Johnson & Johnson $JNJ Stock Position Lifted by Rothschild Wealth LLC

Rothschild Wealth LLC boosted its stake in shares of Johnson & Johnson (NYSE:JNJ) by 84.0% during the fourth quarter, HoldingsChannel.com reports. The firm owned 11,237 shares of the company’s stock after acquiring an additional 5,130 shares during the period. Rothschild Wealth LLC’s holdings in Johnson & Johnson were worth $2,326,000 as of its most recent SEC filing.

A number of other institutional investors and hedge funds have also recently added to or reduced their stakes in the stock. Rakuten Investment Management Inc. grew its position in Johnson & Johnson by 597.0% during the fourth quarter. Rakuten Investment Management Inc. now owns 316,901 shares of the company’s stock valued at $65,776,000 after purchasing an additional 271,433 shares in the last quarter. Beacon Financial Advisory LLC grew its position in Johnson & Johnson by 1.9% during the fourth quarter. Beacon Financial Advisory LLC now owns 3,242 shares of the company’s stock valued at $671,000 after purchasing an additional 62 shares in the last quarter. Abound Financial LLC purchased a new position in Johnson & Johnson during the fourth quarter valued at approximately $86,000. L2 Asset Management LLC grew its position in Johnson & Johnson by 4.9% during the fourth quarter. L2 Asset Management LLC now owns 5,203 shares of the company’s stock valued at $1,077,000 after purchasing an additional 245 shares in the last quarter. Finally, Islay Capital Management LLC grew its position in Johnson & Johnson by 5.8% during the fourth quarter. Islay Capital Management LLC now owns 10,223 shares of the company’s stock valued at $2,116,000 after purchasing an additional 560 shares in the last quarter. 69.55% of the stock is owned by hedge funds and other institutional investors.

Wall Street Analyst Weigh In

A number of brokerages recently commented on JNJ. Daiwa Securities Group boosted their price objective on shares of Johnson & Johnson from $237.00 to $246.00 and gave the company an “outperform” rating in a research report on Thursday, April 16th. Bank of America boosted their target price on shares of Johnson & Johnson from $253.00 to $254.00 and gave the stock a “neutral” rating in a research report on Wednesday, April 15th. Guggenheim boosted their target price on shares of Johnson & Johnson from $244.00 to $266.00 and gave the stock a “buy” rating in a research report on Monday, April 20th. Leerink Partners raised shares of Johnson & Johnson from a “market perform” rating to an “outperform” rating and set a $265.00 target price for the company in a research report on Wednesday, May 13th. Finally, Sanford C. Bernstein boosted their target price on shares of Johnson & Johnson from $225.00 to $251.00 and gave the stock a “market perform” rating in a research report on Wednesday, April 15th. Twenty analysts have rated the stock with a Buy rating and seven have assigned a Hold rating to the stock. According to MarketBeat, the stock currently has an average rating of “Moderate Buy” and a consensus price target of $253.04.

Insider Buying and Selling

In related news, EVP Kathryn E. Wengel sold 10,000 shares of the company’s stock in a transaction on Thursday, June 11th. The shares were sold at an average price of $241.15, for a total transaction of $2,411,500.00. Following the completion of the transaction, the executive vice president directly owned 114,288 shares in the company, valued at $27,560,551.20. This represents a 8.05% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available through this link. 0.16% of the stock is currently owned by insiders.

Johnson & Johnson News Roundup

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

• Positive Sentiment: Johnson & Johnson announced a more than $1 billion investment to expand U.S. Vision manufacturing in Jacksonville, Florida, adding new packaging, distribution, and advanced manufacturing capacity. The move supports its long-term manufacturing push and could improve supply-chain resilience. Article Title
• Positive Sentiment: J&J’s rare-disease drug IMAAVY (nipocalimab) posted strong Phase 2/3 results in warm autoimmune hemolytic anemia and received FDA Priority Review, reinforcing the company’s pipeline growth story. Article Title
• Positive Sentiment: TipRanks highlighted Johnson & Johnson as one of three dividend aristocrats with a Strong Buy rating, which may support investor interest in the stock’s defensive income profile. Article Title
• Neutral Sentiment: Analyst commentary noted JNJ’s strong recent share performance and asked whether the stock still offers value after a big one-year run, suggesting valuation concerns may be tempering upside.
• Negative Sentiment: Wall Street reacted to late-stage TALVEY blood-cancer trial results, with the article framing the data as important for whether J&J can keep growing after losing a multibillion-dollar drug, making the readout a potential pressure point for the stock. Article Title

Johnson & Johnson Price Performance

Shares of Johnson & Johnson stock opened at $235.29 on Wednesday. The firm has a fifty day simple moving average of $231.22 and a 200-day simple moving average of $227.75. The company has a current ratio of 1.03, a quick ratio of 0.77 and a debt-to-equity ratio of 0.46. Johnson & Johnson has a 1-year low of $149.04 and a 1-year high of $251.71. The stock has a market capitalization of $566.40 billion, a price-to-earnings ratio of 27.20, a PEG ratio of 2.31 and a beta of 0.26.

Johnson & Johnson (NYSE:JNJ) last released its earnings results on Tuesday, April 14th. The company reported $2.70 EPS for the quarter, beating the consensus estimate of $2.68 by $0.02. The firm had revenue of $24.06 billion during the quarter, compared to analysts’ expectations of $23.60 billion. Johnson & Johnson had a net margin of 21.83% and a return on equity of 32.60%. The business’s quarterly revenue was up 9.9% compared to the same quarter last year. During the same period in the prior year, the company earned $2.77 EPS. Johnson & Johnson has set its FY 2026 guidance at 11.450-11.650 EPS. On average, sell-side 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 was paid on Tuesday, June 9th. Investors of record on Tuesday, May 26th were paid a dividend of $1.34 per share. This represents a $5.36 annualized dividend and a yield of 2.3%. The ex-dividend date was Tuesday, May 26th. This is an increase from Johnson & Johnson’s previous quarterly dividend of $1.30. Johnson & Johnson’s dividend payout ratio is currently 61.97%.

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.