Mattson Financial Services LLC Has $2.97 Million Position in Johnson & Johnson $JNJ

Mattson Financial Services LLC lowered its holdings in Johnson & Johnson (NYSE:JNJ) by 31.4% in the fourth quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 14,367 shares of the company’s stock after selling 6,587 shares during the period. Mattson Financial Services LLC’s holdings in Johnson & Johnson were worth $2,973,000 as of its most recent SEC filing.

Other hedge funds also recently modified their holdings of the company. SmartHarvest Portfolios LLC purchased a new position in shares of Johnson & Johnson during the fourth quarter valued at $1,559,000. Lyell Wealth Management LP lifted its stake in Johnson & Johnson by 7.8% in the 4th quarter. Lyell Wealth Management LP now owns 7,943 shares of the company’s stock worth $1,644,000 after acquiring an additional 577 shares in the last quarter. YCG LLC boosted its position in Johnson & Johnson by 24.0% during the 4th quarter. YCG LLC now owns 4,340 shares of the company’s stock worth $898,000 after acquiring an additional 840 shares during the period. Stirlingshire Investments Inc. purchased a new position in Johnson & Johnson during the 4th quarter valued at about $502,000. Finally, CSM Advisors LLC increased its holdings in shares of Johnson & Johnson by 3.8% in the 4th quarter. CSM Advisors LLC now owns 256,040 shares of the company’s stock valued at $52,990,000 after purchasing an additional 9,333 shares during the period. Hedge funds and other institutional investors own 69.55% of the company’s stock.

Johnson & Johnson Stock Performance

JNJ stock opened at $238.59 on Friday. The firm has a 50 day moving average of $231.58 and a two-hundred day moving average of $227.11. Johnson & Johnson has a 12 month low of $149.04 and a 12 month high of $251.71. The company has a market capitalization of $574.33 billion, a price-to-earnings ratio of 27.58, a P/E/G ratio of 2.34 and a beta of 0.26. The company has a quick ratio of 0.77, a current ratio of 1.03 and a debt-to-equity ratio of 0.46.

Johnson & Johnson (NYSE:JNJ) last released 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. 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%. Johnson & Johnson’s quarterly revenue was up 9.9% compared to the same quarter last year. During the same quarter in the previous year, the business earned $2.77 EPS. Johnson & Johnson has set its FY 2026 guidance at 11.450-11.650 EPS. As a group, equities analysts anticipate that Johnson & Johnson will post 11.57 EPS for the current fiscal year.

Johnson & Johnson Increases Dividend

The business also recently disclosed a quarterly dividend, which was paid on Tuesday, June 9th. Stockholders of record on Tuesday, May 26th were issued a dividend of $1.34 per share. The ex-dividend date of this dividend was Tuesday, May 26th. This represents a $5.36 dividend on an annualized basis and a dividend yield of 2.2%. This is a positive change from Johnson & Johnson’s previous quarterly dividend of $1.30. Johnson & Johnson’s payout ratio is currently 61.97%.

Key Stories Impacting Johnson & Johnson

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

• Positive Sentiment: Johnson & Johnson reported strong Phase 2/3 results for IMAAVY (nipocalimab-aahu) in warm autoimmune hemolytic anemia, showing a statistically significant durable hemoglobin response and rapid onset of effect in a disease with no FDA-approved therapies. That strengthens the company’s rare-disease pipeline and could create a new growth driver. Article Title
• Positive Sentiment: The company is expanding U.S. availability of TECNIS PureSee IOL, a cataract surgery lens, which adds another incremental commercial win in medtech and supports recurring product revenue. Article Title
• Positive Sentiment: Johnson & Johnson will acquire Firefly Bio for about $1 billion, a move aimed at strengthening its oncology pipeline and signaling continued investment in high-growth cancer treatments. Article Title
• Positive Sentiment: Several recent pieces highlight bullish valuation and dividend arguments, with investors pointing to JNJ’s strong balance sheet, durable cash flow, and attractive long-term total returns. Analysts also lifted some earnings estimates, reinforcing the view that the stock remains a defensive compounder. Article Title
• Neutral Sentiment: Recent commentary from Jim Cramer and other market writers praised Johnson & Johnson’s “great new drug profits” and “AAA balance sheet,” which may have helped sentiment but did not include a major new fundamental update. Article Title
• Negative Sentiment: The main offsetting headline is a $32 million asbestos/talc verdict in Los Angeles, which keeps legal risk in focus and could pressure sentiment around the stock’s litigation overhang. Article Title

Analysts Set New Price Targets

A number of analysts have recently issued reports on JNJ shares. The Goldman Sachs Group increased their price target on shares of Johnson & Johnson from $265.00 to $275.00 and gave the stock a “buy” rating in a research report on Wednesday, April 15th. Daiwa Securities Group upped their price objective on shares of Johnson & Johnson from $237.00 to $246.00 and gave the company an “outperform” rating in a research note on Thursday, April 16th. TD Cowen assumed coverage on shares of Johnson & Johnson in a research note on Wednesday, April 8th. They set a “buy” rating and a $250.00 target price for the company. Rothschild & Co Redburn boosted 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. increased their price objective on Johnson & Johnson from $250.00 to $260.00 and gave the stock a “neutral” rating in a report on Wednesday, April 15th. Twenty research analysts have rated the stock with a Buy rating and seven have given a Hold rating to the company. According to MarketBeat.com, the company currently 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.