Pathfinder Wealth Consulting Inc. Takes Position in Johnson & Johnson $JNJ

Pathfinder Wealth Consulting Inc. acquired a new stake in Johnson & Johnson (NYSE:JNJ) in the fourth quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The fund acquired 5,088 shares of the company’s stock, valued at approximately $1,053,000.

A number of other hedge funds and other institutional investors have also made changes to their positions in JNJ. Vanguard Group Inc. grew 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 purchasing an additional 3,731,074 shares during the period. Capital International Investors boosted its holdings in Johnson & Johnson by 545.6% in the third quarter. Capital International Investors now owns 3,865,050 shares of the company’s stock valued at $716,657,000 after acquiring an additional 3,266,354 shares during the last quarter. Amundi boosted its holdings in Johnson & Johnson by 19.3% in the third quarter. Amundi now owns 13,354,936 shares of the company’s stock valued at $2,512,719,000 after acquiring an additional 2,163,838 shares during the last quarter. Marshall Wace LLP boosted its holdings in Johnson & Johnson by 126.3% in the third quarter. Marshall Wace LLP now owns 3,584,162 shares of the company’s stock valued at $664,575,000 after acquiring an additional 2,000,609 shares during the last quarter. Finally, Danske Bank A S acquired a new position in Johnson & Johnson in the third quarter valued at $367,467,000. Hedge funds and other institutional investors own 69.55% of the company’s stock.

Johnson & Johnson Trading Up 1.3%

Shares of JNJ opened at $234.67 on Friday. The stock’s 50-day moving average is $234.02 and its two-hundred day moving average is $223.28. The stock has a market cap of $564.91 billion, a PE ratio of 27.13, a P/E/G ratio of 2.29 and a beta of 0.27. Johnson & Johnson has a 12 month low of $149.04 and a 12 month high of $251.71. 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 issued its quarterly earnings data on Tuesday, April 14th. The company reported $2.70 EPS for the quarter, topping analysts’ consensus estimates of $2.68 by $0.02. The company 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% on a year-over-year basis. During the same quarter in the previous year, the firm posted $2.77 earnings per share. Johnson & Johnson has set its FY 2026 guidance at 11.450-11.650 EPS. Equities analysts forecast that Johnson & Johnson will post 11.57 earnings per share for the current fiscal year.

Johnson & Johnson Increases Dividend

The business also recently disclosed a quarterly dividend, which will be paid on Tuesday, June 9th. Shareholders of record on Tuesday, May 26th will be paid a dividend of $1.34 per share. This is a boost from Johnson & Johnson’s previous quarterly dividend of $1.30. This represents a $5.36 dividend on an annualized basis and a dividend yield of 2.3%. The ex-dividend date is Tuesday, May 26th. Johnson & Johnson’s payout ratio is presently 60.12%.

Key Johnson & Johnson News

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

• Positive Sentiment: Johnson & Johnson received favorable coverage for its diversified pharma and MedTech businesses, with analysts saying its pipeline progress and stronger 2026 outlook make it better positioned than Pfizer despite patent risks. J&J & Pfizer Face Patent Risks: Which Stock Looks Better Positioned?
• Positive Sentiment: The company announced China approval for nipocalimab, a regulatory win that expands the drug’s commercial potential and supports sentiment around J&J’s pipeline. Johnson & Johnson says nipocalimab approved in China
• Positive Sentiment: J&J also highlighted a next-generation coronary artery disease catheter, reinforcing growth prospects in its MedTech segment and ongoing innovation in interventional medicine. Johnson & Johnson (JNJ) Unveils Next-Gen Catheter for Coronary Artery Disease
• Positive Sentiment: J&J announced a collaboration to build a global intelligent operating room network with Abu Dhabi’s health department, adding another AI-driven MedTech initiative that could strengthen its long-term growth story. Johnson & Johnson Advances Creation of Global Intelligent OR Network
• Neutral Sentiment: J&J was included in broader dividend and blue-chip stock commentary, which may reinforce its reputation as a defensive income stock but does not appear to be a major direct driver. The Dividend Stocks That Can Replace a $65,000 Income and What They’ll Cost You
• Neutral Sentiment: Another article framed J&J as a defensive growth stock, supporting the bull case but offering little new fundamental information. Why Johnson & Johnson (JNJ) Still Fits a Defensive Growth Case
• Negative Sentiment: ImmunityBio said its ANKTIVA-based bladder cancer data shows a cost advantage versus J&J’s TAR-200, which could raise competitive pressure in an important oncology area. IBRX Says ANKTIVA Delivers Up To $314K Cost Advantage Over J&J’s TAR-200

Analysts Set New Price Targets

A number of research analysts recently weighed in on the company. Wells Fargo & Company lifted their target price on Johnson & Johnson from $240.00 to $263.00 and gave the company an “overweight” rating in a report on Wednesday, April 15th. Weiss Ratings cut Johnson & Johnson from a “buy (b+)” rating to a “buy (b)” rating in a report on Friday, April 24th. Loop Capital set a $220.00 target price on Johnson & Johnson in a report on Tuesday, January 27th. Rothschild & Co Redburn lifted their target price on Johnson & Johnson from $180.00 to $210.00 and gave the company a “neutral” rating in a report on Thursday, February 19th. Finally, Argus lifted their target price on Johnson & Johnson from $240.00 to $275.00 and gave the company a “buy” rating in a report on Thursday, April 16th. Twenty equities research analysts have rated the stock with a Buy rating and seven have assigned a Hold rating to the company’s stock. According to MarketBeat, the company presently has an average rating of “Moderate Buy” and a consensus price target of $253.04.

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.