Johnson & Johnson $JNJ Position Cut by Mar Vista Investment Partners LLC

Mar Vista Investment Partners LLC decreased its position in shares of Johnson & Johnson (NYSE:JNJ) by 5.8% in the 4th quarter, according to the company in its most recent Form 13F filing with the SEC. The firm owned 169,614 shares of the company’s stock after selling 10,479 shares during the quarter. Johnson & Johnson comprises about 3.2% of Mar Vista Investment Partners LLC’s investment portfolio, making the stock its 16th largest holding. Mar Vista Investment Partners LLC’s holdings in Johnson & Johnson were worth $35,102,000 at the end of the most recent reporting period.

A number of other large investors have also modified their holdings of JNJ. Broadleaf Partners LLC boosted its stake in Johnson & Johnson by 0.6% during the 4th quarter. Broadleaf Partners LLC now owns 7,348 shares of the company’s stock valued at $1,521,000 after purchasing an additional 43 shares during the period. Jessup Wealth Management Inc increased its stake in shares of Johnson & Johnson by 0.6% in the fourth quarter. Jessup Wealth Management Inc now owns 7,574 shares of the company’s stock valued at $1,567,000 after purchasing an additional 44 shares during the period. Plancorp LLC raised its holdings in shares of Johnson & Johnson by 0.3% during the fourth quarter. Plancorp LLC now owns 15,889 shares of the company’s stock valued at $3,288,000 after buying an additional 45 shares during the last quarter. Baron Silver Stevens Financial Advisors LLC boosted its position in shares of Johnson & Johnson by 0.8% during the fourth quarter. Baron Silver Stevens Financial Advisors LLC now owns 5,645 shares of the company’s stock worth $1,168,000 after buying an additional 45 shares during the period. Finally, Strategic Financial Services Inc. grew its holdings in Johnson & Johnson by 0.5% in the 4th quarter. Strategic Financial Services Inc. now owns 8,995 shares of the company’s stock worth $1,862,000 after buying an additional 45 shares in the last quarter. Institutional investors and hedge funds own 69.55% of the company’s stock.

Wall Street Analyst Weigh In

JNJ has been the topic of several recent analyst reports. Argus lifted their target price on Johnson & Johnson from $240.00 to $275.00 and gave the company a “buy” rating in a research note on Thursday, April 16th. Citigroup raised their price target on Johnson & Johnson from $274.00 to $285.00 and gave the company a “buy” rating in a report on Tuesday, April 7th. Bank of America upped their price objective on shares of Johnson & Johnson from $253.00 to $254.00 and gave the stock a “neutral” rating in a report on Wednesday, April 15th. Weiss Ratings lowered shares of Johnson & Johnson from a “buy (b)” rating to a “buy (b-)” rating in a research report on Monday. Finally, Johnson Rice upgraded shares of Johnson & Johnson from a “hold” rating to an “outperform” rating in a research report on Wednesday, May 13th. Twenty equities research analysts have rated the stock with a Buy rating and seven have assigned a Hold rating to the company. According to data from MarketBeat.com, the company has an average rating of “Moderate Buy” and an average target price of $253.04.

Insider Activity

In other news, EVP Kathryn E. Wengel sold 10,000 shares of Johnson & Johnson stock in a transaction that occurred on Thursday, June 11th. The shares were sold at an average price of $241.15, for a total value of $2,411,500.00. Following the transaction, the executive vice president owned 114,288 shares of the company’s stock, valued at $27,560,551.20. The trade was a 8.05% decrease in their position. The sale was disclosed in a document filed with the SEC, which is accessible through this link. 0.16% of the stock is owned by corporate insiders.

Johnson & Johnson News Summary

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

• Positive Sentiment: Johnson & Johnson announced a more than $1 billion investment to expand U.S. Vision manufacturing in Jacksonville, Florida, adding new packaging, distribution, and advanced manufacturing capacity. The move supports its long-term manufacturing push and could improve supply-chain resilience. Article Title
• Positive Sentiment: J&J’s rare-disease drug IMAAVY (nipocalimab) posted strong Phase 2/3 results in warm autoimmune hemolytic anemia and received FDA Priority Review, reinforcing the company’s pipeline growth story. Article Title
• Positive Sentiment: TipRanks highlighted Johnson & Johnson as one of three dividend aristocrats with a Strong Buy rating, which may support investor interest in the stock’s defensive income profile. Article Title
• Neutral Sentiment: Analyst commentary noted JNJ’s strong recent share performance and asked whether the stock still offers value after a big one-year run, suggesting valuation concerns may be tempering upside.
• Negative Sentiment: Wall Street reacted to late-stage TALVEY blood-cancer trial results, with the article framing the data as important for whether J&J can keep growing after losing a multibillion-dollar drug, making the readout a potential pressure point for the stock. Article Title

Johnson & Johnson Stock Down 0.2%

Shares of JNJ stock opened at $235.29 on Wednesday. Johnson & Johnson has a 1 year low of $149.04 and a 1 year 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. The business’s fifty day moving average is $231.22 and its 200-day moving average is $227.75. The stock has a market cap of $566.40 billion, a PE ratio of 27.20, a price-to-earnings-growth ratio of 2.31 and a beta of 0.26.

Johnson & Johnson (NYSE:JNJ) last announced its quarterly earnings data on Tuesday, April 14th. The company reported $2.70 earnings per share for the quarter, beating the consensus estimate of $2.68 by $0.02. Johnson & Johnson had a return on equity of 32.60% and a net margin of 21.83%.The business had revenue of $24.06 billion during the quarter, compared to analyst estimates of $23.60 billion. During the same quarter in the prior year, the firm posted $2.77 earnings per share. The company’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. Equities analysts expect that Johnson & Johnson will post 11.57 earnings per share for the current fiscal year.

Johnson & Johnson Increases Dividend

The firm also recently disclosed a quarterly dividend, which was paid on Tuesday, June 9th. Stockholders of record on Tuesday, May 26th were given a dividend of $1.34 per share. This is a positive change from Johnson & Johnson’s previous quarterly dividend of $1.30. The ex-dividend date was Tuesday, May 26th. This represents a $5.36 annualized dividend and a dividend yield of 2.3%. Johnson & Johnson’s payout ratio is 61.97%.

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.