Naviter Wealth LLC Decreases Position in Johnson & Johnson $JNJ

Naviter Wealth LLC lowered its holdings in Johnson & Johnson (NYSE:JNJ) by 12.1% in the fourth quarter, according to its most recent Form 13F filing with the SEC. The fund owned 20,030 shares of the company’s stock after selling 2,764 shares during the period. Naviter Wealth LLC’s holdings in Johnson & Johnson were worth $4,145,000 at the end of the most recent reporting period.

A number of other institutional investors and hedge funds have also recently bought and sold shares of JNJ. Brighton Jones LLC boosted its holdings in Johnson & Johnson by 13.9% in the fourth quarter. Brighton Jones LLC now owns 51,876 shares of the company’s stock valued at $7,502,000 after purchasing an additional 6,332 shares during the last quarter. United Bank boosted its holdings in Johnson & Johnson by 110.7% in the first quarter. United Bank now owns 9,279 shares of the company’s stock valued at $1,539,000 after purchasing an additional 4,876 shares during the last quarter. Sivia Capital Partners LLC boosted its holdings 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 purchasing an additional 692 shares during the last quarter. Wealth Group Ltd. boosted its holdings in Johnson & Johnson by 12.8% in the second quarter. Wealth Group Ltd. now owns 1,482 shares of the company’s stock valued at $226,000 after purchasing an additional 168 shares during the last quarter. Finally, Schnieders Capital Management LLC. boosted its holdings in Johnson & Johnson by 9.8% in the second 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 last quarter. Hedge funds and other institutional investors own 69.55% of the company’s stock.

Johnson & Johnson Trading Down 1.2%

Shares of NYSE JNJ opened at $238.34 on Friday. The stock’s 50 day moving average price is $241.29 and its two-hundred day moving average price is $214.99. Johnson & Johnson has a 52-week low of $146.12 and a 52-week high of $251.71. The stock has a market capitalization of $574.06 billion, a P/E ratio of 21.57, a PEG ratio of 2.39 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) last announced its quarterly earnings data on Saturday, January 31st. The company reported $2.46 earnings per share (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 for the quarter. On average, analysts anticipate that Johnson & Johnson will post 10.58 earnings per share for the current fiscal year.

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.

Wall Street Analysts Forecast Growth

JNJ has been the subject of a number of analyst reports. Argus increased their price target on Johnson & Johnson from $210.00 to $240.00 in a report on Friday, January 23rd. Barclays increased their price target on Johnson & Johnson from $217.00 to $234.00 and gave the company an “equal weight” rating in a report on Thursday, March 19th. 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 report on Thursday, February 19th. Bank of America restated a “neutral” rating on shares of Johnson & Johnson in a research note on Monday, March 2nd. Finally, Wolfe Research upped their price objective on Johnson & Johnson from $225.00 to $240.00 and gave the company an “outperform” rating in a research note on Monday, January 5th. One investment analyst has rated the stock with a Strong Buy rating, seventeen have given a Buy rating and nine have issued a Hold rating to the company’s stock. Based on data from MarketBeat.com, Johnson & Johnson has an average rating of “Moderate Buy” and an average target price of $238.17.

Insider Buying and Selling

In other news, EVP Vanessa Broadhurst sold 6,197 shares of the 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 sale, the executive vice president directly owned 23,003 shares in the company, valued at approximately $5,598,700.17. This represents a 21.22% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through the SEC website. Also, EVP Timothy Schmid sold 1,322 shares of the stock in a transaction that occurred on Friday, February 20th. The stock was sold at an average price of $245.66, for a total value of $324,762.52. Following the sale, the executive vice president owned 25,447 shares in the company, valued at $6,251,310.02. The trade was a 4.94% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold a total of 30,142 shares of company stock worth $7,360,528 over the last quarter. 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.