Titan Wealth CI Ltd purchased a new position in Johnson & Johnson (NYSE:JNJ – Free Report) during the fourth quarter, according to its most recent Form 13F filing with the SEC. The fund purchased 3,192 shares of the company’s stock, valued at approximately $661,000.
A number of other institutional investors and hedge funds also recently added to or reduced their stakes in JNJ. Greenberg Financial Group purchased a new stake in shares of Johnson & Johnson during the fourth quarter valued at $954,000. Mitsubishi UFJ Asset Management Co. Ltd. lifted its stake in Johnson & Johnson by 4.3% during the 3rd quarter. Mitsubishi UFJ Asset Management Co. Ltd. now owns 5,030,835 shares of the company’s stock valued at $932,835,000 after acquiring an additional 208,765 shares during the period. JT Stratford LLC lifted its stake in Johnson & Johnson by 7.6% during the 3rd quarter. JT Stratford LLC now owns 59,577 shares of the company’s stock valued at $11,047,000 after acquiring an additional 4,216 shares during the period. World Investment Advisors boosted its holdings in shares of Johnson & Johnson by 19.6% during the 4th quarter. World Investment Advisors now owns 161,343 shares of the company’s stock valued at $33,390,000 after acquiring an additional 26,450 shares during the last quarter. Finally, Coldstream Capital Management Inc. grew its stake in shares of Johnson & Johnson by 9.8% in the third quarter. Coldstream Capital Management Inc. now owns 95,662 shares of the company’s stock worth $17,738,000 after acquiring an additional 8,533 shares during the period. Institutional investors own 69.55% of the company’s stock.
Key Stories Impacting Johnson & Johnson
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
Insider Buying and Selling at Johnson & Johnson
Johnson & Johnson Stock Down 0.2%
Shares of JNJ stock opened at $235.29 on Wednesday. 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 12 month low of $149.04 and a 12 month high of $251.71. The stock has a market cap of $566.40 billion, a P/E ratio of 27.20, a P/E/G ratio of 2.31 and a beta of 0.26. The company has a 50 day simple moving average of $231.22 and a two-hundred day simple moving average of $227.75.
Johnson & Johnson (NYSE:JNJ – Get Free Report) last issued its quarterly earnings data on Tuesday, April 14th. The company reported $2.70 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $2.68 by $0.02. Johnson & Johnson had a net margin of 21.83% and a return on equity of 32.60%. The firm had revenue of $24.06 billion during the quarter, compared to the consensus estimate of $23.60 billion. During the same quarter in the previous year, the firm posted $2.77 EPS. The company’s revenue for the quarter 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. On average, research analysts expect that Johnson & Johnson will post 11.57 earnings per share for the current year.
Johnson & Johnson Increases Dividend
The company also recently announced a quarterly dividend, which was paid on Tuesday, June 9th. Investors of record on Tuesday, May 26th were issued a $1.34 dividend. The ex-dividend date of this dividend was Tuesday, May 26th. This represents a $5.36 annualized dividend and a yield of 2.3%. This is an increase from Johnson & Johnson’s previous quarterly dividend of $1.30. Johnson & Johnson’s payout ratio is currently 61.97%.
Analyst Ratings Changes
JNJ has been the subject of several research reports. Guggenheim boosted their price objective on shares of Johnson & Johnson from $244.00 to $266.00 and gave the company a “buy” rating in a report on Monday, April 20th. Daiwa Securities Group lifted their target price on shares of Johnson & Johnson from $237.00 to $246.00 and gave the stock an “outperform” rating in a research report on Thursday, April 16th. Barclays increased their price target on Johnson & Johnson from $234.00 to $255.00 and gave the company an “equal weight” rating in a report on Wednesday, April 15th. Morgan Stanley set a $283.00 price target on Johnson & Johnson in a research note on Wednesday, April 15th. Finally, JPMorgan Chase & Co. lifted their price objective on Johnson & Johnson from $250.00 to $260.00 and gave the stock a “neutral” rating in a report on Wednesday, April 15th. Twenty investment analysts have rated the stock with a Buy rating and seven have issued a Hold rating to the stock. Based on data from MarketBeat.com, the stock presently has a consensus rating of “Moderate Buy” and an average target price of $253.04.
Read Our Latest Research Report on Johnson & Johnson
About Johnson & Johnson
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.
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