Bleakley Financial Group LLC increased its position in Johnson & Johnson (NYSE:JNJ – Free Report) by 6.1% in the first quarter, Holdings Channel reports. The firm owned 131,874 shares of the company’s stock after purchasing an additional 7,534 shares during the quarter. Bleakley Financial Group LLC’s holdings in Johnson & Johnson were worth $32,235,000 as of its most recent SEC filing.
Other institutional investors and hedge funds have also recently bought and sold shares of the company. Blueline Advisors LLC bought a new position in shares of Johnson & Johnson in the 4th quarter worth about $25,000. Cresta Advisors Ltd. bought a new stake in shares of Johnson & Johnson during the 4th quarter valued at about $26,000. DecisionPoint Financial LLC raised its stake in Johnson & Johnson by 104.2% during the fourth quarter. DecisionPoint Financial LLC now owns 147 shares of the company’s stock worth $30,000 after acquiring an additional 75 shares during the period. Bay Harbor Wealth Management LLC lifted its holdings in Johnson & Johnson by 49.0% in the fourth quarter. Bay Harbor Wealth Management LLC now owns 149 shares of the company’s stock worth $31,000 after acquiring an additional 49 shares during the last quarter. Finally, Family CFO Inc bought a new position in shares of Johnson & Johnson during the fourth quarter valued at approximately $31,000. Institutional investors and hedge funds own 69.55% of the company’s stock.
Analyst Ratings Changes
Several research firms have recently commented on JNJ. Wells Fargo & Company upped their price target on shares of Johnson & Johnson from $240.00 to $263.00 and gave the stock an “overweight” rating in a research report on Wednesday, April 15th. Guggenheim boosted their target price on shares of Johnson & Johnson from $266.00 to $270.00 and gave the company a “buy” rating in a research note on Friday, June 26th. Barclays raised their price target on shares of Johnson & Johnson from $234.00 to $255.00 and gave the company an “equal weight” rating in a research note on Wednesday, April 15th. TD Cowen lifted their target price on Johnson & Johnson from $250.00 to $300.00 and gave the company a “buy” rating in a research note on Monday. Finally, Stifel Nicolaus set a $260.00 price target on Johnson & Johnson in a research report on Wednesday. Twenty analysts have rated the stock with a Buy rating and seven have assigned a Hold rating to the company’s stock. According to MarketBeat.com, Johnson & Johnson has an average rating of “Moderate Buy” and an average price target of $261.70.
Johnson & Johnson Price Performance
JNJ stock opened at $247.55 on Thursday. Johnson & Johnson has a one year low of $159.80 and a one year high of $269.43. The firm has a 50-day moving average of $238.64 and a two-hundred day moving average of $234.20. The firm has a market capitalization of $595.90 billion, a PE ratio of 28.62, a P/E/G ratio of 2.42 and a beta of 0.24. The company has a current ratio of 1.03, a quick ratio of 0.77 and a debt-to-equity ratio of 0.46.
Johnson & Johnson (NYSE:JNJ – Get Free Report) last issued its earnings results on Wednesday, July 15th. The company reported $2.90 EPS for the quarter, topping the consensus estimate of $2.84 by $0.06. The business had revenue of $25.31 billion during the quarter, compared to analysts’ expectations of $25.02 billion. Johnson & Johnson had a return on equity of 32.60% and a net margin of 21.83%.Johnson & Johnson’s revenue was up 6.6% compared to the same quarter last year. During the same quarter last year, the firm posted $2.77 earnings per share. Johnson & Johnson has set its FY 2026 guidance at 11.600-11.750 EPS. On average, analysts forecast that Johnson & Johnson will post 11.58 earnings per share for the current year.
Johnson & Johnson Dividend Announcement
The business also recently declared a quarterly dividend, which will be paid on Tuesday, September 8th. Shareholders of record on Tuesday, August 25th will be given a $1.34 dividend. The ex-dividend date of this dividend is Tuesday, August 25th. This represents a $5.36 dividend on an annualized basis and a dividend yield of 2.2%. Johnson & Johnson’s payout ratio is currently 61.97%.
Insider Buying and Selling at Johnson & Johnson
In related news, EVP Kathryn E. Wengel sold 10,000 shares of the business’s stock in a transaction that occurred on Thursday, June 11th. The stock was sold at an average price of $241.15, for a total value of $2,411,500.00. Following the completion of the sale, the executive vice president directly owned 114,288 shares in the company, valued at approximately $27,560,551.20. The trade was a 8.05% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available through this link. 0.16% of the stock is owned by corporate insiders.
More Johnson & Johnson News
Here are the key news stories impacting Johnson & Johnson this week:
- Positive Sentiment: JNJ beat Q2 estimates, with EPS of $2.90 and revenue of $25.31 billion, helped by strong pharmaceutical growth from Darzalex, Tremfya and Spravato. Reuters article
- Positive Sentiment: The company raised FY 2026 guidance to EPS of $11.60-$11.75 and revenue of about $100.8 billion-$101.4 billion, signaling management confidence in continued growth. Business Wire article
- Positive Sentiment: Jefferies highlighted Spravato’s strong sales growth as a positive read-through for the broader psychedelic/depression-treatment market, reinforcing the value of J&J’s innovative medicines franchise. Proactive Investors article
- Positive Sentiment: Unusual options activity leaned bullish, with traders buying more JNJ call options than usual, suggesting some expectations for upside after earnings.
- Neutral Sentiment: Johnson & Johnson declared a quarterly dividend of $1.34 per share, underscoring its shareholder-return profile and dividend-king status.
- Neutral Sentiment: Stifel maintained a Hold rating with a $260 price target, reflecting a balanced view after the earnings report. TipRanks article
- Negative Sentiment: Despite the beat-and-raise quarter, the stock slipped because investors appeared underwhelmed relative to elevated expectations and are still weighing MedTech softness and talc-related legal risk. MarketBeat article
Johnson & Johnson Company 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.
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