Nwam LLC Sells 5,327 Shares of Johnson & Johnson $JNJ

Nwam LLC trimmed its position in Johnson & Johnson (NYSE:JNJ) by 18.6% during the fourth quarter, according to the company in its most recent 13F filing with the SEC. The firm owned 23,388 shares of the company’s stock after selling 5,327 shares during the quarter. Nwam LLC’s holdings in Johnson & Johnson were worth $5,039,000 as of its most recent SEC filing.

A number of other institutional investors and hedge funds also recently modified their holdings of JNJ. Cresta Advisors Ltd. bought a new position in shares of Johnson & Johnson during the 4th quarter worth approximately $26,000. Abich Financial Wealth Management LLC bought a new position in shares of Johnson & Johnson during the 3rd quarter worth approximately $26,000. DecisionPoint Financial LLC boosted its stake in shares of Johnson & Johnson by 104.2% during the 4th quarter. DecisionPoint Financial LLC now owns 147 shares of the company’s stock worth $30,000 after acquiring an additional 75 shares during the period. Bay Harbor Wealth Management LLC boosted its stake in shares of Johnson & Johnson by 49.0% during the 4th quarter. Bay Harbor Wealth Management LLC now owns 149 shares of the company’s stock worth $31,000 after acquiring an additional 49 shares during the period. Finally, Family CFO Inc bought a new position in shares of Johnson & Johnson in the fourth quarter valued at about $31,000. 69.55% of the stock is owned by institutional investors.

More Johnson & Johnson News

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

• Positive Sentiment: Erste Group Bank raised its FY2027 earnings estimate for Johnson & Johnson to $12.66 per share from $12.63, reinforcing the view that earnings power remains solid and slightly better than expected.
• Positive Sentiment: J&J’s cancer business continues to be a growth driver, with reports highlighting Darzalex, Erleada, and newer launches helping oncology sales grow strongly in the latest quarter and supporting the company’s long-term target of $50 billion in cancer sales by 2030. Darzalex, Erleada & New Drugs Keep J&J’s Oncology Engine Charged in Q1
• Positive Sentiment: Several articles also pointed to Johnson & Johnson as a favored dividend compounder, which can appeal to income investors looking for stability and long-term payouts. This Dividend Pro Likes Banks, Semi-Equipment Stocks, Altria, and J&J
• Neutral Sentiment: J&J also launched its “Generation Fine” mental health campaign, which is more of a brand and awareness initiative than a direct earnings catalyst, though it underscores continued investment in neuropsychiatry. Johnson & Johnson launches Generation Fine
• Neutral Sentiment: At the same time, recent pipeline commentary was mixed: J&J reported positive progress in some programs, but one mid-stage inflammatory bowel disease candidate did not meet its main endpoint, creating some offsetting uncertainty. Johnson And Johnson Balances Mental Health Push With Mixed Pipeline Outlook

Analyst Ratings Changes

Several equities analysts have recently weighed in on JNJ shares. Rothschild & Co Redburn increased their price objective 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. Freedom Capital lowered shares of Johnson & Johnson from a “strong-buy” rating to a “hold” rating in a research report on Friday, January 16th. Daiwa Securities Group boosted their price objective on Johnson & Johnson from $237.00 to $246.00 and gave the stock an “outperform” rating in a report on Thursday, April 16th. Morgan Stanley set a $283.00 price objective on Johnson & Johnson in a report on Wednesday, April 15th. Finally, Barclays boosted their price objective on Johnson & Johnson from $234.00 to $255.00 and gave the stock an “equal weight” rating in a report on Wednesday, April 15th. Eighteen research analysts have rated the stock with a Buy rating and nine have given a Hold rating to the company. According to MarketBeat.com, Johnson & Johnson has a consensus rating of “Moderate Buy” and a consensus price target of $252.48.

Johnson & Johnson Stock Performance

NYSE JNJ opened at $221.17 on Monday. The company has a quick ratio of 0.77, a current ratio of 1.03 and a debt-to-equity ratio of 0.46. The company has a market capitalization of $532.41 billion, a P/E ratio of 25.57, a P/E/G ratio of 2.17 and a beta of 0.27. Johnson & Johnson has a 12-month low of $146.12 and a 12-month high of $251.71. The firm has a 50-day moving average price of $237.59 and a two-hundred day moving average price of $220.58.

Johnson & Johnson (NYSE:JNJ) last posted 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 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 anticipate that Johnson & Johnson will post 11.57 earnings per share for the current year.

Johnson & Johnson Increases Dividend

The business 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 dividend of $1.34 per share. This is a boost from Johnson & Johnson’s previous quarterly dividend of $1.30. The ex-dividend date is Tuesday, May 26th. This represents a $5.36 dividend on an annualized basis and a yield of 2.4%. Johnson & Johnson’s dividend payout ratio is 60.12%.

Insiders Place Their Bets

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