Johnson & Johnson $JNJ Stock Holdings Increased by Mirabella Financial Services LLP

Key Points

• Mirabella Financial Services LLP increased its stake in Johnson & Johnson by 150.2% in Q3, buying an additional 8,501 shares for a total holding of 14,161 shares valued at about $2.62 million.
• Big institutional moves include Norges Bank opening a new position worth roughly $4.88 billion, and institutions now own about 69.55% of JNJ stock.
• Analyst sentiment is broadly positive with a MarketBeat consensus of "Moderate Buy" and an average target of $236.91, while some firms (e.g., HSBC) have raised targets to as high as $280.

Mirabella Financial Services LLP increased its stake in Johnson & Johnson (NYSE:JNJ - Free Report) by 150.2% in the 3rd quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 14,161 shares of the company's stock after purchasing an additional 8,501 shares during the quarter. Mirabella Financial Services LLP's holdings in Johnson & Johnson were worth $2,621,000 at the end of the most recent quarter.

A number of other institutional investors and hedge funds have also recently added to or reduced their stakes in the company. Norges Bank purchased a new position in Johnson & Johnson in the 2nd quarter worth about $4,877,174,000. Wellington Management Group LLP boosted its stake in shares of 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 during the period. Bank of New York Mellon Corp boosted its position in Johnson & Johnson by 3.5% during the third quarter. Bank of New York Mellon Corp now owns 24,637,649 shares of the company's stock valued at $4,568,313,000 after purchasing an additional 835,146 shares during the last quarter. Legal & General Group Plc increased 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 buying an additional 532,790 shares during the last quarter. Finally, Charles Schwab Investment Management Inc. grew its position in Johnson & Johnson by 0.3% in the second quarter. Charles Schwab Investment Management Inc. now owns 18,951,337 shares of the company's stock worth $2,894,979,000 after acquiring an additional 52,074 shares in the last quarter. 69.55% of the stock is owned by institutional investors.

Insider Buying and Selling at Johnson & Johnson

In other Johnson & Johnson news, 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 transaction of $1,508,287.83. Following the completion of 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 position. The sale was disclosed in a document filed with the SEC, which can be accessed through the SEC website. Also, EVP Timothy Schmid sold 1,322 shares of the company'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 transaction, 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 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 valued at $7,360,528 over the last three months. Insiders own 0.16% of the company's stock.

Wall Street Analysts Forecast Growth

Several equities research analysts recently weighed in on the company. Rothschild & Co Redburn boosted their target price on Johnson & Johnson from $180.00 to $210.00 and gave the stock a "neutral" rating in a report on Thursday, February 19th. HSBC raised their target price on shares of Johnson & Johnson from $265.00 to $280.00 and gave the company a "buy" rating in a research note on Tuesday. Stifel Nicolaus boosted their target price on shares of Johnson & Johnson from $205.00 to $220.00 and gave the stock a "hold" rating in a research report on Thursday, January 22nd. TD Cowen increased their price objective on Johnson & Johnson from $222.00 to $250.00 and gave the company a "buy" rating in a research report on Thursday, January 22nd. Finally, The Goldman Sachs Group restated a "buy" rating and issued a $250.00 price objective on shares of Johnson & Johnson in a research note on Thursday, January 22nd. One research analyst has rated the stock with a Strong Buy rating, seventeen have issued a Buy rating and nine have given a Hold rating to the company. According to data from MarketBeat, Johnson & Johnson currently has a consensus rating of "Moderate Buy" and an average target price of $236.91.

Johnson & Johnson Price Performance

Shares of JNJ stock opened at $237.76 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. The stock's fifty day simple moving average is $234.59 and its 200 day simple moving average is $207.97. Johnson & Johnson has a one year low of $141.50 and a one year high of $251.71. The firm has a market cap of $572.68 billion, a price-to-earnings ratio of 21.52, a P/E/G ratio of 2.34 and a beta of 0.34.

Johnson & Johnson (NYSE:JNJ - Get Free Report) last released 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 firm had revenue of $24.28 billion for the quarter. On average, analysts expect that Johnson & Johnson will post 10.58 earnings per share for the current fiscal year.

Johnson & Johnson Dividend Announcement

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 $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 dividend payout ratio (DPR) is presently 47.06%.

More Johnson & Johnson News

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

• Positive Sentiment: FDA approval of Icotyde opens a new, convenient oral IL‑23R treatment for moderate‑to‑severe plaque psoriasis — a potential multi‑billion‑dollar growth driver that directly expands J&J’s immunology portfolio and pressures injectable rivals. FDA approves psoriasis pill from J&J that rivals shots Tremfya, Skyrizi
• Positive Sentiment: HSBC raised its J&J price target to $280 and reiterated a Buy, citing healthcare strength — a clear bullish signal that can support further upside. HSBC Raises Johnson & Johnson NYSE: JNJ Price Target to $280.00
• Positive Sentiment: Morgan Stanley and other analysts continue to back J&J’s growth outlook around Icotyde (Morgan Stanley kept a Buy and $262 PT), reinforcing bullish institutional sentiment. Early Icotyde Approval Strengthens Johnson & Johnson’s Immunology Growth Outlook and Multi‑Billion‑Dollar Potential
• Positive Sentiment: Positive analyst/commentary pieces (e.g., The Motley Fool) argue J&J’s diversified franchises and new drugs justify a buy-and-hold stance, supporting longer‑term investor interest. 2 Reasons to Buy Johnson & Johnson Stock Like There's No Tomorrow
• Neutral Sentiment: Barclays raised its target to $234 but kept an Equal‑Weight rating, implying limited near‑term upside from that shop and signaling mixed views across brokers. Benzinga
• Neutral Sentiment: Online investor interest and searches for JNJ have spiked (Zacks notes heavy attention), which can increase volatility but doesn’t guarantee direction. Investors Heavily Search Johnson & Johnson (JNJ): Here is What You Need to Know
• Neutral Sentiment: General dividend-planning content (e.g., pieces on how much to invest to get $100k in dividends) may drive some investor interest in JNJ’s yield, but it’s not a company‑specific catalyst. How Much Do you Need To Invest to Make $100k On Dividends Right Now?
• Negative Sentiment: Market/macro skepticism is limiting upside: commentators like Jim Cramer note J&J “should have gone higher” but broader stagflation concerns and a tough tape are keeping buyers cautious, which can cap short‑term gains. Jim Cramer on Johnson & Johnson: “It Should Have Gone Higher, But It Just Shows You How Hard It Is to Buck Stagflation Theories”
• Negative Sentiment: Recent short-term weakness (coverage noting a recent slide) highlights vulnerability to market rotation and headline-driven volatility despite fundamental wins. Johnson & Johnson (JNJ) Stock Slides as Market Rises: Facts to Know Before You Trade

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.

Want to see what other hedge funds are holding JNJ? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for Johnson & Johnson (NYSE:JNJ - Free Report).

This instant news alert was generated by narrative science technology and financial data from MarketBeat in order to provide readers with the fastest reporting and unbiased coverage. Please send any questions or comments about this story to contact@marketbeat.com.