Johnson & Johnson $JNJ Shares Sold by CI Investments Inc.

CI Investments Inc. reduced its holdings in shares of Johnson & Johnson (NYSE:JNJ) by 6.2% during the 3rd quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 108,975 shares of the company’s stock after selling 7,161 shares during the period. CI Investments Inc.’s holdings in Johnson & Johnson were worth $20,206,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Several other institutional investors have also added to or reduced their stakes in JNJ. Abich Financial Wealth Management LLC acquired a new stake in Johnson & Johnson in the 3rd quarter worth approximately $26,000. Clayton Financial Group LLC acquired a new stake in shares of Johnson & Johnson during the third quarter worth $28,000. Evolution Wealth Management Inc. purchased a new stake in shares of Johnson & Johnson during the second quarter valued at $27,000. Semmax Financial Advisors Inc. increased its position in shares of Johnson & Johnson by 55.0% in the 2nd quarter. Semmax Financial Advisors Inc. now owns 203 shares of the company’s stock valued at $31,000 after acquiring an additional 72 shares during the period. Finally, Compass Financial Services Inc raised its stake in Johnson & Johnson by 707.1% in the 3rd quarter. Compass Financial Services Inc now owns 226 shares of the company’s stock worth $42,000 after acquiring an additional 198 shares during the last quarter. Institutional investors and hedge funds own 69.55% of the company’s stock.

Johnson & Johnson Trading Down 0.7%

Johnson & Johnson stock opened at $246.77 on Wednesday. The firm has a market cap of $594.69 billion, a PE ratio of 22.33, a P/E/G ratio of 2.41 and a beta of 0.34. Johnson & Johnson has a 12 month low of $141.50 and a 12 month high of $251.71. The stock’s 50 day simple moving average is $226.32 and its two-hundred day simple moving average is $203.01. 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 (NYSE:JNJ) last posted its earnings results 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 anticipate that Johnson & Johnson will post 10.58 earnings per share for the current year.

Johnson & Johnson Announces Dividend

The company also recently announced a quarterly dividend, which will be paid on Tuesday, March 10th. Stockholders of record on Tuesday, February 24th will be paid a dividend of $1.30 per share. This represents a $5.20 annualized dividend and a dividend yield of 2.1%. The ex-dividend date of this dividend is Tuesday, February 24th. Johnson & Johnson’s dividend payout ratio is presently 47.06%.

Key Stories Impacting Johnson & Johnson

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

• Positive Sentiment: Nipocalimab earned a U.S. FDA Fast Track designation for systemic lupus erythematosus (SLE), accelerating development and review timelines and supporting the therapy’s commercial potential if Phase 3 confirms benefit. This reduces regulatory risk for a late‑stage immunology asset. Johnson & Johnson therapy nipocalimab granted U.S. FDA Fast Track designation in systemic lupus erythematosus (SLE)
• Positive Sentiment: Management and analysts point to immunology and neuroscience (Tremfya, Caplyta, Spravato) as key growth drivers that are offsetting revenue pressure from Stelara’s loss of exclusivity — supporting medium‑term top‑line resilience. Immunology, Neuroscience Step Up as Key Growth Engines for J&J
• Positive Sentiment: Early clinical results for the prostate cancer candidate pasritamig were described as encouraging with plans toward Phase 3—an oncology win could be materially value‑accretive if later‑stage trials succeed. Johnson And Johnson Weighs Drug Breakthroughs Against Possible DePuy Synthes Sale
• Neutral Sentiment: JNJ presented at the TD Cowen health‑care conference (transcript available) — useful for detail on pipeline timelines and management tone but not an immediate catalyst absent new disclosures. Johnson & Johnson (JNJ) Presents at TD Cowen 46th Annual Health Care Conference Transcript
• Neutral Sentiment: JNJ scheduled its Q1 results call for April 14 — a routine event that will be the next formal opportunity for management to update guidance and pipeline timing. Johnson & Johnson to Host Investor Conference Call on First-Quarter Results
• Neutral Sentiment: Dividend/income outlets continue to feature JNJ as a top dividend stock, reinforcing its appeal to income investors but not necessarily a near‑term price catalyst. 5 Top Dividend Stocks for March 2026: Chevron (CVX) and Johnson & Johnson (JNJ) Lead the Pack
• Negative Sentiment: Bank of America reiterated a Hold with a note that oncology‑driven estimates are higher but upside is limited, which can curb bullish momentum and keep valuation upside constrained. Balanced Outlook on Johnson & Johnson: Higher Oncology-Driven Estimates but Limited Upside Justify Hold Rating
• Negative Sentiment: Reports that J&J is exploring strategic options for its DePuy Synthes orthopedics unit, including a possible sale that could exceed $20B, introduce near‑term uncertainty (timing, tax/structural outcomes) that can pressure the stock despite potential long‑term value realization. Johnson And Johnson Weighs Drug Breakthroughs Against Possible DePuy Synthes Sale

Analyst Upgrades and Downgrades

Several analysts have weighed in on JNJ shares. Argus boosted their price target on Johnson & Johnson from $210.00 to $240.00 in a research note on Friday, January 23rd. Stifel Nicolaus upped their target price on Johnson & Johnson from $205.00 to $220.00 and gave the company a “hold” rating in a research report on Thursday, January 22nd. Guggenheim raised their price target on shares of Johnson & Johnson from $227.00 to $240.00 and gave the stock a “buy” rating in a research report on Friday, January 23rd. TD Cowen upped their price objective on shares of Johnson & Johnson from $222.00 to $250.00 and gave the company a “buy” rating in a report on Thursday, January 22nd. Finally, Daiwa Securities Group increased their price objective on shares of Johnson & Johnson from $203.00 to $237.00 and gave the stock an “outperform” rating in a research note on Thursday, January 29th. One research 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. According to MarketBeat, the company presently has a consensus rating of “Moderate Buy” and an average target price of $232.70.

Insider Transactions at Johnson & Johnson

In other Johnson & Johnson news, EVP Vanessa Broadhurst sold 6,197 shares of the firm’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 value of $1,508,287.83. Following the sale, the executive vice president directly owned 23,003 shares of the company’s stock, valued at approximately $5,598,700.17. This trade represents a 21.22% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this hyperlink. Also, EVP Timothy Schmid sold 1,322 shares of the company’s 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 transaction, 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 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 90 days. Insiders own 0.16% of the company’s stock.

Johnson & Johnson 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.