102,246 Shares in Johnson & Johnson $JNJ Bought by PBU The Pension Fund of Early Childhood & Youth Educators

Key Points

• PBU The Pension Fund of Early Childhood & Youth Educators opened a new position in Johnson & Johnson during the fourth quarter, buying 102,246 shares valued at about $21.16 million.
• Johnson & Johnson reported better-than-expected quarterly results, with EPS of $2.70 and revenue of $24.06 billion, while also guiding FY 2026 EPS at 11.45 to 11.65.
• The company raised its quarterly dividend to $1.34 per share from $1.30, bringing the annualized yield to about 2.3%.

PBU The Pension Fund of Early Childhood & Youth Educators purchased a new position in Johnson & Johnson (NYSE:JNJ - Free Report) in the fourth quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The fund purchased 102,246 shares of the company's stock, valued at approximately $21,160,000. Johnson & Johnson comprises about 0.8% of PBU The Pension Fund of Early Childhood & Youth Educators' holdings, making the stock its 23rd largest holding.

Other hedge funds and other institutional investors have also made changes to their positions in the company. Blueline Advisors LLC bought a new position in Johnson & Johnson during the fourth quarter worth $25,000. Abich Financial Wealth Management LLC bought a new position in shares of Johnson & Johnson in the 3rd quarter worth about $26,000. Cresta Advisors Ltd. bought a new position in shares of Johnson & Johnson in the 4th quarter worth about $26,000. DecisionPoint Financial LLC lifted its position in shares of Johnson & Johnson by 104.2% in the 4th quarter. DecisionPoint Financial LLC now owns 147 shares of the company's stock worth $30,000 after buying an additional 75 shares during the last quarter. Finally, Semmax Financial Advisors Inc. lifted its position in shares of Johnson & Johnson by 55.0% in the 2nd quarter. Semmax Financial Advisors Inc. now owns 203 shares of the company's stock worth $31,000 after buying an additional 72 shares during the last quarter. Institutional investors own 69.55% of the company's stock.

Key Stories Impacting Johnson & Johnson

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

• Positive Sentiment: Jim Cramer highlighted Johnson & Johnson’s lack of major patent expirations and pointed to its billion-dollar drugs and growing businesses as reasons to own the stock. Jim Cramer Highlights Johnson & Johnson Having No Big Patent Expirations
• Positive Sentiment: ASCO 2026 updates underscored Johnson & Johnson’s expanding specialty-drug pipeline, with encouraging data in autoimmunity, oncology, and myeloma that could support longer-term revenue growth. ASCO 2026 Data Underscore Johnson & Johnson’s Expanding Specialty Drug Story
• Positive Sentiment: Separate market coverage noted Johnson & Johnson has been outperforming the broader market recently, reinforcing investor confidence in the defensive healthcare name. Johnson & Johnson (JNJ) Exceeds Market Returns: Some Facts to Consider
• Neutral Sentiment: Newsweek named Johnson & Johnson among the world’s greenest companies for 2026, which is supportive for ESG-focused investors but unlikely to move the stock on its own. Goldman Sachs, Johnson & Johnson, MetLife Named Among Newsweek’s World’s Greenest Companies 2026
• Neutral Sentiment: Analysts highlighted ongoing headwinds, including Stelara erosion, China MedTech pressure, and talc litigation, though J&J is still targeting $100 billion in revenue and faster growth in 2026. Can JNJ Sustain Growth Amid Patent, Legal and China Risks?

Analysts Set New Price Targets

A number of research firms have recently issued reports on JNJ. JPMorgan Chase & Co. raised their price target on shares of Johnson & Johnson from $250.00 to $260.00 and gave the stock a "neutral" rating in a research report on Wednesday, April 15th. Morgan Stanley set a $283.00 price target on shares of Johnson & Johnson in a research report on Wednesday, April 15th. Sanford C. Bernstein raised their price target on shares of Johnson & Johnson from $225.00 to $251.00 and gave the stock a "market perform" rating in a research report on Wednesday, April 15th. Wells Fargo & Company raised their price target on shares of Johnson & Johnson from $240.00 to $263.00 and gave the stock an "overweight" rating in a research report on Wednesday, April 15th. Finally, TD Cowen started coverage on shares of Johnson & Johnson in a research report on Wednesday, April 8th. They set a "buy" rating and a $250.00 price target for the company. Twenty equities research analysts have rated the stock with a Buy rating and seven have given a Hold rating to the company. According to data from MarketBeat, the stock has a consensus rating of "Moderate Buy" and an average price target of $253.04.

Johnson & Johnson Stock Up 2.0%

Johnson & Johnson stock opened at $232.81 on Friday. The company has a 50-day simple moving average of $231.98 and a 200-day simple moving average of $225.96. The firm has a market capitalization of $560.42 billion, a P/E ratio of 26.91, a P/E/G ratio of 2.24 and a beta of 0.26. The company has a debt-to-equity ratio of 0.46, a quick ratio of 0.77 and a current ratio of 1.03. Johnson & Johnson has a one year low of $149.04 and a one year high of $251.71.

Johnson & Johnson (NYSE:JNJ - Get Free Report) last released its quarterly earnings results on Tuesday, April 14th. The company reported $2.70 EPS for the quarter, topping the consensus estimate 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 company's quarterly revenue was up 9.9% on a year-over-year basis. During the same quarter 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 analysts expect that Johnson & Johnson will post 11.57 earnings per share for the current year.

Johnson & Johnson Increases Dividend

The business also recently announced a quarterly dividend, which will be paid on Tuesday, June 9th. Investors of record on Tuesday, May 26th will be given a $1.34 dividend. The ex-dividend date is Tuesday, May 26th. This represents a $5.36 dividend on an annualized basis and a yield of 2.3%. This is a boost from Johnson & Johnson's previous quarterly dividend of $1.30. Johnson & Johnson's payout ratio is currently 61.97%.

Johnson & Johnson 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.

Want to see what other hedge funds are holding JNJ? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for Johnson & Johnson (NYSE:JNJ - Free Report).

This instant news alert was generated by narrative science technology and financial data from MarketBeat in order to provide readers with the fastest reporting and unbiased coverage. Please send any questions or comments about this story to contact@marketbeat.com.