Sanctuary Advisors LLC Increases Stake in Johnson & Johnson $JNJ

Key Points

• Sanctuary Advisors increased its stake in Johnson & Johnson by 3.8% in Q4 to 402,425 shares, now valued at about $83.28 million.
• J&J reported an EPS beat with Q1 EPS of $2.70 (vs. $2.68 expected) and revenue up 9.9%, reaffirmed FY2026 guidance of $11.45–11.65 EPS, and raised its quarterly dividend to $1.34 (annual $5.36, ~2.4% yield).

Sanctuary Advisors LLC lifted its stake in shares of Johnson & Johnson (NYSE:JNJ - Free Report) by 3.8% during the 4th quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The firm owned 402,425 shares of the company's stock after buying an additional 14,697 shares during the quarter. Sanctuary Advisors LLC's holdings in Johnson & Johnson were worth $83,282,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

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

Johnson & Johnson Trading Down 0.2%

NYSE:JNJ opened at $227.30 on Thursday. The company's 50 day moving average price is $239.16 and its 200-day moving average price is $219.43. Johnson & Johnson has a 52 week low of $146.12 and a 52 week high of $251.71. 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 stock has a market cap of $547.16 billion, a price-to-earnings ratio of 26.28, a PEG ratio of 2.21 and a beta of 0.34.

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 analysts' consensus estimates of $2.68 by $0.02. Johnson & Johnson had a net margin of 21.83% and a return on equity of 32.60%. During the same quarter in the previous year, the business earned $2.77 EPS. The company'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. On average, equities research analysts forecast that Johnson & Johnson will post 11.57 earnings per share for the current fiscal year.

Johnson & Johnson Increases Dividend

The business also recently disclosed a quarterly dividend, which will be paid on Tuesday, June 9th. Investors of record on Tuesday, May 26th will be given a dividend of $1.34 per share. This represents a $5.36 dividend on an annualized basis and a yield of 2.4%. This is a positive change from Johnson & Johnson's previous quarterly dividend of $1.30. The ex-dividend date is Tuesday, May 26th. Johnson & Johnson's payout ratio is currently 60.12%.

Insider Buying and Selling

In related news, EVP Timothy Schmid sold 22,623 shares of the stock in a transaction that occurred on 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 transaction, the executive vice president owned 26,769 shares in the company, valued at $6,540,469.77. This represents a 45.80% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available at the SEC website. Also, EVP Vanessa Broadhurst sold 6,197 shares of the stock in a transaction that occurred on Tuesday, February 17th. The shares were 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 in the company, valued at approximately $5,598,700.17. This trade represents a 21.22% decrease in their position. The disclosure for this sale is available in the SEC filing. In the last 90 days, insiders have sold 30,142 shares of company stock worth $7,360,528. 0.16% of the stock is owned by insiders.

Wall Street Analyst Weigh In

A number of equities research analysts have weighed in on the stock. Citigroup upped their price objective on shares of Johnson & Johnson from $274.00 to $285.00 and gave the stock a "buy" rating in a report on Tuesday, April 7th. Bank of America upped their price objective on shares of Johnson & Johnson from $253.00 to $254.00 and gave the stock a "neutral" rating in a report on Wednesday, April 15th. Barclays upped their price objective on shares of Johnson & Johnson from $234.00 to $255.00 and gave the stock an "equal weight" rating in a report on Wednesday, April 15th. Raymond James Financial upped their price objective on shares of Johnson & Johnson from $237.00 to $258.00 and gave the stock an "outperform" rating in a report on Wednesday, April 15th. Finally, Wolfe Research upped their price objective on shares of Johnson & Johnson from $225.00 to $240.00 and gave the stock an "outperform" rating in a report on Monday, January 5th. Eighteen research analysts have rated the stock with a Buy rating and nine have assigned a Hold rating to the company's stock. According to data from MarketBeat, the company presently has a consensus rating of "Moderate Buy" and an average target price of $252.48.

Johnson & Johnson News Roundup

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

• Positive Sentiment: FDA actions boost late‑stage and approved pipeline: the FDA granted Priority Review to IMAAVY (nipocalimab) for warm autoimmune hemolytic anemia and approved a supplemental NDA for CAPLYTA (lumateperone) to prevent schizophrenia relapse — both expand J&J’s immunology and neuropsychiatry franchises and increase near‑ and mid‑term commercial optionality. FDA Decisions Put Johnson & Johnson’s Growth And Valuation In Focus
• Positive Sentiment: Cardiovascular M&A to broaden MedTech exposure: J&J agreed to buy Atraverse Medical to add the Hotwire left‑heart access system, supporting growth in atrial fibrillation and cardiac‑ablation markets and strengthening MedTech revenue mix. Johnson And Johnson Expands Heart Portfolio With Atraverse Deal And Valuation Upside
• Positive Sentiment: Analyst upgrades: Erste Group raised FY2026/2027 EPS forecasts for J&J (modest increases to $11.57 for FY2026 and $12.63 for FY2027), signalling improving analyst confidence in earnings trajectory. MarketBeat JNJ coverage
• Positive Sentiment: MedTech improvement continuing: management commentary and analyst notes point to sequential recovery in medical devices, supporting topline momentum in the higher‑margin MedTech segment. J&J Sees Continued MedTech Improvement in Q1, Eyes Better 2026
• Positive Sentiment: Dividend and quality recognition: J&J continues to be featured among dividend‑focused and quality stock lists (Dividend Kings/Reddit picks), which supports demand from income and defensive investors. 3 Dividend Kings That Have Outrun the Nasdaq Over 12 Months
• Neutral Sentiment: Quarterly results and guidance context: J&J reported a slight EPS beat for the quarter and reiterated FY2026 EPS guidance in the 11.45–11.65 range; steady fundamentals but not a dramatic surprise. MarketBeat JNJ coverage
• Neutral Sentiment: ETF/sector flow context: broader pharma/healthcare ETF and sector stories (Invesco PJP coverage) can influence relative flows into JNJ but are not company‑specific catalysts. Should You Invest in the Invesco Pharmaceuticals ETF (PJP)?
• Neutral Sentiment: Market focus / headlines: coverage noting J&J “gains focus” in the S&P can lift attention but not necessarily valuation immediately. Johnson & Johnson Gains Focus In S&P 500 today Watch
• Negative Sentiment: Recent share weakness and valuation scrutiny: analysts and writeups point to a ~6% one‑month pullback and renewed focus on valuation after short‑term underperformance, which can pressure sentiment and short‑term flows. A Look At Johnson & Johnson (JNJ) Valuation After Recent Share Price Weakness
• Negative Sentiment: Controversial distribution plan flagged: reports that J&J plans to sell some prescription drugs to TrumpRx as a cost‑reduction move introduce reputational and political risk that could concern some investors and payors. Johnson & Johnson Plans to Sell Prescription Drugs to TrumpRx in Cost-Reduction Push

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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