Third View Private Wealth LLC Takes $3.50 Million Position in Johnson & Johnson $JNJ

Third View Private Wealth LLC purchased a new stake in shares of Johnson & Johnson (NYSE:JNJ) during the 4th quarter, Holdings Channel reports. The fund purchased 16,911 shares of the company’s stock, valued at approximately $3,500,000.

Several other large investors have also made changes to their positions in JNJ. Abich Financial Wealth Management LLC acquired a new position in shares of Johnson & Johnson during the third quarter valued at $26,000. Clayton Financial Group LLC acquired a new position in shares of Johnson & Johnson during the third quarter valued at $28,000. Semmax Financial Advisors Inc. lifted its stake in shares of Johnson & Johnson by 55.0% during the second quarter. Semmax Financial Advisors Inc. now owns 203 shares of the company’s stock valued at $31,000 after acquiring an additional 72 shares during the period. Stone House Investment Management LLC lifted its stake in shares of Johnson & Johnson by 58.9% during the fourth quarter. Stone House Investment Management LLC now owns 197 shares of the company’s stock valued at $41,000 after acquiring an additional 73 shares during the period. Finally, Turning Point Benefit Group Inc. acquired a new position in shares of Johnson & Johnson during the third quarter valued at $41,000. Institutional investors and hedge funds own 69.55% of the company’s stock.

Johnson & Johnson Stock Down 1.7%

Shares of Johnson & Johnson stock opened at $234.57 on Friday. Johnson & Johnson has a 1 year low of $146.12 and a 1 year high of $251.71. The business has a 50-day moving average of $241.60 and a two-hundred day moving average of $216.66. The company has a market capitalization of $564.99 billion, a P/E ratio of 27.12, a price-to-earnings-growth ratio of 2.38 and a beta of 0.34. The company has a debt-to-equity ratio of 0.48, a current ratio of 1.03 and a quick ratio of 0.77.

Johnson & Johnson (NYSE:JNJ) last announced its quarterly earnings results on Tuesday, April 14th. The company reported $2.70 earnings per share (EPS) for the quarter, topping the consensus estimate of $2.68 by $0.02. Johnson & Johnson had a return on equity of 32.75% and a net margin of 21.83%.The company had revenue of $24.06 billion during the quarter, compared to the consensus estimate of $23.60 billion. During the same period in the prior year, the company earned $2.77 earnings per share. The company’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. As a group, equities analysts predict that Johnson & Johnson will post 10.58 EPS for the current year.

Johnson & Johnson Increases Dividend

The firm also recently declared a quarterly dividend, which will be paid on Tuesday, June 9th. Shareholders of record on Tuesday, May 26th will be issued a $1.34 dividend. This represents a $5.36 annualized dividend and a dividend yield of 2.3%. This is an increase from Johnson & Johnson’s previous quarterly dividend of $1.30. The ex-dividend date is Tuesday, May 26th. Johnson & Johnson’s dividend payout ratio is currently 60.12%.

Wall Street Analysts Forecast Growth

A number of equities research analysts recently commented on the company. TD Cowen assumed coverage on Johnson & Johnson in a report on Wednesday, April 8th. They issued a “buy” rating and a $250.00 price objective for the company. Wall Street Zen downgraded Johnson & Johnson from a “buy” rating to a “hold” rating in a report on Saturday, February 14th. UBS Group reiterated a “buy” rating on shares of Johnson & Johnson in a report on Monday, January 5th. Loop Capital set a $220.00 price objective on Johnson & Johnson in a report on Tuesday, January 27th. Finally, Rothschild & Co Redburn upped their price objective on Johnson & Johnson from $180.00 to $210.00 and gave the company a “neutral” rating in a report on Thursday, February 19th. One analyst has rated the stock with a Strong Buy rating, eighteen have issued a Buy rating and nine have issued a Hold rating to the stock. According to data from MarketBeat, the stock currently has a consensus rating of “Moderate Buy” and a consensus price target of $251.52.

More Johnson & Johnson News

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

• Positive Sentiment: Q1 beat and raised 2026 outlook — J&J reported stronger-than-expected Q1 results with roughly 10% revenue growth and raised full-year guidance, a core reason bulls point to for further upside. Johnson & Johnson Raises 2026 Outlook As Sales Jump Nearly 10%
• Positive Sentiment: Analysts turn more bullish / lift price targets — Multiple firms have raised price targets or reiterated buy ratings (Goldman Sachs, Morgan Stanley, Argus, Wells Fargo, Raymond James and others), supporting near-term upside expectations. Goldman Sachs Reaffirms Their Buy Rating on Johnson & Johnson (JNJ)
• Positive Sentiment: Dividend and income appeal — Coverage pieces highlight J&J’s Dividend King status and growing momentum after its streamlining, keeping it attractive to income and total-return investors. This “Boring” Dividend King Is Quietly Turning Into a Growth Machine
• Neutral Sentiment: Asset sale: MeiraGTx acquires bota‑vec from J&J — J&J has divested interests in a gene‑therapy asset to MeiraGTx; this trims pipeline exposure but can free resources—mixed near-term impact. MeiraGTx Announces the Acquisition of Botaretigene Sparoparvovec
• Neutral Sentiment: Investor access / upcoming events — J&J will present at the Bank of America Healthcare Conference (May 12), a potential catalyst for new forward guidance or clarity on execution. Johnson & Johnson to Participate in the Bank of America 2026 Healthcare Conference
• Negative Sentiment: Biosimilar / Stelara headwinds and rising costs — Management flagged ongoing pressure from biosimilar competition (notably affecting Stelara) and some cost/inflation headwinds, which temper margin and growth visibility. J&J Targets Double-Digit Growth by 2030 Despite Stelara Drag

Insider Activity

In other Johnson & Johnson news, EVP Timothy Schmid sold 1,322 shares of the stock in a transaction dated Friday, February 20th. The stock was sold at an average price of $245.66, for a total value of $324,762.52. Following the completion of the sale, the executive vice president directly owned 25,447 shares in the company, valued at $6,251,310.02. This represents a 4.94% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available through the SEC website. Also, EVP Vanessa Broadhurst sold 6,197 shares of the stock in a transaction dated Tuesday, February 17th. The stock was sold at an average price of $243.39, for a total value of $1,508,287.83. Following the completion of the sale, the executive vice president owned 23,003 shares of the company’s stock, valued at $5,598,700.17. This trade represents a 21.22% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders sold 30,142 shares of company stock valued at $7,360,528 over the last 90 days. Corporate insiders own 0.16% of the company’s stock.

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.