Commonwealth of Pennsylvania Public School Empls Retrmt SYS Has $115.98 Million Stake in Johnson & Johnson $JNJ

Commonwealth of Pennsylvania Public School Empls Retrmt SYS lessened its holdings in Johnson & Johnson (NYSE:JNJ) by 3.1% during the fourth quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The fund owned 560,416 shares of the company’s stock after selling 17,914 shares during the period. Johnson & Johnson makes up approximately 0.6% of Commonwealth of Pennsylvania Public School Empls Retrmt SYS’s portfolio, making the stock its 23rd biggest holding. Commonwealth of Pennsylvania Public School Empls Retrmt SYS’s holdings in Johnson & Johnson were worth $115,978,000 at the end of the most recent quarter.

A number of other hedge funds and other institutional investors have also recently modified their holdings of the business. Keyvantage Wealth LLC boosted its stake in shares of Johnson & Johnson by 13.2% in the 4th quarter. Keyvantage Wealth LLC now owns 3,972 shares of the company’s stock worth $822,000 after buying an additional 462 shares during the last quarter. Impact Partnership Wealth LLC boosted its stake in shares of Johnson & Johnson by 183.6% in the 4th quarter. Impact Partnership Wealth LLC now owns 4,493 shares of the company’s stock worth $930,000 after buying an additional 2,909 shares during the last quarter. Norges Bank purchased a new position in shares of Johnson & Johnson in the 4th quarter worth approximately $6,924,523,000. Madison Wealth Partners Inc boosted its stake in shares of Johnson & Johnson by 32.7% in the 4th quarter. Madison Wealth Partners Inc now owns 3,192 shares of the company’s stock worth $661,000 after buying an additional 787 shares during the last quarter. Finally, Hilltop Partners LLC boosted its stake in shares of Johnson & Johnson by 3.3% in the 4th quarter. Hilltop Partners LLC now owns 19,196 shares of the company’s stock worth $3,973,000 after buying an additional 618 shares during the last quarter. Hedge funds and other institutional investors own 69.55% of the company’s stock.

Key Headlines Impacting Johnson & Johnson

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

• Positive Sentiment: Johnson & Johnson reported updated Phase 1/1b data showing RYBREVANT plus LAZCLUZE delivered prolonged clinical benefit in atypical EGFR-mutated non-small cell lung cancer, with median overall survival nearing 3.5 years. This strengthens the case for the company’s lung cancer pipeline. Article Title
• Positive Sentiment: New Phase 3 MajesTEC-9 data showed TECVAYLI improved progression-free and overall survival versus standard of care in relapsed multiple myeloma, reinforcing Johnson & Johnson’s momentum in blood-cancer treatments and expanding confidence in the drug’s earlier-line use. Article Title
• Positive Sentiment: The FDA approved a label expansion for TREMFYA in psoriatic arthritis, adding evidence that it can help stop structural joint damage. That makes TREMFYA more differentiated in a large immunology market and may support future sales growth. Article Title
• Neutral Sentiment: Several analyst and market commentary pieces noted that JNJ has outperformed the Dow and that Wall Street sentiment remains moderately optimistic, but these were mostly retrospective and did not add new fundamental catalysts. Article Title
• Neutral Sentiment: Johnson & Johnson also announced it will host its second-quarter earnings conference call on July 15, which is routine corporate communication rather than a price-moving event on its own. Article Title
• Negative Sentiment: Broader commentary highlighted that J&J still faces exposure from patent-loss pressure on older products, even though oncology growth and MedTech demand are helping offset it. This remains an overhang on the stock’s longer-term earnings mix. Article Title

Johnson & Johnson Trading Down 2.4%

NYSE:JNJ opened at $225.16 on Friday. The firm’s 50 day moving average is $233.02 and its 200 day moving average is $224.82. The company has a current ratio of 1.03, a quick ratio of 0.77 and a debt-to-equity ratio of 0.46. Johnson & Johnson has a 12 month low of $149.04 and a 12 month high of $251.71. The stock has a market capitalization of $542.01 billion, a PE ratio of 26.03, a price-to-earnings-growth ratio of 2.21 and a beta of 0.27.

Johnson & Johnson (NYSE:JNJ) last issued 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. Johnson & Johnson had a net margin of 21.83% and a return on equity of 32.60%. The business had revenue of $24.06 billion for the quarter, compared to analysts’ expectations of $23.60 billion. During the same quarter in the previous year, the firm posted $2.77 EPS. 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. Sell-side analysts expect 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 dividend of $1.34 per share. 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. This is a positive change 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 research firms recently commented on JNJ. Argus lifted their price target on shares of Johnson & Johnson from $240.00 to $275.00 and gave the stock a “buy” rating in a report on Thursday, April 16th. Raymond James Financial lifted their price target on shares of Johnson & Johnson from $237.00 to $258.00 and gave the stock an “outperform” rating in a report on Wednesday, April 15th. Barclays lifted their price target on shares of Johnson & Johnson from $234.00 to $255.00 and gave the stock an “equal weight” rating in a report on Wednesday, April 15th. Johnson Rice raised shares of Johnson & Johnson from a “hold” rating to an “outperform” rating in a report on Wednesday, May 13th. Finally, JPMorgan Chase & Co. lifted their price target on shares of Johnson & Johnson from $250.00 to $260.00 and gave the stock a “neutral” rating in a report on Wednesday, April 15th. Twenty investment analysts have rated the stock with a Buy rating and seven have issued a Hold rating to the company. According to MarketBeat, the stock currently has an average rating of “Moderate Buy” and a consensus price target of $253.04.

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.