Johnson & Johnson $JNJ Shares Sold by Mutual of America Capital Management LLC

Mutual of America Capital Management LLC reduced its holdings in Johnson & Johnson (NYSE:JNJ) by 1.0% in the 4th quarter, HoldingsChannel.com reports. The firm owned 277,690 shares of the company’s stock after selling 2,794 shares during the quarter. Johnson & Johnson comprises approximately 0.6% of Mutual of America Capital Management LLC’s investment portfolio, making the stock its 15th biggest holding. Mutual of America Capital Management LLC’s holdings in Johnson & Johnson were worth $57,468,000 at the end of the most recent quarter.

Other institutional investors have also recently added to or reduced their stakes in the company. Blueline Advisors LLC acquired a new position in Johnson & Johnson in the fourth quarter valued at $25,000. Abich Financial Wealth Management LLC acquired a new position in Johnson & Johnson in the third quarter valued at $26,000. Cresta Advisors Ltd. acquired a new position in Johnson & Johnson in the fourth quarter valued at $26,000. DecisionPoint Financial LLC increased its stake in Johnson & Johnson by 104.2% in the fourth quarter. DecisionPoint Financial LLC now owns 147 shares of the company’s stock valued at $30,000 after purchasing an additional 75 shares during the last quarter. Finally, Family CFO Inc acquired a new position in Johnson & Johnson in the fourth quarter valued at $31,000. 69.55% of the stock is currently owned by institutional investors and hedge funds.

Key Headlines Impacting Johnson & Johnson

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

• Positive Sentiment: Johnson & Johnson announced strong late-stage prostate cancer data for ERLEADA (apalutamide), showing it significantly reduced the risk of metastasis or death and improved key surgical outcomes. The results, presented at ASCO and published in The New England Journal of Medicine, could strengthen the drug’s commercial outlook. Article Title
• Positive Sentiment: J&J also reported pivotal data for RYBREVANT FASPRO (amivantamab and hyaluronidase-lpuj) in advanced head and neck cancer, with durable responses and a meaningful complete-response rate. The company has already submitted for FDA approval in this indication, which could expand its oncology pipeline. Article Title
• Positive Sentiment: Separate coverage highlighted Johnson & Johnson as one of the best dividend-paying stocks to buy right now, reinforcing its appeal as a defensive income name for investors seeking stability and yield. Article Title
• Neutral Sentiment: Another article asked whether J&J is too expensive after its 48% one-year surge, reflecting valuation concerns rather than a direct change in fundamentals. The piece suggests some investors may be pausing after the stock’s strong rally. Article Title
• Negative Sentiment: Recent commentary also noted the stock has slipped in the short term, implying some near-term profit-taking as investors digest the large year-to-date move and weigh whether upside is already reflected in the price. Article Title

Johnson & Johnson Price Performance

JNJ stock opened at $223.90 on Tuesday. 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 1 year low of $149.04 and a 1 year high of $251.71. The firm has a market cap of $538.96 billion, a P/E ratio of 25.88, a price-to-earnings-growth ratio of 2.21 and a beta of 0.26. The stock has a 50-day simple moving average of $232.75 and a 200-day simple moving average of $225.29.

Johnson & Johnson (NYSE:JNJ) last posted its earnings results on Tuesday, April 14th. The company reported $2.70 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $2.68 by $0.02. Johnson & Johnson had a return on equity of 32.60% and a net margin of 21.83%.The business had revenue of $24.06 billion during the quarter, compared to analyst estimates of $23.60 billion. During the same quarter last year, the firm earned $2.77 earnings per share. The company’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. On average, equities analysts predict that Johnson & Johnson will post 11.57 earnings per share for the current fiscal year.

Johnson & Johnson Increases Dividend

The firm 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. The ex-dividend date is Tuesday, May 26th. This represents a $5.36 dividend on an annualized basis and a yield of 2.4%. Johnson & Johnson’s payout ratio is 61.97%.

Wall Street Analyst Weigh In

Several brokerages have commented on JNJ. HSBC upped their price target on Johnson & Johnson from $265.00 to $280.00 and gave the stock a “buy” rating in a research note on Tuesday, March 17th. Stifel Nicolaus upped their price target on Johnson & Johnson from $220.00 to $250.00 and gave the stock a “hold” rating in a research note on Wednesday, April 15th. Bank of America upped their price target on Johnson & Johnson from $253.00 to $254.00 and gave the stock a “neutral” rating in a research note on Wednesday, April 15th. Raymond James Financial upped their price target on Johnson & Johnson from $237.00 to $258.00 and gave the stock an “outperform” rating in a research note on Wednesday, April 15th. Finally, Wall Street Zen lowered Johnson & Johnson from a “buy” rating to a “hold” rating in a research note on Saturday, February 14th. 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 MarketBeat.com, the company currently has a consensus rating of “Moderate Buy” and a consensus price target of $253.04.

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.