Guinness Asset Management LTD Sells 42,409 Shares of Johnson & Johnson $JNJ

Guinness Asset Management LTD trimmed its holdings in Johnson & Johnson (NYSE:JNJ) by 3.1% during the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 1,340,786 shares of the company’s stock after selling 42,409 shares during the quarter. Johnson & Johnson comprises about 4.5% of Guinness Asset Management LTD’s portfolio, making the stock its 2nd biggest position. Guinness Asset Management LTD’s holdings in Johnson & Johnson were worth $277,368,000 at the end of the most recent quarter.

A number of other hedge funds and other institutional investors also recently made changes to their positions in the business. Planning Alternatives Ltd. ADV lifted its stake in shares of Johnson & Johnson by 8.2% in the 4th quarter. Planning Alternatives Ltd. ADV now owns 2,048 shares of the company’s stock valued at $424,000 after purchasing an additional 155 shares during the period. New Millennium Group LLC raised its stake in Johnson & Johnson by 135.4% during the 4th quarter. New Millennium Group LLC now owns 784 shares of the company’s stock worth $162,000 after buying an additional 451 shares during the period. Americana Partners LLC raised its stake in Johnson & Johnson by 6.3% during the 4th quarter. Americana Partners LLC now owns 197,070 shares of the company’s stock worth $40,784,000 after buying an additional 11,605 shares during the period. Lountzis Asset Management LLC raised its stake in Johnson & Johnson by 3.1% during the 4th quarter. Lountzis Asset Management LLC now owns 2,591 shares of the company’s stock worth $536,000 after buying an additional 79 shares during the period. Finally, Daviman Financial LLC acquired a new position in Johnson & Johnson during the 4th quarter worth approximately $202,000. 69.55% of the stock is owned by institutional investors and hedge funds.

Johnson & Johnson Stock Performance

Shares of JNJ opened at $234.67 on Friday. The company has a debt-to-equity ratio of 0.46, a quick ratio of 0.77 and a current ratio of 1.03. The stock has a 50 day moving average price of $234.02 and a two-hundred day moving average price of $223.28. The firm has a market capitalization of $564.91 billion, a P/E ratio of 27.13, a P/E/G ratio of 2.27 and a beta of 0.27. Johnson & Johnson has a 52 week low of $149.04 and a 52 week high of $251.71.

Johnson & Johnson (NYSE:JNJ) last issued its quarterly earnings data on Tuesday, April 14th. The company reported $2.70 EPS for the quarter, topping analysts’ consensus estimates of $2.68 by $0.02. The firm had revenue of $24.06 billion during the quarter, compared to analyst estimates of $23.60 billion. Johnson & Johnson had a return on equity of 32.60% and a net margin of 21.83%.The company’s revenue for the quarter was up 9.9% on a year-over-year basis. During the same period in the previous year, the company posted $2.77 EPS. Johnson & Johnson has set its FY 2026 guidance at 11.450-11.650 EPS. Equities analysts forecast that Johnson & Johnson will post 11.57 earnings per share for the current fiscal 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 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 2.3%. This is an increase from Johnson & Johnson’s previous quarterly dividend of $1.30. Johnson & Johnson’s dividend payout ratio is presently 60.12%.

Johnson & Johnson News Roundup

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

• Positive Sentiment: Johnson & Johnson received favorable coverage for its diversified pharma and MedTech businesses, with analysts saying its pipeline progress and stronger 2026 outlook make it better positioned than Pfizer despite patent risks. J&J & Pfizer Face Patent Risks: Which Stock Looks Better Positioned?
• Positive Sentiment: The company announced China approval for nipocalimab, a regulatory win that expands the drug’s commercial potential and supports sentiment around J&J’s pipeline. Johnson & Johnson says nipocalimab approved in China
• Positive Sentiment: J&J also highlighted a next-generation coronary artery disease catheter, reinforcing growth prospects in its MedTech segment and ongoing innovation in interventional medicine. Johnson & Johnson (JNJ) Unveils Next-Gen Catheter for Coronary Artery Disease
• Positive Sentiment: J&J announced a collaboration to build a global intelligent operating room network with Abu Dhabi’s health department, adding another AI-driven MedTech initiative that could strengthen its long-term growth story. Johnson & Johnson Advances Creation of Global Intelligent OR Network
• Neutral Sentiment: J&J was included in broader dividend and blue-chip stock commentary, which may reinforce its reputation as a defensive income stock but does not appear to be a major direct driver. The Dividend Stocks That Can Replace a $65,000 Income and What They’ll Cost You
• Neutral Sentiment: Another article framed J&J as a defensive growth stock, supporting the bull case but offering little new fundamental information. Why Johnson & Johnson (JNJ) Still Fits a Defensive Growth Case
• Negative Sentiment: ImmunityBio said its ANKTIVA-based bladder cancer data shows a cost advantage versus J&J’s TAR-200, which could raise competitive pressure in an important oncology area. IBRX Says ANKTIVA Delivers Up To $314K Cost Advantage Over J&J’s TAR-200

Wall Street Analyst Weigh In

A number of research firms recently weighed in on JNJ. Wall Street Zen downgraded Johnson & Johnson from a “buy” rating to a “hold” rating in a research note on Saturday, February 14th. TD Cowen began coverage on Johnson & Johnson in a research note on Wednesday, April 8th. They set a “buy” rating and a $250.00 price target on the stock. Sanford C. Bernstein upped their price target on Johnson & Johnson from $225.00 to $251.00 and gave the stock a “market perform” rating in a research note on Wednesday, April 15th. Wells Fargo & Company upped their price target on Johnson & Johnson from $240.00 to $263.00 and gave the stock an “overweight” rating in a research note on Wednesday, April 15th. Finally, Bank of America upped their price target on Johnson & Johnson from $253.00 to $254.00 and gave the stock a “neutral” rating in a research note on Wednesday, April 15th. Twenty investment analysts have rated the stock with a Buy rating and seven have assigned a Hold rating to the company’s stock. According to data from MarketBeat.com, Johnson & Johnson currently has a consensus rating of “Moderate Buy” and a consensus target price of $253.04.

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.