Sectoral Asset Management Inc. Has $4.20 Million Stake in Johnson & Johnson $JNJ

Sectoral Asset Management Inc. raised its stake in shares of Johnson & Johnson (NYSE:JNJ) by 32.7% in the 4th quarter, according to its most recent disclosure with the SEC. The firm owned 20,300 shares of the company’s stock after purchasing an additional 5,000 shares during the period. Johnson & Johnson accounts for about 3.3% of Sectoral Asset Management Inc.’s investment portfolio, making the stock its 7th biggest holding. Sectoral Asset Management Inc.’s holdings in Johnson & Johnson were worth $4,201,000 as of its most recent filing with the SEC.

Other hedge funds have also bought and sold shares of the company. Cresta Advisors Ltd. bought a new stake in Johnson & Johnson during the fourth quarter valued at about $26,000. Abich Financial Wealth Management LLC bought a new stake in Johnson & Johnson during the third quarter valued at about $26,000. DecisionPoint Financial LLC grew its holdings in Johnson & Johnson by 104.2% during the fourth quarter. DecisionPoint Financial LLC now owns 147 shares of the company’s stock valued at $30,000 after purchasing an additional 75 shares during the period. Bay Harbor Wealth Management LLC grew its holdings in Johnson & Johnson by 49.0% during the fourth quarter. Bay Harbor Wealth Management LLC now owns 149 shares of the company’s stock valued at $31,000 after purchasing an additional 49 shares during the period. Finally, Family CFO Inc bought a new stake in Johnson & Johnson during the fourth quarter valued at about $31,000. Institutional investors own 69.55% of the company’s stock.

Johnson & Johnson Stock Performance

NYSE:JNJ opened at $234.67 on Monday. 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 1 year low of $149.04 and a 1 year high of $251.71. The stock’s 50 day simple moving average is $234.02 and its two-hundred day simple moving average is $223.54. The company has a market cap of $564.91 billion, a price-to-earnings ratio of 27.13, a PEG ratio of 2.29 and a beta of 0.27.

Johnson & Johnson (NYSE:JNJ) last released its quarterly earnings data 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 business had revenue of $24.06 billion for the quarter, compared to the consensus estimate of $23.60 billion. During the same quarter in the previous year, the company posted $2.77 EPS. The company’s revenue was up 9.9% compared to the same quarter last year. Johnson & Johnson has set its FY 2026 guidance at 11.450-11.650 EPS. As a group, equities analysts anticipate 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. Shareholders of record on Tuesday, May 26th will be paid a $1.34 dividend. This represents a $5.36 dividend on an annualized basis and a yield of 2.3%. The ex-dividend date of this dividend is Tuesday, May 26th. This is a positive change from Johnson & Johnson’s previous quarterly dividend of $1.30. Johnson & Johnson’s dividend payout ratio is presently 60.12%.

More Johnson & Johnson News

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

• Positive Sentiment: Johnson & Johnson received favorable coverage for its diversified pharma and MedTech businesses, with analysts saying its pipeline progress and stronger 2026 outlook make it better positioned than Pfizer despite patent risks. J&J & Pfizer Face Patent Risks: Which Stock Looks Better Positioned?
• Positive Sentiment: The company announced China approval for nipocalimab, a regulatory win that expands the drug’s commercial potential and supports sentiment around J&J’s pipeline. Johnson & Johnson says nipocalimab approved in China
• Positive Sentiment: J&J also highlighted a next-generation coronary artery disease catheter, reinforcing growth prospects in its MedTech segment and ongoing innovation in interventional medicine. Johnson & Johnson (JNJ) Unveils Next-Gen Catheter for Coronary Artery Disease
• Positive Sentiment: J&J announced a collaboration to build a global intelligent operating room network with Abu Dhabi’s health department, adding another AI-driven MedTech initiative that could strengthen its long-term growth story. Johnson & Johnson Advances Creation of Global Intelligent OR Network
• Neutral Sentiment: J&J was included in broader dividend and blue-chip stock commentary, which may reinforce its reputation as a defensive income stock but does not appear to be a major direct driver. The Dividend Stocks That Can Replace a $65,000 Income and What They’ll Cost You
• Neutral Sentiment: Another article framed J&J as a defensive growth stock, supporting the bull case but offering little new fundamental information. Why Johnson & Johnson (JNJ) Still Fits a Defensive Growth Case
• Negative Sentiment: ImmunityBio said its ANKTIVA-based bladder cancer data shows a cost advantage versus J&J’s TAR-200, which could raise competitive pressure in an important oncology area. IBRX Says ANKTIVA Delivers Up To $314K Cost Advantage Over J&J’s TAR-200

Analysts Set New Price Targets

Several equities analysts have recently commented on the company. Guggenheim boosted their price objective on Johnson & Johnson from $244.00 to $266.00 and gave the company a “buy” rating in a research report on Monday, April 20th. Daiwa Securities Group boosted their price objective on Johnson & Johnson from $237.00 to $246.00 and gave the company an “outperform” rating in a research report on Thursday, April 16th. Wells Fargo & Company boosted their price objective on Johnson & Johnson from $240.00 to $263.00 and gave the company an “overweight” rating in a research report on Wednesday, April 15th. Morgan Stanley set a $283.00 price objective on Johnson & Johnson in a research report on Wednesday, April 15th. Finally, The Goldman Sachs Group boosted their price objective on Johnson & Johnson from $265.00 to $275.00 and gave the company a “buy” rating in a research report on Wednesday, April 15th. Twenty analysts have rated the stock with a Buy rating and seven have issued a Hold rating to the company. According to data from MarketBeat.com, the company has an average rating of “Moderate Buy” and an average target price of $253.04.

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.