Johnson & Johnson $JNJ Stock Holdings Lifted by Royal Fund Management LLC

Key Points

• Royal Fund Management LLC increased its Johnson & Johnson stake by 61.0% in Q4, buying 14,294 shares to hold 37,720 shares valued at about $7.81 million, while institutional investors own roughly 69.55% of the company.
• Analysts collectively rate JNJ as a "Moderate Buy" with a consensus price target of $236.91; the stock was trading near $242.93, with a market cap of about $585 billion and a PE of ~22.
• Sentiment is mixed: strong clinical/product momentum and a reported $500 million R&D deal with Royalty Pharma support growth visibility, but near‑term risks include MedTech weakness in China and valuation/rotation pressures after a large one‑year rally.

Royal Fund Management LLC increased its holdings in Johnson & Johnson (NYSE:JNJ - Free Report) by 61.0% in the 4th quarter, according to its most recent 13F filing with the SEC. The firm owned 37,720 shares of the company's stock after buying an additional 14,294 shares during the period. Royal Fund Management LLC's holdings in Johnson & Johnson were worth $7,807,000 as of its most recent filing with the SEC.

Other institutional investors have also modified their holdings of the company. Centennial Wealth Advisory LLC boosted its stake in Johnson & Johnson by 2.2% in the fourth quarter. Centennial Wealth Advisory LLC now owns 2,284 shares of the company's stock valued at $473,000 after acquiring an additional 49 shares during the period. Gleason Group Inc. raised its position in shares of Johnson & Johnson by 0.8% during the 4th quarter. Gleason Group Inc. now owns 6,390 shares of the company's stock worth $1,322,000 after purchasing an additional 50 shares during the period. SOA Wealth Advisors LLC. lifted its holdings in shares of Johnson & Johnson by 0.7% in the 3rd quarter. SOA Wealth Advisors LLC. now owns 7,392 shares of the company's stock worth $1,371,000 after purchasing an additional 53 shares during the last quarter. Ethos Financial Group LLC boosted its position in Johnson & Johnson by 0.6% during the 3rd quarter. Ethos Financial Group LLC now owns 9,110 shares of the company's stock valued at $1,689,000 after purchasing an additional 53 shares during the period. Finally, Pinnacle Holdings LLC grew its stake in Johnson & Johnson by 0.5% during the 3rd quarter. Pinnacle Holdings LLC now owns 11,214 shares of the company's stock worth $2,079,000 after buying an additional 54 shares during the last quarter. Institutional investors own 69.55% of the company's stock.

Key Stories Impacting Johnson & Johnson

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

• Positive Sentiment: Strong clinical and product momentum — RCT data presented at ACC and published in JACC and JNJ’s recent pace of approvals/med‑tech launches bolster revenue visibility and the company’s long‑term growth story. Why Johnson & Johnson (JNJ) Is One of the Best Pharma Stocks to Invest in Now
• Positive Sentiment: R&D partnership deal — a reported $500M agreement with Royalty Pharma to advance an experimental autoimmune antibody provides non‑dilutive funding and validates JNJ’s pipeline strategy. Royalty Pharma, Johnson & Johnson Strike $500M Autoimmune Drug Deal
• Positive Sentiment: Defensive, dividend appeal — coverage pieces highlight JNJ as a reliable dividend aristocrat and a low‑volatility healthcare hold during market stress, supporting investor demand in uncertain markets. This Healthcare Stock Barely Flinches During Market Sell-Offs
• Neutral Sentiment: Analyst interest and trending status — outlets note JNJ is trending on investor platforms and some analysts expect another earnings beat given its history; this can amplify short‑term flows but isn’t a new fundamental change. Johnson & Johnson (JNJ) Is a Trending Stock: Facts to Know Before Betting on It
• Neutral Sentiment: Major-holder activity — reports show Bridgewater (Ray Dalio) trimmed its position; large-manager moves can influence flows but don’t necessarily reflect company fundamentals. Johnson & Johnson (JNJ): Billionaire Ray Dalio Trims Position
• Negative Sentiment: MedTech China headwinds — previews ahead of Q1 highlight strong cardiovascular and new‑product adoption but warn of slowing demand in China, which is a near‑term earnings risk for the MedTech segment and likely a key reason shares are under pressure. JNJ Q1 MedTech Preview: Key Drivers and China Headwinds to Watch
• Negative Sentiment: Valuation/rotation concerns — after a large one‑year rally, some commentary asks whether returns are largely priced in; combined with periodic profit‑taking, this contributes to downward pressure. Is It Too Late To Consider Johnson & Johnson (JNJ) After Its 61% One-Year Surge?

Analyst Ratings Changes

Several equities analysts have recently issued reports on JNJ shares. Bank of America reissued a "neutral" rating on shares of Johnson & Johnson in a report on Monday, March 2nd. Leerink Partners lifted their price objective on shares of Johnson & Johnson from $201.00 to $232.00 and gave the company a "market perform" rating in a research report on Thursday, January 22nd. Daiwa Securities Group upped their target price on shares of Johnson & Johnson from $203.00 to $237.00 and gave the stock an "outperform" rating in a research report on Thursday, January 29th. The Goldman Sachs Group reaffirmed a "buy" rating and set a $250.00 price target on shares of Johnson & Johnson in a report on Thursday, January 22nd. Finally, Wells Fargo & Company increased their price objective on Johnson & Johnson from $230.00 to $240.00 and gave the stock an "overweight" rating in a report on Thursday, January 22nd. One 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 stock. According to data from MarketBeat.com, the stock presently has a consensus rating of "Moderate Buy" and a consensus price target of $236.91.

Johnson & Johnson Stock Down 0.5%

Shares of JNJ stock opened at $242.93 on Friday. Johnson & Johnson has a 1 year low of $141.50 and a 1 year high of $251.71. The company has a debt-to-equity ratio of 0.48, a quick ratio of 0.77 and a current ratio of 1.03. The business's fifty day moving average is $239.41 and its 200-day moving average is $212.30. The stock has a market cap of $585.11 billion, a PE ratio of 21.98, a price-to-earnings-growth ratio of 2.42 and a beta of 0.34.

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

Insider Activity

In other news, EVP Timothy Schmid sold 22,623 shares of the firm's stock in a transaction dated Wednesday, February 18th. The shares were sold at an average price of $244.33, for a total transaction of $5,527,477.59. Following the completion of the transaction, the executive vice president owned 26,769 shares in the company, valued at approximately $6,540,469.77. This trade represents a 45.80% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is accessible through this link. Also, EVP Vanessa Broadhurst sold 6,197 shares of Johnson & Johnson stock in a transaction that occurred on 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 in the company, valued at $5,598,700.17. This represents a 21.22% decrease in their position. The SEC filing for this sale provides additional information. In the last 90 days, insiders have sold 30,142 shares of company stock valued at $7,360,528. 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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