M Holdings Securities Inc. Purchases 19,616 Shares of Johnson & Johnson $JNJ

M Holdings Securities Inc. grew its position in Johnson & Johnson (NYSE:JNJ) by 123.0% in the fourth quarter, Holdings Channel.com reports. The fund owned 35,562 shares of the company’s stock after buying an additional 19,616 shares during the period. M Holdings Securities Inc.’s holdings in Johnson & Johnson were worth $7,360,000 as of its most recent filing with the Securities and Exchange Commission.

A number of other hedge funds also recently modified their holdings of the company. Vanguard Group Inc. lifted its position in shares of Johnson & Johnson by 1.6% in the 4th quarter. Vanguard Group Inc. now owns 240,349,660 shares of the company’s stock worth $49,740,362,000 after acquiring an additional 3,731,074 shares during the period. Geode Capital Management LLC lifted its position in shares of Johnson & Johnson by 3.1% in the 4th quarter. Geode Capital Management LLC now owns 57,953,747 shares of the company’s stock worth $11,967,947,000 after acquiring an additional 1,738,292 shares during the period. Norges Bank bought a new stake in shares of Johnson & Johnson in the 4th quarter worth approximately $6,924,523,000. Wellington Management Group LLP lifted its position in shares of Johnson & Johnson by 3.8% in the 3rd quarter. Wellington Management Group LLP now owns 25,832,777 shares of the company’s stock worth $4,789,914,000 after acquiring an additional 956,239 shares during the period. Finally, Legal & General Group Plc lifted its position in shares of Johnson & Johnson by 2.8% in the 3rd quarter. Legal & General Group Plc now owns 19,450,064 shares of the company’s stock worth $3,606,431,000 after acquiring an additional 532,790 shares during the period. Institutional investors own 69.55% of the company’s stock.

Key Stories Impacting Johnson & Johnson

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

• Positive Sentiment: Johnson & Johnson is drawing bullish attention from commentators and market personalities, with Jim Cramer highlighting its “great new drug profits” and strong balance sheet, which reinforces the company’s defensive appeal and dividend reputation. Jim Cramer Applauds Johnson & Johnson’s “Great New Drug Profits, Triple-A Balance Sheet”
• Positive Sentiment: JNJ continues to strengthen its oncology pipeline after agreeing to buy Firefly Bio for $1 billion, a move aimed at expanding its KRAS-focused cancer treatment platform and supporting long-term growth. Johnson And Johnson Buys Firefly Bio To Deepen Oncology Growth Story
• Positive Sentiment: The company’s CEO said a cure for certain cancers is a realistic goal, which underscores management’s confidence in J&J’s pipeline and may help investor sentiment around future drug innovation. Johnson & Johnson CEO Says Cure for Certain Cancers Is Realistic Goal
• Positive Sentiment: Johnson & Johnson was also highlighted in articles calling it a durable “healthcare king” and a stock investors would buy again in a reset portfolio, reinforcing the view that it remains a high-quality defensive name. Got $1,000? 1 Healthcare King to Buy and Never Sell That Is Safer Than a Treasury Bond
• Neutral Sentiment: J&J also received a financing-related mention because its venture arm participated in a FesariusTherapeutics Series A round, a modest signal of ongoing innovation exposure but not a direct earnings driver. FesariusTherapeutics Closes Oversubscribed $20M Series A, Led by Jefferson Life Sciences, and Backed by NY Ventures, and the American Society of Plastic Surgeons
• Negative Sentiment: Offsetting the optimism, a Los Angeles jury awarded $32 million in an asbestos-related talc case, renewing legal risk concerns that have long weighed on J&J shares. Johnson & Johnson Hit with $32 Million Verdict in Los Angeles Asbestos Trial

Johnson & Johnson Price Performance

Johnson & Johnson stock opened at $238.88 on Thursday. The business has a 50 day simple moving average of $231.70 and a 200 day simple moving average of $226.87. 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 one year low of $149.04 and a one year high of $251.71. The company has a market capitalization of $575.04 billion, a PE ratio of 27.62, a price-to-earnings-growth ratio of 2.32 and a beta of 0.26.

Johnson & Johnson (NYSE:JNJ) last issued its quarterly earnings data 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. Johnson & Johnson had a return on equity of 32.60% and a net margin of 21.83%.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 company 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. On average, sell-side analysts forecast that Johnson & Johnson will post 11.57 EPS for the current fiscal year.

Johnson & Johnson Increases Dividend

The firm also recently disclosed a quarterly dividend, which was paid on Tuesday, June 9th. Shareholders of record on Tuesday, May 26th were given a $1.34 dividend. This represents a $5.36 annualized dividend and a yield of 2.2%. The ex-dividend date was Tuesday, May 26th. This is a positive change from Johnson & Johnson’s previous quarterly dividend of $1.30. Johnson & Johnson’s dividend payout ratio is presently 61.97%.

Analyst Ratings Changes

JNJ has been the subject of several analyst reports. HSBC raised their target price on Johnson & Johnson from $265.00 to $280.00 and gave the stock a “buy” rating in a research report on Tuesday, March 17th. Bank of America raised their target price on Johnson & Johnson from $253.00 to $254.00 and gave the stock a “neutral” rating in a research report on Wednesday, April 15th. Wall Street Zen downgraded Johnson & Johnson from a “buy” rating to a “hold” rating in a research report on Saturday, February 14th. Johnson Rice upgraded Johnson & Johnson from a “hold” rating to an “outperform” rating in a research report on Wednesday, May 13th. Finally, Sanford C. Bernstein raised their target price on Johnson & Johnson from $225.00 to $251.00 and gave the stock a “market perform” rating in a research report on Wednesday, April 15th. Twenty analysts have rated the stock with a Buy rating and seven have assigned a Hold rating to the company. Based on data from MarketBeat, Johnson & Johnson has an average 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.