Benchmark Financial LLC Makes New Investment in Johnson & Johnson $JNJ

Benchmark Financial LLC acquired a new position in shares of Johnson & Johnson (NYSE:JNJ) during the 4th quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The firm acquired 2,678 shares of the company’s stock, valued at approximately $554,000.

Other hedge funds and other institutional investors have also modified their holdings of the company. Abich Financial Wealth Management LLC bought a new position in Johnson & Johnson in the 3rd quarter valued at $26,000. Clayton Financial Group LLC acquired a new position in Johnson & Johnson in the 3rd quarter worth $28,000. Family CFO Inc acquired a new position in Johnson & Johnson in the 4th quarter worth $31,000. Semmax Financial Advisors Inc. boosted its stake in Johnson & Johnson by 55.0% in the 2nd quarter. Semmax Financial Advisors Inc. now owns 203 shares of the company’s stock worth $31,000 after purchasing an additional 72 shares during the period. Finally, Stone House Investment Management LLC lifted its position in Johnson & Johnson by 58.9% during the 4th quarter. Stone House Investment Management LLC now owns 197 shares of the company’s stock worth $41,000 after buying an additional 73 shares in the last quarter. Institutional investors own 69.55% of the company’s stock.

Insider Buying and Selling at Johnson & Johnson

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 22,623 shares of the firm’s stock in a transaction dated Wednesday, February 18th. The shares were sold at an average price of $244.33, for a total value of $5,527,477.59. Following the transaction, the executive vice president directly owned 26,769 shares in the company, valued at $6,540,469.77. This trade represents a 45.80% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Over the last quarter, insiders sold 30,142 shares of company stock valued at $7,360,528. 0.16% of the stock is owned by company insiders.

Wall Street Analysts Forecast Growth

Several research analysts have recently weighed in on JNJ shares. The Goldman Sachs Group boosted their price objective on shares of Johnson & Johnson from $265.00 to $275.00 and gave the stock a “buy” rating in a research note on Wednesday, April 15th. Morgan Stanley set a $283.00 price objective on shares of Johnson & Johnson in a research note on Wednesday, April 15th. Barclays lifted their price objective on shares of Johnson & Johnson from $234.00 to $255.00 and gave the stock an “equal weight” rating in a research note on Wednesday, April 15th. Argus boosted their target price 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. Finally, Wolfe Research boosted their target price on shares of Johnson & Johnson from $225.00 to $240.00 and gave the company an “outperform” rating in a research report on Monday, January 5th. Eighteen investment analysts have rated the stock with a Buy rating and nine have issued a Hold rating to the stock. Based on data from MarketBeat, Johnson & Johnson currently has an average rating of “Moderate Buy” and a consensus target price of $252.48.

Key Johnson & Johnson News

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

• Positive Sentiment: Long‑term Phase 3 and open‑label extension data for IMAAVY (nipocalimab) showed sustained disease control and safety through ~120 weeks in generalized myasthenia gravis; J&J also started the first industry head‑to‑head FcRn study — these clinical wins strengthen JNJ’s immunology franchise and future revenue potential. IMAAVY press release
• Positive Sentiment: New AI and EP (electrophysiology) product updates — including the CARTOSOUND SONATA AI module and expanded VARIPULSE data — add visible growth optionality in cardiac devices and services, helping justify premium valuation for the MedTech segment. AI Cardiac Tools article
• Positive Sentiment: Strategic commercial collaboration with Viz.ai to deploy AI subdural hemorrhage detection across U.S. hospitals broadens J&J’s neurovascular offering and supports recurring software/solution revenue opportunities. Viz.ai collaboration
• Positive Sentiment: CE Mark approval for the new ETHICON 4000 surgical stapler is a commercial milestone that supports device sales growth in Europe and enhances the surgical portfolio’s near‑term revenue trajectory. ETHICON 4000 CE Mark
• Positive Sentiment: Technical and sentiment catalysts: Seeking Alpha notes JNJ snapped a six‑session losing streak, and high‑profile endorsements / analyst attention (including Jim Cramer buys and a Guggenheim mention) are drawing retail and institutional interest. Seeking Alpha: snap losses Jim Cramer mention Guggenheim analyst note
• Neutral Sentiment: Coverage pieces highlight JNJ as a defensive/dividend and counter‑cyclical pick, which can attract income‑oriented buyers but is a longer‑term narrative rather than an immediate catalyst. Dividend stocks article Counter cyclical article

Johnson & Johnson Price Performance

Johnson & Johnson stock opened at $230.67 on Friday. The stock has a market capitalization of $555.60 billion, a price-to-earnings ratio of 26.67, a PEG ratio of 2.21 and a beta of 0.34. Johnson & Johnson has a 52-week low of $146.12 and a 52-week high of $251.71. The stock’s 50 day moving average price is $240.50 and its two-hundred day moving average price is $218.19. 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 (NYSE:JNJ) last issued its earnings results on Tuesday, April 14th. The company reported $2.70 earnings per share for the quarter, topping analysts’ consensus estimates of $2.68 by $0.02. Johnson & Johnson had a return on equity of 32.75% and a net margin of 21.83%.The company had revenue of $24.06 billion for the quarter, compared to analyst estimates of $23.60 billion. During the same period in the prior year, the firm earned $2.77 earnings per share. Johnson & Johnson’s revenue for the quarter 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, equities analysts predict that Johnson & Johnson will post 11.57 earnings per share for the current 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 given a $1.34 dividend. 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 presently 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.