Capital International Sarl Makes New Investment in Johnson & Johnson $JNJ

Key Points

• Capital International Sarl opened a new position in Johnson & Johnson during the fourth quarter, buying 4,413 shares worth about $913,000.
• Analysts have been increasingly positive on J&J, with several firms raising price targets and the stock now carrying a Moderate Buy consensus and average target price of $253.04.
• Johnson & Johnson recently reported strong results, beating EPS and revenue estimates, and also raised its quarterly dividend to $1.34 per share from $1.30.

Capital International Sarl acquired a new position in shares of Johnson & Johnson (NYSE:JNJ - Free Report) during the fourth quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The firm acquired 4,413 shares of the company's stock, valued at approximately $913,000.

A number of other hedge funds have also recently added to or reduced their stakes in JNJ. Blueline Advisors LLC bought a new position in Johnson & Johnson during the 4th quarter worth $25,000. Abich Financial Wealth Management LLC bought a new position in shares of Johnson & Johnson in the 3rd quarter valued at $26,000. Cresta Advisors Ltd. bought a new position in shares of Johnson & Johnson in the 4th quarter valued at $26,000. DecisionPoint Financial LLC increased its stake in shares of Johnson & Johnson by 104.2% in the 4th quarter. DecisionPoint Financial LLC now owns 147 shares of the company's stock valued at $30,000 after purchasing an additional 75 shares during the last quarter. Finally, Family CFO Inc bought a new position in shares of Johnson & Johnson in the 4th quarter valued at $31,000. Institutional investors own 69.55% of the company's stock.

Wall Street Analysts Forecast Growth

Several equities analysts have recently issued reports on JNJ shares. Daiwa Securities Group lifted their price target on Johnson & Johnson from $237.00 to $246.00 and gave the company an "outperform" rating in a research note on Thursday, April 16th. Guggenheim lifted their price target on Johnson & Johnson from $244.00 to $266.00 and gave the company a "buy" rating in a research note on Monday, April 20th. Johnson Rice upgraded Johnson & Johnson from a "hold" rating to an "outperform" rating in a research report on Wednesday, May 13th. Wall Street Zen lowered Johnson & Johnson from a "buy" rating to a "hold" rating in a research report on Saturday, February 14th. Finally, Barclays boosted their price objective on Johnson & Johnson from $234.00 to $255.00 and gave the stock an "equal weight" rating in a research report on Wednesday, April 15th. Twenty analysts have rated the stock with a Buy rating and seven have issued a Hold rating to the company's stock. Based on data from MarketBeat, the stock has an average rating of "Moderate Buy" and an average target price of $253.04.

Key Johnson & Johnson News

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

• Positive Sentiment: Johnson & Johnson agreed to buy Firefly Bio for $1 billion, adding a novel degrader antibody conjugate platform that could broaden its oncology pipeline and improve its position in difficult-to-treat cancers. Johnson & Johnson to Acquire Firefly Bio, Inc. to Expand Oncology Pipeline with Novel Degrader Antibody Conjugate Platform
• Positive Sentiment: The Firefly deal signals continued capital deployment into high-value cancer assets, which can support investor confidence in J&J’s long-term earnings growth beyond its core healthcare franchise. Johnson & Johnson to buy Firefly Bio for $1 billion
• Neutral Sentiment: Commentary highlighting J&J as a “cheap robotics stock” focused on coronary artery disease treatment may reinforce the company’s medical technology story, but it is not a major new catalyst on its own. Johnson & Johnson (JNJ): A Cheap Robotics Stock Redefining Coronary Artery Disease Treatment
• Neutral Sentiment: A separate mention that J&J received a buy rating from Guggenheim may be supportive, but the note appears older and less likely to be driving today’s move. Johnson & Johnson (JNJ) Gets a Buy from Guggenheim

Johnson & Johnson Trading Down 0.3%

Shares of JNJ stock opened at $232.17 on Tuesday. The firm has a market capitalization of $558.89 billion, a P/E ratio of 26.84, a P/E/G ratio of 2.28 and a beta of 0.26. Johnson & Johnson has a twelve month low of $149.04 and a twelve month high of $251.71. The company has a quick ratio of 0.77, a current ratio of 1.03 and a debt-to-equity ratio of 0.46. The stock's fifty day simple moving average is $231.83 and its 200 day simple moving average is $226.38.

Johnson & Johnson (NYSE:JNJ - Get Free Report) last issued its quarterly earnings data on Tuesday, April 14th. The company reported $2.70 earnings per share 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 32.60% and a net margin of 21.83%.Johnson & Johnson's quarterly revenue was up 9.9% compared to the same quarter last year. During the same quarter in the previous year, the company posted $2.77 EPS. Johnson & Johnson has set its FY 2026 guidance at 11.450-11.650 EPS. As a group, sell-side analysts predict that Johnson & Johnson will post 11.57 EPS for the current fiscal year.

Johnson & Johnson Increases Dividend

The business also recently announced a quarterly dividend, which will be paid on Tuesday, June 9th. Shareholders of record on Tuesday, May 26th will be issued a dividend of $1.34 per share. This represents a $5.36 annualized dividend and a yield of 2.3%. The ex-dividend date of this dividend is Tuesday, May 26th. This is a boost from Johnson & Johnson's previous quarterly dividend of $1.30. Johnson & Johnson's dividend payout ratio (DPR) is presently 61.97%.

Johnson & Johnson Company 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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