F m Investments LLC Has $14.64 Million Holdings in Johnson & Johnson $JNJ

F m Investments LLC lessened its stake in shares of Johnson & Johnson (NYSE:JNJ) by 28.6% during the 4th quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The firm owned 70,755 shares of the company’s stock after selling 28,337 shares during the period. F m Investments LLC’s holdings in Johnson & Johnson were worth $14,643,000 at the end of the most recent reporting period.

Several other institutional investors and hedge funds have also recently bought and sold shares of JNJ. Vanguard Group Inc. raised its holdings in Johnson & Johnson by 1.6% during the 4th quarter. Vanguard Group Inc. now owns 240,349,660 shares of the company’s stock worth $49,740,362,000 after buying an additional 3,731,074 shares during the period. Capital International Investors raised its holdings in Johnson & Johnson by 545.6% during the 3rd quarter. Capital International Investors now owns 3,865,050 shares of the company’s stock worth $716,657,000 after buying an additional 3,266,354 shares during the period. Amundi raised its holdings in Johnson & Johnson by 19.3% during the 3rd quarter. Amundi now owns 13,354,936 shares of the company’s stock worth $2,512,719,000 after buying an additional 2,163,838 shares during the period. Marshall Wace LLP increased its holdings in shares of Johnson & Johnson by 126.3% in the 3rd quarter. Marshall Wace LLP now owns 3,584,162 shares of the company’s stock valued at $664,575,000 after purchasing an additional 2,000,609 shares during the period. Finally, Danske Bank A S acquired a new position in shares of Johnson & Johnson in the 3rd quarter valued at about $367,467,000. Institutional investors and hedge funds own 69.55% of the company’s stock.

Wall Street Analyst Weigh In

A number of equities analysts have recently weighed in on the company. Morgan Stanley set a $283.00 target price on Johnson & Johnson in a report on Wednesday, April 15th. Loop Capital set a $220.00 target price on Johnson & Johnson in a report on Tuesday, January 27th. Wells Fargo & Company upped their target price on Johnson & Johnson from $240.00 to $263.00 and gave the company an “overweight” rating in a report on Wednesday, April 15th. Rothschild & Co Redburn upped their target price on Johnson & Johnson from $180.00 to $210.00 and gave the company a “neutral” rating in a report on Thursday, February 19th. Finally, Wall Street Zen downgraded Johnson & Johnson from a “buy” rating to a “hold” rating in a report on Saturday, February 14th. Eighteen research analysts have rated the stock with a Buy rating and nine have assigned a Hold rating to the stock. According to MarketBeat.com, Johnson & Johnson currently has an average rating of “Moderate Buy” and a consensus price target of $252.48.

Johnson & Johnson Trading Down 0.6%

NYSE:JNJ opened at $221.17 on Friday. The stock’s 50 day moving average price is $237.59 and its 200 day moving average price is $220.58. Johnson & Johnson has a 52 week low of $146.12 and a 52 week high of $251.71. The company has a market capitalization of $532.41 billion, a P/E ratio of 25.57, a P/E/G ratio of 2.17 and a beta of 0.27. 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 (NYSE:JNJ) last released its quarterly earnings data on Tuesday, April 14th. The company reported $2.70 EPS for the quarter, topping analysts’ consensus estimates of $2.68 by $0.02. Johnson & Johnson had a return on equity of 32.60% and a net margin of 21.83%.The firm had revenue of $24.06 billion for the quarter, compared to the consensus estimate of $23.60 billion. During the same quarter in the prior year, the company posted $2.77 earnings per share. 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. On average, research analysts forecast that Johnson & Johnson will post 11.57 EPS for the current fiscal year.

Johnson & Johnson Increases Dividend

The company also recently disclosed a quarterly dividend, which will be paid on Tuesday, June 9th. Investors of record on Tuesday, May 26th will be issued a $1.34 dividend. This is an increase from Johnson & Johnson’s previous quarterly dividend of $1.30. This represents a $5.36 dividend on an annualized basis and a yield of 2.4%. The ex-dividend date is Tuesday, May 26th. Johnson & Johnson’s dividend payout ratio is currently 60.12%.

Key Stories Impacting Johnson & Johnson

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

• Positive Sentiment: Erste Group Bank raised its FY2027 earnings estimate for Johnson & Johnson to $12.66 per share from $12.63, reinforcing the view that earnings power remains solid and slightly better than expected.
• Positive Sentiment: J&J’s cancer business continues to be a growth driver, with reports highlighting Darzalex, Erleada, and newer launches helping oncology sales grow strongly in the latest quarter and supporting the company’s long-term target of $50 billion in cancer sales by 2030. Darzalex, Erleada & New Drugs Keep J&J’s Oncology Engine Charged in Q1
• Positive Sentiment: Several articles also pointed to Johnson & Johnson as a favored dividend compounder, which can appeal to income investors looking for stability and long-term payouts. This Dividend Pro Likes Banks, Semi-Equipment Stocks, Altria, and J&J
• Neutral Sentiment: J&J also launched its “Generation Fine” mental health campaign, which is more of a brand and awareness initiative than a direct earnings catalyst, though it underscores continued investment in neuropsychiatry. Johnson & Johnson launches Generation Fine
• Neutral Sentiment: At the same time, recent pipeline commentary was mixed: J&J reported positive progress in some programs, but one mid-stage inflammatory bowel disease candidate did not meet its main endpoint, creating some offsetting uncertainty. Johnson And Johnson Balances Mental Health Push With Mixed Pipeline Outlook

Insider Buying and Selling

In related news, EVP Timothy Schmid sold 22,623 shares of the stock in a transaction that occurred on 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 owned 26,769 shares in the company, valued at approximately $6,540,469.77. This represents a 45.80% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which is accessible through this link. Also, EVP Vanessa Broadhurst sold 6,197 shares of the stock in a transaction that occurred on Tuesday, February 17th. The stock was 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 in the company, valued at $5,598,700.17. This represents a 21.22% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold 30,142 shares of company stock worth $7,360,528 in the last 90 days. 0.16% of the stock is currently owned by corporate insiders.

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.