Robertson Stephens Wealth Management LLC Has $5.67 Million Holdings in Johnson & Johnson $JNJ

Robertson Stephens Wealth Management LLC increased its stake in shares of Johnson & Johnson (NYSE:JNJ) by 15.5% in the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 27,419 shares of the company’s stock after buying an additional 3,676 shares during the quarter. Robertson Stephens Wealth Management LLC’s holdings in Johnson & Johnson were worth $5,674,000 at the end of the most recent reporting period.

Several other hedge funds and other institutional investors have also modified their holdings of the stock. MN Wealth Advisors LLC lifted its position in shares of Johnson & Johnson by 7.7% during the 4th quarter. MN Wealth Advisors LLC now owns 1,196 shares of the company’s stock worth $248,000 after buying an additional 85 shares during the period. Fifth Third Bancorp lifted its position in shares of Johnson & Johnson by 2.5% during the 4th quarter. Fifth Third Bancorp now owns 1,165,469 shares of the company’s stock worth $241,194,000 after buying an additional 28,353 shares during the period. Danske Bank A S lifted its position in shares of Johnson & Johnson by 7.1% during the 4th quarter. Danske Bank A S now owns 2,123,341 shares of the company’s stock worth $439,425,000 after buying an additional 141,534 shares during the period. Mutual Advisors LLC lifted its position in shares of Johnson & Johnson by 0.6% during the 4th quarter. Mutual Advisors LLC now owns 56,614 shares of the company’s stock worth $11,716,000 after buying an additional 359 shares during the period. Finally, EQ Wealth Advisors LLC bought a new position in shares of Johnson & Johnson during the 4th quarter worth approximately $97,000. Institutional investors own 69.55% of the company’s stock.

Wall Street Analysts Forecast Growth

Several research firms recently commented on JNJ. JPMorgan Chase & Co. raised their target price on Johnson & Johnson from $250.00 to $260.00 and gave the stock a “neutral” rating in a research report on Wednesday, April 15th. Daiwa Securities Group raised their target price on Johnson & Johnson from $237.00 to $246.00 and gave the stock an “outperform” rating in a research report on Thursday, April 16th. TD Cowen began coverage on Johnson & Johnson in a research report on Wednesday, April 8th. They set a “buy” rating and a $250.00 target price for the company. Weiss Ratings downgraded Johnson & Johnson from a “buy (b+)” rating to a “buy (b)” rating in a research report on Friday, April 24th. Finally, Morgan Stanley set a $283.00 price objective on Johnson & Johnson in a research report on Wednesday, April 15th. Eighteen equities research analysts have rated the stock with a Buy rating and nine have issued a Hold rating to the company. According to data from MarketBeat, the company has an average rating of “Moderate Buy” and an average target price of $252.48.

Insiders Place Their Bets

In other news, EVP Vanessa Broadhurst sold 6,197 shares of the business’s 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 completion of the sale, the executive vice president owned 23,003 shares in the company, valued at $5,598,700.17. The trade was a 21.22% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which is available through this link. Also, EVP Timothy Schmid sold 1,322 shares of the business’s stock in a transaction on Friday, February 20th. The stock was sold at an average price of $245.66, for a total value of $324,762.52. Following the sale, the executive vice president owned 25,447 shares of the company’s stock, valued at approximately $6,251,310.02. The trade was a 4.94% decrease in their position. 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. 0.16% of the stock is currently owned by corporate insiders.

Johnson & Johnson Trading Down 1.3%

Shares of JNJ opened at $224.15 on Tuesday. The stock has a fifty day moving average price of $238.83 and a two-hundred day moving average price of $219.90. The company has a debt-to-equity ratio of 0.46, a quick ratio of 0.77 and a current ratio of 1.03. Johnson & Johnson has a 52-week low of $146.12 and a 52-week high of $251.71. The company has a market cap of $539.57 billion, a price-to-earnings ratio of 25.91, a PEG ratio of 2.23 and a beta of 0.27.

Johnson & Johnson (NYSE:JNJ) last issued its quarterly earnings data 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 return on equity of 32.60% and a net margin of 21.83%.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 company posted $2.77 EPS. The business’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. Analysts predict that Johnson & Johnson will post 11.57 EPS 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. Shareholders of record on Tuesday, May 26th will be given a $1.34 dividend. This represents a $5.36 annualized dividend and a yield of 2.4%. The ex-dividend date 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%.

Key Headlines Impacting Johnson & Johnson

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

• Positive Sentiment: FDA wins and regulatory progress could boost future revenue for JNJ’s rare?disease and schizophrenia programs; the article discusses how investors may respond to those approvals. How Investors May Respond To Johnson & Johnson (JNJ) New FDA Wins In Rare Disease And Schizophrenia
• Positive Sentiment: JNJ’s CAPLYTA (lumateperone) ranked highest in a network meta?analysis for adjunctive MDD efficacy and showed no weight gain versus placebo — a favorable positioning for psychiatry sales and prescribing. CAPLYTA® (lumateperone) showed greatest improvement across key efficacy outcomes among adjunctive MDD treatments
• Positive Sentiment: FDA accepted a protocol amendment for the NANORAY?312 Phase 3 head & neck cancer trial sponsored by JNJ (Nanobiotix program) — regulatory acceptance reduces an execution risk for a partnered oncology asset. Nanobiotix Announces Protocol Amendment to Ongoing Global Phase 3 Head and Neck Cancer Study
• Positive Sentiment: A J&J study supports use of Abiomed’s Impella 5.5 in non?shock, high?risk patients, which may help device adoption and hospital use cases relevant to JNJ’s devices/solutions exposure. Johnson & Johnson study backs Abiomed Impella 5.5 in non-shock, high-risk patients
• Neutral Sentiment: Wall Street analysts remain moderately optimistic on JNJ after recent performance — supportive but not a catalyst by itself. Are Wall Street Analysts Bullish on Johnson & Johnson Stock?
• Neutral Sentiment: Investor letters and coverage (Baron/InsiderMonkey pieces) argue JNJ’s accelerating growth justifies a higher multiple — positive for medium?term thesis but highlights valuation sensitivity. Johnson & Johnson’s (JNJ) Accelerating Growth Justifies the Higher Multiple
• Negative Sentiment: Sector dynamics: AbbVie’s strong Q1 results and raised guidance have lifted ABBV shares, which can divert investor funds within the healthcare group and pressure JNJ’s relative performance today. ABBV Stock Up 5% on Robust Q1 Performance: Time to Buy, Sell or Hold?

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.