Johnson & Johnson $JNJ Shares Bought by Cadinha & Co. LLC

Cadinha & Co. LLC raised its holdings in Johnson & Johnson (NYSE:JNJ) by 3.2% in the 4th quarter, according to its most recent 13F filing with the SEC. The fund owned 105,609 shares of the company’s stock after acquiring an additional 3,234 shares during the period. Johnson & Johnson accounts for about 3.4% of Cadinha & Co. LLC’s holdings, making the stock its 13th biggest position. Cadinha & Co. LLC’s holdings in Johnson & Johnson were worth $21,856,000 at the end of the most recent quarter.

Several other institutional investors also recently bought and sold shares of the business. WealthCollab LLC raised its holdings in Johnson & Johnson by 4.7% in the 4th quarter. WealthCollab LLC now owns 1,015 shares of the company’s stock valued at $210,000 after acquiring an additional 46 shares during the last quarter. Vista Investment Partners II LLC raised its holdings in Johnson & Johnson by 1.2% in the 4th quarter. Vista Investment Partners II LLC now owns 3,811 shares of the company’s stock valued at $789,000 after acquiring an additional 47 shares during the last quarter. Campbell Deegan Wealth Management LLC raised its holdings in Johnson & Johnson by 1.6% in the 4th quarter. Campbell Deegan Wealth Management LLC now owns 2,990 shares of the company’s stock valued at $619,000 after acquiring an additional 48 shares during the last quarter. Finivi Inc. raised its holdings in Johnson & Johnson by 2.0% in the 4th quarter. Finivi Inc. now owns 2,458 shares of the company’s stock valued at $509,000 after acquiring an additional 48 shares during the last quarter. Finally, Centennial Wealth Advisory LLC raised its holdings in Johnson & Johnson by 2.2% in the 4th quarter. Centennial Wealth Advisory LLC now owns 2,284 shares of the company’s stock valued at $473,000 after acquiring an additional 49 shares during the last quarter. 69.55% of the stock is currently owned by institutional investors and hedge funds.

Johnson & Johnson Stock Down 1.0%

Shares of Johnson & Johnson stock opened at $225.23 on Tuesday. The company has a fifty day moving average price of $239.82 and a 200 day moving average price of $219.11. 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 has a twelve month low of $146.12 and a twelve month high of $251.71. The stock has a market cap of $542.17 billion, a price-to-earnings ratio of 26.04, a price-to-earnings-growth ratio of 2.23 and a beta of 0.34.

Johnson & Johnson (NYSE:JNJ) last announced its quarterly 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 net margin of 21.83% and a return on equity of 32.60%. The firm had revenue of $24.06 billion during the quarter, compared to analysts’ expectations of $23.60 billion. During the same period in the prior year, the company earned $2.77 EPS. The firm’s 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. Equities research analysts forecast that Johnson & Johnson will post 11.57 earnings per share for the current fiscal 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 given a dividend of $1.34 per share. This is a positive change from Johnson & Johnson’s previous quarterly dividend of $1.30. The ex-dividend date of this dividend is Tuesday, May 26th. This represents a $5.36 dividend on an annualized basis and a yield of 2.4%. Johnson & Johnson’s dividend payout ratio is currently 60.12%.

Johnson & Johnson News Roundup

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

• Positive Sentiment: FDA grants Priority Review for IMAAVY (nipocalimab-aahu) as a potential first approved treatment for warm autoimmune hemolytic anemia — a faster review (≈6 months) raises the chance of an earlier revenue stream and de‑risked late‑stage pipeline value. FDA grants Priority Review for IMAAVY (nipocalimab-aahu)
• Positive Sentiment: JNJ agreed to acquire Atraverse Medical to bolster its left‑heart access and radiofrequency cardiac‑ablation portfolio — a strategic MedTech tuck‑in that can expand procedure addressable market and device pipeline synergies. J&J agrees to acquire Atraverse Medical
• Positive Sentiment: Management says AI is cutting the time to generate drug leads by ~50% — efficiency gains in early discovery could lower R&D cost and accelerate pipeline progression, improving longer‑term margin and pipeline optionality. J&J sees AI halving the time to generate drug development leads
• Positive Sentiment: High‑profile endorsement and dividend appeal — Jim Cramer highlighted JNJ’s strong pipeline and InsiderMonkey/Reddit lists include JNJ among quality dividend picks, supporting interest from income and fundamentals‑focused investors. Jim Cramer Says Johnson & Johnson “Has the Best Pipeline of Potential Blockbusters” Johnson & Johnson – Among the 10 Best Quality Dividend Stocks to Buy According to Reddit
• Neutral Sentiment: Investor outreach: JNJ will present at Bernstein’s Strategic Decisions Conference (May 27) — a chance for management to update strategy and reassure investors, but typically not a catalyst unless material new guidance or announcements are made. Johnson & Johnson to Participate in the Bernstein’s 42nd Annual Strategic Decisions Conference
• Neutral Sentiment: Sector headlines (Goldman on UnitedHealth and healthcare ETFs) may be diverting flows across the group — this can mute individual stock moves like JNJ as investors rotate within healthcare. Goldman Sachs Lifts UnitedHealth Target Price
• Neutral Sentiment: JNJ’s reported participation in TrumpRX and other political/PR items could introduce reputational sensitivity for some investors, but so far this is unlikely to materially change fundamentals. Johnson & Johnson Joins TrumpRX

Analysts Set New Price Targets

A number of analysts have recently commented on the company. Guggenheim upped their price objective on Johnson & Johnson from $244.00 to $266.00 and gave the stock a “buy” rating in a report on Monday, April 20th. Wolfe Research upped their price objective on Johnson & Johnson from $225.00 to $240.00 and gave the stock an “outperform” rating in a report on Monday, January 5th. Argus upped their price objective on Johnson & Johnson from $240.00 to $275.00 and gave the stock a “buy” rating in a report on Thursday, April 16th. Wall Street Zen downgraded Johnson & Johnson from a “buy” rating to a “hold” rating in a report on Saturday, February 14th. Finally, HSBC upped their price objective on Johnson & Johnson from $265.00 to $280.00 and gave the stock a “buy” rating in a report on Tuesday, March 17th. Eighteen 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 currently has a consensus rating of “Moderate Buy” and an average price target of $252.48.

Insiders Place Their Bets

In related news, EVP Vanessa Broadhurst sold 6,197 shares of the company’s stock in a transaction on Tuesday, February 17th. The shares were sold at an average price of $243.39, for a total transaction 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 approximately $5,598,700.17. This represents a 21.22% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through the SEC website. Also, EVP Timothy Schmid sold 1,322 shares of the company’s 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 of the company’s stock, valued at approximately $6,251,310.02. This trade represents a 4.94% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Over the last ninety days, insiders have sold 30,142 shares of company stock valued at $7,360,528. 0.16% of the stock is owned by corporate insiders.

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.