13,434 Shares in Johnson & Johnson $JNJ Acquired by AG Campbell Advisory LLC

AG Campbell Advisory LLC bought a new stake in Johnson & Johnson (NYSE:JNJ) in the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The fund bought 13,434 shares of the company’s stock, valued at approximately $2,780,000. Johnson & Johnson makes up approximately 0.9% of AG Campbell Advisory LLC’s holdings, making the stock its 14th biggest holding.

Several other institutional investors and hedge funds have also modified their holdings of JNJ. Sierra Capital LLC raised its stake in Johnson & Johnson by 0.5% during the fourth quarter. Sierra Capital LLC now owns 8,144 shares of the company’s stock worth $1,685,000 after acquiring an additional 41 shares in the last quarter. Beaird Harris Wealth Management LLC boosted its stake in shares of Johnson & Johnson by 1.8% in the 4th quarter. Beaird Harris Wealth Management LLC now owns 2,422 shares of the company’s stock valued at $501,000 after purchasing an additional 42 shares in the last quarter. Broadleaf Partners LLC grew its holdings in shares of Johnson & Johnson by 0.6% during the 4th quarter. Broadleaf Partners LLC now owns 7,348 shares of the company’s stock valued at $1,521,000 after purchasing an additional 43 shares during the last quarter. Jessup Wealth Management Inc lifted its stake in shares of Johnson & Johnson by 0.6% in the 4th quarter. Jessup Wealth Management Inc now owns 7,574 shares of the company’s stock valued at $1,567,000 after acquiring an additional 44 shares during the last quarter. Finally, Plancorp LLC boosted its holdings in shares of Johnson & Johnson by 0.3% during the 4th quarter. Plancorp LLC now owns 15,889 shares of the company’s stock valued at $3,288,000 after acquiring an additional 45 shares in the last quarter. 69.55% of the stock is currently owned by institutional investors.

Johnson & Johnson Stock Performance

Shares of JNJ stock opened at $228.37 on Friday. Johnson & Johnson has a 52 week low of $149.04 and a 52 week high of $251.71. The company has a quick ratio of 0.77, a current ratio of 1.03 and a debt-to-equity ratio of 0.46. The company has a market cap of $549.73 billion, a price-to-earnings ratio of 26.40, a price-to-earnings-growth ratio of 2.24 and a beta of 0.26. The firm has a 50 day moving average of $230.61 and a 200-day moving average of $228.09.

Johnson & Johnson (NYSE:JNJ) last announced its quarterly earnings data 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 analyst estimates of $23.60 billion. Johnson & Johnson had a net margin of 21.83% and a return on equity of 32.60%. The business’s quarterly revenue was up 9.9% compared to the same quarter last year. During the same quarter in the prior year, the business earned $2.77 earnings per share. 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 earnings per share for the current year.

Johnson & Johnson Increases Dividend

The business also recently declared a quarterly dividend, which was paid on Tuesday, June 9th. Shareholders of record on Tuesday, May 26th were paid a dividend of $1.34 per share. This is an increase from Johnson & Johnson’s previous quarterly dividend of $1.30. The ex-dividend date was Tuesday, May 26th. This represents a $5.36 dividend on an annualized basis and a yield of 2.3%. Johnson & Johnson’s dividend payout ratio (DPR) is presently 61.97%.

Analyst Ratings Changes

Several research firms have recently issued reports on JNJ. 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 note on Wednesday, May 13th. Argus boosted their target price on shares of Johnson & Johnson from $240.00 to $275.00 and gave the stock a “buy” rating in a report on Thursday, April 16th. Sanford C. Bernstein raised their target price 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. Bank of America increased their price target on Johnson & Johnson from $253.00 to $254.00 and gave the company a “neutral” rating in a research note on Wednesday, April 15th. Finally, Daiwa Securities Group lifted their price objective on Johnson & Johnson from $237.00 to $246.00 and gave the stock an “outperform” rating in a research note on Thursday, April 16th. Twenty equities research analysts have rated the stock with a Buy rating and seven have given a Hold rating to the company’s stock. Based on data from MarketBeat.com, Johnson & Johnson currently has an average rating of “Moderate Buy” and an average price target of $253.04.

Trending Headlines about Johnson & Johnson

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

• Positive Sentiment: Johnson & Johnson’s prostate cancer drug Erleada showed encouraging clinical results, with Reuters-reported data indicating it cut the risk of cancer spread or death by 20% in a study setting. That kind of pipeline progress can support longer-term revenue growth. Article Title
• Positive Sentiment: The company continues to be highlighted as a strong dividend stock, with articles pointing to Johnson & Johnson’s long history of dividend increases and its appeal to income-focused investors seeking stability in a volatile market. Article Title
• Positive Sentiment: Johnson & Johnson announced plans to invest more than $1 billion in a Florida contact lens manufacturing facility, reinforcing confidence in future operating capacity and U.S. production investment. Article Title
• Neutral Sentiment: Several commentary pieces describe JNJ as a defensive name that may hold up better if markets weaken, but these articles are largely opinion-based and do not add new fundamental catalysts. Article Title
• Negative Sentiment: Shares have been soft over the past few months, with one note saying the stock is down about 3% in three months despite solid results and pipeline progress. That recent weakness may be weighing on sentiment even as investors debate whether the dip is attractive. Article Title

Insider Buying and Selling

In other news, EVP Kathryn E. Wengel sold 10,000 shares of the 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 sale, the executive vice president directly owned 114,288 shares of the company’s stock, valued at $27,560,551.20. This represents a 8.05% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which is available through this hyperlink. Corporate insiders own 0.16% of the company’s stock.

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.