GPS Wealth Strategies Group LLC Sells 6,516 Shares of Johnson & Johnson $JNJ

Key Points

• GPS Wealth Strategies Group cut its Johnson & Johnson stake by 81.1% in the fourth quarter, selling 6,516 shares and leaving it with 1,517 shares worth about $314,000.
• Johnson & Johnson reported better-than-expected quarterly results, with EPS of $2.70 versus $2.68 expected and revenue of $24.06 billion, up 9.9% year over year. The company also guided FY 2026 EPS to $11.45-$11.65.
• The company raised its quarterly dividend to $1.34 per share from $1.30, implying a 2.3% yield, while analysts currently rate the stock a Moderate Buy with a consensus price target of $253.04.

GPS Wealth Strategies Group LLC decreased its position in Johnson & Johnson (NYSE:JNJ - Free Report) by 81.1% during the 4th quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 1,517 shares of the company's stock after selling 6,516 shares during the quarter. GPS Wealth Strategies Group LLC's holdings in Johnson & Johnson were worth $314,000 at the end of the most recent reporting period.

Several other hedge funds and other institutional investors have also recently modified their holdings of the company. Vanguard Group Inc. raised its stake 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 raised its stake 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 increased its position in shares of Johnson & Johnson by 3.5% in the third 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 acquiring an additional 835,146 shares during the last quarter. Legal & General Group Plc increased its position in shares of Johnson & Johnson by 2.8% in the third quarter. Legal & General Group Plc now owns 19,450,064 shares of the company's stock valued at $3,606,431,000 after acquiring an additional 532,790 shares during the last quarter. Finally, Amundi increased its position in shares of Johnson & Johnson by 19.3% in the third quarter. Amundi now owns 13,354,936 shares of the company's stock valued at $2,512,719,000 after acquiring an additional 2,163,838 shares during the last quarter. Institutional investors and hedge funds own 69.55% of the company's stock.

Johnson & Johnson Trading Up 1.3%

Shares of NYSE:JNJ opened at $234.67 on Friday. Johnson & Johnson has a 12-month low of $149.04 and a 12-month high of $251.71. The stock has a market cap of $564.91 billion, a PE ratio of 27.13, a P/E/G ratio of 2.27 and a beta of 0.27. The business has a 50 day moving average of $234.02 and a 200-day moving average of $223.28. The company has a quick ratio of 0.77, a current ratio of 1.03 and a debt-to-equity ratio of 0.46.

Johnson & Johnson (NYSE:JNJ - Get Free Report) last issued its quarterly earnings data on Tuesday, April 14th. The company reported $2.70 earnings per share (EPS) 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 analysts' expectations of $23.60 billion. During the same quarter in the previous year, the company posted $2.77 earnings per share. The business's 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. As a group, equities research analysts forecast 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. Investors of record on Tuesday, May 26th will be paid a $1.34 dividend. This represents a $5.36 annualized dividend and a dividend yield of 2.3%. This is an increase from Johnson & Johnson's previous quarterly dividend of $1.30. The ex-dividend date is Tuesday, May 26th. Johnson & Johnson's dividend payout ratio is presently 60.12%.

Analyst Ratings Changes

A number of analysts recently issued reports on the company. Stifel Nicolaus lifted their target price on Johnson & Johnson from $220.00 to $250.00 and gave the company a "hold" rating in a research report on Wednesday, April 15th. Wells Fargo & Company lifted their target price on Johnson & Johnson from $240.00 to $263.00 and gave the company an "overweight" rating in a research report on Wednesday, April 15th. Citigroup boosted their price target on Johnson & Johnson from $274.00 to $285.00 and gave the stock a "buy" rating in a research report on Tuesday, April 7th. Barclays boosted their price target on Johnson & Johnson from $234.00 to $255.00 and gave the stock an "equal weight" rating in a research report on Wednesday, April 15th. Finally, Weiss Ratings downgraded Johnson & Johnson from a "buy (b+)" rating to a "buy (b)" rating in a research report on Friday, April 24th. Twenty research analysts have rated the stock with a Buy rating and seven have issued a Hold rating to the company. According to data from MarketBeat.com, Johnson & Johnson has a consensus rating of "Moderate Buy" and a consensus price target of $253.04.

More Johnson & Johnson News

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

• Positive Sentiment: Johnson & Johnson received favorable coverage for its diversified pharma and MedTech businesses, with analysts saying its pipeline progress and stronger 2026 outlook make it better positioned than Pfizer despite patent risks. J&J & Pfizer Face Patent Risks: Which Stock Looks Better Positioned?
• Positive Sentiment: The company announced China approval for nipocalimab, a regulatory win that expands the drug’s commercial potential and supports sentiment around J&J’s pipeline. Johnson & Johnson says nipocalimab approved in China
• Positive Sentiment: J&J also highlighted a next-generation coronary artery disease catheter, reinforcing growth prospects in its MedTech segment and ongoing innovation in interventional medicine. Johnson & Johnson (JNJ) Unveils Next-Gen Catheter for Coronary Artery Disease
• Positive Sentiment: J&J announced a collaboration to build a global intelligent operating room network with Abu Dhabi’s health department, adding another AI-driven MedTech initiative that could strengthen its long-term growth story. Johnson & Johnson Advances Creation of Global Intelligent OR Network
• Neutral Sentiment: J&J was included in broader dividend and blue-chip stock commentary, which may reinforce its reputation as a defensive income stock but does not appear to be a major direct driver. The Dividend Stocks That Can Replace a $65,000 Income and What They’ll Cost You
• Neutral Sentiment: Another article framed J&J as a defensive growth stock, supporting the bull case but offering little new fundamental information. Why Johnson & Johnson (JNJ) Still Fits a Defensive Growth Case
• Negative Sentiment: ImmunityBio said its ANKTIVA-based bladder cancer data shows a cost advantage versus J&J’s TAR-200, which could raise competitive pressure in an important oncology area. IBRX Says ANKTIVA Delivers Up To $314K Cost Advantage Over J&J’s TAR-200

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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