Evergreen Wealth Partners LLC Acquires Shares of 3,898 Johnson & Johnson $JNJ

Evergreen Wealth Partners LLC acquired a new stake in shares of Johnson & Johnson (NYSE:JNJ) in the fourth quarter, according to its most recent disclosure with the Securities & Exchange Commission. The institutional investor acquired 3,898 shares of the company’s stock, valued at approximately $807,000. Johnson & Johnson makes up about 0.7% of Evergreen Wealth Partners LLC’s holdings, making the stock its 26th biggest position.

Other hedge funds also recently bought and sold shares of the company. Vanguard Group Inc. lifted its position in shares of Johnson & Johnson by 1.6% in the fourth quarter. Vanguard Group Inc. now owns 240,349,660 shares of the company’s stock worth $49,740,362,000 after purchasing an additional 3,731,074 shares in the last quarter. Capital International Investors lifted its position in shares of Johnson & Johnson by 545.6% in the third quarter. Capital International Investors now owns 3,865,050 shares of the company’s stock worth $716,657,000 after purchasing an additional 3,266,354 shares in the last quarter. Amundi lifted its position in shares of Johnson & Johnson by 19.3% in the third quarter. Amundi now owns 13,354,936 shares of the company’s stock worth $2,512,719,000 after purchasing an additional 2,163,838 shares in the last quarter. Marshall Wace LLP lifted its position in shares of Johnson & Johnson by 126.3% in the third quarter. Marshall Wace LLP now owns 3,584,162 shares of the company’s stock worth $664,575,000 after purchasing an additional 2,000,609 shares in the last quarter. Finally, Danske Bank A S purchased a new stake in shares of Johnson & Johnson in the third quarter worth approximately $367,467,000. 69.55% of the stock is owned by hedge funds and other institutional investors.

Insider Activity at Johnson & Johnson

In related news, EVP Vanessa Broadhurst sold 6,197 shares of the firm’s stock in a transaction that occurred 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 transaction, the executive vice president owned 23,003 shares of the company’s stock, valued at approximately $5,598,700.17. This trade represents a 21.22% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available through the SEC website. Also, EVP Timothy Schmid sold 22,623 shares of the stock in a transaction that occurred on Wednesday, February 18th. The shares were sold at an average price of $244.33, for a total value of $5,527,477.59. Following the transaction, the executive vice president owned 26,769 shares in the company, valued at approximately $6,540,469.77. This trade represents a 45.80% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. In the last ninety days, insiders have sold 30,142 shares of company stock worth $7,360,528. Insiders own 0.16% of the company’s stock.

Johnson & Johnson Price Performance

Shares of JNJ opened at $226.81 on Friday. The firm has a market cap of $545.98 billion, a PE ratio of 26.22, a PEG ratio of 2.22 and a beta of 0.27. The firm’s 50 day moving average price is $235.13 and its 200 day moving average price is $221.79. The company has a debt-to-equity ratio of 0.46, a quick ratio of 0.77 and a current ratio of 1.03. Johnson & Johnson has a twelve month low of $149.04 and a twelve month high of $251.71.

Johnson & Johnson (NYSE:JNJ) last issued its quarterly earnings data on Tuesday, April 14th. The company reported $2.70 earnings per share for the quarter, beating the consensus estimate of $2.68 by $0.02. The firm had revenue of $24.06 billion for the quarter, compared to analyst estimates of $23.60 billion. Johnson & Johnson had a net margin of 21.83% and a return on equity of 32.60%. The company’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 earnings per share. Johnson & Johnson has set its FY 2026 guidance at 11.450-11.650 EPS. As a group, research analysts expect that Johnson & Johnson will post 11.57 EPS for the current fiscal year.

Johnson & Johnson Increases Dividend

The firm also recently disclosed 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. The ex-dividend date of this dividend is Tuesday, May 26th. This is a boost from Johnson & Johnson’s previous quarterly dividend of $1.30. This represents a $5.36 annualized dividend and a yield of 2.4%. Johnson & Johnson’s payout ratio is 60.12%.

More Johnson & Johnson News

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

• Positive Sentiment: Leerink Partners upgraded Johnson & Johnson (JNJ) to Outperform, which can help investor sentiment and suggests the firm sees more upside from current levels. Leerink Partners upgrades Johnson & Johnson (JNJ)
• Positive Sentiment: A new article says J&J’s story is shifting as newer drugs such as Icotyde, Inlexzo, Tecvayli and Tremfya gain attention, while a valuation update nudged fair value slightly higher. That points to continued pipeline progress as a key long-term driver. How The Story For Johnson & Johnson (JNJ) Is Shifting With New Drugs And Legal Twists
• Positive Sentiment: CAPLYTA data highlighted favorable efficacy and safety versus competing antipsychotics, reinforcing the value of J&J’s mental-health franchise and broader pipeline depth. CAPLYTA Data Highlights Johnson & Johnson Valuation And Mental Health Story
• Neutral Sentiment: MeiraGTx reported an asset purchase agreement with Johnson & Johnson for bota-vec, a transaction that appears more strategic than immediately material for earnings, but it shows J&J remains active in bolt-on pipeline deals. MeiraGTx Reports First Quarter 2026 Financial and Operational Results
• Neutral Sentiment: Recent bladder-cancer survey coverage reinforces the need for better therapies, which supports the market’s broader view that J&J’s oncology and urology pipeline could have room to grow, though the report itself does not change fundamentals immediately. Groundbreaking global survey captures the significant patient burden experienced with current standard-of-care bladder cancer treatments, underscoring urgency for continued innovation
• Negative Sentiment: Articles note Johnson & Johnson has been down since its last earnings report, indicating some investors remain cautious despite the company’s stable fundamentals and defensive profile. Why Is Johnson & Johnson (JNJ) Down 3.5% Since Last Earnings Report?

Analysts Set New Price Targets

A number of analysts have recently issued reports on JNJ shares. Loop Capital set a $220.00 price target on shares of Johnson & Johnson in a research report on Tuesday, January 27th. Argus increased their price target on shares of Johnson & Johnson from $240.00 to $275.00 and gave the stock a “buy” rating in a research report on Thursday, April 16th. Wall Street Zen lowered shares of Johnson & Johnson from a “buy” rating to a “hold” rating in a research report on Saturday, February 14th. Bank of America increased their price target on shares of Johnson & Johnson from $253.00 to $254.00 and gave the stock a “neutral” rating in a research report on Wednesday, April 15th. Finally, The Goldman Sachs Group increased their price target on shares of Johnson & Johnson from $265.00 to $275.00 and gave the stock a “buy” rating in a research report on Wednesday, April 15th. Twenty research analysts have rated the stock with a Buy rating and seven have assigned a Hold rating to the company’s stock. Based on data from MarketBeat, the stock has an average rating of “Moderate Buy” and a consensus target price of $253.04.

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.