Smith Salley Wealth Management Increases Stake in Johnson & Johnson $JNJ

Smith Salley Wealth Management increased its position in shares of Johnson & Johnson (NYSE:JNJ) by 8.1% during the 4th quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The firm owned 55,582 shares of the company’s stock after buying an additional 4,152 shares during the period. Smith Salley Wealth Management’s holdings in Johnson & Johnson were worth $11,503,000 at the end of the most recent quarter.

Other institutional investors have also recently made changes to their positions in the company. Abich Financial Wealth Management LLC purchased a new position in shares of Johnson & Johnson during the third quarter valued at $26,000. Clayton Financial Group LLC purchased a new position in shares of Johnson & Johnson during the third quarter valued at $28,000. Family CFO Inc purchased a new position in shares of Johnson & Johnson during the fourth quarter valued at $31,000. Semmax Financial Advisors Inc. increased its stake 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 valued at $31,000 after buying an additional 72 shares during the period. Finally, Stone House Investment Management LLC increased its stake in shares of Johnson & Johnson by 58.9% during the fourth quarter. Stone House Investment Management LLC now owns 197 shares of the company’s stock valued at $41,000 after buying an additional 73 shares during the period. Hedge funds and other institutional investors own 69.55% of the company’s stock.

Insider Activity

In other Johnson & Johnson news, EVP Timothy Schmid sold 1,322 shares of the firm’s 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 sale, the executive vice president owned 25,447 shares of the company’s stock, valued at approximately $6,251,310.02. This trade represents a 4.94% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through the SEC website. Also, EVP Vanessa Broadhurst sold 6,197 shares of the firm’s stock in a transaction dated 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 sale, the executive vice president directly 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. Additional details regarding this sale are available in the official SEC disclosure. In the last three months, insiders sold 30,142 shares of company stock valued at $7,360,528. Corporate insiders own 0.16% of the company’s stock.

Analyst Ratings Changes

Several equities analysts have recently commented on the company. Argus raised their price target on Johnson & Johnson from $240.00 to $275.00 and gave the company a “buy” rating in a research note on Thursday, April 16th. Sanford C. Bernstein raised their price objective on Johnson & Johnson from $225.00 to $251.00 and gave the company a “market perform” rating in a research report on Wednesday, April 15th. UBS Group reaffirmed a “buy” rating on shares of Johnson & Johnson in a research report on Monday, January 5th. Freedom Capital downgraded Johnson & Johnson from a “strong-buy” rating to a “hold” rating in a research report on Friday, January 16th. Finally, TD Cowen started coverage on Johnson & Johnson in a research report on Wednesday, April 8th. They set a “buy” rating and a $250.00 price objective on the stock. Eighteen analysts have rated the stock with a Buy rating and nine have given a Hold rating to the company’s stock. According to data from MarketBeat, the stock currently has an average rating of “Moderate Buy” and a consensus target price of $252.48.

Johnson & Johnson Price Performance

Shares of JNJ stock opened at $230.67 on Friday. Johnson & Johnson has a 1-year low of $146.12 and a 1-year high of $251.71. The stock’s 50-day moving average is $240.50 and its 200 day moving average is $218.19. The company has a market cap of $555.60 billion, a P/E ratio of 26.67, a PEG ratio of 2.21 and a beta of 0.34. The company has a debt-to-equity ratio of 0.48, a current ratio of 1.03 and a quick ratio of 0.77.

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 analysts’ consensus estimates of $2.68 by $0.02. Johnson & Johnson had a return on equity of 32.75% and a net margin of 21.83%.The company had revenue of $24.06 billion for the quarter, compared to the consensus estimate of $23.60 billion. During the same quarter last year, the company earned $2.77 earnings per share. The firm’s revenue for the quarter was up 9.9% compared to the same quarter last year. Johnson & Johnson has set its FY 2026 guidance at 11.450-11.650 EPS. Research analysts predict that Johnson & Johnson will post 11.57 earnings per share for the current fiscal year.

Johnson & Johnson Increases Dividend

The firm also recently declared a quarterly dividend, which will be paid on Tuesday, June 9th. Shareholders of record on Tuesday, May 26th will be issued a $1.34 dividend. 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 2.3%. The ex-dividend date of this dividend is Tuesday, May 26th. Johnson & Johnson’s dividend payout ratio is 60.12%.

Key Stories Impacting Johnson & Johnson

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

• Positive Sentiment: Long‑term Phase 3 and open‑label extension data for IMAAVY (nipocalimab) showed sustained disease control and safety through ~120 weeks in generalized myasthenia gravis; J&J also started the first industry head‑to‑head FcRn study — these clinical wins strengthen JNJ’s immunology franchise and future revenue potential. IMAAVY press release
• Positive Sentiment: New AI and EP (electrophysiology) product updates — including the CARTOSOUND SONATA AI module and expanded VARIPULSE data — add visible growth optionality in cardiac devices and services, helping justify premium valuation for the MedTech segment. AI Cardiac Tools article
• Positive Sentiment: Strategic commercial collaboration with Viz.ai to deploy AI subdural hemorrhage detection across U.S. hospitals broadens J&J’s neurovascular offering and supports recurring software/solution revenue opportunities. Viz.ai collaboration
• Positive Sentiment: CE Mark approval for the new ETHICON 4000 surgical stapler is a commercial milestone that supports device sales growth in Europe and enhances the surgical portfolio’s near‑term revenue trajectory. ETHICON 4000 CE Mark
• Positive Sentiment: Technical and sentiment catalysts: Seeking Alpha notes JNJ snapped a six‑session losing streak, and high‑profile endorsements / analyst attention (including Jim Cramer buys and a Guggenheim mention) are drawing retail and institutional interest. Seeking Alpha: snap losses Jim Cramer mention Guggenheim analyst note
• Neutral Sentiment: Coverage pieces highlight JNJ as a defensive/dividend and counter‑cyclical pick, which can attract income‑oriented buyers but is a longer‑term narrative rather than an immediate catalyst. Dividend stocks article Counter cyclical article

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.