Johnson & Johnson $JNJ Stock Holdings Lifted by Howe & Rusling Inc.

Key Points

• Howe & Rusling Inc. increased its Johnson & Johnson stake by 39.7% in the fourth quarter, buying 8,520 shares to bring its total to 29,990 shares worth about $6.21 million.
• Johnson & Johnson reported strong quarterly results, beating EPS and revenue estimates, and also raised its quarterly dividend to $1.34 per share from $1.30.
• Analysts remain generally positive on the stock, with a Moderate Buy consensus and an average price target of $253.04, though an executive recently sold 10,000 shares in an insider transaction.

Howe & Rusling Inc. raised its stake in Johnson & Johnson (NYSE:JNJ - Free Report) by 39.7% during the 4th quarter, according to its most recent Form 13F filing with the SEC. The institutional investor owned 29,990 shares of the company's stock after buying an additional 8,520 shares during the period. Howe & Rusling Inc.'s holdings in Johnson & Johnson were worth $6,207,000 as of its most recent filing with the SEC.

Several other institutional investors also recently modified their holdings of the stock. Broadleaf Partners LLC increased its holdings in shares of Johnson & Johnson by 0.6% in the fourth quarter. Broadleaf Partners LLC now owns 7,348 shares of the company's stock valued at $1,521,000 after buying an additional 43 shares in the last quarter. Jessup Wealth Management Inc raised its stake in Johnson & Johnson by 0.6% during the 4th quarter. Jessup Wealth Management Inc now owns 7,574 shares of the company's stock valued at $1,567,000 after purchasing an additional 44 shares during the period. Plancorp LLC raised its stake in Johnson & Johnson by 0.3% during the 4th quarter. Plancorp LLC now owns 15,889 shares of the company's stock valued at $3,288,000 after purchasing an additional 45 shares during the period. Baron Silver Stevens Financial Advisors LLC raised its stake in Johnson & Johnson by 0.8% during the 4th quarter. Baron Silver Stevens Financial Advisors LLC now owns 5,645 shares of the company's stock valued at $1,168,000 after purchasing an additional 45 shares during the period. Finally, Strategic Financial Services Inc. raised its stake in Johnson & Johnson by 0.5% during the 4th quarter. Strategic Financial Services Inc. now owns 8,995 shares of the company's stock valued at $1,862,000 after purchasing an additional 45 shares during the period. Institutional investors own 69.55% of the company's stock.

Johnson & Johnson Trading Down 0.2%

Johnson & Johnson stock opened at $235.29 on Wednesday. The company's fifty day simple moving average is $231.22 and its 200-day simple moving average is $227.75. The company has a quick ratio of 0.77, a current ratio of 1.03 and a debt-to-equity ratio of 0.46. Johnson & Johnson has a 12 month low of $149.04 and a 12 month high of $251.71. The stock has a market cap of $566.40 billion, a P/E ratio of 27.20, a P/E/G ratio of 2.31 and a beta of 0.26.

Johnson & Johnson (NYSE:JNJ - Get Free Report) last posted its quarterly 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 net margin of 21.83% and a return on equity of 32.60%. The business had revenue of $24.06 billion for the quarter, compared to analysts' expectations of $23.60 billion. During the same period in the previous year, the company posted $2.77 EPS. Johnson & Johnson's 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. As a group, sell-side analysts forecast that Johnson & Johnson will post 11.57 EPS for the current fiscal year.

Johnson & Johnson Increases Dividend

The business also recently declared a quarterly dividend, which was paid on Tuesday, June 9th. Stockholders of record on Tuesday, May 26th were issued a dividend of $1.34 per share. The ex-dividend date was Tuesday, May 26th. This represents a $5.36 annualized dividend and a dividend yield of 2.3%. This is an increase from Johnson & Johnson's previous quarterly dividend of $1.30. Johnson & Johnson's dividend payout ratio is presently 61.97%.

Insider Activity at Johnson & Johnson

In other news, EVP Kathryn E. Wengel sold 10,000 shares of the business's stock in a transaction on Thursday, June 11th. The shares were sold at an average price of $241.15, for a total transaction of $2,411,500.00. Following the transaction, the executive vice president directly owned 114,288 shares in the company, valued at $27,560,551.20. The trade was a 8.05% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which is available at this link. 0.16% of the stock is currently owned by corporate insiders.

Johnson & Johnson News Summary

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

• Positive Sentiment: Johnson & Johnson announced a more than $1 billion investment to expand U.S. Vision manufacturing in Jacksonville, Florida, adding new packaging, distribution, and advanced manufacturing capacity. The move supports its long-term manufacturing push and could improve supply-chain resilience. Article Title
• Positive Sentiment: J&J’s rare-disease drug IMAAVY (nipocalimab) posted strong Phase 2/3 results in warm autoimmune hemolytic anemia and received FDA Priority Review, reinforcing the company’s pipeline growth story. Article Title
• Positive Sentiment: TipRanks highlighted Johnson & Johnson as one of three dividend aristocrats with a Strong Buy rating, which may support investor interest in the stock’s defensive income profile. Article Title
• Neutral Sentiment: Analyst commentary noted JNJ’s strong recent share performance and asked whether the stock still offers value after a big one-year run, suggesting valuation concerns may be tempering upside.
• Negative Sentiment: Wall Street reacted to late-stage TALVEY blood-cancer trial results, with the article framing the data as important for whether J&J can keep growing after losing a multibillion-dollar drug, making the readout a potential pressure point for the stock. Article Title

Wall Street Analyst Weigh In

Several analysts have issued reports on the stock. Wells Fargo & Company boosted their target price on shares of Johnson & Johnson from $240.00 to $263.00 and gave the company an "overweight" rating in a research note on Wednesday, April 15th. Bank of America boosted their target price on shares of Johnson & Johnson from $253.00 to $254.00 and gave the company a "neutral" rating in a research note on Wednesday, April 15th. Royal Bank Of Canada reissued an "outperform" rating and set a $265.00 target price on shares of Johnson & Johnson in a research note on Wednesday, April 15th. Rothschild & Co Redburn boosted their target price on shares of Johnson & Johnson from $180.00 to $210.00 and gave the company a "neutral" rating in a research note on Thursday, February 19th. Finally, HSBC boosted their target price on shares of Johnson & Johnson from $265.00 to $280.00 and gave the company a "buy" rating in a research note on Tuesday, March 17th. Twenty equities research analysts have rated the stock with a Buy rating and seven have given a Hold rating to the company. Based on data from MarketBeat, the stock currently has a consensus rating of "Moderate Buy" and a consensus price target of $253.04.

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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