Simmons Bank Raises Stock Position in Johnson & Johnson $JNJ

Simmons Bank increased its stake in Johnson & Johnson (NYSE:JNJ) by 9.1% in the 4th quarter, according to the company in its most recent filing with the SEC. The institutional investor owned 33,539 shares of the company’s stock after acquiring an additional 2,787 shares during the quarter. Simmons Bank’s holdings in Johnson & Johnson were worth $6,941,000 at the end of the most recent reporting period.

Several other institutional investors and hedge funds also recently added to or reduced their stakes in the stock. Plancorp LLC increased its holdings in Johnson & Johnson by 0.3% in the 4th quarter. Plancorp LLC now owns 15,889 shares of the company’s stock worth $3,288,000 after acquiring an additional 45 shares in the last quarter. WealthCollab LLC increased its holdings in Johnson & Johnson by 4.7% in the 4th quarter. WealthCollab LLC now owns 1,015 shares of the company’s stock worth $210,000 after acquiring an additional 46 shares in the last quarter. MMA Asset Management LLC increased its holdings in Johnson & Johnson by 1.3% in the 4th quarter. MMA Asset Management LLC now owns 3,600 shares of the company’s stock worth $745,000 after acquiring an additional 46 shares in the last quarter. Vista Investment Partners II LLC increased its holdings in Johnson & Johnson by 1.2% in the 4th quarter. Vista Investment Partners II LLC now owns 3,811 shares of the company’s stock worth $789,000 after acquiring an additional 47 shares in the last quarter. Finally, Campbell Deegan Wealth Management LLC increased its holdings in Johnson & Johnson by 1.6% in the 4th quarter. Campbell Deegan Wealth Management LLC now owns 2,990 shares of the company’s stock worth $619,000 after acquiring an additional 48 shares in the last quarter. Hedge funds and other institutional investors own 69.55% of the company’s stock.

Key Headlines Impacting Johnson & Johnson

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

• Positive Sentiment: Leerink Partners upgraded Johnson & Johnson to Outperform and lifted its price target, citing stronger growth prospects from upcoming drug launches and broader oncology/immunology momentum. Article Title
• Positive Sentiment: New clinical and commercial updates around CAPLYTA, cardiology, Crohn’s disease, and robotics may support confidence in J&J’s innovation pipeline. Article Title
• Neutral Sentiment: J&J’s stock remains below some recent highs and has been consolidating after earnings, suggesting investors are still weighing valuation and execution. Article Title
• Negative Sentiment: A bladder-cancer survey highlighted the significant burden of current standard treatments, which may reinforce concerns about unmet needs and the pace of innovation in that area. Article Title

Insider Transactions at Johnson & Johnson

In related news, EVP Vanessa Broadhurst sold 6,197 shares of the company’s stock in a transaction dated Tuesday, February 17th. The shares were sold at an average price of $243.39, for a total value of $1,508,287.83. Following the completion of the sale, the executive vice president owned 23,003 shares of the company’s stock, valued at approximately $5,598,700.17. This represents a 21.22% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which can be accessed through this link. 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 completion of the sale, the executive vice president directly owned 25,447 shares of the company’s stock, valued at $6,251,310.02. This represents a 4.94% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold 30,142 shares of company stock valued at $7,360,528 in the last three months. 0.16% of the stock is currently owned by insiders.

Johnson & Johnson Trading Up 0.1%

Shares of JNJ opened at $230.61 on Friday. The company has a current ratio of 1.03, a quick ratio of 0.77 and a debt-to-equity ratio of 0.46. Johnson & Johnson has a 12-month low of $147.33 and a 12-month high of $251.71. The firm has a 50-day moving average price of $235.49 and a 200 day moving average price of $221.76. The firm has a market capitalization of $555.13 billion, a P/E ratio of 26.66, a P/E/G ratio of 2.26 and a beta of 0.27.

Johnson & Johnson (NYSE:JNJ) last announced its quarterly earnings data on Tuesday, April 14th. The company reported $2.70 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $2.68 by $0.02. Johnson & Johnson had a net margin of 21.83% and a return on equity of 32.60%. The firm had revenue of $24.06 billion during the quarter, compared to analyst estimates of $23.60 billion. During the same quarter in the prior year, the firm posted $2.77 earnings per share. Johnson & Johnson’s quarterly revenue was up 9.9% on a year-over-year basis. Johnson & Johnson has set its FY 2026 guidance at 11.450-11.650 EPS. Sell-side analysts forecast that Johnson & Johnson will post 11.57 EPS for the current year.

Johnson & Johnson Increases Dividend

The company also recently disclosed a quarterly dividend, which will be paid on Tuesday, June 9th. Investors of record on Tuesday, May 26th will be issued a $1.34 dividend. This is an increase from Johnson & Johnson’s previous quarterly dividend of $1.30. This represents a $5.36 dividend on an annualized basis and a dividend yield of 2.3%. The ex-dividend date of this dividend is Tuesday, May 26th. Johnson & Johnson’s payout ratio is currently 60.12%.

Analyst Ratings Changes

JNJ has been the subject of several recent analyst reports. Barclays boosted their price target on shares of Johnson & Johnson from $234.00 to $255.00 and gave the stock an “equal weight” rating in a report on Wednesday, April 15th. Wells Fargo & Company upped their target price on shares of Johnson & Johnson from $240.00 to $263.00 and gave the stock an “overweight” rating in a report on Wednesday, April 15th. The Goldman Sachs Group upped their target price on shares of Johnson & Johnson from $265.00 to $275.00 and gave the stock a “buy” rating in a report on Wednesday, April 15th. Citigroup upped their target price on shares of Johnson & Johnson from $274.00 to $285.00 and gave the stock a “buy” rating in a report on Tuesday, April 7th. Finally, Argus upped their target price on shares of Johnson & Johnson from $240.00 to $275.00 and gave the stock a “buy” rating in a report on Thursday, April 16th. Twenty equities research analysts have rated the stock with a Buy rating and seven have assigned a Hold rating to the stock. According to MarketBeat, the stock has a consensus rating of “Moderate Buy” and a consensus target price of $253.04.

Johnson & Johnson Company 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.