Synergy Asset Management LLC Lowers Stake in Johnson & Johnson $JNJ

Key Points

• Synergy Asset Management cut its stake in Johnson & Johnson by 79% in Q4, selling 14,829 shares and leaving it with 3,942 shares worth about $816,000.
• Company insiders sold a total of 30,142 shares (~$7.36 million) over the past three months, including sizable sales by EVPs Timothy Schmid and Vanessa Broadhurst that materially reduced their positions.
• Positive catalysts include the EMA approval of DARZALEX for patient/caregiver subcutaneous administration—the first oncology injectable in Europe cleared for this use—and rising analyst price targets (many in the $250–$280 range), leaving an overall "Moderate Buy" consensus.

Synergy Asset Management LLC lessened its holdings in Johnson & Johnson (NYSE:JNJ - Free Report) by 79.0% in the 4th quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The institutional investor owned 3,942 shares of the company's stock after selling 14,829 shares during the period. Synergy Asset Management LLC's holdings in Johnson & Johnson were worth $816,000 as of its most recent filing with the Securities & Exchange Commission.

A number of other hedge funds also recently bought and sold shares of the business. LongView Wealth Management lifted its stake in Johnson & Johnson by 0.7% in the 4th quarter. LongView Wealth Management now owns 13,845 shares of the company's stock valued at $2,903,000 after buying an additional 103 shares in the last quarter. CMH Wealth Management LLC increased its stake in Johnson & Johnson by 12.4% during the 4th quarter. CMH Wealth Management LLC now owns 3,122 shares of the company's stock worth $646,000 after buying an additional 345 shares in the last quarter. Kathmere Capital Management LLC raised its holdings in shares of Johnson & Johnson by 8.4% during the fourth quarter. Kathmere Capital Management LLC now owns 39,536 shares of the company's stock valued at $8,182,000 after acquiring an additional 3,070 shares during the last quarter. NatWest Group plc raised its holdings in shares of Johnson & Johnson by 4.7% during the fourth quarter. NatWest Group plc now owns 57,381 shares of the company's stock valued at $11,875,000 after acquiring an additional 2,578 shares during the last quarter. Finally, Norden Group LLC lifted its position in shares of Johnson & Johnson by 3.1% in the fourth quarter. Norden Group LLC now owns 35,019 shares of the company's stock valued at $7,247,000 after acquiring an additional 1,059 shares in the last quarter. Hedge funds and other institutional investors own 69.55% of the company's stock.

Johnson & Johnson Price Performance

NYSE:JNJ opened at $240.39 on Friday. Johnson & Johnson has a 52 week low of $141.50 and a 52 week high of $251.71. The stock's fifty day moving average is $237.40 and its two-hundred day moving average is $210.69. The company has a market capitalization of $579.01 billion, a P/E ratio of 21.75, a P/E/G ratio of 2.37 and a beta of 0.34. 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 released its quarterly earnings results 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 EPS for the current year.

Johnson & Johnson Announces Dividend

The business also recently declared 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 dividend on an annualized basis and a dividend yield of 2.2%. Johnson & Johnson's dividend payout ratio (DPR) is currently 47.06%.

Analyst Upgrades and Downgrades

Several brokerages recently commented on JNJ. Daiwa Securities Group boosted their price target on Johnson & Johnson from $203.00 to $237.00 and gave the stock an "outperform" rating in a research report on Thursday, January 29th. HSBC upped their target price on shares of Johnson & Johnson from $265.00 to $280.00 and gave the stock a "buy" rating in a report on Tuesday, March 17th. UBS Group reiterated a "buy" rating on shares of Johnson & Johnson in a research report on Monday, January 5th. Royal Bank Of Canada boosted their price target on shares of Johnson & Johnson from $240.00 to $255.00 and gave the stock an "outperform" rating in a research report on Tuesday, February 3rd. Finally, Bank of America reiterated a "neutral" rating on shares of Johnson & Johnson in a report on Monday, March 2nd. One equities research analyst has rated the stock with a Strong Buy rating, seventeen have given a Buy rating and nine have given a Hold rating to the stock. According to data from MarketBeat, the company presently has an average rating of "Moderate Buy" and an average price target of $236.91.

Insider Buying and Selling

In other news, EVP Timothy Schmid sold 1,322 shares of the business's stock in a transaction that occurred on Friday, February 20th. The shares were sold at an average price of $245.66, for a total value of $324,762.52. Following the sale, the executive vice president directly 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 transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available at this hyperlink. Also, EVP Vanessa Broadhurst sold 6,197 shares of the company's 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 owned 23,003 shares in the company, valued at approximately $5,598,700.17. This represents a 21.22% 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 worth $7,360,528 over the last three months. Insiders own 0.16% of the company's stock.

Key Johnson & Johnson News

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

• Positive Sentiment: EMA/CHMP approved a Type II label variation allowing DARZALEX (daratumumab) subcutaneous injections to be administered by patients or trained caregivers (from dose five), covering all approved multiple myeloma indications — this is the first oncology injectable in Europe cleared for self/caregiver administration and should boost convenience, adherence and market penetration for a high‑margin oncology drug. Johnson & Johnson's DARZALEX becomes first oncology injectable approved for administration by patients or caregivers J&J’s Darzalex nets first self-administered cancer injectable approval
• Positive Sentiment: Technical setup shows a bull‑flag breakout attempt supported by key moving averages, signaling improving demand and potential upside toward higher Fibonacci extension targets — technical momentum can attract short‑term buyers and algorithmic flows. Johnson & Johnson (JNJ) Price Forecast: Bull Flag Signals Strength
• Positive Sentiment: Analyst sentiment is improving: several Street price targets and fair‑value estimates have moved higher (some in the $250–$280 range) and Erste slightly raised FY2027 EPS assumptions — supportive for medium‑term price momentum and analyst‑led flows. How The Story Is Shifting For Johnson & Johnson (JNJ) As Analyst Targets Rise A Q2 2026 Playbook for Navigating Market Uncertainty (JNJ)
• Neutral Sentiment: J&J’s pipeline and oncology positioning continue to be highlighted by analysts and sector pieces — longer‑term growth upside exists from new launches and immuno‑oncology trends, but timing and commercial ramp remain uncertain. J&J's Pipeline Surge Sets Up Stronger Growth From New Drugs in 2026
• Neutral Sentiment: Court/legal update: a large punitive damages award (~$950M) was overturned while a separate $16M talc verdict stands — this reduces headline legal overhang but some liabilities remain, so legal risk is diminished but not fully eliminated. Punitive damages award worth $950 million overturned against Johnson & Johnson (JNJ), $16M talc verdict stands
• Negative Sentiment: Near‑term revenue/earnings risks: analysts flag biosimilar pressure and loss‑of‑exclusivity for Stelara, and Street models foresee a possible single‑digit EPS decline in the upcoming quarter — these headwinds could limit upside until new drugs scale. Can New Drugs Drive J&J's Innovative Medicine Despite Stelara LOE? What You Need To Know Ahead of Johnson & Johnson's Earnings Release

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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