J.W. Cole Advisors Inc. reduced its position in Johnson & Johnson (NYSE:JNJ – Free Report) by 10.0% during the 4th quarter, according to its most recent filing with the SEC. The firm owned 117,789 shares of the company’s stock after selling 13,145 shares during the quarter. J.W. Cole Advisors Inc.’s holdings in Johnson & Johnson were worth $22,890,000 as of its most recent filing with the SEC.
Several other institutional investors also recently bought and sold shares of the company. Plancorp LLC increased its stake in Johnson & Johnson by 0.3% in the 4th quarter. Plancorp LLC now owns 15,889 shares of the company’s stock valued at $3,288,000 after buying an additional 45 shares during the period. Baron Silver Stevens Financial Advisors LLC increased its stake in Johnson & Johnson by 0.8% in the 4th quarter. Baron Silver Stevens Financial Advisors LLC now owns 5,645 shares of the company’s stock valued at $1,168,000 after buying an additional 45 shares during the period. Strategic Financial Services Inc. grew its stake in shares of Johnson & Johnson by 0.5% during the 4th quarter. Strategic Financial Services Inc. now owns 8,995 shares of the company’s stock worth $1,862,000 after purchasing an additional 45 shares during the period. WealthCollab LLC increased its holdings in shares of Johnson & Johnson by 4.7% in the 4th quarter. WealthCollab LLC now owns 1,015 shares of the company’s stock valued at $210,000 after purchasing an additional 46 shares in the last quarter. Finally, MMA Asset Management LLC increased its holdings in shares of Johnson & Johnson by 1.3% in the 4th quarter. MMA Asset Management LLC now owns 3,600 shares of the company’s stock valued at $745,000 after purchasing an additional 46 shares in the last quarter. 69.55% of the stock is owned by institutional investors and hedge funds.
Key Stories Impacting Johnson & Johnson
Here are the key news stories impacting Johnson & Johnson this week:
- Positive Sentiment: Johnson & Johnson presented multiple favorable ASCO 2026 data readouts, including practice-changing prostate cancer results for apalutamide and encouraging oncology/myeloma updates that support its specialty drug growth narrative. ASCO 2026 Data Underscore Johnson & Johnson’s Expanding Specialty Drug Story
- Positive Sentiment: Nipocalimab showed sustained lupus disease control in Phase 2 JASMINE data, with stronger responses in autoantibody-positive patients, bolstering J&J’s autoimmune pipeline and the case for future commercialization. Johnson & Johnson late-breaking results show nipocalimab significantly reduced systemic lupus erythematosus disease activity in a Phase 2 study
- Positive Sentiment: New Sjögren’s disease data further reinforced nipocalimab’s potential, showing greater clinical response in patients with higher autoantibody and IgG levels, which may indicate a meaningful treatment effect in more severe cases. Johnson & Johnson presents new data further reinforcing the role of nipocalimab in lowering the autoantibodies driving Sjögren’s disease
- Neutral Sentiment: Newsweek named Johnson & Johnson among the World’s Greenest Companies 2026, a positive reputation item but not a major immediate earnings driver. Goldman Sachs, Johnson & Johnson, MetLife Named Among Newsweek’s World’s Greenest Companies 2026
Johnson & Johnson Price Performance
Johnson & Johnson (NYSE:JNJ – Get Free Report) last posted its quarterly earnings data on Tuesday, April 14th. The company reported $2.70 EPS for the quarter, beating analysts’ consensus estimates of $2.68 by $0.02. The business had revenue of $24.06 billion for the quarter, compared to analyst estimates of $23.60 billion. Johnson & Johnson had a return on equity of 32.60% and a net margin of 21.83%.The business’s revenue for the quarter was up 9.9% compared to the same quarter last year. During the same quarter last year, the company earned $2.77 earnings per share. Johnson & Johnson has set its FY 2026 guidance at 11.450-11.650 EPS. On average, equities research analysts predict that Johnson & Johnson will post 11.57 EPS for the current fiscal year.
Johnson & Johnson Increases Dividend
The company also recently announced a quarterly dividend, which will be paid on Tuesday, June 9th. Shareholders of record on Tuesday, May 26th will be issued a $1.34 dividend. This is a positive change from Johnson & Johnson’s previous quarterly dividend of $1.30. The ex-dividend date is Tuesday, May 26th. This represents a $5.36 dividend on an annualized basis and a yield of 2.3%. Johnson & Johnson’s payout ratio is currently 61.97%.
Analyst Upgrades and Downgrades
A number of equities analysts have recently issued reports on the stock. The Goldman Sachs Group increased their price target on shares of Johnson & Johnson from $265.00 to $275.00 and gave the company a “buy” rating in a report on Wednesday, April 15th. HSBC increased their price target on shares of Johnson & Johnson from $265.00 to $280.00 and gave the company a “buy” rating in a report on Tuesday, March 17th. Weiss Ratings downgraded shares of Johnson & Johnson from a “buy (b+)” rating to a “buy (b)” rating in a report on Friday, April 24th. Sanford C. Bernstein increased their price target on shares of Johnson & Johnson from $225.00 to $251.00 and gave the company a “market perform” rating in a report on Wednesday, April 15th. Finally, Barclays increased their price target on shares of Johnson & Johnson from $234.00 to $255.00 and gave the company an “equal weight” rating in a report on Wednesday, April 15th. Twenty analysts have rated the stock with a Buy rating and seven have issued a Hold rating to the company’s stock. According to data from MarketBeat, the company presently has an average rating of “Moderate Buy” and a consensus price target 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.
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