Facet Wealth Inc. Grows Stock Position in Johnson & Johnson $JNJ

Facet Wealth Inc. lifted its stake in Johnson & Johnson (NYSE:JNJ) by 182.6% in the fourth quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The firm owned 6,643 shares of the company’s stock after purchasing an additional 4,292 shares during the period. Facet Wealth Inc.’s holdings in Johnson & Johnson were worth $1,513,000 at the end of the most recent quarter.

A number of other hedge funds and other institutional investors have also recently bought and sold shares of JNJ. Vanguard Group Inc. boosted its holdings 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 purchasing an additional 3,731,074 shares during the period. Capital International Investors lifted its holdings in Johnson & Johnson by 545.6% during the 3rd quarter. Capital International Investors now owns 3,865,050 shares of the company’s stock worth $716,657,000 after buying an additional 3,266,354 shares during the last quarter. Amundi lifted its holdings in Johnson & Johnson by 19.3% during the 3rd quarter. Amundi now owns 13,354,936 shares of the company’s stock worth $2,512,719,000 after buying an additional 2,163,838 shares during the last quarter. Marshall Wace LLP lifted its holdings in Johnson & Johnson by 126.3% during the 3rd quarter. Marshall Wace LLP now owns 3,584,162 shares of the company’s stock worth $664,575,000 after buying an additional 2,000,609 shares during the last quarter. Finally, Danske Bank A S purchased a new stake in Johnson & Johnson during the 3rd quarter worth about $367,467,000. 69.55% of the stock is currently owned by hedge funds and other institutional investors.

Wall Street Analysts Forecast Growth

A number of analysts have issued reports on the company. Wall Street Zen downgraded Johnson & Johnson from a “buy” rating to a “hold” rating in a report on Saturday, February 14th. Guggenheim lifted their price target on Johnson & Johnson from $244.00 to $266.00 and gave the stock a “buy” rating in a report on Monday, April 20th. TD Cowen assumed coverage on Johnson & Johnson in a report on Wednesday, April 8th. They set a “buy” rating and a $250.00 price target for the company. Wolfe Research lifted their price target on Johnson & Johnson from $225.00 to $240.00 and gave the stock an “outperform” rating in a report on Monday, January 5th. Finally, Weiss Ratings downgraded Johnson & Johnson from a “buy (b+)” rating to a “buy (b)” rating in a report on Friday, April 24th. Eighteen investment analysts have rated the stock with a Buy rating and nine have given a Hold rating to the stock. Based on data from MarketBeat.com, Johnson & Johnson has an average rating of “Moderate Buy” and an average target price of $252.48.

Insider Activity

In other news, EVP Vanessa Broadhurst sold 6,197 shares of the business’s stock in a transaction dated Tuesday, February 17th. The stock was 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 directly owned 23,003 shares of the company’s stock, valued at approximately $5,598,700.17. The trade was a 21.22% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this link. Also, EVP Timothy Schmid sold 1,322 shares of the business’s stock in a transaction dated Friday, February 20th. The shares were sold at an average price of $245.66, for a total value of $324,762.52. Following the completion of the transaction, the executive vice president owned 25,447 shares in the company, valued at $6,251,310.02. This trade represents a 4.94% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold a total of 30,142 shares of company stock valued at $7,360,528 over the last three months. Company insiders own 0.16% of the company’s stock.

Key Headlines Impacting Johnson & Johnson

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

• Positive Sentiment: FDA actions boost late‑stage and approved pipeline: the FDA granted Priority Review to IMAAVY (nipocalimab) for warm autoimmune hemolytic anemia and approved a supplemental NDA for CAPLYTA (lumateperone) to prevent schizophrenia relapse — both expand J&J’s immunology and neuropsychiatry franchises and increase near‑ and mid‑term commercial optionality. FDA Decisions Put Johnson & Johnson’s Growth And Valuation In Focus
• Positive Sentiment: Cardiovascular M&A to broaden MedTech exposure: J&J agreed to buy Atraverse Medical to add the Hotwire left‑heart access system, supporting growth in atrial fibrillation and cardiac‑ablation markets and strengthening MedTech revenue mix. Johnson And Johnson Expands Heart Portfolio With Atraverse Deal And Valuation Upside
• Positive Sentiment: Analyst upgrades: Erste Group raised FY2026/2027 EPS forecasts for J&J (modest increases to $11.57 for FY2026 and $12.63 for FY2027), signalling improving analyst confidence in earnings trajectory. MarketBeat JNJ coverage
• Positive Sentiment: MedTech improvement continuing: management commentary and analyst notes point to sequential recovery in medical devices, supporting topline momentum in the higher‑margin MedTech segment. J&J Sees Continued MedTech Improvement in Q1, Eyes Better 2026
• Positive Sentiment: Dividend and quality recognition: J&J continues to be featured among dividend‑focused and quality stock lists (Dividend Kings/Reddit picks), which supports demand from income and defensive investors. 3 Dividend Kings That Have Outrun the Nasdaq Over 12 Months
• Neutral Sentiment: Quarterly results and guidance context: J&J reported a slight EPS beat for the quarter and reiterated FY2026 EPS guidance in the 11.45–11.65 range; steady fundamentals but not a dramatic surprise. MarketBeat JNJ coverage
• Neutral Sentiment: ETF/sector flow context: broader pharma/healthcare ETF and sector stories (Invesco PJP coverage) can influence relative flows into JNJ but are not company‑specific catalysts. Should You Invest in the Invesco Pharmaceuticals ETF (PJP)?
• Neutral Sentiment: Market focus / headlines: coverage noting J&J “gains focus” in the S&P can lift attention but not necessarily valuation immediately. Johnson & Johnson Gains Focus In S&P 500 today Watch
• Negative Sentiment: Recent share weakness and valuation scrutiny: analysts and writeups point to a ~6% one‑month pullback and renewed focus on valuation after short‑term underperformance, which can pressure sentiment and short‑term flows. A Look At Johnson & Johnson (JNJ) Valuation After Recent Share Price Weakness
• Negative Sentiment: Controversial distribution plan flagged: reports that J&J plans to sell some prescription drugs to TrumpRx as a cost‑reduction move introduce reputational and political risk that could concern some investors and payors. Johnson & Johnson Plans to Sell Prescription Drugs to TrumpRx in Cost-Reduction Push

Johnson & Johnson Stock Down 0.2%

Johnson & Johnson stock opened at $227.30 on Thursday. Johnson & Johnson has a fifty-two week low of $146.12 and a fifty-two week 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 company has a market capitalization of $547.16 billion, a P/E ratio of 26.28, a PEG ratio of 2.21 and a beta of 0.34. The stock has a 50-day simple moving average of $239.16 and a 200-day simple moving average of $219.43.

Johnson & Johnson (NYSE:JNJ) last posted 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%.During the same period in the prior year, the company posted $2.77 earnings per share. Johnson & Johnson’s revenue for the quarter was up 9.9% compared to the same quarter last year. Johnson & Johnson has set its FY 2026 guidance at 11.450-11.650 EPS. Equities research analysts expect that Johnson & Johnson will post 11.57 earnings per share 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 issued a $1.34 dividend. 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. This is an increase from Johnson & Johnson’s previous quarterly dividend of $1.30. Johnson & Johnson’s dividend payout ratio (DPR) is presently 60.12%.

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.