Humankind Investments LLC Lowers Stake in Johnson & Johnson $JNJ

Humankind Investments LLC cut its stake in Johnson & Johnson (NYSE:JNJ) by 10.1% during the third quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 19,610 shares of the company’s stock after selling 2,212 shares during the period. Johnson & Johnson comprises about 0.8% of Humankind Investments LLC’s investment portfolio, making the stock its 18th largest position. Humankind Investments LLC’s holdings in Johnson & Johnson were worth $3,636,000 as of its most recent filing with the Securities and Exchange Commission.

A number of other institutional investors and hedge funds also recently added to or reduced their stakes in JNJ. Norges Bank bought a new position in Johnson & Johnson in the 2nd quarter worth about $4,877,174,000. Laurel Wealth Advisors LLC raised its stake in shares of Johnson & Johnson by 15,040.6% during the second quarter. Laurel Wealth Advisors LLC now owns 7,420,699 shares of the company’s stock valued at $1,133,512,000 after acquiring an additional 7,371,687 shares in the last quarter. Capital International Investors boosted its holdings in shares of Johnson & Johnson by 545.6% in the third quarter. Capital International Investors now owns 3,865,050 shares of the company’s stock valued at $716,657,000 after purchasing an additional 3,266,354 shares during the period. Vanguard Group Inc. boosted its holdings in shares of Johnson & Johnson by 1.3% in the second quarter. Vanguard Group Inc. now owns 237,047,859 shares of the company’s stock valued at $36,209,060,000 after purchasing an additional 3,085,180 shares during the period. Finally, Amundi grew its stake in Johnson & Johnson by 19.3% in the third quarter. Amundi now owns 13,354,936 shares of the company’s stock worth $2,512,719,000 after purchasing an additional 2,163,838 shares in the last quarter. Institutional investors own 69.55% of the company’s stock.

Insider Activity

In other news, EVP Vanessa Broadhurst sold 6,197 shares of the business’s stock in a transaction dated 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 owned 23,003 shares in the company, valued at approximately $5,598,700.17. The trade was a 21.22% decrease in their ownership of the stock. The sale was disclosed in a legal filing 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 dated 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 in the company, valued at approximately $6,251,310.02. This trade represents a 4.94% decrease in their position. The SEC filing for this sale provides additional information. In the last three months, insiders sold 30,142 shares of company stock valued at $7,360,528. Corporate insiders own 0.16% of the company’s stock.

Trending Headlines about Johnson & Johnson

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

• Positive Sentiment: FDA approves the TECNIS PureSee intraocular lens, adding a new, differentiated cataract/presbyopia product to J&J’s surgical vision portfolio — could support revenue and aftermarket growth in the medtech segment. FDA Approval Of TECNIS PureSee IOL Adds New Lens For J&J Investors
• Positive Sentiment: Promising Phase 1 Erda‑iDRS (erdafitinib) results in intermediate‑risk NMIBC: 89% complete response rate and durable responses up to 18 months with tolerable safety — bolsters oncology pipeline optionality if later‑stage data confirm benefit. Johnson & Johnson highlights promising first-in-human Erda-iDRS (formerly TAR-210) results in intermediate-risk non-muscle-invasive bladder cancer
• Positive Sentiment: BofA raised its price target (to $253) and lifted revenue expectations citing pipeline growth — supportive analyst attention that can underpin sentiment even with a Neutral rating. BofA Raises Johnson & Johnson (JNJ) Price Target on Pipeline Growth
• Positive Sentiment: Citigroup analyst expects JNJ shares to rise — additional buy-side commentary can amplify positive flows if confirmed with upgrades or higher targets. Johnson & Johnson (NYSE:JNJ) Stock Price Expected to Rise, Citigroup Analyst Says
• Neutral Sentiment: Dividend and “Dividend King” coverage reminds investors of JNJ’s income profile — supportive for long‑term holders but unlikely to drive short‑term price swings. Johnson & Johnson (JNJ) Could Be a Great Choice
• Neutral Sentiment: Barclays reaffirmed its Hold rating — steady analyst stance that tempers upside momentum from positive news. Barclays Reaffirms Their Hold Rating on Johnson & Johnson (JNJ)
• Neutral Sentiment: Industry pieces on BCG shortages and competitor ImmunityBio note market dynamics in NMIBC — useful context for future demand shifts but not an immediate JNJ catalyst. IBRX and the BCG Shortage: A 2026 Catalyst Investors Are Tracking
• Neutral Sentiment: Analyst / valuation updates show modest shifts in fair value assumptions tied to individual drugs (Tremfya, Tecvayli, Inlexzo, Darzalex) — indicates ongoing re‑rating risk/reward as pipeline readouts arrive. How The Johnson & Johnson (JNJ) Narrative Is Shifting With Pipeline Rethinks And New Valuation Targets
• Negative Sentiment: Preliminary approval of a $65M eve‑of‑trial settlement in an antitrust suit tied to Actelion’s Tracleer — modest direct financial hit but reputational/legal overhang for the pharma legacy business. Eve-of-Trial $65M Settlement Preliminarily Approved in Novel Antitrust Class Action Against J&J Subsidiary Actelion Pharmaceuticals

Johnson & Johnson Price Performance

NYSE JNJ opened at $241.71 on Monday. The firm’s fifty day simple moving average is $231.91 and its two-hundred day simple moving average is $206.65. The firm has a market capitalization of $582.19 billion, a P/E ratio of 21.87, a P/E/G ratio of 2.38 and a beta of 0.34. 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 issued its quarterly earnings data on Saturday, January 31st. The company reported $2.46 EPS for the quarter. The firm had revenue of $24.28 billion during the quarter. Johnson & Johnson had a return on equity of 33.04% and a net margin of 28.46%. Analysts forecast that Johnson & Johnson will post 10.58 EPS for the current fiscal year.

Johnson & Johnson Announces Dividend

The firm also recently declared a quarterly dividend, which was paid on Tuesday, March 10th. Shareholders of record on Tuesday, February 24th were paid 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 dividend payout ratio (DPR) is 47.06%.

Wall Street Analysts Forecast Growth

A number of equities research analysts have weighed in on JNJ shares. Bank of America reaffirmed a “neutral” rating on shares of Johnson & Johnson in a research report on Monday, March 2nd. Royal Bank Of Canada increased their target price on shares of Johnson & Johnson from $240.00 to $255.00 and gave the stock an “outperform” rating in a report on Tuesday, February 3rd. HSBC upped their target price on Johnson & Johnson from $240.00 to $265.00 and gave the stock a “buy” rating in a report on Friday, January 30th. Rothschild & Co Redburn upped their price objective on Johnson & Johnson from $180.00 to $210.00 and gave the stock a “neutral” rating in a research note on Thursday, February 19th. Finally, Stifel Nicolaus raised their price objective on Johnson & Johnson from $205.00 to $220.00 and gave the company a “hold” rating in a research report on Thursday, January 22nd. One equities research analyst has rated the stock with a Strong Buy rating, seventeen have assigned a Buy rating and nine have issued a Hold rating to the stock. According to data from MarketBeat.com, Johnson & Johnson presently has a consensus rating of “Moderate Buy” and an average target price of $235.91.

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.