Birch Hill Investment Advisors LLC Decreases Holdings in Johnson & Johnson $JNJ

Birch Hill Investment Advisors LLC trimmed its holdings in shares of Johnson & Johnson (NYSE:JNJ) by 2.9% in the fourth quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The firm owned 134,441 shares of the company’s stock after selling 4,014 shares during the period. Johnson & Johnson accounts for about 1.2% of Birch Hill Investment Advisors LLC’s holdings, making the stock its 29th biggest holding. Birch Hill Investment Advisors LLC’s holdings in Johnson & Johnson were worth $27,823,000 as of its most recent filing with the Securities and Exchange Commission.

A number of other institutional investors have also recently added to or reduced their stakes in JNJ. Brighton Jones LLC boosted its position in Johnson & Johnson by 13.9% in the 4th quarter. Brighton Jones LLC now owns 51,876 shares of the company’s stock valued at $7,502,000 after buying an additional 6,332 shares during the last quarter. United Bank boosted its position in Johnson & Johnson by 110.7% in the 1st quarter. United Bank now owns 9,279 shares of the company’s stock valued at $1,539,000 after buying an additional 4,876 shares during the last quarter. Sivia Capital Partners LLC boosted its position in Johnson & Johnson by 13.4% in the 2nd quarter. Sivia Capital Partners LLC now owns 5,863 shares of the company’s stock valued at $896,000 after buying an additional 692 shares during the last quarter. Wealth Group Ltd. boosted its position in Johnson & Johnson by 12.8% in the 2nd quarter. Wealth Group Ltd. now owns 1,482 shares of the company’s stock valued at $226,000 after buying an additional 168 shares during the last quarter. Finally, Schnieders Capital Management LLC. boosted its position in Johnson & Johnson by 9.8% in the 2nd quarter. Schnieders Capital Management LLC. now owns 73,680 shares of the company’s stock valued at $11,255,000 after buying an additional 6,584 shares during the last quarter. 69.55% of the stock is owned by hedge funds and other institutional investors.

Wall Street Analysts Forecast Growth

A number of equities analysts have weighed in on JNJ shares. Argus upped their price objective on shares of Johnson & Johnson from $240.00 to $275.00 and gave the company a “buy” rating in a research report on Thursday, April 16th. Scotiabank reissued an “outperform” rating on shares of Johnson & Johnson in a research report on Thursday, January 22nd. Citigroup upped their price objective on shares of Johnson & Johnson from $274.00 to $285.00 and gave the company a “buy” rating in a research report on Tuesday, April 7th. HSBC upped their price objective on shares of Johnson & Johnson from $265.00 to $280.00 and gave the company a “buy” rating in a research report on Tuesday, March 17th. Finally, The Goldman Sachs Group upped their price objective on shares of Johnson & Johnson from $265.00 to $275.00 and gave the company a “buy” rating in a research report on Wednesday, April 15th. One investment analyst has rated the stock with a Strong Buy rating, eighteen have issued a Buy rating and nine have issued a Hold rating to the stock. According to data from MarketBeat.com, Johnson & Johnson presently has an average rating of “Moderate Buy” and a consensus target price of $252.48.

Insider Transactions at Johnson & Johnson

In related news, EVP Timothy Schmid sold 1,322 shares of the stock in a transaction dated Friday, February 20th. The shares were sold at an average price of $245.66, for a total transaction of $324,762.52. Following the sale, the executive vice president owned 25,447 shares in the company, valued at $6,251,310.02. This represents a 4.94% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available through this hyperlink. 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 transaction of $1,508,287.83. Following the sale, the executive vice president owned 23,003 shares in the company, valued at approximately $5,598,700.17. This trade represents a 21.22% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. In the last 90 days, insiders sold 30,142 shares of company stock worth $7,360,528. Company insiders own 0.16% of the company’s stock.

Johnson & Johnson News Roundup

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

• Positive Sentiment: Long-term clinical win: IMAAVY (nipocalimab-aahu) data show sustained disease control through ~120 weeks in antibody‑positive generalized myasthenia gravis, strengthening the drug’s commercial outlook and supporting neurology revenue growth. IMAAVY® (nipocalimab-aahu) shows over two years of sustained disease control in a broad population with generalized myasthenia gravis (gMG)
• Positive Sentiment: Regulatory/device expansion: J&J received CE Mark approval for the new ETHICON™ 4000 surgical stapler, which could help drive device sales in Europe and refresh its surgical portfolio. Johnson & Johnson Announces CE-Mark Approval for the New ETHICON™ 4000 Stapler
• Positive Sentiment: Product innovation: J&J debuted the CARTOSOUND SONATA AI module and presented VARIPULSE data at HRS 2026, expanding its electrophysiology and AI-enabled imaging capabilities — a long-term valuation positive for MedTech. Johnson & Johnson Showcases CARTO-Powered Innovation, Including Debut of CARTOSOUND SONATA, to Advance Arrhythmia Care at HRS 2026
• Positive Sentiment: Analyst backing: Guggenheim raised its JNJ price target (to $266) and kept a Buy rating after Q1, highlighting upside from pipeline assets (Icotyde and others). Analyst upgrades can support share gains. Guggenheim Raises Johnson & Johnson (JNJ) Target on Icotyde Upside, Keeps Buy Rating
• Neutral Sentiment: Investor outreach: Management will appear at the RBC Global Healthcare Conference in May (fireside chat webcast), providing a scheduled forum for updating guidance and strategy — watch the event for color. Johnson & Johnson to Participate in the 2026 RBC Capital Markets Global Healthcare Conference
• Neutral Sentiment: Coverage and sentiment pieces (Zacks, market write-ups) note JNJ’s Q1 strength driven by Innovative Medicines; useful for sentiment but largely reiterative. J&J Innovative Medicine Drives Q1 Strength: Key to Long-Term Growth?
• Negative Sentiment: Short-term technical/analyst caution: Some outlets highlight technical buy zones and conservative analyst views (Bank of America kept a Neutral stance, others suggest buying at lower levels), which can cap upside and prompt profit-taking after a recent rally. Johnson & Johnson (JNJ) forecast: Buyers should enter between 227.80 – 215.80 area

Johnson & Johnson Stock Performance

Shares of Johnson & Johnson stock opened at $225.94 on Thursday. The firm has a market cap of $544.21 billion, a PE ratio of 26.12, a price-to-earnings-growth ratio of 2.22 and a beta of 0.34. The firm’s 50-day simple moving average is $240.78 and its 200-day simple moving average is $218.10. 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 1 year low of $146.12 and a 1 year high of $251.71.

Johnson & Johnson (NYSE:JNJ) last issued its earnings results on Tuesday, April 14th. The company reported $2.70 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $2.68 by $0.02. The business 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%. The company’s revenue for the quarter was up 9.9% on a year-over-year basis. During the same quarter in the prior year, the business posted $2.77 EPS. Johnson & Johnson has set its FY 2026 guidance at 11.450-11.650 EPS. Equities analysts forecast that Johnson & Johnson will post 11.57 earnings per share for the current fiscal year.

Johnson & Johnson Increases Dividend

The business also recently announced a quarterly dividend, which will be paid on Tuesday, June 9th. Stockholders of record on Tuesday, May 26th will be paid a $1.34 dividend. This is a boost from Johnson & Johnson’s previous quarterly dividend of $1.30. The ex-dividend date is Tuesday, May 26th. This represents a $5.36 dividend on an annualized basis and a dividend yield of 2.4%. Johnson & Johnson’s dividend payout ratio (DPR) is currently 60.12%.

Johnson & Johnson 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.