Johnson & Johnson $JNJ Shares Sold by Altfest L J & Co. Inc.

Altfest L J & Co. Inc. decreased its holdings in Johnson & Johnson (NYSE:JNJ) by 19.3% during the 4th quarter, according to the company in its most recent disclosure with the SEC. The fund owned 13,911 shares of the company’s stock after selling 3,333 shares during the quarter. Altfest L J & Co. Inc.’s holdings in Johnson & Johnson were worth $2,879,000 as of its most recent SEC filing.

Other hedge funds have also recently added to or reduced their stakes in the company. Ariston Services Group grew its position in Johnson & Johnson by 36.0% during the 4th quarter. Ariston Services Group now owns 2,258 shares of the company’s stock worth $467,000 after purchasing an additional 598 shares in the last quarter. Brown Lisle Cummings Inc. grew its position in Johnson & Johnson by 3.7% during the 4th quarter. Brown Lisle Cummings Inc. now owns 13,582 shares of the company’s stock worth $2,811,000 after purchasing an additional 484 shares in the last quarter. Successful Portfolios LLC grew its position in Johnson & Johnson by 11.0% during the 4th quarter. Successful Portfolios LLC now owns 5,066 shares of the company’s stock worth $1,035,000 after purchasing an additional 501 shares in the last quarter. Clear Creek Financial Management LLC grew its position in Johnson & Johnson by 2.4% during the 4th quarter. Clear Creek Financial Management LLC now owns 9,585 shares of the company’s stock worth $1,984,000 after purchasing an additional 225 shares in the last quarter. Finally, Prosperity Advisers LLC acquired a new position in Johnson & Johnson during the fourth quarter valued at $245,000. Institutional investors and hedge funds own 69.55% of the company’s stock.

Wall Street Analyst Weigh In

Several research analysts recently weighed in on JNJ shares. Weiss Ratings reissued a “buy (b)” rating on shares of Johnson & Johnson in a research report on Wednesday, January 28th. Freedom Capital lowered Johnson & Johnson from a “strong-buy” rating to a “hold” rating in a research report on Friday, January 16th. Bank of America reissued a “neutral” rating on shares of Johnson & Johnson in a research report on Monday, March 2nd. Wells Fargo & Company upped their price target on Johnson & Johnson from $240.00 to $263.00 and gave the company an “overweight” rating in a research report on Wednesday. Finally, Wall Street Zen cut shares of Johnson & Johnson from a “buy” rating to a “hold” rating in a report on Saturday, February 14th. One analyst has rated the stock with a Strong Buy rating, seventeen have assigned a Buy rating and nine have given a Hold rating to the company’s stock. Based on data from MarketBeat.com, the stock has an average rating of “Moderate Buy” and an average target price of $248.17.

Johnson & Johnson Trading Down 0.6%

Shares of NYSE:JNJ opened at $238.59 on Thursday. The stock has a market capitalization of $574.67 billion, a PE ratio of 27.58, a P/E/G ratio of 2.40 and a beta of 0.34. Johnson & Johnson has a 1 year low of $146.12 and a 1 year high of $251.71. The firm has a fifty day moving average price of $241.67 and a 200 day moving average price of $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.

Johnson & Johnson (NYSE:JNJ) last issued its quarterly earnings data on Tuesday, April 14th. The company reported $2.70 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $2.68 by $0.02. The firm had revenue of $24.06 billion during the quarter, compared to analysts’ expectations 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 for the quarter was up 9.9% on a year-over-year basis. During the same period in the prior year, the company posted $2.77 earnings per share. Johnson & Johnson has set its FY 2026 guidance at 11.450-11.650 EPS. Analysts expect that Johnson & Johnson will post 10.58 EPS for the current fiscal year.

Johnson & Johnson Increases Dividend

The firm also recently disclosed a quarterly dividend, which will be paid on Tuesday, June 9th. Investors of record on Tuesday, May 26th will be issued a $1.34 dividend. This is a boost from Johnson & Johnson’s previous quarterly dividend of $1.30. This represents a $5.36 dividend on an annualized basis and a yield of 2.2%. The ex-dividend date is Tuesday, May 26th. Johnson & Johnson’s dividend payout ratio is currently 61.97%.

Insiders Place Their Bets

In other Johnson & Johnson news, EVP Timothy Schmid sold 1,322 shares of the business’s stock in a transaction on Friday, February 20th. The shares were sold at an average price of $245.66, for a total transaction of $324,762.52. Following the completion of the transaction, the executive vice president owned 25,447 shares of the company’s stock, valued at $6,251,310.02. The trade was a 4.94% decrease in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available at the SEC website. Also, EVP Vanessa Broadhurst sold 6,197 shares of the business’s stock in a transaction on Tuesday, February 17th. The stock was sold at an average price of $243.39, for a total transaction of $1,508,287.83. Following the transaction, the executive vice president directly owned 23,003 shares of the company’s stock, valued at approximately $5,598,700.17. This represents a 21.22% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold 30,142 shares of company stock valued at $7,360,528 over the last quarter. 0.16% of the stock is currently owned by corporate insiders.

Key Stories 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 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.