Willis Investment Counsel boosted its holdings in shares of Johnson & Johnson (NYSE:JNJ - Free Report) by 1.5% in the fourth quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 365,399 shares of the company's stock after purchasing an additional 5,264 shares during the period. Johnson & Johnson comprises 3.9% of Willis Investment Counsel's portfolio, making the stock its biggest holding. Willis Investment Counsel's holdings in Johnson & Johnson were worth $75,619,000 as of its most recent SEC filing.
A number of other hedge funds and other institutional investors have also recently added to or reduced their stakes in JNJ. AustralianSuper Pty Ltd raised its stake in shares of Johnson & Johnson by 632.0% in the third quarter. AustralianSuper Pty Ltd now owns 89,183 shares of the company's stock valued at $16,536,000 after acquiring an additional 77,000 shares during the last quarter. J.W. Cole Advisors Inc. raised its stake in shares of Johnson & Johnson by 2.2% in the third quarter. J.W. Cole Advisors Inc. now owns 130,934 shares of the company's stock valued at $24,278,000 after acquiring an additional 2,769 shares during the last quarter. Guinness Asset Management LTD raised its stake in shares of Johnson & Johnson by 0.4% in the third quarter. Guinness Asset Management LTD now owns 1,383,195 shares of the company's stock valued at $251,216,000 after acquiring an additional 5,994 shares during the last quarter. National Pension Service raised its stake in shares of Johnson & Johnson by 3.2% in the third quarter. National Pension Service now owns 4,926,569 shares of the company's stock valued at $913,484,000 after acquiring an additional 151,707 shares during the last quarter. Finally, Envestnet Asset Management Inc. raised its stake in shares of Johnson & Johnson by 4.4% in the third quarter. Envestnet Asset Management Inc. now owns 5,135,378 shares of the company's stock valued at $952,202,000 after acquiring an additional 214,830 shares during the last quarter. Institutional investors own 69.55% of the company's stock.
More Johnson & Johnson News
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.
Johnson & Johnson Stock Performance
JNJ stock opened at $238.34 on Monday. 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 company has a 50 day moving average price of $241.29 and a 200 day moving average price of $215.53. Johnson & Johnson has a fifty-two week low of $146.12 and a fifty-two week high of $251.71. The stock has a market capitalization of $574.06 billion, a PE ratio of 21.57, a price-to-earnings-growth ratio of 2.38 and a beta of 0.34.
Johnson & Johnson (NYSE:JNJ - Get Free Report) last posted its quarterly earnings data on Saturday, January 31st. The company reported $2.46 earnings per share 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 during the quarter. Analysts forecast that Johnson & Johnson will post 10.58 EPS for the current year.
Insiders Place Their Bets
In other Johnson & Johnson news, EVP Timothy Schmid sold 1,322 shares of Johnson & Johnson stock in a transaction on Friday, February 20th. The shares were sold at an average price of $245.66, for a total transaction of $324,762.52. Following the completion of 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 transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through the SEC website. Also, EVP Vanessa Broadhurst sold 6,197 shares of Johnson & Johnson stock in a transaction 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 sale, the executive vice president directly owned 23,003 shares of the company's stock, valued at $5,598,700.17. This represents a 21.22% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold a total of 30,142 shares of company stock valued at $7,360,528 in the last ninety days. Company insiders own 0.16% of the company's stock.
Wall Street Analyst Weigh In
A number of research analysts have recently issued reports on JNJ shares. Citigroup lifted their target price on shares of Johnson & Johnson from $274.00 to $285.00 and gave the company a "buy" rating in a research note on Tuesday, April 7th. Rothschild & Co Redburn lifted their target price on shares of Johnson & Johnson from $180.00 to $210.00 and gave the company a "neutral" rating in a research note on Thursday, February 19th. Sanford C. Bernstein lifted their target price on shares of Johnson & Johnson from $208.00 to $225.00 and gave the company a "market perform" rating in a research note on Friday, January 23rd. Wolfe Research lifted their target price on shares of Johnson & Johnson from $225.00 to $240.00 and gave the company an "outperform" rating in a research note on Monday, January 5th. Finally, Wall Street Zen cut shares of Johnson & Johnson from a "buy" rating to a "hold" rating in a research note on Saturday, February 14th. One investment analyst has rated the stock with a Strong Buy rating, seventeen have issued a Buy rating and nine have issued a Hold rating to the company's stock. According to data from MarketBeat.com, Johnson & Johnson has an average rating of "Moderate Buy" and a consensus target price of $238.17.
Get Our Latest Stock Report on Johnson & Johnson
About Johnson & Johnson
(
Free Report)
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.
See Also
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).
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