Ticino Wealth Acquires New Stake in Johnson & Johnson $JNJ

Key Points

• Ticino Wealth acquired a new stake of 16,214 Johnson & Johnson shares in Q4 valued at roughly $3.36 million, representing 1.2% of its portfolio and the firm's 22nd largest holding.
• J&J reported a Q1 beat (EPS $2.70 vs. $2.68; revenue $24.06B, +9.9% YoY), set FY‑2026 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 — two EVPs disclosed share sales and insiders sold 30,142 shares worth about $7.36 million over the past 90 days, while institutional investors own roughly 69.6% of the stock.

Ticino Wealth acquired a new stake in shares of Johnson & Johnson (NYSE:JNJ - Free Report) in the fourth quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor acquired 16,214 shares of the company's stock, valued at approximately $3,355,000. Johnson & Johnson comprises 1.2% of Ticino Wealth's portfolio, making the stock its 22nd biggest holding.

Other hedge funds also recently bought and sold shares of the company. AustralianSuper Pty Ltd increased its position in Johnson & Johnson by 632.0% in the third quarter. AustralianSuper Pty Ltd now owns 89,183 shares of the company's stock worth $16,536,000 after buying an additional 77,000 shares in the last quarter. J.W. Cole Advisors Inc. increased its position in Johnson & Johnson by 2.2% in the third quarter. J.W. Cole Advisors Inc. now owns 130,934 shares of the company's stock worth $24,278,000 after buying an additional 2,769 shares in the last quarter. Guinness Asset Management LTD increased its position in Johnson & Johnson by 0.4% in the third quarter. Guinness Asset Management LTD now owns 1,383,195 shares of the company's stock worth $251,216,000 after buying an additional 5,994 shares in the last quarter. Greenberg Financial Group purchased a new stake in Johnson & Johnson in the fourth quarter worth about $954,000. Finally, National Pension Service increased its position in Johnson & Johnson by 3.2% in the third quarter. National Pension Service now owns 4,926,569 shares of the company's stock worth $913,484,000 after buying an additional 151,707 shares in the last quarter. Hedge funds and other institutional investors own 69.55% of the company's stock.

Insider Buying and Selling

In other Johnson & Johnson news, EVP Timothy Schmid sold 1,322 shares of the company's stock in a transaction that occurred on Friday, February 20th. The stock was sold at an average price of $245.66, for a total transaction of $324,762.52. Following the sale, the executive vice president directly owned 25,447 shares in the company, valued at $6,251,310.02. This represents a 4.94% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which is available at this link. Also, EVP Vanessa Broadhurst sold 6,197 shares of the company's 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 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 ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Over the last 90 days, insiders have sold 30,142 shares of company stock worth $7,360,528. Company insiders own 0.16% of the company's stock.

Johnson & Johnson Price Performance

Shares of Johnson & Johnson stock opened at $227.45 on Friday. The stock has a 50 day moving average of $240.18 and a 200 day moving average of $218.46. Johnson & Johnson has a 12 month low of $146.12 and a 12 month high of $251.71. The firm has a market cap of $547.84 billion, a PE ratio of 26.30, a PEG ratio of 2.26 and a beta of 0.34. The company has a current ratio of 1.03, a quick ratio of 0.77 and a debt-to-equity ratio of 0.46.

Johnson & Johnson (NYSE:JNJ - Get Free Report) last issued its quarterly earnings data on Tuesday, April 14th. The company reported $2.70 earnings per share (EPS) for the quarter, beating analysts' consensus estimates 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 for the quarter, compared to the consensus estimate of $23.60 billion. During the same period in the prior year, the business posted $2.77 earnings per share. The company's quarterly 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 EPS 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. Shareholders 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 boost from Johnson & Johnson's previous quarterly dividend of $1.30. The ex-dividend date is Tuesday, May 26th. Johnson & Johnson's dividend payout ratio (DPR) is currently 61.97%.

Key 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

Analysts Set New Price Targets

JNJ has been the subject of a number of analyst reports. TD Cowen initiated coverage on Johnson & Johnson in a research report on Wednesday, April 8th. They issued a "buy" rating and a $250.00 price target for the company. UBS Group restated a "buy" rating on shares of Johnson & Johnson in a research report on Monday, January 5th. Freedom Capital cut Johnson & Johnson from a "strong-buy" rating to a "hold" rating in a research report on Friday, January 16th. Citigroup upped their price target on Johnson & Johnson from $274.00 to $285.00 and gave the stock a "buy" rating in a research report on Tuesday, April 7th. Finally, Wolfe Research upped their price target on Johnson & Johnson from $225.00 to $240.00 and gave the stock an "outperform" rating in a research report on Monday, January 5th. Eighteen analysts have rated the stock with a Buy rating and nine have assigned a Hold rating to the company's stock. Based on data from MarketBeat, the company presently has an average rating of "Moderate Buy" and an average target price 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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