Triad Investment Management Invests $1.05 Million in Johnson & Johnson $JNJ

Triad Investment Management bought a new stake in shares of Johnson & Johnson (NYSE:JNJ) during the 4th quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The fund bought 5,064 shares of the company’s stock, valued at approximately $1,048,000. Johnson & Johnson makes up 1.1% of Triad Investment Management’s investment portfolio, making the stock its 27th largest holding.

A number of other hedge funds also recently made changes to their positions in the stock. Abich Financial Wealth Management LLC bought a new stake in shares of Johnson & Johnson during the 3rd quarter valued at $26,000. Evolution Wealth Management Inc. purchased a new stake in Johnson & Johnson in the 2nd quarter worth $27,000. Clayton Financial Group LLC bought a new stake in Johnson & Johnson during the third quarter valued at about $28,000. Semmax Financial Advisors Inc. lifted its position in shares of Johnson & Johnson by 55.0% in the second quarter. Semmax Financial Advisors Inc. now owns 203 shares of the company’s stock valued at $31,000 after acquiring an additional 72 shares in the last quarter. Finally, Turning Point Benefit Group Inc. bought a new position in shares of Johnson & Johnson in the third quarter worth about $41,000. 69.55% of the stock is currently owned by institutional investors.

Analyst Ratings Changes

JNJ has been the topic of several recent analyst reports. Royal Bank Of Canada reissued an “outperform” rating and set a $255.00 target price on shares of Johnson & Johnson in a research note on Monday, March 30th. Leerink Partners increased their price objective on shares of Johnson & Johnson from $201.00 to $232.00 and gave the company a “market perform” rating in a report on Thursday, January 22nd. Freedom Capital cut shares of Johnson & Johnson from a “strong-buy” rating to a “hold” rating in a research report on Friday, January 16th. The Goldman Sachs Group reissued a “buy” rating and issued a $250.00 target price on shares of Johnson & Johnson in a report on Thursday, January 22nd. Finally, TD Cowen raised their target price on shares of Johnson & Johnson from $222.00 to $250.00 and gave the company a “buy” rating in a research note on Thursday, January 22nd. One investment analyst has rated the stock with a Strong Buy rating, seventeen have issued a Buy rating and nine have given a Hold rating to the stock. According to data from MarketBeat.com, Johnson & Johnson has a consensus rating of “Moderate Buy” and a consensus target price of $236.91.

Key Headlines Impacting Johnson & Johnson

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

• Positive Sentiment: Royalty Pharma signed a $500M R&D deal with J&J to support an experimental autoimmune antibody — a meaningful near‑term collaboration and capital inflow that supports JNJ’s pipeline value. Royalty Pharma, Johnson & Johnson Strike $500M Autoimmune Drug Deal
• Positive Sentiment: New randomized controlled trial data presented at ACC 2026 and published in JACC bolster JNJ’s pharma/MedTech credibility — supports revenue upside from adoption of cardiovascular products. Why Johnson & Johnson (JNJ) Is One of the Best Pharma Stocks to Invest in Now
• Positive Sentiment: Analysts and dividend trackers expect J&J to announce another dividend increase in April, reinforcing its income profile for income‑oriented investors. 7 Dividend Increases Expected In April 2026
• Neutral Sentiment: JNJ has become a trending stock on retail/analysis platforms, increasing attention and trading flows but not necessarily changing fundamentals. Johnson & Johnson (JNJ) Is a Trending Stock: Facts to Know Before Betting on It
• Neutral Sentiment: JNJ’s history of earnings beats and solid margins keeps expectations elevated; investors will watch the next report closely for confirmation. Will Johnson & Johnson (JNJ) Beat Estimates Again in Its Next Earnings Report?
• Negative Sentiment: MedTech preview notes China weakness as a potential headwind for Q1 MedTech revenue — regional softness could pressure sales versus expectations. JNJ Q1 MedTech Preview: Key Drivers and China Headwinds to Watch
• Negative Sentiment: After a ~61% one‑year rally, some outlets question valuation and whether upside is limited from current levels — valuation concerns can amplify selling on weakness. Is It Too Late To Consider Johnson & Johnson (JNJ) After Its 61% One-Year Surge?
• Negative Sentiment: Bridgewater’s Ray Dalio trimming his JNJ stake was reported — large-manager trimming can be read negatively by some investors even if position sizes are modest. Johnson & Johnson (JNJ): Billionaire Ray Dalio Trims Position

Insiders Place Their Bets

In other Johnson & Johnson news, EVP Timothy Schmid sold 22,623 shares of Johnson & Johnson stock in a transaction 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 directly owned 26,769 shares of the company’s stock, valued at $6,540,469.77. This trade represents a 45.80% decrease in their position. The sale was disclosed in a filing with the SEC, which is available at this link. Also, 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 sale, the executive vice president owned 23,003 shares in the company, valued at $5,598,700.17. This represents a 21.22% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders sold a total of 30,142 shares of company stock valued at $7,360,528 over the last three months. Corporate insiders own 0.16% of the company’s stock.

Johnson & Johnson Price Performance

Shares of Johnson & Johnson stock opened at $242.93 on Friday. The firm has a market cap of $585.11 billion, a PE ratio of 21.98, a PEG ratio of 2.41 and a beta of 0.34. The stock has a 50 day moving average of $239.86 and a 200 day moving average of $212.75. The company has a current ratio of 1.03, a quick ratio of 0.77 and a debt-to-equity ratio of 0.48. Johnson & Johnson has a 12 month low of $141.50 and a 12 month high of $251.71.

Johnson & Johnson (NYSE:JNJ) last posted its earnings results on Saturday, January 31st. The company reported $2.46 EPS for the quarter. Johnson & Johnson had a return on equity of 33.04% and a net margin of 28.46%.The firm had revenue of $24.28 billion during the quarter. On average, research analysts expect that Johnson & Johnson will post 10.58 EPS for the current fiscal year.

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.