Contravisory Investment Management Inc. Acquires 4,329 Shares of Johnson & Johnson $JNJ

Contravisory Investment Management Inc. boosted its holdings in Johnson & Johnson (NYSE:JNJ) by 5,279.3% during the fourth quarter, according to the company in its most recent disclosure with the SEC. The firm owned 4,411 shares of the company’s stock after purchasing an additional 4,329 shares during the quarter. Contravisory Investment Management Inc.’s holdings in Johnson & Johnson were worth $913,000 at the end of the most recent quarter.

Other large investors have also recently made changes to their positions in the company. SOA Wealth Advisors LLC. increased its position in Johnson & Johnson by 0.7% during the 3rd quarter. SOA Wealth Advisors LLC. now owns 7,392 shares of the company’s stock valued at $1,371,000 after buying an additional 53 shares in the last quarter. Ethos Financial Group LLC grew its stake in shares of Johnson & Johnson by 0.6% in the third quarter. Ethos Financial Group LLC now owns 9,110 shares of the company’s stock worth $1,689,000 after acquiring an additional 53 shares during the last quarter. Pinnacle Holdings LLC increased its holdings in shares of Johnson & Johnson by 0.5% during the third quarter. Pinnacle Holdings LLC now owns 11,214 shares of the company’s stock valued at $2,079,000 after acquiring an additional 54 shares in the last quarter. Bouchey Financial Group Ltd raised its position in shares of Johnson & Johnson by 0.8% in the 3rd quarter. Bouchey Financial Group Ltd now owns 7,249 shares of the company’s stock worth $1,344,000 after purchasing an additional 54 shares during the last quarter. Finally, Boltwood Capital Management boosted its stake in Johnson & Johnson by 1.3% in the 4th quarter. Boltwood Capital Management now owns 4,263 shares of the company’s stock worth $882,000 after purchasing an additional 54 shares in the last quarter. 69.55% of the stock is currently owned by hedge funds and other institutional investors.

Johnson & Johnson News Summary

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

• Positive Sentiment: MarketBeat highlights JNJ as a defensive growth pick after the Kenvue spin‑off, noting durable revenue growth, medtech/robotics upside and Dividend King status — a reason income‑oriented investors may keep buying. A Q2 2026 Playbook for Navigating Market Uncertainty (JNJ)
• Positive Sentiment: Wolfe Research added JNJ to a favorites list and the company was noted among Dividend Kings/Aristocrats — institutional endorsement that can support demand for the stock. Johnson & Johnson (JNJ) Gains Spot on Wolfe Favorites amid Growth Outlook
• Positive Sentiment: Analyst coverage: Erste Group nudged up its FY2027 EPS forecast for JNJ (small raise to $12.54), signaling incremental confidence in the company’s earnings trajectory after recent product approvals and commercialization progress.
• Positive Sentiment: Zacks notes a surge in J&J’s pipeline and 2025 approvals that set up stronger growth from new drugs in 2026 — a material upside driver if approvals translate into accelerating top‑line contribution. J&J’s Pipeline Surge Sets Up Stronger Growth From New Drugs in 2026
• Positive Sentiment: Investor commentary (Seeking Alpha) reiterates JNJ’s place in conservative dividend‑growth portfolios — supporting steady, long‑term demand from income investors. Johnson & Johnson: Deserves A Place In Conservative Dividend Growth Portfolios
• Neutral Sentiment: Preparation for Q1 results: a Barchart preview notes analysts expect a single‑digit EPS decline next quarter — this sets modest downside risk to near‑term sentiment but is already priced in to some extent. What You Need To Know Ahead of Johnson & Johnson’s Earnings Release
• Neutral Sentiment: Valuation check: recent strong 12‑month returns have drawn attention; some analysts view the stock as having outperformed, so volatility around re‑ratings is possible. Assessing Johnson & Johnson (JNJ) Valuation After Recent Gains And Kenvue Spin Off
• Negative Sentiment: Legal and perception risks persist: while a punitive damages award (~$950M) was overturned, a $16M talc verdict remains and some outlets label JNJ overvalued — ongoing litigation headlines and valuation criticism can pressure the stock. Punitive Damages Award Worth $950 Million Overturned Against Johnson & Johnson (JNJ), $16M Talc Verdict Stands

Insider Buying and Selling

In other Johnson & Johnson news, EVP Timothy Schmid sold 1,322 shares of Johnson & Johnson stock in a transaction that occurred on Friday, February 20th. The shares were sold at an average price of $245.66, for a total transaction of $324,762.52. Following the transaction, the executive vice president owned 25,447 shares of the company’s stock, valued at $6,251,310.02. The trade was a 4.94% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available through the SEC website. Also, EVP Vanessa Broadhurst sold 6,197 shares of the company’s stock in a transaction that occurred on 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 completion of the transaction, the executive vice president owned 23,003 shares of the company’s stock, valued at approximately $5,598,700.17. The trade was a 21.22% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. In the last 90 days, insiders have sold 30,142 shares of company stock worth $7,360,528. 0.16% of the stock is owned by company insiders.

Analyst Upgrades and Downgrades

A number of research firms have weighed in on JNJ. Rothschild & Co Redburn raised their price objective on shares of Johnson & Johnson from $180.00 to $210.00 and gave the company a “neutral” rating in a research note on Thursday, February 19th. Morgan Stanley set a $253.00 price target on shares of Johnson & Johnson in a report on Wednesday, March 18th. Guggenheim raised their price target on shares of Johnson & Johnson from $227.00 to $240.00 and gave the company a “buy” rating in a research report on Friday, January 23rd. Sanford C. Bernstein boosted their price objective on shares of Johnson & Johnson from $208.00 to $225.00 and gave the stock a “market perform” rating in a report on Friday, January 23rd. Finally, Weiss Ratings reiterated a “buy (b)” rating on shares of Johnson & Johnson in a research note on Wednesday, January 28th. One analyst has rated the stock with a Strong Buy rating, seventeen have assigned a Buy rating and nine have assigned a Hold rating to the stock. According to MarketBeat, the company has a consensus rating of “Moderate Buy” and a consensus target price of $236.91.

Johnson & Johnson Stock Down 0.3%

JNJ stock opened at $239.30 on Friday. The company has a market cap of $576.39 billion, a price-to-earnings ratio of 21.66, a P/E/G ratio of 2.37 and a beta of 0.34. The company has a debt-to-equity ratio of 0.48, a quick ratio of 0.77 and a current ratio of 1.03. The business’s 50-day moving average is $236.97 and its two-hundred day moving average is $210.03. Johnson & Johnson has a fifty-two week low of $141.50 and a fifty-two week high of $251.71.

Johnson & Johnson (NYSE:JNJ) last issued its quarterly earnings data on Saturday, January 31st. The company reported $2.46 earnings per share (EPS) for the quarter. The firm had revenue of $24.28 billion during the quarter. Johnson & Johnson had a net margin of 28.46% and a return on equity of 33.04%. As a group, analysts forecast that Johnson & Johnson will post 10.58 earnings per share for the current year.

Johnson & Johnson Dividend Announcement

The company also recently announced a quarterly dividend, which was paid on Tuesday, March 10th. Shareholders of record on Tuesday, February 24th were paid a dividend of $1.30 per share. The ex-dividend date was Tuesday, February 24th. This represents a $5.20 dividend on an annualized basis and a yield of 2.2%. Johnson & Johnson’s dividend payout ratio (DPR) is presently 47.06%.

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.