Main Street Research LLC Grows Stock Holdings in Johnson & Johnson $JNJ

Main Street Research LLC raised its holdings in Johnson & Johnson (NYSE:JNJ) by 1,475.0% during the 4th quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor owned 179,318 shares of the company’s stock after purchasing an additional 167,933 shares during the period. Johnson & Johnson accounts for approximately 2.1% of Main Street Research LLC’s portfolio, making the stock its 23rd largest holding. Main Street Research LLC’s holdings in Johnson & Johnson were worth $37,110,000 as of its most recent SEC filing.

Several other institutional investors and hedge funds also recently modified their holdings of JNJ. Brighton Jones LLC lifted its holdings in shares of Johnson & Johnson by 13.9% in the fourth quarter. Brighton Jones LLC now owns 51,876 shares of the company’s stock valued at $7,502,000 after purchasing an additional 6,332 shares in the last quarter. United Bank lifted its holdings in shares of Johnson & Johnson by 110.7% in the first quarter. United Bank now owns 9,279 shares of the company’s stock valued at $1,539,000 after purchasing an additional 4,876 shares in the last quarter. Sivia Capital Partners LLC lifted its holdings in shares of Johnson & Johnson by 13.4% in the second quarter. Sivia Capital Partners LLC now owns 5,863 shares of the company’s stock valued at $896,000 after purchasing an additional 692 shares in the last quarter. Wealth Group Ltd. lifted its holdings in shares of Johnson & Johnson by 12.8% in the second quarter. Wealth Group Ltd. now owns 1,482 shares of the company’s stock valued at $226,000 after purchasing an additional 168 shares in the last quarter. Finally, Schnieders Capital Management LLC. lifted its holdings in shares of Johnson & Johnson by 9.8% in the second quarter. Schnieders Capital Management LLC. now owns 73,680 shares of the company’s stock valued at $11,255,000 after purchasing an additional 6,584 shares in the last quarter. Hedge funds and other institutional investors own 69.55% of the company’s stock.

Johnson & Johnson Stock Performance

NYSE:JNJ opened at $234.67 on Monday. The firm has a 50 day simple moving average of $234.02 and a 200-day simple moving average of $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. The firm has a market cap of $564.91 billion, a PE ratio of 27.13, a P/E/G ratio of 2.29 and a beta of 0.27. Johnson & Johnson has a 1-year low of $149.04 and a 1-year high of $251.71.

Johnson & Johnson (NYSE:JNJ) last posted its quarterly earnings data on Tuesday, April 14th. The company reported $2.70 earnings per share for the quarter, beating analysts’ consensus estimates of $2.68 by $0.02. The business had revenue of $24.06 billion during the quarter, compared to analyst estimates of $23.60 billion. 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 quarter in the previous year, the business posted $2.77 earnings per share. Johnson & Johnson has set its FY 2026 guidance at 11.450-11.650 EPS. On average, equities analysts expect that Johnson & Johnson will post 11.57 EPS for the current year.

Johnson & Johnson Increases Dividend

The business also recently declared a quarterly dividend, which will be paid on Tuesday, June 9th. Investors of record on Tuesday, May 26th will be given a dividend of $1.34 per share. This represents a $5.36 annualized dividend and a 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 (DPR) is currently 60.12%.

Key Johnson & Johnson News

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

Analysts Set New Price Targets

JNJ has been the topic of several recent research reports. Guggenheim upped their price target on shares of Johnson & Johnson from $244.00 to $266.00 and gave the company a “buy” rating in a report on Monday, April 20th. Barclays upped their price target on shares of Johnson & Johnson from $234.00 to $255.00 and gave the company an “equal weight” rating in a report on Wednesday, April 15th. TD Cowen started coverage on shares of Johnson & Johnson in a research report on Wednesday, April 8th. They issued a “buy” rating and a $250.00 price objective for the company. The Goldman Sachs Group boosted their price objective on shares of Johnson & Johnson from $265.00 to $275.00 and gave the company a “buy” rating in a research report on Wednesday, April 15th. Finally, Morgan Stanley set a $283.00 price objective on shares of Johnson & Johnson in a research report on Wednesday, April 15th. Twenty investment analysts have rated the stock with a Buy rating and seven have issued a Hold rating to the company’s stock. According to MarketBeat, Johnson & Johnson presently has an average rating of “Moderate Buy” and a consensus target price of $253.04.

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.