RiverFront Investment Group LLC grew its holdings in shares of Johnson & Johnson (NYSE:JNJ – Free Report) by 16.9% in the 4th quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor owned 22,441 shares of the company’s stock after acquiring an additional 3,242 shares during the period. RiverFront Investment Group LLC’s holdings in Johnson & Johnson were worth $4,644,000 as of its most recent SEC filing.
Several other large investors also recently modified their holdings of the business. Sapient Capital LLC grew its stake in shares of Johnson & Johnson by 2.8% during the fourth quarter. Sapient Capital LLC now owns 59,397 shares of the company’s stock valued at $12,290,000 after acquiring an additional 1,613 shares in the last quarter. Passumpsic Savings Bank acquired a new stake in shares of Johnson & Johnson during the fourth quarter valued at about $389,000. Chase Investment Counsel Corp grew its stake in shares of Johnson & Johnson by 5.0% during the fourth quarter. Chase Investment Counsel Corp now owns 4,622 shares of the company’s stock valued at $956,000 after acquiring an additional 221 shares in the last quarter. North Dakota State Investment Board acquired a new stake in shares of Johnson & Johnson during the fourth quarter valued at about $17,079,000. Finally, Rossmore Private Capital grew its stake in shares of Johnson & Johnson by 16.8% during the fourth quarter. Rossmore Private Capital now owns 100,771 shares of the company’s stock valued at $20,855,000 after acquiring an additional 14,527 shares in the last quarter. 69.55% of the stock is currently owned by institutional investors and hedge funds.
Key Johnson & Johnson News
Here are the key news stories impacting Johnson & Johnson this week:
- Positive Sentiment: Leerink Partners upgraded Johnson & Johnson (JNJ) to Outperform, which can help investor sentiment and suggests the firm sees more upside from current levels. Leerink Partners upgrades Johnson & Johnson (JNJ)
- Positive Sentiment: A new article says J&J’s story is shifting as newer drugs such as Icotyde, Inlexzo, Tecvayli and Tremfya gain attention, while a valuation update nudged fair value slightly higher. That points to continued pipeline progress as a key long-term driver. How The Story For Johnson & Johnson (JNJ) Is Shifting With New Drugs And Legal Twists
- Positive Sentiment: CAPLYTA data highlighted favorable efficacy and safety versus competing antipsychotics, reinforcing the value of J&J’s mental-health franchise and broader pipeline depth. CAPLYTA Data Highlights Johnson & Johnson Valuation And Mental Health Story
- Neutral Sentiment: MeiraGTx reported an asset purchase agreement with Johnson & Johnson for bota-vec, a transaction that appears more strategic than immediately material for earnings, but it shows J&J remains active in bolt-on pipeline deals. MeiraGTx Reports First Quarter 2026 Financial and Operational Results
- Neutral Sentiment: Recent bladder-cancer survey coverage reinforces the need for better therapies, which supports the market’s broader view that J&J’s oncology and urology pipeline could have room to grow, though the report itself does not change fundamentals immediately. Groundbreaking global survey captures the significant patient burden experienced with current standard-of-care bladder cancer treatments, underscoring urgency for continued innovation
- Negative Sentiment: Articles note Johnson & Johnson has been down since its last earnings report, indicating some investors remain cautious despite the company’s stable fundamentals and defensive profile. Why Is Johnson & Johnson (JNJ) Down 3.5% Since Last Earnings Report?
Wall Street Analyst Weigh In
Check Out Our Latest Analysis on Johnson & Johnson
Johnson & Johnson Stock Performance
Shares of NYSE JNJ opened at $226.81 on Monday. The company has a quick ratio of 0.77, a current ratio of 1.03 and a debt-to-equity ratio of 0.46. The firm’s 50-day moving average price is $235.13 and its two-hundred day moving average price is $222.02. Johnson & Johnson has a 52-week low of $149.04 and a 52-week high of $251.71. The stock has a market capitalization of $545.98 billion, a P/E ratio of 26.22, a P/E/G ratio of 2.22 and a beta of 0.27.
Johnson & Johnson (NYSE:JNJ – Get Free Report) last issued its earnings results on Tuesday, April 14th. The company reported $2.70 earnings per share (EPS) for the quarter, topping 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 quarter last year, the company posted $2.77 earnings per share. Johnson & Johnson’s revenue 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, sell-side analysts forecast that Johnson & Johnson will post 11.57 earnings per share for the current year.
Johnson & Johnson Increases Dividend
The firm also recently announced a quarterly dividend, which will be paid on Tuesday, June 9th. Shareholders of record on Tuesday, May 26th will be issued a $1.34 dividend. This is an increase from Johnson & Johnson’s previous quarterly dividend of $1.30. This represents a $5.36 dividend on an annualized basis and a yield of 2.4%. The ex-dividend date of this dividend is Tuesday, May 26th. Johnson & Johnson’s dividend payout ratio is 60.12%.
Insider Transactions at Johnson & Johnson
In other Johnson & Johnson news, EVP Timothy Schmid sold 22,623 shares of the firm’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 transaction, the executive vice president owned 26,769 shares of the company’s stock, valued at $6,540,469.77. This trade represents a 45.80% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which is available at this link. Also, EVP Vanessa Broadhurst sold 6,197 shares of the firm’s stock in a transaction dated Tuesday, February 17th. The stock was sold at an average price of $243.39, for a total transaction of $1,508,287.83. Following the completion of the transaction, the executive vice president directly owned 23,003 shares in the company, valued at $5,598,700.17. This represents a 21.22% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold 30,142 shares of company stock worth $7,360,528 in the last three months. 0.16% of the stock is currently owned by corporate insiders.
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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