Vest Financial LLC trimmed its stake in shares of Johnson & Johnson (NYSE:JNJ – Free Report) by 11.9% in the 4th quarter, according to its most recent disclosure with the Securities & Exchange Commission. The fund owned 386,034 shares of the company’s stock after selling 52,368 shares during the period. Johnson & Johnson makes up 1.0% of Vest Financial LLC’s investment portfolio, making the stock its 10th largest holding. Vest Financial LLC’s holdings in Johnson & Johnson were worth $79,890,000 as of its most recent filing with the Securities & Exchange Commission.
Several other hedge funds have also recently made changes to their positions in the stock. Abich Financial Wealth Management LLC purchased a new stake in Johnson & Johnson during the third quarter valued at approximately $26,000. DecisionPoint Financial LLC increased its holdings in Johnson & Johnson by 104.2% during the fourth quarter. DecisionPoint Financial LLC now owns 147 shares of the company’s stock valued at $30,000 after buying an additional 75 shares during the last quarter. Family CFO Inc purchased a new stake in Johnson & Johnson during the fourth quarter valued at approximately $31,000. Semmax Financial Advisors Inc. increased its holdings in 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 last quarter. Finally, Stone House Investment Management LLC increased its holdings in 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 last quarter. 69.55% of the stock is owned by hedge funds and other institutional investors.
Johnson & Johnson Stock Performance
Shares of NYSE JNJ opened at $227.51 on Friday. The firm has a fifty day moving average price of $238.83 and a 200-day moving average price of $219.50. The company has a debt-to-equity ratio of 0.46, a current ratio of 1.03 and a quick ratio of 0.77. The stock has a market cap of $547.66 billion, a PE ratio of 26.30, a price-to-earnings-growth ratio of 2.25 and a beta of 0.27. Johnson & Johnson has a 1 year low of $146.12 and a 1 year high of $251.71.
Johnson & Johnson Increases Dividend
The business also recently announced 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. This is a positive change from Johnson & Johnson’s previous quarterly dividend of $1.30. This represents a $5.36 dividend on an annualized basis and a dividend yield of 2.4%. The ex-dividend date is Tuesday, May 26th. Johnson & Johnson’s dividend payout ratio (DPR) is currently 60.12%.
Trending Headlines about Johnson & Johnson
Here are the key news stories impacting Johnson & Johnson this week:
- Positive Sentiment: Analysts and retail-finance outlets renewed focus on JNJ’s dividend durability and income appeal, reinforcing the stock’s attraction for income investors; that supports long-term demand. Why Johnson & Johnson (JNJ) is a Top Dividend Stock for Your Portfolio Zacks: Why JNJ is a Top Dividend Stock
- Positive Sentiment: Clinical pipeline update: J&J highlighted sustained efficacy in its Vivacity‑MG3 trial (IMAAVY/nipocalimab) — positive for long‑term growth potential in neuromuscular therapeutics if regulatory progress continues. JNJ Highlights Sustained Efficacy in Vivacity-MG3 Trial
- Positive Sentiment: Corporate governance/IR: J&J named Ryan Koors VP of Investor Relations — a stabilizing move ahead of upcoming investor outreach that can help messaging around guidance and capital allocation. Johnson & Johnson Appoints Ryan Koors as Vice President, Investor Relations
- Neutral Sentiment: Peer/sector news: AbbVie is being highlighted for durable growth into the mid‑2030s — reflects positive sentiment toward large pharma but also underscores competition for investor capital within healthcare. AbbVie Expected to Post Durable Growth
- Neutral Sentiment: Related personnel moves: Halozyme’s executive hiring notes include ex‑J&J connections — a reminder of talent flows inside the sector but with limited direct impact on JNJ’s fundamentals. Halozyme Appoints New Chief Financial Officer
- Negative Sentiment: Market rotation toward AI/growth and strong tech engagement (e.g., Microsoft Copilot adoption) can pull capital away from defensive/dividend names like JNJ, contributing to near‑term selling pressure. Microsoft says it has over 20M paid Copilot users
Insiders Place Their Bets
In related news, EVP Vanessa Broadhurst sold 6,197 shares of the company’s stock in a transaction 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 completion of the transaction, the executive vice president owned 23,003 shares in the company, valued at approximately $5,598,700.17. This 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 can be accessed through this hyperlink. Also, EVP Timothy Schmid sold 22,623 shares of the company’s stock in a transaction on Wednesday, February 18th. The stock was sold at an average price of $244.33, for a total transaction of $5,527,477.59. Following the transaction, the executive vice president owned 26,769 shares of the company’s stock, valued at approximately $6,540,469.77. This represents a 45.80% decrease in their position. The SEC filing for this sale provides additional information. In the last 90 days, insiders have sold 30,142 shares of company stock valued at $7,360,528. 0.16% of the stock is owned by company insiders.
Wall Street Analyst Weigh In
A number of analysts have commented on JNJ shares. TD Cowen started coverage on shares of Johnson & Johnson in a report on Wednesday, April 8th. They set a “buy” rating and a $250.00 target price for the company. Rothschild & Co Redburn upped their target price on shares of Johnson & Johnson from $180.00 to $210.00 and gave the company a “neutral” rating in a report on Thursday, February 19th. Stifel Nicolaus upped their target price 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. Barclays upped their target price on shares of Johnson & Johnson from $234.00 to $255.00 and gave the company an “equal weight” rating in a report on Wednesday, April 15th. Finally, Bank of America upped their target price on shares of Johnson & Johnson from $253.00 to $254.00 and gave the company a “neutral” rating in a report on Wednesday, April 15th. Eighteen research analysts have rated the stock with a Buy rating and nine have issued a Hold rating to the company’s stock. Based on data from MarketBeat, the company has an average rating of “Moderate Buy” and a consensus target price of $252.48.
Read Our Latest Research Report on JNJ
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.
Further Reading
Receive News & Ratings for Johnson & Johnson Daily - Enter your email address below to receive a concise daily summary of the latest news and analysts' ratings for Johnson & Johnson and related companies with MarketBeat.com's FREE daily email newsletter.
