Wealthfront Advisers LLC Has $67.79 Million Stock Holdings in Johnson & Johnson $JNJ

Key Points

• Wealthfront Advisers LLC increased its Johnson & Johnson stake by 4.3% in Q4 to 327,542 shares, valued at about $67.79 million after buying an additional 13,455 shares.
• Johnson & Johnson beat Q1 estimates with $2.70 EPS and $24.06 billion revenue, set FY2026 guidance of 11.45–11.65 EPS, and raised its quarterly dividend to $1.34 ($5.36 annual; 2.4% yield) with an ex‑dividend date of May 26.
• Analysts have been raising price targets recently and the stock holds a consensus rating of "Moderate Buy" with a consensus target around $252.48 (18 Buy, 9 Hold).

Wealthfront Advisers LLC grew its position in shares of Johnson & Johnson (NYSE:JNJ - Free Report) by 4.3% during the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission. The institutional investor owned 327,542 shares of the company's stock after purchasing an additional 13,455 shares during the quarter. Wealthfront Advisers LLC's holdings in Johnson & Johnson were worth $67,785,000 as of its most recent SEC filing.

Other hedge funds have also recently made changes to their positions in the company. Abich Financial Wealth Management LLC acquired a new stake in Johnson & Johnson during the 3rd quarter valued at approximately $26,000. DecisionPoint Financial LLC increased its position in Johnson & Johnson by 104.2% during the 4th quarter. DecisionPoint Financial LLC now owns 147 shares of the company's stock valued at $30,000 after purchasing an additional 75 shares during the period. Semmax Financial Advisors Inc. increased its position in Johnson & Johnson by 55.0% during the 2nd quarter. Semmax Financial Advisors Inc. now owns 203 shares of the company's stock valued at $31,000 after purchasing an additional 72 shares during the period. Family CFO Inc acquired a new stake in Johnson & Johnson during the 4th quarter valued at approximately $31,000. Finally, Turning Point Benefit Group Inc. acquired a new stake in Johnson & Johnson during the 3rd quarter valued at approximately $41,000. 69.55% of the stock is owned by institutional investors and hedge funds.

More Johnson & Johnson News

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

Insider Activity at Johnson & Johnson

In other news, EVP Timothy Schmid sold 1,322 shares of the business'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 completion of the sale, the executive vice president owned 25,447 shares in the company, valued at $6,251,310.02. The trade was a 4.94% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which is available through this hyperlink. Also, EVP Vanessa Broadhurst sold 6,197 shares of the business'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 of the company's stock, valued at approximately $5,598,700.17. This represents a 21.22% decrease in their position. The SEC filing for this sale provides additional information. In the last 90 days, insiders have sold 30,142 shares of company stock valued at $7,360,528. Corporate insiders own 0.16% of the company's stock.

Analyst Ratings Changes

A number of analysts have weighed in on JNJ shares. Rothschild & Co Redburn increased their target price on shares of Johnson & Johnson from $180.00 to $210.00 and gave the company a "neutral" rating in a research report on Thursday, February 19th. HSBC boosted their price target on Johnson & Johnson from $265.00 to $280.00 and gave the company a "buy" rating in a research note on Tuesday, March 17th. TD Cowen began coverage on Johnson & Johnson in a research note on Wednesday, April 8th. They issued a "buy" rating and a $250.00 price target on the stock. Argus boosted their price target on Johnson & Johnson from $240.00 to $275.00 and gave the company a "buy" rating in a research note on Thursday, April 16th. Finally, Stifel Nicolaus boosted their price target on Johnson & Johnson from $220.00 to $250.00 and gave the company a "hold" rating in a research note on Wednesday, April 15th. Eighteen equities research analysts have rated the stock with a Buy rating and nine have issued a Hold rating to the stock. Based on data from MarketBeat.com, Johnson & Johnson currently has a consensus rating of "Moderate Buy" and a consensus price target of $252.48.

Johnson & Johnson Price Performance

Shares of JNJ opened at $227.51 on Friday. Johnson & Johnson has a 52-week low of $146.12 and a 52-week high of $251.71. 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 business's 50 day moving average price is $238.83 and its two-hundred day moving average price is $219.50. The firm has a market cap of $547.66 billion, a PE ratio of 26.30, a price-to-earnings-growth ratio of 2.25 and a beta of 0.27.

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

Johnson & Johnson Increases Dividend

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

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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