Johnson & Johnson $JNJ Stake Lifted by Focus Partners Wealth

Focus Partners Wealth increased its stake in Johnson & Johnson (NYSE:JNJ) by 23.5% in the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 1,598,938 shares of the company’s stock after acquiring an additional 303,974 shares during the period. Focus Partners Wealth owned approximately 0.07% of Johnson & Johnson worth $328,356,000 at the end of the most recent reporting period.

Several other institutional investors and hedge funds have also added to or reduced their stakes in the business. Greenberg Financial Group purchased a new stake in shares of Johnson & Johnson in the 4th quarter valued at approximately $954,000. Mitsubishi UFJ Asset Management Co. Ltd. increased its stake in Johnson & Johnson by 4.3% in the 3rd quarter. Mitsubishi UFJ Asset Management Co. Ltd. now owns 5,030,835 shares of the company’s stock valued at $932,835,000 after buying an additional 208,765 shares during the period. JT Stratford LLC increased its stake in Johnson & Johnson by 7.6% in the 3rd quarter. JT Stratford LLC now owns 59,577 shares of the company’s stock valued at $11,047,000 after buying an additional 4,216 shares during the period. World Investment Advisors increased its stake in shares of Johnson & Johnson by 19.6% during the 4th quarter. World Investment Advisors now owns 161,343 shares of the company’s stock worth $33,390,000 after purchasing an additional 26,450 shares during the last quarter. Finally, Coldstream Capital Management Inc. increased its stake in shares of Johnson & Johnson by 9.8% during the 3rd quarter. Coldstream Capital Management Inc. now owns 95,662 shares of the company’s stock worth $17,738,000 after purchasing an additional 8,533 shares during the last quarter. 69.55% of the stock is owned by institutional investors and hedge funds.

Insider Activity at Johnson & Johnson

In other news, EVP Kathryn E. Wengel sold 10,000 shares of Johnson & Johnson 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 completion of the sale, the executive vice president owned 114,288 shares in the company, valued at $27,560,551.20. The trade was a 8.05% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available through this link. 0.16% of the stock is currently owned by corporate insiders.

Johnson & Johnson News Roundup

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 Stock Up 0.9%

Shares of NYSE:JNJ opened at $240.57 on Friday. Johnson & Johnson has a one year low of $149.04 and a one year high of $251.71. The company has a 50 day moving average of $231.51 and a 200-day moving average of $227.20. 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 stock has a market cap of $579.10 billion, a price-to-earnings ratio of 27.81, a P/E/G ratio of 2.36 and a beta of 0.26.

Johnson & Johnson (NYSE:JNJ) last issued its quarterly earnings results on Tuesday, April 14th. The company reported $2.70 EPS for the quarter, topping the consensus estimate of $2.68 by $0.02. Johnson & Johnson had a net margin of 21.83% and a return on equity of 32.60%. The company had revenue of $24.06 billion during the quarter, compared to analysts’ expectations of $23.60 billion. During the same quarter in the previous year, the company earned $2.77 EPS. Johnson & Johnson’s 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. On average, sell-side analysts forecast that Johnson & Johnson will post 11.57 earnings per share for the current year.

Johnson & Johnson Increases Dividend

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

Analyst Ratings Changes

Several research analysts have recently commented on JNJ shares. Weiss Ratings lowered shares of Johnson & Johnson from a “buy (b+)” rating to a “buy (b)” rating in a research note on Friday, April 24th. Stifel Nicolaus raised 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. The Goldman Sachs Group lifted 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. Guggenheim lifted their price target on shares of Johnson & Johnson from $244.00 to $266.00 and gave the company a “buy” rating in a report on Monday, April 20th. Finally, Barclays raised their price objective on shares of Johnson & Johnson from $234.00 to $255.00 and gave the company an “equal weight” rating 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 stock. According to data from MarketBeat, the stock currently has a consensus rating of “Moderate Buy” and an average price target of $253.04.

Johnson & Johnson 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.