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Anchyra Partners LLC Makes New Investment in Johnson & Johnson $JNJ

Johnson & Johnson logo with Medical background
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Key Points

  • Anchyra Partners LLC opened a new position in Johnson & Johnson (NYSE:JNJ) in Q4, buying 6,007 shares worth about $1.24 million, according to its latest 13F filing.
  • J&J beat Q1 estimates with EPS of $2.70 (vs. $2.68 expected) and revenue of $24.06 billion, and set FY2026 guidance of $11.45–$11.65 EPS (consensus ~11.57).
  • The company raised its quarterly dividend to $1.34 (annualized $5.36, yield 2.3%, ex-dividend May 26), while positive pipeline news (FDA priority review/clinical readouts) and analyst upgrades support a consensus “Moderate Buy” and an average price target near $252.48.
  • Five stocks we like better than Johnson & Johnson.

Anchyra Partners LLC acquired a new position in Johnson & Johnson (NYSE:JNJ - Free Report) during the 4th quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The institutional investor acquired 6,007 shares of the company's stock, valued at approximately $1,243,000.

Other institutional investors and hedge funds have also bought and sold shares of the company. AustralianSuper Pty Ltd grew its stake in Johnson & Johnson by 632.0% during the third quarter. AustralianSuper Pty Ltd now owns 89,183 shares of the company's stock valued at $16,536,000 after acquiring an additional 77,000 shares in the last quarter. J.W. Cole Advisors Inc. boosted its holdings in Johnson & Johnson by 2.2% in the 3rd quarter. J.W. Cole Advisors Inc. now owns 130,934 shares of the company's stock valued at $24,278,000 after purchasing an additional 2,769 shares during the period. Guinness Asset Management LTD grew its position in shares of Johnson & Johnson by 0.4% during the 3rd quarter. Guinness Asset Management LTD now owns 1,383,195 shares of the company's stock valued at $251,216,000 after purchasing an additional 5,994 shares in the last quarter. Greenberg Financial Group bought a new position in shares of Johnson & Johnson in the fourth quarter worth $954,000. Finally, National Pension Service increased its holdings in shares of Johnson & Johnson by 3.2% in the third quarter. National Pension Service now owns 4,926,569 shares of the company's stock worth $913,484,000 after purchasing an additional 151,707 shares during the period. 69.55% of the stock is owned by hedge funds and other institutional investors.

Johnson & Johnson Price Performance

Shares of Johnson & Johnson stock opened at $230.14 on Friday. The company's fifty day simple moving average is $238.83 and its two-hundred day simple moving average is $219.50. Johnson & Johnson has a 12-month low of $146.12 and a 12-month high of $251.71. The firm has a market cap of $554.00 billion, a PE ratio of 26.61, a price-to-earnings-growth ratio of 2.23 and a beta of 0.34. The company has a quick ratio of 0.77, a current ratio of 1.03 and a debt-to-equity ratio of 0.46.

Johnson & Johnson (NYSE:JNJ - Get Free Report) last posted its earnings results on Tuesday, April 14th. The company reported $2.70 earnings per share (EPS) for the quarter, beating 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 firm had revenue of $24.06 billion for the quarter, compared to analysts' expectations of $23.60 billion. During the same period in the previous year, the firm earned $2.77 earnings per share. The business's 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 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 will be paid on Tuesday, June 9th. Shareholders of record on Tuesday, May 26th will be issued a $1.34 dividend. 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. The ex-dividend date is Tuesday, May 26th. Johnson & Johnson's dividend payout ratio is currently 60.12%.

Insider Buying and Selling

In other Johnson & Johnson news, EVP Vanessa Broadhurst sold 6,197 shares of the firm's stock in a transaction dated Tuesday, February 17th. The shares were sold at an average price of $243.39, for a total transaction of $1,508,287.83. Following the completion of the sale, the executive vice president directly owned 23,003 shares in the company, valued at approximately $5,598,700.17. This trade represents a 21.22% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through this hyperlink. Also, EVP Timothy Schmid sold 22,623 shares of the business's stock in a transaction that occurred on Wednesday, February 18th. The stock was sold at an average price of $244.33, for a total transaction of $5,527,477.59. Following the completion of the transaction, the executive vice president owned 26,769 shares of the company's stock, valued at approximately $6,540,469.77. The trade was a 45.80% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders have sold 30,142 shares of company stock valued at $7,360,528 in the last ninety days. Insiders own 0.16% of the company's stock.

Analyst Ratings Changes

A number of equities analysts have weighed in on JNJ shares. Guggenheim upped their target price on Johnson & Johnson from $244.00 to $266.00 and gave the stock a "buy" rating in a research note on Monday, April 20th. Citigroup boosted their price objective on Johnson & Johnson from $274.00 to $285.00 and gave the stock a "buy" rating in a report on Tuesday, April 7th. Loop Capital set a $220.00 price objective on shares of Johnson & Johnson in a research report on Tuesday, January 27th. Wall Street Zen downgraded shares of Johnson & Johnson from a "buy" rating to a "hold" rating in a research note on Saturday, February 14th. Finally, Morgan Stanley set a $283.00 price target on shares of Johnson & Johnson in a research note on Wednesday, April 15th. Eighteen equities research analysts have rated the stock with a Buy rating and nine have assigned a Hold rating to the company's stock. According to MarketBeat.com, Johnson & Johnson has a consensus rating of "Moderate Buy" and an average price target of $252.48.

View Our Latest Analysis on Johnson & Johnson

Johnson & Johnson News Roundup

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

  • Positive Sentiment: FDA priority review and label expansion lift pipeline outlook — the FDA granted Priority Review for IMAAVY in warm autoimmune hemolytic anemia and approved a supplemental NDA for CAPLYTA, broadening J&J’s late‑stage and approved drug mix and improving near‑term revenue/valuation visibility. FDA Decisions Put Johnson & Johnson’s Growth And Valuation In Focus
  • Positive Sentiment: Clinical readout supports commercial potential — updated Phase 3 Vivacity‑MG3 data show sustained efficacy for IMAAVY in generalized myasthenia, strengthening the drug’s commercial case if approved and reducing clinical risk for a material growth driver. Johnson & Johnson (JNJ) Highlights Sustained Efficacy in Vivacity-MG3 Trial
  • Positive Sentiment: Orderly IR succession reduces governance risk — J&J named Ryan Koors as Vice President, Investor Relations (effective May 7), replacing Darren Snellgrove; the quick internal replacement suggests continuity in communications with investors. Johnson & Johnson Appoints Ryan Koors as Vice President, Investor Relations
  • Positive Sentiment: Analyst upgrades lift earnings outlook — Erste Group nudged up FY2026/27 EPS estimates for JNJ, signaling modestly stronger consensus fundamentals that can support multiple expansion. (Analyst note reported April 27)
  • Neutral Sentiment: Talent move to Halozyme could be mixed — Halozyme’s appointment of a new CFO (a veteran from J&J) highlights J&J’s role as a talent source; impact on JNJ is likely neutral given the rapid IR replacement but worth watching for further departures. Halozyme Appoints New Chief Financial Officer to Drive Growth

Johnson & Johnson Profile

(Free Report)

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.

See Also

Institutional Ownership by Quarter for Johnson & Johnson (NYSE:JNJ)

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.

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