First Horizon Corp Decreases Position in Johnson & Johnson $JNJ

First Horizon Corp lessened its stake in Johnson & Johnson (NYSE:JNJ) by 1.7% during the fourth quarter, according to its most recent filing with the Securities and Exchange Commission. The firm owned 141,272 shares of the company’s stock after selling 2,498 shares during the quarter. Johnson & Johnson makes up approximately 1.3% of First Horizon Corp’s portfolio, making the stock its 14th biggest holding. First Horizon Corp’s holdings in Johnson & Johnson were worth $29,236,000 at the end of the most recent reporting period.

Several other institutional investors and hedge funds have also bought and sold shares of JNJ. AustralianSuper Pty Ltd raised its stake in Johnson & Johnson by 632.0% in the 3rd 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 during the period. J.W. Cole Advisors Inc. boosted its position in Johnson & Johnson by 2.2% during the third quarter. J.W. Cole Advisors Inc. now owns 130,934 shares of the company’s stock worth $24,278,000 after purchasing an additional 2,769 shares during the period. Guinness Asset Management LTD increased its stake 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 worth $251,216,000 after purchasing an additional 5,994 shares in the last quarter. Greenberg Financial Group bought a new stake in shares of Johnson & Johnson in the fourth quarter valued at approximately $954,000. Finally, National Pension Service raised its position in shares of Johnson & Johnson by 3.2% in the third quarter. National Pension Service now owns 4,926,569 shares of the company’s stock valued at $913,484,000 after purchasing an additional 151,707 shares during the period. 69.55% of the stock is owned by institutional investors.

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

Wall Street Analyst Weigh In

JNJ has been the subject of several analyst reports. Wells Fargo & Company raised their price objective on shares of Johnson & Johnson from $240.00 to $263.00 and gave the stock an “overweight” rating in a report on Wednesday, April 15th. Scotiabank reissued an “outperform” rating on shares of Johnson & Johnson in a report on Thursday, January 22nd. Bank of America increased their target price on Johnson & Johnson from $253.00 to $254.00 and gave the stock a “neutral” rating in a research report on Wednesday, April 15th. JPMorgan Chase & Co. lifted their price target on Johnson & Johnson from $250.00 to $260.00 and gave the company a “neutral” rating in a research report on Wednesday, April 15th. Finally, UBS Group reiterated a “buy” rating on shares of Johnson & Johnson in a research note on Monday, January 5th. One equities research 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 stock. Based on data from MarketBeat, Johnson & Johnson presently has a consensus rating of “Moderate Buy” and an average price target of $252.48.

Insiders Place Their Bets

In other Johnson & Johnson news, EVP Vanessa Broadhurst sold 6,197 shares of the firm’s 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 $5,598,700.17. This trade represents a 21.22% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is available at this hyperlink. Also, EVP Timothy Schmid sold 1,322 shares of Johnson & Johnson stock in a transaction dated Friday, February 20th. The stock was sold at an average price of $245.66, for a total value 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 disclosure for this sale is available in the SEC filing. Insiders have sold a total of 30,142 shares of company stock valued at $7,360,528 over the last ninety days. 0.16% of the stock is currently owned by insiders.

Johnson & Johnson Stock Down 0.1%

Shares of NYSE JNJ opened at $225.94 on Thursday. 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 business has a 50-day moving average of $240.78 and a 200-day moving average of $218.10. The firm has a market capitalization of $544.21 billion, a price-to-earnings ratio of 26.12, a PEG ratio of 2.22 and a beta of 0.34. Johnson & Johnson has a 12 month low of $146.12 and a 12 month high of $251.71.

Johnson & Johnson (NYSE:JNJ) last announced its earnings results on Tuesday, April 14th. The company reported $2.70 earnings per share for the quarter, beating analysts’ consensus estimates of $2.68 by $0.02. Johnson & Johnson had a net margin of 21.83% and a return on equity of 32.75%. The business had revenue of $24.06 billion for the quarter, compared to the consensus estimate of $23.60 billion. During the same period last year, the firm posted $2.77 earnings per share. 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. Sell-side analysts expect that Johnson & Johnson will post 11.57 earnings per share for the current fiscal year.

Johnson & Johnson Increases Dividend

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

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.