Miller Howard Investments Inc. NY Decreases Holdings in Johnson & Johnson $JNJ

Miller Howard Investments Inc. NY trimmed its position in Johnson & Johnson (NYSE:JNJ) by 1.3% during the fourth quarter, HoldingsChannel.com reports. The fund owned 512,294 shares of the company’s stock after selling 6,922 shares during the quarter. Johnson & Johnson makes up 3.2% of Miller Howard Investments Inc. NY’s portfolio, making the stock its 2nd biggest position. Miller Howard Investments Inc. NY’s holdings in Johnson & Johnson were worth $106,019,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

A number of other hedge funds have also added to or reduced their stakes in JNJ. Brighton Jones LLC grew its stake in shares of 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 buying an additional 6,332 shares during the last quarter. United Bank grew 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 buying an additional 4,876 shares during the last quarter. Sivia Capital Partners LLC grew its stake in shares of Johnson & Johnson by 13.4% during the second quarter. Sivia Capital Partners LLC now owns 5,863 shares of the company’s stock worth $896,000 after buying an additional 692 shares during the last quarter. Wealth Group Ltd. grew its stake in shares of Johnson & Johnson by 12.8% during the second 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. grew its stake in shares of Johnson & Johnson by 9.8% during the second 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.

Analyst Ratings Changes

JNJ has been the topic of a number of research reports. Weiss Ratings reaffirmed a “buy (b)” rating on shares of Johnson & Johnson in a research note on Wednesday, January 28th. Royal Bank Of Canada reaffirmed an “outperform” rating and set a $265.00 target price on shares of Johnson & Johnson in a research note on Wednesday, April 15th. HSBC boosted their target price on shares of Johnson & Johnson from $265.00 to $280.00 and gave the stock a “buy” rating in a research note on Tuesday, March 17th. TD Cowen initiated coverage on shares of Johnson & Johnson in a research note on Wednesday, April 8th. They set a “buy” rating and a $250.00 target price on the stock. Finally, Citigroup boosted their target price on shares of Johnson & Johnson from $274.00 to $285.00 and gave the stock a “buy” rating in a research note on Tuesday, April 7th. Eighteen equities research analysts have rated the stock with a Buy rating and nine have given a Hold rating to the company. According to data from MarketBeat.com, Johnson & Johnson has an average rating of “Moderate Buy” and a consensus price target of $252.48.

Johnson & Johnson Price Performance

Shares of NYSE:JNJ opened at $230.67 on Friday. The firm has a market cap of $555.60 billion, a PE ratio of 26.67, a price-to-earnings-growth ratio of 2.21 and a beta of 0.34. The firm’s fifty day moving average is $240.50 and its 200-day moving average is $218.19. The company has a debt-to-equity ratio of 0.48, a quick ratio of 0.77 and a current ratio of 1.03. Johnson & Johnson has a 52 week low of $146.12 and a 52 week high of $251.71.

Johnson & Johnson (NYSE:JNJ) last issued its quarterly earnings results on Tuesday, April 14th. The company reported $2.70 EPS for the quarter, topping analysts’ consensus estimates of $2.68 by $0.02. The company had revenue of $24.06 billion for the quarter, compared to analyst estimates of $23.60 billion. Johnson & Johnson had a net margin of 21.83% and a return on equity of 32.75%. Johnson & Johnson’s revenue was up 9.9% compared to the same quarter last year. During the same quarter in the previous year, the business earned $2.77 earnings per share. Johnson & Johnson has set its FY 2026 guidance at 11.450-11.650 EPS. Sell-side analysts predict that Johnson & Johnson will post 11.57 earnings per share for the current year.

Johnson & Johnson Increases Dividend

The firm also recently declared a quarterly dividend, which will be paid on Tuesday, June 9th. Stockholders 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 dividend yield of 2.3%. This is a boost from Johnson & Johnson’s previous quarterly dividend of $1.30. The ex-dividend date is Tuesday, May 26th. Johnson & Johnson’s dividend payout ratio (DPR) is presently 60.12%.

Insiders Place Their Bets

In other news, EVP Timothy Schmid sold 22,623 shares of Johnson & Johnson stock in a transaction on Wednesday, February 18th. The shares were sold at an average price of $244.33, for a total transaction of $5,527,477.59. Following the transaction, the executive vice president owned 26,769 shares in the company, valued at approximately $6,540,469.77. The trade was a 45.80% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through the SEC website. Also, EVP Vanessa Broadhurst sold 6,197 shares of the business’s stock in a transaction on Tuesday, February 17th. The shares were 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 owned 23,003 shares in the company, valued at approximately $5,598,700.17. The trade was a 21.22% decrease in their position. The disclosure for this sale is available in the SEC filing. In the last quarter, insiders have sold 30,142 shares of company stock worth $7,360,528. 0.16% of the stock is owned by company insiders.

More Johnson & Johnson News

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

• Positive Sentiment: Long‑term Phase 3 and open‑label extension data for IMAAVY (nipocalimab) showed sustained disease control and safety through ~120 weeks in generalized myasthenia gravis; J&J also started the first industry head‑to‑head FcRn study — these clinical wins strengthen JNJ’s immunology franchise and future revenue potential. IMAAVY press release
• Positive Sentiment: New AI and EP (electrophysiology) product updates — including the CARTOSOUND SONATA AI module and expanded VARIPULSE data — add visible growth optionality in cardiac devices and services, helping justify premium valuation for the MedTech segment. AI Cardiac Tools article
• Positive Sentiment: Strategic commercial collaboration with Viz.ai to deploy AI subdural hemorrhage detection across U.S. hospitals broadens J&J’s neurovascular offering and supports recurring software/solution revenue opportunities. Viz.ai collaboration
• Positive Sentiment: CE Mark approval for the new ETHICON 4000 surgical stapler is a commercial milestone that supports device sales growth in Europe and enhances the surgical portfolio’s near‑term revenue trajectory. ETHICON 4000 CE Mark
• Positive Sentiment: Technical and sentiment catalysts: Seeking Alpha notes JNJ snapped a six‑session losing streak, and high‑profile endorsements / analyst attention (including Jim Cramer buys and a Guggenheim mention) are drawing retail and institutional interest. Seeking Alpha: snap losses Jim Cramer mention Guggenheim analyst note
• Neutral Sentiment: Coverage pieces highlight JNJ as a defensive/dividend and counter‑cyclical pick, which can attract income‑oriented buyers but is a longer‑term narrative rather than an immediate catalyst. Dividend stocks article Counter cyclical article

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.