New Age Alpha Advisors LLC Increases Stock Position in Johnson & Johnson $JNJ

New Age Alpha Advisors LLC increased its position in Johnson & Johnson (NYSE:JNJ) by 10.9% in the 4th quarter, according to its most recent disclosure with the Securities and Exchange Commission. The firm owned 34,722 shares of the company’s stock after purchasing an additional 3,426 shares during the quarter. New Age Alpha Advisors LLC’s holdings in Johnson & Johnson were worth $7,186,000 as of its most recent filing with the Securities and Exchange Commission.

Several other institutional investors and hedge funds have also made changes to their positions in the company. Allen Capital Group LLC boosted its stake in shares of Johnson & Johnson by 2.4% in the fourth quarter. Allen Capital Group LLC now owns 26,432 shares of the company’s stock valued at $5,470,000 after purchasing an additional 612 shares during the period. LifePlan Investment Advisors Inc. boosted its stake in shares of Johnson & Johnson by 5.2% in the fourth quarter. LifePlan Investment Advisors Inc. now owns 3,255 shares of the company’s stock valued at $674,000 after purchasing an additional 160 shares during the period. Simplify Asset Management Inc. boosted its stake in shares of Johnson & Johnson by 92.6% in the fourth quarter. Simplify Asset Management Inc. now owns 21,960 shares of the company’s stock valued at $4,545,000 after purchasing an additional 10,558 shares during the period. Wealthquest Corp purchased a new position in shares of Johnson & Johnson in the fourth quarter valued at $1,878,000. Finally, Kuhn & Co Investment Counsel boosted its stake in shares of Johnson & Johnson by 4.1% in the fourth quarter. Kuhn & Co Investment Counsel now owns 5,529 shares of the company’s stock valued at $1,144,000 after purchasing an additional 217 shares during the period. 69.55% of the stock is currently owned by hedge funds and other institutional investors.

Wall Street Analyst Weigh In

Several research analysts have recently weighed in on the stock. TD Cowen assumed coverage on shares of Johnson & Johnson in a research note on Wednesday, April 8th. They issued a “buy” rating and a $250.00 target price for the company. Leerink Partners raised shares of Johnson & Johnson from a “market perform” rating to an “outperform” rating and set a $265.00 price target on the stock in a report on Wednesday, May 13th. Loop Capital set a $220.00 price target on shares of Johnson & Johnson in a report on Tuesday, January 27th. Rothschild & Co Redburn upped their price target on shares of Johnson & Johnson from $180.00 to $210.00 and gave the company a “neutral” rating in a report on Thursday, February 19th. Finally, JPMorgan Chase & Co. upped their price target on shares of Johnson & Johnson from $250.00 to $260.00 and gave the company a “neutral” rating in a report on Wednesday, April 15th. Twenty analysts have rated the stock with a Buy rating and seven have issued a Hold rating to the company’s stock. According to data from MarketBeat.com, the company has a consensus rating of “Moderate Buy” and an average price target of $253.04.

Key Headlines Impacting Johnson & Johnson

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

Johnson & Johnson Trading Up 0.1%

JNJ opened at $234.67 on Monday. The stock has a market capitalization of $564.91 billion, a PE ratio of 27.13, a P/E/G ratio of 2.29 and a beta of 0.27. The firm’s fifty day moving average price is $234.02 and its 200 day moving average price is $223.54. The company has a debt-to-equity ratio of 0.46, a current ratio of 1.03 and a quick ratio of 0.77. Johnson & Johnson has a 12-month low of $149.04 and a 12-month high of $251.71.

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. The firm had revenue of $24.06 billion for the quarter, compared to analysts’ expectations of $23.60 billion. Johnson & Johnson had a net margin of 21.83% and a return on equity of 32.60%. The firm’s quarterly 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. As a group, research analysts expect that Johnson & Johnson will post 11.57 EPS for the current fiscal year.

Johnson & Johnson Increases Dividend

The firm also recently announced 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. This represents a $5.36 dividend on an annualized basis and a dividend yield of 2.3%. This is a positive change from Johnson & Johnson’s previous quarterly dividend of $1.30. The ex-dividend date of this dividend is Tuesday, May 26th. Johnson & Johnson’s dividend payout ratio is currently 60.12%.

Johnson & Johnson Company 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.