MGO One Seven LLC Buys 5,280 Shares of Johnson & Johnson $JNJ

Key Points

• MGO One Seven LLC increased its Johnson & Johnson stake by 4.2% in the fourth quarter, buying 5,280 more shares and bringing its total to 131,287 shares valued at about $27.17 million.
• Johnson & Johnson reported solid recent results, with quarterly EPS of $2.70 beating estimates and revenue of $24.06 billion topping forecasts; the company also raised its quarterly dividend to $1.34 per share.
• Analysts remain generally positive on JNJ, with a consensus rating of Moderate Buy and a consensus price target of $252.48, while recent commentary highlighted strength in oncology and some mixed pipeline news.

MGO One Seven LLC grew its stake in Johnson & Johnson (NYSE:JNJ - Free Report) by 4.2% during the fourth quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 131,287 shares of the company's stock after purchasing an additional 5,280 shares during the quarter. Johnson & Johnson makes up about 0.6% of MGO One Seven LLC's holdings, making the stock its 29th largest position. MGO One Seven LLC's holdings in Johnson & Johnson were worth $27,170,000 as of its most recent filing with the Securities & Exchange Commission.

Other institutional investors have also bought and sold shares of the company. Abich Financial Wealth Management LLC purchased a new position in Johnson & Johnson during the 3rd quarter worth $26,000. Cresta Advisors Ltd. purchased a new stake in shares of Johnson & Johnson in the fourth quarter valued at about $26,000. DecisionPoint Financial LLC lifted its position in shares of Johnson & Johnson by 104.2% during the fourth quarter. DecisionPoint Financial LLC now owns 147 shares of the company's stock valued at $30,000 after purchasing an additional 75 shares in the last quarter. Family CFO Inc purchased a new position in Johnson & Johnson during the fourth quarter worth about $31,000. Finally, Bay Harbor Wealth Management LLC grew its position in Johnson & Johnson by 49.0% in the 4th quarter. Bay Harbor Wealth Management LLC now owns 149 shares of the company's stock worth $31,000 after purchasing an additional 49 shares in the last quarter. Institutional investors own 69.55% of the company's stock.

Insider Transactions at Johnson & Johnson

In related news, EVP Timothy Schmid sold 1,322 shares of the business's stock in a transaction dated Friday, February 20th. The stock was sold at an average price of $245.66, for a total value of $324,762.52. Following the sale, the executive vice president directly owned 25,447 shares in the company, valued at approximately $6,251,310.02. The trade was a 4.94% decrease in their position. The sale was disclosed in a legal filing with the SEC, which is accessible through this hyperlink. Also, EVP Vanessa Broadhurst sold 6,197 shares of the stock in a transaction dated Tuesday, February 17th. The stock was sold at an average price of $243.39, for a total transaction of $1,508,287.83. Following the transaction, the executive vice president owned 23,003 shares of the company's stock, valued at $5,598,700.17. This represents a 21.22% decrease in their position. The SEC filing for this sale provides additional information. Insiders sold a total of 30,142 shares of company stock worth $7,360,528 over the last 90 days. 0.16% of the stock is currently owned by company insiders.

Key Headlines Impacting 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 JNJ stock opened at $221.17 on Friday. 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 firm has a market cap of $532.41 billion, a P/E ratio of 25.57, a PEG ratio of 2.18 and a beta of 0.27. The company has a 50 day moving average of $237.59 and a 200-day moving average of $220.58. Johnson & Johnson has a 12-month low of $146.12 and a 12-month high of $251.71.

Johnson & Johnson (NYSE:JNJ - Get Free Report) last announced its quarterly earnings data 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 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 analyst estimates of $23.60 billion. During the same period in the prior year, the company earned $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 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. Investors of record on Tuesday, May 26th will be issued a $1.34 dividend. This is an increase from Johnson & Johnson's previous quarterly dividend of $1.30. The ex-dividend date of this dividend is Tuesday, May 26th. This represents a $5.36 annualized dividend and a yield of 2.4%. Johnson & Johnson's payout ratio is 60.12%.

Analyst Ratings Changes

Several equities analysts have commented on JNJ shares. JPMorgan Chase & Co. lifted their target price on shares of Johnson & Johnson from $250.00 to $260.00 and gave the stock a "neutral" rating in a research report on Wednesday, April 15th. Stifel Nicolaus increased their price target on Johnson & Johnson from $220.00 to $250.00 and gave the company a "hold" rating in a research report on Wednesday, April 15th. Argus lifted their price target on Johnson & Johnson from $240.00 to $275.00 and gave the stock a "buy" rating in a report on Thursday, April 16th. Royal Bank Of Canada restated an "outperform" rating and issued a $265.00 price objective on shares of Johnson & Johnson in a research note on Wednesday, April 15th. Finally, Guggenheim raised their target price on Johnson & Johnson from $244.00 to $266.00 and gave the company a "buy" rating in a research report on Monday, April 20th. Eighteen analysts have rated the stock with a Buy rating and nine have given a Hold rating to the company. According to MarketBeat.com, the company has a consensus rating of "Moderate Buy" and a consensus price target of $252.48.

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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