Johnson & Johnson $JNJ Shares Bought by W.G. Shaheen & Associates DBA Whitney & Co

Key Points

• W.G. Shaheen & Associates DBA Whitney & Co increased its stake in Johnson & Johnson by 165.4% in Q4 to 24,717 shares (an additional 15,403 shares), worth about $5.115 million.
• J&J beat Q1 estimates with $2.70 EPS versus $2.68 expected and revenue of $24.06 billion (up 9.9% YoY), and set FY2026 guidance of $11.45–$11.65 EPS (analysts' average 11.57).
• Dividend raised: Johnson & Johnson increased its quarterly payout to $1.34 ($5.36 annualized), a 2.4% yield, with an ex-dividend date of May 26 and payment on June 9.

W.G. Shaheen & Associates DBA Whitney & Co grew its position in Johnson & Johnson (NYSE:JNJ - Free Report) by 165.4% in the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 24,717 shares of the company's stock after buying an additional 15,403 shares during the period. W.G. Shaheen & Associates DBA Whitney & Co's holdings in Johnson & Johnson were worth $5,115,000 as of its most recent SEC filing.

Other hedge funds have also made changes to their positions in the company. Abich Financial Wealth Management LLC purchased a new stake in shares of Johnson & Johnson in the 3rd quarter valued at approximately $26,000. DecisionPoint Financial LLC lifted its holdings in shares of Johnson & Johnson by 104.2% in the 4th quarter. DecisionPoint Financial LLC now owns 147 shares of the company's stock worth $30,000 after acquiring an additional 75 shares during the last quarter. Family CFO Inc acquired a new position in shares of Johnson & Johnson in the 4th quarter worth approximately $31,000. Stone House Investment Management LLC lifted its holdings 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 worth $41,000 after acquiring an additional 73 shares during the last quarter. Finally, Semmax Financial Advisors Inc. lifted its holdings 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 worth $31,000 after acquiring an additional 72 shares during the last quarter. Hedge funds and other institutional investors own 69.55% of the company's stock.

Johnson & Johnson Stock Down 1.0%

Shares of NYSE:JNJ opened at $227.51 on Friday. The firm has a 50 day simple moving average of $238.83 and a 200-day simple moving average of $219.70. The company has a market capitalization of $547.66 billion, a PE ratio of 26.30, a P/E/G ratio of 2.22 and a beta of 0.27. Johnson & Johnson has a twelve month low of $146.12 and a twelve month high of $251.71. The company has a current ratio of 1.03, a quick ratio of 0.77 and a debt-to-equity ratio of 0.46.

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 analysts' consensus estimates 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 net margin of 21.83% and a return on equity of 32.60%. The company's quarterly revenue was up 9.9% on a year-over-year basis. During the same period in the previous year, the company posted $2.77 EPS. Johnson & Johnson has set its FY 2026 guidance at 11.450-11.650 EPS. On average, equities analysts predict that Johnson & Johnson will post 11.57 EPS for the current fiscal year.

Johnson & Johnson Increases Dividend

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

Insider Buying and Selling at Johnson & Johnson

In other Johnson & Johnson news, EVP Timothy Schmid sold 22,623 shares of the firm's stock in a transaction on Wednesday, February 18th. The stock was sold at an average price of $244.33, for a total value of $5,527,477.59. Following the completion of the sale, the executive vice president owned 26,769 shares of the company's stock, valued at approximately $6,540,469.77. This trade represents a 45.80% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through the SEC website. Also, EVP Vanessa Broadhurst sold 6,197 shares of the firm'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 completion of the sale, the executive vice president directly owned 23,003 shares of the company's stock, valued at approximately $5,598,700.17. This trade represents a 21.22% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold a total of 30,142 shares of company stock worth $7,360,528 over the last three months. 0.16% of the stock is currently owned by corporate insiders.

Analyst Ratings Changes

Several equities research analysts recently weighed in on JNJ shares. TD Cowen started coverage on shares of Johnson & Johnson in a research note on Wednesday, April 8th. They set a "buy" rating and a $250.00 target price on the stock. Royal Bank Of Canada reaffirmed an "outperform" rating and set a $265.00 target price on shares of Johnson & Johnson in a research note on Wednesday, April 15th. Morgan Stanley set a $283.00 target price on shares of Johnson & Johnson in a research note on Wednesday, April 15th. Citigroup boosted their price target on shares of Johnson & Johnson from $274.00 to $285.00 and gave the stock a "buy" rating in a report on Tuesday, April 7th. Finally, HSBC boosted their price target on shares of Johnson & Johnson from $265.00 to $280.00 and gave the stock a "buy" rating in a report on Tuesday, March 17th. Eighteen investment analysts have rated the stock with a Buy rating and nine have given a Hold rating to the company's stock. Based on data from MarketBeat, the company currently has an average rating of "Moderate Buy" and an average target price of $252.48.

Key Johnson & Johnson News

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

• Positive Sentiment: Analysts and retail-finance outlets renewed focus on JNJ’s dividend durability and income appeal, reinforcing the stock’s attraction for income investors; that supports long-term demand. Why Johnson & Johnson (JNJ) is a Top Dividend Stock for Your Portfolio Zacks: Why JNJ is a Top Dividend Stock
• Positive Sentiment: Clinical pipeline update: J&J highlighted sustained efficacy in its Vivacity‑MG3 trial (IMAAVY/nipocalimab) — positive for long‑term growth potential in neuromuscular therapeutics if regulatory progress continues. JNJ Highlights Sustained Efficacy in Vivacity-MG3 Trial
• Positive Sentiment: Corporate governance/IR: J&J named Ryan Koors VP of Investor Relations — a stabilizing move ahead of upcoming investor outreach that can help messaging around guidance and capital allocation. Johnson & Johnson Appoints Ryan Koors as Vice President, Investor Relations
• Neutral Sentiment: Peer/sector news: AbbVie is being highlighted for durable growth into the mid‑2030s — reflects positive sentiment toward large pharma but also underscores competition for investor capital within healthcare. AbbVie Expected to Post Durable Growth
• Neutral Sentiment: Related personnel moves: Halozyme’s executive hiring notes include ex‑J&J connections — a reminder of talent flows inside the sector but with limited direct impact on JNJ’s fundamentals. Halozyme Appoints New Chief Financial Officer
• Negative Sentiment: Market rotation toward AI/growth and strong tech engagement (e.g., Microsoft Copilot adoption) can pull capital away from defensive/dividend names like JNJ, contributing to near‑term selling pressure. Microsoft says it has over 20M paid Copilot users

Johnson & Johnson Company 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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