Johnson & Johnson $JNJ Shares Bought by J. Safra Sarasin Holding AG

by · The Cerbat Gem

J. Safra Sarasin Holding AG grew its position in Johnson & Johnson (NYSE:JNJ – Free Report) by 3.4% during the 3rd quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 486,676 shares of the company’s stock after purchasing an additional 16,155 shares during the period. Johnson & Johnson makes up approximately 1.5% of J. Safra Sarasin Holding AG’s holdings, making the stock its 14th largest holding. J. Safra Sarasin Holding AG’s holdings in Johnson & Johnson were worth $90,239,000 at the end of the most recent quarter.

A number of other institutional investors and hedge funds have also recently bought and sold shares of JNJ. Clark Asset Management LLC boosted its position in shares of Johnson & Johnson by 51.6% in the second quarter. Clark Asset Management LLC now owns 8,884 shares of the company’s stock worth $1,357,000 after buying an additional 3,025 shares during the period. Treasurer of the State of North Carolina boosted its holdings in Johnson & Johnson by 8.3% in the 2nd quarter. Treasurer of the State of North Carolina now owns 1,234,945 shares of the company’s stock worth $188,638,000 after acquiring an additional 94,957 shares during the period. Talbot Financial LLC raised its stake in shares of Johnson & Johnson by 4.6% during the third quarter. Talbot Financial LLC now owns 138,424 shares of the company’s stock valued at $25,667,000 after purchasing an additional 6,143 shares during the period. Liberty One Investment Management LLC grew its holdings in Johnson & Johnson by 83.9% during the 3rd quarter. Liberty One Investment Management LLC now owns 366,813 shares of the company’s stock valued at $68,040,000 after purchasing an additional 167,353 shares in the last quarter. Finally, Winnow Wealth LLC acquired a new position in Johnson & Johnson in the 2nd quarter worth $295,000. Institutional investors and hedge funds 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: Key legal risk reduced — a U.S. judge dismissed a lawsuit alleging J&J committed fraud by repeatedly trying to use a shell company’s bankruptcy to resolve talc claims, removing one potential overhang on the stock. US judge tosses lawsuit accusing J&J of fraud over talc bankruptcy strategy
  • Positive Sentiment: Analyst bullishness and higher targets after Q4 — Scotiabank raised its JNJ price target to $265 (from $230) and reiterated an Outperform rating following the quarter, supporting upside expectations. Scotiabank Raises Johnson & Johnson Target
  • Positive Sentiment: Fund and analyst endorsements reinforce momentum — coverage from Barron’s, Zacks and bullish analyst notes highlight J&J’s Q4 beat, solid guidance and growth drivers in Innovative Medicine and MedTech. These narratives help justify recent multiple expansion and investor interest. This Winning Fund Pro Likes J&J
  • Neutral Sentiment: Unusually high options volume — trading flow shows elevated speculative or hedging activity, which can amplify short‑term volatility but doesn’t change fundamentals. Monitor open interest and put/call skew for directional cues. Johnson & Johnson Sees Unusually High Options Volume
  • Negative Sentiment: Insider selling — CEO Joaquin Duato recently sold roughly $22M in JNJ stock days after the quarter, which can be perceived negatively by investors despite possible pre‑arranged sale plans; worth watching for follow‑up disclosures. CEO Dumps $22M in Stock Post Q4

Analyst Upgrades and Downgrades

A number of brokerages have recently issued reports on JNJ. Raymond James Financial lifted their target price on Johnson & Johnson from $174.00 to $209.00 and gave the stock an “outperform” rating in a research report on Wednesday, October 15th. Johnson Rice set a $190.00 target price on Johnson & Johnson and gave the company a “hold” rating in a research note on Wednesday, October 22nd. Royal Bank Of Canada set a $240.00 price target on shares of Johnson & Johnson in a research note on Wednesday, December 17th. Loop Capital set a $220.00 price objective on shares of Johnson & Johnson in a report on Tuesday. Finally, Morgan Stanley set a $262.00 target price on shares of Johnson & Johnson and gave the company an “overweight” rating in a research note on Wednesday. One investment analyst has rated the stock with a Strong Buy rating, seventeen have assigned a Buy rating and eight have given a Hold rating to the stock. Based on data from MarketBeat.com, Johnson & Johnson presently has a consensus rating of “Moderate Buy” and an average target price of $230.36.

Check Out Our Latest Research Report on JNJ

Johnson & Johnson Stock Performance

Shares of NYSE JNJ opened at $227.17 on Friday. Johnson & Johnson has a 12-month low of $141.50 and a 12-month high of $230.00. The company has a current ratio of 1.07, a quick ratio of 0.80 and a debt-to-equity ratio of 0.50. The company has a market cap of $547.31 billion, a PE ratio of 20.56, a P/E/G ratio of 2.21 and a beta of 0.34. The stock has a 50 day simple moving average of $210.25 and a 200-day simple moving average of $190.83.

Johnson & Johnson (NYSE:JNJ – Get Free Report) last posted its quarterly earnings data on Wednesday, January 21st. The company reported $2.46 earnings per share for the quarter, hitting the consensus estimate of $2.46. The business had revenue of $24.56 billion during the quarter, compared to the consensus estimate of $24.14 billion. Johnson & Johnson had a net margin of 28.46% and a return on equity of 33.34%. The company’s quarterly revenue was up 9.1% compared to the same quarter last year. During the same quarter in the prior year, the company posted $2.04 earnings per share. Johnson & Johnson has set its FY 2026 guidance at 11.430-11.630 EPS. On average, equities research analysts forecast that Johnson & Johnson will post 10.58 EPS for the current year.

Johnson & Johnson Dividend Announcement

The company also recently declared a quarterly dividend, which will be paid on Tuesday, March 10th. Stockholders of record on Tuesday, February 24th will be given a dividend of $1.30 per share. The ex-dividend date is Tuesday, February 24th. This represents a $5.20 annualized dividend and a dividend yield of 2.3%. Johnson & Johnson’s dividend payout ratio (DPR) is 47.06%.

Johnson & Johnson Company Profile

(Free Report)

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.

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