Epoch Investment Partners Inc. Reduces Stock Holdings in Johnson & Johnson $JNJ

Epoch Investment Partners Inc. lowered its position in Johnson & Johnson (NYSE:JNJ) by 10.1% in the fourth quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 422,064 shares of the company’s stock after selling 47,215 shares during the quarter. Epoch Investment Partners Inc.’s holdings in Johnson & Johnson were worth $87,346,000 at the end of the most recent quarter.

Other hedge funds have also made changes to their positions in the company. Blueline Advisors LLC purchased a new position in shares of Johnson & Johnson in the fourth quarter valued at $25,000. Cresta Advisors Ltd. acquired a new stake in shares of Johnson & Johnson during the fourth quarter valued at $26,000. Abich Financial Wealth Management LLC acquired a new stake in shares of Johnson & Johnson during the third quarter valued at $26,000. DecisionPoint Financial LLC boosted its stake in shares of Johnson & Johnson by 104.2% during the fourth quarter. DecisionPoint Financial LLC now owns 147 shares of the company’s stock valued at $30,000 after acquiring an additional 75 shares during the last quarter. Finally, Bay Harbor Wealth Management LLC boosted its stake in shares of Johnson & Johnson by 49.0% during the fourth quarter. Bay Harbor Wealth Management LLC now owns 149 shares of the company’s stock valued at $31,000 after acquiring an additional 49 shares during the last quarter. Hedge funds and other institutional investors own 69.55% of the company’s stock.

More Johnson & Johnson News

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

• Positive Sentiment: Johnson & Johnson agreed to pay about $1 billion for Firefly Bio technology, a bet on improving treatment options for one of cancer’s most hard-to-target areas. Article Title
• Positive Sentiment: J&J also reported encouraging late-stage results for IMAAVY in warm autoimmune hemolytic anemia, reinforcing the company’s pipeline momentum in rare diseases. Article Title
• Positive Sentiment: Analysts and commentators highlighted J&J as a defensive healthcare name with attractive valuation and dividend appeal, which can support buying interest in a volatile market. Article Title
• Neutral Sentiment: Jim Cramer mentioned J&J while favoring healthcare over technology, which is a sentiment tailwind but not a direct company-specific catalyst. Article Title
• Neutral Sentiment: Johnson & Johnson expanded U.S. availability of its TECNIS PureSee cataract lens, a positive commercial update but likely a smaller stock mover than the acquisition and pipeline news. Article Title
• Negative Sentiment: Ongoing talc-related legal headlines remain an overhang and could limit upside if investors focus back on litigation risk. Article Title

Analyst Ratings Changes

A number of analysts recently commented on the company. Weiss Ratings lowered Johnson & Johnson from a “buy (b+)” rating to a “buy (b)” rating in a research note on Friday, April 24th. Raymond James Financial increased their price objective on Johnson & Johnson from $237.00 to $258.00 and gave the company an “outperform” rating in a research note on Wednesday, April 15th. HSBC increased their price objective on Johnson & Johnson from $265.00 to $280.00 and gave the company a “buy” rating in a research note on Tuesday, March 17th. Sanford C. Bernstein increased their price objective on Johnson & Johnson from $225.00 to $251.00 and gave the company a “market perform” rating in a research note on Wednesday, April 15th. Finally, Wells Fargo & Company increased their price objective on Johnson & Johnson from $240.00 to $263.00 and gave the company an “overweight” rating in a research note 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. According to data from MarketBeat, the stock has a consensus rating of “Moderate Buy” and an average target price of $253.04.

Johnson & Johnson Stock Performance

NYSE JNJ opened at $240.57 on Friday. The business’s 50-day moving average price is $231.51 and its 200 day moving average price is $227.20. Johnson & Johnson has a twelve month low of $149.04 and a twelve month high of $251.71. The company has a market capitalization of $579.10 billion, a PE ratio of 27.81, a price-to-earnings-growth ratio of 2.36 and a beta of 0.26. The company has a current ratio of 1.03, a quick ratio of 0.77 and a debt-to-equity ratio of 0.46.

Johnson & Johnson (NYSE:JNJ) last released its earnings results on Tuesday, April 14th. The company reported $2.70 earnings per share for the quarter, topping the consensus estimate of $2.68 by $0.02. The firm had revenue of $24.06 billion for 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 for the quarter was up 9.9% compared to the same quarter last year. During the same period in the prior 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, research analysts predict that Johnson & Johnson will post 11.57 earnings per share for the current year.

Johnson & Johnson Increases Dividend

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

Insider Activity at Johnson & Johnson

In other news, EVP Kathryn E. Wengel sold 10,000 shares of the firm’s stock in a transaction dated Thursday, June 11th. The stock was sold at an average price of $241.15, for a total value of $2,411,500.00. Following the transaction, the executive vice president directly owned 114,288 shares in the company, valued at $27,560,551.20. This trade represents a 8.05% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is available through this hyperlink. 0.16% of the stock is currently owned by company insiders.

About Johnson & Johnson

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.