Sun Financial Inc Invests $550,000 in Johnson & Johnson $JNJ

Sun Financial Inc bought a new position in shares of Johnson & Johnson (NYSE:JNJ) in the 4th quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The firm bought 2,660 shares of the company’s stock, valued at approximately $550,000.

A number of other large investors also recently added to or reduced their stakes in JNJ. Vanguard Group Inc. grew its stake in Johnson & Johnson by 1.6% during the fourth quarter. Vanguard Group Inc. now owns 240,349,660 shares of the company’s stock valued at $49,740,362,000 after acquiring an additional 3,731,074 shares in the last quarter. Capital International Investors boosted its holdings in shares of Johnson & Johnson by 545.6% during the 3rd quarter. Capital International Investors now owns 3,865,050 shares of the company’s stock valued at $716,657,000 after purchasing an additional 3,266,354 shares during the last quarter. Amundi grew its position in shares of Johnson & Johnson by 19.3% during the third quarter. Amundi now owns 13,354,936 shares of the company’s stock valued at $2,512,719,000 after purchasing an additional 2,163,838 shares in the last quarter. Marshall Wace LLP increased its holdings in shares of Johnson & Johnson by 126.3% in the third quarter. Marshall Wace LLP now owns 3,584,162 shares of the company’s stock worth $664,575,000 after purchasing an additional 2,000,609 shares during the last quarter. Finally, Danske Bank A S purchased a new stake in shares of Johnson & Johnson in the third quarter worth about $367,467,000. 69.55% of the stock is owned by hedge funds and other institutional investors.

Johnson & Johnson News Summary

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

• Positive Sentiment: TREMFYA showed statistically significant benefit in a Phase 3 study for perianal fistulizing Crohn’s disease — a meaningful clinical win that could expand TREMFYA’s IBD label and support long‑term sales growth in immunology. TREMFYA study press release
• Positive Sentiment: JNJ reported strong Phase 2b data for investigational co‑antibody JNJ‑4804 in refractory IBD (DUET studies), supporting advancement toward Phase 3 and adding pipeline optionality versus current therapies. JNJ‑4804 DUET data
• Positive Sentiment: Johnson & Johnson’s Ottava surgical robot reportedly met endpoints in a pivotal bariatric study — a promising signal for the company’s MedTech R&D and future device commercialization. Ottava study
• Neutral Sentiment: Market pieces and screeners continue to highlight JNJ as a Dividend King and a dividend‑income option (Fool, 247wallst, Zacks coverage), which supports steady investor demand from income-focused holders but is unlikely to move the stock dramatically by itself. Safer Dividend King article
• Neutral Sentiment: Broad reporting notes J&J is expanding its clinical pipeline across immunology, MedTech and AI initiatives — constructive for long‑term growth but mostly early‑stage in terms of revenue impact. Pipeline expansion article
• Negative Sentiment: CVS will drop J&J’s Stelara from its main formularies in favor of lower‑cost interchangeable biosimilars starting July 1 — a near‑term commercial headwind for Stelara sales and an obvious driver of downward pressure on the shares. CVS drops Stelara
• Negative Sentiment: Coverage notes mixed IBD results: while some J&J programs show promise, at least one trial missed its primary endpoint (coverage describes advancement “despite” a miss), creating short‑term uncertainty about timing/scale of benefits and raising questions for near‑term sales guidance. Stat News coverage

Insider Activity

In other news, EVP Vanessa Broadhurst sold 6,197 shares of the firm’s stock in a transaction dated Tuesday, February 17th. The shares were sold at an average price of $243.39, for a total value of $1,508,287.83. Following the completion of the sale, the executive vice president owned 23,003 shares in the company, valued at approximately $5,598,700.17. This trade represents a 21.22% decrease in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through the SEC website. Also, EVP Timothy Schmid sold 1,322 shares of the company’s stock in a transaction dated Friday, February 20th. The shares were sold at an average price of $245.66, for a total transaction of $324,762.52. Following the transaction, the executive vice president owned 25,447 shares in the company, valued at $6,251,310.02. The trade was a 4.94% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders sold a total of 30,142 shares of company stock valued at $7,360,528 in the last 90 days. Company insiders own 0.16% of the company’s stock.

Johnson & Johnson Price Performance

NYSE:JNJ opened at $224.47 on Thursday. The firm has a market capitalization of $540.35 billion, a price-to-earnings ratio of 25.95, a PEG ratio of 2.21 and a beta of 0.27. 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 business has a 50 day simple moving average of $238.07 and a 200-day simple moving average of $220.38. Johnson & Johnson has a 1 year low of $146.12 and a 1 year high of $251.71.

Johnson & Johnson (NYSE:JNJ) last released its earnings results on Tuesday, April 14th. The company reported $2.70 earnings per share 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 for the quarter, compared to the consensus estimate of $23.60 billion. The company’s revenue for the quarter was up 9.9% compared to the same quarter last year. During the same quarter in the previous year, the company posted $2.77 EPS. Johnson & Johnson has set its FY 2026 guidance at 11.450-11.650 EPS. Equities analysts forecast that Johnson & Johnson will post 11.57 EPS for the current year.

Johnson & Johnson Increases Dividend

The company also recently announced a quarterly dividend, which will be paid on Tuesday, June 9th. Stockholders of record on Tuesday, May 26th will be paid a $1.34 dividend. This is an increase from Johnson & Johnson’s previous quarterly dividend of $1.30. This represents a $5.36 annualized dividend and a dividend yield of 2.4%. The ex-dividend date of this dividend is Tuesday, May 26th. Johnson & Johnson’s payout ratio is currently 60.12%.

Wall Street Analyst Weigh In

JNJ has been the subject of several research analyst reports. Rothschild & Co Redburn raised their price target on Johnson & Johnson from $180.00 to $210.00 and gave the company a “neutral” rating in a report on Thursday, February 19th. HSBC increased their target price on Johnson & Johnson from $265.00 to $280.00 and gave the company a “buy” rating in a research report on Tuesday, March 17th. Argus raised their target price on shares of Johnson & Johnson from $240.00 to $275.00 and gave the company a “buy” rating in a report on Thursday, April 16th. Guggenheim boosted their price target on shares of Johnson & Johnson from $244.00 to $266.00 and gave the stock a “buy” rating in a research report on Monday, April 20th. Finally, Barclays increased their price objective on shares of Johnson & Johnson from $234.00 to $255.00 and gave the company an “equal weight” rating in a research report on Wednesday, April 15th. Eighteen investment analysts have rated the stock with a Buy rating and nine have given a Hold rating to the company. Based on data from MarketBeat.com, the company currently has an average rating of “Moderate Buy” and a consensus price target of $252.48.

Johnson & Johnson 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.