Stronghold Wealth Management L.L.C. Invests $539,000 in Johnson & Johnson $JNJ

Stronghold Wealth Management L.L.C. acquired a new position in shares of Johnson & Johnson (NYSE:JNJ) during the 4th quarter, according to its most recent disclosure with the SEC. The institutional investor acquired 2,605 shares of the company’s stock, valued at approximately $539,000.

Several other hedge funds have also recently made changes to their positions in JNJ. Abich Financial Wealth Management LLC purchased a new stake in shares of Johnson & Johnson during the 3rd quarter valued at about $26,000. Cresta Advisors Ltd. purchased a new stake in shares of Johnson & Johnson during the 4th quarter valued at about $26,000. DecisionPoint Financial LLC raised its position in shares of 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 buying an additional 75 shares in the last quarter. Family CFO Inc purchased a new stake in shares of Johnson & Johnson during the 4th quarter valued at about $31,000. Finally, Bay Harbor Wealth Management LLC raised its holdings in Johnson & Johnson by 49.0% during the 4th quarter. Bay Harbor Wealth Management LLC now owns 149 shares of the company’s stock valued at $31,000 after buying an additional 49 shares during the period. 69.55% of the stock is currently owned by hedge funds and other institutional investors.

Analyst Upgrades and Downgrades

JNJ has been the topic of several recent research reports. Loop Capital set a $220.00 price target on Johnson & Johnson in a report on Tuesday, January 27th. HSBC increased their price target on Johnson & Johnson from $265.00 to $280.00 and gave the company a “buy” rating in a report on Tuesday, March 17th. Barclays increased their price target on Johnson & Johnson from $234.00 to $255.00 and gave the company an “equal weight” rating in a report on Wednesday, April 15th. Rothschild & Co Redburn increased their price objective on shares of Johnson & Johnson from $180.00 to $210.00 and gave the stock a “neutral” rating in a research report on Thursday, February 19th. Finally, Wall Street Zen lowered shares of Johnson & Johnson from a “buy” rating to a “hold” rating in a research report on Saturday, February 14th. Twenty analysts have rated the stock with a Buy rating and seven have assigned a Hold rating to the stock. According to MarketBeat.com, the stock presently has an average rating of “Moderate Buy” and a consensus price target of $253.04.

Johnson & Johnson Price Performance

JNJ opened at $226.81 on Monday. The business’s 50-day moving average is $235.13 and its two-hundred day moving average is $222.02. The company has a debt-to-equity ratio of 0.46, a current ratio of 1.03 and a quick ratio of 0.77. Johnson & Johnson has a 1 year low of $149.04 and a 1 year high of $251.71. The firm has a market capitalization of $545.98 billion, a PE ratio of 26.22, a price-to-earnings-growth ratio of 2.22 and a beta of 0.27.

Johnson & Johnson (NYSE:JNJ) last released its quarterly 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. Johnson & Johnson had a net margin of 21.83% and a return on equity of 32.60%. The business had revenue of $24.06 billion for the quarter, compared to analyst estimates of $23.60 billion. During the same period in the previous year, the company earned $2.77 earnings per share. The business’s revenue for the quarter was up 9.9% on a year-over-year basis. Johnson & Johnson has set its FY 2026 guidance at 11.450-11.650 EPS. Research analysts anticipate that Johnson & Johnson will post 11.57 earnings per share for the current fiscal year.

Johnson & Johnson Increases Dividend

The firm also recently declared a quarterly dividend, which will be paid on Tuesday, June 9th. Stockholders of record on Tuesday, May 26th will be paid a dividend of $1.34 per share. 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 dividend yield of 2.4%. Johnson & Johnson’s payout ratio is presently 60.12%.

Insider Transactions at Johnson & Johnson

In other news, EVP Vanessa Broadhurst sold 6,197 shares of the business’s stock in a transaction 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 sale, the executive vice president directly owned 23,003 shares of the company’s stock, valued at $5,598,700.17. The trade was a 21.22% decrease in their ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available through this hyperlink. Also, EVP Timothy Schmid sold 1,322 shares of the business’s stock in a transaction on Friday, February 20th. The shares were 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 trade represents a 4.94% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders have sold 30,142 shares of company stock worth $7,360,528 in the last 90 days. Insiders own 0.16% of the company’s stock.

Key Headlines Impacting Johnson & Johnson

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

• Positive Sentiment: Leerink Partners upgraded Johnson & Johnson (JNJ) to Outperform, which can help investor sentiment and suggests the firm sees more upside from current levels. Leerink Partners upgrades Johnson & Johnson (JNJ)
• Positive Sentiment: A new article says J&J’s story is shifting as newer drugs such as Icotyde, Inlexzo, Tecvayli and Tremfya gain attention, while a valuation update nudged fair value slightly higher. That points to continued pipeline progress as a key long-term driver. How The Story For Johnson & Johnson (JNJ) Is Shifting With New Drugs And Legal Twists
• Positive Sentiment: CAPLYTA data highlighted favorable efficacy and safety versus competing antipsychotics, reinforcing the value of J&J’s mental-health franchise and broader pipeline depth. CAPLYTA Data Highlights Johnson & Johnson Valuation And Mental Health Story
• Neutral Sentiment: MeiraGTx reported an asset purchase agreement with Johnson & Johnson for bota-vec, a transaction that appears more strategic than immediately material for earnings, but it shows J&J remains active in bolt-on pipeline deals. MeiraGTx Reports First Quarter 2026 Financial and Operational Results
• Neutral Sentiment: Recent bladder-cancer survey coverage reinforces the need for better therapies, which supports the market’s broader view that J&J’s oncology and urology pipeline could have room to grow, though the report itself does not change fundamentals immediately. Groundbreaking global survey captures the significant patient burden experienced with current standard-of-care bladder cancer treatments, underscoring urgency for continued innovation
• Negative Sentiment: Articles note Johnson & Johnson has been down since its last earnings report, indicating some investors remain cautious despite the company’s stable fundamentals and defensive profile. Why Is Johnson & Johnson (JNJ) Down 3.5% Since Last Earnings Report?

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.