HB Wealth Management LLC Increases Position in Johnson & Johnson $JNJ

Key Points

• HB Wealth Management LLC increased its position in Johnson & Johnson by 5.5% in Q4 to 296,444 shares, adding 15,338 shares and bringing the stake to about $61.35 million.
• Johnson & Johnson beat Q1 estimates and raised FY‑2026 guidance, reporting $2.70 EPS on $24.06 billion in revenue and setting guidance of $11.45–$11.65 EPS, while also raising the quarterly dividend to $1.34 ($5.36 annualized, ~2.4% yield).
• Insiders have been net sellers—executives sold 30,142 shares over the past 90 days (roughly $7.36 million), even as analysts retain a consensus "Moderate Buy" rating with a $252.48 price target.

HB Wealth Management LLC lifted its holdings in Johnson & Johnson (NYSE:JNJ - Free Report) by 5.5% in the 4th quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The institutional investor owned 296,444 shares of the company's stock after purchasing an additional 15,338 shares during the period. HB Wealth Management LLC's holdings in Johnson & Johnson were worth $61,349,000 as of its most recent filing with the Securities & Exchange Commission.

Other institutional investors and hedge funds have also recently modified their holdings of the company. Abich Financial Wealth Management LLC purchased a new position in shares of Johnson & Johnson in the 3rd quarter valued at about $26,000. Clayton Financial Group LLC purchased a new position in shares of Johnson & Johnson in the 3rd quarter valued at about $28,000. Family CFO Inc purchased a new position in shares of Johnson & Johnson in the 4th quarter valued at about $31,000. Semmax Financial Advisors Inc. increased its stake in shares of Johnson & Johnson by 55.0% in the 2nd quarter. Semmax Financial Advisors Inc. now owns 203 shares of the company's stock valued at $31,000 after purchasing an additional 72 shares in the last quarter. Finally, Stone House Investment Management LLC increased its stake in shares of Johnson & Johnson by 58.9% in the 4th quarter. Stone House Investment Management LLC now owns 197 shares of the company's stock valued at $41,000 after purchasing an additional 73 shares in the last quarter. Hedge funds and other institutional investors own 69.55% of the company's stock.

Insider Activity at Johnson & Johnson

In other news, EVP Timothy Schmid sold 22,623 shares of the business's stock in a transaction that occurred on Wednesday, February 18th. The stock was sold at an average price of $244.33, for a total transaction of $5,527,477.59. Following the transaction, the executive vice president directly owned 26,769 shares in the company, valued at $6,540,469.77. The trade was a 45.80% decrease in their position. The sale was disclosed in a document filed with the SEC, which is available at this hyperlink. Also, EVP Vanessa Broadhurst sold 6,197 shares of the business's stock in a transaction that occurred on Tuesday, February 17th. The stock was sold at an average price of $243.39, for a total value of $1,508,287.83. Following the transaction, the executive vice president owned 23,003 shares in the company, valued at approximately $5,598,700.17. This represents a 21.22% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Over the last 90 days, insiders have sold 30,142 shares of company stock worth $7,360,528. Insiders own 0.16% of the company's stock.

Analyst Ratings Changes

JNJ has been the topic of several research analyst reports. Barclays lifted their price objective on Johnson & Johnson from $234.00 to $255.00 and gave the stock an "equal weight" rating in a report on Wednesday, April 15th. Wall Street Zen cut Johnson & Johnson from a "buy" rating to a "hold" rating in a report on Saturday, February 14th. Morgan Stanley set a $283.00 price objective on Johnson & Johnson in a report on Wednesday, April 15th. Freedom Capital cut Johnson & Johnson from a "strong-buy" rating to a "hold" rating in a report on Friday, January 16th. Finally, Daiwa Securities Group lifted their price objective on Johnson & Johnson from $237.00 to $246.00 and gave the stock an "outperform" rating in a report on Thursday, April 16th. Eighteen equities research analysts have rated the stock with a Buy rating and nine have given a Hold rating to the stock. According to data from MarketBeat.com, the company presently has an average rating of "Moderate Buy" and a consensus price target of $252.48.

Johnson & Johnson News Roundup

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

• Positive Sentiment: Q1 beat and raised guidance — JNJ reported a quarterly revenue and EPS beat and set full‑year 2026 guidance of $11.45–$11.65, reinforcing its earnings trajectory and reducing near‑term execution risk. This is the primary fundamental bullish driver. Johnson & Johnson (JNJ) Exceeds First-quarter Earnings Projections
• Positive Sentiment: Acquisition expands device footprint — JNJ agreed to buy Atraverse Medical to bolster left‑heart access and radiofrequency capabilities in its cardiac device lineup, supporting growth in electrophysiology and procedural devices. Expect modest near‑term cost/integration considerations but potential long‑term revenue upside. Johnson & Johnson to Acquire Atraverse Medical in Cardiac Device Expansion
• Positive Sentiment: Pipeline progress — positive Phase 3/long‑term data for IMAAVY (nipocalimab) in generalized myasthenia gravis and initiation of a head‑to‑head study strengthen JNJ’s autoimmune franchise and de‑risk future revenue potential from this asset. Johnson And Johnson Autoimmune Pipeline Gains With IMAAVY Trial Results
• Positive Sentiment: Strategic partnerships — a commercialization collaboration with Viz.ai to integrate AI subdural hemorrhage detection into JNJ’s neurovascular offerings could accelerate adoption and add software/recurring revenue to device sales. Viz.ai Announces Strategic Collaboration to Expand Access to AI-Powered Subdural Hemorrhage Care
• Neutral Sentiment: TrumpRx listing — JNJ plans to list four prescription drugs on the TrumpRx site. That could increase patient access or volumes but carries political/PR risk and uncertain commercial impact. Johnson & Johnson to launch on TrumpRx with four of its prescription drugs, CBS News reports
• Neutral Sentiment: Positive analyst/commentary pieces — multiple articles frame JNJ as a “value” growth play and a defensive dividend name; helpful for sentiment but not an immediate catalyst. Johnson & Johnson (JNJ): Growth Engine at a Value Price
• Negative Sentiment: Short‑term technical/volume pressure — trading volume is below average, the stock is under its 50‑day moving average, and recent profit‑taking after a strong run may be driving today’s downward move despite the fundamentally positive headlines. (See recent session notes.) JNJ snaps six straight sessions of losses

Johnson & Johnson Trading Down 0.0%

Shares of Johnson & Johnson stock opened at $227.45 on Monday. The stock has a market cap of $547.53 billion, a P/E ratio of 26.30, a P/E/G ratio of 2.23 and a beta of 0.34. The stock's 50 day simple moving average is $240.18 and its 200-day simple moving average is $218.87. Johnson & Johnson has a 1-year low of $146.12 and a 1-year high of $251.71. The company has a debt-to-equity ratio of 0.46, a current ratio of 1.03 and a quick ratio of 0.77.

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

Johnson & Johnson Increases Dividend

The business also recently announced a quarterly dividend, which will be paid on Tuesday, June 9th. Stockholders of record on Tuesday, May 26th will be issued a dividend of $1.34 per share. The ex-dividend date is Tuesday, May 26th. This represents a $5.36 annualized dividend and a dividend yield of 2.4%. This is an increase from Johnson & Johnson's previous quarterly dividend of $1.30. Johnson & Johnson's payout ratio is presently 60.12%.

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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