PFG Advisors Has $5.80 Million Position in Johnson & Johnson $JNJ

Key Points

• PFG Advisors cut its stake in Johnson & Johnson by 35.9% in Q4, selling 15,737 shares and ending the period with 28,041 shares worth $5.803 million.
• Johnson & Johnson beat Q1 revenue and EPS, set FY2026 guidance of $11.45–$11.65 EPS, and raised the quarterly dividend to $1.34 (annualized $5.36, ~2.4% yield).
• Analysts are broadly positive: the stock carries a consensus rating of Moderate Buy with an average price target of $252.48 after several recent target increases.

PFG Advisors lessened its stake in shares of Johnson & Johnson (NYSE:JNJ - Free Report) by 35.9% during the fourth quarter, according to its most recent filing with the Securities & Exchange Commission. The firm owned 28,041 shares of the company's stock after selling 15,737 shares during the period. PFG Advisors' holdings in Johnson & Johnson were worth $5,803,000 at the end of the most recent reporting period.

A number of other institutional investors also recently modified their holdings of JNJ. Brighton Jones LLC lifted its position in shares of Johnson & Johnson by 13.9% during the 4th quarter. Brighton Jones LLC now owns 51,876 shares of the company's stock valued at $7,502,000 after acquiring an additional 6,332 shares during the period. United Bank increased its stake in Johnson & Johnson by 110.7% during the 1st quarter. United Bank now owns 9,279 shares of the company's stock valued at $1,539,000 after purchasing an additional 4,876 shares in the last quarter. Sivia Capital Partners LLC increased its stake in Johnson & Johnson by 13.4% during the 2nd quarter. Sivia Capital Partners LLC now owns 5,863 shares of the company's stock valued at $896,000 after purchasing an additional 692 shares in the last quarter. Wealth Group Ltd. increased its stake in Johnson & Johnson by 12.8% during the 2nd quarter. Wealth Group Ltd. now owns 1,482 shares of the company's stock valued at $226,000 after purchasing an additional 168 shares in the last quarter. Finally, Schnieders Capital Management LLC. increased its stake in Johnson & Johnson by 9.8% during the 2nd quarter. Schnieders Capital Management LLC. now owns 73,680 shares of the company's stock valued at $11,255,000 after purchasing an additional 6,584 shares in the last quarter. Institutional investors and hedge funds own 69.55% of the company's stock.

Analyst Upgrades and Downgrades

JNJ has been the subject of a number of recent research reports. Citigroup boosted their price target on shares of Johnson & Johnson from $274.00 to $285.00 and gave the company a "buy" rating in a research note on Tuesday, April 7th. The Goldman Sachs Group boosted their price target on shares of Johnson & Johnson from $265.00 to $275.00 and gave the company a "buy" rating in a research note on Wednesday, April 15th. Bank of America boosted their price target 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 restated an "outperform" rating and set a $265.00 price target on shares of Johnson & Johnson in a research note on Wednesday, April 15th. Finally, UBS Group restated a "buy" rating on shares of Johnson & Johnson in a research note on Monday, January 5th. Eighteen research analysts have rated the stock with a Buy rating and nine have issued a Hold rating to the company's stock. Based on data from MarketBeat, the company presently has a consensus rating of "Moderate Buy" and an average target price of $252.48.

Johnson & Johnson Stock Performance

NYSE JNJ opened at $227.45 on Friday. Johnson & Johnson has a 1 year low of $146.12 and a 1 year high of $251.71. The company has a debt-to-equity ratio of 0.46, a current ratio of 1.03 and a quick ratio of 0.77. The firm has a market cap of $547.84 billion, a price-to-earnings ratio of 26.30, a PEG ratio of 2.26 and a beta of 0.34. The company has a fifty day moving average price of $240.18 and a 200-day moving average price of $218.46.

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

Johnson & Johnson Increases Dividend

The business also recently announced 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 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 61.97%.

More Johnson & Johnson News

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 Johnson & Johnson news, EVP Vanessa Broadhurst sold 6,197 shares of the business'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 transaction, the executive vice president directly owned 23,003 shares in the company, valued at $5,598,700.17. The trade was a 21.22% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available through the SEC website. Also, EVP Timothy Schmid sold 22,623 shares of the business's 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 completion of the transaction, the executive vice president owned 26,769 shares in the company, valued at approximately $6,540,469.77. The trade was a 45.80% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Over the last quarter, insiders sold 30,142 shares of company stock worth $7,360,528. Corporate insiders own 0.16% of the company's stock.

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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