Contravisory Investment Management Inc. Acquires 4,329 Shares of Johnson & Johnson $JNJ

Contravisory Investment Management Inc. boosted its holdings in Johnson & Johnson (NYSE:JNJ) by 5,279.3% in the 4th quarter, HoldingsChannel reports. The firm owned 4,411 shares of the company’s stock after purchasing an additional 4,329 shares during the quarter. Contravisory Investment Management Inc.’s holdings in Johnson & Johnson were worth $913,000 at the end of the most recent reporting period.

Other institutional investors have also added to or reduced their stakes in the company. Brighton Jones LLC grew its position in shares of Johnson & Johnson by 13.9% during the fourth quarter. Brighton Jones LLC now owns 51,876 shares of the company’s stock valued at $7,502,000 after purchasing an additional 6,332 shares in the last quarter. United Bank boosted its stake in Johnson & Johnson by 110.7% during the first quarter. United Bank now owns 9,279 shares of the company’s stock valued at $1,539,000 after buying an additional 4,876 shares during the last quarter. Sivia Capital Partners LLC increased its stake in Johnson & Johnson by 13.4% in the 2nd quarter. Sivia Capital Partners LLC now owns 5,863 shares of the company’s stock worth $896,000 after acquiring an additional 692 shares during the last quarter. Wealth Group Ltd. raised its holdings in shares of Johnson & Johnson by 12.8% during the 2nd quarter. Wealth Group Ltd. now owns 1,482 shares of the company’s stock worth $226,000 after acquiring an additional 168 shares in the last quarter. Finally, Schnieders Capital Management LLC. boosted its position in shares of Johnson & Johnson by 9.8% during the 2nd quarter. Schnieders Capital Management LLC. now owns 73,680 shares of the company’s stock valued at $11,255,000 after acquiring an additional 6,584 shares during the last quarter. 69.55% of the stock is owned by hedge funds and other institutional investors.

Insider Activity

In other Johnson & Johnson news, EVP Vanessa Broadhurst sold 6,197 shares of the business’s stock in a transaction dated Tuesday, February 17th. The shares were 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. The trade was a 21.22% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available at this hyperlink. Also, EVP Timothy Schmid sold 1,322 shares of the firm’s stock in a transaction that occurred on Friday, February 20th. The stock was sold at an average price of $245.66, for a total transaction of $324,762.52. Following the transaction, the executive vice president directly owned 25,447 shares in the company, valued at approximately $6,251,310.02. This trade represents a 4.94% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Over the last three months, insiders sold 30,142 shares of company stock valued at $7,360,528. 0.16% of the stock is owned by corporate insiders.

Analyst Ratings Changes

JNJ has been the topic of a number of recent research reports. Royal Bank Of Canada upped their price target on shares of Johnson & Johnson from $240.00 to $255.00 and gave the company an “outperform” rating in a research note on Tuesday, February 3rd. BMO Capital Markets restated an “outperform” rating on shares of Johnson & Johnson in a research report on Thursday, December 11th. Wells Fargo & Company lifted their price target on Johnson & Johnson from $230.00 to $240.00 and gave the stock an “overweight” rating in a research report on Thursday, January 22nd. Daiwa Securities Group boosted their price objective on Johnson & Johnson from $203.00 to $237.00 and gave the stock an “outperform” rating in a research note on Thursday, January 29th. Finally, Wolfe Research upped their price objective on Johnson & Johnson from $225.00 to $240.00 and gave the company an “outperform” rating in a research report on Monday, January 5th. One research analyst has rated the stock with a Strong Buy rating, seventeen have given a Buy rating and nine have given a Hold rating to the company. According to MarketBeat.com, the company presently has an average rating of “Moderate Buy” and an average price target of $236.91.

Johnson & Johnson News Roundup

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

• Positive Sentiment: MarketBeat highlights JNJ as a defensive growth pick after the Kenvue spin‑off, noting durable revenue growth, medtech/robotics upside and Dividend King status — a reason income‑oriented investors may keep buying. A Q2 2026 Playbook for Navigating Market Uncertainty (JNJ)
• Positive Sentiment: Wolfe Research added JNJ to a favorites list and the company was noted among Dividend Kings/Aristocrats — institutional endorsement that can support demand for the stock. Johnson & Johnson (JNJ) Gains Spot on Wolfe Favorites amid Growth Outlook
• Positive Sentiment: Analyst coverage: Erste Group nudged up its FY2027 EPS forecast for JNJ (small raise to $12.54), signaling incremental confidence in the company’s earnings trajectory after recent product approvals and commercialization progress.
• Positive Sentiment: Zacks notes a surge in J&J’s pipeline and 2025 approvals that set up stronger growth from new drugs in 2026 — a material upside driver if approvals translate into accelerating top‑line contribution. J&J’s Pipeline Surge Sets Up Stronger Growth From New Drugs in 2026
• Positive Sentiment: Investor commentary (Seeking Alpha) reiterates JNJ’s place in conservative dividend‑growth portfolios — supporting steady, long‑term demand from income investors. Johnson & Johnson: Deserves A Place In Conservative Dividend Growth Portfolios
• Neutral Sentiment: Preparation for Q1 results: a Barchart preview notes analysts expect a single‑digit EPS decline next quarter — this sets modest downside risk to near‑term sentiment but is already priced in to some extent. What You Need To Know Ahead of Johnson & Johnson’s Earnings Release
• Neutral Sentiment: Valuation check: recent strong 12‑month returns have drawn attention; some analysts view the stock as having outperformed, so volatility around re‑ratings is possible. Assessing Johnson & Johnson (JNJ) Valuation After Recent Gains And Kenvue Spin Off
• Negative Sentiment: Legal and perception risks persist: while a punitive damages award (~$950M) was overturned, a $16M talc verdict remains and some outlets label JNJ overvalued — ongoing litigation headlines and valuation criticism can pressure the stock. Punitive Damages Award Worth $950 Million Overturned Against Johnson & Johnson (JNJ), $16M Talc Verdict Stands

Johnson & Johnson Price Performance

JNJ opened at $239.30 on Friday. The business has a fifty day moving average of $236.97 and a 200 day moving average of $210.03. The stock has a market cap of $576.39 billion, a P/E ratio of 21.66, a PEG ratio of 2.37 and a beta of 0.34. The company has a quick ratio of 0.77, a current ratio of 1.03 and a debt-to-equity ratio of 0.48. Johnson & Johnson has a 52-week low of $141.50 and a 52-week high of $251.71.

Johnson & Johnson (NYSE:JNJ) last released its earnings results on Saturday, January 31st. The company reported $2.46 earnings per share for the quarter. The business had revenue of $24.28 billion during the quarter. Johnson & Johnson had a return on equity of 33.04% and a net margin of 28.46%. As a group, sell-side analysts anticipate that Johnson & Johnson will post 10.58 EPS for the current year.

Johnson & Johnson Dividend Announcement

The business also recently disclosed a quarterly dividend, which was paid on Tuesday, March 10th. Investors of record on Tuesday, February 24th were issued a dividend of $1.30 per share. The ex-dividend date was Tuesday, February 24th. This represents a $5.20 dividend on an annualized basis and a yield of 2.2%. Johnson & Johnson’s dividend payout ratio (DPR) is presently 47.06%.

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.