Mayflower Financial Advisors LLC grew its stake in shares of Johnson & Johnson (NYSE:JNJ – Free Report) by 44.7% in the fourth quarter, Holdings Channel reports. The fund owned 23,185 shares of the company’s stock after acquiring an additional 7,167 shares during the quarter. Mayflower Financial Advisors LLC’s holdings in Johnson & Johnson were worth $4,798,000 as of its most recent filing with the Securities & Exchange Commission.
Other hedge funds also recently modified their holdings of the company. Abich Financial Wealth Management LLC bought a new position in Johnson & Johnson during the third quarter valued at $26,000. Evolution Wealth Management Inc. purchased a new position in shares of Johnson & Johnson during the 2nd quarter valued at $27,000. Clayton Financial Group LLC purchased a new position in shares of Johnson & Johnson during the 3rd quarter valued at $28,000. Semmax Financial Advisors Inc. grew its stake in shares of Johnson & Johnson by 55.0% during the 2nd quarter. Semmax Financial Advisors Inc. now owns 203 shares of the company’s stock worth $31,000 after acquiring an additional 72 shares during the period. Finally, Turning Point Benefit Group Inc. purchased a new stake in Johnson & Johnson in the 3rd quarter worth about $41,000. Institutional investors own 69.55% of the company’s stock.
Insiders Place Their Bets
In other news, EVP Vanessa Broadhurst sold 6,197 shares of the company’s stock in a transaction on Tuesday, February 17th. The shares were sold at an average price of $243.39, for a total value of $1,508,287.83. Following the transaction, the executive vice president owned 23,003 shares of the company’s stock, valued at approximately $5,598,700.17. This represents a 21.22% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which can be accessed through the SEC website. Also, EVP Timothy Schmid sold 22,623 shares of the stock in a transaction on Wednesday, February 18th. The stock was sold at an average price of $244.33, for a total value of $5,527,477.59. Following the completion of the sale, the executive vice president owned 26,769 shares in the company, valued at $6,540,469.77. This trade represents a 45.80% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold a total of 30,142 shares of company stock valued at $7,360,528 over the last 90 days. Company insiders own 0.16% of the company’s stock.
Johnson & Johnson Trading Up 0.5%
Johnson & Johnson (NYSE:JNJ – Get Free Report) last released its quarterly earnings data on Saturday, January 31st. The company reported $2.46 EPS for the quarter. The company had revenue of $24.28 billion during the quarter. Johnson & Johnson had a net margin of 28.46% and a return on equity of 33.04%. On average, equities analysts forecast that Johnson & Johnson will post 10.58 EPS for the current fiscal year.
Johnson & Johnson Dividend Announcement
The company also recently declared a quarterly dividend, which was paid on Tuesday, March 10th. Stockholders of record on Tuesday, February 24th were given a dividend of $1.30 per share. This represents a $5.20 dividend on an annualized basis and a dividend yield of 2.2%. The ex-dividend date was Tuesday, February 24th. Johnson & Johnson’s payout ratio is 47.06%.
Analyst Upgrades and Downgrades
Several research firms have commented on JNJ. Argus upped their price objective on shares of Johnson & Johnson from $210.00 to $240.00 in a report on Friday, January 23rd. Scotiabank reissued an “outperform” rating on shares of Johnson & Johnson in a research report on Thursday, January 22nd. JPMorgan Chase & Co. raised their price objective on shares of Johnson & Johnson from $225.00 to $250.00 and gave the stock a “neutral” rating in a report on Thursday, March 5th. Guggenheim lifted their price objective on shares of Johnson & Johnson from $227.00 to $240.00 and gave the company a “buy” rating in a research note on Friday, January 23rd. Finally, Weiss Ratings reissued a “buy (b)” rating on shares of Johnson & Johnson in a report on Wednesday, January 28th. One investment analyst has rated the stock with a Strong Buy rating, seventeen have given a Buy rating and nine have assigned a Hold rating to the company. Based on data from MarketBeat.com, Johnson & Johnson presently has an average rating of “Moderate Buy” and an average target price of $236.91.
View Our Latest Research Report on JNJ
Key Headlines Impacting Johnson & Johnson
Here are the key news stories impacting Johnson & Johnson this week:
- Positive Sentiment: EMA/CHMP approved a Type II label variation allowing DARZALEX (daratumumab) subcutaneous injections to be administered by patients or trained caregivers (from dose five), covering all approved multiple myeloma indications — this is the first oncology injectable in Europe cleared for self/caregiver administration and should boost convenience, adherence and market penetration for a high‑margin oncology drug. Johnson & Johnson’s DARZALEX becomes first oncology injectable approved for administration by patients or caregivers J&J’s Darzalex nets first self-administered cancer injectable approval
- Positive Sentiment: Technical setup shows a bull‑flag breakout attempt supported by key moving averages, signaling improving demand and potential upside toward higher Fibonacci extension targets — technical momentum can attract short‑term buyers and algorithmic flows. Johnson & Johnson (JNJ) Price Forecast: Bull Flag Signals Strength
- Positive Sentiment: Analyst sentiment is improving: several Street price targets and fair‑value estimates have moved higher (some in the $250–$280 range) and Erste slightly raised FY2027 EPS assumptions — supportive for medium‑term price momentum and analyst‑led flows. How The Story Is Shifting For Johnson & Johnson (JNJ) As Analyst Targets Rise A Q2 2026 Playbook for Navigating Market Uncertainty (JNJ)
- Neutral Sentiment: J&J’s pipeline and oncology positioning continue to be highlighted by analysts and sector pieces — longer‑term growth upside exists from new launches and immuno‑oncology trends, but timing and commercial ramp remain uncertain. J&J’s Pipeline Surge Sets Up Stronger Growth From New Drugs in 2026
- Neutral Sentiment: Court/legal update: a large punitive damages award (~$950M) was overturned while a separate $16M talc verdict stands — this reduces headline legal overhang but some liabilities remain, so legal risk is diminished but not fully eliminated. Punitive damages award worth $950 million overturned against Johnson & Johnson (JNJ), $16M talc verdict stands
- Negative Sentiment: Near‑term revenue/earnings risks: analysts flag biosimilar pressure and loss‑of‑exclusivity for Stelara, and Street models foresee a possible single‑digit EPS decline in the upcoming quarter — these headwinds could limit upside until new drugs scale. Can New Drugs Drive J&J’s Innovative Medicine Despite Stelara LOE? What You Need To Know Ahead of Johnson & Johnson’s Earnings Release
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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