Quadrant Capital Group LLC Raises Stake in Johnson & Johnson $JNJ

Quadrant Capital Group LLC lifted its position in shares of Johnson & Johnson (NYSE:JNJ) by 2.8% in the fourth quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor owned 77,434 shares of the company’s stock after buying an additional 2,125 shares during the quarter. Johnson & Johnson makes up 0.5% of Quadrant Capital Group LLC’s investment portfolio, making the stock its 26th largest position. Quadrant Capital Group LLC’s holdings in Johnson & Johnson were worth $16,025,000 at the end of the most recent quarter.

Other hedge funds and other institutional investors have also modified their holdings of the company. Blueline Advisors LLC purchased a new stake in Johnson & Johnson in the fourth quarter valued at approximately $25,000. Abich Financial Wealth Management LLC acquired a new position in Johnson & Johnson during the third quarter valued at approximately $26,000. Cresta Advisors Ltd. acquired a new position in shares of Johnson & Johnson during the fourth quarter worth $26,000. DecisionPoint Financial LLC lifted its position in shares of Johnson & Johnson by 104.2% during the fourth quarter. DecisionPoint Financial LLC now owns 147 shares of the company’s stock worth $30,000 after purchasing an additional 75 shares in the last quarter. Finally, Semmax Financial Advisors Inc. lifted its position in shares of Johnson & Johnson by 55.0% during the second quarter. Semmax Financial Advisors Inc. now owns 203 shares of the company’s stock worth $31,000 after purchasing an additional 72 shares in the last quarter. 69.55% of the stock is currently owned by hedge funds and other institutional investors.

Key Stories Impacting Johnson & Johnson

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

• Positive Sentiment: Johnson & Johnson agreed to pay about $1 billion for Firefly Bio technology, a bet on improving treatment options for one of cancer’s most hard-to-target areas. Article Title
• Positive Sentiment: J&J also reported encouraging late-stage results for IMAAVY in warm autoimmune hemolytic anemia, reinforcing the company’s pipeline momentum in rare diseases. Article Title
• Positive Sentiment: Analysts and commentators highlighted J&J as a defensive healthcare name with attractive valuation and dividend appeal, which can support buying interest in a volatile market. Article Title
• Neutral Sentiment: Jim Cramer mentioned J&J while favoring healthcare over technology, which is a sentiment tailwind but not a direct company-specific catalyst. Article Title
• Neutral Sentiment: Johnson & Johnson expanded U.S. availability of its TECNIS PureSee cataract lens, a positive commercial update but likely a smaller stock mover than the acquisition and pipeline news. Article Title
• Negative Sentiment: Ongoing talc-related legal headlines remain an overhang and could limit upside if investors focus back on litigation risk. Article Title

Insider Buying and Selling at Johnson & Johnson

In other news, EVP Kathryn E. Wengel sold 10,000 shares of the company’s stock in a transaction dated Thursday, June 11th. The stock was sold at an average price of $241.15, for a total value of $2,411,500.00. Following the transaction, the executive vice president owned 114,288 shares in the company, valued at $27,560,551.20. This represents a 8.05% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available at this link. 0.16% of the stock is owned by corporate insiders.

Analyst Ratings Changes

JNJ has been the topic of several recent analyst reports. Argus upped their price target on shares of Johnson & Johnson from $240.00 to $275.00 and gave the company a “buy” rating in a report on Thursday, April 16th. Wall Street Zen lowered shares of Johnson & Johnson from a “buy” rating to a “hold” rating in a research note on Saturday, February 14th. Weiss Ratings lowered shares of Johnson & Johnson from a “buy (b+)” rating to a “buy (b)” rating in a research report on Friday, April 24th. Johnson Rice upgraded shares of Johnson & Johnson from a “hold” rating to an “outperform” rating in a research report on Wednesday, May 13th. Finally, Wells Fargo & Company increased their target price on shares of Johnson & Johnson from $240.00 to $263.00 and gave the company an “overweight” rating in a research report on Wednesday, April 15th. Twenty investment analysts have rated the stock with a Buy rating and seven have issued a Hold rating to the stock. According to data from MarketBeat.com, the company presently has a consensus rating of “Moderate Buy” and a consensus price target of $253.04.

Johnson & Johnson Price Performance

JNJ stock opened at $240.57 on Friday. The company has a current ratio of 1.03, a quick ratio of 0.77 and a debt-to-equity ratio of 0.46. Johnson & Johnson has a one year low of $149.04 and a one year high of $251.71. The firm has a market capitalization of $579.10 billion, a PE ratio of 27.81, a P/E/G ratio of 2.33 and a beta of 0.26. The firm has a 50-day moving average of $231.51 and a two-hundred day moving average of $227.20.

Johnson & Johnson (NYSE:JNJ) last posted its quarterly earnings data on Tuesday, April 14th. The company reported $2.70 EPS for the quarter, beating 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 company had revenue of $24.06 billion during the quarter, compared to analyst estimates of $23.60 billion. During the same period in the prior year, the firm earned $2.77 earnings per share. The business’s quarterly 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, analysts forecast that Johnson & Johnson will post 11.57 earnings per share for the current year.

Johnson & Johnson Increases Dividend

The firm also recently announced a quarterly dividend, which was paid on Tuesday, June 9th. Stockholders of record on Tuesday, May 26th were issued a $1.34 dividend. The ex-dividend date was Tuesday, May 26th. This represents a $5.36 dividend on an annualized basis and a dividend 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 is currently 61.97%.

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.