Johnson & Johnson $JNJ Shares Sold by Miller Howard Investments Inc. NY

Miller Howard Investments Inc. NY trimmed its holdings in shares of Johnson & Johnson (NYSE:JNJ) by 1.3% in the fourth quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 512,294 shares of the company’s stock after selling 6,922 shares during the period. Johnson & Johnson comprises 3.2% of Miller Howard Investments Inc. NY’s holdings, making the stock its 2nd largest position. Miller Howard Investments Inc. NY’s holdings in Johnson & Johnson were worth $106,019,000 as of its most recent SEC filing.

Other large investors also recently modified their holdings of the company. Beacon Bridge Wealth Partners LLC lifted its stake in Johnson & Johnson by 8.6% in the 4th quarter. Beacon Bridge Wealth Partners LLC now owns 1,605 shares of the company’s stock valued at $332,000 after purchasing an additional 127 shares during the last quarter. Earned Wealth Advisors LLC lifted its stake in Johnson & Johnson by 96.0% in the 4th quarter. Earned Wealth Advisors LLC now owns 9,224 shares of the company’s stock valued at $1,909,000 after purchasing an additional 4,517 shares during the last quarter. Berkshire Money Management Inc. acquired a new stake in Johnson & Johnson in the 4th quarter valued at about $339,000. BigSur Wealth Management LLC lifted its stake in Johnson & Johnson by 1.4% in the 4th quarter. BigSur Wealth Management LLC now owns 5,608 shares of the company’s stock valued at $1,161,000 after purchasing an additional 76 shares during the last quarter. Finally, Financial Management Professionals Inc. lifted its stake in Johnson & Johnson by 95.2% in the 4th quarter. Financial Management Professionals Inc. now owns 2,702 shares of the company’s stock valued at $559,000 after purchasing an additional 1,318 shares during the last quarter. 69.55% of the stock is currently owned by institutional investors and hedge funds.

More Johnson & Johnson News

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

• Positive Sentiment: Long‑term Phase 3 and open‑label extension data for IMAAVY (nipocalimab) showed sustained disease control and safety through ~120 weeks in generalized myasthenia gravis; J&J also started the first industry head‑to‑head FcRn study — these clinical wins strengthen JNJ’s immunology franchise and future revenue potential. IMAAVY press release
• Positive Sentiment: New AI and EP (electrophysiology) product updates — including the CARTOSOUND SONATA AI module and expanded VARIPULSE data — add visible growth optionality in cardiac devices and services, helping justify premium valuation for the MedTech segment. AI Cardiac Tools article
• Positive Sentiment: Strategic commercial collaboration with Viz.ai to deploy AI subdural hemorrhage detection across U.S. hospitals broadens J&J’s neurovascular offering and supports recurring software/solution revenue opportunities. Viz.ai collaboration
• Positive Sentiment: CE Mark approval for the new ETHICON 4000 surgical stapler is a commercial milestone that supports device sales growth in Europe and enhances the surgical portfolio’s near‑term revenue trajectory. ETHICON 4000 CE Mark
• Positive Sentiment: Technical and sentiment catalysts: Seeking Alpha notes JNJ snapped a six‑session losing streak, and high‑profile endorsements / analyst attention (including Jim Cramer buys and a Guggenheim mention) are drawing retail and institutional interest. Seeking Alpha: snap losses Jim Cramer mention Guggenheim analyst note
• Neutral Sentiment: Coverage pieces highlight JNJ as a defensive/dividend and counter‑cyclical pick, which can attract income‑oriented buyers but is a longer‑term narrative rather than an immediate catalyst. Dividend stocks article Counter cyclical article

Analyst Upgrades and Downgrades

Several equities research analysts recently issued reports on JNJ shares. TD Cowen started coverage on shares of Johnson & Johnson in a research note on Wednesday, April 8th. They issued a “buy” rating and a $250.00 target price for the company. Wells Fargo & Company raised their target price on shares of Johnson & Johnson from $240.00 to $263.00 and gave the company an “overweight” rating in a research note on Wednesday, April 15th. Weiss Ratings reiterated a “buy (b)” rating on shares of Johnson & Johnson in a research note on Wednesday, January 28th. UBS Group reiterated a “buy” rating on shares of Johnson & Johnson in a research note on Monday, January 5th. Finally, HSBC raised their price objective on shares of Johnson & Johnson from $265.00 to $280.00 and gave the stock a “buy” rating in a research report on Tuesday, March 17th. Eighteen research analysts have rated the stock with a Buy rating and nine have assigned a Hold rating to the company. According to data from MarketBeat.com, the company presently has an average rating of “Moderate Buy” and a consensus target price of $252.48.

Johnson & Johnson Stock Up 2.0%

Shares of JNJ opened at $230.67 on Friday. Johnson & Johnson has a 12 month low of $146.12 and a 12 month high of $251.71. The firm’s 50 day moving average is $240.50 and its 200-day moving average is $218.19. The stock has a market capitalization of $555.60 billion, a PE ratio of 26.67, a P/E/G ratio of 2.21 and a beta of 0.34. The company has a current ratio of 1.03, a quick ratio of 0.77 and a debt-to-equity ratio of 0.48.

Johnson & Johnson (NYSE:JNJ) last announced its earnings results on Tuesday, April 14th. The company reported $2.70 EPS 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 period last year, the firm earned $2.77 earnings per share. The business’s revenue for the quarter was up 9.9% on a year-over-year basis. Johnson & Johnson has set its FY 2026 guidance at 11.450-11.650 EPS. Equities research analysts forecast that Johnson & Johnson will post 11.57 EPS for the current year.

Johnson & Johnson Increases Dividend

The firm also recently announced 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. This is a boost from Johnson & Johnson’s previous quarterly dividend of $1.30. This represents a $5.36 annualized dividend and a dividend yield of 2.3%. The ex-dividend date of this dividend is Tuesday, May 26th. Johnson & Johnson’s payout ratio is 60.12%.

Insider Activity at Johnson & Johnson

In other news, EVP Timothy Schmid sold 22,623 shares of the firm’s stock in a transaction that occurred on Wednesday, February 18th. The shares were sold at an average price of $244.33, for a total transaction of $5,527,477.59. Following the transaction, the executive vice president directly 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 ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through this hyperlink. Also, 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 transaction of $1,508,287.83. Following the transaction, the executive vice president directly owned 23,003 shares in the company, valued at $5,598,700.17. This represents a 21.22% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders have sold 30,142 shares of company stock worth $7,360,528 over the last ninety days. 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.