Sigma Planning Corp Acquires 4,678 Shares of Johnson & Johnson $JNJ

Key Points

• Sigma Planning Corp boosted its stake in Johnson & Johnson by 8.9%, buying 4,678 shares to hold 56,956 shares valued at about $11.787 million, per its latest 13F filing.
• J&J reported a slight Q1 earnings beat (EPS $2.70 vs. $2.68), revenue up 9.9% year‑over‑year, set FY2026 guidance of $11.45–$11.65 EPS, and raised its quarterly dividend to $1.34 (annualized $5.36, ~2.4% yield).
• Insiders have been net sellers recently (30,142 shares worth $7.36M in the last 90 days), while analysts maintain a consensus "Moderate Buy" with a $252.48 price target and institutions own about 69.55% of the stock.

Sigma Planning Corp boosted its stake in shares of Johnson & Johnson (NYSE:JNJ - Free Report) by 8.9% in the fourth quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 56,956 shares of the company's stock after buying an additional 4,678 shares during the period. Sigma Planning Corp's holdings in Johnson & Johnson were worth $11,787,000 as of its most recent filing with the Securities & Exchange Commission.

A number of other institutional investors and hedge funds have also made changes to their positions in JNJ. Abich Financial Wealth Management LLC bought a new stake in Johnson & Johnson during the third 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 buying an additional 75 shares during the last quarter. Family CFO Inc bought a new stake in shares of Johnson & Johnson in the 4th quarter valued at about $31,000. Semmax Financial Advisors Inc. grew its position in shares of Johnson & Johnson by 55.0% in the 2nd quarter. Semmax Financial Advisors Inc. now owns 203 shares of the company's stock worth $31,000 after buying an additional 72 shares during the last quarter. Finally, Stone House Investment Management LLC raised its stake in shares of Johnson & Johnson by 58.9% during the 4th quarter. Stone House Investment Management LLC now owns 197 shares of the company's stock worth $41,000 after acquiring an additional 73 shares in the last quarter. 69.55% of the stock is currently owned by hedge funds and other institutional investors.

Key Stories Impacting Johnson & Johnson

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

• Positive Sentiment: Analysts and retail-finance outlets renewed focus on JNJ’s dividend durability and income appeal, reinforcing the stock’s attraction for income investors; that supports long-term demand. Why Johnson & Johnson (JNJ) is a Top Dividend Stock for Your Portfolio Zacks: Why JNJ is a Top Dividend Stock
• Positive Sentiment: Clinical pipeline update: J&J highlighted sustained efficacy in its Vivacity‑MG3 trial (IMAAVY/nipocalimab) — positive for long‑term growth potential in neuromuscular therapeutics if regulatory progress continues. JNJ Highlights Sustained Efficacy in Vivacity-MG3 Trial
• Positive Sentiment: Corporate governance/IR: J&J named Ryan Koors VP of Investor Relations — a stabilizing move ahead of upcoming investor outreach that can help messaging around guidance and capital allocation. Johnson & Johnson Appoints Ryan Koors as Vice President, Investor Relations
• Neutral Sentiment: Peer/sector news: AbbVie is being highlighted for durable growth into the mid‑2030s — reflects positive sentiment toward large pharma but also underscores competition for investor capital within healthcare. AbbVie Expected to Post Durable Growth
• Neutral Sentiment: Related personnel moves: Halozyme’s executive hiring notes include ex‑J&J connections — a reminder of talent flows inside the sector but with limited direct impact on JNJ’s fundamentals. Halozyme Appoints New Chief Financial Officer
• Negative Sentiment: Market rotation toward AI/growth and strong tech engagement (e.g., Microsoft Copilot adoption) can pull capital away from defensive/dividend names like JNJ, contributing to near‑term selling pressure. Microsoft says it has over 20M paid Copilot users

Johnson & Johnson Stock Up 0.1%

Shares of NYSE:JNJ opened at $227.51 on Monday. 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 business has a fifty day moving average of $238.83 and a two-hundred day moving average of $219.90. The stock has a market cap of $547.66 billion, a P/E ratio of 26.30, a PEG ratio of 2.23 and a beta of 0.27.

Johnson & Johnson (NYSE:JNJ - Get Free Report) last released its quarterly earnings data 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. Johnson & Johnson had a net margin of 21.83% and a return on equity of 32.60%. The firm had revenue of $24.06 billion during the quarter, compared to analysts' expectations of $23.60 billion. During the same period last year, the business 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. On average, research analysts expect that Johnson & Johnson will post 11.57 earnings per share for the current year.

Johnson & Johnson Increases Dividend

The firm 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 $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 annualized dividend and a yield of 2.4%. Johnson & Johnson's dividend payout ratio (DPR) is currently 60.12%.

Insider Buying and Selling at Johnson & Johnson

In related news, EVP Vanessa Broadhurst sold 6,197 shares of Johnson & Johnson stock in a transaction that occurred on 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 completion of the sale, 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 transaction was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this link. Also, EVP Timothy Schmid sold 22,623 shares of the firm's stock in a transaction on Wednesday, February 18th. The stock was sold at an average price of $244.33, for a total value of $5,527,477.59. Following the transaction, the executive vice president owned 26,769 shares of the company's stock, valued at approximately $6,540,469.77. This represents a 45.80% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. In the last ninety days, insiders sold 30,142 shares of company stock worth $7,360,528. Corporate insiders own 0.16% of the company's stock.

Analysts Set New Price Targets

Several equities research analysts have weighed in on the stock. Wolfe Research raised their target price on shares of Johnson & Johnson from $225.00 to $240.00 and gave the company an "outperform" rating in a research note on Monday, January 5th. Morgan Stanley set a $283.00 price objective on shares of Johnson & Johnson in a report on Wednesday, April 15th. Citigroup lifted their target price on shares of Johnson & Johnson from $274.00 to $285.00 and gave the stock a "buy" rating in a research note on Tuesday, April 7th. Argus upped their price target on shares of Johnson & Johnson from $240.00 to $275.00 and gave the company a "buy" rating in a research note on Thursday, April 16th. Finally, Freedom Capital downgraded shares of Johnson & Johnson from a "strong-buy" rating to a "hold" rating in a research note on Friday, January 16th. Eighteen research analysts have rated the stock with a Buy rating and nine have assigned a Hold rating to the stock. Based on data from MarketBeat.com, the stock presently has a consensus rating of "Moderate Buy" and a consensus price target of $252.48.

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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