Johnson & Johnson $JNJ Position Reduced by Financial & Tax Architects LLC

Financial & Tax Architects LLC reduced its position in shares of Johnson & Johnson (NYSE:JNJ) by 17.4% in the first quarter, according to the company in its most recent 13F filing with the SEC. The institutional investor owned 32,887 shares of the company’s stock after selling 6,948 shares during the quarter. Johnson & Johnson comprises 1.8% of Financial & Tax Architects LLC’s portfolio, making the stock its 14th largest holding. Financial & Tax Architects LLC’s holdings in Johnson & Johnson were worth $8,039,000 at the end of the most recent reporting period.

Several other hedge funds also recently modified their holdings of the company. Greenberg Financial Group acquired a new position in shares of Johnson & Johnson in the 4th quarter worth approximately $954,000. World Investment Advisors lifted its stake in Johnson & Johnson by 19.6% during the fourth quarter. World Investment Advisors now owns 161,343 shares of the company’s stock valued at $33,390,000 after purchasing an additional 26,450 shares during the last quarter. JT Stratford LLC boosted its holdings in Johnson & Johnson by 7.6% during the third quarter. JT Stratford LLC now owns 59,577 shares of the company’s stock worth $11,047,000 after buying an additional 4,216 shares in the last quarter. Coldstream Capital Management Inc. grew its position in Johnson & Johnson by 9.8% in the third quarter. Coldstream Capital Management Inc. now owns 95,662 shares of the company’s stock worth $17,738,000 after buying an additional 8,533 shares during the last quarter. Finally, Benchmark Financial LLC acquired a new position in Johnson & Johnson in the fourth quarter worth approximately $554,000. 69.55% of the stock is currently owned by institutional investors and hedge funds.

Analyst Ratings Changes

JNJ has been the subject of a number of recent research reports. TD Cowen initiated coverage on Johnson & Johnson in a research report on Wednesday, April 8th. They set a “buy” rating and a $250.00 price objective for the company. Johnson Rice set a $270.00 target price on Johnson & Johnson in a report on Friday, June 26th. Daiwa Securities Group boosted their target price on Johnson & Johnson from $237.00 to $246.00 and gave the stock an “outperform” rating in a research report on Thursday, April 16th. HSBC upped their target price on Johnson & Johnson from $265.00 to $280.00 and gave the company a “buy” rating in a report on Tuesday, March 17th. Finally, Barclays lifted their price target 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. Twenty analysts have rated the stock with a Buy rating and seven have issued a Hold rating to the company’s stock. According to data from MarketBeat, Johnson & Johnson presently has an average rating of “Moderate Buy” and an average target price of $256.70.

Johnson & Johnson Trading Up 3.4%

NYSE JNJ opened at $262.52 on Friday. The firm’s 50 day moving average price is $232.98 and its two-hundred day moving average price is $231.04. 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 twelve month low of $154.21 and a twelve month high of $263.10. The stock has a market cap of $631.93 billion, a price-to-earnings ratio of 30.35, a PEG ratio of 2.49 and a beta of 0.24.

Johnson & Johnson (NYSE:JNJ) last released 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. The company had revenue of $24.06 billion during the quarter, compared to analyst estimates of $23.60 billion. Johnson & Johnson had a return on equity of 32.60% and a net margin of 21.83%.The company’s revenue for the quarter was up 9.9% on a year-over-year basis. During the same quarter in the prior year, the company earned $2.77 earnings per share. Johnson & Johnson has set its FY 2026 guidance at 11.450-11.650 EPS. Equities analysts anticipate that Johnson & Johnson will post 11.57 EPS for the current year.

Johnson & Johnson Increases Dividend

The firm also recently disclosed a quarterly dividend, which was paid on Tuesday, June 9th. Investors of record on Tuesday, May 26th were paid a $1.34 dividend. The ex-dividend date of this dividend was Tuesday, May 26th. This represents a $5.36 annualized dividend and a yield of 2.0%. This is an increase from Johnson & Johnson’s previous quarterly dividend of $1.30. Johnson & Johnson’s dividend payout ratio (DPR) is currently 61.97%.

Johnson & Johnson News Roundup

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

• Positive Sentiment: Johnson & Johnson launched its Dual-Energy THERMOCOOL SMARTTOUCH SF cardiac ablation catheter platform in Europe, expanding access for electrophysiologists and adding another potential growth driver for its med-tech business. Johnson & Johnson (JNJ) Launches Dual-Energy Cardiac Ablation Catheter in Europe
• Positive Sentiment: The company is drawing attention as a top dividend and defensive healthcare name, with articles highlighting its reliable payout, global healthcare reach, and appeal to income-focused investors. Is It Worth Investing in Johnson & Johnson (JNJ) Based on Wall Street’s Bullish Views?
• Positive Sentiment: Johnson & Johnson is being favored for long-term growth because management is emphasizing cancer and neuroscience, while expanding its oncology pipeline through regulatory progress in Europe and the planned Firefly Bio acquisition. Johnson & Johnson (JNJ) Expands Cancer Pipeline As Talc Verdict Eases One Risk
• Neutral Sentiment: Several articles compare J&J with other dividend and healthcare stocks or discuss passive-income strategies, but these are more general investor-interest pieces than direct company-specific catalysts. 3 Dividend Stocks to Buy Hand Over Fist in July
• Neutral Sentiment: Analysts are watching J&J’s Q2 Innovative Medicine business closely, with Stelara biosimilar pressure potentially offset by growth from newer drugs and blockbusters ahead of earnings. J&J’s Innovative Medicine Business in Q2: Here’s What to Watch
• Negative Sentiment: One near-term risk remains biosimilar competition for Stelara, which could weigh on Innovative Medicine growth if newer products do not fully offset the pressure. J&J’s Innovative Medicine Business in Q2: Here’s What to Watch

Insider Buying and Selling

In other Johnson & Johnson news, EVP Kathryn E. Wengel sold 10,000 shares of Johnson & Johnson stock in a transaction dated Thursday, June 11th. The stock was sold at an average price of $241.15, for a total transaction of $2,411,500.00. Following the transaction, the executive vice president owned 114,288 shares of the company’s stock, valued at $27,560,551.20. The trade was a 8.05% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which is available through this hyperlink. Insiders own 0.16% of the company’s stock.

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.