71 West Capital Partners Makes New Investment in Johnson & Johnson $JNJ

71 West Capital Partners purchased a new position in Johnson & Johnson (NYSE:JNJ) during the 4th quarter, according to its most recent filing with the Securities & Exchange Commission. The fund purchased 8,637 shares of the company’s stock, valued at approximately $1,787,000.

Several other hedge funds and other institutional investors have also recently bought and sold shares of JNJ. Brighton Jones LLC raised its position in Johnson & Johnson by 13.9% in the fourth quarter. Brighton Jones LLC now owns 51,876 shares of the company’s stock worth $7,502,000 after acquiring an additional 6,332 shares in the last quarter. United Bank raised its position in Johnson & Johnson by 110.7% in the first quarter. United Bank now owns 9,279 shares of the company’s stock worth $1,539,000 after acquiring an additional 4,876 shares in the last quarter. Sivia Capital Partners LLC raised its position in Johnson & Johnson by 13.4% in the second quarter. Sivia Capital Partners LLC now owns 5,863 shares of the company’s stock worth $896,000 after acquiring an additional 692 shares in the last quarter. Wealth Group Ltd. raised its position in Johnson & Johnson by 12.8% in the second quarter. Wealth Group Ltd. now owns 1,482 shares of the company’s stock worth $226,000 after acquiring an additional 168 shares in the last quarter. Finally, Schnieders Capital Management LLC. raised its position in Johnson & Johnson by 9.8% in the second quarter. Schnieders Capital Management LLC. now owns 73,680 shares of the company’s stock worth $11,255,000 after acquiring an additional 6,584 shares in the last quarter. 69.55% of the stock is currently owned by institutional investors.

Insiders Place Their Bets

In related news, EVP Kathryn E. Wengel sold 10,000 shares of the business’s stock in a transaction that occurred on 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 completion of the sale, the executive vice president directly owned 114,288 shares in the company, valued at approximately $27,560,551.20. The trade was a 8.05% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available through this link. Company insiders own 0.16% of the company’s stock.

Analyst Upgrades and Downgrades

A number of equities analysts recently weighed in on the company. Argus lifted their price target on Johnson & Johnson from $240.00 to $275.00 and gave the stock a “buy” rating in a research note on Thursday, April 16th. JPMorgan Chase & Co. lifted their price target on Johnson & Johnson from $250.00 to $260.00 and gave the stock a “neutral” rating in a research note on Wednesday, April 15th. Stifel Nicolaus lifted their price target on Johnson & Johnson from $220.00 to $250.00 and gave the stock a “hold” rating in a research note on Wednesday, April 15th. Citigroup lifted their price target on Johnson & Johnson from $274.00 to $285.00 and gave the stock a “buy” rating in a research note on Tuesday, April 7th. Finally, Johnson Rice raised Johnson & Johnson from a “hold” rating to an “outperform” rating in a research note on Wednesday, May 13th. Twenty research analysts have rated the stock with a Buy rating and seven have issued a Hold rating to the company’s stock. Based on data from MarketBeat, the stock has an average rating of “Moderate Buy” and an average price target of $253.04.

Key Headlines Impacting Johnson & Johnson

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

• Positive Sentiment: Johnson & Johnson said it will invest more than $1 billion in Jacksonville, Florida to expand U.S. Vision manufacturing, packaging and distribution. The project includes a new distribution facility and advanced production technology, reinforcing JNJ’s long-term commitment to domestic capacity and eye-care growth. Article: Johnson & Johnson Invests more than $1 Billion to Strengthen U.S. Vision Manufacturing in Jacksonville, Florida
• Positive Sentiment: The company’s broader U.S. manufacturing push and expansion of Acuvue-related operations were also highlighted by recent coverage, which may be viewed positively as JNJ works to strengthen supply chains and invest in higher-margin consumer health and vision businesses. Article: Johnson & Johnson (JNJ) Commits Over $1B to Acuvue Contact Lens Expansion
• Positive Sentiment: Investor sentiment may also be supported by ongoing pipeline progress, including positive Phase 2/3 data for IMAAVY (nipocalimab) in a rare autoimmune blood disorder and FDA Priority Review for the drug, which could broaden JNJ’s future revenue base if approved. Article: IMAAVY Breakthrough And Priority Review Reframe Johnson And Johnson Growth Story
• Neutral Sentiment: Separately, commentary from Jim Cramer noted that Johnson & Johnson shares have been gaining, but the piece did not identify a new fundamental catalyst beyond general market discussion. Article: Jim Cramer Explains Johnson & Johnson’s (JNJ) Shares Have Gained
• Neutral Sentiment: One article about dividend portfolios and another about market volatility are not JNJ-specific, but they reflect the broader investor focus on income, defensive stocks, and risk reduction that can indirectly benefit large healthcare names like Johnson & Johnson. Article: The Retiree Who Chose $65,000 Instead of $120,000 and Ended Up Richer
• Negative Sentiment: Marketwide risk-off concerns tied to a possible AI-led valuation correction could weigh on equities generally, though the article is not specific to JNJ and Johnson & Johnson is typically seen as more defensive than high-growth tech names. Article: Today’s AI market hits all 5 warning signs that preceded 2000 Nasdaq crash.

Johnson & Johnson Stock Down 2.0%

JNJ opened at $236.06 on Tuesday. The business has a 50 day moving average price of $231.37 and a 200 day moving average price of $227.56. Johnson & Johnson has a twelve month low of $149.04 and a twelve month high of $251.71. The company has a debt-to-equity ratio of 0.46, a quick ratio of 0.77 and a current ratio of 1.03. The firm has a market cap of $568.25 billion, a P/E ratio of 27.29, a price-to-earnings-growth ratio of 2.36 and a beta of 0.26.

Johnson & Johnson (NYSE:JNJ) last posted 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. 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 during the quarter, compared to analyst estimates of $23.60 billion. During the same period in the previous year, the company earned $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. Research analysts forecast that Johnson & Johnson will post 11.57 EPS for the current year.

Johnson & Johnson Increases Dividend

The business also recently announced a quarterly dividend, which was paid on Tuesday, June 9th. Investors of record on Tuesday, May 26th were issued a $1.34 dividend. This is an increase from Johnson & Johnson’s previous quarterly dividend of $1.30. The ex-dividend date was Tuesday, May 26th. This represents a $5.36 annualized dividend and a yield of 2.3%. Johnson & Johnson’s dividend payout ratio is presently 61.97%.

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.