Compass Financial Management LLC Invests $1.42 Million in Johnson & Johnson $JNJ

Key Points

• Compass Financial Management acquired 5,572 Johnson & Johnson shares worth approximately $1.42 million in the second quarter. Institutional investors collectively own 69.55% of J&J’s outstanding stock.
• Analysts maintain a positive outlook, with the stock carrying a “Moderate Buy” consensus rating and an average price target of $274.13. Several firms recently raised their targets to between $282 and $298.
• J&J exceeded quarterly earnings and revenue expectations, reporting $2.90 EPS and $25.31 billion in revenue, while paying a quarterly dividend of $1.34. However, the stock is near its 12-month high and trades at roughly 31 times earnings, raising valuation and momentum concerns.

Compass Financial Management LLC acquired a new stake in shares of Johnson & Johnson (NYSE:JNJ - Free Report) during the second quarter, according to its most recent disclosure with the SEC. The fund acquired 5,572 shares of the company's stock, valued at approximately $1,417,000.

Several other hedge funds and other institutional investors also recently added to or reduced their stakes in the company. Outlook Capital Management LLC bought a new position in shares of Johnson & Johnson in the second quarter worth approximately $28,000. Blueline Advisors LLC bought a new stake in shares of Johnson & Johnson during the 4th quarter valued at $25,000. Matrix Trust Co lifted its stake in shares of Johnson & Johnson by 56.2% during the 2nd quarter. Matrix Trust Co now owns 150 shares of the company's stock valued at $38,000 after buying an additional 54 shares in the last quarter. Montgomery Financial Services LLC purchased a new position in shares of Johnson & Johnson during the 2nd quarter valued at $43,000. Finally, MidAtlantic Capital Management Inc. bought a new position in Johnson & Johnson in the 4th quarter worth $37,000. 69.55% of the stock is owned by hedge funds and other institutional investors.

Analysts Set New Price Targets

JNJ has been the topic of a number of recent analyst reports. Royal Bank Of Canada raised their price target on Johnson & Johnson from $265.00 to $287.00 and gave the company an "outperform" rating in a report on Monday, July 13th. Wells Fargo & Company lifted their target price on Johnson & Johnson from $272.00 to $282.00 and gave the company an "overweight" rating in a research note on Monday, August 3rd. Johnson Rice reissued a "buy" rating on shares of Johnson & Johnson in a report on Monday, August 3rd. Citigroup increased their price objective on shares of Johnson & Johnson from $285.00 to $298.00 and gave the company a "buy" rating in a report on Wednesday, July 8th. Finally, The Goldman Sachs Group reiterated a "buy" rating and set a $282.00 price objective on shares of Johnson & Johnson in a research report on Thursday, July 16th. One equities research analyst has rated the stock with a Strong Buy rating, eighteen have assigned a Buy rating and six have assigned a Hold rating to the company's stock. Based on data from MarketBeat.com, the stock presently has an average rating of "Moderate Buy" and an average target price of $274.13.

Johnson & Johnson Price Performance

NYSE:JNJ opened at $265.91 on Monday. The company has a current ratio of 1.09, a quick ratio of 0.81 and a debt-to-equity ratio of 0.44. The company has a market capitalization of $640.82 billion, a P/E ratio of 30.81, a P/E/G ratio of 2.54 and a beta of 0.24. Johnson & Johnson has a 12 month low of $173.33 and a 12 month high of $281.07. The business's 50-day moving average is $263.03 and its 200 day moving average is $245.93.

Johnson & Johnson (NYSE:JNJ - Get Free Report) last released its quarterly earnings results on Wednesday, July 15th. The company reported $2.90 earnings per share for the quarter, beating the consensus estimate of $2.84 by $0.06. Johnson & Johnson had a return on equity of 32.42% and a net margin of 21.48%.The business had revenue of $25.31 billion during the quarter, compared to analysts' expectations of $25.06 billion. During the same quarter last year, the business posted $2.77 EPS. The firm's revenue for the quarter was up 6.6% compared to the same quarter last year. Johnson & Johnson has set its FY 2026 guidance at 11.600-11.750 EPS. On average, equities research analysts forecast that Johnson & Johnson will post 11.61 earnings per share for the current fiscal year.

Johnson & Johnson Announces Dividend

The firm also recently announced a quarterly dividend, which was paid on Tuesday, September 8th. Investors of record on Tuesday, August 25th were issued a $1.34 dividend. The ex-dividend date of this dividend was Tuesday, August 25th. This represents a $5.36 dividend on an annualized basis and a dividend yield of 2.0%. Johnson & Johnson's dividend payout ratio (DPR) is 62.11%.

Key Headlines Impacting Johnson & Johnson

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

• Positive Sentiment: Johnson & Johnson received CE Marking in Europe for ACUVUE OASYS MAX 2-Week reusable contact lenses, expanding its Vision Care product portfolio. The approval could support future sales, though its immediate financial impact is likely limited. Johnson & Johnson Receives CE Marking for ACUVUE OASYS MAX Reusable Contact Lenses
• Positive Sentiment: China approved Icotyde, J&J’s once-daily oral treatment for moderate-to-severe plaque psoriasis. The drug gives the company access to a large patient population and may attract patients who prefer an oral therapy to injectable alternatives, creating a potential growth catalyst. Could Icotyde Become Johnson & Johnson’s Next Blockbuster in China?
• Positive Sentiment: Investor-focused coverage continues to highlight J&J as a Dividend Aristocrat that has maintained and increased its payout through past crises, supporting its appeal as a defensive income stock. The company also recently exceeded quarterly earnings and revenue expectations. 3 Top Dividend Aristocrats To Own Near All-Time Highs
• Neutral Sentiment: J&J is trading near its 12-month high after a strong advance, indicating sustained market confidence but also leaving less room for upside without additional earnings growth.
• Negative Sentiment: Analysts are questioning whether the rally is losing momentum. With shares valued at roughly 31 times earnings, profit-taking or valuation concerns could weigh on the stock despite the company’s defensive qualities and new growth opportunities. JNJ Stock: Is the Rally Running Out of Steam?

Insider Buying and Selling at Johnson & Johnson

In other news, EVP Timothy Schmid sold 33,597 shares of the business's stock in a transaction dated Wednesday, September 2nd. The shares were sold at an average price of $274.74, for a total value of $9,230,439.78. Following the sale, the executive vice president directly owned 25,447 shares in the company, valued at $6,991,308.78. The trade was a 56.90% decrease in their position. The transaction was disclosed in a filing with the SEC, which is available at the SEC website. Also, EVP Elizabeth Forminard sold 15,918 shares of the stock in a transaction dated Thursday, August 6th. The shares were sold at an average price of $257.00, for a total transaction of $4,090,926.00. Following the completion of the transaction, the executive vice president directly owned 16,994 shares of the company's stock, valued at approximately $4,367,458. The trade was a 48.37% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Over the last three months, insiders have sold 87,569 shares of company stock worth $23,064,544. Company insiders own 0.16% of the company's stock.

Johnson & Johnson Profile

Johnson & Johnson NYSE: JNJ is a global healthcare company that develops, manufactures and markets pharmaceutical and medical device products. Founded in 1886 and headquartered in New Brunswick, New Jersey, the company serves patients, healthcare professionals and institutions in markets around the world.

Johnson & Johnson operates through two primary business segments: Innovative Medicine and MedTech. Innovative Medicine focuses on prescription treatments in areas including immunology, oncology, neuroscience, cardiovascular and metabolic disease, infectious diseases, and pulmonary hypertension.

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