LM Advisors LLC Lowers Stock Position in Johnson & Johnson $JNJ

LM Advisors LLC lessened its holdings in Johnson & Johnson (NYSE:JNJ) by 79.3% in the 4th quarter, according to its most recent filing with the SEC. The firm owned 1,891 shares of the company’s stock after selling 7,223 shares during the period. LM Advisors LLC’s holdings in Johnson & Johnson were worth $391,000 at the end of the most recent quarter.

Several other hedge funds have also recently modified their holdings of JNJ. Brighton Jones LLC raised its stake in shares of Johnson & Johnson by 13.9% during the 4th quarter. Brighton Jones LLC now owns 51,876 shares of the company’s stock worth $7,502,000 after acquiring an additional 6,332 shares in the last quarter. United Bank raised its stake in shares of 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 acquiring an additional 4,876 shares in the last quarter. Sivia Capital Partners LLC raised its stake in shares of Johnson & Johnson by 13.4% during the 2nd quarter. Sivia Capital Partners LLC now owns 5,863 shares of the company’s stock worth $896,000 after acquiring an additional 692 shares in the last quarter. Wealth Group Ltd. raised its stake in shares of Johnson & Johnson by 12.8% during the 2nd quarter. Wealth Group Ltd. now owns 1,482 shares of the company’s stock worth $226,000 after acquiring an additional 168 shares in the last quarter. Finally, Schnieders Capital Management LLC. raised its stake in shares of Johnson & Johnson by 9.8% during the 2nd 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 in the last quarter. Hedge funds and other institutional investors own 69.55% of the company’s stock.

Wall Street Analyst Weigh In

JNJ has been the subject of several recent analyst reports. Morgan Stanley set a $283.00 price objective on shares of Johnson & Johnson in a research note on Wednesday, April 15th. Johnson Rice upgraded shares of Johnson & Johnson from a “hold” rating to an “outperform” rating in a research note on Wednesday, May 13th. Guggenheim boosted their price objective on shares of Johnson & Johnson from $244.00 to $266.00 and gave the stock a “buy” rating in a research note on Monday, April 20th. Raymond James Financial boosted their price objective on shares of Johnson & Johnson from $237.00 to $258.00 and gave the stock an “outperform” rating in a research note on Wednesday, April 15th. Finally, Citigroup boosted their price objective on shares of Johnson & Johnson from $274.00 to $285.00 and gave the stock a “buy” rating in a research note on Tuesday, April 7th. Twenty equities research analysts have rated the stock with a Buy rating and seven have given a Hold rating to the stock. According to MarketBeat, the company currently has a consensus rating of “Moderate Buy” and a consensus price target of $253.04.

Insider Transactions at Johnson & Johnson

In other Johnson & Johnson news, EVP Kathryn E. Wengel sold 10,000 shares of the company’s stock in a transaction that occurred on Thursday, June 11th. The shares were sold at an average price of $241.15, for a total transaction of $2,411,500.00. Following the transaction, the executive vice president owned 114,288 shares in the company, valued at approximately $27,560,551.20. This represents a 8.05% decrease in their position. The sale was disclosed in a document filed with the SEC, which can be accessed through the SEC website. Insiders own 0.16% of the company’s stock.

Johnson & Johnson News Summary

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

• Positive Sentiment: Johnson & Johnson agreed to pay about $1 billion for Firefly Bio technology, a bet on improving treatment options for one of cancer’s most hard-to-target areas. Article Title
• Positive Sentiment: J&J also reported encouraging late-stage results for IMAAVY in warm autoimmune hemolytic anemia, reinforcing the company’s pipeline momentum in rare diseases. Article Title
• Positive Sentiment: Analysts and commentators highlighted J&J as a defensive healthcare name with attractive valuation and dividend appeal, which can support buying interest in a volatile market. Article Title
• Neutral Sentiment: Jim Cramer mentioned J&J while favoring healthcare over technology, which is a sentiment tailwind but not a direct company-specific catalyst. Article Title
• Neutral Sentiment: Johnson & Johnson expanded U.S. availability of its TECNIS PureSee cataract lens, a positive commercial update but likely a smaller stock mover than the acquisition and pipeline news. Article Title
• Negative Sentiment: Ongoing talc-related legal headlines remain an overhang and could limit upside if investors focus back on litigation risk. Article Title

Johnson & Johnson Trading Up 0.9%

Shares of Johnson & Johnson stock opened at $240.57 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 $149.04 and a 12-month high of $251.71. The firm has a market capitalization of $579.10 billion, a price-to-earnings ratio of 27.81, a PEG ratio of 2.36 and a beta of 0.26. The firm’s 50 day simple moving average is $231.51 and its two-hundred day simple moving average is $227.20.

Johnson & Johnson (NYSE:JNJ) last issued its quarterly earnings results 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 business had revenue of $24.06 billion for the quarter, compared to analyst estimates of $23.60 billion. During the same quarter in the prior year, the business posted $2.77 EPS. Johnson & Johnson’s revenue for the quarter was up 9.9% compared to the same quarter last year. Johnson & Johnson has set its FY 2026 guidance at 11.450-11.650 EPS. Analysts predict that Johnson & Johnson will post 11.57 EPS for the current year.

Johnson & Johnson Increases Dividend

The business also recently declared a quarterly dividend, which was paid on Tuesday, June 9th. Shareholders of record on Tuesday, May 26th were paid a dividend of $1.34 per share. This represents a $5.36 dividend on an annualized basis and a yield of 2.2%. The ex-dividend date was Tuesday, May 26th. This is a positive change from Johnson & Johnson’s previous quarterly dividend of $1.30. Johnson & Johnson’s dividend payout ratio (DPR) is currently 61.97%.

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.