Raleigh Capital Management Inc. Sells 4,297 Shares of Johnson & Johnson $JNJ

Key Points

• Raleigh Capital Management sold 4,297 shares of Johnson & Johnson, cutting its stake by 26.9% to 11,668 shares valued at $2.415 million, making J&J about 0.9% of the fund's portfolio and its 29th-largest holding.
• Multiple analysts have raised price targets (e.g., HSBC to $280, Morgan Stanley to $267), leaving a consensus rating of Moderate Buy with an average target around $238.17.
• Institutional investors own roughly 69.6% of J&J, while insiders have sold 30,142 shares worth $7.36 million in the last 90 days, indicating notable insider selling amid mixed market sentiment.

Raleigh Capital Management Inc. lowered its holdings in shares of Johnson & Johnson (NYSE:JNJ - Free Report) by 26.9% during the 4th quarter, according to the company in its most recent filing with the SEC. The fund owned 11,668 shares of the company's stock after selling 4,297 shares during the period. Johnson & Johnson comprises about 0.9% of Raleigh Capital Management Inc.'s investment portfolio, making the stock its 29th biggest position. Raleigh Capital Management Inc.'s holdings in Johnson & Johnson were worth $2,415,000 as of its most recent SEC filing.

Several other institutional investors and hedge funds also recently made changes to their positions in the business. Centennial Wealth Advisory LLC grew its holdings in shares of Johnson & Johnson by 2.2% during the 4th quarter. Centennial Wealth Advisory LLC now owns 2,284 shares of the company's stock valued at $473,000 after purchasing an additional 49 shares during the last quarter. Gleason Group Inc. grew its holdings 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 valued at $1,322,000 after purchasing an additional 50 shares during the last quarter. ACT Wealth Management LLC grew its holdings in shares of Johnson & Johnson by 3.9% during the 4th quarter. ACT Wealth Management LLC now owns 1,399 shares of the company's stock valued at $290,000 after purchasing an additional 52 shares during the last quarter. MBE Wealth Management LLC grew its holdings in shares of Johnson & Johnson by 3.1% during the 4th quarter. MBE Wealth Management LLC now owns 1,740 shares of the company's stock valued at $360,000 after purchasing an additional 52 shares during the last quarter. Finally, SOA Wealth Advisors LLC. grew its holdings in shares of Johnson & Johnson by 0.7% during the 3rd quarter. SOA Wealth Advisors LLC. now owns 7,392 shares of the company's stock valued at $1,371,000 after purchasing an additional 53 shares during the last quarter. Institutional investors own 69.55% of the company's stock.

Johnson & Johnson News Roundup

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.

Analysts Set New Price Targets

Several research firms recently commented on JNJ. HSBC increased their target price on shares of Johnson & Johnson from $265.00 to $280.00 and gave the company a "buy" rating in a report on Tuesday, March 17th. Wolfe Research raised their price target on shares of Johnson & Johnson from $225.00 to $240.00 and gave the stock an "outperform" rating in a report on Monday, January 5th. Rothschild & Co Redburn raised their price target on shares of Johnson & Johnson from $180.00 to $210.00 and gave the stock a "neutral" rating in a report on Thursday, February 19th. Morgan Stanley raised their price target on shares of Johnson & Johnson from $262.00 to $267.00 and gave the stock an "overweight" rating in a report on Friday. Finally, Royal Bank Of Canada reissued an "outperform" rating and issued a $255.00 price target on shares of Johnson & Johnson in a report on Monday, March 30th. One research analyst has rated the stock with a Strong Buy rating, seventeen have given a Buy rating and nine have assigned a Hold rating to the company. According to MarketBeat, the stock presently has a consensus rating of "Moderate Buy" and an average target price of $238.17.

Johnson & Johnson Price Performance

Shares of Johnson & Johnson stock opened at $238.34 on Friday. The firm has a market cap of $574.06 billion, a PE ratio of 21.57, a price-to-earnings-growth ratio of 2.39 and a beta of 0.34. Johnson & Johnson has a 12-month low of $146.12 and a 12-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's fifty day simple moving average is $241.29 and its two-hundred day simple moving average is $214.99.

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

Insider Transactions at Johnson & Johnson

In other news, EVP Timothy Schmid sold 1,322 shares of Johnson & Johnson 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 sale, the executive vice president owned 25,447 shares of the company's stock, valued at approximately $6,251,310.02. The trade was a 4.94% decrease in their position. The sale was disclosed in a document filed with the SEC, which is accessible through this hyperlink. Also, 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 transaction of $1,508,287.83. Following the sale, the executive vice president directly owned 23,003 shares in the company, valued at $5,598,700.17. The trade was a 21.22% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders have sold a total of 30,142 shares of company stock worth $7,360,528 in the last ninety days. Insiders own 0.16% of the company's stock.

About Johnson & Johnson

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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