QV Investors Inc. Sells 55,980 Shares of Johnson & Johnson $JNJ

Key Points

• QV Investors cut its Johnson & Johnson stake by 39.9% in Q4, selling 55,980 shares and leaving 84,410 shares valued at about $17.47 million (roughly 1.4% of the fund and its 25th largest holding).
• Insiders sold 30,142 J&J shares last quarter — including EVP Timothy Schmid (22,623 shares) and EVP Vanessa Broadhurst (6,197) — totaling roughly $7.36 million and leaving insiders with about 0.16% ownership.
• Analyst sentiment remains broadly positive with a consensus rating of "Moderate Buy" and a consensus price target near $237.57, while firms like Citigroup and Guggenheim have recently raised targets.

QV Investors Inc. cut its stake in Johnson & Johnson (NYSE:JNJ - Free Report) by 39.9% in the fourth quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 84,410 shares of the company's stock after selling 55,980 shares during the period. Johnson & Johnson accounts for about 1.4% of QV Investors Inc.'s investment portfolio, making the stock its 25th biggest position. QV Investors Inc.'s holdings in Johnson & Johnson were worth $17,469,000 as of its most recent filing with the Securities and Exchange Commission.

Other institutional investors and hedge funds have also modified their holdings of the company. Abich Financial Wealth Management LLC bought a new stake in shares of Johnson & Johnson during the third quarter worth approximately $26,000. Clayton Financial Group LLC bought a new stake in shares of Johnson & Johnson during the third quarter worth approximately $28,000. Evolution Wealth Management Inc. bought a new stake in shares of Johnson & Johnson during the second quarter worth approximately $27,000. Semmax Financial Advisors Inc. raised its stake in shares of Johnson & Johnson by 55.0% during the second quarter. Semmax Financial Advisors Inc. now owns 203 shares of the company's stock worth $31,000 after buying an additional 72 shares during the last quarter. Finally, Turning Point Benefit Group Inc. bought a new stake in shares of Johnson & Johnson during the third quarter worth approximately $41,000. 69.55% of the stock is owned by institutional investors.

Insider Activity at Johnson & Johnson

In other news, EVP Timothy Schmid sold 22,623 shares of the company's stock in a transaction that occurred on 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 in the company, valued at $6,540,469.77. This represents a 45.80% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available through the SEC website. Also, EVP Vanessa Broadhurst sold 6,197 shares of the company's stock in a transaction that occurred on Tuesday, February 17th. The shares were 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 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 quarter. Corporate insiders own 0.16% of the company's stock.

Johnson & Johnson News Summary

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

• Positive Sentiment: Citigroup raised its price target to $285 and kept a "buy" rating, implying roughly 20% upside from recent levels — a notable analyst vote of confidence for JNJ's outlook. Read More.
• Positive Sentiment: Guggenheim also nudged up its target to $244 and maintained a "buy" rating, adding incremental analyst support for the stock. Read More.
• Positive Sentiment: JNJ received CE‑Mark clearance and launched the next‑gen VARIPULSE Pro PFA catheter in Europe — a commercial milestone that should support MedTech sales growth in international markets. Read More.
• Positive Sentiment: Specialty therapy updates: JNJ secured a permanent US reimbursement code for bladder cancer drug INLEXZO, reported 52‑week efficacy for ICOTYDE in psoriasis, and struck an exclusive Japan distribution deal for SIRTURO (drug‑resistant TB). These moves improve commercial visibility and address previous undervaluation arguments. Read More.
• Neutral Sentiment: Technical / timing note: Dow Jones/Investors.com flagged JNJ as in or near a buy zone — bullish from a trading setup perspective but not a fundamental catalyst. Read More.
• Neutral Sentiment: Analyst consensus remains around "Moderate Buy," reflecting broad analyst support but not unanimous enthusiasm; watch for further analyst commentary and earnings updates. Read More.
• Neutral Sentiment: Longer‑term comparison pieces (e.g., JNJ vs KO) highlight JNJ's dividend durability and oncology growth but don't present immediate price catalysts. Read More.

Analyst Upgrades and Downgrades

A number of equities research analysts recently weighed in on JNJ shares. Leerink Partners boosted their price target on shares of Johnson & Johnson from $201.00 to $232.00 and gave the stock a "market perform" rating in a research note on Thursday, January 22nd. Royal Bank Of Canada reissued an "outperform" rating and set a $255.00 price target on shares of Johnson & Johnson in a research note on Monday, March 30th. Stifel Nicolaus boosted their price target on shares of Johnson & Johnson from $205.00 to $220.00 and gave the stock a "hold" rating in a research note on Thursday, January 22nd. Scotiabank reissued an "outperform" rating on shares of Johnson & Johnson in a research note on Thursday, January 22nd. Finally, Wall Street Zen cut shares of Johnson & Johnson from a "buy" rating to a "hold" rating in a report on Saturday, February 14th. 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 company's stock. According to MarketBeat.com, the company has a consensus rating of "Moderate Buy" and a consensus price target of $237.57.

Johnson & Johnson Stock Down 1.0%

Johnson & Johnson stock opened at $238.47 on Wednesday. The stock has a market capitalization of $574.38 billion, a PE ratio of 21.58, a price-to-earnings-growth ratio of 2.41 and a beta of 0.34. Johnson & Johnson has a twelve month low of $141.50 and a twelve month high of $251.71. The company has a quick ratio of 0.77, a current ratio of 1.03 and a debt-to-equity ratio of 0.48. The company has a 50 day moving average of $240.53 and a 200-day moving average of $214.17.

Johnson & Johnson (NYSE:JNJ - Get Free Report) last released its quarterly earnings results on Saturday, January 31st. The company reported $2.46 earnings per share for the quarter. The company 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%. On average, equities research analysts anticipate that Johnson & Johnson will post 10.58 EPS for the current fiscal year.

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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