D.A. Davidson & CO. lowered its holdings in Johnson & Johnson (NYSE:JNJ - Free Report) by 1.3% during the 4th quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm owned 714,597 shares of the company's stock after selling 9,309 shares during the period. Johnson & Johnson makes up about 0.9% of D.A. Davidson & CO.'s holdings, making the stock its 21st biggest position. D.A. Davidson & CO.'s holdings in Johnson & Johnson were worth $147,886,000 as of its most recent SEC filing.
Other hedge funds and other institutional investors also recently modified their holdings of the company. Abich Financial Wealth Management LLC bought a new stake in shares of Johnson & Johnson in the third quarter valued at approximately $26,000. DecisionPoint Financial LLC raised its position in shares of Johnson & Johnson by 104.2% in the fourth 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 period. Family CFO Inc bought a new stake in Johnson & Johnson during the 4th quarter worth approximately $31,000. Stone House Investment Management LLC increased its holdings in Johnson & Johnson by 58.9% during the 4th quarter. Stone House Investment Management LLC now owns 197 shares of the company's stock worth $41,000 after acquiring an additional 73 shares during the period. Finally, Semmax Financial Advisors Inc. increased its holdings in Johnson & Johnson by 55.0% during the 2nd quarter. Semmax Financial Advisors Inc. now owns 203 shares of the company's stock worth $31,000 after acquiring an additional 72 shares during the period. Institutional investors own 69.55% of the company's stock.
Insiders Place Their Bets
In other news, EVP Vanessa Broadhurst sold 6,197 shares of the stock in a transaction on Tuesday, February 17th. The shares were sold at an average price of $243.39, for a total value of $1,508,287.83. Following the transaction, the executive vice president owned 23,003 shares of the company's stock, valued at $5,598,700.17. This represents a 21.22% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available at this link. Also, EVP Timothy Schmid sold 22,623 shares of the company's stock in a transaction on Wednesday, February 18th. The shares were sold at an average price of $244.33, for a total transaction of $5,527,477.59. Following the completion of the sale, the executive vice president directly owned 26,769 shares of the company's stock, valued at $6,540,469.77. This trade represents a 45.80% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold a total of 30,142 shares of company stock worth $7,360,528 in the last three months. Insiders own 0.16% of the company's stock.
Wall Street Analyst Weigh In
A number of analysts recently weighed in on the stock. Daiwa Securities Group upped their target price on shares of Johnson & Johnson from $237.00 to $246.00 and gave the stock an "outperform" rating in a report on Thursday, April 16th. Wells Fargo & Company upped their target price on shares of Johnson & Johnson from $240.00 to $263.00 and gave the stock an "overweight" rating in a report on Wednesday, April 15th. Scotiabank reaffirmed an "outperform" rating on shares of Johnson & Johnson in a report on Thursday, January 22nd. Raymond James Financial upped their target price on shares of Johnson & Johnson from $237.00 to $258.00 and gave the stock an "outperform" rating in a report on Wednesday, April 15th. Finally, Argus upped their target price on shares of Johnson & Johnson from $240.00 to $275.00 and gave the stock a "buy" rating in a report on Thursday, April 16th. Eighteen investment analysts have rated the stock with a Buy rating and nine have issued a Hold rating to the company. According to data from MarketBeat, the company has a consensus rating of "Moderate Buy" and an average price target of $252.48.
Check Out Our Latest Stock Report on JNJ
Key Johnson & Johnson News
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 Price Performance
Shares of NYSE:JNJ opened at $230.14 on Friday. The company's fifty day moving average price is $238.83 and its 200-day moving average price is $219.50. The firm has a market capitalization of $554.00 billion, a price-to-earnings ratio of 26.61, a PEG ratio of 2.23 and a beta of 0.34. Johnson & Johnson has a one year low of $146.12 and a one year high of $251.71. The company has a debt-to-equity ratio of 0.46, a current ratio of 1.03 and a quick ratio of 0.77.
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 firm had revenue of $24.06 billion for the quarter, compared to analyst estimates of $23.60 billion. Johnson & Johnson had a net margin of 21.83% and a return on equity of 32.60%. The business's revenue for the quarter was up 9.9% compared to the same quarter last year. During the same quarter in the prior year, the firm earned $2.77 EPS. Johnson & Johnson has set its FY 2026 guidance at 11.450-11.650 EPS. On average, equities research analysts anticipate that Johnson & Johnson will post 11.57 earnings per share for the current fiscal year.
Johnson & Johnson Increases Dividend
The business also recently declared a quarterly dividend, which will be paid on Tuesday, June 9th. Stockholders 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 dividend yield of 2.3%. The ex-dividend date of this dividend is Tuesday, May 26th. This is a positive change from Johnson & Johnson's previous quarterly dividend of $1.30. Johnson & Johnson's payout ratio is currently 60.12%.
Johnson & Johnson Company 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.
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