Barry Investment Advisors LLC Cuts Position in Johnson & Johnson $JNJ

Barry Investment Advisors LLC trimmed its position in shares of Johnson & Johnson (NYSE:JNJ) by 9.5% during the fourth quarter, according to its most recent Form 13F filing with the SEC. The firm owned 39,627 shares of the company’s stock after selling 4,138 shares during the period. Johnson & Johnson comprises about 1.8% of Barry Investment Advisors LLC’s portfolio, making the stock its 16th biggest position. Barry Investment Advisors LLC’s holdings in Johnson & Johnson were worth $8,201,000 at the end of the most recent reporting period.

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

Johnson & Johnson Stock Performance

Shares of JNJ opened at $231.38 on Thursday. 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 firm has a market cap of $556.97 billion, a PE ratio of 26.75, a price-to-earnings-growth ratio of 2.25 and a beta of 0.27. The company’s 50 day simple moving average is $233.41 and its 200-day simple moving average is $224.50. Johnson & Johnson has a 12-month low of $149.04 and a 12-month high of $251.71.

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

Johnson & Johnson Increases Dividend

The business also recently declared a quarterly dividend, which will be paid on Tuesday, June 9th. Investors of record on Tuesday, May 26th will be issued 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 of this dividend is Tuesday, May 26th. Johnson & Johnson’s dividend payout ratio is 61.97%.

Key Stories Impacting Johnson & Johnson

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

• Positive Sentiment: Johnson & Johnson announced it will hold its second-quarter earnings conference call on July 15, reinforcing near-term focus on results, guidance, and management commentary. Johnson & Johnson to Host Investor Conference Call on Second-Quarter Results
• Positive Sentiment: DePuy Synthes, J&J’s orthopedic business, struck an exclusive distribution deal for the NOVOSIS bone graft product, adding another growth-oriented medtech move. DePuy Synthes secures exclusive NOVOSIS bone graft distribution partnership
• Positive Sentiment: Market commentary highlighted J&J as one of several large-cap pharma stocks worth holding as the industry recovery accelerates, supporting sentiment toward the stock. 4 Large-Cap Pharma Stocks to Buy as Industry Recovery Accelerates
• Positive Sentiment: J&J was reported to have an average brokerage recommendation of “Moderate Buy,” suggesting analysts remain constructive on the shares. Johnson & Johnson Receives Average Recommendation of Moderate Buy from Brokerages
• Neutral Sentiment: J&J also presented at Bernstein’s Strategic Decisions Conference, but the transcript does not point to a fresh, stock-moving surprise by itself. Johnson & Johnson Presents at Bernstein 42nd Annual Strategic Decisions Conference Transcript
• Negative Sentiment: Talc litigation remains an overhang, with new verdict headlines reinforcing legal risk that could pressure valuation multiples. Assessing Johnson & Johnson Valuation After Guidance Raise Growth Initiatives And Talc Litigation Update
• Negative Sentiment: Broader healthcare weakness also weighed on sentiment, with pharma and healthcare stocks described as a drag on the market in recent trading. Dow Gives Back Early Gains. Healthcare Stocks Are a Drag.

Analyst Upgrades and Downgrades

A number of analysts recently weighed in on JNJ shares. JPMorgan Chase & Co. upped their target price on shares of Johnson & Johnson from $250.00 to $260.00 and gave the stock a “neutral” rating in a research note on Wednesday, April 15th. Morgan Stanley set a $283.00 price target on shares of Johnson & Johnson in a research note on Wednesday, April 15th. HSBC increased their price target on shares of Johnson & Johnson from $265.00 to $280.00 and gave the company a “buy” rating in a research note on Tuesday, March 17th. Leerink Partners upgraded shares of Johnson & Johnson from a “market perform” rating to an “outperform” rating and set a $265.00 price target on the stock in a research note on Wednesday, May 13th. Finally, Raymond James Financial increased their price target on shares of Johnson & Johnson from $237.00 to $258.00 and gave the company an “outperform” rating in a research note on Wednesday, April 15th. 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 data from MarketBeat.com, the company currently has a consensus rating of “Moderate Buy” and a consensus price target of $253.04.

About Johnson & Johnson

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.