Eubel Brady & Suttman Asset Management Inc. Has $17.41 Million Stock Position in Johnson & Johnson $JNJ

Key Points

• Eubel Brady & Suttman Asset Management cut its Johnson & Johnson stake by 40.7% in the fourth quarter, selling 57,645 shares and leaving it with 84,114 shares valued at about $17.4 million.
• Johnson & Johnson reported better-than-expected Q1 results, with EPS of $2.70 and revenue of $24.06 billion, while also issuing FY2026 EPS guidance of $11.45 to $11.65.
• The company raised its quarterly dividend to $1.34 per share from $1.30, and analysts remain constructive overall with a consensus rating of Moderate Buy and a target price around $253.04.

Eubel Brady & Suttman Asset Management Inc. decreased its stake in Johnson & Johnson (NYSE:JNJ - Free Report) by 40.7% in the fourth quarter, according to its most recent filing with the Securities & Exchange Commission. The firm owned 84,114 shares of the company's stock after selling 57,645 shares during the quarter. Johnson & Johnson accounts for about 2.0% of Eubel Brady & Suttman Asset Management Inc.'s investment portfolio, making the stock its 22nd largest holding. Eubel Brady & Suttman Asset Management Inc.'s holdings in Johnson & Johnson were worth $17,407,000 as of its most recent filing with the Securities & Exchange Commission.

A number of other hedge funds and other institutional investors have also modified their holdings of the stock. Vanguard Group Inc. boosted its position in shares of Johnson & Johnson by 1.6% in the 4th quarter. Vanguard Group Inc. now owns 240,349,660 shares of the company's stock valued at $49,740,362,000 after purchasing an additional 3,731,074 shares during the period. Wellington Management Group LLP boosted its position in shares of Johnson & Johnson by 3.8% in the 3rd quarter. Wellington Management Group LLP now owns 25,832,777 shares of the company's stock valued at $4,789,914,000 after purchasing an additional 956,239 shares during the period. Bank of New York Mellon Corp boosted its position in shares of Johnson & Johnson by 3.5% in the 3rd quarter. Bank of New York Mellon Corp now owns 24,637,649 shares of the company's stock valued at $4,568,313,000 after purchasing an additional 835,146 shares during the period. Legal & General Group Plc boosted its position in Johnson & Johnson by 2.8% during the 3rd quarter. Legal & General Group Plc now owns 19,450,064 shares of the company's stock worth $3,606,431,000 after acquiring an additional 532,790 shares during the period. Finally, Amundi boosted its position in Johnson & Johnson by 19.3% during the 3rd quarter. Amundi now owns 13,354,936 shares of the company's stock worth $2,512,719,000 after acquiring an additional 2,163,838 shares during the period. Institutional investors and hedge funds own 69.55% of the company's stock.

More Johnson & Johnson News

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

• Positive Sentiment: Leerink Partners upgraded Johnson & Johnson (JNJ) to Outperform, which can help investor sentiment and suggests the firm sees more upside from current levels. Leerink Partners upgrades Johnson & Johnson (JNJ)
• Positive Sentiment: A new article says J&J’s story is shifting as newer drugs such as Icotyde, Inlexzo, Tecvayli and Tremfya gain attention, while a valuation update nudged fair value slightly higher. That points to continued pipeline progress as a key long-term driver. How The Story For Johnson & Johnson (JNJ) Is Shifting With New Drugs And Legal Twists
• Positive Sentiment: CAPLYTA data highlighted favorable efficacy and safety versus competing antipsychotics, reinforcing the value of J&J’s mental-health franchise and broader pipeline depth. CAPLYTA Data Highlights Johnson & Johnson Valuation And Mental Health Story
• Neutral Sentiment: MeiraGTx reported an asset purchase agreement with Johnson & Johnson for bota-vec, a transaction that appears more strategic than immediately material for earnings, but it shows J&J remains active in bolt-on pipeline deals. MeiraGTx Reports First Quarter 2026 Financial and Operational Results
• Neutral Sentiment: Recent bladder-cancer survey coverage reinforces the need for better therapies, which supports the market’s broader view that J&J’s oncology and urology pipeline could have room to grow, though the report itself does not change fundamentals immediately. Groundbreaking global survey captures the significant patient burden experienced with current standard-of-care bladder cancer treatments, underscoring urgency for continued innovation
• Negative Sentiment: Articles note Johnson & Johnson has been down since its last earnings report, indicating some investors remain cautious despite the company’s stable fundamentals and defensive profile. Why Is Johnson & Johnson (JNJ) Down 3.5% Since Last Earnings Report?

Johnson & Johnson Stock Up 0.0%

JNJ opened at $226.81 on Monday. Johnson & Johnson has a fifty-two week low of $149.04 and a fifty-two week high of $251.71. The business has a 50-day moving average of $235.13 and a 200-day moving average of $222.02. The company has a debt-to-equity ratio of 0.46, a current ratio of 1.03 and a quick ratio of 0.77. The company has a market capitalization of $545.98 billion, a PE ratio of 26.22, a price-to-earnings-growth ratio of 2.22 and a beta of 0.27.

Johnson & Johnson (NYSE:JNJ - Get Free Report) last posted its quarterly earnings results on Tuesday, April 14th. The company reported $2.70 earnings per share for the quarter, topping analysts' consensus estimates of $2.68 by $0.02. Johnson & Johnson had a return on equity of 32.60% and a net margin of 21.83%.The company had revenue of $24.06 billion during the quarter, compared to the consensus estimate of $23.60 billion. During the same period last year, the business earned $2.77 EPS. The business's quarterly revenue was up 9.9% on a year-over-year basis. Johnson & Johnson has set its FY 2026 guidance at 11.450-11.650 EPS. Equities research analysts forecast that Johnson & Johnson will post 11.57 EPS for the current fiscal year.

Johnson & Johnson Increases Dividend

The company 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 is a boost from Johnson & Johnson's previous quarterly dividend of $1.30. The ex-dividend date of this dividend is Tuesday, May 26th. This represents a $5.36 dividend on an annualized basis and a dividend yield of 2.4%. Johnson & Johnson's dividend payout ratio (DPR) is 60.12%.

Insider Transactions at Johnson & Johnson

In other news, EVP Vanessa Broadhurst sold 6,197 shares of the firm's stock in a transaction dated Tuesday, February 17th. The stock was 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 directly owned 23,003 shares of the company's stock, valued at $5,598,700.17. This trade represents a 21.22% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available at this hyperlink. Also, EVP Timothy Schmid sold 1,322 shares of the firm's stock in a transaction dated Friday, February 20th. The stock was sold at an average price of $245.66, for a total value of $324,762.52. Following the sale, the executive vice president directly owned 25,447 shares of the company's stock, valued at $6,251,310.02. This trade represents a 4.94% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders have sold a total of 30,142 shares of company stock valued at $7,360,528 over the last ninety days. Company insiders own 0.16% of the company's stock.

Wall Street Analysts Forecast Growth

A number of brokerages have commented on JNJ. Guggenheim raised their price objective on Johnson & Johnson from $244.00 to $266.00 and gave the stock a "buy" rating in a research report on Monday, April 20th. Weiss Ratings lowered Johnson & Johnson from a "buy (b+)" rating to a "buy (b)" rating in a research report on Friday, April 24th. Johnson Rice upgraded Johnson & Johnson from a "hold" rating to an "outperform" rating in a research report on Wednesday. Raymond James Financial raised their price objective on Johnson & Johnson from $237.00 to $258.00 and gave the stock an "outperform" rating in a research report on Wednesday, April 15th. Finally, Rothschild & Co Redburn raised their price objective on Johnson & Johnson from $180.00 to $210.00 and gave the stock a "neutral" rating in a research report on Thursday, February 19th. Twenty research analysts have rated the stock with a Buy rating and seven have issued a Hold rating to the company's stock. According to MarketBeat.com, Johnson & Johnson currently has a consensus rating of "Moderate Buy" and a consensus target price of $253.04.

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.

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.