Johnson & Johnson $JNJ Shares Sold by Mutual of America Capital Management LLC

Mutual of America Capital Management LLC decreased its position in shares of Johnson & Johnson (NYSE:JNJ) by 1.0% during the 4th quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm owned 277,690 shares of the company’s stock after selling 2,794 shares during the period. Johnson & Johnson accounts for approximately 0.6% of Mutual of America Capital Management LLC’s portfolio, making the stock its 15th biggest holding. Mutual of America Capital Management LLC’s holdings in Johnson & Johnson were worth $57,468,000 at the end of the most recent quarter.

Other institutional investors also recently added to or reduced their stakes in the company. J.W. Cole Advisors Inc. grew its stake in shares of Johnson & Johnson by 2.2% in the 3rd quarter. J.W. Cole Advisors Inc. now owns 130,934 shares of the company’s stock valued at $24,278,000 after purchasing an additional 2,769 shares during the last quarter. Guinness Asset Management LTD grew its stake in shares of Johnson & Johnson by 0.4% in the 3rd quarter. Guinness Asset Management LTD now owns 1,383,195 shares of the company’s stock valued at $251,216,000 after purchasing an additional 5,994 shares during the last quarter. Greenberg Financial Group purchased a new position in shares of Johnson & Johnson in the 4th quarter valued at approximately $954,000. National Pension Service boosted its stake in shares of Johnson & Johnson by 3.2% in the third quarter. National Pension Service now owns 4,926,569 shares of the company’s stock valued at $913,484,000 after buying an additional 151,707 shares in the last quarter. Finally, Envestnet Asset Management Inc. boosted its stake in shares of Johnson & Johnson by 4.4% in the third quarter. Envestnet Asset Management Inc. now owns 5,135,378 shares of the company’s stock valued at $952,202,000 after buying an additional 214,830 shares in the last quarter. Institutional investors and hedge funds own 69.55% of the company’s stock.

Analyst Ratings Changes

A number of research firms recently weighed in on JNJ. Johnson Rice upgraded Johnson & Johnson from a “hold” rating to an “outperform” rating in a research note on Wednesday, May 13th. Daiwa Securities Group lifted their price target on Johnson & Johnson from $237.00 to $246.00 and gave the company an “outperform” rating in a research note on Thursday, April 16th. Guggenheim lifted their price target on Johnson & Johnson from $244.00 to $266.00 and gave the company a “buy” rating in a research note on Monday, April 20th. Barclays lifted their price target on Johnson & Johnson from $234.00 to $255.00 and gave the company an “equal weight” rating in a research note on Wednesday, April 15th. Finally, Raymond James Financial lifted their price target on Johnson & Johnson from $237.00 to $258.00 and gave the company an “outperform” rating in a research note on Wednesday, April 15th. Twenty investment analysts have rated the stock with a Buy rating and seven have assigned a Hold rating to the stock. According to data from MarketBeat, Johnson & Johnson has an average rating of “Moderate Buy” and a consensus target price of $253.04.

Key Headlines Impacting Johnson & Johnson

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

• Positive Sentiment: Johnson & Johnson announced strong late-stage prostate cancer data for ERLEADA (apalutamide), showing it significantly reduced the risk of metastasis or death and improved key surgical outcomes. The results, presented at ASCO and published in The New England Journal of Medicine, could strengthen the drug’s commercial outlook. Article Title
• Positive Sentiment: J&J also reported pivotal data for RYBREVANT FASPRO (amivantamab and hyaluronidase-lpuj) in advanced head and neck cancer, with durable responses and a meaningful complete-response rate. The company has already submitted for FDA approval in this indication, which could expand its oncology pipeline. Article Title
• Positive Sentiment: Separate coverage highlighted Johnson & Johnson as one of the best dividend-paying stocks to buy right now, reinforcing its appeal as a defensive income name for investors seeking stability and yield. Article Title
• Neutral Sentiment: Another article asked whether J&J is too expensive after its 48% one-year surge, reflecting valuation concerns rather than a direct change in fundamentals. The piece suggests some investors may be pausing after the stock’s strong rally. Article Title
• Negative Sentiment: Recent commentary also noted the stock has slipped in the short term, implying some near-term profit-taking as investors digest the large year-to-date move and weigh whether upside is already reflected in the price. Article Title

Johnson & Johnson Stock Down 0.6%

JNJ opened at $223.90 on Tuesday. The business’s fifty day moving average is $232.75 and its two-hundred day moving average is $225.29. 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 company has a market cap of $538.96 billion, a price-to-earnings ratio of 25.88, a PEG ratio of 2.21 and a beta of 0.26. Johnson & Johnson has a one year low of $149.04 and a one year high of $251.71.

Johnson & Johnson (NYSE:JNJ) last released its quarterly earnings results on Tuesday, April 14th. The company reported $2.70 earnings per share for the quarter, topping 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 company had revenue of $24.06 billion during the quarter, compared to analysts’ expectations of $23.60 billion. During the same period in the previous year, the firm posted $2.77 earnings per share. The business’s revenue for the quarter 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. Analysts anticipate that Johnson & Johnson will post 11.57 EPS for the current fiscal year.

Johnson & Johnson Increases Dividend

The business also recently declared a quarterly dividend, which will be paid on Tuesday, June 9th. Stockholders of record on Tuesday, May 26th will be issued a $1.34 dividend. This represents a $5.36 dividend on an annualized basis and a dividend yield of 2.4%. This is a positive change from Johnson & Johnson’s previous quarterly dividend of $1.30. The ex-dividend date of this dividend is Tuesday, May 26th. Johnson & Johnson’s payout ratio is presently 61.97%.

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.