Managed Asset Portfolios LLC Decreases Position in Johnson & Johnson $JNJ

Managed Asset Portfolios LLC cut its stake in shares of Johnson & Johnson (NYSE:JNJ) by 51.7% during the fourth quarter, HoldingsChannel reports. The firm owned 83,048 shares of the company’s stock after selling 88,754 shares during the quarter. Johnson & Johnson comprises 2.1% of Managed Asset Portfolios LLC’s holdings, making the stock its 23rd largest position. Managed Asset Portfolios LLC’s holdings in Johnson & Johnson were worth $17,187,000 as of its most recent SEC filing.

A number of other hedge funds and other institutional investors have also added to or reduced their stakes in the stock. Abich Financial Wealth Management LLC purchased a new stake in shares of Johnson & Johnson in the third quarter worth approximately $26,000. DecisionPoint Financial LLC raised its holdings in shares of Johnson & Johnson by 104.2% in the fourth quarter. DecisionPoint Financial LLC now owns 147 shares of the company’s stock worth $30,000 after buying an additional 75 shares during the period. Semmax Financial Advisors Inc. raised its holdings in shares of Johnson & Johnson by 55.0% in the second quarter. Semmax Financial Advisors Inc. now owns 203 shares of the company’s stock worth $31,000 after buying an additional 72 shares during the period. Family CFO Inc purchased a new stake in shares of Johnson & Johnson in the fourth quarter worth approximately $31,000. Finally, Turning Point Benefit Group Inc. purchased a new stake in shares of Johnson & Johnson in the third quarter worth approximately $41,000. 69.55% of the stock is currently owned by hedge funds and other institutional investors.

Key Headlines Impacting Johnson & Johnson

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

• Positive Sentiment: FDA priority review and label expansion lift pipeline outlook — the FDA granted Priority Review for IMAAVY in warm autoimmune hemolytic anemia and approved a supplemental NDA for CAPLYTA, broadening J&J’s late?stage and approved drug mix and improving near?term revenue/valuation visibility. FDA Decisions Put Johnson & Johnson’s Growth And Valuation In Focus
• Positive Sentiment: Clinical readout supports commercial potential — updated Phase 3 Vivacity?MG3 data show sustained efficacy for IMAAVY in generalized myasthenia, strengthening the drug’s commercial case if approved and reducing clinical risk for a material growth driver. Johnson & Johnson (JNJ) Highlights Sustained Efficacy in Vivacity-MG3 Trial
• Positive Sentiment: Orderly IR succession reduces governance risk — J&J named Ryan Koors as Vice President, Investor Relations (effective May 7), replacing Darren Snellgrove; the quick internal replacement suggests continuity in communications with investors. Johnson & Johnson Appoints Ryan Koors as Vice President, Investor Relations
• Positive Sentiment: Analyst upgrades lift earnings outlook — Erste Group nudged up FY2026/27 EPS estimates for JNJ, signaling modestly stronger consensus fundamentals that can support multiple expansion. (Analyst note reported April 27)
• Neutral Sentiment: Talent move to Halozyme could be mixed — Halozyme’s appointment of a new CFO (a veteran from J&J) highlights J&J’s role as a talent source; impact on JNJ is likely neutral given the rapid IR replacement but worth watching for further departures. Halozyme Appoints New Chief Financial Officer to Drive Growth

Insiders Place Their Bets

In other news, EVP Vanessa Broadhurst sold 6,197 shares of the firm’s stock in a transaction on Tuesday, February 17th. The stock was sold at an average price of $243.39, for a total value of $1,508,287.83. Following the completion of the sale, the executive vice president owned 23,003 shares of the company’s stock, valued at $5,598,700.17. This trade represents a 21.22% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available through this hyperlink. Also, EVP Timothy Schmid sold 1,322 shares of the firm’s stock in a transaction on Friday, February 20th. The stock was sold at an average price of $245.66, for a total value of $324,762.52. Following the completion of the sale, the executive vice president directly owned 25,447 shares of the company’s stock, valued at $6,251,310.02. The trade was a 4.94% decrease in their position. The SEC filing for this sale provides additional information. Insiders sold a total of 30,142 shares of company stock valued at $7,360,528 in the last three months. Insiders own 0.16% of the company’s stock.

Johnson & Johnson Stock Up 1.2%

Shares of NYSE JNJ opened at $230.14 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. The stock has a market capitalization of $554.00 billion, a PE ratio of 26.61, a price-to-earnings-growth ratio of 2.23 and a beta of 0.34. The stock’s fifty day simple moving average is $238.83 and its two-hundred day simple moving average is $219.50. Johnson & Johnson has a 12-month low of $146.12 and a 12-month high of $251.71.

Johnson & Johnson (NYSE:JNJ) last announced its earnings results on Tuesday, April 14th. The company reported $2.70 earnings per share (EPS) for the quarter, beating the consensus estimate of $2.68 by $0.02. The business had revenue of $24.06 billion for the quarter, compared to analysts’ expectations 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% on a year-over-year basis. During the same quarter last year, the firm earned $2.77 EPS. Johnson & Johnson has set its FY 2026 guidance at 11.450-11.650 EPS. As a group, analysts expect that Johnson & Johnson will post 11.57 EPS for the current fiscal year.

Johnson & Johnson Increases Dividend

The firm also recently disclosed a quarterly dividend, which will be paid on Tuesday, June 9th. Stockholders of record on Tuesday, May 26th will be given a $1.34 dividend. This represents a $5.36 dividend on an annualized basis and a dividend yield of 2.3%. The ex-dividend date of this dividend is Tuesday, May 26th. This is a positive change from Johnson & Johnson’s previous quarterly dividend of $1.30. Johnson & Johnson’s payout ratio is 61.97%.

Analysts Set New Price Targets

Several equities research analysts have recently weighed in on the company. Freedom Capital downgraded Johnson & Johnson from a “strong-buy” rating to a “hold” rating in a report on Friday, January 16th. UBS Group reiterated a “buy” rating on shares of Johnson & Johnson in a report on Monday, January 5th. Leerink Partners increased their price target on Johnson & Johnson from $232.00 to $252.00 and gave the stock a “market perform” rating in a report on Wednesday, April 15th. Royal Bank Of Canada restated an “outperform” rating and set a $265.00 price objective on shares of Johnson & Johnson in a report on Wednesday, April 15th. Finally, Daiwa Securities Group raised their price objective on Johnson & Johnson from $237.00 to $246.00 and gave the stock an “outperform” rating in a report on Thursday, April 16th. Eighteen investment analysts have rated the stock with a Buy rating and nine have given a Hold rating to the stock. Based on data from MarketBeat, the stock presently has an average rating of “Moderate Buy” and a consensus target price of $252.48.

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.