Havemeyer Place LP Purchases Shares of 10,134 Johnson & Johnson $JNJ

Havemeyer Place LP purchased a new stake in shares of Johnson & Johnson (NYSE:JNJ) in the 4th quarter, according to the company in its most recent Form 13F filing with the SEC. The institutional investor purchased 10,134 shares of the company’s stock, valued at approximately $2,097,000.

Several other institutional investors have also added to or reduced their stakes in the company. 111 Capital purchased a new stake in Johnson & Johnson during the 4th quarter valued at $1,742,000. Vestcor Inc boosted its position in Johnson & Johnson by 2.5% during the 4th quarter. Vestcor Inc now owns 185,188 shares of the company’s stock valued at $38,325,000 after buying an additional 4,490 shares during the period. Peachtree Investment Partners LLC boosted its position in Johnson & Johnson by 22.9% during the 4th quarter. Peachtree Investment Partners LLC now owns 9,156 shares of the company’s stock valued at $1,895,000 after buying an additional 1,705 shares during the period. MCF Advisors LLC boosted its position in Johnson & Johnson by 21.1% during the 4th quarter. MCF Advisors LLC now owns 18,969 shares of the company’s stock valued at $3,926,000 after buying an additional 3,309 shares during the period. Finally, First Command Advisory Services Inc. boosted its position in Johnson & Johnson by 8.2% during the 4th quarter. First Command Advisory Services Inc. now owns 14,419 shares of the company’s stock valued at $2,984,000 after buying an additional 1,091 shares during the period. Hedge funds and other institutional investors own 69.55% of the company’s stock.

More Johnson & Johnson News

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

• Positive Sentiment: Jim Cramer highlighted Johnson & Johnson’s lack of major patent expirations and pointed to its billion-dollar drugs and growing businesses as reasons to own the stock. Jim Cramer Highlights Johnson & Johnson Having No Big Patent Expirations
• Positive Sentiment: ASCO 2026 updates underscored Johnson & Johnson’s expanding specialty-drug pipeline, with encouraging data in autoimmunity, oncology, and myeloma that could support longer-term revenue growth. ASCO 2026 Data Underscore Johnson & Johnson’s Expanding Specialty Drug Story
• Positive Sentiment: Separate market coverage noted Johnson & Johnson has been outperforming the broader market recently, reinforcing investor confidence in the defensive healthcare name. Johnson & Johnson (JNJ) Exceeds Market Returns: Some Facts to Consider
• Neutral Sentiment: Newsweek named Johnson & Johnson among the world’s greenest companies for 2026, which is supportive for ESG-focused investors but unlikely to move the stock on its own. Goldman Sachs, Johnson & Johnson, MetLife Named Among Newsweek’s World’s Greenest Companies 2026
• Neutral Sentiment: Analysts highlighted ongoing headwinds, including Stelara erosion, China MedTech pressure, and talc litigation, though J&J is still targeting $100 billion in revenue and faster growth in 2026. Can JNJ Sustain Growth Amid Patent, Legal and China Risks?

Analyst Upgrades and Downgrades

Several equities research analysts have weighed in on the stock. Citigroup increased their price target on shares of Johnson & Johnson from $274.00 to $285.00 and gave the company a “buy” rating in a research report on Tuesday, April 7th. Stifel Nicolaus upped their price objective on shares of Johnson & Johnson from $220.00 to $250.00 and gave the stock a “hold” rating in a report on Wednesday, April 15th. Argus boosted their price target on shares of Johnson & Johnson from $240.00 to $275.00 and gave the company a “buy” rating in a research report on Thursday, April 16th. Weiss Ratings cut shares of Johnson & Johnson from a “buy (b+)” rating to a “buy (b)” rating in a research report on Friday, April 24th. Finally, Royal Bank Of Canada reiterated an “outperform” rating and set a $265.00 price target on shares of Johnson & Johnson in a research report on Wednesday, April 15th. Twenty research analysts have rated the stock with a Buy rating and seven have issued a Hold rating to the company’s stock. According to MarketBeat.com, the company has an average rating of “Moderate Buy” and a consensus price target of $253.04.

Johnson & Johnson Stock Up 2.0%

Shares of Johnson & Johnson stock opened at $232.81 on Friday. The company has a debt-to-equity ratio of 0.46, a current ratio of 1.03 and a quick ratio of 0.77. The company has a 50-day moving average of $231.98 and a 200 day moving average of $225.96. The firm has a market cap of $560.42 billion, a price-to-earnings ratio of 26.91, a PEG ratio of 2.28 and a beta of 0.26. Johnson & Johnson has a 1 year low of $149.04 and a 1 year high of $251.71.

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, topping the consensus estimate of $2.68 by $0.02. The company had revenue of $24.06 billion during the quarter, compared to analyst estimates of $23.60 billion. Johnson & Johnson had a net margin of 21.83% and a return on equity of 32.60%. Johnson & Johnson’s quarterly revenue was up 9.9% compared to the same quarter last year. During the same period last year, the business earned $2.77 EPS. Johnson & Johnson has set its FY 2026 guidance at 11.450-11.650 EPS. As a group, sell-side analysts anticipate that Johnson & Johnson will post 11.57 earnings per share for the current fiscal 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 given a dividend of $1.34 per share. This is a positive change from Johnson & Johnson’s previous quarterly dividend of $1.30. The ex-dividend date of this dividend is Tuesday, May 26th. This represents a $5.36 annualized dividend and a yield of 2.3%. Johnson & Johnson’s payout ratio 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.