Johnson & Johnson (NYSE:JNJ) Stock Price Down 2.1% – Here’s What Happened

Johnson & Johnson (NYSE:JNJ)’s share price fell 2.1% on Tuesday . The company traded as low as $237.22 and last traded at $238.1790. 7,099,391 shares changed hands during mid-day trading, a decline of 21% from the average session volume of 9,038,657 shares. The stock had previously closed at $243.19.

Key Headlines Impacting Johnson & Johnson

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

• Positive Sentiment: HSBC raised its price target on JNJ to $280 and assigned a “buy” rating, implying roughly mid-teens upside from current levels — a direct analyst endorsement that could support further upside if investors follow suit. HSBC raises JNJ price target to $280
• Positive Sentiment: Multiple analyst pieces highlight a path to $280, citing strong recent performance (JNJ has outperformed over the past year) and pipeline/portfolio catalysts — these bullish narratives can attract buyers and lift sentiment. Why One Analyst Thinks Johnson & Johnson Reaches $280 Why One Analyst Thinks Johnson & Johnson Reaches $280 (247WallSt)
• Positive Sentiment: Clinical/regulatory progress: J&J reported a positive Phase I result for its bladder cancer therapy (Erda‑iDRS) with strong response and durable control, and is advancing mid/late‑stage studies — clinical wins can materially improve biotech valuation optionality. JNJ’s Bladder Cancer Therapy Meets Key Goal in Early-Stage Study
• Positive Sentiment: Teclistamab (TECVAYLI) push in oncology: J&J filed a Type II variation with the EMA seeking approval for TECVAYLI in relapsed/refractory multiple myeloma — successful labeling in Europe would expand commercial opportunity. JNJ Targets Opportunities around Multiple Myeloma with TECVAYLI
• Positive Sentiment: Medical device expansion: J&J launched a pulsed field ablation (PFA) technology in Peru for atrial fibrillation, demonstrating ongoing commercialization of new device technology that can support durable med‑tech revenue growth. Johnson & Johnson Drives Innovation in Pulsed Field Ablation with Peru Launch
• Neutral Sentiment: Market context/valuation check: Several writeups ask whether JNJ still offers value after strong multi‑year gains; these pieces analyze implied expectations and could temper some investors’ enthusiasm while others view the run as evidence of momentum. Is It Time To Reassess Johnson & Johnson After Strong Multi Year Share Price Gains
• Neutral Sentiment: Technical/market commentary suggests an extended rally where buyers may need patience — helpful for timing but not an immediate fundamental change. Johnson & Johnson (JNJ) Forecast: Extended Rally Signals Patience for Buyers
• Neutral Sentiment: Related industry news (Monte Rosa supply agreement) appears in feeds but does not directly affect JNJ fundamentals; treat as background. Monte Rosa Therapeutics Announces Clinical Supply Agreement
• Negative Sentiment: Near‑term sell pressure/profit‑taking: despite the positive analyst calls and pipeline news, JNJ is trading lower today — likely reflecting short‑term profit‑taking after strong YTD and 1‑year gains, plus below‑average intraday volume, which can amplify downward moves.

Wall Street Analyst Weigh In

A number of equities analysts have recently commented on the company. Barclays raised their price target on Johnson & Johnson from $197.00 to $217.00 and gave the stock an “equal weight” rating in a report on Tuesday, December 30th. Citigroup increased their price objective on Johnson & Johnson from $250.00 to $274.00 and gave the stock a “buy” rating in a report on Wednesday, March 11th. Freedom Capital lowered Johnson & Johnson from a “strong-buy” rating to a “hold” rating in a report on Friday, January 16th. Morgan Stanley set a $262.00 price target on shares of Johnson & Johnson and gave the stock an “overweight” rating in a report on Wednesday, January 28th. Finally, Daiwa Securities Group raised their price objective on shares of Johnson & Johnson from $203.00 to $237.00 and gave the company an “outperform” rating in a research report on Thursday, January 29th. One investment analyst has rated the stock with a Strong Buy rating, seventeen have given a Buy rating and nine have assigned a Hold rating to the company’s stock. According to MarketBeat, the stock currently has a consensus rating of “Moderate Buy” and a consensus price target of $236.57.

Johnson & Johnson Price Performance

The company has a market capitalization of $573.68 billion, a PE ratio of 21.55, a price-to-earnings-growth ratio of 2.38 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. The firm’s 50-day moving average is $232.69 and its 200-day moving average is $207.13.

Johnson & Johnson (NYSE:JNJ) last released its quarterly earnings results on Saturday, January 31st. The company reported $2.46 earnings per share for the quarter. Johnson & Johnson had a return on equity of 33.04% and a net margin of 28.46%.The business had revenue of $24.28 billion for the quarter. Equities analysts predict that Johnson & Johnson will post 10.58 earnings per share for the current fiscal year.

Johnson & Johnson Announces Dividend

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

Insider Activity at Johnson & Johnson

In related news, EVP Timothy Schmid sold 1,322 shares of the 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 transaction, the executive vice president owned 25,447 shares of the company’s stock, valued at approximately $6,251,310.02. This trade represents a 4.94% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this link. Also, EVP Vanessa Broadhurst sold 6,197 shares of the business’s 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 completion of 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 ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. In the last ninety days, insiders sold 30,142 shares of company stock valued at $7,360,528. 0.16% of the stock is owned by insiders.

Institutional Investors Weigh In On Johnson & Johnson

A number of hedge funds and other institutional investors have recently modified their holdings of the stock. Blueline Advisors LLC bought a new position in shares of Johnson & Johnson in the fourth quarter worth approximately $25,000. Cresta Advisors Ltd. bought a new stake in Johnson & Johnson during the 4th quarter valued at $26,000. Abich Financial Wealth Management LLC purchased a new stake in Johnson & Johnson during the 3rd quarter valued at $26,000. DecisionPoint Financial LLC grew its holdings in Johnson & Johnson by 104.2% in the 4th quarter. DecisionPoint Financial LLC now owns 147 shares of the company’s stock worth $30,000 after acquiring an additional 75 shares during the last quarter. Finally, Bay Harbor Wealth Management LLC increased its position in shares of Johnson & Johnson by 49.0% in the fourth quarter. Bay Harbor Wealth Management LLC now owns 149 shares of the company’s stock valued at $31,000 after acquiring an additional 49 shares during the period. Institutional investors own 69.55% 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.