Impact Partnership Wealth LLC increased its position in Johnson & Johnson (NYSE:JNJ – Free Report) by 183.6% in the fourth quarter, according to its most recent 13F filing with the SEC. The firm owned 4,493 shares of the company’s stock after purchasing an additional 2,909 shares during the period. Impact Partnership Wealth LLC’s holdings in Johnson & Johnson were worth $930,000 at the end of the most recent reporting period.
Other hedge funds and other institutional investors have also recently added to or reduced their stakes in the company. Blueline Advisors LLC purchased a new stake in Johnson & Johnson in the 4th quarter worth approximately $25,000. Cresta Advisors Ltd. purchased a new stake in Johnson & Johnson in the 4th quarter worth approximately $26,000. Abich Financial Wealth Management LLC purchased a new stake in Johnson & Johnson in the 3rd quarter worth approximately $26,000. DecisionPoint Financial LLC lifted its position in Johnson & Johnson by 104.2% in the 4th quarter. DecisionPoint Financial LLC now owns 147 shares of the company’s stock worth $30,000 after buying an additional 75 shares in the last quarter. Finally, Bay Harbor Wealth Management LLC lifted its position in Johnson & Johnson by 49.0% in the 4th quarter. Bay Harbor Wealth Management LLC now owns 149 shares of the company’s stock worth $31,000 after buying an additional 49 shares in the last quarter. Institutional investors and hedge funds own 69.55% of the company’s stock.
Analyst Upgrades and Downgrades
JNJ has been the subject of a number of research analyst reports. JPMorgan Chase & Co. increased their target price on shares of Johnson & Johnson from $250.00 to $260.00 and gave the stock a “neutral” rating in a research report on Wednesday, April 15th. Leerink Partners upgraded shares of Johnson & Johnson from a “market perform” rating to an “outperform” rating and set a $265.00 target price for the company in a research report on Wednesday, May 13th. Citigroup increased their target price on shares of Johnson & Johnson from $274.00 to $285.00 and gave the stock a “buy” rating in a research report on Tuesday, April 7th. Stifel Nicolaus increased their target price on shares of Johnson & Johnson from $220.00 to $250.00 and gave the stock a “hold” rating in a research report on Wednesday, April 15th. Finally, Johnson Rice upgraded shares of Johnson & Johnson from a “hold” rating to an “outperform” rating in a research report on Wednesday, May 13th. Twenty analysts have rated the stock with a Buy rating and seven have issued a Hold rating to the stock. According to data from MarketBeat.com, the stock presently has a consensus rating of “Moderate Buy” and a consensus target price of $253.04.
Key Headlines Impacting Johnson & Johnson
Here are the key news stories impacting Johnson & Johnson this week:
- Positive Sentiment: Johnson & Johnson reported updated Phase 1/1b data showing RYBREVANT plus LAZCLUZE delivered prolonged clinical benefit in atypical EGFR-mutated non-small cell lung cancer, with median overall survival nearing 3.5 years. This strengthens the case for the company’s lung cancer pipeline. Article Title
- Positive Sentiment: New Phase 3 MajesTEC-9 data showed TECVAYLI improved progression-free and overall survival versus standard of care in relapsed multiple myeloma, reinforcing Johnson & Johnson’s momentum in blood-cancer treatments and expanding confidence in the drug’s earlier-line use. Article Title
- Positive Sentiment: The FDA approved a label expansion for TREMFYA in psoriatic arthritis, adding evidence that it can help stop structural joint damage. That makes TREMFYA more differentiated in a large immunology market and may support future sales growth. Article Title
- Neutral Sentiment: Several analyst and market commentary pieces noted that JNJ has outperformed the Dow and that Wall Street sentiment remains moderately optimistic, but these were mostly retrospective and did not add new fundamental catalysts. Article Title
- Neutral Sentiment: Johnson & Johnson also announced it will host its second-quarter earnings conference call on July 15, which is routine corporate communication rather than a price-moving event on its own. Article Title
- Negative Sentiment: Broader commentary highlighted that J&J still faces exposure from patent-loss pressure on older products, even though oncology growth and MedTech demand are helping offset it. This remains an overhang on the stock’s longer-term earnings mix. Article Title
Johnson & Johnson Stock Down 2.4%
Johnson & Johnson stock opened at $225.16 on Friday. The company has a market capitalization of $542.01 billion, a P/E ratio of 26.03, a P/E/G ratio of 2.26 and a beta of 0.27. The firm’s fifty day simple moving average is $233.02 and its 200-day simple moving average is $224.82. The company has a current ratio of 1.03, a quick ratio of 0.77 and a debt-to-equity ratio of 0.46. Johnson & Johnson has a 1-year low of $149.04 and a 1-year high of $251.71.
Johnson & Johnson (NYSE:JNJ – Get Free Report) last released its quarterly earnings results on Tuesday, April 14th. The company reported $2.70 earnings per share for the quarter, beating analysts’ consensus estimates of $2.68 by $0.02. The business had revenue of $24.06 billion for the quarter, compared to the consensus estimate of $23.60 billion. Johnson & Johnson had a net margin of 21.83% and a return on equity of 32.60%. Johnson & Johnson’s revenue for the quarter was up 9.9% on a year-over-year basis. During the same quarter last year, the firm earned $2.77 EPS. Johnson & Johnson has set its FY 2026 guidance at 11.450-11.650 EPS. Sell-side analysts forecast that Johnson & Johnson will post 11.57 earnings per share 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. Stockholders of record on Tuesday, May 26th will be issued a dividend of $1.34 per share. The ex-dividend date is Tuesday, May 26th. This represents a $5.36 dividend on an annualized basis and a dividend yield of 2.4%. This is an increase from Johnson & Johnson’s previous quarterly dividend of $1.30. Johnson & Johnson’s payout ratio is 61.97%.
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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