. The company has a market capitalization of $582.19 billion, a PE ratio of 21.87, a price-to-earnings-growth ratio of 2.38 and a beta of 0.34. The firm has a 50 day moving average price of $231.91 and a two-hundred day moving average price of $206.44. 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 (NYSE:JNJ - Get Free Report) last posted its earnings results on Saturday, January 31st. The company reported $2.46 EPS for the quarter. The company 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%. As a group, analysts predict that Johnson & Johnson will post 10.58 earnings per share for the current year.

Johnson & Johnson Announces Dividend

The company also recently disclosed a quarterly dividend, which was paid on Tuesday, March 10th. Shareholders of record on Tuesday, February 24th were given a dividend of $1.30 per share. The ex-dividend date was Tuesday, February 24th. This represents a $5.20 annualized dividend and a yield of 2.2%. Johnson & Johnson's dividend payout ratio (DPR) is presently 47.06%.

Analysts Set New Price Targets

Several equities research analysts have commented on the stock. Argus boosted their price target on shares of Johnson & Johnson from $210.00 to $240.00 in a research report on Friday, January 23rd. Daiwa Securities Group lifted their target price on Johnson & Johnson from $203.00 to $237.00 and gave the company an "outperform" rating in a research report on Thursday, January 29th. Stifel Nicolaus increased their price target on Johnson & Johnson from $205.00 to $220.00 and gave the company a "hold" rating in a research report on Thursday, January 22nd. Weiss Ratings restated a "buy (b)" rating on shares of Johnson & Johnson in a research note on Wednesday, January 28th. Finally, Wall Street Zen cut Johnson & Johnson from a "buy" rating to a "hold" rating in a research note on Saturday, February 14th. 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. According to data from MarketBeat, the stock presently has an average rating of "Moderate Buy" and a consensus target price of $235.91.

Johnson & Johnson News Roundup

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

Insiders Place Their Bets

In other Johnson & Johnson news, EVP Vanessa Broadhurst sold 6,197 shares of Johnson & Johnson stock in a transaction dated Tuesday, February 17th. The shares were sold at an average price of $243.39, for a total value of $1,508,287.83. Following the completion of the sale, the executive vice president owned 23,003 shares in the company, valued at $5,598,700.17. The trade was a 21.22% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available through the SEC website. Also, EVP Timothy Schmid sold 1,322 shares of the business's stock in a transaction dated 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 sale, the executive vice president directly owned 25,447 shares of the company's stock, valued at $6,251,310.02. This represents a 4.94% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold 30,142 shares of company stock valued at $7,360,528 in the last three months. Insiders own 0.16% of the company's stock.

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.

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