Johnson & Johnson $JNJ Shares Sold by Arvest Bank Trust Division

Arvest Bank Trust Division lowered its position in shares of Johnson & Johnson (NYSE:JNJ) by 3.8% in the fourth quarter, Holdings Channel.com reports. The fund owned 76,651 shares of the company’s stock after selling 3,018 shares during the quarter. Arvest Bank Trust Division’s holdings in Johnson & Johnson were worth $15,863,000 at the end of the most recent reporting period.

Other hedge funds and other institutional investors have also recently made changes to their positions in the company. Abich Financial Wealth Management LLC acquired a new stake in shares of Johnson & Johnson in the third quarter valued at approximately $26,000. Cresta Advisors Ltd. acquired a new stake in shares of Johnson & Johnson in the fourth quarter valued at approximately $26,000. DecisionPoint Financial LLC increased its holdings in shares of Johnson & Johnson by 104.2% in the fourth quarter. DecisionPoint Financial LLC now owns 147 shares of the company’s stock valued at $30,000 after purchasing an additional 75 shares during the last quarter. Family CFO Inc acquired a new stake in shares of Johnson & Johnson in the fourth quarter valued at approximately $31,000. Finally, Bay Harbor Wealth Management LLC increased its holdings in shares of Johnson & Johnson by 49.0% in the fourth quarter. Bay Harbor Wealth Management LLC now owns 149 shares of the company’s stock valued at $31,000 after purchasing an additional 49 shares during the last quarter. Institutional investors and hedge funds own 69.55% of the company’s stock.

Key Stories Impacting 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 Stock Down 1.7%

Johnson & Johnson stock opened at $230.37 on Wednesday. Johnson & Johnson has a 1-year low of $149.04 and a 1-year high of $251.71. The company has a debt-to-equity ratio of 0.46, a current ratio of 1.03 and a quick ratio of 0.77. The stock has a market cap of $554.55 billion, a PE ratio of 26.63, a P/E/G ratio of 2.29 and a beta of 0.27. The stock’s fifty day moving average is $233.64 and its two-hundred day moving average is $224.19.

Johnson & Johnson (NYSE:JNJ) 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. On average, sell-side analysts expect that Johnson & Johnson will post 11.57 EPS 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 given a dividend of $1.34 per share. This represents a $5.36 dividend on an annualized basis and a dividend yield of 2.3%. This is an increase from Johnson & Johnson’s previous quarterly dividend of $1.30. The ex-dividend date is Tuesday, May 26th. Johnson & Johnson’s payout ratio is presently 60.12%.

Analyst Upgrades and Downgrades

Several research analysts recently weighed in on JNJ shares. 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. Daiwa Securities Group raised their price target on Johnson & Johnson from $237.00 to $246.00 and gave the stock an “outperform” rating in a research report on Thursday, April 16th. The Goldman Sachs Group raised their price target on Johnson & Johnson from $265.00 to $275.00 and gave the stock a “buy” rating in a research report on Wednesday, April 15th. Citigroup raised their price target on Johnson & Johnson from $274.00 to $285.00 and gave the stock a “buy” rating in a research report on Tuesday, April 7th. Finally, Morgan Stanley set a $283.00 price target on Johnson & Johnson in a research report on Wednesday, April 15th. Twenty equities research analysts have rated the stock with a Buy rating and seven have issued a Hold rating to the company’s stock. Based on data from MarketBeat.com, Johnson & Johnson presently has an average rating of “Moderate Buy” and an average target price of $253.04.

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.