DGS Capital Management LLC Boosts Position in Johnson & Johnson $JNJ

Key Points

• DGS Capital Management LLC increased its Johnson & Johnson stake by 41.2% in the first quarter, buying 3,976 additional shares and bringing its total to 13,631 shares valued at about $3.33 million.
• Analysts remain broadly positive on JNJ, with several firms raising price targets and the stock holding an overall Moderate Buy rating. MarketBeat says the average target price is $257.74, while JNJ recently traded above that level.
• Johnson & Johnson recently reported earnings that topped estimates and also raised its quarterly dividend to $1.34 per share, underscoring its steady financial performance and shareholder returns.

DGS Capital Management LLC raised its holdings in shares of Johnson & Johnson (NYSE:JNJ - Free Report) by 41.2% in the 1st quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The firm owned 13,631 shares of the company's stock after acquiring an additional 3,976 shares during the period. Johnson & Johnson makes up about 0.5% of DGS Capital Management LLC's portfolio, making the stock its 28th biggest position. DGS Capital Management LLC's holdings in Johnson & Johnson were worth $3,332,000 as of its most recent SEC filing.

Other large investors have also made changes to their positions in the company. Blueline Advisors LLC acquired a new position in Johnson & Johnson during the fourth quarter valued at $25,000. Cresta Advisors Ltd. acquired a new stake in Johnson & Johnson during the 4th quarter worth about $26,000. DecisionPoint Financial LLC grew its position in Johnson & Johnson by 104.2% during the 4th quarter. DecisionPoint Financial LLC now owns 147 shares of the company's stock worth $30,000 after purchasing an additional 75 shares during the period. Bay Harbor Wealth Management LLC raised its stake in shares of Johnson & Johnson by 49.0% during the 4th quarter. Bay Harbor Wealth Management LLC now owns 149 shares of the company's stock valued at $31,000 after buying an additional 49 shares during the last quarter. Finally, Family CFO Inc acquired a new position in shares of Johnson & Johnson in the 4th quarter valued at about $31,000. 69.55% of the stock is owned by hedge funds and other institutional investors.

Wall Street Analyst Weigh In

Several analysts recently commented on JNJ shares. Citigroup raised their target price on Johnson & Johnson from $285.00 to $298.00 and gave the stock a "buy" rating in a report on Wednesday. Wells Fargo & Company boosted their price target on Johnson & Johnson from $240.00 to $263.00 and gave the company an "overweight" rating in a report on Wednesday, April 15th. Morgan Stanley upped their price objective on Johnson & Johnson from $283.00 to $284.00 and gave the stock an "overweight" rating in a research report on Wednesday. Sanford C. Bernstein lifted their target price on shares of Johnson & Johnson from $225.00 to $251.00 and gave the company a "market perform" rating in a report on Wednesday, April 15th. Finally, Guggenheim boosted their target price on shares of Johnson & Johnson from $266.00 to $270.00 and gave the company a "buy" rating in a research note on Friday, June 26th. Twenty equities research analysts have rated the stock with a Buy rating and seven have given a Hold rating to the company. According to MarketBeat.com, Johnson & Johnson currently has an average rating of "Moderate Buy" and an average target price of $257.74.

Insider Buying and Selling

In other Johnson & Johnson news, EVP Kathryn E. Wengel sold 10,000 shares of the stock in a transaction on Thursday, June 11th. The shares were sold at an average price of $241.15, for a total transaction of $2,411,500.00. Following the transaction, the executive vice president directly owned 114,288 shares of the company's stock, valued at $27,560,551.20. This trade represents a 8.05% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is accessible through this hyperlink. Insiders own 0.16% of the company's stock.

More Johnson & Johnson News

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

• Positive Sentiment: Johnson & Johnson announced FDA approval for its dual-energy THERMOCOOL SMARTTOUCH SF platform, a positive catalyst that could support growth in the company’s medtech business and improve investor confidence in its pipeline. Article Title
• Positive Sentiment: The stock had recently been pushing to record highs as analysts raised price targets and investors responded to a higher outlook and pre-earnings optimism, suggesting the long-term setup for JNJ remains constructive. Article Title
• Neutral Sentiment: Commentary this week also highlighted JNJ as a defensive healthcare name with steady cash flow, while other pieces focused on valuation, earnings expectations, and healthcare sector comparisons rather than new company-specific setbacks. Article Title
• Negative Sentiment: Despite the positive product news, some trading-focused coverage noted unusual put option activity after the recent run-up, indicating that a portion of the market is positioning for a possible pullback. Article Title
• Negative Sentiment: One market recap also described JNJ as declining more than the broader market, reinforcing the idea that the stock is pausing after a strong advance rather than reacting to a major fundamental problem. Article Title

Johnson & Johnson Stock Performance

NYSE JNJ opened at $263.52 on Thursday. The stock has a market capitalization of $634.34 billion, a price-to-earnings ratio of 30.46, a PEG ratio of 2.62 and a beta of 0.24. The stock has a 50-day moving average of $235.85 and a 200 day moving average of $232.52. The company has a current ratio of 1.03, a quick ratio of 0.77 and a debt-to-equity ratio of 0.46. Johnson & Johnson has a twelve month low of $154.80 and a twelve month high of $269.43.

Johnson & Johnson (NYSE:JNJ - Get Free Report) last issued its quarterly earnings data on Tuesday, April 14th. The company reported $2.70 EPS for the quarter, beating the consensus estimate of $2.68 by $0.02. The company 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 period last year, the company earned $2.77 earnings per share. Johnson & Johnson has set its FY 2026 guidance at 11.450-11.650 EPS. Sell-side analysts anticipate that Johnson & Johnson will post 11.57 EPS for the current fiscal year.

Johnson & Johnson Increases Dividend

The business also recently declared a quarterly dividend, which was paid on Tuesday, June 9th. Investors of record on Tuesday, May 26th were paid a $1.34 dividend. The ex-dividend date of this dividend was Tuesday, May 26th. This represents a $5.36 dividend on an annualized basis and a yield of 2.0%. This is an increase from Johnson & Johnson's previous quarterly dividend of $1.30. Johnson & Johnson's dividend payout ratio is 61.97%.

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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