Cambient Family Office LLC Makes New Investment in Johnson & Johnson $JNJ

Cambient Family Office LLC purchased a new stake in Johnson & Johnson (NYSE:JNJ) in the fourth quarter, according to its most recent Form 13F filing with the SEC. The institutional investor purchased 28,256 shares of the company’s stock, valued at approximately $5,848,000. Johnson & Johnson comprises approximately 0.8% of Cambient Family Office LLC’s portfolio, making the stock its 25th biggest position.

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

Analyst Ratings Changes

JNJ has been the subject of several research reports. Morgan Stanley set a $283.00 price objective on Johnson & Johnson in a research note on Wednesday, April 15th. Stifel Nicolaus upped their target price on Johnson & Johnson from $220.00 to $250.00 and gave the company a “hold” rating in a report on Wednesday, April 15th. TD Cowen initiated coverage on Johnson & Johnson in a research report on Wednesday, April 8th. They issued a “buy” rating and a $250.00 price target for the company. Barclays lifted their price target on Johnson & Johnson from $234.00 to $255.00 and gave the stock an “equal weight” rating in a research note on Wednesday, April 15th. Finally, JPMorgan Chase & Co. boosted their price objective on Johnson & Johnson from $250.00 to $260.00 and gave the stock a “neutral” rating in a report on Wednesday, April 15th. Twenty research analysts have rated the stock with a Buy rating and seven have issued a Hold rating to the company’s stock. Based on data from MarketBeat, Johnson & Johnson has a consensus rating of “Moderate Buy” and an average price target of $253.04.

Insider Activity

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

Johnson & Johnson Trading Down 2.5%

NYSE:JNJ opened at $228.37 on Friday. The stock has a market cap of $549.73 billion, a PE ratio of 26.40, a price-to-earnings-growth ratio of 2.29 and a beta of 0.26. Johnson & Johnson has a fifty-two week low of $149.04 and a fifty-two week high of $251.71. The company has a debt-to-equity ratio of 0.46, a current ratio of 1.03 and a quick ratio of 0.77. The stock’s 50-day moving average is $230.87 and its two-hundred day moving average is $228.09.

Johnson & Johnson (NYSE:JNJ) last posted its quarterly earnings results on Tuesday, April 14th. The company reported $2.70 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $2.68 by $0.02. The business had revenue of $24.06 billion during 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 firm’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 earnings per share. Johnson & Johnson has set its FY 2026 guidance at 11.450-11.650 EPS. As a group, equities research analysts forecast that Johnson & Johnson will post 11.57 earnings per share for the current fiscal year.

Johnson & Johnson Increases Dividend

The business also recently announced a quarterly dividend, which was paid on Tuesday, June 9th. Shareholders of record on Tuesday, May 26th were given a $1.34 dividend. This represents a $5.36 dividend on an annualized basis and a yield of 2.3%. 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 payout ratio is currently 61.97%.

Key Johnson & Johnson News

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

• Positive Sentiment: Johnson & Johnson announced plans to invest over $1 billion in a Florida contact lens manufacturing facility, a sign of continued capital investment and operational expansion. Johnson & Johnson to Invest Over $1 Billion in Florida Contact Lens Manufacturing Facility
• Positive Sentiment: J&J reported Phase 3 results showing TALVEY plus DARZALEX FASPRO improved outcomes in relapsed or refractory multiple myeloma, reinforcing confidence in its oncology pipeline and potential future sales. Johnson & Johnson (JNJ) Reports Phase 3 Myeloma Win For TALVEY Combination
• Neutral Sentiment: J&J was included in a roundup of top research reports, but the item did not provide a specific rating change or new catalyst likely to move the shares. Top Research Reports for Alphabet, Broadcom & Johnson & Johnson
• Neutral Sentiment: Multiple dividend-focused and investor-interest articles highlighted J&J’s reputation as a dividend stalwart and a widely watched healthcare stock, but these were largely commentary pieces rather than fresh fundamental news. Stocks With 50 Years of Dividend Hikes
• Negative Sentiment: Despite the positive business updates, J&J’s stock has recently slipped as investors rotated away from the shares and the market traded higher, suggesting sentiment remains somewhat cautious. Johnson & Johnson (JNJ) Stock Slides as Market Rises: Facts to Know Before You Trade

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.