Compass Wealth Management LLC Invests $1.01 Million in Johnson & Johnson $JNJ

Key Points

• Compass Wealth Management purchased 3,985 Johnson & Johnson shares worth approximately $1.01 million in the second quarter, while institutional investors collectively own 69.55% of the company.
• Analysts maintain a favorable outlook, with J&J carrying a “Moderate Buy” consensus rating and an average price target of $268.22.
• J&J exceeded quarterly earnings and revenue expectations, reporting $2.90 EPS and $25.31 billion in revenue, and declared a quarterly dividend of $1.34 per share, representing a 2.0% yield.

Compass Wealth Management LLC purchased a new stake in Johnson & Johnson (NYSE:JNJ - Free Report) in the second quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm purchased 3,985 shares of the company's stock, valued at approximately $1,012,000.

Several other institutional investors have also recently bought and sold shares of JNJ. World Investment Advisors increased its stake in 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 purchasing an additional 26,450 shares in the last quarter. Principal Financial Group Inc. boosted its position in shares of Johnson & Johnson by 0.8% during the fourth quarter. Principal Financial Group Inc. now owns 3,410,177 shares of the company's stock worth $705,736,000 after purchasing an additional 28,370 shares in the last quarter. Signal Advisors Wealth LLC grew its holdings in shares of Johnson & Johnson by 76.1% in the 1st quarter. Signal Advisors Wealth LLC now owns 15,126 shares of the company's stock valued at $3,697,000 after buying an additional 6,539 shares during the period. Louisiana State Employees Retirement System bought a new stake in shares of Johnson & Johnson in the first quarter worth about $30,017,000. Finally, Brighton Jones LLC raised its holdings in Johnson & Johnson by 13.9% during the 4th quarter. Brighton Jones LLC now owns 51,876 shares of the company's stock worth $7,502,000 after buying an additional 6,332 shares during the period. Institutional investors own 69.55% of the company's stock.

Wall Street Analyst Weigh In

Several equities research analysts have recently issued reports on the stock. Leerink Partners raised shares of Johnson & Johnson from a "market perform" rating to an "outperform" rating and set a $265.00 price objective for the company in a research report on Wednesday, May 13th. HSBC set a $290.00 price objective on shares of Johnson & Johnson and gave the company a "buy" rating in a research report on Monday, July 6th. Raymond James Financial set a $280.00 target price on Johnson & Johnson in a report on Monday, August 3rd. Guggenheim lifted their price target on Johnson & Johnson from $270.00 to $287.00 and gave the company a "buy" rating in a research note on Thursday, August 6th. Finally, Johnson Rice restated a "buy" rating on shares of Johnson & Johnson in a report on Monday, August 3rd. One research analyst has rated the stock with a Strong Buy rating, eighteen have issued a Buy rating and six have given a Hold rating to the company. According to data from MarketBeat.com, the stock presently has an average rating of "Moderate Buy" and an average target price of $268.22.

Johnson & Johnson Stock Performance

Shares of JNJ opened at $265.79 on Tuesday. The stock has a market capitalization of $640.53 billion, a price-to-earnings ratio of 30.80, a PEG ratio of 2.56 and a beta of 0.24. Johnson & Johnson has a 12 month low of $173.33 and a 12 month high of $276.47. The firm has a fifty day simple moving average of $259.57 and a 200 day simple moving average of $244.17. The company has a current ratio of 1.09, a quick ratio of 0.81 and a debt-to-equity ratio of 0.44.

Johnson & Johnson (NYSE:JNJ - Get Free Report) last issued its quarterly earnings results on Wednesday, July 15th. The company reported $2.90 earnings per share (EPS) for the quarter, beating the consensus estimate of $2.84 by $0.06. Johnson & Johnson had a net margin of 21.48% and a return on equity of 32.42%. The firm had revenue of $25.31 billion for the quarter, compared to analyst estimates of $25.06 billion. During the same period in the previous year, the business earned $2.77 EPS. The company's revenue 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. Research analysts forecast that Johnson & Johnson will post 11.61 EPS for the current fiscal year.

Johnson & Johnson Announces Dividend

The business also recently announced a quarterly dividend, which will be paid on Tuesday, September 8th. Investors of record on Tuesday, August 25th will be issued a dividend of $1.34 per share. This represents a $5.36 annualized dividend and a yield of 2.0%. The ex-dividend date is Tuesday, August 25th. Johnson & Johnson's dividend payout ratio is presently 62.11%.

Key Stories Impacting Johnson & Johnson

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

• Positive Sentiment: Johnson & Johnson continues to attract attention as a defensive, income-oriented healthcare holding. Commentary highlights the company’s history of maintaining and increasing dividends through recessions, which may support demand from long-term and retirement-focused investors. Two Recessions Couldn’t Stop These 4 Healthcare Stocks From Raising Dividends
• Positive Sentiment: An article reviewing J&J’s investments in 15 biotech and medtech companies points to potential strategic value and future upside from its investment portfolio, although these holdings are not currently a major earnings driver. Johnson & Johnson Owns Stakes in 15 Stocks. Here’s the Best of the Bunch.
• Neutral Sentiment: J&J will hold a conference call on October 13 to discuss third-quarter results. Chief Executive Officer Joaquin Duato, Chief Financial Officer Joseph Wolk, and other executives will participate. The event could provide a catalyst through updated guidance, pharmaceutical sales trends, and management commentary, but it does not change current fundamentals. Johnson & Johnson to Host Investor Conference Call on Third-Quarter Results
• Neutral Sentiment: Recent commentary compares JNJ’s performance with the consumer-staples sector and highlights its exposure to artificial-intelligence-related investments. These themes may improve investor visibility, but neither represents a new company announcement or near-term earnings catalyst. Johnson & Johnson Stock: Is JNJ Outperforming the Consumer Staples Sector?

Insider Buying and Selling

In other Johnson & Johnson news, EVP Elizabeth Forminard sold 15,918 shares of the firm's stock in a transaction that occurred on Thursday, August 6th. The stock was sold at an average price of $257.00, for a total value of $4,090,926.00. Following the completion of the transaction, the executive vice president directly owned 16,994 shares in the company, valued at $4,367,458. This trade represents a 48.37% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available through this link. Also, EVP Jennifer L. Taubert sold 15,000 shares of the company's stock in a transaction that occurred on Monday, August 17th. The stock was sold at an average price of $263.36, for a total value of $3,950,400.00. Following the sale, the executive vice president owned 194,451 shares in the company, valued at approximately $51,210,615.36. This represents a 7.16% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders have sold 63,972 shares of company stock valued at $16,245,605 in the last ninety days. 0.16% of the stock is owned by company insiders.

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.

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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