Johnson & Johnson $JNJ Shares Sold by Strategic Wealth Investment Group LLC

Strategic Wealth Investment Group LLC trimmed its holdings in shares of Johnson & Johnson (NYSE:JNJ) by 31.5% in the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The firm owned 60,320 shares of the company’s stock after selling 27,711 shares during the period. Johnson & Johnson makes up about 1.5% of Strategic Wealth Investment Group LLC’s portfolio, making the stock its 25th biggest position. Strategic Wealth Investment Group LLC’s holdings in Johnson & Johnson were worth $12,483,000 as of its most recent SEC filing.

Several other institutional investors and hedge funds have also bought and sold shares of the business. Vermillion Wealth Management Inc. lifted its stake in Johnson & Johnson by 10.5% during the 4th quarter. Vermillion Wealth Management Inc. now owns 1,031 shares of the company’s stock valued at $213,000 after acquiring an additional 98 shares during the period. Capital World Investors acquired a new stake in Johnson & Johnson during the 4th quarter valued at approximately $2,005,942,000. Capital International Sarl acquired a new stake in Johnson & Johnson during the 4th quarter valued at approximately $913,000. Capital International Inc. CA lifted its stake in shares of Johnson & Johnson by 342.3% in the 4th quarter. Capital International Inc. CA now owns 142,851 shares of the company’s stock valued at $29,563,000 after purchasing an additional 110,553 shares during the period. Finally, Capital International Investors lifted its stake in shares of Johnson & Johnson by 93.3% in the 4th quarter. Capital International Investors now owns 7,471,031 shares of the company’s stock valued at $1,546,130,000 after purchasing an additional 3,605,981 shares during the period. 69.55% of the stock is currently owned by institutional investors and hedge funds.

Johnson & Johnson Stock Performance

NYSE:JNJ opened at $232.81 on Friday. The company has a debt-to-equity ratio of 0.46, a quick ratio of 0.77 and a current ratio of 1.03. The company has a fifty day moving average of $231.98 and a two-hundred day moving average of $225.96. The stock has a market capitalization of $560.42 billion, a PE ratio of 26.91, a P/E/G ratio of 2.28 and a beta of 0.26. Johnson & Johnson has a fifty-two week low of $149.04 and a fifty-two week high of $251.71.

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

Johnson & Johnson Increases Dividend

The business also recently disclosed a quarterly dividend, which will be paid on Tuesday, June 9th. Shareholders of record on Tuesday, May 26th will be given a dividend of $1.34 per share. This is a boost from Johnson & Johnson’s previous quarterly dividend of $1.30. This represents a $5.36 dividend on an annualized basis and a yield of 2.3%. The ex-dividend date is Tuesday, May 26th. Johnson & Johnson’s dividend payout ratio (DPR) is currently 61.97%.

Johnson & Johnson News Roundup

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?

Wall Street Analyst Weigh In

Several research firms recently issued reports on JNJ. Barclays boosted their target price on shares of Johnson & Johnson from $234.00 to $255.00 and gave the company an “equal weight” rating in a research note on Wednesday, April 15th. The Goldman Sachs Group boosted their target price on shares of Johnson & Johnson from $265.00 to $275.00 and gave the company a “buy” rating in a research note on Wednesday, April 15th. Citigroup boosted their target price on shares of Johnson & Johnson from $274.00 to $285.00 and gave the company a “buy” rating in a research note on Tuesday, April 7th. Stifel Nicolaus boosted their target price on shares of Johnson & Johnson from $220.00 to $250.00 and gave the company a “hold” rating in a research note on Wednesday, April 15th. Finally, TD Cowen began coverage on shares of Johnson & Johnson in a research note on Wednesday, April 8th. They issued a “buy” rating and a $250.00 target price for the company. Twenty research analysts have rated the stock with a Buy rating and seven have assigned a Hold rating to the stock. Based on data from MarketBeat.com, the company presently has a consensus rating of “Moderate Buy” and an average target price of $253.04.

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.