Deprince Race & Zollo Inc. Buys 3,727 Shares of Johnson & Johnson $JNJ

Deprince Race & Zollo Inc. grew its stake in shares of Johnson & Johnson (NYSE:JNJ) by 1.4% in the 4th quarter, according to its most recent disclosure with the SEC. The institutional investor owned 261,488 shares of the company’s stock after acquiring an additional 3,727 shares during the period. Johnson & Johnson comprises approximately 1.0% of Deprince Race & Zollo Inc.’s investment portfolio, making the stock its 20th biggest holding. Deprince Race & Zollo Inc.’s holdings in Johnson & Johnson were worth $54,115,000 at the end of the most recent reporting period.

Other institutional investors and hedge funds have also recently modified their holdings of the company. AustralianSuper Pty Ltd raised its holdings in shares of Johnson & Johnson by 632.0% in the third quarter. AustralianSuper Pty Ltd now owns 89,183 shares of the company’s stock valued at $16,536,000 after acquiring an additional 77,000 shares in the last quarter. J.W. Cole Advisors Inc. raised its holdings in shares of Johnson & Johnson by 2.2% in the third quarter. J.W. Cole Advisors Inc. now owns 130,934 shares of the company’s stock valued at $24,278,000 after acquiring an additional 2,769 shares in the last quarter. Guinness Asset Management LTD raised its holdings in shares of Johnson & Johnson by 0.4% in the third quarter. Guinness Asset Management LTD now owns 1,383,195 shares of the company’s stock valued at $251,216,000 after acquiring an additional 5,994 shares in the last quarter. Greenberg Financial Group bought a new position in Johnson & Johnson in the fourth quarter worth approximately $954,000. Finally, National Pension Service raised its stake in Johnson & Johnson by 3.2% in the third quarter. National Pension Service now owns 4,926,569 shares of the company’s stock worth $913,484,000 after buying an additional 151,707 shares in the last quarter. Institutional investors own 69.55% of the company’s stock.

Wall Street Analysts Forecast Growth

JNJ has been the subject of a number of recent research reports. TD Cowen initiated coverage on shares of Johnson & Johnson in a research note on Wednesday, April 8th. They issued a “buy” rating and a $250.00 price objective for the company. Citigroup boosted their price objective 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. Rothschild & Co Redburn boosted their price objective on shares of Johnson & Johnson from $180.00 to $210.00 and gave the stock a “neutral” rating in a research note on Thursday, February 19th. Bank of America reissued a “neutral” rating on shares of Johnson & Johnson in a research note on Monday, March 2nd. Finally, Guggenheim boosted their target price on shares of Johnson & Johnson from $240.00 to $244.00 and gave the stock a “buy” rating in a report on Tuesday, April 7th. One research analyst has rated the stock with a Strong Buy rating, seventeen have given a Buy rating and nine have given a Hold rating to the stock. According to MarketBeat.com, Johnson & Johnson presently has an average rating of “Moderate Buy” and an average price target of $248.17.

Insider Activity

In other Johnson & Johnson news, EVP Timothy Schmid sold 1,322 shares of the stock in a transaction dated Friday, February 20th. The stock was sold at an average price of $245.66, for a total transaction of $324,762.52. Following the sale, the executive vice president directly owned 25,447 shares of the company’s stock, valued at approximately $6,251,310.02. This trade represents a 4.94% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this link. Also, EVP Vanessa Broadhurst sold 6,197 shares of the stock in a transaction dated Tuesday, February 17th. The stock was sold at an average price of $243.39, for a total value of $1,508,287.83. Following the sale, 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 ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold a total of 30,142 shares of company stock worth $7,360,528 over the last ninety days. 0.16% of the stock is owned by insiders.

Key Headlines Impacting Johnson & Johnson

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

• Positive Sentiment: Q1 beat and raised full‑year outlook: JNJ reported $24.06B revenue and $2.70 EPS (above estimates) and raised FY‑2026 sales and EPS guidance, highlighting strong oncology and MedTech growth. Johnson & Johnson reports Q1 2026 results, raises 2026 outlook
• Positive Sentiment: Dividend hike reinforces income thesis: the board raised the quarterly payout to $1.34 (64th consecutive annual increase), which supports yield-focused investors. Johnson & Johnson Announces 64th Consecutive Year of Dividend Increase; Raises Quarterly Dividend by 3.1%
• Positive Sentiment: Broker support rising: several firms raised price targets (Goldman Sachs, Wells Fargo, Raymond James, JPMorgan, Bernstein, Leerink), reflecting analyst confidence after the quarter and creating potential upside. These Analysts Boost Their Forecasts On Johnson & Johnson Following Strong Q1 Results
• Neutral Sentiment: Investor access / upcoming presentation: management will host a fireside chat at the Bank of America Healthcare Conference (May 12) — a chance to get more color on 2026 growth drivers. Johnson & Johnson to Participate in the Bank of America 2026 Healthcare Conference
• Neutral Sentiment: Full transcripts and analyst takes are available — useful if you’re re‑evaluating forecasts or positioning before the conference. Johnson & Johnson (NYSE:JNJ) Q1 2026 Earnings Call Transcript
• Negative Sentiment: Market reaction / profit‑taking: despite the beat, the stock slipped as some investors viewed the sales guidance as modest and digested mixed signals — early selling pressure reflects profit‑taking and short‑term disappointment. Dow Jones’ J&J Slips Despite Beating First-Quarter Calls, Hiking Guidance
• Negative Sentiment: Legacy product headwinds: a steep decline in Stelara sales was noted by management and media, which offsets some of the new‑product gains and contributed to concerns about near‑term revenue mix and cash‑flow dynamics. J&J’s first-quarter profit beats estimates even as Stelara sales disappoint

Johnson & Johnson Price Performance

Shares of NYSE:JNJ opened at $238.59 on Thursday. Johnson & Johnson has a twelve month low of $146.12 and a twelve month high of $251.71. The company’s 50 day moving average is $241.67 and its 200 day moving average is $216.53. The company has a current ratio of 1.03, a quick ratio of 0.77 and a debt-to-equity ratio of 0.48. The company has a market cap of $574.67 billion, a PE ratio of 27.58, a price-to-earnings-growth ratio of 2.40 and a beta of 0.34.

Johnson & Johnson (NYSE:JNJ) last issued its quarterly earnings results on Tuesday, April 14th. The company reported $2.70 earnings per share for the quarter, topping the consensus estimate of $2.68 by $0.02. Johnson & Johnson had a net margin of 21.83% and a return on equity of 32.75%. The company had revenue of $24.06 billion for the quarter, compared to the consensus estimate of $23.60 billion. During the same quarter in the prior year, the company earned $2.77 EPS. Johnson & Johnson’s quarterly 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. On average, sell-side analysts forecast that Johnson & Johnson will post 10.58 EPS for the current year.

Johnson & Johnson Increases Dividend

The business also recently declared a quarterly dividend, which will be paid on Tuesday, June 9th. Shareholders of record on Tuesday, May 26th will be given a dividend of $1.34 per share. The ex-dividend date of this dividend is Tuesday, May 26th. This represents a $5.36 annualized dividend and a yield of 2.2%. This is an increase from Johnson & Johnson’s previous quarterly dividend of $1.30. Johnson & Johnson’s payout ratio is 61.97%.

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.