Stronghold Wealth Management L.L.C. bought a new stake in Johnson & Johnson (NYSE:JNJ – Free Report) during the fourth quarter, HoldingsChannel reports. The fund bought 2,605 shares of the company’s stock, valued at approximately $539,000.
Other large investors have also recently bought and sold shares of the company. Plancorp LLC boosted its holdings in Johnson & Johnson by 0.3% in the fourth quarter. Plancorp LLC now owns 15,889 shares of the company’s stock valued at $3,288,000 after purchasing an additional 45 shares during the last quarter. WealthCollab LLC boosted its holdings in Johnson & Johnson by 4.7% in the fourth quarter. WealthCollab LLC now owns 1,015 shares of the company’s stock valued at $210,000 after purchasing an additional 46 shares during the last quarter. MMA Asset Management LLC boosted its holdings in Johnson & Johnson by 1.3% in the fourth quarter. MMA Asset Management LLC now owns 3,600 shares of the company’s stock valued at $745,000 after purchasing an additional 46 shares during the last quarter. Vista Investment Partners II LLC boosted its holdings in Johnson & Johnson by 1.2% in the fourth quarter. Vista Investment Partners II LLC now owns 3,811 shares of the company’s stock valued at $789,000 after purchasing an additional 47 shares during the last quarter. Finally, Campbell Deegan Wealth Management LLC boosted its holdings in Johnson & Johnson by 1.6% in the fourth quarter. Campbell Deegan Wealth Management LLC now owns 2,990 shares of the company’s stock valued at $619,000 after purchasing an additional 48 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: Leerink Partners upgraded Johnson & Johnson (JNJ) to Outperform, which can help investor sentiment and suggests the firm sees more upside from current levels. Leerink Partners upgrades Johnson & Johnson (JNJ)
- Positive Sentiment: A new article says J&J’s story is shifting as newer drugs such as Icotyde, Inlexzo, Tecvayli and Tremfya gain attention, while a valuation update nudged fair value slightly higher. That points to continued pipeline progress as a key long-term driver. How The Story For Johnson & Johnson (JNJ) Is Shifting With New Drugs And Legal Twists
- Positive Sentiment: CAPLYTA data highlighted favorable efficacy and safety versus competing antipsychotics, reinforcing the value of J&J’s mental-health franchise and broader pipeline depth. CAPLYTA Data Highlights Johnson & Johnson Valuation And Mental Health Story
- Neutral Sentiment: MeiraGTx reported an asset purchase agreement with Johnson & Johnson for bota-vec, a transaction that appears more strategic than immediately material for earnings, but it shows J&J remains active in bolt-on pipeline deals. MeiraGTx Reports First Quarter 2026 Financial and Operational Results
- Neutral Sentiment: Recent bladder-cancer survey coverage reinforces the need for better therapies, which supports the market’s broader view that J&J’s oncology and urology pipeline could have room to grow, though the report itself does not change fundamentals immediately. Groundbreaking global survey captures the significant patient burden experienced with current standard-of-care bladder cancer treatments, underscoring urgency for continued innovation
- Negative Sentiment: Articles note Johnson & Johnson has been down since its last earnings report, indicating some investors remain cautious despite the company’s stable fundamentals and defensive profile. Why Is Johnson & Johnson (JNJ) Down 3.5% Since Last Earnings Report?
Wall Street Analysts Forecast Growth
View Our Latest Stock Analysis on JNJ
Insider Buying and Selling
In other news, EVP Timothy Schmid sold 22,623 shares of the stock in a transaction that occurred on Wednesday, February 18th. The stock was sold at an average price of $244.33, for a total transaction of $5,527,477.59. Following the transaction, the executive vice president owned 26,769 shares in the company, valued at $6,540,469.77. This trade represents a 45.80% decrease in their position. The sale was disclosed in a filing with the SEC, which is available at the SEC website. Also, EVP Vanessa Broadhurst sold 6,197 shares of the stock in a transaction that occurred on 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 transaction, the executive vice president owned 23,003 shares in the company, valued at $5,598,700.17. This trade represents a 21.22% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders have sold a total of 30,142 shares of company stock worth $7,360,528 in the last quarter. Insiders own 0.16% of the company’s stock.
Johnson & Johnson Trading Up 0.0%
JNJ stock opened at $226.81 on Monday. The company’s 50-day simple moving average is $235.13 and its 200-day simple moving average is $222.02. 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 has a 52-week low of $149.04 and a 52-week high of $251.71. The firm has a market cap of $545.98 billion, a P/E ratio of 26.22, a PEG ratio of 2.22 and a beta of 0.27.
Johnson & Johnson (NYSE:JNJ – Get Free Report) last posted its earnings results on Tuesday, April 14th. The company reported $2.70 earnings per share (EPS) for the quarter, topping the consensus estimate of $2.68 by $0.02. Johnson & Johnson had a net margin of 21.83% and a return on equity of 32.60%. The business had revenue of $24.06 billion for the quarter, compared to analyst estimates of $23.60 billion. During the same period in the prior year, the company posted $2.77 EPS. The company’s revenue for the quarter was up 9.9% on a year-over-year basis. Johnson & Johnson has set its FY 2026 guidance at 11.450-11.650 EPS. As a group, equities analysts forecast that Johnson & Johnson will post 11.57 EPS for the current fiscal year.
Johnson & Johnson Increases Dividend
The firm also recently announced a quarterly dividend, which will be paid on Tuesday, June 9th. Stockholders of record on Tuesday, May 26th will be given a dividend of $1.34 per share. This is a positive change 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 2.4%. Johnson & Johnson’s payout ratio is 60.12%.
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.
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