DGS Capital Management LLC Grows Stock Position in Johnson & Johnson $JNJ

DGS Capital Management LLC lifted its position in Johnson & Johnson (NYSE:JNJ) by 41.2% during the first quarter, HoldingsChannel.com reports. The fund owned 13,631 shares of the company’s stock after acquiring an additional 3,976 shares during the period. Johnson & Johnson makes up 0.5% of DGS Capital Management LLC’s portfolio, making the stock its 28th largest position. DGS Capital Management LLC’s holdings in Johnson & Johnson were worth $3,332,000 as of its most recent SEC filing.

Several other hedge funds have also recently added to or reduced their stakes in JNJ. Blueline Advisors LLC acquired a new stake in Johnson & Johnson during the 4th quarter worth $25,000. Cresta Advisors Ltd. acquired a new stake in shares of Johnson & Johnson in the fourth quarter valued at about $26,000. DecisionPoint Financial LLC lifted its stake in shares of Johnson & Johnson by 104.2% in the fourth quarter. DecisionPoint Financial LLC now owns 147 shares of the company’s stock worth $30,000 after buying an additional 75 shares in the last quarter. Bay Harbor Wealth Management LLC boosted its position in Johnson & Johnson by 49.0% during the fourth quarter. Bay Harbor Wealth Management LLC now owns 149 shares of the company’s stock worth $31,000 after acquiring an additional 49 shares during the last quarter. Finally, Family CFO Inc purchased a new stake in Johnson & Johnson during the 4th quarter valued at about $31,000. 69.55% of the stock is owned by institutional investors and hedge funds.

Johnson & Johnson Trading Down 1.4%

JNJ opened at $263.52 on Thursday. The stock has a market capitalization of $634.34 billion, a PE ratio of 30.46, a P/E/G ratio of 2.62 and a beta of 0.24. Johnson & Johnson has a one year low of $154.80 and a one year high of $269.43. The company has a debt-to-equity ratio of 0.46, a quick ratio of 0.77 and a current ratio of 1.03. The business’s 50 day moving average price is $235.85 and its 200 day moving average price is $232.52.

Johnson & Johnson (NYSE:JNJ) last posted its earnings results on Tuesday, April 14th. The company reported $2.70 earnings per share (EPS) for the quarter, topping 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 company had revenue of $24.06 billion during the quarter, compared to analysts’ expectations of $23.60 billion. During the same quarter last year, the firm earned $2.77 earnings per share. The firm’s quarterly revenue 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. As a group, equities research analysts expect that Johnson & Johnson will post 11.57 EPS for the current year.

Johnson & Johnson Increases Dividend

The firm also recently disclosed a quarterly dividend, which was paid on Tuesday, June 9th. Investors of record on Tuesday, May 26th were given a dividend of $1.34 per share. This represents a $5.36 dividend on an annualized basis and a dividend yield of 2.0%. The ex-dividend date of this dividend 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 is 61.97%.

Key Stories Impacting Johnson & Johnson

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

• Positive Sentiment: Johnson & Johnson announced FDA approval for its dual-energy THERMOCOOL SMARTTOUCH SF platform, a positive catalyst that could support growth in the company’s medtech business and improve investor confidence in its pipeline. Article Title
• Positive Sentiment: The stock had recently been pushing to record highs as analysts raised price targets and investors responded to a higher outlook and pre-earnings optimism, suggesting the long-term setup for JNJ remains constructive. Article Title
• Neutral Sentiment: Commentary this week also highlighted JNJ as a defensive healthcare name with steady cash flow, while other pieces focused on valuation, earnings expectations, and healthcare sector comparisons rather than new company-specific setbacks. Article Title
• Negative Sentiment: Despite the positive product news, some trading-focused coverage noted unusual put option activity after the recent run-up, indicating that a portion of the market is positioning for a possible pullback. Article Title
• Negative Sentiment: One market recap also described JNJ as declining more than the broader market, reinforcing the idea that the stock is pausing after a strong advance rather than reacting to a major fundamental problem. Article Title

Insider Transactions at Johnson & Johnson

In other Johnson & Johnson news, EVP Kathryn E. Wengel sold 10,000 shares of Johnson & Johnson stock in a transaction dated 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 directly owned 114,288 shares in the company, valued at $27,560,551.20. This trade represents a 8.05% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available at the SEC website. Company insiders own 0.16% of the company’s stock.

Analyst Upgrades and Downgrades

JNJ has been the subject of a number of recent research reports. Raymond James Financial increased their price objective on shares of Johnson & Johnson from $237.00 to $258.00 and gave the company an “outperform” rating in a report on Wednesday, April 15th. Royal Bank Of Canada reaffirmed an “outperform” rating and issued a $265.00 price target on shares of Johnson & Johnson in a report on Wednesday, April 15th. Johnson Rice set a $270.00 price objective on Johnson & Johnson in a research report on Friday, June 26th. 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. Finally, Leerink Partners raised Johnson & Johnson from a “market perform” rating to an “outperform” rating and set a $265.00 target price for the company in a research note on Wednesday, May 13th. Twenty equities research analysts have rated the stock with a Buy rating and seven have issued a Hold rating to the stock. According to data from MarketBeat, Johnson & Johnson presently has a consensus rating of “Moderate Buy” and a consensus target price of $257.74.

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.