Fiera Capital Corp Reduces Stake in Johnson & Johnson $JNJ

Fiera Capital Corp lowered its holdings in Johnson & Johnson (NYSE:JNJ) by 7.1% in the 4th quarter, HoldingsChannel reports. The institutional investor owned 2,458,245 shares of the company’s stock after selling 187,171 shares during the period. Johnson & Johnson accounts for approximately 1.6% of Fiera Capital Corp’s investment portfolio, making the stock its 14th biggest holding. Fiera Capital Corp’s holdings in Johnson & Johnson were worth $508,734,000 at the end of the most recent reporting period.

Several other institutional investors and hedge funds have also bought and sold shares of JNJ. Blueline Advisors LLC purchased a new stake in Johnson & Johnson in the 4th quarter worth approximately $25,000. Abich Financial Wealth Management LLC purchased a new stake in Johnson & Johnson in the 3rd quarter worth approximately $26,000. Cresta Advisors Ltd. bought a new position in shares of Johnson & Johnson in the 4th quarter worth approximately $26,000. DecisionPoint Financial LLC raised its position in shares of Johnson & Johnson by 104.2% in the 4th quarter. DecisionPoint Financial LLC now owns 147 shares of the company’s stock worth $30,000 after acquiring an additional 75 shares in the last quarter. Finally, Family CFO Inc bought a new position in shares of Johnson & Johnson in the 4th quarter worth approximately $31,000. Hedge funds and other institutional investors own 69.55% of the company’s stock.

Johnson & Johnson News Summary

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

• Positive Sentiment: Jim Cramer highlighted Johnson & Johnson’s lack of major patent expirations and pointed to its billion-dollar drugs and growing businesses as reasons to own the stock. Jim Cramer Highlights Johnson & Johnson Having No Big Patent Expirations
• Positive Sentiment: ASCO 2026 updates underscored Johnson & Johnson’s expanding specialty-drug pipeline, with encouraging data in autoimmunity, oncology, and myeloma that could support longer-term revenue growth. ASCO 2026 Data Underscore Johnson & Johnson’s Expanding Specialty Drug Story
• Positive Sentiment: Separate market coverage noted Johnson & Johnson has been outperforming the broader market recently, reinforcing investor confidence in the defensive healthcare name. Johnson & Johnson (JNJ) Exceeds Market Returns: Some Facts to Consider
• Neutral Sentiment: Newsweek named Johnson & Johnson among the world’s greenest companies for 2026, which is supportive for ESG-focused investors but unlikely to move the stock on its own. Goldman Sachs, Johnson & Johnson, MetLife Named Among Newsweek’s World’s Greenest Companies 2026
• Neutral Sentiment: Analysts highlighted ongoing headwinds, including Stelara erosion, China MedTech pressure, and talc litigation, though J&J is still targeting $100 billion in revenue and faster growth in 2026. Can JNJ Sustain Growth Amid Patent, Legal and China Risks?

Johnson & Johnson Stock Up 0.0%

JNJ stock opened at $232.81 on Monday. Johnson & Johnson has a twelve month low of $149.04 and a twelve month high of $251.71. 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 has a market cap of $560.42 billion, a PE ratio of 26.91, a price-to-earnings-growth ratio of 2.28 and a beta of 0.26. The business has a 50 day moving average of $231.98 and a 200 day moving average of $226.15.

Johnson & Johnson (NYSE:JNJ) last posted its quarterly earnings data on Tuesday, April 14th. The company reported $2.70 earnings per share for the quarter, beating analysts’ consensus estimates of $2.68 by $0.02. Johnson & Johnson had a return on equity of 32.60% and a net margin of 21.83%.The company had revenue of $24.06 billion during the quarter, compared to analyst estimates of $23.60 billion. During the same quarter last year, the company earned $2.77 EPS. The firm’s revenue for the quarter was up 9.9% on a year-over-year basis. Johnson & Johnson has set its FY 2026 guidance at 11.450-11.650 EPS. On average, research analysts forecast that Johnson & Johnson will post 11.57 EPS for the current fiscal 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 paid a dividend of $1.34 per share. The ex-dividend date is Tuesday, May 26th. This represents a $5.36 annualized dividend and a yield of 2.3%. This is a positive change from Johnson & Johnson’s previous quarterly dividend of $1.30. Johnson & Johnson’s dividend payout ratio (DPR) is 61.97%.

Analyst Upgrades and Downgrades

Several brokerages have recently issued reports on JNJ. Bank of America increased their target price on Johnson & Johnson from $253.00 to $254.00 and gave the stock a “neutral” rating in a research report on Wednesday, April 15th. Leerink Partners raised Johnson & Johnson from a “market perform” rating to an “outperform” rating and set a $265.00 target price for the company in a research report on Wednesday, May 13th. Raymond James Financial increased their target price on Johnson & Johnson from $237.00 to $258.00 and gave the stock an “outperform” rating in a research report on Wednesday, April 15th. Argus increased their target price on Johnson & Johnson from $240.00 to $275.00 and gave the stock a “buy” rating in a research report on Thursday, April 16th. Finally, Daiwa Securities Group increased their target price on Johnson & Johnson from $237.00 to $246.00 and gave the stock an “outperform” rating in a research report on Thursday, April 16th. Twenty analysts have rated the stock with a Buy rating and seven have issued a Hold rating to the stock. According to MarketBeat.com, Johnson & Johnson presently has a consensus rating of “Moderate Buy” and a consensus price target of $253.04.

Johnson & Johnson Company 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.