Capital Financial Group Inc. Co. ADV bought a new position in Johnson & Johnson (NYSE:JNJ – Free Report) in the 4th quarter, HoldingsChannel reports. The fund bought 15,785 shares of the company’s stock, valued at approximately $3,267,000. Johnson & Johnson makes up 1.8% of Capital Financial Group Inc. Co. ADV’s portfolio, making the stock its 13th biggest holding.
A number of other institutional investors have also recently bought and sold shares of the company. Innovative Wealth Building LLC acquired a new stake in Johnson & Johnson during the fourth quarter valued at $289,000. Stark Wealth Management LLC acquired a new stake in Johnson & Johnson during the fourth quarter valued at $217,000. Tobias Financial Advisors Inc. boosted its position in Johnson & Johnson by 10.8% during the fourth quarter. Tobias Financial Advisors Inc. now owns 5,822 shares of the company’s stock valued at $1,205,000 after purchasing an additional 566 shares during the last quarter. Towarzystwo Funduszy Inwestycyjnych PZU SA boosted its position in Johnson & Johnson by 13.0% during the fourth quarter. Towarzystwo Funduszy Inwestycyjnych PZU SA now owns 11,995 shares of the company’s stock valued at $2,482,000 after purchasing an additional 1,380 shares during the last quarter. Finally, Tenzing Financial LLC acquired a new stake in Johnson & Johnson during the fourth quarter valued at $272,000. Institutional investors and hedge funds own 69.55% of the company’s stock.
Trending Headlines about Johnson & Johnson
Here are the key news stories impacting Johnson & Johnson this week:
- Positive Sentiment: Johnson & Johnson said it will invest more than $1 billion in Jacksonville, Florida to expand U.S. Vision manufacturing, packaging and distribution. The project includes a new distribution facility and advanced production technology, reinforcing JNJ’s long-term commitment to domestic capacity and eye-care growth. Article: Johnson & Johnson Invests more than $1 Billion to Strengthen U.S. Vision Manufacturing in Jacksonville, Florida
- Positive Sentiment: The company’s broader U.S. manufacturing push and expansion of Acuvue-related operations were also highlighted by recent coverage, which may be viewed positively as JNJ works to strengthen supply chains and invest in higher-margin consumer health and vision businesses. Article: Johnson & Johnson (JNJ) Commits Over $1B to Acuvue Contact Lens Expansion
- Positive Sentiment: Investor sentiment may also be supported by ongoing pipeline progress, including positive Phase 2/3 data for IMAAVY (nipocalimab) in a rare autoimmune blood disorder and FDA Priority Review for the drug, which could broaden JNJ’s future revenue base if approved. Article: IMAAVY Breakthrough And Priority Review Reframe Johnson And Johnson Growth Story
- Neutral Sentiment: Separately, commentary from Jim Cramer noted that Johnson & Johnson shares have been gaining, but the piece did not identify a new fundamental catalyst beyond general market discussion. Article: Jim Cramer Explains Johnson & Johnson’s (JNJ) Shares Have Gained
- Neutral Sentiment: One article about dividend portfolios and another about market volatility are not JNJ-specific, but they reflect the broader investor focus on income, defensive stocks, and risk reduction that can indirectly benefit large healthcare names like Johnson & Johnson. Article: The Retiree Who Chose $65,000 Instead of $120,000 and Ended Up Richer
- Negative Sentiment: Marketwide risk-off concerns tied to a possible AI-led valuation correction could weigh on equities generally, though the article is not specific to JNJ and Johnson & Johnson is typically seen as more defensive than high-growth tech names. Article: Today’s AI market hits all 5 warning signs that preceded 2000 Nasdaq crash.
Johnson & Johnson Price Performance
Johnson & Johnson (NYSE:JNJ – Get Free Report) last announced its 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. 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 quarter in the prior year, the company earned $2.77 EPS. The firm’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. Research analysts predict that Johnson & Johnson will post 11.57 earnings per share for the current year.
Johnson & Johnson Increases Dividend
The company also recently declared a quarterly dividend, which was paid on Tuesday, June 9th. Shareholders of record on Tuesday, May 26th were issued a $1.34 dividend. This is a positive change from Johnson & Johnson’s previous quarterly dividend of $1.30. The ex-dividend date of this dividend was Tuesday, May 26th. This represents a $5.36 annualized dividend and a yield of 2.3%. Johnson & Johnson’s payout ratio is currently 61.97%.
Analyst Upgrades and Downgrades
JNJ has been the subject of a number of research reports. JPMorgan Chase & Co. lifted their price objective on Johnson & Johnson from $250.00 to $260.00 and gave the company a “neutral” rating in a research report on Wednesday, April 15th. 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 report on Wednesday, May 13th. HSBC lifted their price objective on Johnson & Johnson from $265.00 to $280.00 and gave the company a “buy” rating in a research report on Tuesday, March 17th. Sanford C. Bernstein boosted their price target on Johnson & Johnson from $225.00 to $251.00 and gave the stock a “market perform” rating in a research report on Wednesday, April 15th. Finally, Wells Fargo & Company upped their price target on Johnson & Johnson from $240.00 to $263.00 and gave the stock an “overweight” rating in a research note on Wednesday, April 15th. Twenty analysts have rated the stock with a Buy rating and seven have given a Hold rating to the stock. According to MarketBeat, Johnson & Johnson presently has a consensus rating of “Moderate Buy” and a consensus target price of $253.04.
Read Our Latest Stock Analysis on Johnson & Johnson
Insider Buying and Selling
In other Johnson & Johnson news, EVP Kathryn E. Wengel sold 10,000 shares of the company’s stock in a transaction that occurred on Thursday, June 11th. The stock was sold at an average price of $241.15, for a total value of $2,411,500.00. Following the completion of the transaction, the executive vice president owned 114,288 shares of the company’s stock, valued at $27,560,551.20. This represents a 8.05% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which is available at this link. 0.16% of the stock is currently owned by company insiders.
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.
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