LPL Financial LLC Buys 54,322 Shares of Johnson & Johnson $JNJ

LPL Financial LLC raised its stake in shares of Johnson & Johnson (NYSE:JNJ) by 1.1% during the 4th quarter, Holdings Channel.com reports. The fund owned 5,042,090 shares of the company’s stock after purchasing an additional 54,322 shares during the quarter. LPL Financial LLC’s holdings in Johnson & Johnson were worth $1,043,461,000 as of its most recent filing with the SEC.

Several other hedge funds and other institutional investors have also bought and sold shares of the stock. Greenberg Financial Group bought a new position in shares of Johnson & Johnson during the 4th quarter valued at $954,000. Varma Mutual Pension Insurance Co lifted its holdings in shares of Johnson & Johnson by 8.9% during the 3rd quarter. Varma Mutual Pension Insurance Co now owns 378,256 shares of the company’s stock valued at $70,136,000 after buying an additional 30,900 shares during the period. Mitsubishi UFJ Asset Management Co. Ltd. lifted its holdings in shares of Johnson & Johnson by 4.3% during the 3rd quarter. Mitsubishi UFJ Asset Management Co. Ltd. now owns 5,030,835 shares of the company’s stock valued at $932,835,000 after buying an additional 208,765 shares during the period. JT Stratford LLC lifted its holdings in shares of Johnson & Johnson by 7.6% during the 3rd quarter. JT Stratford LLC now owns 59,577 shares of the company’s stock valued at $11,047,000 after buying an additional 4,216 shares during the period. Finally, World Investment Advisors lifted its holdings in shares of Johnson & Johnson by 19.6% during the 4th quarter. World Investment Advisors now owns 161,343 shares of the company’s stock valued at $33,390,000 after buying an additional 26,450 shares during the period. Institutional investors own 69.55% of the company’s stock.

Johnson & Johnson Price Performance

Shares of Johnson & Johnson stock opened at $232.81 on Monday. The stock’s fifty day moving average is $231.98 and its 200 day moving average is $226.15. The stock has a market cap of $560.42 billion, a P/E ratio of 26.91, a P/E/G ratio of 2.28 and a beta of 0.26. 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 one year low of $149.04 and a one year high of $251.71.

Johnson & Johnson (NYSE:JNJ) last announced 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. The company had revenue of $24.06 billion during the quarter, compared to the consensus estimate of $23.60 billion. Johnson & Johnson had a return on equity of 32.60% and a net margin of 21.83%.The firm’s revenue 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. Sell-side 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. Investors 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 dividend yield of 2.3%. Johnson & Johnson’s dividend payout ratio is presently 61.97%.

Key Stories Impacting Johnson & Johnson

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

• Positive Sentiment: Jim Cramer highlighted Johnson & Johnson’s lack of major patent expirations and pointed to its billion-dollar drugs and growing businesses as reasons to own the stock. Jim Cramer Highlights Johnson & Johnson Having No Big Patent Expirations
• Positive Sentiment: ASCO 2026 updates underscored Johnson & Johnson’s expanding specialty-drug pipeline, with encouraging data in autoimmunity, oncology, and myeloma that could support longer-term revenue growth. ASCO 2026 Data Underscore Johnson & Johnson’s Expanding Specialty Drug Story
• Positive Sentiment: Separate market coverage noted Johnson & Johnson has been outperforming the broader market recently, reinforcing investor confidence in the defensive healthcare name. Johnson & Johnson (JNJ) Exceeds Market Returns: Some Facts to Consider
• Neutral Sentiment: Newsweek named Johnson & Johnson among the world’s greenest companies for 2026, which is supportive for ESG-focused investors but unlikely to move the stock on its own. Goldman Sachs, Johnson & Johnson, MetLife Named Among Newsweek’s World’s Greenest Companies 2026
• Neutral Sentiment: Analysts highlighted ongoing headwinds, including Stelara erosion, China MedTech pressure, and talc litigation, though J&J is still targeting $100 billion in revenue and faster growth in 2026. Can JNJ Sustain Growth Amid Patent, Legal and China Risks?

Wall Street Analyst Weigh In

Several equities analysts have recently weighed in on JNJ shares. Weiss Ratings cut Johnson & Johnson from a “buy (b+)” rating to a “buy (b)” rating in a report on Friday, April 24th. Sanford C. Bernstein increased their price target on Johnson & Johnson from $225.00 to $251.00 and gave the company a “market perform” rating in a report on Wednesday, April 15th. TD Cowen started coverage on Johnson & Johnson in a report on Wednesday, April 8th. They set a “buy” rating and a $250.00 price target on the stock. Wells Fargo & Company increased their price target on Johnson & Johnson from $240.00 to $263.00 and gave the company an “overweight” rating in a report on Wednesday, April 15th. Finally, Raymond James Financial increased their price target on Johnson & Johnson from $237.00 to $258.00 and gave the company an “outperform” rating in a report 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. According to data from MarketBeat.com, the stock has a consensus rating of “Moderate Buy” and an average price target 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.