Kepler Cheuvreux Suisse SA Makes New $15.45 Million Investment in Johnson & Johnson $JNJ

Kepler Cheuvreux Suisse SA acquired a new stake in shares of Johnson & Johnson (NYSE:JNJ) during the third quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund acquired 83,324 shares of the company’s stock, valued at approximately $15,448,000.

Other hedge funds and other institutional investors also recently added to or reduced their stakes in the company. Brighton Jones LLC boosted its position 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 buying an additional 6,332 shares during the last quarter. United Bank raised its position in Johnson & Johnson by 110.7% during the 1st quarter. United Bank now owns 9,279 shares of the company’s stock worth $1,539,000 after buying an additional 4,876 shares during the last quarter. Sivia Capital Partners LLC lifted its stake in Johnson & Johnson by 13.4% during the 2nd quarter. Sivia Capital Partners LLC now owns 5,863 shares of the company’s stock valued at $896,000 after acquiring an additional 692 shares during the period. Wealth Group Ltd. boosted its holdings in shares of Johnson & Johnson by 12.8% in the 2nd quarter. Wealth Group Ltd. now owns 1,482 shares of the company’s stock valued at $226,000 after acquiring an additional 168 shares during the last quarter. Finally, Schnieders Capital Management LLC. increased its stake in shares of Johnson & Johnson by 9.8% in the second quarter. Schnieders Capital Management LLC. now owns 73,680 shares of the company’s stock worth $11,255,000 after acquiring an additional 6,584 shares during the period. Hedge funds and other institutional investors own 69.55% of the company’s stock.

Johnson & Johnson News Roundup

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

• Positive Sentiment: FDA approved the combination of TECVAYLI (teclistamab‑cqyv) plus DARZALEX FASPRO for relapsed/refractory multiple myeloma, supported by Phase‑3 MajesTEC‑3 data showing improved progression‑free and overall survival — a meaningful commercial and clinical win that can expand J&J’s oncology revenue and shift treatment patterns earlier in the therapy line. How FDA Approval of TECVAYLI and DARZALEX FASPRO Combo At Johnson & Johnson (JNJ) Has Changed Its Investment Story
• Positive Sentiment: EU expanded approval of Akeega to include BRCA‑mutated metastatic hormone‑sensitive prostate cancer — label expansion that can broaden addressable market in oncology and supports incremental sales in EMEA. JNJ Gets EU Nod for Expanded Use of Akeega in Prostate Cancer
• Neutral Sentiment: Management’s presentation at the Barclays Global Healthcare Conference provides updated commentary on pipeline priorities and commercialization plans — useful for tracking execution but not a discrete catalyst by itself. Johnson & Johnson (JNJ) Presents at Barclays 28th Annual Global Healthcare Conference Transcript
• Neutral Sentiment: Analyst/valuation pieces and recent share‑price momentum have revived investor attention — this could sustain trading interest but depends on execution and revenue contribution from recent approvals. Assessing Johnson & Johnson (JNJ) Valuation As Recent Share Moves Revive Investor Interest
• Negative Sentiment: Short interest rose ~20.8% in February to ~25.09M shares (≈1.0% of shares), raising the short‑interest ratio to ~2.5 days — a small bearish signal that can add volatility if sentiment turns.
• Negative Sentiment: Two J&J units agreed to pay about $65M to settle a Tracleer antitrust class action — a modest cash cost relative to J&J’s size but a legal/expense item to note. Johnson & Johnson (JNJ) Units to Pay $65 Million in Tracleer Antitrust Class Action Settlement, Reuters Reports

Insider Activity at Johnson & Johnson

In other news, 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 transaction of $324,762.52. Following the transaction, the executive vice president owned 25,447 shares in the company, valued at $6,251,310.02. This trade represents a 4.94% decrease in their position. The sale was disclosed in a filing with the SEC, which is available at the SEC website. Also, EVP Vanessa Broadhurst sold 6,197 shares of Johnson & Johnson stock in a transaction on 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 completion of the sale, the executive vice president directly owned 23,003 shares in the company, valued at $5,598,700.17. This represents a 21.22% decrease in their position. The SEC filing for this sale provides additional information. Over the last three months, insiders sold 30,142 shares of company stock worth $7,360,528. 0.16% of the stock is owned by corporate insiders.

Analyst Ratings Changes

A number of research firms recently issued reports on JNJ. BMO Capital Markets restated an “outperform” rating on shares of Johnson & Johnson in a research report on Thursday, December 11th. Weiss Ratings reiterated a “buy (b)” rating on shares of Johnson & Johnson in a research note on Wednesday, January 28th. TD Cowen boosted their price objective on Johnson & Johnson from $222.00 to $250.00 and gave the company a “buy” rating in a report on Thursday, January 22nd. Citigroup upped their target price on Johnson & Johnson from $232.00 to $250.00 and gave the stock a “buy” rating in a research note on Thursday, January 22nd. Finally, Rothschild & Co Redburn raised their target price on Johnson & Johnson from $180.00 to $210.00 and gave the stock a “neutral” rating in a report on Thursday, February 19th. One research analyst has rated the stock with a Strong Buy rating, seventeen have given a Buy rating and nine have given a Hold rating to the company’s stock. According to data from MarketBeat.com, the company currently has a consensus rating of “Moderate Buy” and a consensus price target of $234.87.

Johnson & Johnson Stock Up 0.5%

JNJ stock opened at $243.75 on Wednesday. Johnson & Johnson has a one year low of $141.50 and a one year high of $251.71. The company has a debt-to-equity ratio of 0.48, a quick ratio of 0.77 and a current ratio of 1.03. The firm’s fifty day moving average is $229.80 and its 200 day moving average is $205.27. The firm has a market cap of $587.41 billion, a PE ratio of 22.06, a P/E/G ratio of 2.40 and a beta of 0.34.

Johnson & Johnson (NYSE:JNJ) last issued its quarterly earnings data 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 business had revenue of $24.28 billion during the quarter. On average, research analysts forecast that Johnson & Johnson will post 10.58 EPS for the current year.

Johnson & Johnson Dividend Announcement

The firm also recently declared a quarterly dividend, which was paid on Tuesday, March 10th. Shareholders of record on Tuesday, February 24th were given a dividend of $1.30 per share. The ex-dividend date was Tuesday, February 24th. This represents a $5.20 dividend on an annualized basis and a yield of 2.1%. Johnson & Johnson’s dividend payout ratio is currently 47.06%.

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.