CFS Investment Advisory Services LLC trimmed its stake in Johnson & Johnson (NYSE:JNJ – Free Report) by 13.3% during the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The firm owned 28,937 shares of the company’s stock after selling 4,436 shares during the period. CFS Investment Advisory Services LLC’s holdings in Johnson & Johnson were worth $5,988,000 as of its most recent SEC filing.
A number of other large investors have also recently bought and sold shares of JNJ. Abich Financial Wealth Management LLC bought a new stake in Johnson & Johnson in the third quarter valued at $26,000. Cresta Advisors Ltd. bought a new stake in Johnson & Johnson in the fourth quarter valued at $26,000. DecisionPoint Financial LLC grew its position 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 acquiring an additional 75 shares during the period. Family CFO Inc bought a new stake in Johnson & Johnson in the fourth quarter valued at $31,000. Finally, Bay Harbor Wealth Management LLC grew its position in Johnson & Johnson by 49.0% in the fourth quarter. Bay Harbor Wealth Management LLC now owns 149 shares of the company’s stock valued at $31,000 after acquiring an additional 49 shares during the period. 69.55% of the stock is currently owned by institutional investors.
Wall Street Analysts Forecast Growth
A number of analysts have weighed in on JNJ shares. Rothschild & Co Redburn upped their price target on Johnson & Johnson from $180.00 to $210.00 and gave the company a “neutral” rating in a research report on Thursday, February 19th. Sanford C. Bernstein boosted their price objective 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. Barclays boosted their price objective on Johnson & Johnson from $234.00 to $255.00 and gave the stock an “equal weight” rating in a research note on Wednesday, April 15th. Citigroup boosted their price objective on Johnson & Johnson from $274.00 to $285.00 and gave the stock a “buy” rating in a research note on Tuesday, April 7th. Finally, Morgan Stanley set a $283.00 price objective on Johnson & Johnson in a research note on Wednesday, April 15th. Twenty equities research analysts have rated the stock with a Buy rating and seven have issued a Hold rating to the company. Based on data from MarketBeat.com, the stock currently has an average rating of “Moderate Buy” and a consensus target price of $253.04.
Johnson & Johnson Price Performance
Johnson & Johnson stock opened at $231.02 on Friday. The company has a debt-to-equity ratio of 0.46, a quick ratio of 0.77 and a current ratio of 1.03. The firm has a market cap of $556.12 billion, a P/E ratio of 26.71, a P/E/G ratio of 2.27 and a beta of 0.27. The business’s fifty day moving average is $233.26 and its two-hundred day moving average is $224.82. Johnson & Johnson has a 52 week low of $149.04 and a 52 week high of $251.71.
Johnson & Johnson (NYSE:JNJ – Get Free Report) last issued its quarterly earnings results on Tuesday, April 14th. The company reported $2.70 earnings per share (EPS) for the quarter, beating the consensus estimate 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 for the quarter, compared to analyst estimates of $23.60 billion. During the same quarter in the prior year, the firm posted $2.77 earnings per share. The firm’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. Equities research analysts forecast that Johnson & Johnson will post 11.57 earnings per share for the current fiscal year.
Johnson & Johnson Increases Dividend
The company also recently declared a quarterly dividend, which will be paid on Tuesday, June 9th. Stockholders of record on Tuesday, May 26th will be paid a dividend of $1.34 per share. This represents a $5.36 annualized dividend and a dividend yield of 2.3%. This is a boost from Johnson & Johnson’s previous quarterly dividend of $1.30. The ex-dividend date of this dividend is Tuesday, May 26th. Johnson & Johnson’s payout ratio is currently 61.97%.
Trending Headlines about Johnson & Johnson
Here are the key news stories impacting Johnson & Johnson this week:
- Positive Sentiment: The FDA approved a label expansion for TREMFYA, allowing J&J to highlight evidence that the drug helps inhibit progression of structural joint damage in adults with active psoriatic arthritis. That strengthens TREMFYA’s differentiation versus other IL-23 inhibitors and could support sales growth in immunology. Article Title
- Positive Sentiment: Recent analyst and market commentary remains constructive, with brokerages giving JNJ an average “Moderate Buy” rating and several reports pointing to strong year-to-date performance, oncology growth, MedTech demand, and pipeline progress helping offset Stelara patent-loss pressure. Article Title
- Positive Sentiment: Investor-focused coverage also highlighted that J&J has outperformed the Dow over the past year, reinforcing the view that the company’s defensive profile and diversified pipeline continue to appeal to investors. Article Title
- Neutral Sentiment: J&J announced it will host its second-quarter earnings conference call on July 15. The event is standard investor-relations news, but it keeps attention on upcoming results and guidance. Article Title
- Neutral Sentiment: Several commentary pieces discussed J&J’s cancer biotech deal-making strategy and a DePuy Synthes orthopedic-tech acquisition, but these were largely analytical rather than immediate stock-moving catalysts. Article Title
- Negative Sentiment: Some reporting raised questions about whether J&J can keep pace on the cutting edge of cancer biotech, which may temper enthusiasm around long-term innovation even as near-term fundamentals remain solid. Article Title
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.
See Also
- Five stocks we like better than Johnson & Johnson
- 3 Stocks Rallying on Micron’s Price Boost: Substance or Hype?
- Snowflake and the Snowballing Impact of its AI Flywheel
- AI’s Biggest Bottleneck Could Make These 2 Stocks Soar
- These 3 Beaten-Down Stocks Just Saw $25 Million in Insider Buying
Want to see what other hedge funds are holding JNJ? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for Johnson & Johnson (NYSE:JNJ – Free Report).
Receive News & Ratings for Johnson & Johnson Daily - Enter your email address below to receive a concise daily summary of the latest news and analysts' ratings for Johnson & Johnson and related companies with MarketBeat.com's FREE daily email newsletter.
