AG Campbell Advisory LLC Buys Shares of 13,434 Johnson & Johnson $JNJ

Key Points

• AG Campbell Advisory LLC opened a new position in Johnson & Johnson, buying 13,434 shares valued at about $2.78 million in the fourth quarter.
• Johnson & Johnson reported better-than-expected quarterly results, with EPS of $2.70 beating estimates and revenue rising 9.9% year over year to $24.06 billion. The company also guided FY 2026 EPS to $11.45-$11.65.
• The company raised its quarterly dividend to $1.34 per share, or $5.36 annualized, yielding about 2.3%. It also has positive catalysts from pipeline progress, including encouraging clinical data for Erleada and a plan to invest more than $1 billion in a Florida manufacturing facility.

AG Campbell Advisory LLC acquired a new stake in Johnson & Johnson (NYSE:JNJ - Free Report) during the 4th quarter, according to the company in its most recent filing with the SEC. The institutional investor acquired 13,434 shares of the company's stock, valued at approximately $2,780,000. Johnson & Johnson accounts for 0.9% of AG Campbell Advisory LLC's holdings, making the stock its 14th biggest holding.

Other hedge funds and other institutional investors have also modified their holdings of the company. Greenberg Financial Group bought a new position in Johnson & Johnson during the 4th quarter valued at about $954,000. Mitsubishi UFJ Asset Management Co. Ltd. boosted its stake in Johnson & Johnson by 4.3% in the third quarter. Mitsubishi UFJ Asset Management Co. Ltd. now owns 5,030,835 shares of the company's stock worth $932,835,000 after purchasing an additional 208,765 shares in the last quarter. JT Stratford LLC grew its holdings in shares of Johnson & Johnson by 7.6% during the third quarter. JT Stratford LLC now owns 59,577 shares of the company's stock worth $11,047,000 after purchasing an additional 4,216 shares during the last quarter. World Investment Advisors raised its holdings in shares of Johnson & Johnson by 19.6% in the fourth quarter. World Investment Advisors now owns 161,343 shares of the company's stock valued at $33,390,000 after buying an additional 26,450 shares during the last quarter. Finally, Coldstream Capital Management Inc. lifted its position in shares of Johnson & Johnson by 9.8% during the third quarter. Coldstream Capital Management Inc. now owns 95,662 shares of the company's stock worth $17,738,000 after purchasing an additional 8,533 shares in the last quarter. 69.55% of the stock is currently owned by hedge funds and other institutional investors.

Johnson & Johnson Trading Down 0.0%

NYSE JNJ opened at $228.37 on Friday. The stock's 50 day moving average price is $230.61 and its two-hundred day moving average price is $228.09. 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 stock has a market capitalization of $549.73 billion, a price-to-earnings ratio of 26.40, a PEG ratio of 2.24 and a beta of 0.26. Johnson & Johnson has a 52 week low of $149.04 and a 52 week high of $251.71.

Johnson & Johnson (NYSE:JNJ - Get Free Report) last released its earnings results on Tuesday, April 14th. The company reported $2.70 earnings per share (EPS) for the quarter, beating analysts' consensus estimates of $2.68 by $0.02. Johnson & Johnson had a return on equity of 32.60% and a net margin of 21.83%.The business had revenue of $24.06 billion for the quarter, compared to the consensus estimate of $23.60 billion. During the same quarter in the previous year, the business earned $2.77 earnings per share. Johnson & Johnson's quarterly revenue was up 9.9% on a year-over-year basis. Johnson & Johnson has set its FY 2026 guidance at 11.450-11.650 EPS. As a group, analysts anticipate that Johnson & Johnson will post 11.57 earnings per share for the current fiscal 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 issued a $1.34 dividend. The ex-dividend date of this dividend was Tuesday, May 26th. This represents a $5.36 annualized dividend and a yield of 2.3%. This is an increase from Johnson & Johnson's previous quarterly dividend of $1.30. Johnson & Johnson's payout ratio is currently 61.97%.

Key Headlines Impacting 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 Transactions at Johnson & Johnson

In other 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 completion of the sale, the executive vice president owned 114,288 shares in the company, 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 legal filing with the SEC, which is available at this hyperlink. 0.16% of the stock is owned by company insiders.

Wall Street Analysts Forecast Growth

Several research analysts have recently issued reports on the stock. Citigroup raised their target price on shares of Johnson & Johnson from $274.00 to $285.00 and gave the company a "buy" rating in a research note on Tuesday, April 7th. Argus increased their price objective on shares of Johnson & Johnson from $240.00 to $275.00 and gave the company a "buy" rating in a report on Thursday, April 16th. Leerink Partners raised shares of Johnson & Johnson from a "market perform" rating to an "outperform" rating and set a $265.00 price objective on the stock in a research note on Wednesday, May 13th. Guggenheim upped their target price on shares of Johnson & Johnson from $244.00 to $266.00 and gave the company a "buy" rating in a research report on Monday, April 20th. Finally, Stifel Nicolaus upped their price objective on Johnson & Johnson from $220.00 to $250.00 and gave the company a "hold" rating in a report on Wednesday, April 15th. Twenty investment analysts have rated the stock with a Buy rating and seven have assigned a Hold rating to the stock. Based on data from MarketBeat, the stock has an average rating of "Moderate Buy" and an average target price of $253.04.

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.

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