Johnson & Johnson $JNJ Stock Position Lifted by Highland Capital Management LLC

Highland Capital Management LLC lifted its position in Johnson & Johnson (NYSE:JNJ) by 4.1% in the 4th quarter, Holdings Channel.com reports. The fund owned 62,606 shares of the company’s stock after acquiring an additional 2,465 shares during the period. Johnson & Johnson makes up 0.6% of Highland Capital Management LLC’s investment portfolio, making the stock its 26th largest position. Highland Capital Management LLC’s holdings in Johnson & Johnson were worth $12,956,000 as of its most recent filing with the Securities and Exchange Commission.

Several other institutional investors and hedge funds have also made changes to their positions in JNJ. Vanguard Group Inc. lifted its position in shares of Johnson & Johnson by 1.6% in the 4th quarter. Vanguard Group Inc. now owns 240,349,660 shares of the company’s stock worth $49,740,362,000 after buying an additional 3,731,074 shares during the last quarter. Wellington Management Group LLP raised its stake in Johnson & Johnson by 3.8% during the third quarter. Wellington Management Group LLP now owns 25,832,777 shares of the company’s stock worth $4,789,914,000 after acquiring an additional 956,239 shares during the period. Bank of New York Mellon Corp raised its stake in Johnson & Johnson by 3.5% during the third quarter. Bank of New York Mellon Corp now owns 24,637,649 shares of the company’s stock worth $4,568,313,000 after acquiring an additional 835,146 shares during the period. Legal & General Group Plc lifted its holdings in Johnson & Johnson by 2.8% in the third quarter. Legal & General Group Plc now owns 19,450,064 shares of the company’s stock worth $3,606,431,000 after acquiring an additional 532,790 shares during the last quarter. Finally, Amundi boosted its stake in Johnson & Johnson by 19.3% in the third quarter. Amundi now owns 13,354,936 shares of the company’s stock valued at $2,512,719,000 after acquiring an additional 2,163,838 shares during the period. 69.55% of the stock is owned by institutional investors and hedge funds.

Wall Street Analyst Weigh In

JNJ has been the topic of a number of research reports. TD Cowen assumed coverage on Johnson & Johnson in a research report on Wednesday, April 8th. They set a “buy” rating and a $250.00 price target on the stock. HSBC boosted their price objective on Johnson & Johnson from $265.00 to $280.00 and gave the company a “buy” rating in a research report on Tuesday, March 17th. Royal Bank Of Canada reaffirmed an “outperform” rating and issued a $265.00 target price on shares of Johnson & Johnson in a research report on Wednesday, April 15th. Weiss Ratings cut Johnson & Johnson from a “buy (b+)” rating to a “buy (b)” rating in a research note on Friday, April 24th. Finally, Leerink Partners boosted their price target on shares of Johnson & Johnson from $232.00 to $252.00 and gave the company a “market perform” rating in a report on Wednesday, April 15th. Eighteen equities research 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 company currently has a consensus rating of “Moderate Buy” and an average price target of $252.48.

Johnson & Johnson Stock Down 0.5%

Shares of JNJ stock opened at $224.47 on Thursday. Johnson & Johnson has a 1 year low of $146.12 and a 1 year high of $251.71. The company has a debt-to-equity ratio of 0.46, a quick ratio of 0.77 and a current ratio of 1.03. The business’s fifty day moving average is $238.07 and its 200-day moving average is $220.38. The stock has a market cap of $540.35 billion, a PE ratio of 25.95, a price-to-earnings-growth ratio of 2.21 and a beta of 0.27.

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, beating the consensus estimate of $2.68 by $0.02. The business had revenue of $24.06 billion during the quarter, compared to analyst estimates of $23.60 billion. Johnson & Johnson had a return on equity of 32.60% and a net margin of 21.83%.The company’s revenue was up 9.9% on a year-over-year basis. During the same quarter in the prior year, the firm posted $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 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 dividend of $1.34 per share. 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 annualized dividend and a dividend yield of 2.4%. Johnson & Johnson’s payout ratio is 60.12%.

Johnson & Johnson News Roundup

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

• Positive Sentiment: TREMFYA showed statistically significant benefit in a Phase 3 study for perianal fistulizing Crohn’s disease — a meaningful clinical win that could expand TREMFYA’s IBD label and support long?term sales growth in immunology. TREMFYA study press release
• Positive Sentiment: JNJ reported strong Phase 2b data for investigational co?antibody JNJ?4804 in refractory IBD (DUET studies), supporting advancement toward Phase 3 and adding pipeline optionality versus current therapies. JNJ?4804 DUET data
• Positive Sentiment: Johnson & Johnson’s Ottava surgical robot reportedly met endpoints in a pivotal bariatric study — a promising signal for the company’s MedTech R&D and future device commercialization. Ottava study
• Neutral Sentiment: Market pieces and screeners continue to highlight JNJ as a Dividend King and a dividend?income option (Fool, 247wallst, Zacks coverage), which supports steady investor demand from income-focused holders but is unlikely to move the stock dramatically by itself. Safer Dividend King article
• Neutral Sentiment: Broad reporting notes J&J is expanding its clinical pipeline across immunology, MedTech and AI initiatives — constructive for long?term growth but mostly early?stage in terms of revenue impact. Pipeline expansion article
• Negative Sentiment: CVS will drop J&J’s Stelara from its main formularies in favor of lower?cost interchangeable biosimilars starting July 1 — a near?term commercial headwind for Stelara sales and an obvious driver of downward pressure on the shares. CVS drops Stelara
• Negative Sentiment: Coverage notes mixed IBD results: while some J&J programs show promise, at least one trial missed its primary endpoint (coverage describes advancement “despite” a miss), creating short?term uncertainty about timing/scale of benefits and raising questions for near?term sales guidance. Stat News coverage

Insider Activity

In related news, EVP Vanessa Broadhurst sold 6,197 shares of the stock in a transaction that occurred on Tuesday, February 17th. The shares were sold at an average price of $243.39, for a total transaction of $1,508,287.83. Following the completion of the sale, the executive vice president directly owned 23,003 shares of the company’s stock, valued at $5,598,700.17. This represents a 21.22% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available at the SEC website. Also, EVP Timothy Schmid sold 22,623 shares of the firm’s stock in a transaction that occurred on Wednesday, February 18th. The stock was sold at an average price of $244.33, for a total transaction of $5,527,477.59. Following the sale, the executive vice president owned 26,769 shares of the company’s stock, 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 90 days, insiders have sold 30,142 shares of company stock valued at $7,360,528. Insiders own 0.16% of the company’s stock.

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.