Foundations Investment Advisors LLC Boosts Stock Holdings in Johnson & Johnson $JNJ

Key Points

• Foundations Investment Advisors LLC increased its Johnson & Johnson stake by 33.6% in the fourth quarter, ending with 25,071 shares valued at about $5.19 million.
• J&J recently received an FDA label expansion for TREMFYA, which could help strengthen the drug’s competitive position in psoriatic arthritis and support immunology sales growth.
• The company continues to draw constructive Wall Street sentiment, with an average “Moderate Buy” rating, while its latest quarter topped expectations and management raised its quarterly dividend to $1.34 per share.

Foundations Investment Advisors LLC grew its position in shares of Johnson & Johnson (NYSE:JNJ - Free Report) by 33.6% during the fourth quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 25,071 shares of the company's stock after acquiring an additional 6,306 shares during the quarter. Foundations Investment Advisors LLC's holdings in Johnson & Johnson were worth $5,188,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Other hedge funds have also recently bought and sold shares of the company. Brighton Jones LLC boosted 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 buying an additional 6,332 shares during the last quarter. United Bank boosted 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 buying an additional 4,876 shares during the last quarter. Sivia Capital Partners LLC boosted 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 buying an additional 692 shares during the last quarter. Wealth Group Ltd. boosted 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 buying an additional 168 shares during the last quarter. Finally, Schnieders Capital Management LLC. boosted 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 buying an additional 6,584 shares during the last quarter. 69.55% of the stock is owned by hedge funds and other institutional investors.

More Johnson & Johnson News

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

• Positive Sentiment: The FDA approved a label expansion for TREMFYA, allowing J&J to highlight evidence that the drug helps inhibit progression of structural joint damage in adults with active psoriatic arthritis. That strengthens TREMFYA’s differentiation versus other IL-23 inhibitors and could support sales growth in immunology. Article Title
• Positive Sentiment: Recent analyst and market commentary remains constructive, with brokerages giving JNJ an average “Moderate Buy” rating and several reports pointing to strong year-to-date performance, oncology growth, MedTech demand, and pipeline progress helping offset Stelara patent-loss pressure. Article Title
• Positive Sentiment: Investor-focused coverage also highlighted that J&J has outperformed the Dow over the past year, reinforcing the view that the company’s defensive profile and diversified pipeline continue to appeal to investors. Article Title
• Neutral Sentiment: J&J announced it will host its second-quarter earnings conference call on July 15. The event is standard investor-relations news, but it keeps attention on upcoming results and guidance. Article Title
• Neutral Sentiment: Several commentary pieces discussed J&J’s cancer biotech deal-making strategy and a DePuy Synthes orthopedic-tech acquisition, but these were largely analytical rather than immediate stock-moving catalysts. Article Title
• Negative Sentiment: Some reporting raised questions about whether J&J can keep pace on the cutting edge of cancer biotech, which may temper enthusiasm around long-term innovation even as near-term fundamentals remain solid. Article Title

Wall Street Analysts Forecast Growth

A number of brokerages recently weighed in on JNJ. Stifel Nicolaus boosted their price target on shares of Johnson & Johnson from $220.00 to $250.00 and gave the stock a "hold" rating in a report on Wednesday, April 15th. Royal Bank Of Canada reissued an "outperform" rating and issued a $265.00 price target on shares of Johnson & Johnson in a report on Wednesday, April 15th. Barclays boosted their price target on shares of Johnson & Johnson from $234.00 to $255.00 and gave the stock an "equal weight" rating in a report on Wednesday, April 15th. HSBC increased their price target on Johnson & Johnson from $265.00 to $280.00 and gave the stock a "buy" rating in a research note on Tuesday, March 17th. Finally, Daiwa Securities Group increased their price target on Johnson & Johnson from $237.00 to $246.00 and gave the stock an "outperform" rating in a research note on Thursday, April 16th. Twenty equities research analysts have rated the stock with a Buy rating and seven have given a Hold rating to the company. Based on data from MarketBeat, the stock has an average rating of "Moderate Buy" and an average target price of $253.04.

Johnson & Johnson Price Performance

NYSE JNJ opened at $231.02 on Friday. The company has a market cap of $556.12 billion, a PE ratio of 26.71, a price-to-earnings-growth ratio of 2.27 and a beta of 0.27. Johnson & Johnson has a 52 week low of $149.04 and a 52 week high of $251.71. The company has a quick ratio of 0.77, a current ratio of 1.03 and a debt-to-equity ratio of 0.46. The firm's 50-day simple moving average is $233.26 and its two-hundred day simple moving average is $224.82.

Johnson & Johnson (NYSE:JNJ - Get Free Report) last released 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 business had revenue of $24.06 billion for the quarter, compared to the consensus estimate of $23.60 billion. Johnson & Johnson had a net margin of 21.83% and a return on equity of 32.60%. The company's revenue was up 9.9% compared to the same quarter last year. During the same period in the prior year, the firm earned $2.77 earnings per share. Johnson & Johnson has set its FY 2026 guidance at 11.450-11.650 EPS. Research analysts predict that Johnson & Johnson will post 11.57 earnings per share for the current 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 given a dividend of $1.34 per share. This is a boost from Johnson & Johnson's previous quarterly dividend of $1.30. This represents a $5.36 annualized dividend and a dividend yield of 2.3%. The ex-dividend date is Tuesday, May 26th. Johnson & Johnson's dividend payout ratio (DPR) is currently 61.97%.

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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