Kepler Cheuvreux Suisse SA Sells 15,290 Shares of Johnson & Johnson $JNJ

Kepler Cheuvreux Suisse SA trimmed its position in Johnson & Johnson (NYSE:JNJ) by 16.1% in the first quarter, HoldingsChannel.com reports. The firm owned 79,450 shares of the company’s stock after selling 15,290 shares during the period. Johnson & Johnson comprises 1.3% of Kepler Cheuvreux Suisse SA’s investment portfolio, making the stock its 26th largest holding. Kepler Cheuvreux Suisse SA’s holdings in Johnson & Johnson were worth $19,418,000 as of its most recent filing with the Securities and Exchange Commission.

A number of other institutional investors have also recently bought and sold shares of the business. Blueline Advisors LLC bought a new position in shares of Johnson & Johnson during the 4th quarter worth about $25,000. Cresta Advisors Ltd. acquired a new position in Johnson & Johnson in the fourth quarter worth about $26,000. DecisionPoint Financial LLC lifted 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 purchasing an additional 75 shares during the period. Family CFO Inc acquired a new stake in Johnson & Johnson during the fourth quarter valued at approximately $31,000. Finally, Bay Harbor Wealth Management LLC grew its stake in shares of Johnson & Johnson by 49.0% in the 4th quarter. Bay Harbor Wealth Management LLC now owns 149 shares of the company’s stock valued at $31,000 after purchasing an additional 49 shares during the period. Institutional investors and hedge funds own 69.55% of the company’s stock.

Johnson & Johnson Stock Performance

Johnson & Johnson stock opened at $267.35 on Wednesday. The stock has a 50-day simple moving average of $235.09 and a 200 day simple moving average of $232.13. The stock has a market capitalization of $643.56 billion, a price-to-earnings ratio of 30.91, a P/E/G ratio of 2.54 and a beta of 0.24. The company has a quick ratio of 0.77, a current ratio of 1.03 and a debt-to-equity ratio of 0.46. Johnson & Johnson has a 12-month low of $154.21 and a 12-month high of $269.43.

Johnson & Johnson (NYSE:JNJ) last issued its quarterly earnings data on Tuesday, April 14th. The company reported $2.70 EPS for the quarter, topping analysts’ consensus estimates of $2.68 by $0.02. Johnson & Johnson had a net margin of 21.83% and a return on equity of 32.60%. The firm 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 earned $2.77 EPS. The company’s revenue was up 9.9% on a year-over-year basis. Johnson & Johnson has set its FY 2026 guidance at 11.450-11.650 EPS. On average, research analysts anticipate that Johnson & Johnson will post 11.57 earnings per share for the current fiscal year.

Johnson & Johnson Increases Dividend

The business also recently disclosed a quarterly dividend, which was paid on Tuesday, June 9th. Investors of record on Tuesday, May 26th were given a $1.34 dividend. This is a boost from Johnson & Johnson’s previous quarterly dividend of $1.30. The ex-dividend date was Tuesday, May 26th. This represents a $5.36 annualized dividend and a yield of 2.0%. Johnson & Johnson’s dividend payout ratio is presently 61.97%.

Insiders Place Their Bets

In other Johnson & Johnson news, EVP Kathryn E. Wengel sold 10,000 shares of the company’s stock in a transaction on 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 approximately $27,560,551.20. This represents a 8.05% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through the SEC website. 0.16% of the stock is owned by company insiders.

Analyst Upgrades and Downgrades

Several research firms recently commented on JNJ. Guggenheim raised their target price on Johnson & Johnson from $266.00 to $270.00 and gave the stock a “buy” rating in a research report on Friday, June 26th. Barclays increased 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. Morgan Stanley set a $283.00 price objective on Johnson & Johnson in a report on Wednesday, April 15th. Argus boosted their target price on shares of Johnson & Johnson from $240.00 to $275.00 and gave the company a “buy” rating in a research note on Thursday, April 16th. Finally, Daiwa Securities Group increased their target price on shares of Johnson & Johnson from $237.00 to $246.00 and gave the stock an “outperform” rating in a research report on Thursday, April 16th. Twenty investment analysts have rated the stock with a Buy rating and seven have issued a Hold rating to the company. According to MarketBeat.com, Johnson & Johnson has a consensus rating of “Moderate Buy” and a consensus target price of $257.13.

Key Headlines Impacting Johnson & Johnson

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

• Positive Sentiment: Investors are buying JNJ ahead of earnings, helped by a higher company outlook, a recent analyst price-target increase, and expectations for another solid quarter. Johnson & Johnson (JNJ) Could Be 34% Below Fair Value Following IMAAVY Update
• Positive Sentiment: Wall Street commentary says JNJ’s recent record run reflects rising price targets and strong institutional buying, reinforcing the bullish view on the stock. Johnson & Johnson (JNJ) Stock Surges Past Record High as Wall Street Raises Price Targets
• Positive Sentiment: Analysts expect J&J to report higher second-quarter earnings, which is helping sentiment into the July 15 earnings release. Johnson & Johnson Likely To Report Higher Q2 Earnings; These Most Accurate Analysts Revise Forecasts Ahead Of Earnings Call
• Neutral Sentiment: Recent articles continue to frame Johnson & Johnson as a defensive healthcare name with dependable dividend income, which may support holding interest but is not a direct catalyst. Why Johnson & Johnson (JNJ) is a Great Dividend Stock Right Now
• Negative Sentiment: One market note highlighted unusual put option activity after JNJ’s runup, suggesting some traders are positioning for a pullback or near-term volatility. Unusual Put Option Activity in Johnson & Johnson After JNJ Stock’s Recent Runup

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.