Hendershot Investments Inc. Cuts Stock Position in Johnson & Johnson $JNJ

Hendershot Investments Inc. trimmed its position in shares of Johnson & Johnson (NYSE:JNJ) by 1.9% during the 4th quarter, according to the company in its most recent 13F filing with the SEC. The institutional investor owned 158,598 shares of the company’s stock after selling 3,133 shares during the quarter. Johnson & Johnson makes up approximately 4.2% of Hendershot Investments Inc.’s holdings, making the stock its 6th largest position. Hendershot Investments Inc.’s holdings in Johnson & Johnson were worth $32,822,000 at the end of the most recent reporting period.

Other large investors have also bought and sold shares of the company. Abich Financial Wealth Management LLC bought a new stake in Johnson & Johnson during the 3rd quarter valued at approximately $26,000. Clayton Financial Group LLC bought a new stake in Johnson & Johnson during the 3rd quarter valued at approximately $28,000. Family CFO Inc bought a new stake in Johnson & Johnson during the 4th quarter valued at approximately $31,000. Stone House Investment Management LLC boosted its position in Johnson & Johnson by 58.9% during the 4th quarter. Stone House Investment Management LLC now owns 197 shares of the company’s stock valued at $41,000 after acquiring an additional 73 shares in the last quarter. Finally, Semmax Financial Advisors Inc. boosted its position in Johnson & Johnson by 55.0% during the 2nd quarter. Semmax Financial Advisors Inc. now owns 203 shares of the company’s stock valued at $31,000 after acquiring an additional 72 shares in the last quarter. 69.55% of the stock is owned by institutional investors.

Insider Buying and Selling

In related news, EVP Timothy Schmid sold 22,623 shares of the business’s stock in a transaction that occurred on 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 transaction, 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 position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available at the SEC website. Also, EVP Vanessa Broadhurst sold 6,197 shares of the business’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 transaction of $1,508,287.83. Following the completion of the transaction, the executive vice president owned 23,003 shares of the company’s stock, valued at approximately $5,598,700.17. The trade was a 21.22% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Over the last 90 days, insiders sold 30,142 shares of company stock valued at $7,360,528. 0.16% of the stock is owned by company insiders.

Johnson & Johnson Trading Down 1.6%

NYSE:JNJ opened at $230.51 on Tuesday. The company’s 50 day moving average price is $241.32 and its 200-day moving average price is $217.78. Johnson & Johnson has a 52 week low of $146.12 and a 52 week high of $251.71. The company has a quick ratio of 0.77, a current ratio of 1.03 and a debt-to-equity ratio of 0.48. The stock has a market cap of $555.21 billion, a price-to-earnings ratio of 26.65, a PEG ratio of 2.29 and a beta of 0.34.

Johnson & Johnson (NYSE:JNJ) last announced its quarterly earnings data on Tuesday, April 14th. The company reported $2.70 earnings per share for the quarter, topping analysts’ consensus estimates of $2.68 by $0.02. Johnson & Johnson had a net margin of 21.83% and a return on equity of 32.75%. The company had revenue of $24.06 billion during the quarter, compared to analyst estimates of $23.60 billion. During the same period in the previous year, the business earned $2.77 EPS. The firm’s revenue for the quarter 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, equities research analysts forecast that Johnson & Johnson will post 11.57 earnings per share for the current fiscal year.

Johnson & Johnson Increases Dividend

The company also recently disclosed a quarterly dividend, which will be paid on Tuesday, June 9th. Investors of record on Tuesday, May 26th will be issued a $1.34 dividend. This represents a $5.36 dividend on an annualized basis and a yield of 2.3%. The ex-dividend date is Tuesday, May 26th. This is an increase from Johnson & Johnson’s previous quarterly dividend of $1.30. Johnson & Johnson’s dividend payout ratio (DPR) is presently 60.12%.

Key Headlines Impacting Johnson & Johnson

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

• Positive Sentiment: Q1 beat-and-raise — J&J reported stronger-than-expected Q1 revenue and EPS, raised full?year targets and highlighted resilience in Innovative Medicines and MedTech, which supports earnings momentum and the company’s dividend policy. Johnson & Johnson Stock (JNJ) Opinions on Q1 Earnings Release
• Positive Sentiment: Analyst upgrades — Guggenheim raised its price target to $266 and kept a Buy rating, citing upside from Icotyde and model updates after Q1; other brokers have nudged targets higher as well, which supports upside expectations. Guggenheim Adjusts Price Target on Johnson & Johnson to $266 from $244; Maintains Buy Rating
• Positive Sentiment: Income investor appeal — J&J was named among high?dividend picks (Ray Dalio list) and is being highlighted in dividend-income roundups, reinforcing its attractiveness to yield-focused investors after the recent dividend increase. Johnson & Johnson (JNJ) – One of the 12 High Dividend Stocks Picked by Billionaire Ray Dalio
• Neutral Sentiment: MedTech clinical update — new Tecnis PureSee intraocular lens data were presented, adding credibility to MedTech growth but representing longer?term value rather than an immediate earnings shock. Johnson & Johnson MedTech Data Sparks Fresh Look At JNJ Valuation
• Neutral Sentiment: Dividend?income coverage — J&J appears on curated lists of dividend giants, which tends to stabilize long-term demand but may not move the stock immediately. Put $5,000 In These Dividend Giants and Earn Passive Income Every Quarter
• Negative Sentiment: Insider and institutional selling — QuiverQuant data show heavy insider sales recently and large institutional position changes (some big reductions), which can pressure short?term sentiment and amplify profit?taking after the post?earnings rally. Johnson & Johnson Stock (JNJ) Opinions on Q1 Earnings Release

Analysts Set New Price Targets

A number of equities research analysts have weighed in on the stock. Royal Bank Of Canada restated an “outperform” rating and issued a $265.00 price objective on shares of Johnson & Johnson in a report on Wednesday, April 15th. Daiwa Securities Group upped their price objective on shares of Johnson & Johnson from $237.00 to $246.00 and gave the stock an “outperform” rating in a report on Thursday, April 16th. Raymond James Financial upped their price objective on shares of Johnson & Johnson from $237.00 to $258.00 and gave the stock an “outperform” rating in a report on Wednesday, April 15th. UBS Group restated a “buy” rating on shares of Johnson & Johnson in a report on Monday, January 5th. Finally, Sanford C. Bernstein upped their price objective on shares of Johnson & Johnson from $225.00 to $251.00 and gave the stock a “market perform” rating in a report on Wednesday, April 15th. One investment analyst has rated the stock with a Strong Buy rating, eighteen have given a Buy rating and nine have given a Hold rating to the company. According to MarketBeat.com, the stock presently has a consensus rating of “Moderate Buy” and a consensus target price of $252.48.

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.