Cowa LLC Acquires New Position in Johnson & Johnson $JNJ

Cowa LLC acquired a new stake in Johnson & Johnson (NYSE:JNJ) in the fourth quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The fund acquired 2,154 shares of the company’s stock, valued at approximately $446,000.

A number of other institutional investors have also recently made changes to their positions in JNJ. Blueline Advisors LLC acquired a new position in shares of Johnson & Johnson in the fourth quarter valued at approximately $25,000. Abich Financial Wealth Management LLC acquired a new position in Johnson & Johnson during the 3rd quarter worth approximately $26,000. Cresta Advisors Ltd. acquired a new position in Johnson & Johnson during the 4th quarter worth approximately $26,000. DecisionPoint Financial LLC grew its holdings in Johnson & Johnson by 104.2% during the 4th quarter. DecisionPoint Financial LLC now owns 147 shares of the company’s stock worth $30,000 after acquiring an additional 75 shares in the last quarter. Finally, Family CFO Inc acquired a new position in Johnson & Johnson during the 4th quarter worth approximately $31,000. Institutional investors and hedge funds own 69.55% of the company’s stock.

Johnson & Johnson News Roundup

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

• Positive Sentiment: Johnson & Johnson reported strong Phase 2/3 results for IMAAVY (nipocalimab-aahu) in warm autoimmune hemolytic anemia, showing a statistically significant durable hemoglobin response and rapid onset of effect in a disease with no FDA-approved therapies. That strengthens the company’s rare-disease pipeline and could create a new growth driver. Article Title
• Positive Sentiment: The company is expanding U.S. availability of TECNIS PureSee IOL, a cataract surgery lens, which adds another incremental commercial win in medtech and supports recurring product revenue. Article Title
• Positive Sentiment: Johnson & Johnson will acquire Firefly Bio for about $1 billion, a move aimed at strengthening its oncology pipeline and signaling continued investment in high-growth cancer treatments. Article Title
• Positive Sentiment: Several recent pieces highlight bullish valuation and dividend arguments, with investors pointing to JNJ’s strong balance sheet, durable cash flow, and attractive long-term total returns. Analysts also lifted some earnings estimates, reinforcing the view that the stock remains a defensive compounder. Article Title
• Neutral Sentiment: Recent commentary from Jim Cramer and other market writers praised Johnson & Johnson’s “great new drug profits” and “AAA balance sheet,” which may have helped sentiment but did not include a major new fundamental update. Article Title
• Negative Sentiment: The main offsetting headline is a $32 million asbestos/talc verdict in Los Angeles, which keeps legal risk in focus and could pressure sentiment around the stock’s litigation overhang. Article Title

Analyst Upgrades and Downgrades

Several research analysts have commented on JNJ shares. JPMorgan Chase & Co. boosted their price target on shares of Johnson & Johnson from $250.00 to $260.00 and gave the stock a “neutral” rating in a report on Wednesday, April 15th. Royal Bank Of Canada reiterated an “outperform” rating and set a $265.00 price target on shares of Johnson & Johnson in a report on Wednesday, April 15th. Johnson Rice upgraded shares of Johnson & Johnson from a “hold” rating to an “outperform” rating in a report on Wednesday, May 13th. Leerink Partners upgraded shares of Johnson & Johnson from a “market perform” rating to an “outperform” rating and set a $265.00 price target for the company in a report on Wednesday, May 13th. Finally, HSBC boosted their price target on shares of Johnson & Johnson from $265.00 to $280.00 and gave the stock a “buy” rating in a report on Tuesday, March 17th. Twenty investment analysts have rated the stock with a Buy rating and seven have given a Hold rating to the stock. According to MarketBeat, the company currently has a consensus rating of “Moderate Buy” and a consensus price target of $253.04.

Johnson & Johnson Trading Up 0.0%

Shares of Johnson & Johnson stock opened at $238.59 on Friday. The company has a fifty day simple moving average of $231.58 and a 200-day simple moving average of $227.11. Johnson & Johnson has a 12-month low of $149.04 and a 12-month 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 $574.33 billion, a price-to-earnings ratio of 27.58, a PEG ratio of 2.34 and a beta of 0.26.

Johnson & Johnson (NYSE:JNJ) last issued its earnings results on Tuesday, April 14th. The company reported $2.70 earnings per share (EPS) for the quarter, beating the consensus estimate 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 analysts’ expectations of $23.60 billion. During the same quarter in the prior year, the business posted $2.77 EPS. 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. On average, equities analysts forecast that Johnson & Johnson will post 11.57 EPS for the current fiscal year.

Johnson & Johnson Increases Dividend

The business also recently announced a quarterly dividend, which was paid on Tuesday, June 9th. Stockholders of record on Tuesday, May 26th were issued a $1.34 dividend. This represents a $5.36 annualized dividend and a dividend yield of 2.2%. The ex-dividend date was Tuesday, May 26th. This is a positive change from Johnson & Johnson’s previous quarterly dividend of $1.30. Johnson & Johnson’s dividend payout ratio (DPR) is currently 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.