Wendell David Associates Inc. Sells 3,253 Shares of Johnson & Johnson $JNJ

Wendell David Associates Inc. trimmed its stake in shares of Johnson & Johnson (NYSE:JNJ) by 3.1% during the fourth quarter, HoldingsChannel.com reports. The firm owned 100,504 shares of the company’s stock after selling 3,253 shares during the quarter. Johnson & Johnson makes up 2.1% of Wendell David Associates Inc.’s portfolio, making the stock its 14th largest position. Wendell David Associates Inc.’s holdings in Johnson & Johnson were worth $20,799,000 at the end of the most recent quarter.

A number of other hedge funds and other institutional investors also recently made changes to their positions in JNJ. Abich Financial Wealth Management LLC purchased a new position in Johnson & Johnson during the third quarter worth about $26,000. DecisionPoint Financial LLC grew its position 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 buying an additional 75 shares in the last quarter. Family CFO Inc purchased a new position in Johnson & Johnson during the fourth quarter worth about $31,000. Stone House Investment Management LLC grew its position in Johnson & Johnson by 58.9% during the fourth quarter. Stone House Investment Management LLC now owns 197 shares of the company’s stock worth $41,000 after buying an additional 73 shares in the last quarter. Finally, Semmax Financial Advisors Inc. grew its position in Johnson & Johnson by 55.0% during the second quarter. Semmax Financial Advisors Inc. now owns 203 shares of the company’s stock worth $31,000 after buying an additional 72 shares in the last quarter. 69.55% of the stock is currently owned by institutional investors.

Trending Headlines about Johnson & Johnson

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

Insider Buying and Selling

In other news, EVP Vanessa Broadhurst sold 6,197 shares of the stock in a transaction that occurred on Tuesday, February 17th. The shares were sold at an average price of $243.39, for a total transaction of $1,508,287.83. Following the sale, the executive vice president owned 23,003 shares in the company, valued at $5,598,700.17. This represents a 21.22% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which is available through the SEC website. Also, EVP Timothy Schmid sold 22,623 shares of the stock in a transaction that occurred on Wednesday, February 18th. The shares were sold at an average price of $244.33, for a total transaction of $5,527,477.59. Following the sale, the executive vice president owned 26,769 shares in the company, valued at approximately $6,540,469.77. The trade was a 45.80% decrease in their position. The SEC filing for this sale provides additional information. Insiders have sold 30,142 shares of company stock valued at $7,360,528 in the last ninety days. Insiders own 0.16% of the company’s stock.

Johnson & Johnson Stock Performance

Shares of JNJ opened at $227.51 on Friday. 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 has a one year low of $146.12 and a one year high of $251.71. The company has a 50-day simple moving average of $238.83 and a two-hundred day simple moving average of $219.70. The firm has a market capitalization of $547.66 billion, a PE ratio of 26.30, a price-to-earnings-growth ratio of 2.22 and a beta of 0.27.

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

Johnson & Johnson Increases Dividend

The firm also recently announced 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 positive change 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 2.4%. The ex-dividend date of this dividend is Tuesday, May 26th. Johnson & Johnson’s payout ratio is 60.12%.

Analyst Upgrades and Downgrades

Several equities research analysts have issued reports on JNJ shares. Rothschild & Co Redburn lifted their price target on Johnson & Johnson from $180.00 to $210.00 and gave the stock a “neutral” rating in a research note on Thursday, February 19th. Sanford C. Bernstein lifted their price target on Johnson & Johnson from $225.00 to $251.00 and gave the stock a “market perform” rating in a research note on Wednesday, April 15th. Wall Street Zen downgraded Johnson & Johnson from a “buy” rating to a “hold” rating in a report on Saturday, February 14th. Wells Fargo & Company lifted their price objective on Johnson & Johnson from $240.00 to $263.00 and gave the stock an “overweight” rating in a report on Wednesday, April 15th. Finally, TD Cowen started coverage on Johnson & Johnson in a report on Wednesday, April 8th. They issued a “buy” rating and a $250.00 price objective on the stock. Eighteen investment analysts have rated the stock with a Buy rating and nine have given a Hold rating to the company’s stock. According to MarketBeat.com, the stock presently has an average rating of “Moderate Buy” and a consensus price target of $252.48.

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.