Johnson & Johnson $JNJ Shares Acquired by Ritholtz Wealth Management

Key Points

• Ritholtz Wealth Management increased its stake in Johnson & Johnson by 9.5% in Q4, purchasing 8,049 shares to hold 92,429 shares valued at about $19.13 million.
• Q1 beat and raised FY guidance: J&J reported revenue of $24.06 billion and EPS of $2.70 (above estimates) and set FY2026 EPS guidance of $11.45–11.65, supported by strong oncology and other product sales.
• The board raised the quarterly dividend to $1.34 (a 3.1% increase), representing a roughly 2.2% yield and marking J&J’s 64th consecutive annual dividend increase.

Ritholtz Wealth Management increased its stake in shares of Johnson & Johnson (NYSE:JNJ - Free Report) by 9.5% in the 4th quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The fund owned 92,429 shares of the company's stock after purchasing an additional 8,049 shares during the period. Ritholtz Wealth Management's holdings in Johnson & Johnson were worth $19,128,000 as of its most recent filing with the Securities & Exchange Commission.

Other hedge funds have also recently modified their holdings of the company. Abich Financial Wealth Management LLC acquired a new position in shares of Johnson & Johnson during the 3rd quarter worth about $26,000. Clayton Financial Group LLC acquired a new position in shares of Johnson & Johnson during the 3rd quarter worth about $28,000. Evolution Wealth Management Inc. acquired a new position in shares of Johnson & Johnson during the 2nd quarter worth about $27,000. Stone House Investment Management LLC raised its stake in 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 during the last quarter. Finally, Semmax Financial Advisors Inc. raised its stake in 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 during the last quarter. Institutional investors and hedge funds own 69.55% of the company's stock.

Trending Headlines about Johnson & Johnson

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

• Positive Sentiment: Q1 beat and raised FY guidance — J&J reported Q1 revenue of $24.06B and EPS of $2.70 (above estimates) and updated FY26 EPS guidance to the mid‑range (~$11.45–11.65) while nudging revenue targets higher, which underpins today’s bullish move. Johnson & Johnson reports Q1 2026 results, raises 2026 outlook
• Positive Sentiment: Dividend raise — the board increased the quarterly payout to $1.34 (3.1% increase), marking J&J’s 64th consecutive annual increase; this strengthens the stock’s appeal to income investors. Johnson & Johnson Announces 64th Consecutive Year of Dividend Increase; Raises Quarterly Dividend by 3.1%
• Positive Sentiment: Product momentum — strong sales for oncology drug Darzalex, Tremfya and faster‑growing Spravato (esketamine) support top‑line strength and helped offset other weakness. J&J's first-quarter profit beats estimates even as Stelara sales disappoint
• Neutral Sentiment: Analyst and market reaction is mixed — several bullish writeups and a raised price target contrast with cautious notes about the guidance nuance; this is supporting constructive but measured investor interest. Johnson & Johnson Price Target Raised to $267.00
• Neutral Sentiment: Broader sector signal — J&J’s beat is being read as a positive indicator for healthcare ETFs and peers, so flows into the sector may influence JNJ momentum. What Johnson & Johnson Earnings Signal for Healthcare ETFs
• Negative Sentiment: Stelara decline and cash‑flow softness — a steep drop in Stelara sales and a reported fall in free cash flow are offsets investors are watching; these were cited as reasons for an early intraday pullback in some coverage. Johnson & Johnson Q1 Performance: Cancer Drug Revenue Grows, Free Cash Flow Falls, Hikes Dividend
• Negative Sentiment: Guidance nuance — some outlets flagged the sales/growth outlook as modest versus high investor expectations, which can cap upside until the company proves sustained acceleration. Johnson & Johnson Earnings: JNJ Stock Slips on Modest 2026 Sales Forecast despite Q1 Beat

Johnson & Johnson Stock Up 0.9%

Shares of JNJ opened at $240.14 on Wednesday. Johnson & Johnson has a 52-week low of $146.12 and a 52-week high of $251.71. The company has a market capitalization of $578.40 billion, a PE ratio of 21.73, a price-to-earnings-growth ratio of 2.37 and a beta of 0.34. The stock has a fifty day simple moving average of $241.58 and a two-hundred day simple moving average of $216.38. The company has a quick ratio of 0.77, a current ratio of 1.03 and a debt-to-equity ratio of 0.48.

Johnson & Johnson (NYSE:JNJ - Get Free Report) last issued its earnings results 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 33.04% and a net margin of 28.46%.The business 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 company earned $2.77 EPS. The company's revenue for the quarter 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 analysts forecast that Johnson & Johnson will post 10.58 EPS for the current 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 issued a dividend of $1.34 per share. The ex-dividend date is Tuesday, May 26th. This represents a $5.36 dividend on an annualized basis and a dividend yield of 2.2%. This is an increase from Johnson & Johnson's previous quarterly dividend of $1.30. Johnson & Johnson's payout ratio is 47.06%.

Wall Street Analyst Weigh In

Several research analysts recently commented on JNJ shares. UBS Group reissued a "buy" rating on shares of Johnson & Johnson in a research note on Monday, January 5th. Scotiabank reissued an "outperform" rating on shares of Johnson & Johnson in a research note on Thursday, January 22nd. TD Cowen started coverage on Johnson & Johnson in a research note on Wednesday, April 8th. They issued a "buy" rating and a $250.00 price objective for the company. Barclays increased their price objective on shares of Johnson & Johnson from $217.00 to $234.00 and gave the company an "equal weight" rating in a report on Thursday, March 19th. Finally, Wall Street Zen downgraded shares of Johnson & Johnson from a "buy" rating to a "hold" rating in a report on Saturday, February 14th. One research analyst has rated the stock with a Strong Buy rating, seventeen have given a Buy rating and nine have given a Hold rating to the stock. According to MarketBeat.com, the company presently has a consensus rating of "Moderate Buy" and an average target price of $238.17.

Insider Buying and Selling

In other news, EVP Vanessa Broadhurst sold 6,197 shares of the firm's stock in a transaction that occurred on Tuesday, February 17th. The shares were 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 owned 23,003 shares in the company, valued at $5,598,700.17. This trade represents a 21.22% decrease in their position. The sale was disclosed in a filing 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 that occurred 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 sale, the executive vice president owned 25,447 shares of the company's stock, valued at $6,251,310.02. This represents a 4.94% decrease in their position. 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 in the last 90 days. Insiders own 0.16% of the company's stock.

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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