Invariant Investment Management Purchases Shares of 2,867 Johnson & Johnson $JNJ

Invariant Investment Management acquired a new position in Johnson & Johnson (NYSE:JNJ) during the 4th quarter, Holdings Channel.com reports. The institutional investor acquired 2,867 shares of the company’s stock, valued at approximately $586,000.

A number of other large investors have also recently made changes to their positions in JNJ. Vista Investment Partners II LLC raised its stake in Johnson & Johnson by 1.2% during the 4th quarter. Vista Investment Partners II LLC now owns 3,811 shares of the company’s stock worth $789,000 after acquiring an additional 47 shares during the period. Campbell Deegan Wealth Management LLC increased its stake in shares of Johnson & Johnson by 1.6% in the fourth quarter. Campbell Deegan Wealth Management LLC now owns 2,990 shares of the company’s stock worth $619,000 after purchasing an additional 48 shares in the last quarter. Centennial Wealth Advisory LLC lifted its stake in shares of Johnson & Johnson by 2.2% during the 4th quarter. Centennial Wealth Advisory LLC now owns 2,284 shares of the company’s stock valued at $473,000 after buying an additional 49 shares in the last quarter. Gleason Group Inc. boosted its holdings in Johnson & Johnson by 0.8% in the 4th quarter. Gleason Group Inc. now owns 6,390 shares of the company’s stock worth $1,322,000 after buying an additional 50 shares during the period. Finally, Westbourne Investment Advisors Inc. increased its stake in Johnson & Johnson by 0.7% in the 4th quarter. Westbourne Investment Advisors Inc. now owns 7,033 shares of the company’s stock worth $1,455,000 after buying an additional 50 shares in the last quarter. 69.55% of the stock is owned by hedge funds and other institutional investors.

Johnson & Johnson Stock Down 0.1%

NYSE JNJ opened at $234.28 on Friday. The stock has a 50 day moving average price of $241.48 and a 200-day moving average price of $217.25. Johnson & Johnson has a one year low of $146.12 and a one year high of $251.71. The company has a debt-to-equity ratio of 0.48, a quick ratio of 0.77 and a current ratio of 1.03. The company has a market capitalization of $564.29 billion, a P/E ratio of 27.08, a P/E/G ratio of 2.32 and a beta of 0.34.

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

Johnson & Johnson Increases Dividend

The firm also recently declared a quarterly dividend, which will be paid on Tuesday, June 9th. Investors of record on Tuesday, May 26th will be issued a $1.34 dividend. This represents a $5.36 dividend on an annualized basis and a dividend yield of 2.3%. The ex-dividend date of this dividend is Tuesday, May 26th. This is a positive change from Johnson & Johnson’s previous quarterly dividend of $1.30. Johnson & Johnson’s payout ratio is 61.97%.

Insider Activity

In other news, EVP Vanessa Broadhurst sold 6,197 shares of the firm’s stock in a transaction that occurred on 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 directly owned 23,003 shares of the company’s stock, valued at $5,598,700.17. This trade represents a 21.22% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available at this link. Also, EVP Timothy Schmid sold 22,623 shares of Johnson & Johnson stock in a transaction that occurred 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 transaction, the executive vice president owned 26,769 shares of the company’s stock, valued at approximately $6,540,469.77. This trade represents a 45.80% decrease in their position. The SEC filing for this sale provides additional information. In the last quarter, insiders sold 30,142 shares of company stock valued at $7,360,528. 0.16% of the stock is currently owned by company insiders.

Analyst Upgrades and Downgrades

Several brokerages have recently commented on JNJ. Citigroup boosted their price objective on Johnson & Johnson from $274.00 to $285.00 and gave the company a “buy” rating in a research report on Tuesday, April 7th. Stifel Nicolaus lifted their target price on Johnson & Johnson from $220.00 to $250.00 and gave the company a “hold” rating in a research note on Wednesday. UBS Group restated a “buy” rating on shares of Johnson & Johnson in a research note on Monday, January 5th. The Goldman Sachs Group increased their price objective on shares of Johnson & Johnson from $265.00 to $275.00 and gave the company a “buy” rating in a report on Wednesday. Finally, Morgan Stanley set a $283.00 target price on shares of Johnson & Johnson in a report on Wednesday. One equities research analyst has rated the stock with a Strong Buy rating, eighteen have given a Buy rating and nine have given a Hold rating to the company’s stock. Based on data from MarketBeat, the company presently has a consensus rating of “Moderate Buy” and an average target price of $251.52.

Johnson & Johnson News Summary

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

• Positive Sentiment: Barclays raised its price target to $255, citing continued pharma momentum (analyst Matt Miksic noted strong drug performance supporting upside). Barclays Raises J&J Price Target
• Positive Sentiment: Argus bumped its price target to $275 and kept a buy rating — a bullish signal that implies double‑digit upside from current levels. Argus Raises PT to $275
• Positive Sentiment: Daiwa raised its target and maintains an outperform stance, adding to the cluster of upward revisions from sell‑side shops. Daiwa Raises PT
• Positive Sentiment: Goldman Sachs and Morgan Stanley have reaffirmed buy ratings, reinforcing institutional confidence in J&J’s medium‑term growth story. Goldman Reaffirms Buy Morgan Stanley Reaffirms Buy
• Neutral Sentiment: J&J completed a transaction selling the bota‑vec asset to MeiraGTx — a portfolio pruning move that reduces R&D load but has limited near‑term earnings impact. MeiraGTx Acquires bota‑vec
• Neutral Sentiment: Multiple features highlight J&J’s dividend strength and long dividend streak, keeping income‑oriented investors engaged even as growth narratives evolve. Dividend King Coverage
• Neutral Sentiment: Roundups in The Globe and Mail note conflicting analyst views across healthcare names, underscoring mixed sell‑side positioning rather than a consensus shift. Analyst Sentiment Roundup
• Negative Sentiment: A Seeking Alpha piece lays out a bearish case, warning of valuation and operational risks that could pressure the stock if growth disappoints. Why I See Downside Ahead
• Negative Sentiment: Recent coverage revisiting J&J’s litigation headlines keeps legal overhang on the tape; this remains a key downside risk investors watch. Reassess After Litigation Headlines

Johnson & Johnson 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.