&PARTNERS Acquires 100,418 Shares of Johnson & Johnson $JNJ

&PARTNERS raised its holdings in Johnson & Johnson (NYSE:JNJ) by 15.1% during the 4th quarter, Holdings Channel.com reports. The institutional investor owned 763,694 shares of the company’s stock after purchasing an additional 100,418 shares during the quarter. Johnson & Johnson accounts for about 0.8% of &PARTNERS’s holdings, making the stock its 18th biggest position. &PARTNERS’s holdings in Johnson & Johnson were worth $158,060,000 as of its most recent filing with the Securities & Exchange Commission.

Several other hedge funds and other institutional investors also recently made changes to their positions in JNJ. Fullerton Fund Management Co Ltd. boosted its stake in Johnson & Johnson by 27.3% in the 4th quarter. Fullerton Fund Management Co Ltd. now owns 1,454 shares of the company’s stock valued at $301,000 after purchasing an additional 312 shares during the period. Diker Management LLC boosted its holdings in Johnson & Johnson by 100.0% in the 4th quarter. Diker Management LLC now owns 2,300 shares of the company’s stock valued at $476,000 after purchasing an additional 1,150 shares during the period. National Bank of Canada FI grew its position in shares of Johnson & Johnson by 66.7% during the 4th quarter. National Bank of Canada FI now owns 1,863,268 shares of the company’s stock worth $385,585,000 after purchasing an additional 745,686 shares in the last quarter. Titan Wealth CI Ltd acquired a new position in shares of Johnson & Johnson during the 4th quarter worth approximately $661,000. Finally, Bank Hapoalim BM bought a new position in shares of Johnson & Johnson during the fourth quarter worth approximately $201,000. 69.55% of the stock is currently owned by institutional investors.

Analyst Ratings Changes

Several equities research analysts recently issued reports on JNJ shares. Citigroup boosted their price target on Johnson & Johnson from $274.00 to $285.00 and gave the company a “buy” rating in a research note on Tuesday, April 7th. The Goldman Sachs Group increased their target price on Johnson & Johnson from $265.00 to $275.00 and gave the stock a “buy” rating in a report on Wednesday, April 15th. Weiss Ratings downgraded Johnson & Johnson from a “buy (b)” rating to a “buy (b-)” rating in a research note on Monday. Rothschild & Co Redburn boosted their price target on Johnson & Johnson from $180.00 to $210.00 and gave the stock a “neutral” rating in a report on Thursday, February 19th. Finally, Leerink Partners raised Johnson & Johnson from a “market perform” rating to an “outperform” rating and set a $265.00 price objective for the company in a research note on Wednesday, May 13th. Twenty investment analysts have rated the stock with a Buy rating and seven have issued a Hold rating to the company’s stock. According to MarketBeat, the stock presently has a consensus rating of “Moderate Buy” and an average target price of $253.04.

Johnson & Johnson News Roundup

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

• Positive Sentiment: Johnson & Johnson announced a more than $1 billion investment to expand U.S. Vision manufacturing in Jacksonville, Florida, adding new packaging, distribution, and advanced manufacturing capacity. The move supports its long-term manufacturing push and could improve supply-chain resilience. Article Title
• Positive Sentiment: J&J’s rare-disease drug IMAAVY (nipocalimab) posted strong Phase 2/3 results in warm autoimmune hemolytic anemia and received FDA Priority Review, reinforcing the company’s pipeline growth story. Article Title
• Positive Sentiment: TipRanks highlighted Johnson & Johnson as one of three dividend aristocrats with a Strong Buy rating, which may support investor interest in the stock’s defensive income profile. Article Title
• Neutral Sentiment: Analyst commentary noted JNJ’s strong recent share performance and asked whether the stock still offers value after a big one-year run, suggesting valuation concerns may be tempering upside.
• Negative Sentiment: Wall Street reacted to late-stage TALVEY blood-cancer trial results, with the article framing the data as important for whether J&J can keep growing after losing a multibillion-dollar drug, making the readout a potential pressure point for the stock. Article Title

Insider Activity

In other news, EVP Kathryn E. Wengel sold 10,000 shares of the firm’s stock in a transaction that occurred on Thursday, June 11th. The shares were sold at an average price of $241.15, for a total transaction of $2,411,500.00. Following the completion of the sale, the executive vice president owned 114,288 shares of the company’s stock, valued at $27,560,551.20. This trade represents a 8.05% decrease in their position. The sale was disclosed in a filing with the SEC, which is available through this link. Insiders own 0.16% of the company’s stock.

Johnson & Johnson Trading Down 0.2%

Shares of JNJ stock opened at $235.29 on Wednesday. Johnson & Johnson has a 1-year low of $149.04 and a 1-year 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. The stock has a market cap of $566.40 billion, a price-to-earnings ratio of 27.20, a PEG ratio of 2.31 and a beta of 0.26. The stock has a 50-day moving average of $231.22 and a 200-day moving average of $227.75.

Johnson & Johnson (NYSE:JNJ) last released its 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 net margin of 21.83% and a return on equity of 32.60%. The business had revenue of $24.06 billion during the quarter, compared to the consensus estimate of $23.60 billion. During the same quarter in the prior year, the firm posted $2.77 EPS. The company’s revenue for the quarter was up 9.9% compared to the same quarter last year. Johnson & Johnson has set its FY 2026 guidance at 11.450-11.650 EPS. On average, equities research analysts forecast that Johnson & Johnson will post 11.57 earnings per share for the current year.

Johnson & Johnson Increases Dividend

The firm also recently announced a quarterly dividend, which was paid on Tuesday, June 9th. Investors of record on Tuesday, May 26th were paid a dividend of $1.34 per share. This is an increase from Johnson & Johnson’s previous quarterly dividend of $1.30. This represents a $5.36 annualized dividend and a yield of 2.3%. The ex-dividend date of this dividend was Tuesday, May 26th. 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.