Johnson & Johnson $JNJ Stake Boosted by IFM Investors Pty Ltd

IFM Investors Pty Ltd increased its stake in Johnson & Johnson (NYSE:JNJ) by 3.3% during the 1st quarter, HoldingsChannel reports. The firm owned 505,534 shares of the company’s stock after acquiring an additional 15,989 shares during the period. Johnson & Johnson comprises 1.0% of IFM Investors Pty Ltd’s holdings, making the stock its 14th largest position. IFM Investors Pty Ltd’s holdings in Johnson & Johnson were worth $123,573,000 at the end of the most recent quarter.

A number of other hedge funds and other institutional investors have also added to or reduced their stakes in the stock. Brighton Jones LLC boosted its holdings in shares of Johnson & Johnson by 13.9% during the fourth quarter. Brighton Jones LLC now owns 51,876 shares of the company’s stock valued at $7,502,000 after acquiring an additional 6,332 shares during the period. United Bank increased its holdings in shares of Johnson & Johnson by 110.7% in the 1st quarter. United Bank now owns 9,279 shares of the company’s stock worth $1,539,000 after acquiring an additional 4,876 shares during the period. Sivia Capital Partners LLC lifted its position in Johnson & Johnson by 13.4% in the 2nd quarter. Sivia Capital Partners LLC now owns 5,863 shares of the company’s stock valued at $896,000 after purchasing an additional 692 shares during the last quarter. Wealth Group Ltd. boosted its stake in Johnson & Johnson by 12.8% during the 2nd quarter. Wealth Group Ltd. now owns 1,482 shares of the company’s stock valued at $226,000 after purchasing an additional 168 shares during the period. Finally, Schnieders Capital Management LLC. grew its position in Johnson & Johnson by 9.8% in the 2nd quarter. Schnieders Capital Management LLC. now owns 73,680 shares of the company’s stock worth $11,255,000 after purchasing an additional 6,584 shares during the last quarter. Institutional investors and hedge funds own 69.55% of the company’s stock.

Insider Buying and Selling at Johnson & Johnson

In other news, EVP Kathryn E. Wengel sold 10,000 shares of the company’s stock in a transaction 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 owned 114,288 shares in the company, valued at $27,560,551.20. This represents a 8.05% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which is available through this link. 0.16% of the stock is currently owned by company insiders.

Johnson & Johnson Trading Down 0.2%

Johnson & Johnson stock opened at $262.52 on Friday. The firm has a 50 day simple moving average of $233.72 and a 200-day simple moving average of $231.26. 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 stock has a market capitalization of $631.93 billion, a PE ratio of 30.35, a price-to-earnings-growth ratio of 2.58 and a beta of 0.24. Johnson & Johnson has a 12-month low of $154.21 and a 12-month high of $263.10.

Johnson & Johnson (NYSE:JNJ) last announced its earnings results on Tuesday, April 14th. The company reported $2.70 EPS 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 analysts’ expectations of $23.60 billion. Johnson & Johnson had a return on equity of 32.60% and a net margin of 21.83%.The firm’s quarterly revenue was up 9.9% compared to the same quarter last year. During the same quarter in the previous year, the company earned $2.77 earnings per share. Johnson & Johnson has set its FY 2026 guidance at 11.450-11.650 EPS. As a group, equities research analysts expect that Johnson & Johnson will post 11.57 EPS for the current fiscal 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 paid a $1.34 dividend. The ex-dividend date of this dividend was Tuesday, May 26th. This represents a $5.36 dividend on an annualized basis and a dividend yield of 2.0%. This is a boost from Johnson & Johnson’s previous quarterly dividend of $1.30. Johnson & Johnson’s dividend payout ratio (DPR) is presently 61.97%.

Key Stories Impacting Johnson & Johnson

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

• Positive Sentiment: Members of Congress have been buying J&J shares, which can signal confidence in the company’s prospects and may attract attention from retail investors. Members of Congress Are Loading Up on Johnson & Johnson and UnitedHealth. Here’s Why Retail Investors Should Pay Attention.
• Positive Sentiment: Johnson & Johnson launched its Dual-Energy THERMOCOOL SMARTTOUCH SF cardiac ablation platform in Europe, adding a commercial growth catalyst in its medtech business. Johnson & Johnson (JNJ) Launches Dual-Energy Cardiac Ablation Catheter in Europe
• Positive Sentiment: J&J is being highlighted as a top dividend and defensive healthcare name, with articles pointing to its reliable cash flow, dividend profile, and long-term appeal. Johnson & Johnson (JNJ): Focused on Cancer and Neuroscience as a Top Dividend Aristocrat Stock to Buy
• Positive Sentiment: Recent updates say J&J is strengthening its cancer pipeline, including European progress for Tecvayli in combination with Darzalex and an acquisition of Firefly Bio to expand oncology research. Johnson & Johnson (JNJ) Expands Cancer Pipeline As Talc Verdict Eases One Risk
• Neutral Sentiment: Several market commentary pieces reiterated bullish Wall Street views and compared J&J favorably with AbbVie, supporting the stock’s valuation narrative but not adding a major new catalyst. Is It Worth Investing in Johnson & Johnson (JNJ) Based on Wall Street’s Bullish Views?
• Neutral Sentiment: J&J was also featured in dividend-income and portfolio articles, which helps reinforce its reputation as a stable income stock, though these pieces are unlikely to move shares much on their own. J&J or AbbVie: Which Stock Deserves a Place in Your Portfolio Now?
• Negative Sentiment: No major negative company-specific headline stood out in the latest set of articles; the closest risk item is that ongoing litigation remains a background concern, even as one recent talc verdict went J&J’s way. Johnson & Johnson (JNJ) Expands Cancer Pipeline As Talc Verdict Eases One Risk

Analyst Upgrades and Downgrades

JNJ has been the topic of several analyst reports. Citigroup raised their price target on shares of Johnson & Johnson from $274.00 to $285.00 and gave the company a “buy” rating in a research note on Tuesday, April 7th. Leerink Partners raised Johnson & Johnson from a “market perform” rating to an “outperform” rating and set a $265.00 price objective for the company in a report on Wednesday, May 13th. Bank of America raised their target price on Johnson & Johnson from $253.00 to $254.00 and gave the company a “neutral” rating in a research report on Wednesday, April 15th. Daiwa Securities Group lifted their target price on Johnson & Johnson from $237.00 to $246.00 and gave the company an “outperform” rating in a research note on Thursday, April 16th. Finally, Guggenheim increased their price target on Johnson & Johnson from $266.00 to $270.00 and gave the stock a “buy” rating in a research note on Friday, June 26th. Twenty equities research analysts have rated the stock with a Buy rating and seven have issued a Hold rating to the company’s stock. According to data from MarketBeat.com, the company presently has a consensus rating of “Moderate Buy” and an average price target of $256.70.

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.