Johnson & Johnson $JNJ Shares Sold by First Fiduciary Investment Counsel Inc.

First Fiduciary Investment Counsel Inc. reduced its holdings in Johnson & Johnson (NYSE:JNJ) by 4.3% in the 4th quarter, Holdings Channel reports. The institutional investor owned 88,680 shares of the company’s stock after selling 3,942 shares during the quarter. Johnson & Johnson accounts for about 3.6% of First Fiduciary Investment Counsel Inc.’s investment portfolio, making the stock its 7th biggest holding. First Fiduciary Investment Counsel Inc.’s holdings in Johnson & Johnson were worth $18,352,000 at the end of the most recent reporting period.

Several other hedge funds have also modified their holdings of JNJ. Vanguard Group Inc. lifted its holdings in shares of Johnson & Johnson by 1.6% in the 4th quarter. Vanguard Group Inc. now owns 240,349,660 shares of the company’s stock valued at $49,740,362,000 after buying an additional 3,731,074 shares during the period. Capital International Investors lifted its holdings in shares of Johnson & Johnson by 545.6% in the 3rd quarter. Capital International Investors now owns 3,865,050 shares of the company’s stock valued at $716,657,000 after buying an additional 3,266,354 shares during the period. Amundi lifted its holdings in shares of Johnson & Johnson by 19.3% in the 3rd quarter. Amundi now owns 13,354,936 shares of the company’s stock valued at $2,512,719,000 after buying an additional 2,163,838 shares during the period. Marshall Wace LLP lifted its holdings in shares of Johnson & Johnson by 126.3% in the 3rd quarter. Marshall Wace LLP now owns 3,584,162 shares of the company’s stock valued at $664,575,000 after buying an additional 2,000,609 shares during the period. Finally, Danske Bank A S acquired a new stake in shares of Johnson & Johnson in the 3rd quarter valued at approximately $367,467,000. 69.55% of the stock is owned by institutional investors and hedge funds.

Johnson & Johnson Stock Performance

NYSE JNJ opened at $227.51 on Friday. Johnson & Johnson has a 1-year low of $146.12 and a 1-year high of $251.71. The company has a market capitalization of $547.66 billion, a P/E ratio of 26.30, a PEG ratio of 2.22 and a beta of 0.27. The business has a 50 day moving average price of $238.83 and a 200 day moving average price of $219.70. The company has a debt-to-equity ratio of 0.46, a current ratio of 1.03 and a quick ratio of 0.77.

Johnson & Johnson (NYSE:JNJ) last released its quarterly earnings data 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. The firm had revenue of $24.06 billion during the quarter, compared to the consensus estimate 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 period last year, the business posted $2.77 EPS. Johnson & Johnson has set its FY 2026 guidance at 11.450-11.650 EPS. Sell-side analysts expect that Johnson & Johnson will post 11.57 EPS for the current fiscal year.

Johnson & Johnson Increases Dividend

The business also recently declared a quarterly dividend, which will be paid on Tuesday, June 9th. Shareholders of record on Tuesday, May 26th will be given a dividend of $1.34 per share. The ex-dividend date of this dividend is Tuesday, May 26th. This is a positive change from Johnson & Johnson’s previous quarterly dividend of $1.30. This represents a $5.36 annualized dividend and a yield of 2.4%. Johnson & Johnson’s dividend payout ratio (DPR) is 60.12%.

Key Johnson & Johnson News

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

• Positive Sentiment: Analysts and retail-finance outlets renewed focus on JNJ’s dividend durability and income appeal, reinforcing the stock’s attraction for income investors; that supports long-term demand. Why Johnson & Johnson (JNJ) is a Top Dividend Stock for Your Portfolio Zacks: Why JNJ is a Top Dividend Stock
• Positive Sentiment: Clinical pipeline update: J&J highlighted sustained efficacy in its Vivacity‑MG3 trial (IMAAVY/nipocalimab) — positive for long‑term growth potential in neuromuscular therapeutics if regulatory progress continues. JNJ Highlights Sustained Efficacy in Vivacity-MG3 Trial
• Positive Sentiment: Corporate governance/IR: J&J named Ryan Koors VP of Investor Relations — a stabilizing move ahead of upcoming investor outreach that can help messaging around guidance and capital allocation. Johnson & Johnson Appoints Ryan Koors as Vice President, Investor Relations
• Neutral Sentiment: Peer/sector news: AbbVie is being highlighted for durable growth into the mid‑2030s — reflects positive sentiment toward large pharma but also underscores competition for investor capital within healthcare. AbbVie Expected to Post Durable Growth
• Neutral Sentiment: Related personnel moves: Halozyme’s executive hiring notes include ex‑J&J connections — a reminder of talent flows inside the sector but with limited direct impact on JNJ’s fundamentals. Halozyme Appoints New Chief Financial Officer
• Negative Sentiment: Market rotation toward AI/growth and strong tech engagement (e.g., Microsoft Copilot adoption) can pull capital away from defensive/dividend names like JNJ, contributing to near‑term selling pressure. Microsoft says it has over 20M paid Copilot users

Wall Street Analyst Weigh In

JNJ has been the subject of several recent analyst reports. Sanford C. Bernstein raised their price target on Johnson & Johnson from $225.00 to $251.00 and gave the company a “market perform” rating in a report on Wednesday, April 15th. HSBC raised their price objective on Johnson & Johnson from $265.00 to $280.00 and gave the company a “buy” rating in a research note on Tuesday, March 17th. 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. Freedom Capital downgraded Johnson & Johnson from a “strong-buy” rating to a “hold” rating in a research note on Friday, January 16th. Finally, 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. Eighteen analysts have rated the stock with a Buy rating and nine have assigned a Hold rating to the company’s stock. According to MarketBeat, Johnson & Johnson has a consensus rating of “Moderate Buy” and a consensus price target of $252.48.

Insider Buying and Selling at Johnson & Johnson

In other Johnson & Johnson news, EVP Timothy Schmid sold 22,623 shares of the firm’s stock in a transaction 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 completion of the transaction, the executive vice president owned 26,769 shares of the company’s stock, valued at approximately $6,540,469.77. This trade represents a 45.80% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which is accessible through this link. Also, EVP Vanessa Broadhurst sold 6,197 shares of the firm’s stock in a transaction on 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 transaction, the executive vice president directly owned 23,003 shares of the company’s stock, valued at $5,598,700.17. The trade was a 21.22% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders have sold 30,142 shares of company stock valued at $7,360,528 in the last three months. 0.16% of the stock is currently owned by company insiders.

Johnson & Johnson 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.