HF Advisory Group LLC Raises Stock Position in Johnson & Johnson $JNJ

HF Advisory Group LLC boosted its holdings in Johnson & Johnson (NYSE:JNJ) by 305.9% in the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 19,887 shares of the company’s stock after purchasing an additional 14,987 shares during the quarter. HF Advisory Group LLC’s holdings in Johnson & Johnson were worth $4,116,000 at the end of the most recent quarter.

Several other large investors have also recently added to or reduced their stakes in JNJ. Crew Capital Management Ltd raised its position in Johnson & Johnson by 9.3% in the fourth quarter. Crew Capital Management Ltd now owns 5,544 shares of the company’s stock worth $1,147,000 after acquiring an additional 473 shares in the last quarter. Wall Street Financial Group Inc. lifted its position in Johnson & Johnson by 9.3% during the fourth quarter. Wall Street Financial Group Inc. now owns 2,227 shares of the company’s stock worth $461,000 after buying an additional 189 shares during the period. Ellsworth Advisors LLC boosted its holdings in shares of Johnson & Johnson by 3.4% in the 4th quarter. Ellsworth Advisors LLC now owns 49,191 shares of the company’s stock valued at $10,801,000 after purchasing an additional 1,618 shares during the last quarter. Trust Co. of Vermont grew its holdings in shares of Johnson & Johnson by 7.3% during the 4th quarter. Trust Co. of Vermont now owns 191,009 shares of the company’s stock worth $39,529,000 after purchasing an additional 12,985 shares during the period. Finally, Oldfather Financial Services LLC grew its stake in shares of Johnson & Johnson by 4.8% in the fourth quarter. Oldfather Financial Services LLC now owns 8,046 shares of the company’s stock valued at $1,665,000 after buying an additional 365 shares in the last quarter. 69.55% of the stock is owned by hedge funds and other institutional investors.

Key Johnson & Johnson News

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

• Positive Sentiment: Royalty Pharma signed a $500M R&D deal with J&J to support an experimental autoimmune antibody — a meaningful near‑term collaboration and capital inflow that supports JNJ’s pipeline value. Royalty Pharma, Johnson & Johnson Strike $500M Autoimmune Drug Deal
• Positive Sentiment: New randomized controlled trial data presented at ACC 2026 and published in JACC bolster JNJ’s pharma/MedTech credibility — supports revenue upside from adoption of cardiovascular products. Why Johnson & Johnson (JNJ) Is One of the Best Pharma Stocks to Invest in Now
• Positive Sentiment: Analysts and dividend trackers expect J&J to announce another dividend increase in April, reinforcing its income profile for income‑oriented investors. 7 Dividend Increases Expected In April 2026
• Neutral Sentiment: JNJ has become a trending stock on retail/analysis platforms, increasing attention and trading flows but not necessarily changing fundamentals. Johnson & Johnson (JNJ) Is a Trending Stock: Facts to Know Before Betting on It
• Neutral Sentiment: JNJ’s history of earnings beats and solid margins keeps expectations elevated; investors will watch the next report closely for confirmation. Will Johnson & Johnson (JNJ) Beat Estimates Again in Its Next Earnings Report?
• Negative Sentiment: MedTech preview notes China weakness as a potential headwind for Q1 MedTech revenue — regional softness could pressure sales versus expectations. JNJ Q1 MedTech Preview: Key Drivers and China Headwinds to Watch
• Negative Sentiment: After a ~61% one‑year rally, some outlets question valuation and whether upside is limited from current levels — valuation concerns can amplify selling on weakness. Is It Too Late To Consider Johnson & Johnson (JNJ) After Its 61% One-Year Surge?
• Negative Sentiment: Bridgewater’s Ray Dalio trimming his JNJ stake was reported — large-manager trimming can be read negatively by some investors even if position sizes are modest. Johnson & Johnson (JNJ): Billionaire Ray Dalio Trims Position

Insider Activity at Johnson & Johnson

In other Johnson & Johnson news, EVP Timothy Schmid sold 22,623 shares of the company’s stock in a transaction dated Wednesday, February 18th. The stock was 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 represents a 45.80% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available through this hyperlink. Also, EVP Vanessa Broadhurst sold 6,197 shares of the company’s stock in a transaction 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 $5,598,700.17. This trade represents a 21.22% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. In 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.

Johnson & Johnson Trading Down 0.0%

NYSE JNJ opened at $242.93 on Friday. Johnson & Johnson has a 12 month low of $141.50 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 0.48. The business’s 50-day moving average price is $239.86 and its two-hundred day moving average price is $213.00. The firm has a market capitalization of $585.11 billion, a PE ratio of 21.98, a price-to-earnings-growth ratio of 2.41 and a beta of 0.34.

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

Analyst Ratings Changes

A number of equities analysts recently commented on the company. Wall Street Zen lowered Johnson & Johnson from a “buy” rating to a “hold” rating in a report on Saturday, February 14th. Morgan Stanley set a $253.00 price target on shares of Johnson & Johnson in a research note on Wednesday, March 18th. Guggenheim raised their price objective on Johnson & Johnson from $227.00 to $240.00 and gave the stock a “buy” rating in a research report on Friday, January 23rd. Sanford C. Bernstein increased their price target on shares of Johnson & Johnson from $208.00 to $225.00 and gave the company a “market perform” rating in a research note on Friday, January 23rd. Finally, Citigroup increased their price objective on shares of Johnson & Johnson from $250.00 to $274.00 and gave the stock a “buy” rating in a research report on Wednesday, March 11th. One equities research analyst has rated the stock with a Strong Buy rating, seventeen have assigned a Buy rating and nine have given a Hold rating to the stock. According to data from MarketBeat, the company has an average rating of “Moderate Buy” and a consensus target price of $236.91.

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.