Gentry Private Wealth LLC Acquires Shares of 2,284 Johnson & Johnson $JNJ

Gentry Private Wealth LLC acquired a new stake in Johnson & Johnson (NYSE:JNJ) in the fourth quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm acquired 2,284 shares of the company’s stock, valued at approximately $473,000.

A number of other hedge funds have also recently added to or reduced their stakes in the company. Abich Financial Wealth Management LLC bought a new position in shares of Johnson & Johnson in the third quarter valued at approximately $26,000. Clayton Financial Group LLC bought a new position in shares of Johnson & Johnson in the third quarter valued at approximately $28,000. Semmax Financial Advisors Inc. lifted its holdings 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 purchasing an additional 72 shares in the last quarter. Family CFO Inc bought a new position in shares of Johnson & Johnson in the fourth quarter valued at approximately $31,000. Finally, Turning Point Benefit Group Inc. bought a new position in shares of Johnson & Johnson in the third quarter valued at approximately $41,000. Institutional investors and hedge funds own 69.55% of the company’s stock.

Johnson & Johnson Stock Performance

Shares of Johnson & Johnson stock opened at $227.45 on Friday. The business’s fifty day simple moving average is $240.18 and its 200 day simple moving average is $218.67. The firm has a market capitalization of $547.84 billion, a P/E ratio of 26.30, a price-to-earnings-growth ratio of 2.26 and a beta of 0.34. Johnson & Johnson has a 12 month low of $146.12 and a 12 month high of $251.71. The company has a current ratio of 1.03, a quick ratio of 0.77 and a debt-to-equity ratio of 0.46.

Johnson & Johnson (NYSE:JNJ) last issued its quarterly earnings results on Tuesday, April 14th. The company reported $2.70 EPS for the quarter, topping 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 return on equity of 32.60% and a net margin of 21.83%.Johnson & Johnson’s quarterly revenue was up 9.9% compared to the same quarter last year. During the same period last year, the company posted $2.77 earnings per share. Johnson & Johnson has set its FY 2026 guidance at 11.450-11.650 EPS. As a group, analysts anticipate that Johnson & Johnson will post 11.57 EPS for the current year.

Johnson & Johnson Increases Dividend

The firm also recently declared a quarterly dividend, which will be paid on Tuesday, June 9th. Investors of record on Tuesday, May 26th will be issued a dividend of $1.34 per share. This represents a $5.36 dividend on an annualized basis and a yield of 2.4%. This is an increase from Johnson & Johnson’s previous quarterly dividend of $1.30. The ex-dividend date is Tuesday, May 26th. Johnson & Johnson’s dividend payout ratio is 61.97%.

Trending Headlines about Johnson & Johnson

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

• Positive Sentiment: Q1 beat and raised guidance — JNJ reported a quarterly revenue and EPS beat and set full‑year 2026 guidance of $11.45–$11.65, reinforcing its earnings trajectory and reducing near‑term execution risk. This is the primary fundamental bullish driver. Johnson & Johnson (JNJ) Exceeds First-quarter Earnings Projections
• Positive Sentiment: Acquisition expands device footprint — JNJ agreed to buy Atraverse Medical to bolster left‑heart access and radiofrequency capabilities in its cardiac device lineup, supporting growth in electrophysiology and procedural devices. Expect modest near‑term cost/integration considerations but potential long‑term revenue upside. Johnson & Johnson to Acquire Atraverse Medical in Cardiac Device Expansion
• Positive Sentiment: Pipeline progress — positive Phase 3/long‑term data for IMAAVY (nipocalimab) in generalized myasthenia gravis and initiation of a head‑to‑head study strengthen JNJ’s autoimmune franchise and de‑risk future revenue potential from this asset. Johnson And Johnson Autoimmune Pipeline Gains With IMAAVY Trial Results
• Positive Sentiment: Strategic partnerships — a commercialization collaboration with Viz.ai to integrate AI subdural hemorrhage detection into JNJ’s neurovascular offerings could accelerate adoption and add software/recurring revenue to device sales. Viz.ai Announces Strategic Collaboration to Expand Access to AI-Powered Subdural Hemorrhage Care
• Neutral Sentiment: TrumpRx listing — JNJ plans to list four prescription drugs on the TrumpRx site. That could increase patient access or volumes but carries political/PR risk and uncertain commercial impact. Johnson & Johnson to launch on TrumpRx with four of its prescription drugs, CBS News reports
• Neutral Sentiment: Positive analyst/commentary pieces — multiple articles frame JNJ as a “value” growth play and a defensive dividend name; helpful for sentiment but not an immediate catalyst. Johnson & Johnson (JNJ): Growth Engine at a Value Price
• Negative Sentiment: Short‑term technical/volume pressure — trading volume is below average, the stock is under its 50‑day moving average, and recent profit‑taking after a strong run may be driving today’s downward move despite the fundamentally positive headlines. (See recent session notes.) JNJ snaps six straight sessions of losses

Insiders Place Their Bets

In related news, EVP Timothy Schmid sold 1,322 shares of Johnson & Johnson stock in a transaction on Friday, February 20th. The stock was sold at an average price of $245.66, for a total transaction of $324,762.52. Following the sale, the executive vice president directly owned 25,447 shares in the company, valued at approximately $6,251,310.02. This trade represents a 4.94% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which can be accessed through this link. Also, EVP Vanessa Broadhurst sold 6,197 shares of the firm’s stock in a transaction on Tuesday, February 17th. The stock was sold at an average price of $243.39, for a total value of $1,508,287.83. Following the completion of the sale, the executive vice president directly owned 23,003 shares of the company’s stock, valued at $5,598,700.17. This represents a 21.22% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders have sold 30,142 shares of company stock worth $7,360,528 over the last quarter. 0.16% of the stock is currently owned by corporate insiders.

Analyst Ratings Changes

A number of research analysts have recently weighed in on JNJ shares. Scotiabank restated an “outperform” rating on shares of Johnson & Johnson in a report on Thursday, January 22nd. Citigroup raised their target price on Johnson & Johnson from $274.00 to $285.00 and gave the company a “buy” rating in a report on Tuesday, April 7th. Loop Capital set a $220.00 target price on Johnson & Johnson in a report on Tuesday, January 27th. HSBC raised their target price on Johnson & Johnson from $265.00 to $280.00 and gave the company a “buy” rating in a report on Tuesday, March 17th. Finally, Barclays raised their target price on Johnson & Johnson from $234.00 to $255.00 and gave the company an “equal weight” rating in a report on Wednesday, April 15th. Eighteen investment analysts have rated the stock with a Buy rating and nine have issued a Hold rating to the company. According to MarketBeat.com, the stock presently has a consensus rating of “Moderate Buy” and a consensus price target of $252.48.

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.