Ponta Wealth Partners LLC Takes Position in Johnson & Johnson $JNJ

Ponta Wealth Partners LLC acquired a new stake in Johnson & Johnson (NYSE:JNJ) in the fourth quarter, Holdings Channel.com reports. The firm acquired 2,284 shares of the company’s stock, valued at approximately $473,000.

A number of other large investors also recently modified their holdings of the company. Vanguard Group Inc. boosted its position in shares of 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. Wellington Management Group LLP boosted its position in shares of 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. Bank of New York Mellon Corp boosted its position in shares of Johnson & Johnson by 3.5% in the third quarter. Bank of New York Mellon Corp now owns 24,637,649 shares of the company’s stock valued at $4,568,313,000 after acquiring an additional 835,146 shares during the period. Legal & General Group Plc boosted its position in shares of 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. Finally, Amundi lifted its position in Johnson & Johnson by 19.3% during the third quarter. Amundi now owns 13,354,936 shares of the company’s stock valued at $2,512,719,000 after purchasing an additional 2,163,838 shares during the last quarter. 69.55% of the stock is currently owned by institutional investors.

Johnson & Johnson Trading Down 0.6%

Shares of JNJ opened at $221.17 on Friday. The firm has a market cap of $532.41 billion, a price-to-earnings ratio of 25.57, a PEG ratio of 2.18 and a beta of 0.27. The company has a debt-to-equity ratio of 0.46, a quick ratio of 0.77 and a current ratio of 1.03. Johnson & Johnson has a fifty-two week low of $146.12 and a fifty-two week high of $251.71. The firm has a 50 day moving average price of $237.59 and a 200-day moving average price of $220.58.

Johnson & Johnson (NYSE:JNJ) last announced its quarterly earnings data on Tuesday, April 14th. The company reported $2.70 earnings per share for the quarter, topping analysts’ consensus estimates of $2.68 by $0.02. The firm had revenue of $24.06 billion during the quarter, compared to analyst estimates of $23.60 billion. Johnson & Johnson had a net margin of 21.83% and a return on equity of 32.60%. The business’s quarterly revenue was up 9.9% on a year-over-year basis. During the same period in the previous year, the business posted $2.77 EPS. Johnson & Johnson has set its FY 2026 guidance at 11.450-11.650 EPS. As a group, equities research analysts forecast that Johnson & Johnson will post 11.57 earnings per share for the current year.

Johnson & Johnson Increases Dividend

The firm also recently disclosed 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 dividend on an annualized basis and a dividend yield of 2.4%. The ex-dividend date is Tuesday, May 26th. This is a positive change from Johnson & Johnson’s previous quarterly dividend of $1.30. Johnson & Johnson’s dividend payout ratio (DPR) is presently 60.12%.

Insider Buying and Selling

In other news, EVP Vanessa Broadhurst sold 6,197 shares of the business’s stock in a transaction that occurred on Tuesday, February 17th. The shares were 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 in the company, valued at approximately $5,598,700.17. The trade was a 21.22% decrease in their position. The sale was disclosed in a legal filing with the SEC, which can be accessed through this hyperlink. Also, EVP Timothy Schmid sold 1,322 shares of the business’s stock in a transaction that occurred on Friday, February 20th. The stock was sold at an average price of $245.66, for a total transaction of $324,762.52. Following the completion of the sale, the executive vice president owned 25,447 shares of the company’s stock, valued at approximately $6,251,310.02. The trade was a 4.94% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Over the last 90 days, insiders sold 30,142 shares of company stock valued at $7,360,528. Company insiders own 0.16% of the company’s stock.

Key Johnson & Johnson News

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

• Positive Sentiment: Erste Group Bank raised its FY2027 earnings estimate for Johnson & Johnson to $12.66 per share from $12.63, reinforcing the view that earnings power remains solid and slightly better than expected.
• Positive Sentiment: J&J’s cancer business continues to be a growth driver, with reports highlighting Darzalex, Erleada, and newer launches helping oncology sales grow strongly in the latest quarter and supporting the company’s long-term target of $50 billion in cancer sales by 2030. Darzalex, Erleada & New Drugs Keep J&J’s Oncology Engine Charged in Q1
• Positive Sentiment: Several articles also pointed to Johnson & Johnson as a favored dividend compounder, which can appeal to income investors looking for stability and long-term payouts. This Dividend Pro Likes Banks, Semi-Equipment Stocks, Altria, and J&J
• Neutral Sentiment: J&J also launched its “Generation Fine” mental health campaign, which is more of a brand and awareness initiative than a direct earnings catalyst, though it underscores continued investment in neuropsychiatry. Johnson & Johnson launches Generation Fine
• Neutral Sentiment: At the same time, recent pipeline commentary was mixed: J&J reported positive progress in some programs, but one mid-stage inflammatory bowel disease candidate did not meet its main endpoint, creating some offsetting uncertainty. Johnson And Johnson Balances Mental Health Push With Mixed Pipeline Outlook

Wall Street Analysts Forecast Growth

Several equities research analysts have issued reports on JNJ shares. Loop Capital set a $220.00 target price on shares of Johnson & Johnson in a research report on Tuesday, January 27th. Bank of America lifted their target price on shares of Johnson & Johnson from $253.00 to $254.00 and gave the company a “neutral” rating in a research report on Wednesday, April 15th. TD Cowen started coverage on shares of Johnson & Johnson in a research report on Wednesday, April 8th. They set a “buy” rating and a $250.00 target price for the company. Scotiabank reiterated an “outperform” rating on shares of Johnson & Johnson in a research report on Thursday, January 22nd. Finally, Wall Street Zen lowered shares of Johnson & Johnson from a “buy” rating to a “hold” rating in a research report on Saturday, February 14th. Eighteen analysts have rated the stock with a Buy rating and nine have assigned a Hold rating to the company. According to MarketBeat, Johnson & Johnson presently has a consensus rating of “Moderate Buy” and a consensus target price of $252.48.

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.