PFG Investments LLC Sells 2,247 Shares of Johnson & Johnson $JNJ

PFG Investments LLC reduced its stake in Johnson & Johnson (NYSE:JNJ) by 2.1% in the 4th quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The firm owned 103,344 shares of the company’s stock after selling 2,247 shares during the period. Johnson & Johnson makes up approximately 1.0% of PFG Investments LLC’s investment portfolio, making the stock its 15th biggest position. PFG Investments LLC’s holdings in Johnson & Johnson were worth $21,387,000 as of its most recent SEC filing.

Several other institutional investors have also made changes to their positions in JNJ. Abich Financial Wealth Management LLC bought a new stake in shares of Johnson & Johnson in the third quarter valued at approximately $26,000. Clayton Financial Group LLC bought a new stake in shares of Johnson & Johnson in the third quarter valued at approximately $28,000. Family CFO Inc bought a new stake in shares of Johnson & Johnson in the fourth quarter valued at approximately $31,000. Semmax Financial Advisors Inc. boosted its stake in shares of Johnson & Johnson by 55.0% in the second quarter. Semmax Financial Advisors Inc. now owns 203 shares of the company’s stock valued at $31,000 after buying an additional 72 shares during the period. Finally, Stone House Investment Management LLC boosted its stake in shares of Johnson & Johnson by 58.9% in the fourth quarter. Stone House Investment Management LLC now owns 197 shares of the company’s stock valued at $41,000 after buying an additional 73 shares during the period. 69.55% of the stock is currently owned by institutional investors.

Wall Street Analysts Forecast Growth

Several equities research analysts have weighed in on the company. Morgan Stanley set a $283.00 target price on Johnson & Johnson in a research note on Wednesday. Argus upped their target price on Johnson & Johnson from $240.00 to $275.00 and gave the stock a “buy” rating in a research note on Thursday. Scotiabank restated an “outperform” rating on shares of Johnson & Johnson in a research note on Thursday, January 22nd. JPMorgan Chase & Co. upped their target price on Johnson & Johnson from $250.00 to $260.00 and gave the stock a “neutral” rating in a research note on Wednesday, April 15th. Finally, Sanford C. Bernstein upped their target price on Johnson & Johnson from $225.00 to $251.00 and gave the stock a “market perform” rating in a research note on Wednesday, April 15th. One investment analyst has rated the stock with a Strong Buy rating, eighteen have assigned a Buy rating and nine have given a Hold rating to the company. Based on data from MarketBeat, the company currently has a consensus rating of “Moderate Buy” and a consensus price target of $251.52.

Insider Buying and Selling at Johnson & Johnson

In other news, EVP Timothy Schmid sold 22,623 shares of the company’s 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 completion of the transaction, the executive vice president directly owned 26,769 shares in the company, valued at approximately $6,540,469.77. This represents a 45.80% decrease in their ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which is accessible through the SEC website. Also, EVP Vanessa Broadhurst sold 6,197 shares of the company’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 owned 23,003 shares of the company’s stock, valued at $5,598,700.17. This trade 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 30,142 shares of company stock valued at $7,360,528 over the last quarter. Company insiders own 0.16% of the company’s stock.

More Johnson & Johnson News

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

• Positive Sentiment: Barclays raised its price target to $255, citing continued pharma momentum (analyst Matt Miksic noted strong drug performance supporting upside). Barclays Raises J&J Price Target
• Positive Sentiment: Argus bumped its price target to $275 and kept a buy rating — a bullish signal that implies double‑digit upside from current levels. Argus Raises PT to $275
• Positive Sentiment: Daiwa raised its target and maintains an outperform stance, adding to the cluster of upward revisions from sell‑side shops. Daiwa Raises PT
• Positive Sentiment: Goldman Sachs and Morgan Stanley have reaffirmed buy ratings, reinforcing institutional confidence in J&J’s medium‑term growth story. Goldman Reaffirms Buy Morgan Stanley Reaffirms Buy
• Neutral Sentiment: J&J completed a transaction selling the bota‑vec asset to MeiraGTx — a portfolio pruning move that reduces R&D load but has limited near‑term earnings impact. MeiraGTx Acquires bota‑vec
• Neutral Sentiment: Multiple features highlight J&J’s dividend strength and long dividend streak, keeping income‑oriented investors engaged even as growth narratives evolve. Dividend King Coverage
• Neutral Sentiment: Roundups in The Globe and Mail note conflicting analyst views across healthcare names, underscoring mixed sell‑side positioning rather than a consensus shift. Analyst Sentiment Roundup
• Negative Sentiment: A Seeking Alpha piece lays out a bearish case, warning of valuation and operational risks that could pressure the stock if growth disappoints. Why I See Downside Ahead
• Negative Sentiment: Recent coverage revisiting J&J’s litigation headlines keeps legal overhang on the tape; this remains a key downside risk investors watch. Reassess After Litigation Headlines

Johnson & Johnson Stock Up 0.0%

Shares of NYSE:JNJ opened at $234.28 on Monday. The company has a fifty day moving average of $241.48 and a 200-day moving average of $217.47. The company has a market capitalization of $564.29 billion, a PE ratio of 27.08, a price-to-earnings-growth ratio of 2.29 and a beta of 0.34. 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 announced its quarterly earnings results on Tuesday, April 14th. The company reported $2.70 earnings per share (EPS) for the quarter, topping the consensus estimate of $2.68 by $0.02. The company had revenue of $24.06 billion during the quarter, compared to the consensus estimate of $23.60 billion. Johnson & Johnson had a net margin of 21.83% and a return on equity of 32.75%. The company’s revenue for the quarter was up 9.9% compared to the same quarter last year. During the same period in the prior year, the business earned $2.77 earnings per share. Johnson & Johnson has set its FY 2026 guidance at 11.450-11.650 EPS. On average, equities analysts predict that Johnson & Johnson will post 10.58 EPS for the current fiscal year.

Johnson & Johnson Increases Dividend

The business 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 annualized dividend 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 currently 60.12%.

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.