Retirement Planning Group LLC Boosts Stock Position in Johnson & Johnson $JNJ

Retirement Planning Group LLC increased its stake in shares of Johnson & Johnson (NYSE:JNJ) by 14.3% in the fourth quarter, HoldingsChannel reports. The firm owned 20,272 shares of the company’s stock after buying an additional 2,529 shares during the quarter. Retirement Planning Group LLC’s holdings in Johnson & Johnson were worth $4,195,000 at the end of the most recent reporting period.

A number of other hedge funds and other institutional investors have also recently added to or reduced their stakes in the stock. WealthCollab LLC increased its position in Johnson & Johnson by 4.7% during the 4th quarter. WealthCollab LLC now owns 1,015 shares of the company’s stock worth $210,000 after purchasing an additional 46 shares in the last quarter. MMA Asset Management LLC increased its position in Johnson & Johnson by 1.3% during the 4th quarter. MMA Asset Management LLC now owns 3,600 shares of the company’s stock worth $745,000 after purchasing an additional 46 shares in the last quarter. Vista Investment Partners II LLC increased its position in Johnson & Johnson by 1.2% during the 4th quarter. Vista Investment Partners II LLC now owns 3,811 shares of the company’s stock worth $789,000 after purchasing an additional 47 shares in the last quarter. Campbell Deegan Wealth Management LLC increased its position in Johnson & Johnson by 1.6% during the 4th quarter. Campbell Deegan Wealth Management LLC now owns 2,990 shares of the company’s stock worth $619,000 after purchasing an additional 48 shares in the last quarter. Finally, Finivi Inc. increased its position in Johnson & Johnson by 2.0% during the 4th quarter. Finivi Inc. now owns 2,458 shares of the company’s stock worth $509,000 after purchasing an additional 48 shares in the last quarter. Hedge funds and other institutional investors own 69.55% of the company’s stock.

Johnson & Johnson Stock Performance

Johnson & Johnson stock opened at $221.17 on Friday. The stock’s 50-day moving average is $237.59 and its 200-day moving average is $220.58. The company has a market cap of $532.41 billion, a price-to-earnings ratio of 25.57, a price-to-earnings-growth ratio of 2.18 and a beta of 0.27. The company has a debt-to-equity ratio of 0.46, a current ratio of 1.03 and a quick ratio of 0.77. Johnson & Johnson has a 12 month low of $146.12 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 analysts’ consensus estimates of $2.68 by $0.02. The company 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% compared to the same quarter last year. During the same period last year, the business posted $2.77 EPS. Johnson & Johnson has set its FY 2026 guidance at 11.450-11.650 EPS. Equities analysts anticipate that Johnson & Johnson will post 11.57 earnings per share for the current year.

Johnson & Johnson Increases Dividend

The company 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 a positive change from Johnson & Johnson’s previous quarterly dividend of $1.30. The ex-dividend date is Tuesday, May 26th. This represents a $5.36 dividend on an annualized basis and a dividend yield of 2.4%. Johnson & Johnson’s dividend payout ratio (DPR) is 60.12%.

Insider Transactions at Johnson & Johnson

In other news, EVP Vanessa Broadhurst sold 6,197 shares of the 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 completion of the sale, the executive vice president owned 23,003 shares in the company, valued at approximately $5,598,700.17. This trade represents a 21.22% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through this link. Also, EVP Timothy Schmid sold 22,623 shares of the stock in a transaction dated Wednesday, February 18th. The shares were 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 owned 26,769 shares of the company’s stock, valued at approximately $6,540,469.77. This trade represents a 45.80% decrease in their position. The SEC filing for this sale provides additional information. Over the last 90 days, insiders sold 30,142 shares of company stock worth $7,360,528. Company insiders own 0.16% of the company’s stock.

Analyst Upgrades and Downgrades

A number of analysts have issued reports on the company. The Goldman Sachs Group raised their price target on Johnson & Johnson from $265.00 to $275.00 and gave the stock a “buy” rating in a research note on Wednesday, April 15th. Scotiabank reissued an “outperform” rating on shares of Johnson & Johnson in a research note on Thursday, January 22nd. Morgan Stanley set a $283.00 price target on Johnson & Johnson in a research note on Wednesday, April 15th. Leerink Partners raised their price target on Johnson & Johnson from $232.00 to $252.00 and gave the stock a “market perform” rating in a research note on Wednesday, April 15th. Finally, Wells Fargo & Company raised their price target on Johnson & Johnson from $240.00 to $263.00 and gave the stock an “overweight” rating in a research note on Wednesday, April 15th. Eighteen equities research analysts have rated the stock with a Buy rating and nine have issued a Hold rating to the company’s stock. According to data from MarketBeat, the stock presently has a consensus rating of “Moderate Buy” and an average target price of $252.48.

Trending Headlines about Johnson & Johnson

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

• Positive Sentiment: Erste Group Bank raised its FY2027 earnings estimate for Johnson & Johnson to $12.66 per share from $12.63, reinforcing the view that earnings power remains solid and slightly better than expected.
• Positive Sentiment: J&J’s cancer business continues to be a growth driver, with reports highlighting Darzalex, Erleada, and newer launches helping oncology sales grow strongly in the latest quarter and supporting the company’s long-term target of $50 billion in cancer sales by 2030. Darzalex, Erleada & New Drugs Keep J&J’s Oncology Engine Charged in Q1
• Positive Sentiment: Several articles also pointed to Johnson & Johnson as a favored dividend compounder, which can appeal to income investors looking for stability and long-term payouts. This Dividend Pro Likes Banks, Semi-Equipment Stocks, Altria, and J&J
• Neutral Sentiment: J&J also launched its “Generation Fine” mental health campaign, which is more of a brand and awareness initiative than a direct earnings catalyst, though it underscores continued investment in neuropsychiatry. Johnson & Johnson launches Generation Fine
• Neutral Sentiment: At the same time, recent pipeline commentary was mixed: J&J reported positive progress in some programs, but one mid-stage inflammatory bowel disease candidate did not meet its main endpoint, creating some offsetting uncertainty. Johnson And Johnson Balances Mental Health Push With Mixed Pipeline Outlook

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.