ST Germain D J Co. Inc. Sells 3,304 Shares of Johnson & Johnson $JNJ

ST Germain D J Co. Inc. lowered its stake in Johnson & Johnson (NYSE:JNJ) by 2.0% in the 4th quarter, HoldingsChannel.com reports. The fund owned 163,222 shares of the company’s stock after selling 3,304 shares during the quarter. Johnson & Johnson comprises 1.3% of ST Germain D J Co. Inc.’s investment portfolio, making the stock its 17th largest holding. ST Germain D J Co. Inc.’s holdings in Johnson & Johnson were worth $33,779,000 at the end of the most recent quarter.

Several other hedge funds also recently modified their holdings of the stock. High Point Wealth Management LLC bought a new stake in shares of Johnson & Johnson in the 4th quarter valued at $514,000. Sanctuary Advisors LLC increased its stake in shares of Johnson & Johnson by 3.8% in the 4th quarter. Sanctuary Advisors LLC now owns 402,425 shares of the company’s stock valued at $83,282,000 after acquiring an additional 14,697 shares in the last quarter. Quent Capital LLC increased its stake in shares of Johnson & Johnson by 24.1% in the 4th quarter. Quent Capital LLC now owns 10,465 shares of the company’s stock valued at $2,166,000 after acquiring an additional 2,034 shares in the last quarter. Advisors Capital Management LLC increased its stake in shares of Johnson & Johnson by 1.8% in the 4th quarter. Advisors Capital Management LLC now owns 524,946 shares of the company’s stock valued at $108,638,000 after acquiring an additional 9,039 shares in the last quarter. Finally, Golden State Equity Partners increased its stake in shares of Johnson & Johnson by 6.7% in the 4th quarter. Golden State Equity Partners now owns 22,926 shares of the company’s stock valued at $4,744,000 after acquiring an additional 1,435 shares in the last quarter. Institutional investors own 69.55% of the company’s stock.

Johnson & Johnson Stock Performance

NYSE JNJ opened at $227.30 on Thursday. The company has a fifty day simple moving average of $239.16 and a 200 day simple moving average of $219.43. Johnson & Johnson has a 12-month low of $146.12 and a 12-month high of $251.71. The company has a current ratio of 1.03, a quick ratio of 0.77 and a debt-to-equity ratio of 0.46. The company has a market cap of $547.16 billion, a P/E ratio of 26.28, a PEG ratio of 2.21 and a beta of 0.34.

Johnson & Johnson (NYSE:JNJ) last posted its quarterly earnings results on Tuesday, April 14th. The company reported $2.70 earnings per share (EPS) for the quarter, beating the consensus estimate of $2.68 by $0.02. Johnson & Johnson had a net margin of 21.83% and a return on equity of 32.60%. The company’s revenue was up 9.9% on a year-over-year basis. During the same period in the prior year, the company posted $2.77 earnings per share. Johnson & Johnson has set its FY 2026 guidance at 11.450-11.650 EPS. Sell-side analysts predict 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 issued a dividend of $1.34 per share. The ex-dividend date of this dividend is Tuesday, May 26th. This represents a $5.36 dividend on an annualized basis and a yield of 2.4%. This is a positive change from Johnson & Johnson’s previous quarterly dividend of $1.30. Johnson & Johnson’s payout ratio is presently 60.12%.

Wall Street Analyst Weigh In

Several analysts have recently weighed in on JNJ shares. Weiss Ratings lowered shares of Johnson & Johnson from a “buy (b+)” rating to a “buy (b)” rating in a research note on Friday, April 24th. Rothschild & Co Redburn lifted their price target on shares of Johnson & Johnson from $180.00 to $210.00 and gave the company a “neutral” rating in a research report on Thursday, February 19th. Daiwa Securities Group lifted their price target 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. Morgan Stanley set a $283.00 price target on shares of Johnson & Johnson in a research report on Wednesday, April 15th. Finally, HSBC lifted their price target on shares of Johnson & Johnson from $265.00 to $280.00 and gave the company a “buy” rating in a research report on Tuesday, March 17th. Eighteen investment analysts have rated the stock with a Buy rating and nine have issued a Hold rating to the company’s stock. According to MarketBeat, Johnson & Johnson presently has a consensus rating of “Moderate Buy” and a consensus target price of $252.48.

Key Headlines Impacting Johnson & Johnson

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

• Positive Sentiment: FDA actions boost late?stage and approved pipeline: the FDA granted Priority Review to IMAAVY (nipocalimab) for warm autoimmune hemolytic anemia and approved a supplemental NDA for CAPLYTA (lumateperone) to prevent schizophrenia relapse — both expand J&J’s immunology and neuropsychiatry franchises and increase near? and mid?term commercial optionality. FDA Decisions Put Johnson & Johnson’s Growth And Valuation In Focus
• Positive Sentiment: Cardiovascular M&A to broaden MedTech exposure: J&J agreed to buy Atraverse Medical to add the Hotwire left?heart access system, supporting growth in atrial fibrillation and cardiac?ablation markets and strengthening MedTech revenue mix. Johnson And Johnson Expands Heart Portfolio With Atraverse Deal And Valuation Upside
• Positive Sentiment: Analyst upgrades: Erste Group raised FY2026/2027 EPS forecasts for J&J (modest increases to $11.57 for FY2026 and $12.63 for FY2027), signalling improving analyst confidence in earnings trajectory. MarketBeat JNJ coverage
• Positive Sentiment: MedTech improvement continuing: management commentary and analyst notes point to sequential recovery in medical devices, supporting topline momentum in the higher?margin MedTech segment. J&J Sees Continued MedTech Improvement in Q1, Eyes Better 2026
• Positive Sentiment: Dividend and quality recognition: J&J continues to be featured among dividend?focused and quality stock lists (Dividend Kings/Reddit picks), which supports demand from income and defensive investors. 3 Dividend Kings That Have Outrun the Nasdaq Over 12 Months
• Neutral Sentiment: Quarterly results and guidance context: J&J reported a slight EPS beat for the quarter and reiterated FY2026 EPS guidance in the 11.45–11.65 range; steady fundamentals but not a dramatic surprise. MarketBeat JNJ coverage
• Neutral Sentiment: ETF/sector flow context: broader pharma/healthcare ETF and sector stories (Invesco PJP coverage) can influence relative flows into JNJ but are not company?specific catalysts. Should You Invest in the Invesco Pharmaceuticals ETF (PJP)?
• Neutral Sentiment: Market focus / headlines: coverage noting J&J “gains focus” in the S&P can lift attention but not necessarily valuation immediately. Johnson & Johnson Gains Focus In S&P 500 today Watch
• Negative Sentiment: Recent share weakness and valuation scrutiny: analysts and writeups point to a ~6% one?month pullback and renewed focus on valuation after short?term underperformance, which can pressure sentiment and short?term flows. A Look At Johnson & Johnson (JNJ) Valuation After Recent Share Price Weakness
• Negative Sentiment: Controversial distribution plan flagged: reports that J&J plans to sell some prescription drugs to TrumpRx as a cost?reduction move introduce reputational and political risk that could concern some investors and payors. Johnson & Johnson Plans to Sell Prescription Drugs to TrumpRx in Cost-Reduction Push

Insiders Place Their Bets

In other Johnson & Johnson news, EVP Timothy Schmid sold 22,623 shares of Johnson & Johnson stock in a transaction on Wednesday, February 18th. The shares were sold at an average price of $244.33, for a total transaction of $5,527,477.59. Following the transaction, the executive vice president directly owned 26,769 shares of the company’s stock, valued at $6,540,469.77. The trade was a 45.80% decrease in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available through the SEC website. Also, EVP Vanessa Broadhurst sold 6,197 shares of Johnson & Johnson stock in a transaction 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 transaction, the executive vice president directly owned 23,003 shares in the company, valued at $5,598,700.17. This represents a 21.22% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders have sold a total of 30,142 shares of company stock worth $7,360,528 over the last ninety days. 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.