CPC Advisors LLC Boosts Holdings in Johnson & Johnson $JNJ

CPC Advisors LLC increased its position in Johnson & Johnson (NYSE:JNJ) by 310.5% during the first quarter, HoldingsChannel.com reports. The firm owned 17,431 shares of the company’s stock after acquiring an additional 13,185 shares during the quarter. CPC Advisors LLC’s holdings in Johnson & Johnson were worth $4,261,000 as of its most recent SEC filing.

Several other institutional investors also recently bought and sold shares of the company. Blueline Advisors LLC bought a new position in shares of Johnson & Johnson in the fourth quarter worth approximately $25,000. Cresta Advisors Ltd. purchased a new stake in shares of Johnson & Johnson during the fourth quarter valued at approximately $26,000. DecisionPoint Financial LLC increased its position in shares of Johnson & Johnson by 104.2% during the fourth quarter. DecisionPoint Financial LLC now owns 147 shares of the company’s stock valued at $30,000 after acquiring an additional 75 shares in the last quarter. Family CFO Inc purchased a new position in Johnson & Johnson in the 4th quarter worth approximately $31,000. Finally, Bay Harbor Wealth Management LLC raised its holdings in Johnson & Johnson by 49.0% in the 4th quarter. Bay Harbor Wealth Management LLC now owns 149 shares of the company’s stock worth $31,000 after acquiring an additional 49 shares during the last quarter. 69.55% of the stock is owned by hedge funds and other institutional investors.

Insider Activity at Johnson & Johnson

In other news, EVP Kathryn E. Wengel sold 10,000 shares of the stock in a transaction that occurred on Thursday, June 11th. The shares were sold at an average price of $241.15, for a total value of $2,411,500.00. Following the transaction, the executive vice president owned 114,288 shares in the company, valued at $27,560,551.20. This represents a 8.05% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available at this link. 0.16% of the stock is owned by insiders.

Analysts Set New Price Targets

Several analysts have commented on the company. Stifel Nicolaus increased their target price on Johnson & Johnson from $220.00 to $250.00 and gave the company a “hold” rating in a research note on Wednesday, April 15th. The Goldman Sachs Group boosted their price target on Johnson & Johnson from $265.00 to $275.00 and gave the stock a “buy” rating in a research note on Wednesday, April 15th. Royal Bank Of Canada reaffirmed an “outperform” rating and set a $265.00 price target on shares of Johnson & Johnson in a report on Wednesday, April 15th. Bank of America increased their price objective on Johnson & Johnson from $253.00 to $254.00 and gave the company a “neutral” rating in a research report on Wednesday, April 15th. Finally, Argus boosted their target price on Johnson & Johnson from $240.00 to $275.00 and gave the stock a “buy” rating in a research report on Thursday, April 16th. Twenty investment analysts have rated the stock with a Buy rating and seven have assigned a Hold rating to the stock. According to MarketBeat, the stock presently has an average rating of “Moderate Buy” and a consensus target price of $253.04.

Johnson & Johnson Trading Up 3.6%

NYSE:JNJ opened at $239.66 on Wednesday. The company has a market cap of $576.91 billion, a PE ratio of 27.71, a price-to-earnings-growth ratio of 2.27 and a beta of 0.26. 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 company has a 50 day simple moving average of $230.44 and a two-hundred day simple moving average of $228.67. Johnson & Johnson has a 12 month low of $150.73 and a 12 month high of $251.71.

Johnson & Johnson (NYSE:JNJ) last released its quarterly earnings results on Tuesday, April 14th. The company reported $2.70 earnings per share for the quarter, beating the consensus estimate of $2.68 by $0.02. The firm had revenue of $24.06 billion for the quarter, compared to analysts’ expectations of $23.60 billion. Johnson & Johnson had a return on equity of 32.60% and a net margin of 21.83%.The company’s revenue was up 9.9% compared to the same quarter last year. During the same period in the prior year, the firm earned $2.77 EPS. Johnson & Johnson has set its FY 2026 guidance at 11.450-11.650 EPS. 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 declared a quarterly dividend, which was paid on Tuesday, June 9th. Stockholders of record on Tuesday, May 26th were given a dividend of $1.34 per share. This represents a $5.36 annualized dividend and a dividend yield of 2.2%. The ex-dividend date of this dividend was Tuesday, May 26th. This is an increase from Johnson & Johnson’s previous quarterly dividend of $1.30. Johnson & Johnson’s payout ratio is currently 61.97%.

Johnson & Johnson News Summary

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

• Positive Sentiment: Johnson & Johnson reported encouraging mid-June clinical and product updates, including strong TALVEY combination data in relapsed/refractory multiple myeloma, positive Phase 2/3 ENERGY results for IMAAVY in warm autoimmune hemolytic anemia, and wider U.S. availability of its TECNIS PureSee lens. These developments support the company’s growth narrative in oncology, rare disease and medtech. Article: How Oncology, Rare Disease and MedTech Wins At Johnson & Johnson (JNJ) Has Changed Its Investment Story
• Positive Sentiment: The company is investing more than $1 billion to expand its Jacksonville, Florida vision manufacturing, packaging and distribution footprint, part of a broader $55 billion U.S. manufacturing and R&D push. Investors may view the expansion as a sign of long-term confidence in demand and domestic supply-chain strength. Article: Johnson & Johnson (JNJ) Is Spending More Than $1 Billion On Jacksonville Vision Expansion
• Neutral Sentiment: Additional coverage highlighted the same U.S. manufacturing investment strategy and suggested it could strengthen Johnson & Johnson’s Vision business, but the article did not add materially new financial details beyond the announced expansion. Article: How Johnson & Johnson (JNJ) Is Using U.S. Manufacturing Investment to Strengthen Its Vision Business
• Neutral Sentiment: Several third-party opinion pieces reiterated Johnson & Johnson as a defensive, high-quality healthcare holding, which may support investor sentiment but did not introduce new company-specific catalysts. Article: How Johnson & Johnson (JNJ) Is Using U.S. Manufacturing Investment to Strengthen Its Vision Business
• Neutral Sentiment: Analyst-style commentary also framed J&J as an attractive portfolio stock, but this was largely a valuation/quality argument rather than a fresh operational driver. Article: Johnson & Johnson: An Excellent Portfolio Option To Barbell AI, Initiate Buy Rating

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.