First National Bank & Trust Co. of Newtown Boosts Holdings in Johnson & Johnson $JNJ

First National Bank & Trust Co. of Newtown boosted its position in shares of Johnson & Johnson (NYSE:JNJ) by 72.3% during the 4th quarter, HoldingsChannel.com reports. The fund owned 49,939 shares of the company’s stock after buying an additional 20,959 shares during the quarter. Johnson & Johnson accounts for 1.9% of First National Bank & Trust Co. of Newtown’s investment portfolio, making the stock its 8th biggest holding. First National Bank & Trust Co. of Newtown’s holdings in Johnson & Johnson were worth $10,335,000 at the end of the most recent reporting period.

Other institutional investors and hedge funds have also recently added to or reduced their stakes in the company. Abich Financial Wealth Management LLC acquired a new position in shares of Johnson & Johnson in the third quarter valued at $26,000. DecisionPoint Financial LLC increased its holdings in shares of Johnson & Johnson by 104.2% in the fourth quarter. DecisionPoint Financial LLC now owns 147 shares of the company’s stock valued at $30,000 after purchasing an additional 75 shares during the last quarter. Family CFO Inc acquired a new position in shares of Johnson & Johnson in the fourth quarter valued at $31,000. Stone House Investment Management LLC increased its holdings in shares of Johnson & Johnson by 58.9% in the fourth quarter. Stone House Investment Management LLC now owns 197 shares of the company’s stock valued at $41,000 after purchasing an additional 73 shares during the last quarter. Finally, Semmax Financial Advisors Inc. increased its holdings in shares of Johnson & Johnson by 55.0% in the second quarter. Semmax Financial Advisors Inc. now owns 203 shares of the company’s stock valued at $31,000 after purchasing an additional 72 shares during the last quarter. 69.55% of the stock is owned by institutional investors.

Analyst Upgrades and Downgrades

Several equities analysts have commented on JNJ shares. Royal Bank Of Canada reiterated an “outperform” rating and issued a $265.00 price objective on shares of Johnson & Johnson in a report on Wednesday, April 15th. Bank of America upped their price objective on shares of Johnson & Johnson from $253.00 to $254.00 and gave the company a “neutral” rating in a report on Wednesday, April 15th. Daiwa Securities Group boosted 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. Stifel Nicolaus boosted their price target on Johnson & Johnson from $220.00 to $250.00 and gave the company a “hold” rating in a research note on Wednesday, April 15th. Finally, The Goldman Sachs Group boosted their price target on Johnson & Johnson from $265.00 to $275.00 and gave the company a “buy” rating in a research note on Wednesday, April 15th. Eighteen analysts have rated the stock with a Buy rating and nine have given a Hold rating to the company’s stock. According to MarketBeat.com, Johnson & Johnson presently has an average rating of “Moderate Buy” and a consensus target price of $252.48.

Johnson & Johnson News Roundup

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

• Positive Sentiment: FDA priority review and label expansion lift pipeline outlook — the FDA granted Priority Review for IMAAVY in warm autoimmune hemolytic anemia and approved a supplemental NDA for CAPLYTA, broadening J&J’s late‑stage and approved drug mix and improving near‑term revenue/valuation visibility. FDA Decisions Put Johnson & Johnson’s Growth And Valuation In Focus
• Positive Sentiment: Clinical readout supports commercial potential — updated Phase 3 Vivacity‑MG3 data show sustained efficacy for IMAAVY in generalized myasthenia, strengthening the drug’s commercial case if approved and reducing clinical risk for a material growth driver. Johnson & Johnson (JNJ) Highlights Sustained Efficacy in Vivacity-MG3 Trial
• Positive Sentiment: Orderly IR succession reduces governance risk — J&J named Ryan Koors as Vice President, Investor Relations (effective May 7), replacing Darren Snellgrove; the quick internal replacement suggests continuity in communications with investors. Johnson & Johnson Appoints Ryan Koors as Vice President, Investor Relations
• Positive Sentiment: Analyst upgrades lift earnings outlook — Erste Group nudged up FY2026/27 EPS estimates for JNJ, signaling modestly stronger consensus fundamentals that can support multiple expansion. (Analyst note reported April 27)
• Neutral Sentiment: Talent move to Halozyme could be mixed — Halozyme’s appointment of a new CFO (a veteran from J&J) highlights J&J’s role as a talent source; impact on JNJ is likely neutral given the rapid IR replacement but worth watching for further departures. Halozyme Appoints New Chief Financial Officer to Drive Growth

Insider Transactions at Johnson & Johnson

In related news, EVP Vanessa Broadhurst sold 6,197 shares of the business’s stock in a transaction dated Tuesday, February 17th. The stock was sold at an average price of $243.39, for a total value of $1,508,287.83. Following the completion of the transaction, the executive vice president 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 transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available through this link. Also, EVP Timothy Schmid sold 22,623 shares of the business’s stock in a transaction dated Wednesday, February 18th. The shares were sold at an average price of $244.33, for a total value of $5,527,477.59. Following the completion of the transaction, the executive vice president directly owned 26,769 shares of the company’s stock, valued at approximately $6,540,469.77. This trade represents a 45.80% decrease in their position. The SEC filing for this sale provides additional information. In the last ninety days, insiders sold 30,142 shares of company stock valued at $7,360,528. 0.16% of the stock is owned by insiders.

Johnson & Johnson Trading Up 1.2%

Shares of Johnson & Johnson stock opened at $230.14 on Friday. The firm has a 50-day moving average of $238.83 and a 200-day moving average of $219.50. The stock has a market cap of $554.00 billion, a PE ratio of 26.61, a PEG ratio of 2.23 and a beta of 0.34. Johnson & Johnson has a 52-week low of $146.12 and a 52-week high of $251.71. The company has a debt-to-equity ratio of 0.46, a quick ratio of 0.77 and a current ratio of 1.03.

Johnson & Johnson (NYSE:JNJ) last announced its earnings results 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. The company had revenue of $24.06 billion during the quarter, compared to analysts’ expectations of $23.60 billion. Johnson & Johnson had a net margin of 21.83% and a return on equity of 32.60%. Johnson & Johnson’s quarterly revenue was up 9.9% on a year-over-year basis. During the same quarter in the previous year, the business posted $2.77 earnings per share. Johnson & Johnson has set its FY 2026 guidance at 11.450-11.650 EPS. As a group, sell-side analysts forecast that Johnson & Johnson will post 11.57 EPS for the current year.

Johnson & Johnson Increases Dividend

The business also recently declared a quarterly dividend, which will be paid on Tuesday, June 9th. Investors of record on Tuesday, May 26th will be paid a $1.34 dividend. This represents a $5.36 dividend on an annualized basis and a yield of 2.3%. This is a boost 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 60.12%.

About Johnson & Johnson

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.