Directional Asset Management Invests $3.02 Million in Johnson & Johnson $JNJ

Key Points

• Directional Asset Management acquired 14,586 shares of Johnson & Johnson (~$3.02 million), representing about 2.6% of its portfolio and making J&J its ninth-largest holding.
• J&J beat Q1 EPS estimates ($2.70 vs. $2.68) with revenue up 9.9% year-over-year, set FY2026 guidance of $11.45–$11.65 EPS, and carries a consensus analyst rating of “Moderate Buy” with an average target of $252.48.
• Key company developments include an FDA Priority Review for IMAAVY, a deal to acquire Atraverse Medical to strengthen MedTech, and a quarterly dividend increase to $1.34 (annualized $5.36, ~2.4% yield).

Directional Asset Management 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 Form 13F filing with the Securities and Exchange Commission. The institutional investor acquired 14,586 shares of the company's stock, valued at approximately $3,019,000. Johnson & Johnson makes up about 2.6% of Directional Asset Management's investment portfolio, making the stock its 9th biggest position.

A number of other institutional investors and hedge funds also recently made changes to their positions in JNJ. Brighton Jones LLC raised its holdings in shares of Johnson & Johnson by 13.9% in the 4th quarter. Brighton Jones LLC now owns 51,876 shares of the company's stock worth $7,502,000 after acquiring an additional 6,332 shares during the last quarter. United Bank raised its holdings in shares of Johnson & Johnson by 110.7% in the 1st quarter. United Bank now owns 9,279 shares of the company's stock worth $1,539,000 after acquiring an additional 4,876 shares during the last quarter. Sivia Capital Partners LLC raised its holdings in shares of Johnson & Johnson by 13.4% in the 2nd quarter. Sivia Capital Partners LLC now owns 5,863 shares of the company's stock worth $896,000 after acquiring an additional 692 shares during the last quarter. Wealth Group Ltd. raised its holdings in shares of Johnson & Johnson by 12.8% in the 2nd quarter. Wealth Group Ltd. now owns 1,482 shares of the company's stock worth $226,000 after acquiring an additional 168 shares during the last quarter. Finally, Schnieders Capital Management LLC. raised its holdings in shares of Johnson & Johnson by 9.8% in the 2nd quarter. Schnieders Capital Management LLC. now owns 73,680 shares of the company's stock worth $11,255,000 after acquiring an additional 6,584 shares during the last quarter. Institutional investors own 69.55% of the company's stock.

Trending Headlines about Johnson & Johnson

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

• Positive Sentiment: FDA grants Priority Review for IMAAVY (nipocalimab-aahu), accelerating a potential new approval path for treatment of warm autoimmune hemolytic anemia (wAIHA). Priority Review shortens review time and raises the odds of earlier revenue contribution from this biologic if approved. FDA grants Priority Review for IMAAVY
• Positive Sentiment: JNJ agreed to acquire Atraverse Medical to expand its cardiac ablation and left‑heart access portfolio — a tuck‑in deal that strengthens the cardiovascular offering in MedTech and supports longer-term growth in a high‑value procedure set. Johnson & Johnson Enters into a Definitive Agreement to Acquire Atraverse Medical
• Positive Sentiment: Company commentary and analyst notes point to MedTech improvement in Q1 and a better 2026 outlook for devices — supportive for near‑term revenue momentum given MedTech is ~36% of sales. J&J Sees Continued MedTech Improvement in Q1
• Positive Sentiment: Management says AI is cutting lead‑generation time for drug discovery roughly in half — a productivity gain that could speed R&D efficiency and reduce time/cost to identify candidates over time. J&J Sees AI Halving the Time to Generate Drug Development Leads
• Neutral Sentiment: JNJ will present at Bernstein’s Strategic Decisions Conference (May 27) — a routine investor event that gives management a forum to update guidance and strategy; could move the stock if new detail or guidance is provided. Johnson & Johnson to Participate in Bernstein's Conference
• Neutral Sentiment: Articles highlighting JNJ as a dividend aristocrat and inclusion on “quality dividend” lists reinforce income investor interest, supporting demand from yield-focused holders but with limited incremental price impact. JNJ Among the 10 Best Quality Dividend Stocks to Buy According to Reddit
• Negative Sentiment: Report that J&J plans to sell prescription drugs via TrumpRx as part of a cost‑reduction push could concern investors about pricing strategies, margin pressure, and reputational/PR risk if perceived as discounting core products. Johnson & Johnson Plans to Sell Prescription Drugs to TrumpRx

Wall Street Analyst Weigh In

A number of equities research analysts recently weighed in on JNJ shares. JPMorgan Chase & Co. upped their target price on shares of Johnson & Johnson from $250.00 to $260.00 and gave the stock a "neutral" rating in a report on Wednesday, April 15th. TD Cowen began coverage on shares of Johnson & Johnson in a research note on Wednesday, April 8th. They issued a "buy" rating and a $250.00 price objective for the company. Stifel Nicolaus increased their price objective on shares of Johnson & Johnson from $220.00 to $250.00 and gave the company a "hold" rating in a research note on Wednesday, April 15th. HSBC increased their price objective on shares of Johnson & Johnson from $265.00 to $280.00 and gave the company a "buy" rating in a research note on Tuesday, March 17th. Finally, Royal Bank Of Canada reiterated an "outperform" rating and issued a $265.00 price objective on shares of Johnson & Johnson in a research note on Wednesday, April 15th. Eighteen equities research analysts have rated the stock with a Buy rating and nine have given a Hold rating to the company. According to data from MarketBeat, the company has a consensus rating of "Moderate Buy" and an average target price of $252.48.

Insider Activity at Johnson & Johnson

In other news, EVP Vanessa Broadhurst sold 6,197 shares of the firm's stock in a transaction that occurred on Tuesday, February 17th. The shares were sold at an average price of $243.39, for a total transaction of $1,508,287.83. Following the completion of the sale, the executive vice president owned 23,003 shares in the company, valued at $5,598,700.17. This trade represents a 21.22% decrease in their position. The sale was disclosed in a document filed with the SEC, which is available at this hyperlink. Also, EVP Timothy Schmid sold 1,322 shares of the firm's stock in a transaction that occurred on Friday, February 20th. The stock was sold at an average price of $245.66, for a total transaction of $324,762.52. Following the sale, the executive vice president owned 25,447 shares of the company's stock, valued at approximately $6,251,310.02. The trade was a 4.94% decrease in their position. The disclosure for this sale is available in the SEC filing. In the last 90 days, insiders have sold 30,142 shares of company stock valued at $7,360,528. 0.16% of the stock is currently owned by company insiders.

Johnson & Johnson Trading Up 1.0%

NYSE:JNJ opened at $227.67 on Wednesday. The firm has a 50-day moving average price of $239.51 and a two-hundred day moving average price of $219.37. The company has a debt-to-equity ratio of 0.46, a quick ratio of 0.77 and a current ratio of 1.03. Johnson & Johnson has a 52 week low of $146.12 and a 52 week high of $251.71. The firm has a market cap of $548.05 billion, a price-to-earnings ratio of 26.32, a price-to-earnings-growth ratio of 2.21 and a beta of 0.34.

Johnson & Johnson (NYSE:JNJ - Get Free Report) last issued its quarterly earnings results on Tuesday, April 14th. The company reported $2.70 earnings per share (EPS) for the quarter, topping the consensus estimate of $2.68 by $0.02. Johnson & Johnson had a net margin of 21.83% and a return on equity of 32.60%. During the same quarter last year, the company posted $2.77 earnings per share. The business's revenue for the quarter was up 9.9% on a year-over-year basis. Johnson & Johnson has set its FY 2026 guidance at 11.450-11.650 EPS. On average, equities analysts expect 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 paid a dividend of $1.34 per share. This represents a $5.36 annualized dividend and a dividend yield of 2.4%. The ex-dividend date is Tuesday, May 26th. This is an increase from Johnson & Johnson's previous quarterly dividend of $1.30. Johnson & Johnson's dividend payout ratio (DPR) is 60.12%.

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.

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