Pathfinder Wealth Consulting Inc. Takes Position in Johnson & Johnson $JNJ

Key Points

• Pathfinder Wealth Consulting initiated a new position in Johnson & Johnson, buying 5,088 shares valued at about $1.05 million in the fourth quarter.
• Institutional ownership remains high, with several large funds increasing stakes and 69.55% of J&J stock now held by institutional investors and hedge funds.
• Analysts are broadly positive on the stock: J&J has a Moderate Buy consensus, a target price of $253.04, and recently reported earnings and revenue that beat expectations while also raising its quarterly dividend to $1.34.

Pathfinder Wealth Consulting Inc. purchased a new stake in Johnson & Johnson (NYSE:JNJ - Free Report) in the 4th quarter, according to its most recent Form 13F filing with the SEC. The firm purchased 5,088 shares of the company's stock, valued at approximately $1,053,000.

Several other hedge funds have also modified their holdings of the business. Vanguard Group Inc. increased its stake in Johnson & Johnson by 1.6% in the 4th quarter. Vanguard Group Inc. now owns 240,349,660 shares of the company's stock valued at $49,740,362,000 after purchasing an additional 3,731,074 shares in the last quarter. Wellington Management Group LLP increased its stake in Johnson & Johnson by 3.8% in the 3rd quarter. Wellington Management Group LLP now owns 25,832,777 shares of the company's stock valued at $4,789,914,000 after purchasing an additional 956,239 shares in the last quarter. Bank of New York Mellon Corp increased its stake in Johnson & Johnson by 3.5% in the 3rd quarter. Bank of New York Mellon Corp now owns 24,637,649 shares of the company's stock valued at $4,568,313,000 after purchasing an additional 835,146 shares in the last quarter. Legal & General Group Plc increased its stake in Johnson & Johnson by 2.8% in the 3rd quarter. Legal & General Group Plc now owns 19,450,064 shares of the company's stock valued at $3,606,431,000 after purchasing an additional 532,790 shares in the last quarter. Finally, Amundi increased its stake in Johnson & Johnson by 19.3% in the 3rd quarter. Amundi now owns 13,354,936 shares of the company's stock valued at $2,512,719,000 after purchasing an additional 2,163,838 shares in the last quarter. 69.55% of the stock is owned by institutional investors and hedge funds.

Wall Street Analyst Weigh In

JNJ has been the subject of several research analyst reports. Leerink Partners raised Johnson & Johnson from a "market perform" rating to an "outperform" rating and set a $265.00 price objective for the company in a research note on Wednesday, May 13th. HSBC raised their price objective on Johnson & Johnson from $265.00 to $280.00 and gave the company a "buy" rating in a research note on Tuesday, March 17th. Loop Capital set a $220.00 price objective on Johnson & Johnson in a research note on Tuesday, January 27th. Weiss Ratings downgraded Johnson & Johnson from a "buy (b+)" rating to a "buy (b)" rating in a research report on Friday, April 24th. Finally, JPMorgan Chase & Co. raised their price target on Johnson & Johnson from $250.00 to $260.00 and gave the stock a "neutral" rating in a research report on Wednesday, April 15th. Twenty investment analysts have rated the stock with a Buy rating and seven have given a Hold rating to the company's stock. According to MarketBeat, the stock currently has a consensus rating of "Moderate Buy" and a consensus target price of $253.04.

Johnson & Johnson Stock Performance

Johnson & Johnson stock opened at $234.67 on Friday. The company has a debt-to-equity ratio of 0.46, a quick ratio of 0.77 and a current ratio of 1.03. The stock has a fifty day moving average of $234.02 and a two-hundred day moving average of $223.28. The company has a market capitalization of $564.91 billion, a price-to-earnings ratio of 27.13, a PEG ratio of 2.29 and a beta of 0.27. Johnson & Johnson has a fifty-two week low of $149.04 and a fifty-two week high of $251.71.

Johnson & Johnson (NYSE:JNJ - Get Free Report) last released its quarterly earnings results on Tuesday, April 14th. The company reported $2.70 earnings per share for the quarter, topping the consensus estimate of $2.68 by $0.02. The company had revenue of $24.06 billion during the quarter, compared to the consensus estimate of $23.60 billion. Johnson & Johnson had a return on equity of 32.60% and a net margin of 21.83%.Johnson & Johnson's revenue was up 9.9% compared to the same quarter last year. During the same quarter last year, the business posted $2.77 earnings per share. Johnson & Johnson has set its FY 2026 guidance at 11.450-11.650 EPS. On average, analysts anticipate that Johnson & Johnson will post 11.57 EPS for the current fiscal year.

Johnson & Johnson Increases Dividend

The firm also recently disclosed a quarterly dividend, which will be paid on Tuesday, June 9th. Stockholders of record on Tuesday, May 26th will be given a $1.34 dividend. This is an increase from Johnson & Johnson's previous quarterly dividend of $1.30. This represents a $5.36 dividend on an annualized basis and a dividend yield of 2.3%. The ex-dividend date of this dividend is Tuesday, May 26th. Johnson & Johnson's dividend payout ratio (DPR) is presently 60.12%.

Johnson & Johnson News Roundup

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

• Positive Sentiment: Johnson & Johnson received favorable coverage for its diversified pharma and MedTech businesses, with analysts saying its pipeline progress and stronger 2026 outlook make it better positioned than Pfizer despite patent risks. J&J & Pfizer Face Patent Risks: Which Stock Looks Better Positioned?
• Positive Sentiment: The company announced China approval for nipocalimab, a regulatory win that expands the drug’s commercial potential and supports sentiment around J&J’s pipeline. Johnson & Johnson says nipocalimab approved in China
• Positive Sentiment: J&J also highlighted a next-generation coronary artery disease catheter, reinforcing growth prospects in its MedTech segment and ongoing innovation in interventional medicine. Johnson & Johnson (JNJ) Unveils Next-Gen Catheter for Coronary Artery Disease
• Positive Sentiment: J&J announced a collaboration to build a global intelligent operating room network with Abu Dhabi’s health department, adding another AI-driven MedTech initiative that could strengthen its long-term growth story. Johnson & Johnson Advances Creation of Global Intelligent OR Network
• Neutral Sentiment: J&J was included in broader dividend and blue-chip stock commentary, which may reinforce its reputation as a defensive income stock but does not appear to be a major direct driver. The Dividend Stocks That Can Replace a $65,000 Income and What They’ll Cost You
• Neutral Sentiment: Another article framed J&J as a defensive growth stock, supporting the bull case but offering little new fundamental information. Why Johnson & Johnson (JNJ) Still Fits a Defensive Growth Case
• Negative Sentiment: ImmunityBio said its ANKTIVA-based bladder cancer data shows a cost advantage versus J&J’s TAR-200, which could raise competitive pressure in an important oncology area. IBRX Says ANKTIVA Delivers Up To $314K Cost Advantage Over J&J’s TAR-200

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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