Kera Capital Partners Inc. raised its holdings in Johnson & Johnson (NYSE:JNJ – Free Report) by 152.5% during the 4th quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The firm owned 26,216 shares of the company’s stock after purchasing an additional 15,833 shares during the period. Kera Capital Partners Inc.’s holdings in Johnson & Johnson were worth $5,957,000 at the end of the most recent quarter.
Several other large investors have also made changes to their positions in the business. Brighton Jones LLC raised its position in Johnson & Johnson by 13.9% during the fourth quarter. Brighton Jones LLC now owns 51,876 shares of the company’s stock worth $7,502,000 after acquiring an additional 6,332 shares during the period. United Bank increased its stake in shares of Johnson & Johnson by 110.7% during the first quarter. United Bank now owns 9,279 shares of the company’s stock worth $1,539,000 after purchasing an additional 4,876 shares in the last quarter. Sivia Capital Partners LLC lifted its stake in Johnson & Johnson by 13.4% in the 2nd quarter. Sivia Capital Partners LLC now owns 5,863 shares of the company’s stock valued at $896,000 after buying an additional 692 shares in the last quarter. Wealth Group Ltd. boosted its holdings in Johnson & Johnson by 12.8% in the 2nd quarter. Wealth Group Ltd. now owns 1,482 shares of the company’s stock worth $226,000 after buying an additional 168 shares during the last quarter. Finally, Schnieders Capital Management LLC. boosted its holdings in Johnson & Johnson by 9.8% in the 2nd quarter. Schnieders Capital Management LLC. now owns 73,680 shares of the company’s stock worth $11,255,000 after buying an additional 6,584 shares during the last quarter. 69.55% of the stock is owned by institutional investors and hedge funds.
Johnson & Johnson News Summary
Here are the key news stories impacting Johnson & Johnson this week:
- Positive Sentiment: Johnson & Johnson announced plans to invest over $1 billion in a Florida contact lens manufacturing facility, a sign of continued capital investment and operational expansion. Johnson & Johnson to Invest Over $1 Billion in Florida Contact Lens Manufacturing Facility
- Positive Sentiment: J&J reported Phase 3 results showing TALVEY plus DARZALEX FASPRO improved outcomes in relapsed or refractory multiple myeloma, reinforcing confidence in its oncology pipeline and potential future sales. Johnson & Johnson (JNJ) Reports Phase 3 Myeloma Win For TALVEY Combination
- Neutral Sentiment: J&J was included in a roundup of top research reports, but the item did not provide a specific rating change or new catalyst likely to move the shares. Top Research Reports for Alphabet, Broadcom & Johnson & Johnson
- Neutral Sentiment: Multiple dividend-focused and investor-interest articles highlighted J&J’s reputation as a dividend stalwart and a widely watched healthcare stock, but these were largely commentary pieces rather than fresh fundamental news. Stocks With 50 Years of Dividend Hikes
- Negative Sentiment: Despite the positive business updates, J&J’s stock has recently slipped as investors rotated away from the shares and the market traded higher, suggesting sentiment remains somewhat cautious. Johnson & Johnson (JNJ) Stock Slides as Market Rises: Facts to Know Before You Trade
Insider Buying and Selling at Johnson & Johnson
Johnson & Johnson Price Performance
JNJ stock opened at $228.37 on Friday. Johnson & Johnson has a 1 year low of $149.04 and a 1 year 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 firm has a market capitalization of $549.73 billion, a PE ratio of 26.40, a price-to-earnings-growth ratio of 2.29 and a beta of 0.26. The business has a 50 day simple moving average of $230.87 and a 200-day simple moving average of $228.09.
Johnson & Johnson (NYSE:JNJ – Get Free Report) last announced its quarterly earnings data on Tuesday, April 14th. The company reported $2.70 EPS for the quarter, topping analysts’ consensus estimates of $2.68 by $0.02. The firm had revenue of $24.06 billion for the quarter, compared to the consensus estimate of $23.60 billion. Johnson & Johnson had a return on equity of 32.60% and a net margin of 21.83%.The firm’s revenue was up 9.9% compared to the same quarter last year. During the same quarter last year, the business posted $2.77 earnings per share. Johnson & Johnson has set its FY 2026 guidance at 11.450-11.650 EPS. Equities research analysts anticipate that Johnson & Johnson will post 11.57 earnings per share for the current fiscal year.
Johnson & Johnson Increases Dividend
The business also recently declared a quarterly dividend, which was paid on Tuesday, June 9th. Stockholders of record on Tuesday, May 26th were issued a dividend of $1.34 per share. The ex-dividend date was Tuesday, May 26th. 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. Johnson & Johnson’s payout ratio is presently 61.97%.
Analyst Upgrades and Downgrades
A number of equities analysts have commented on JNJ shares. Bank of America increased their target price on Johnson & Johnson from $253.00 to $254.00 and gave the company a “neutral” rating in a report on Wednesday, April 15th. Royal Bank Of Canada reiterated an “outperform” rating and set a $265.00 price target on shares of Johnson & Johnson in a research report on Wednesday, April 15th. Rothschild & Co Redburn increased their price objective on Johnson & Johnson from $180.00 to $210.00 and gave the company a “neutral” rating in a research note on Thursday, February 19th. Barclays raised their price objective on Johnson & Johnson from $234.00 to $255.00 and gave the company an “equal weight” rating in a report on Wednesday, April 15th. Finally, TD Cowen started coverage on shares of Johnson & Johnson in a report on Wednesday, April 8th. They set a “buy” rating and a $250.00 target price for the company. Twenty analysts have rated the stock with a Buy rating and seven have issued a Hold rating to the company. According to MarketBeat, the stock has a consensus rating of “Moderate Buy” and a consensus target price of $253.04.
View Our Latest Analysis on JNJ
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.
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