Roundview Capital LLC grew its stake in Johnson & Johnson (NYSE:JNJ – Free Report) by 3.4% in the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor owned 69,443 shares of the company’s stock after purchasing an additional 2,278 shares during the period. Johnson & Johnson makes up about 0.9% of Roundview Capital LLC’s holdings, making the stock its 24th largest holding. Roundview Capital LLC’s holdings in Johnson & Johnson were worth $14,371,000 as of its most recent filing with the Securities and Exchange Commission (SEC).
Other hedge funds and other institutional investors have also recently made changes to their positions in the company. Cresta Advisors Ltd. acquired a new position in Johnson & Johnson during the fourth quarter worth $26,000. Abich Financial Wealth Management LLC acquired a new position in Johnson & Johnson during the third quarter worth $26,000. DecisionPoint Financial LLC boosted its stake in Johnson & Johnson by 104.2% during the fourth quarter. DecisionPoint Financial LLC now owns 147 shares of the company’s stock worth $30,000 after buying an additional 75 shares during the last quarter. Bay Harbor Wealth Management LLC boosted its stake in Johnson & Johnson by 49.0% during the fourth quarter. Bay Harbor Wealth Management LLC now owns 149 shares of the company’s stock worth $31,000 after buying an additional 49 shares during the last quarter. Finally, Family CFO Inc acquired a new position in Johnson & Johnson during the fourth quarter worth $31,000. Institutional investors and hedge funds own 69.55% of the company’s stock.
Wall Street Analyst Weigh In
Several research firms recently issued reports on JNJ. Loop Capital set a $220.00 price objective on shares of Johnson & Johnson in a research report on Tuesday, January 27th. Rothschild & Co Redburn raised their price objective on shares of Johnson & Johnson from $180.00 to $210.00 and gave the stock a “neutral” rating in a research report on Thursday, February 19th. Weiss Ratings lowered Johnson & Johnson from a “buy (b+)” rating to a “buy (b)” rating in a research report on Friday, April 24th. Barclays increased their price objective on Johnson & Johnson from $234.00 to $255.00 and gave the stock an “equal weight” rating in a research report on Wednesday, April 15th. Finally, Daiwa Securities Group increased their price objective on Johnson & Johnson from $237.00 to $246.00 and gave the stock an “outperform” rating in a research report on Thursday, April 16th. Twenty analysts have rated the stock with a Buy rating and seven have assigned a Hold rating to the company. According to data from MarketBeat.com, the company has an average rating of “Moderate Buy” and a consensus target price of $253.04.
Trending Headlines about Johnson & Johnson
Here are the key news stories impacting Johnson & Johnson this week:
- Positive Sentiment: J&J’s DePuy Synthes unit announced an exclusive distribution agreement for the NOVOSIS bone graft substitute in the U.S., Canada and Australia, expanding its orthopedic portfolio and supporting MedTech growth. DePuy Synthes secures exclusive NOVOSIS bone graft distribution partnership (JNJ)
- Positive Sentiment: Multiple bullish articles highlighted J&J as a large-cap pharma stock to own as the industry shows signs of recovery, reinforcing investor confidence in its diversified pharma and MedTech mix. 4 Large-Cap Pharma Stocks to Buy as Industry Recovery Accelerates
- Positive Sentiment: Coverage also pointed to J&J’s strong dividend profile and “Dividend King” status, with the company’s long record of dividend growth supporting its appeal to income investors. Why Johnson & Johnson Might Be the Smartest Dividend King to Buy in Today’s Market
- Neutral Sentiment: Market commentary noted healthcare stocks were a drag on the broader market, which can weigh on J&J even when company-specific news is constructive. Dow Gives Back Early Gains. Healthcare Stocks Are a Drag.
- Negative Sentiment: Fresh talc-litigation headlines remain a key overhang, including a Minnesota jury’s $10.2 million mesothelioma verdict tied to asbestos-contaminated cosmetic talc products. Assessing Johnson & Johnson (JNJ) Valuation After Guidance Raise Growth Initiatives And Talc Litigation Update
- Negative Sentiment: Broader concerns about potential drug-pricing pressure under President Trump could also limit pharma profit expectations, adding policy risk for J&J’s drug business. President Trump’s Drug Pricing Policies Could Hurt Drugmakers’ Profits. Time to Sell Pharma Stocks?
Johnson & Johnson Trading Down 1.7%
NYSE:JNJ opened at $230.37 on Wednesday. The firm has a market cap of $554.55 billion, a PE ratio of 26.63, a price-to-earnings-growth ratio of 2.29 and a beta of 0.27. The stock has a fifty day moving average price of $233.64 and a 200 day moving average price of $224.19. Johnson & Johnson has a 12-month low of $149.04 and a 12-month high of $251.71. 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 (NYSE:JNJ – Get Free Report) last posted 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. Johnson & Johnson had a return on equity of 32.60% and a net margin of 21.83%.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. 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. Sell-side analysts anticipate that Johnson & Johnson will post 11.57 earnings per share for the current fiscal year.
Johnson & Johnson Increases Dividend
The company also recently announced a quarterly dividend, which will be paid on Tuesday, June 9th. Stockholders of record on Tuesday, May 26th will be paid a $1.34 dividend. This is a boost from Johnson & Johnson’s previous quarterly dividend of $1.30. The ex-dividend date is Tuesday, May 26th. This represents a $5.36 annualized dividend and a dividend yield of 2.3%. Johnson & Johnson’s dividend payout ratio (DPR) is 60.12%.
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.
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