Johnson & Johnson $JNJ Shares Sold by Clifford Swan Investment Counsel LLC

Clifford Swan Investment Counsel LLC reduced its position in Johnson & Johnson (NYSE:JNJ) by 1.5% in the 4th quarter, HoldingsChannel.com reports. The fund owned 214,749 shares of the company’s stock after selling 3,294 shares during the quarter. Johnson & Johnson comprises approximately 1.5% of Clifford Swan Investment Counsel LLC’s holdings, making the stock its 15th largest position. Clifford Swan Investment Counsel LLC’s holdings in Johnson & Johnson were worth $44,442,000 at the end of the most recent quarter.

Several other institutional investors also recently bought and sold shares of the company. Norges Bank acquired a new position in shares of Johnson & Johnson during the fourth quarter worth about $6,924,523,000. Vanguard Group Inc. lifted its stake in Johnson & Johnson by 1.6% during the fourth quarter. Vanguard Group Inc. now owns 240,349,660 shares of the company’s stock worth $49,740,362,000 after purchasing an additional 3,731,074 shares during the last quarter. Capital International Investors lifted its stake in Johnson & Johnson by 545.6% during the third quarter. Capital International Investors now owns 3,865,050 shares of the company’s stock worth $716,657,000 after purchasing an additional 3,266,354 shares during the last quarter. Amundi lifted its stake in Johnson & Johnson by 19.3% during the third quarter. Amundi now owns 13,354,936 shares of the company’s stock worth $2,512,719,000 after purchasing an additional 2,163,838 shares during the last quarter. Finally, Marshall Wace LLP lifted its stake in Johnson & Johnson by 126.3% during the third quarter. Marshall Wace LLP now owns 3,584,162 shares of the company’s stock worth $664,575,000 after purchasing an additional 2,000,609 shares during the last quarter. 69.55% of the stock is owned by institutional investors and hedge funds.

Johnson & Johnson Price Performance

Johnson & Johnson stock opened at $228.32 on Friday. Johnson & Johnson has a 12 month low of $149.04 and a 12 month high of $251.71. The company has a debt-to-equity ratio of 0.46, a current ratio of 1.03 and a quick ratio of 0.77. The business has a 50 day simple moving average of $232.12 and a 200-day simple moving average of $225.92. The stock has a market capitalization of $549.63 billion, a PE ratio of 26.40, a price-to-earnings-growth ratio of 2.19 and a beta of 0.26.

Johnson & Johnson (NYSE:JNJ) last released its quarterly earnings results on Tuesday, April 14th. The company reported $2.70 EPS for the quarter, topping the consensus estimate 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 during the quarter, compared to analysts’ expectations of $23.60 billion. During the same quarter in the prior year, the business earned $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. Equities analysts predict that Johnson & Johnson will post 11.57 earnings per share for the current 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 paid a dividend of $1.34 per share. This represents a $5.36 annualized dividend and a dividend yield of 2.3%. 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: Johnson & Johnson presented multiple favorable ASCO 2026 data readouts, including practice-changing prostate cancer results for apalutamide and encouraging oncology/myeloma updates that support its specialty drug growth narrative. ASCO 2026 Data Underscore Johnson & Johnson’s Expanding Specialty Drug Story
• Positive Sentiment: Nipocalimab showed sustained lupus disease control in Phase 2 JASMINE data, with stronger responses in autoantibody-positive patients, bolstering J&J’s autoimmune pipeline and the case for future commercialization. Johnson & Johnson late-breaking results show nipocalimab significantly reduced systemic lupus erythematosus disease activity in a Phase 2 study
• Positive Sentiment: New Sjögren’s disease data further reinforced nipocalimab’s potential, showing greater clinical response in patients with higher autoantibody and IgG levels, which may indicate a meaningful treatment effect in more severe cases. Johnson & Johnson presents new data further reinforcing the role of nipocalimab in lowering the autoantibodies driving Sjögren’s disease
• Neutral Sentiment: Newsweek named Johnson & Johnson among the World’s Greenest Companies 2026, a positive reputation item but not a major immediate earnings driver. Goldman Sachs, Johnson & Johnson, MetLife Named Among Newsweek’s World’s Greenest Companies 2026

Analyst Upgrades and Downgrades

JNJ has been the subject of several recent analyst reports. HSBC boosted their target price on Johnson & Johnson from $265.00 to $280.00 and gave the stock a “buy” rating in a research note on Tuesday, March 17th. JPMorgan Chase & Co. boosted their target price on Johnson & Johnson from $250.00 to $260.00 and gave the stock a “neutral” rating in a research note on Wednesday, April 15th. Raymond James Financial boosted their target price on Johnson & Johnson from $237.00 to $258.00 and gave the stock an “outperform” rating in a research note on Wednesday, April 15th. Rothschild & Co Redburn boosted their target price on Johnson & Johnson from $180.00 to $210.00 and gave the stock a “neutral” rating in a research note on Thursday, February 19th. Finally, Sanford C. Bernstein boosted their target price on Johnson & Johnson from $225.00 to $251.00 and gave the stock a “market perform” rating in a research note on Wednesday, April 15th. Twenty analysts have rated the stock with a Buy rating and seven have issued a Hold rating to the company. According to MarketBeat, Johnson & Johnson currently has a consensus rating of “Moderate Buy” and an average price target of $253.04.

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.