Pinion Investment Advisors LLC bought a new stake in Johnson & Johnson (NYSE:JNJ – Free Report) during the fourth quarter, Holdings Channel reports. The institutional investor bought 2,369 shares of the company’s stock, valued at approximately $490,000.
Other institutional investors and hedge funds have also recently bought and sold shares of the company. Riverbend Wealth Management LLC grew its stake in shares of Johnson & Johnson by 8.8% in the 4th quarter. Riverbend Wealth Management LLC now owns 5,254 shares of the company’s stock valued at $1,087,000 after buying an additional 424 shares in the last quarter. Sava Infond d.o.o. grew its stake in shares of Johnson & Johnson by 7.1% in the 4th quarter. Sava Infond d.o.o. now owns 18,020 shares of the company’s stock valued at $3,729,000 after buying an additional 1,200 shares in the last quarter. Klingman & Associates LLC grew its stake in shares of Johnson & Johnson by 1.1% in the 4th quarter. Klingman & Associates LLC now owns 17,792 shares of the company’s stock valued at $3,682,000 after buying an additional 191 shares in the last quarter. Veracity Capital LLC grew its stake in shares of Johnson & Johnson by 4.0% in the 4th quarter. Veracity Capital LLC now owns 3,549 shares of the company’s stock valued at $735,000 after buying an additional 135 shares in the last quarter. Finally, Resonant Capital Advisors LLC grew its stake in shares of Johnson & Johnson by 4.0% in the 4th quarter. Resonant Capital Advisors LLC now owns 32,912 shares of the company’s stock valued at $6,811,000 after buying an additional 1,265 shares in the last quarter. Hedge funds and other institutional investors own 69.55% of the company’s stock.
Insider Buying and Selling
In other news, EVP Timothy Schmid sold 1,322 shares of the company’s stock in a transaction that occurred on Friday, February 20th. The stock was sold at an average price of $245.66, for a total transaction of $324,762.52. Following the completion of the transaction, the executive vice president directly owned 25,447 shares in the company, valued at $6,251,310.02. The trade was a 4.94% decrease in their ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through the SEC website. Also, EVP Vanessa Broadhurst sold 6,197 shares of the company’s stock in a transaction that occurred 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 transaction, the executive vice president owned 23,003 shares of the company’s stock, valued at approximately $5,598,700.17. This trade represents a 21.22% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders have sold 30,142 shares of company stock valued at $7,360,528 in the last ninety days. Company insiders own 0.16% of the company’s stock.
Wall Street Analysts Forecast Growth
View Our Latest Analysis on Johnson & Johnson
Key Headlines Impacting Johnson & Johnson
Here are the key news stories impacting Johnson & Johnson this week:
- Positive Sentiment: FDA actions boost late?stage and approved pipeline: the FDA granted Priority Review to IMAAVY (nipocalimab) for warm autoimmune hemolytic anemia and approved a supplemental NDA for CAPLYTA (lumateperone) to prevent schizophrenia relapse — both expand J&J’s immunology and neuropsychiatry franchises and increase near? and mid?term commercial optionality. FDA Decisions Put Johnson & Johnson’s Growth And Valuation In Focus
- Positive Sentiment: Cardiovascular M&A to broaden MedTech exposure: J&J agreed to buy Atraverse Medical to add the Hotwire left?heart access system, supporting growth in atrial fibrillation and cardiac?ablation markets and strengthening MedTech revenue mix. Johnson And Johnson Expands Heart Portfolio With Atraverse Deal And Valuation Upside
- Positive Sentiment: Analyst upgrades: Erste Group raised FY2026/2027 EPS forecasts for J&J (modest increases to $11.57 for FY2026 and $12.63 for FY2027), signalling improving analyst confidence in earnings trajectory. MarketBeat JNJ coverage
- Positive Sentiment: MedTech improvement continuing: management commentary and analyst notes point to sequential recovery in medical devices, supporting topline momentum in the higher?margin MedTech segment. J&J Sees Continued MedTech Improvement in Q1, Eyes Better 2026
- Positive Sentiment: Dividend and quality recognition: J&J continues to be featured among dividend?focused and quality stock lists (Dividend Kings/Reddit picks), which supports demand from income and defensive investors. 3 Dividend Kings That Have Outrun the Nasdaq Over 12 Months
- Neutral Sentiment: Quarterly results and guidance context: J&J reported a slight EPS beat for the quarter and reiterated FY2026 EPS guidance in the 11.45–11.65 range; steady fundamentals but not a dramatic surprise. MarketBeat JNJ coverage
- Neutral Sentiment: ETF/sector flow context: broader pharma/healthcare ETF and sector stories (Invesco PJP coverage) can influence relative flows into JNJ but are not company?specific catalysts. Should You Invest in the Invesco Pharmaceuticals ETF (PJP)?
- Neutral Sentiment: Market focus / headlines: coverage noting J&J “gains focus” in the S&P can lift attention but not necessarily valuation immediately. Johnson & Johnson Gains Focus In S&P 500 today Watch
- Negative Sentiment: Recent share weakness and valuation scrutiny: analysts and writeups point to a ~6% one?month pullback and renewed focus on valuation after short?term underperformance, which can pressure sentiment and short?term flows. A Look At Johnson & Johnson (JNJ) Valuation After Recent Share Price Weakness
- Negative Sentiment: Controversial distribution plan flagged: reports that J&J plans to sell some prescription drugs to TrumpRx as a cost?reduction move introduce reputational and political risk that could concern some investors and payors. Johnson & Johnson Plans to Sell Prescription Drugs to TrumpRx in Cost-Reduction Push
Johnson & Johnson Stock Down 0.2%
Shares of Johnson & Johnson stock opened at $227.30 on Thursday. The stock has a market capitalization of $547.16 billion, a P/E ratio of 26.28, a PEG ratio of 2.21 and a beta of 0.34. The company has a quick ratio of 0.77, a current ratio of 1.03 and a debt-to-equity ratio of 0.46. The stock has a 50 day moving average price of $239.16 and a two-hundred day moving average price of $219.43. Johnson & Johnson has a 12-month low of $146.12 and a 12-month high of $251.71.
Johnson & Johnson (NYSE:JNJ – Get Free Report) last announced its earnings results on Tuesday, April 14th. The company reported $2.70 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $2.68 by $0.02. Johnson & Johnson had a return on equity of 32.60% and a net margin of 21.83%.The firm’s revenue for the quarter was up 9.9% compared to the same quarter last year. During the same quarter in the previous year, the company earned $2.77 earnings per share. Johnson & Johnson has set its FY 2026 guidance at 11.450-11.650 EPS. Equities analysts expect that Johnson & Johnson will post 11.57 earnings per share for the current year.
Johnson & Johnson Increases Dividend
The business also recently announced 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. The ex-dividend date of this dividend is Tuesday, May 26th. This is an increase from Johnson & Johnson’s previous quarterly dividend of $1.30. This represents a $5.36 dividend on an annualized basis and a yield of 2.4%. Johnson & Johnson’s dividend payout ratio (DPR) is currently 60.12%.
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.
See Also
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