Indivisible Partners Buys New Stake in Johnson & Johnson $JNJ

Key Points

• Indivisible Partners disclosed a new fourth-quarter stake in Johnson & Johnson, buying 19,741 shares valued at about $4.1 million. Institutional ownership remains high, with hedge funds and other investors holding most of the stock.
• Johnson & Johnson posted solid quarterly results, with earnings of $2.70 per share beating estimates and revenue rising 9.9% year over year to $24.06 billion. The company also reiterated FY 2026 guidance of 11.45 to 11.65 EPS.
• The company boosted its quarterly dividend to $1.34 per share from $1.30, supporting a current yield of about 2.4%. Analysts remain generally positive, with a consensus rating of Moderate Buy and an average price target of $252.48.

Indivisible Partners bought a new stake in Johnson & Johnson (NYSE:JNJ - Free Report) during the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The firm bought 19,741 shares of the company's stock, valued at approximately $4,085,000.

Other large investors have also recently added to or reduced their stakes in the company. Cresta Advisors Ltd. acquired a new stake in Johnson & Johnson in the 4th quarter valued at approximately $26,000. Abich Financial Wealth Management LLC acquired a new stake in Johnson & Johnson in the 3rd quarter valued at approximately $26,000. DecisionPoint Financial LLC increased its position in Johnson & Johnson by 104.2% in the 4th quarter. DecisionPoint Financial LLC now owns 147 shares of the company's stock valued at $30,000 after acquiring an additional 75 shares during the period. Bay Harbor Wealth Management LLC increased its position in shares of Johnson & Johnson by 49.0% during the 4th quarter. Bay Harbor Wealth Management LLC now owns 149 shares of the company's stock valued at $31,000 after purchasing an additional 49 shares during the period. Finally, Family CFO Inc acquired a new position in shares of Johnson & Johnson during the 4th quarter valued at $31,000. 69.55% of the stock is currently owned by institutional investors and hedge funds.

Wall Street Analysts Forecast Growth

Several equities analysts have recently issued reports on JNJ shares. Weiss Ratings cut Johnson & Johnson from a "buy (b+)" rating to a "buy (b)" rating in a research report on Friday, April 24th. Scotiabank reiterated an "outperform" rating on shares of Johnson & Johnson in a research report on Thursday, January 22nd. Royal Bank Of Canada reiterated an "outperform" rating and set a $265.00 price target on shares of Johnson & Johnson in a research report on Wednesday, April 15th. The Goldman Sachs Group lifted their price target on Johnson & Johnson from $265.00 to $275.00 and gave the company a "buy" rating in a research report on Wednesday, April 15th. Finally, JPMorgan Chase & Co. lifted their price target on Johnson & Johnson from $250.00 to $260.00 and gave the company a "neutral" rating in a research report on Wednesday, April 15th. Eighteen investment analysts have rated the stock with a Buy rating and nine have given a Hold rating to the stock. According to data from MarketBeat, the stock presently has an average rating of "Moderate Buy" and a consensus price target of $252.48.

Trending Headlines about Johnson & Johnson

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

• Positive Sentiment: Erste Group Bank raised its FY2027 earnings estimate for Johnson & Johnson to $12.66 per share from $12.63, reinforcing the view that earnings power remains solid and slightly better than expected. Johnson & Johnson analyst estimate update
• Positive Sentiment: J&J’s cancer business continues to be a growth driver, with reports highlighting Darzalex, Erleada, and newer launches helping oncology sales grow strongly in the latest quarter and supporting the company’s long-term target of $50 billion in cancer sales by 2030. Darzalex, Erleada & New Drugs Keep J&J's Oncology Engine Charged in Q1
• Positive Sentiment: Several articles also pointed to Johnson & Johnson as a favored dividend compounder, which can appeal to income investors looking for stability and long-term payouts. This Dividend Pro Likes Banks, Semi-Equipment Stocks, Altria, and J&J
• Neutral Sentiment: J&J also launched its “Generation Fine” mental health campaign, which is more of a brand and awareness initiative than a direct earnings catalyst, though it underscores continued investment in neuropsychiatry. Johnson & Johnson launches Generation Fine
• Neutral Sentiment: At the same time, recent pipeline commentary was mixed: J&J reported positive progress in some programs, but one mid-stage inflammatory bowel disease candidate did not meet its main endpoint, creating some offsetting uncertainty. Johnson And Johnson Balances Mental Health Push With Mixed Pipeline Outlook

Johnson & Johnson Trading Down 0.6%

Shares of NYSE JNJ opened at $221.17 on Friday. Johnson & Johnson has a 12 month low of $146.12 and a 12 month high of $251.71. The company has a market cap of $532.41 billion, a price-to-earnings ratio of 25.57, a P/E/G ratio of 2.18 and a beta of 0.27. 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 business has a fifty day simple moving average of $237.59 and a 200-day simple moving average of $220.58.

Johnson & Johnson (NYSE:JNJ - Get Free Report) last announced its earnings results on Tuesday, April 14th. The company reported $2.70 EPS for the quarter, beating the consensus estimate of $2.68 by $0.02. Johnson & Johnson had a return on equity of 32.60% and a net margin of 21.83%.The business had revenue of $24.06 billion during the quarter, compared to the consensus estimate of $23.60 billion. During the same period in the prior year, the business posted $2.77 earnings per share. Johnson & Johnson's revenue was up 9.9% compared to the same quarter last year. Johnson & Johnson has set its FY 2026 guidance at 11.450-11.650 EPS. Sell-side analysts predict that Johnson & Johnson will post 11.57 EPS for the current 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. This is a positive change from Johnson & Johnson's previous quarterly dividend of $1.30. This represents a $5.36 annualized dividend and a dividend yield of 2.4%. The ex-dividend date of this dividend is Tuesday, May 26th. Johnson & Johnson's dividend payout ratio (DPR) is currently 60.12%.

Insider Buying and Selling at Johnson & Johnson

In other news, EVP Timothy Schmid sold 1,322 shares of the company's stock in a transaction 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 completion of the sale, the executive vice president directly owned 25,447 shares of the company's stock, valued at $6,251,310.02. This represents a 4.94% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which is available at the SEC website. Also, EVP Vanessa Broadhurst sold 6,197 shares of the company's stock in a transaction on Tuesday, February 17th. The shares were sold at an average price of $243.39, for a total value of $1,508,287.83. Following the sale, the executive vice president directly owned 23,003 shares of the company's stock, valued at approximately $5,598,700.17. This represents a 21.22% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Over the last ninety 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.

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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