Wilmington Savings Fund Society FSB Sells 102,362 Shares of Johnson & Johnson $JNJ

Key Points

• Wilmington Savings Fund Society FSB sold 102,362 shares of Johnson & Johnson, cutting its stake by 21.9% to 364,729 shares valued at about $67.63 million (≈1.6% of its portfolio, J&J is its 11th largest holding).
• Regulatory and analyst catalysts are positive: the FDA approved ICOTYDE (J&J’s oral IL‑23R psoriasis pill), and HSBC raised its price target to $280 while reaffirming a Buy rating.
• Recent company context: JNJ trades near $237 with a $571B market cap, pays an annual dividend of $5.20 (≈2.2% yield), and insiders have sold roughly 30,142 shares in the past 90 days.

Wilmington Savings Fund Society FSB lowered its stake in Johnson & Johnson (NYSE:JNJ - Free Report) by 21.9% during the third quarter, according to the company in its most recent Form 13F filing with the SEC. The fund owned 364,729 shares of the company's stock after selling 102,362 shares during the quarter. Johnson & Johnson makes up approximately 1.6% of Wilmington Savings Fund Society FSB's investment portfolio, making the stock its 11th largest position. Wilmington Savings Fund Society FSB's holdings in Johnson & Johnson were worth $67,628,000 as of its most recent SEC filing.

Several other large investors have also recently bought and sold shares of JNJ. Brighton Jones LLC boosted its holdings in shares of Johnson & Johnson by 13.9% in the 4th quarter. Brighton Jones LLC now owns 51,876 shares of the company's stock valued at $7,502,000 after buying an additional 6,332 shares during the last quarter. United Bank raised its position in Johnson & Johnson by 110.7% during the first quarter. United Bank now owns 9,279 shares of the company's stock worth $1,539,000 after acquiring an additional 4,876 shares in the last quarter. Sivia Capital Partners LLC lifted its stake in Johnson & Johnson by 13.4% in the second quarter. Sivia Capital Partners LLC now owns 5,863 shares of the company's stock valued at $896,000 after acquiring an additional 692 shares during the last quarter. Wealth Group Ltd. increased its stake in shares of Johnson & Johnson by 12.8% during the 2nd quarter. Wealth Group Ltd. now owns 1,482 shares of the company's stock worth $226,000 after purchasing an additional 168 shares during the last quarter. Finally, Schnieders Capital Management LLC. raised its holdings in shares of Johnson & Johnson by 9.8% in the 2nd quarter. Schnieders Capital Management LLC. now owns 73,680 shares of the company's stock valued at $11,255,000 after purchasing an additional 6,584 shares during the period. 69.55% of the stock is owned by institutional investors and hedge funds.

Trending Headlines about Johnson & Johnson

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

• Positive Sentiment: FDA approves ICOTYDE (icotrokinra), J&J’s once‑daily oral IL‑23R psoriasis pill — a first‑in‑class targeted oral peptide that competes with injectable blockbusters (Tremfya, Skyrizi). Approval expands J&J’s dermatology franchise and could drive higher pharma revenue and pricing leverage over time. US FDA approves J&J's oral psoriasis pill
• Positive Sentiment: HSBC raised its price target to $280 and reaffirmed a Buy rating, citing healthcare strength and J&J’s multi‑product resilience — the upgrade signals analyst conviction and creates a clear upside reference point for momentum investors. HSBC Raises Johnson & Johnson Price Target to $280
• Positive Sentiment: Bullish investor commentary (e.g., The Motley Fool) highlights J&J’s diversified revenue streams, billion‑dollar products and defensive characteristics, reinforcing buy‑and‑hold narratives that can support multiple expansion and steady inflows. 2 Reasons to Buy Johnson & Johnson Stock Like There's No Tomorrow
• Neutral Sentiment: Industry research forecasts growth in device markets (e.g., intracranial pressure monitoring) but lists Medtronic among leaders — limited direct implication for J&J unless J&J pursues M&A or product launches in this niche. Useful background for long‑term medtech exposure. Global Intracranial Pressure Monitoring Devices Market Size/Share
• Neutral Sentiment: Comparative analyst pieces (J&J vs Merck) highlight tradeoffs for healthcare investors — valuation, pipeline depth and margin stability matter, but these are longer‑horizon considerations vs. the immediate FDA and analyst news. J&J or Merck? Key Factors Investors Must Weigh Right Now
• Negative Sentiment: JNJ experienced a short‑term pullback (reported slide ~2% on March 17) — this could reflect market rotation, profit‑taking after a strong run, or headline digestion; keep an eye on volume and whether selling persists. Johnson & Johnson (JNJ) Stock Slides as Market Rises

Johnson & Johnson Trading Down 0.4%

JNJ stock opened at $237.15 on Thursday. Johnson & Johnson has a 52 week low of $141.50 and a 52 week high of $251.71. The company has a market capitalization of $571.21 billion, a PE ratio of 21.46, a price-to-earnings-growth ratio of 2.35 and a beta of 0.34. The company's 50-day simple moving average is $233.95 and its 200 day simple moving average is $207.76. The company has a debt-to-equity ratio of 0.48, a quick ratio of 0.77 and a current ratio of 1.03.

Johnson & Johnson (NYSE:JNJ - Get Free Report) last issued 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 business had revenue of $24.28 billion during the quarter. As a group, sell-side analysts anticipate that Johnson & Johnson will post 10.58 earnings per share for the current year.

Johnson & Johnson Dividend Announcement

The business also recently declared a quarterly dividend, which was paid on Tuesday, March 10th. Investors of record on Tuesday, February 24th were given a dividend of $1.30 per share. The ex-dividend date of this dividend was Tuesday, February 24th. This represents a $5.20 dividend on an annualized basis and a yield of 2.2%. Johnson & Johnson's dividend payout ratio is currently 47.06%.

Insiders Place Their Bets

In related news, EVP Vanessa Broadhurst sold 6,197 shares of the company's 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 completion of the sale, the executive vice president owned 23,003 shares of the company's stock, valued at $5,598,700.17. This represents a 21.22% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is available through the SEC website. Also, 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 directly owned 26,769 shares in the company, valued at approximately $6,540,469.77. This represents a 45.80% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. In the last 90 days, insiders have sold 30,142 shares of company stock worth $7,360,528. Corporate insiders own 0.16% of the company's stock.

Wall Street Analyst Weigh In

A number of equities analysts have weighed in on the company. Wells Fargo & Company boosted their price target on Johnson & Johnson from $230.00 to $240.00 and gave the stock an "overweight" rating in a research report on Thursday, January 22nd. Rothschild & Co Redburn increased their price target on Johnson & Johnson from $180.00 to $210.00 and gave the company a "neutral" rating in a research note on Thursday, February 19th. Bank of America reaffirmed a "neutral" rating on shares of Johnson & Johnson in a research report on Monday, March 2nd. Loop Capital set a $220.00 target price on shares of Johnson & Johnson in a report on Tuesday, January 27th. Finally, Weiss Ratings restated a "buy (b)" rating on shares of Johnson & Johnson in a research report on Wednesday, January 28th. One equities research 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 company presently has a consensus rating of "Moderate Buy" and a consensus target price of $236.17.

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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