Johnson & Johnson $JNJ Shares Sold by Keel Point LLC

Keel Point LLC lowered its position in Johnson & Johnson (NYSE:JNJ) by 7.1% during the 4th quarter, according to its most recent disclosure with the Securities and Exchange Commission. The firm owned 32,376 shares of the company’s stock after selling 2,467 shares during the quarter. Keel Point LLC’s holdings in Johnson & Johnson were worth $6,700,000 as of its most recent filing with the Securities and Exchange Commission.

Other large investors also recently made changes to their positions in the company. Blueline Advisors LLC acquired a new stake in shares of Johnson & Johnson in the fourth quarter valued at approximately $25,000. Cresta Advisors Ltd. bought a new position in shares of Johnson & Johnson in the fourth quarter valued at approximately $26,000. Abich Financial Wealth Management LLC bought a new position in shares of Johnson & Johnson in the third quarter valued at approximately $26,000. DecisionPoint Financial LLC boosted its holdings in shares of Johnson & Johnson by 104.2% in the fourth quarter. DecisionPoint Financial LLC now owns 147 shares of the company’s stock valued at $30,000 after acquiring an additional 75 shares in the last quarter. Finally, Bay Harbor Wealth Management LLC boosted its holdings in shares of Johnson & Johnson by 49.0% in the fourth quarter. Bay Harbor Wealth Management LLC now owns 149 shares of the company’s stock valued at $31,000 after acquiring an additional 49 shares in the last quarter. Institutional investors and hedge funds own 69.55% of the company’s stock.

Johnson & Johnson News Summary

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

• Positive Sentiment: Johnson & Johnson reported strong Phase 2/3 results for IMAAVY (nipocalimab-aahu) in warm autoimmune hemolytic anemia, showing a statistically significant durable hemoglobin response and rapid onset of effect in a disease with no FDA-approved therapies. That strengthens the company’s rare-disease pipeline and could create a new growth driver. Article Title
• Positive Sentiment: The company is expanding U.S. availability of TECNIS PureSee IOL, a cataract surgery lens, which adds another incremental commercial win in medtech and supports recurring product revenue. Article Title
• Positive Sentiment: Johnson & Johnson will acquire Firefly Bio for about $1 billion, a move aimed at strengthening its oncology pipeline and signaling continued investment in high-growth cancer treatments. Article Title
• Positive Sentiment: Several recent pieces highlight bullish valuation and dividend arguments, with investors pointing to JNJ’s strong balance sheet, durable cash flow, and attractive long-term total returns. Analysts also lifted some earnings estimates, reinforcing the view that the stock remains a defensive compounder. Article Title
• Neutral Sentiment: Recent commentary from Jim Cramer and other market writers praised Johnson & Johnson’s “great new drug profits” and “AAA balance sheet,” which may have helped sentiment but did not include a major new fundamental update. Article Title
• Negative Sentiment: The main offsetting headline is a $32 million asbestos/talc verdict in Los Angeles, which keeps legal risk in focus and could pressure sentiment around the stock’s litigation overhang. Article Title

Johnson & Johnson Trading Up 0.0%

Shares of NYSE:JNJ opened at $238.59 on Friday. The stock has a market capitalization of $574.33 billion, a price-to-earnings ratio of 27.58, a PEG ratio of 2.34 and a beta of 0.26. Johnson & Johnson has a 1-year low of $149.04 and a 1-year high of $251.71. The company has a debt-to-equity ratio of 0.46, a quick ratio of 0.77 and a current ratio of 1.03. The company has a 50 day moving average price of $231.58 and a 200 day moving average price of $227.11.

Johnson & Johnson (NYSE:JNJ) last posted 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 net margin of 21.83% and a return on equity of 32.60%. The firm had revenue of $24.06 billion during the quarter, compared to analyst estimates of $23.60 billion. During the same quarter last year, the business posted $2.77 EPS. The company’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 anticipate 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 was paid on Tuesday, June 9th. Investors of record on Tuesday, May 26th were paid a $1.34 dividend. The ex-dividend date of this dividend was Tuesday, May 26th. This represents a $5.36 dividend on an annualized basis and a yield of 2.2%. This is a positive change from Johnson & Johnson’s previous quarterly dividend of $1.30. Johnson & Johnson’s dividend payout ratio (DPR) is 61.97%.

Wall Street Analyst Weigh In

Several research firms have recently issued reports on JNJ. Stifel Nicolaus increased their price objective on shares of Johnson & Johnson from $220.00 to $250.00 and gave the company a “hold” rating in a report on Wednesday, April 15th. Daiwa Securities Group increased their price objective on shares of Johnson & Johnson from $237.00 to $246.00 and gave the company an “outperform” rating in a report on Thursday, April 16th. Weiss Ratings cut shares of Johnson & Johnson from a “buy (b+)” rating to a “buy (b)” rating in a report on Friday, April 24th. Sanford C. Bernstein increased their price objective on shares of Johnson & Johnson from $225.00 to $251.00 and gave the company a “market perform” rating in a report on Wednesday, April 15th. Finally, Wall Street Zen cut shares of Johnson & Johnson from a “buy” rating to a “hold” rating in a report on Saturday, February 14th. Twenty research analysts have rated the stock with a Buy rating and seven have given a Hold rating to the company’s stock. Based on data from MarketBeat.com, the company has an average rating of “Moderate Buy” and a consensus target price of $253.04.

About Johnson & Johnson

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.