May Hill Capital LLC Purchases 3,772 Shares of Johnson & Johnson $JNJ

May Hill Capital LLC lifted its position in Johnson & Johnson (NYSE:JNJ) by 113.1% during the 4th quarter, according to the company in its most recent Form 13F filing with the SEC. The firm owned 7,108 shares of the company’s stock after purchasing an additional 3,772 shares during the quarter. May Hill Capital LLC’s holdings in Johnson & Johnson were worth $1,471,000 at the end of the most recent quarter.

Several other institutional investors have also recently made changes to their positions in JNJ. AustralianSuper Pty Ltd increased its stake in Johnson & Johnson by 632.0% in the third quarter. AustralianSuper Pty Ltd now owns 89,183 shares of the company’s stock valued at $16,536,000 after acquiring an additional 77,000 shares during the last quarter. J.W. Cole Advisors Inc. increased its stake in Johnson & Johnson by 2.2% in the third quarter. J.W. Cole Advisors Inc. now owns 130,934 shares of the company’s stock valued at $24,278,000 after acquiring an additional 2,769 shares during the last quarter. Guinness Asset Management LTD increased its stake in Johnson & Johnson by 0.4% in the third quarter. Guinness Asset Management LTD now owns 1,383,195 shares of the company’s stock valued at $251,216,000 after acquiring an additional 5,994 shares during the last quarter. Greenberg Financial Group bought a new position in Johnson & Johnson in the fourth quarter valued at $954,000. Finally, National Pension Service increased its stake in Johnson & Johnson by 3.2% in the third quarter. National Pension Service now owns 4,926,569 shares of the company’s stock valued at $913,484,000 after acquiring an additional 151,707 shares during the last quarter. Institutional investors own 69.55% of the company’s stock.

Johnson & Johnson Stock Down 1.7%

JNJ opened at $226.81 on Friday. The company has a market cap of $545.98 billion, a P/E ratio of 26.22, a P/E/G ratio of 2.22 and a beta of 0.27. The business’s 50-day moving average price is $235.13 and its 200-day moving average price is $221.79. 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.

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

Johnson & Johnson Increases Dividend

The business also recently disclosed a quarterly dividend, which will be paid on Tuesday, June 9th. Stockholders of record on Tuesday, May 26th will be issued a $1.34 dividend. This is an increase from Johnson & Johnson’s previous quarterly dividend of $1.30. This represents a $5.36 annualized dividend and a dividend yield of 2.4%. The ex-dividend date is Tuesday, May 26th. Johnson & Johnson’s dividend payout ratio (DPR) is presently 60.12%.

Analyst Upgrades and Downgrades

A number of research analysts recently commented on JNJ shares. Wells Fargo & Company increased their target price on Johnson & Johnson from $240.00 to $263.00 and gave the company an “overweight” rating in a research note on Wednesday, April 15th. Loop Capital set a $220.00 target price on Johnson & Johnson in a research note on Tuesday, January 27th. JPMorgan Chase & Co. increased their target price on Johnson & Johnson from $250.00 to $260.00 and gave the company a “neutral” rating in a research note on Wednesday, April 15th. Sanford C. Bernstein increased their target price on Johnson & Johnson from $225.00 to $251.00 and gave the company a “market perform” rating in a research note on Wednesday, April 15th. Finally, Stifel Nicolaus increased their target price on Johnson & Johnson from $220.00 to $250.00 and gave the company a “hold” rating in a research note on Wednesday, April 15th. Twenty analysts have rated the stock with a Buy rating and seven have issued a Hold rating to the stock. Based on data from MarketBeat.com, the stock has a consensus rating of “Moderate Buy” and a consensus target price of $253.04.

Insider Activity

In other news, EVP Vanessa Broadhurst sold 6,197 shares of Johnson & Johnson stock in a transaction dated 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 transaction, the executive vice president owned 23,003 shares in the company, valued at approximately $5,598,700.17. The trade was a 21.22% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this hyperlink. Also, EVP Timothy Schmid sold 22,623 shares of the firm’s stock in a transaction dated Wednesday, February 18th. The stock was sold at an average price of $244.33, for a total value of $5,527,477.59. Following the completion of the sale, the executive vice president directly owned 26,769 shares in the company, valued at $6,540,469.77. The trade was a 45.80% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. In the last quarter, insiders sold 30,142 shares of company stock worth $7,360,528. Company insiders own 0.16% of the company’s stock.

Key Stories Impacting Johnson & Johnson

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

• Positive Sentiment: Leerink Partners upgraded Johnson & Johnson (JNJ) to Outperform, which can help investor sentiment and suggests the firm sees more upside from current levels. Leerink Partners upgrades Johnson & Johnson (JNJ)
• Positive Sentiment: A new article says J&J’s story is shifting as newer drugs such as Icotyde, Inlexzo, Tecvayli and Tremfya gain attention, while a valuation update nudged fair value slightly higher. That points to continued pipeline progress as a key long-term driver. How The Story For Johnson & Johnson (JNJ) Is Shifting With New Drugs And Legal Twists
• Positive Sentiment: CAPLYTA data highlighted favorable efficacy and safety versus competing antipsychotics, reinforcing the value of J&J’s mental-health franchise and broader pipeline depth. CAPLYTA Data Highlights Johnson & Johnson Valuation And Mental Health Story
• Neutral Sentiment: MeiraGTx reported an asset purchase agreement with Johnson & Johnson for bota-vec, a transaction that appears more strategic than immediately material for earnings, but it shows J&J remains active in bolt-on pipeline deals. MeiraGTx Reports First Quarter 2026 Financial and Operational Results
• Neutral Sentiment: Recent bladder-cancer survey coverage reinforces the need for better therapies, which supports the market’s broader view that J&J’s oncology and urology pipeline could have room to grow, though the report itself does not change fundamentals immediately. Groundbreaking global survey captures the significant patient burden experienced with current standard-of-care bladder cancer treatments, underscoring urgency for continued innovation
• Negative Sentiment: Articles note Johnson & Johnson has been down since its last earnings report, indicating some investors remain cautious despite the company’s stable fundamentals and defensive profile. Why Is Johnson & Johnson (JNJ) Down 3.5% Since Last Earnings Report?

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.