Montag A & Associates Inc. Increases Holdings in Johnson & Johnson $JNJ

Montag A & Associates Inc. increased its position in Johnson & Johnson (NYSE:JNJ) by 3.8% in the 4th quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The firm owned 88,062 shares of the company’s stock after acquiring an additional 3,242 shares during the period. Johnson & Johnson comprises about 0.8% of Montag A & Associates Inc.’s investment portfolio, making the stock its 29th biggest holding. Montag A & Associates Inc.’s holdings in Johnson & Johnson were worth $18,224,000 at the end of the most recent reporting period.

Other large investors also recently modified their holdings of the company. Level Wealth Management LLC purchased a new position in Johnson & Johnson during the fourth quarter valued at $212,000. Core Alternative Capital lifted its position in Johnson & Johnson by 1.8% during the fourth quarter. Core Alternative Capital now owns 41,010 shares of the company’s stock valued at $8,487,000 after purchasing an additional 716 shares in the last quarter. Alliance Wealth Strategies LLC d b a Brown Edwards Wealth Strategies purchased a new position in Johnson & Johnson during the fourth quarter valued at $347,000. VELA Investment Management LLC lifted its position in Johnson & Johnson by 18.6% during the fourth quarter. VELA Investment Management LLC now owns 33,116 shares of the company’s stock valued at $6,853,000 after purchasing an additional 5,183 shares in the last quarter. Finally, Souders Financial Advisors lifted its position in shares of Johnson & Johnson by 7.4% in the fourth quarter. Souders Financial Advisors now owns 2,660 shares of the company’s stock valued at $550,000 after acquiring an additional 183 shares in the last quarter. Institutional investors own 69.55% of the company’s stock.

Insiders Place Their Bets

In related news, EVP Timothy Schmid sold 1,322 shares of Johnson & Johnson stock in a transaction dated Friday, February 20th. The stock was sold at an average price of $245.66, for a total value of $324,762.52. Following the completion of the transaction, the executive vice president owned 25,447 shares in the company, valued at $6,251,310.02. The trade was a 4.94% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available at the SEC website. Also, EVP Vanessa Broadhurst sold 6,197 shares of Johnson & Johnson stock in a transaction dated Tuesday, February 17th. The shares were sold at an average price of $243.39, for a total value 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. This represents a 21.22% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders sold a total of 30,142 shares of company stock valued at $7,360,528 in the last three months. Insiders own 0.16% of the company’s stock.

Analyst Ratings Changes

A number of equities research analysts recently commented on the company. HSBC boosted their target price on Johnson & Johnson from $265.00 to $280.00 and gave the stock a “buy” rating in a research report on Tuesday, March 17th. Royal Bank Of Canada reiterated an “outperform” rating and issued a $265.00 target price on shares of Johnson & Johnson in a research report on Wednesday, April 15th. Wall Street Zen downgraded Johnson & Johnson from a “buy” rating to a “hold” rating in a research report on Saturday, February 14th. Guggenheim boosted their target price on Johnson & Johnson from $244.00 to $266.00 and gave the stock a “buy” rating in a research report on Monday, April 20th. Finally, The Goldman Sachs Group boosted their target price on Johnson & Johnson from $265.00 to $275.00 and gave the stock a “buy” rating in a research report on Wednesday, April 15th. Eighteen investment analysts have rated the stock with a Buy rating and nine have given a Hold rating to the company’s stock. According to MarketBeat, the stock currently has a consensus rating of “Moderate Buy” and an average target price of $252.48.

Johnson & Johnson News Roundup

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

• Positive Sentiment: TREMFYA (guselkumab) Phase 3 FUZION data showed it is the first IL‑23 inhibitor to demonstrate efficacy in perianal fistulizing Crohn’s disease at Week 24 — a high‑unmet‑need indication that could expand TREMFYA’s label and commercial opportunity in IBD. Johnson & Johnson study shows TREMFYA® (guselkumab) is the first and only IL-23 inhibitor to demonstrate efficacy in perianal fistulizing Crohn’s disease
• Positive Sentiment: Investigational co‑antibody JNJ‑4804 reported Phase 2b DUET data showing strong clinical and endoscopic results in refractory UC and CD, supporting advancement to Phase 3 — positive for long‑term pipeline value if confirmed. Johnson & Johnson investigational co-antibody therapy JNJ-4804 shows potential to raise the bar for clinical efficacy in treating refractory inflammatory bowel disease
• Positive Sentiment: Coverage notes recent FDA wins in rare disease and schizophrenia and highlights J&J’s accelerating growth narrative — such regulatory momentum can re‑rate expectations and draw investor interest. How Investors May Respond To Johnson & Johnson (JNJ) New FDA Wins In Rare Disease And Schizophrenia
• Positive Sentiment: Network meta‑analysis shows CAPLYTA ranked highly among adjunctive MDD treatments, supporting commercial positioning for the psychiatry franchise and potential uptake in clinical practice. CAPLYTA® (lumateperone) showed greatest improvement across key efficacy outcomes among adjunctive MDD treatments in new network meta-analysis
• Neutral Sentiment: Investor‑focused articles and screens (Zacks, Yahoo, 247WallSt) are driving attention to JNJ as a dividend and growth name — may increase retail/income flows but not an immediate fundamental change. Johnson & Johnson (JNJ) is Attracting Investor Attention: Here is What You Should Know
• Neutral Sentiment: J&J‑sponsored protocol amendment for the Nanobiotix head & neck cancer study and a J&J study supporting Abiomed’s Impella 5.5 are incremental scientific wins that support partnerships and program progress but are unlikely to move near‑term revenue materially. Nanobiotix Announces Protocol Amendment to Ongoing Global Phase 3 Head and Neck Cancer Study
• Negative Sentiment: CVS will prefer lower‑cost interchangeable biosimilars over J&J’s Stelara on its main formularies starting July 1, a clear payer headwind that could reduce Stelara volumes and pricing leverage in the near term. CVS to drop J&J’s Stelara from its main formularies

Johnson & Johnson Stock Up 0.6%

Shares of NYSE:JNJ opened at $225.59 on Wednesday. Johnson & Johnson has a 52-week low of $146.12 and a 52-week high of $251.71. The stock has a market cap of $543.05 billion, a P/E ratio of 26.08, a price-to-earnings-growth ratio of 2.20 and a beta of 0.27. The business’s 50 day moving average is $238.49 and its 200 day moving average is $220.15. The company has a quick ratio of 0.77, a current ratio of 1.03 and a debt-to-equity ratio of 0.46.

Johnson & Johnson (NYSE:JNJ) last announced its earnings results on Tuesday, April 14th. The company reported $2.70 earnings per share (EPS) for the quarter, beating the consensus estimate of $2.68 by $0.02. The business had revenue of $24.06 billion for the quarter, compared to analysts’ expectations of $23.60 billion. Johnson & Johnson had a return on equity of 32.60% and a net margin of 21.83%.The business’s revenue for the quarter was up 9.9% on a year-over-year basis. During the same quarter last year, the firm earned $2.77 EPS. Johnson & Johnson has set its FY 2026 guidance at 11.450-11.650 EPS. Sell-side analysts predict that Johnson & Johnson will post 11.57 EPS for the current year.

Johnson & Johnson Increases Dividend

The firm also recently disclosed 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 dividend on an annualized basis and a dividend yield of 2.4%. The ex-dividend date of this dividend is Tuesday, May 26th. This is a positive change from Johnson & Johnson’s previous quarterly dividend of $1.30. Johnson & Johnson’s payout ratio is 60.12%.

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.