Apella Capital LLC Purchases 11,736 Shares of Johnson & Johnson $JNJ

Apella Capital LLC boosted its stake in shares of Johnson & Johnson (NYSE:JNJ) by 37.4% in the first quarter, HoldingsChannel.com reports. The fund owned 43,153 shares of the company’s stock after purchasing an additional 11,736 shares during the period. Apella Capital LLC’s holdings in Johnson & Johnson were worth $10,106,000 at the end of the most recent reporting period.

A number of other large investors also recently added to or reduced their stakes in JNJ. Brighton Jones LLC boosted its holdings in shares of Johnson & Johnson by 13.9% in the fourth quarter. Brighton Jones LLC now owns 51,876 shares of the company’s stock valued at $7,502,000 after acquiring an additional 6,332 shares in the last quarter. United Bank raised its position in shares of Johnson & Johnson by 110.7% in the 1st quarter. United Bank now owns 9,279 shares of the company’s stock valued at $1,539,000 after purchasing an additional 4,876 shares in the last quarter. Sivia Capital Partners LLC lifted its holdings in shares of Johnson & Johnson by 13.4% in the 2nd quarter. Sivia Capital Partners LLC now owns 5,863 shares of the company’s stock worth $896,000 after purchasing an additional 692 shares during the last quarter. Wealth Group Ltd. lifted its position in Johnson & Johnson by 12.8% in the 2nd quarter. Wealth Group Ltd. now owns 1,482 shares of the company’s stock valued at $226,000 after purchasing an additional 168 shares during the last quarter. Finally, Schnieders Capital Management LLC. raised its holdings in shares of Johnson & Johnson by 9.8% during the second quarter. Schnieders Capital Management LLC. now owns 73,680 shares of the company’s stock valued at $11,255,000 after buying an additional 6,584 shares during the last quarter. 69.55% of the stock is currently owned by institutional investors and hedge funds.

Johnson & Johnson News Roundup

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

• Positive Sentiment: Guggenheim raised its price target on Johnson & Johnson to $270 from $266 and reiterated a Buy rating, reinforcing bullish analyst sentiment after recent strength in the shares. Benzinga reference
• Positive Sentiment: The company said new data from its IMAAVY (nipocalimab-aahu) program support sustained disease control in generalized myasthenia gravis, adding to optimism around its immunology pipeline and future growth prospects. PR Newswire reference
• Positive Sentiment: European regulators also issued a CHMP recommendation advancing TECVAYLI plus daratumumab as a potential standard of care in relapsed/refractory multiple myeloma, which could help support J&J’s oncology franchise. Article reference
• Positive Sentiment: Broader market commentary also points to healthcare stocks like Johnson & Johnson becoming a haven for investors rotating out of tech, which is helping lift sentiment across the sector. MarketWatch reference
• Neutral Sentiment: Recent articles also highlighted J&J as a “best stock for beginners” and a dependable dividend name, but those are more general reputation pieces than immediate stock-moving catalysts. Article reference
• Neutral Sentiment: Analysts are still looking for only single-digit earnings growth ahead of the next quarterly report, so while expectations remain solid, the near-term upside may depend on continued pipeline and product execution. Article reference

Insiders Place Their Bets

In other Johnson & Johnson news, EVP Kathryn E. Wengel sold 10,000 shares of the business’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 transaction of $2,411,500.00. Following the transaction, the executive vice president owned 114,288 shares of the company’s stock, valued at $27,560,551.20. The trade was a 8.05% decrease in their ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available through this hyperlink. 0.16% of the stock is currently owned by company insiders.

Analyst Ratings Changes

Several brokerages have commented on JNJ. Daiwa Securities Group boosted their price target on shares of Johnson & Johnson from $237.00 to $246.00 and gave the stock an “outperform” rating in a research report on Thursday, April 16th. Raymond James Financial upped their target price on Johnson & Johnson from $237.00 to $258.00 and gave the stock an “outperform” rating in a research report on Wednesday, April 15th. Guggenheim boosted their price target on Johnson & Johnson from $266.00 to $270.00 and gave the company a “buy” rating in a research note on Friday. Barclays lifted their price target on shares of Johnson & Johnson from $234.00 to $255.00 and gave the company an “equal weight” rating in a report on Wednesday, April 15th. Finally, Bank of America boosted their target price on shares of Johnson & Johnson from $253.00 to $254.00 and gave the stock a “neutral” rating in a research note on Wednesday, April 15th. Twenty research analysts have rated the stock with a Buy rating and seven have given a Hold rating to the company’s stock. According to MarketBeat, Johnson & Johnson has a consensus rating of “Moderate Buy” and a consensus price target of $256.70.

Johnson & Johnson Trading Up 4.0%

Shares of NYSE:JNJ opened at $254.64 on Friday. The stock has a market capitalization of $612.98 billion, a PE ratio of 29.44, a price-to-earnings-growth ratio of 2.40 and a beta of 0.26. The company’s 50-day moving average price is $230.92 and its two-hundred day moving average price is $229.43. The company has a debt-to-equity ratio of 0.46, a current ratio of 1.03 and a quick ratio of 0.77. Johnson & Johnson has a one year low of $151.01 and a one year high of $255.11.

Johnson & Johnson (NYSE:JNJ) last issued its earnings results on Tuesday, April 14th. The company reported $2.70 earnings per share for the quarter, topping analysts’ consensus estimates 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 for the quarter, compared to the consensus estimate of $23.60 billion. During the same period in the previous year, the company earned $2.77 earnings per share. The firm’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 firm also recently declared a quarterly dividend, which was paid on Tuesday, June 9th. Investors of record on Tuesday, May 26th were issued a dividend of $1.34 per share. The ex-dividend date was Tuesday, May 26th. This is an increase from Johnson & Johnson’s previous quarterly dividend of $1.30. This represents a $5.36 dividend on an annualized basis and a yield of 2.1%. Johnson & Johnson’s dividend payout ratio is 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.