GFS Advisors LLC Sells 3,729 Shares of Johnson & Johnson $JNJ

GFS Advisors LLC lessened its position in Johnson & Johnson (NYSE:JNJ) by 7.0% in the fourth quarter, according to its most recent disclosure with the SEC. The firm owned 49,767 shares of the company’s stock after selling 3,729 shares during the period. Johnson & Johnson makes up about 1.2% of GFS Advisors LLC’s holdings, making the stock its 24th largest position. GFS Advisors LLC’s holdings in Johnson & Johnson were worth $10,299,000 at the end of the most recent reporting period.

A number of other hedge funds have also recently added to or reduced their stakes in the company. Vanguard Group Inc. grew its stake in Johnson & Johnson by 1.6% in 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 during the period. Geode Capital Management LLC grew its stake in Johnson & Johnson by 3.1% in the fourth quarter. Geode Capital Management LLC now owns 57,953,747 shares of the company’s stock valued at $11,967,947,000 after acquiring an additional 1,738,292 shares during the period. Norges Bank acquired a new stake in Johnson & Johnson in the fourth quarter valued at approximately $6,924,523,000. Wellington Management Group LLP grew its stake in Johnson & Johnson by 3.8% in the third quarter. Wellington Management Group LLP now owns 25,832,777 shares of the company’s stock valued at $4,789,914,000 after acquiring an additional 956,239 shares during the period. Finally, Legal & General Group Plc grew its stake in Johnson & Johnson by 2.8% in the third quarter. Legal & General Group Plc now owns 19,450,064 shares of the company’s stock valued at $3,606,431,000 after acquiring an additional 532,790 shares during the period. Institutional investors and hedge funds own 69.55% of the company’s stock.

Trending Headlines about Johnson & Johnson

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

• Positive Sentiment: J&J’s $1 billion acquisition of Firefly Bio strengthens its oncology pipeline with Firelink DAC technology aimed at hard-to-treat KRAS-driven cancers, which could improve long-term growth prospects. Johnson And Johnson Buys Firefly Bio To Deepen Oncology Growth Story
• Positive Sentiment: NICE preliminarily recommended D-VRd for first-line treatment of transplant-ineligible multiple myeloma in the NHS, a potential commercial boost for J&J’s Darzalex franchise. J&J secures extended NICE approval for Darzalex following earlier refusal
• Positive Sentiment: Commentary around J&J’s strong oncology and MedTech execution, including recent product momentum, is helping fuel bullish sentiment and expectations for continued growth. Will Johnson & Johnson Stock Hit $300 This Year?
• Neutral Sentiment: J&J also presented at Goldman Sachs’ healthcare conference, but the transcript does not provide a clear new catalyst on its own. Johnson & Johnson (JNJ) Presents at Goldman Sachs 47th Annual Global Healthcare Conference 2026 Transcript
• Neutral Sentiment: Broader sector articles highlighting healthcare as a defensive trade may provide background support, but they are not J&J-specific catalysts. Middle East Erupts Again: Buy these Healthcare ETFs Before the Next Strike
• Negative Sentiment: Some coverage noted patent and legal headwinds facing J&J, which remain a risk factor even as the company’s diversified business and pipeline help offset concerns. JNJ and AZN Face Patent Headwinds: Which Stock Looks Stronger Now?

Johnson & Johnson Stock Up 2.0%

Shares of NYSE:JNJ opened at $236.88 on Wednesday. The stock has a market cap of $570.22 billion, a price-to-earnings ratio of 27.39, a PEG ratio of 2.27 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 has a 12-month low of $149.04 and a 12-month high of $251.71. The business’s 50 day moving average is $231.76 and its 200 day moving average is $226.61.

Johnson & Johnson (NYSE:JNJ) last announced its earnings results 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 company had revenue of $24.06 billion for the quarter, compared to analysts’ expectations of $23.60 billion. Johnson & Johnson had a return on equity of 32.60% and a net margin of 21.83%.Johnson & Johnson’s quarterly revenue was up 9.9% on a year-over-year basis. During the same quarter in the previous year, the firm earned $2.77 earnings per share. 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 earnings per share 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 is an increase from Johnson & Johnson’s previous quarterly dividend of $1.30. This represents a $5.36 annualized dividend and a yield of 2.3%. The ex-dividend date of this dividend was Tuesday, May 26th. Johnson & Johnson’s payout ratio is presently 61.97%.

Wall Street Analysts Forecast Growth

A number of equities research analysts have commented on the company. Bank of America raised their price objective on Johnson & Johnson from $253.00 to $254.00 and gave the company a “neutral” rating in a research note on Wednesday, April 15th. Morgan Stanley set a $283.00 price objective on Johnson & Johnson in a research note on Wednesday, April 15th. Argus raised their price objective on Johnson & Johnson from $240.00 to $275.00 and gave the company a “buy” rating in a research note on Thursday, April 16th. Johnson Rice raised Johnson & Johnson from a “hold” rating to an “outperform” rating in a research report on Wednesday, May 13th. Finally, HSBC lifted 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. Twenty research analysts have rated the stock with a Buy rating and seven have issued a Hold rating to the company’s stock. According to MarketBeat, the stock has a consensus rating of “Moderate Buy” and an average target price 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.