DGS Capital Management LLC Grows Holdings in Johnson & Johnson $JNJ

DGS Capital Management LLC increased its position in shares of Johnson & Johnson (NYSE:JNJ) by 56.0% during the fourth quarter, according to the company in its most recent Form 13F filing with the SEC. The fund owned 9,655 shares of the company’s stock after acquiring an additional 3,467 shares during the quarter. DGS Capital Management LLC’s holdings in Johnson & Johnson were worth $1,998,000 as of its most recent filing with the SEC.

Other hedge funds and other institutional investors also recently added to or reduced their stakes in the company. Norges Bank purchased a new stake in Johnson & Johnson in the fourth quarter valued at approximately $6,924,523,000. Capital World Investors acquired a new position in shares of Johnson & Johnson in the 4th quarter valued at $2,005,942,000. Vanguard Group Inc. grew its stake in shares of Johnson & Johnson by 1.6% during the 4th quarter. Vanguard Group Inc. now owns 240,349,660 shares of the company’s stock valued at $49,740,362,000 after buying an additional 3,731,074 shares during the period. Price T Rowe Associates Inc. MD increased its holdings in shares of Johnson & Johnson by 41.7% during the 4th quarter. Price T Rowe Associates Inc. MD now owns 12,423,886 shares of the company’s stock worth $2,571,124,000 after buying an additional 3,655,754 shares during the last quarter. Finally, Capital International Investors increased its holdings in shares of Johnson & Johnson by 93.3% during the 4th quarter. Capital International Investors now owns 7,471,031 shares of the company’s stock worth $1,546,130,000 after buying an additional 3,605,981 shares during the last quarter. Hedge funds and other institutional investors own 69.55% of the company’s stock.

Johnson & Johnson Stock Down 0.0%

NYSE JNJ opened at $228.37 on Friday. The company has a quick ratio of 0.77, a current ratio of 1.03 and a debt-to-equity ratio of 0.46. Johnson & Johnson has a fifty-two week low of $149.04 and a fifty-two week high of $251.71. The business has a 50 day moving average price of $230.61 and a two-hundred day moving average price of $228.09. The stock has a market cap of $549.73 billion, a PE ratio of 26.40, a P/E/G ratio of 2.24 and a beta of 0.26.

Johnson & Johnson (NYSE:JNJ) last posted its quarterly earnings data on Tuesday, April 14th. The company reported $2.70 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $2.68 by $0.02. The company had revenue of $24.06 billion for the quarter, compared to analyst estimates of $23.60 billion. Johnson & Johnson had a net margin of 21.83% and a return on equity of 32.60%. The business’s quarterly revenue was up 9.9% on a year-over-year basis. During the same quarter last year, the firm posted $2.77 earnings per share. Johnson & Johnson has set its FY 2026 guidance at 11.450-11.650 EPS. As a group, sell-side analysts predict that Johnson & Johnson will post 11.57 EPS for the current fiscal year.

Johnson & Johnson Increases Dividend

The firm also recently announced a quarterly dividend, which was paid on Tuesday, June 9th. Stockholders of record on Tuesday, May 26th were paid 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 was Tuesday, May 26th. Johnson & Johnson’s payout ratio is 61.97%.

Wall Street Analysts Forecast Growth

A number of research analysts recently weighed in on JNJ shares. Raymond James Financial lifted their target price on Johnson & Johnson from $237.00 to $258.00 and gave the company an “outperform” rating in a report on Wednesday, April 15th. Barclays raised their price objective on Johnson & Johnson from $234.00 to $255.00 and gave the stock an “equal weight” rating in a report on Wednesday, April 15th. The Goldman Sachs Group lifted their price objective on Johnson & Johnson from $265.00 to $275.00 and gave the company a “buy” rating in a research note on Wednesday, April 15th. Leerink Partners upgraded Johnson & Johnson from a “market perform” rating to an “outperform” rating and set a $265.00 target price for the company in a report on Wednesday, May 13th. Finally, Guggenheim raised their price target on shares of Johnson & Johnson from $244.00 to $266.00 and gave the company a “buy” rating in a report on Monday, April 20th. Twenty research analysts have rated the stock with a Buy rating and seven have issued 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.

Insider Activity

In other news, EVP Kathryn E. Wengel sold 10,000 shares of Johnson & Johnson stock in a transaction dated Thursday, June 11th. The stock was sold at an average price of $241.15, for a total transaction of $2,411,500.00. Following the sale, the executive vice president directly owned 114,288 shares of the company’s stock, valued at approximately $27,560,551.20. The trade was a 8.05% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through this hyperlink. Insiders own 0.16% of the company’s stock.

Key Headlines Impacting Johnson & Johnson

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

• Positive Sentiment: Johnson & Johnson’s prostate cancer drug Erleada showed encouraging clinical results, with Reuters-reported data indicating it cut the risk of cancer spread or death by 20% in a study setting. That kind of pipeline progress can support longer-term revenue growth. Article Title
• Positive Sentiment: The company continues to be highlighted as a strong dividend stock, with articles pointing to Johnson & Johnson’s long history of dividend increases and its appeal to income-focused investors seeking stability in a volatile market. Article Title
• Positive Sentiment: Johnson & Johnson announced plans to invest more than $1 billion in a Florida contact lens manufacturing facility, reinforcing confidence in future operating capacity and U.S. production investment. Article Title
• Neutral Sentiment: Several commentary pieces describe JNJ as a defensive name that may hold up better if markets weaken, but these articles are largely opinion-based and do not add new fundamental catalysts. Article Title
• Negative Sentiment: Shares have been soft over the past few months, with one note saying the stock is down about 3% in three months despite solid results and pipeline progress. That recent weakness may be weighing on sentiment even as investors debate whether the dip is attractive. Article Title

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.