Cumberland Partners Ltd Sells 8,440 Shares of Johnson & Johnson $JNJ

Cumberland Partners Ltd trimmed its position in shares of Johnson & Johnson (NYSE:JNJ) by 12.4% during the 4th quarter, Holdings Channel.com reports. The institutional investor owned 59,375 shares of the company’s stock after selling 8,440 shares during the quarter. Cumberland Partners Ltd’s holdings in Johnson & Johnson were worth $12,288,000 at the end of the most recent reporting period.

Other large investors have also recently added to or reduced their stakes in the company. Cresta Advisors Ltd. bought a new stake in Johnson & Johnson during the fourth quarter worth about $26,000. Abich Financial Wealth Management LLC bought a new stake in Johnson & Johnson during the third quarter worth about $26,000. DecisionPoint Financial LLC grew its stake in Johnson & Johnson by 104.2% during the fourth quarter. DecisionPoint Financial LLC now owns 147 shares of the company’s stock worth $30,000 after buying an additional 75 shares during the last quarter. Bay Harbor Wealth Management LLC grew its stake in Johnson & Johnson by 49.0% during the fourth quarter. Bay Harbor Wealth Management LLC now owns 149 shares of the company’s stock worth $31,000 after buying an additional 49 shares during the last quarter. Finally, Family CFO Inc bought a new stake in Johnson & Johnson during the fourth quarter worth about $31,000. 69.55% of the stock is owned by institutional investors.

Wall Street Analyst Weigh In

Several research firms have recently commented on JNJ. Barclays increased their price target on shares of Johnson & Johnson from $234.00 to $255.00 and gave the company an “equal weight” rating in a research note on Wednesday, April 15th. Wells Fargo & Company increased their price target on shares of Johnson & Johnson from $240.00 to $263.00 and gave the company an “overweight” rating in a research note on Wednesday, April 15th. Stifel Nicolaus increased their price target on shares of Johnson & Johnson from $220.00 to $250.00 and gave the company a “hold” rating in a research note on Wednesday, April 15th. TD Cowen began coverage on shares of Johnson & Johnson in a research note on Wednesday, April 8th. They set a “buy” rating and a $250.00 price target on the stock. Finally, Sanford C. Bernstein increased their price target on shares of Johnson & Johnson from $225.00 to $251.00 and gave the company a “market perform” rating in a research note on Wednesday, April 15th. Twenty investment analysts have rated the stock with a Buy rating and seven have issued a Hold rating to the company’s stock. According to MarketBeat, the company has an average rating of “Moderate Buy” and an average target price of $253.04.

Johnson & Johnson Price Performance

Shares of JNJ stock opened at $234.67 on Friday. Johnson & Johnson has a 52-week low of $149.04 and a 52-week high of $251.71. The stock has a market cap of $564.91 billion, a PE ratio of 27.13, a PEG ratio of 2.27 and a beta of 0.27. 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 firm’s 50 day moving average price is $234.02 and its two-hundred day moving average price is $223.28.

Johnson & Johnson (NYSE:JNJ) last announced 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 net margin of 21.83% and a return on equity of 32.60%. The firm had revenue of $24.06 billion for the quarter, compared to analysts’ expectations of $23.60 billion. During the same period last year, the firm 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. As a group, analysts forecast that Johnson & Johnson will post 11.57 EPS for the current year.

Johnson & Johnson Increases Dividend

The firm also recently disclosed a quarterly dividend, which will be paid on Tuesday, June 9th. Shareholders of record on Tuesday, May 26th will be paid a $1.34 dividend. The ex-dividend date of this dividend is Tuesday, May 26th. This is a boost from Johnson & Johnson’s previous quarterly dividend of $1.30. This represents a $5.36 dividend on an annualized basis and a yield of 2.3%. Johnson & Johnson’s payout ratio is 60.12%.

Key Johnson & Johnson News

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

• Positive Sentiment: Johnson & Johnson received favorable coverage for its diversified pharma and MedTech businesses, with analysts saying its pipeline progress and stronger 2026 outlook make it better positioned than Pfizer despite patent risks. J&J & Pfizer Face Patent Risks: Which Stock Looks Better Positioned?
• Positive Sentiment: The company announced China approval for nipocalimab, a regulatory win that expands the drug’s commercial potential and supports sentiment around J&J’s pipeline. Johnson & Johnson says nipocalimab approved in China
• Positive Sentiment: J&J also highlighted a next-generation coronary artery disease catheter, reinforcing growth prospects in its MedTech segment and ongoing innovation in interventional medicine. Johnson & Johnson (JNJ) Unveils Next-Gen Catheter for Coronary Artery Disease
• Positive Sentiment: J&J announced a collaboration to build a global intelligent operating room network with Abu Dhabi’s health department, adding another AI-driven MedTech initiative that could strengthen its long-term growth story. Johnson & Johnson Advances Creation of Global Intelligent OR Network
• Neutral Sentiment: J&J was included in broader dividend and blue-chip stock commentary, which may reinforce its reputation as a defensive income stock but does not appear to be a major direct driver. The Dividend Stocks That Can Replace a $65,000 Income and What They’ll Cost You
• Neutral Sentiment: Another article framed J&J as a defensive growth stock, supporting the bull case but offering little new fundamental information. Why Johnson & Johnson (JNJ) Still Fits a Defensive Growth Case
• Negative Sentiment: ImmunityBio said its ANKTIVA-based bladder cancer data shows a cost advantage versus J&J’s TAR-200, which could raise competitive pressure in an important oncology area. IBRX Says ANKTIVA Delivers Up To $314K Cost Advantage Over J&J’s TAR-200

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.