Johnson & Johnson $JNJ Shares Purchased by Evergreen Capital Management LLC

Key Points

• J&J beat Q1 estimates, reporting $2.70 EPS on $24.06B revenue and setting FY2026 guidance at $11.45–$11.65, reinforcing its near‑term earnings outlook.
• Evergreen Capital increased its Johnson & Johnson stake by 13.5% in Q4, holding 74,701 shares valued at about $15.46 million after buying an additional 8,885 shares.
• Johnson & Johnson raised its quarterly dividend to $1.34 (annual $5.36, ~2.4% yield), while insiders sold roughly 30,142 shares worth $7.36 million in the last quarter, leaving insider ownership at 0.16%.

Evergreen Capital Management LLC increased its stake in Johnson & Johnson (NYSE:JNJ - Free Report) by 13.5% in the fourth quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The institutional investor owned 74,701 shares of the company's stock after purchasing an additional 8,885 shares during the period. Evergreen Capital Management LLC's holdings in Johnson & Johnson were worth $15,459,000 as of its most recent filing with the Securities & Exchange Commission.

A number of other hedge funds have also bought and sold shares of the stock. Abich Financial Wealth Management LLC purchased a new position in Johnson & Johnson in the 3rd quarter worth $26,000. Clayton Financial Group LLC acquired a new position in shares of Johnson & Johnson in the third quarter valued at about $28,000. Semmax Financial Advisors Inc. raised its stake in shares of Johnson & Johnson by 55.0% in the second quarter. Semmax Financial Advisors Inc. now owns 203 shares of the company's stock worth $31,000 after purchasing an additional 72 shares during the last quarter. Family CFO Inc purchased a new position in shares of Johnson & Johnson in the fourth quarter worth about $31,000. Finally, Turning Point Benefit Group Inc. acquired a new stake in shares of Johnson & Johnson during the third quarter worth about $41,000. Institutional investors and hedge funds own 69.55% of the company's stock.

Key Headlines Impacting Johnson & Johnson

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

Insider Transactions at Johnson & Johnson

In other news, EVP Timothy Schmid sold 22,623 shares of the stock in a transaction dated Wednesday, February 18th. The shares were sold at an average price of $244.33, for a total transaction of $5,527,477.59. Following the sale, the executive vice president directly owned 26,769 shares of the company's stock, valued at $6,540,469.77. This represents a 45.80% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which is available through this link. Also, EVP Vanessa Broadhurst sold 6,197 shares of the firm's stock in a transaction dated 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 owned 23,003 shares in the company, valued at $5,598,700.17. This trade represents a 21.22% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. In the last quarter, insiders sold 30,142 shares of company stock valued at $7,360,528. Insiders own 0.16% of the company's stock.

Analyst Ratings Changes

Several equities analysts recently weighed in on the stock. The Goldman Sachs Group increased their price target on shares of Johnson & Johnson from $265.00 to $275.00 and gave the stock a "buy" rating in a report on Wednesday, April 15th. Royal Bank Of Canada reaffirmed an "outperform" rating and issued a $265.00 price objective on shares of Johnson & Johnson in a report on Wednesday, April 15th. Rothschild & Co Redburn increased their price objective on shares of Johnson & Johnson from $180.00 to $210.00 and gave the stock a "neutral" rating in a research note on Thursday, February 19th. JPMorgan Chase & Co. raised their target price on shares of Johnson & Johnson from $250.00 to $260.00 and gave the stock a "neutral" rating in a report on Wednesday, April 15th. Finally, Argus upped their price target on shares of Johnson & Johnson from $240.00 to $275.00 and gave the company a "buy" rating in a report on Thursday, April 16th. Eighteen equities research analysts have rated the stock with a Buy rating and nine have issued a Hold rating to the company. Based on data from MarketBeat.com, Johnson & Johnson presently has a consensus rating of "Moderate Buy" and a consensus price target of $252.48.

Johnson & Johnson Trading Down 1.4%

Johnson & Johnson stock opened at $227.45 on Friday. The firm has a market cap of $547.53 billion, a PE ratio of 26.30, a P/E/G ratio of 2.26 and a beta of 0.34. Johnson & Johnson has a 12 month low of $146.12 and a 12 month high of $251.71. The stock's 50 day simple moving average is $240.18 and its two-hundred day simple moving average is $218.46. 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 posted its earnings results on Tuesday, April 14th. The company reported $2.70 earnings per share for the quarter, beating the consensus estimate of $2.68 by $0.02. Johnson & Johnson had a net margin of 21.83% and a return on equity of 32.60%. The firm had revenue of $24.06 billion during the quarter, compared to analyst estimates of $23.60 billion. During the same period in the previous year, the firm earned $2.77 EPS. The business's quarterly 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. Analysts anticipate that Johnson & Johnson will post 11.57 earnings per share for the current 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 issued a $1.34 dividend. The ex-dividend date of this dividend is Tuesday, May 26th. This is a positive change from Johnson & Johnson's previous quarterly dividend of $1.30. This represents a $5.36 dividend on an annualized basis and a yield of 2.4%. Johnson & Johnson's dividend payout ratio is presently 60.12%.

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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