Cantor Fitzgerald Investment Advisors L.P. Has $22.06 Million Holdings in Johnson & Johnson $JNJ

Key Points

• Cantor Fitzgerald Investment Advisors cut its Johnson & Johnson stake by 14% to 106,583 shares, leaving holdings worth about $22.06 million (JNJ is its 12th largest position, ~1.6% of the firm's portfolio).
• Johnson & Johnson beat Q1 expectations and raised FY‑2026 EPS guidance to roughly 11.45–11.65, and the board increased the quarterly dividend to $1.34, marking the 64th consecutive annual raise.
• Insiders have sold a total of 30,142 shares (about $7.36 million) in the past 90 days, even as analysts remain broadly positive with a consensus "Moderate Buy" and a ~$238.17 price target.

Cantor Fitzgerald Investment Advisors L.P. lessened its position in Johnson & Johnson (NYSE:JNJ - Free Report) by 14.0% in the fourth quarter, according to its most recent disclosure with the SEC. The firm owned 106,583 shares of the company's stock after selling 17,379 shares during the period. Johnson & Johnson makes up about 1.6% of Cantor Fitzgerald Investment Advisors L.P.'s holdings, making the stock its 12th largest position. Cantor Fitzgerald Investment Advisors L.P.'s holdings in Johnson & Johnson were worth $22,057,000 at the end of the most recent reporting period.

Other hedge funds have also recently added to or reduced their stakes in the company. AustralianSuper Pty Ltd lifted its holdings in shares of Johnson & Johnson by 632.0% in the third quarter. AustralianSuper Pty Ltd now owns 89,183 shares of the company's stock valued at $16,536,000 after purchasing an additional 77,000 shares in the last quarter. J.W. Cole Advisors Inc. lifted its holdings in shares of Johnson & Johnson by 2.2% in the third 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 in the last quarter. Guinness Asset Management LTD lifted its holdings in shares of Johnson & Johnson by 0.4% in the third 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 valued at approximately $954,000. Finally, National Pension Service lifted 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 valued at $913,484,000 after purchasing an additional 151,707 shares in the last quarter. Institutional investors and hedge funds own 69.55% of the company's stock.

Insiders Place Their Bets

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

Key Stories Impacting Johnson & Johnson

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

• Positive Sentiment: Q1 beat and raised FY guidance — J&J reported Q1 revenue of $24.06B and EPS of $2.70 (above estimates) and updated FY26 EPS guidance to the mid‑range (~$11.45–11.65) while nudging revenue targets higher, which underpins today’s bullish move. Johnson & Johnson reports Q1 2026 results, raises 2026 outlook
• Positive Sentiment: Dividend raise — the board increased the quarterly payout to $1.34 (3.1% increase), marking J&J’s 64th consecutive annual increase; this strengthens the stock’s appeal to income investors. Johnson & Johnson Announces 64th Consecutive Year of Dividend Increase; Raises Quarterly Dividend by 3.1%
• Positive Sentiment: Product momentum — strong sales for oncology drug Darzalex, Tremfya and faster‑growing Spravato (esketamine) support top‑line strength and helped offset other weakness. J&J's first-quarter profit beats estimates even as Stelara sales disappoint
• Neutral Sentiment: Analyst and market reaction is mixed — several bullish writeups and a raised price target contrast with cautious notes about the guidance nuance; this is supporting constructive but measured investor interest. Johnson & Johnson Price Target Raised to $267.00
• Neutral Sentiment: Broader sector signal — J&J’s beat is being read as a positive indicator for healthcare ETFs and peers, so flows into the sector may influence JNJ momentum. What Johnson & Johnson Earnings Signal for Healthcare ETFs
• Negative Sentiment: Stelara decline and cash‑flow softness — a steep drop in Stelara sales and a reported fall in free cash flow are offsets investors are watching; these were cited as reasons for an early intraday pullback in some coverage. Johnson & Johnson Q1 Performance: Cancer Drug Revenue Grows, Free Cash Flow Falls, Hikes Dividend
• Negative Sentiment: Guidance nuance — some outlets flagged the sales/growth outlook as modest versus high investor expectations, which can cap upside until the company proves sustained acceleration. Johnson & Johnson Earnings: JNJ Stock Slips on Modest 2026 Sales Forecast despite Q1 Beat

Analysts Set New Price Targets

JNJ has been the topic of a number of recent research reports. JPMorgan Chase & Co. raised their target price on Johnson & Johnson from $225.00 to $250.00 and gave the company a "neutral" rating in a report on Thursday, March 5th. Guggenheim raised their target price on Johnson & Johnson from $240.00 to $244.00 and gave the company a "buy" rating in a report on Tuesday, April 7th. HSBC lifted their price target on Johnson & Johnson from $265.00 to $280.00 and gave the stock a "buy" rating in a report on Tuesday, March 17th. Loop Capital set a $220.00 price target on Johnson & Johnson in a report on Tuesday, January 27th. Finally, Morgan Stanley lifted their price target on Johnson & Johnson from $262.00 to $267.00 and gave the stock an "overweight" rating in a report on Friday, April 10th. One research analyst has rated the stock with a Strong Buy rating, seventeen have issued a Buy rating and nine have assigned a Hold rating to the stock. Based on data from MarketBeat, the stock currently has a consensus rating of "Moderate Buy" and a consensus price target of $238.17.

Johnson & Johnson Stock Performance

Shares of Johnson & Johnson stock opened at $240.14 on Wednesday. The business's fifty day simple moving average is $241.58 and its 200 day simple moving average is $216.38. The firm has a market capitalization of $578.40 billion, a P/E ratio of 21.73, a price-to-earnings-growth ratio of 2.37 and a beta of 0.34. Johnson & Johnson has a 12 month low of $146.12 and a 12 month high of $251.71. The company has a current ratio of 1.03, a quick ratio of 0.77 and a debt-to-equity ratio of 0.48.

Johnson & Johnson (NYSE:JNJ - Get Free Report) last issued its quarterly earnings results on Tuesday, April 14th. The company reported $2.70 EPS for the quarter, topping analysts' consensus estimates of $2.68 by $0.02. The business had revenue of $24.06 billion for the quarter, compared to analyst estimates of $23.60 billion. Johnson & Johnson had a return on equity of 33.04% and a net margin of 28.46%.Johnson & Johnson's quarterly revenue was up 9.9% compared to the same quarter last year. During the same period last year, the company posted $2.77 earnings per share. Johnson & Johnson has set its FY 2026 guidance at 11.450-11.650 EPS. As a group, analysts anticipate that Johnson & Johnson will post 10.58 EPS for the current year.

Johnson & Johnson Increases Dividend

The company also recently announced a quarterly dividend, which will be paid on Tuesday, June 9th. Shareholders of record on Tuesday, May 26th will be paid a $1.34 dividend. The ex-dividend date is Tuesday, May 26th. This is a boost from Johnson & Johnson's previous quarterly dividend of $1.30. This represents a $5.36 annualized dividend and a dividend yield of 2.2%. Johnson & Johnson's dividend payout ratio is presently 47.06%.

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.

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