Benjamin Edwards Inc. increased its position in shares of Johnson & Johnson (NYSE:JNJ – Free Report) by 7.9% in the 4th quarter, HoldingsChannel.com reports. The firm owned 138,423 shares of the company’s stock after purchasing an additional 10,177 shares during the quarter. Benjamin Edwards Inc.’s holdings in Johnson & Johnson were worth $28,649,000 as of its most recent filing with the Securities and Exchange Commission.
A number of other institutional investors also recently modified their holdings of the business. Abich Financial Wealth Management LLC acquired a new position in Johnson & Johnson during the third quarter worth about $26,000. DecisionPoint Financial LLC lifted its stake in shares of Johnson & Johnson by 104.2% in the 4th quarter. DecisionPoint Financial LLC now owns 147 shares of the company’s stock valued at $30,000 after acquiring an additional 75 shares during the last quarter. Family CFO Inc bought a new position in shares of Johnson & Johnson in the 4th quarter valued at $31,000. Semmax Financial Advisors Inc. boosted its holdings in shares of Johnson & Johnson by 55.0% during the 2nd quarter. Semmax Financial Advisors Inc. now owns 203 shares of the company’s stock valued at $31,000 after acquiring an additional 72 shares in the last quarter. Finally, Stone House Investment Management LLC increased its holdings in Johnson & Johnson by 58.9% in the 4th quarter. Stone House Investment Management LLC now owns 197 shares of the company’s stock worth $41,000 after purchasing an additional 73 shares in the last quarter. Institutional investors and hedge funds own 69.55% of the company’s stock.
Key Stories Impacting Johnson & Johnson
Here are the key news stories impacting Johnson & Johnson this week:
- Positive Sentiment: TREMFYA (guselkumab) Phase 3 FUZION data showed it is the first IL‑23 inhibitor to demonstrate efficacy in perianal fistulizing Crohn’s disease at Week 24 — a high‑unmet‑need indication that could expand TREMFYA’s label and commercial opportunity in IBD. Johnson & Johnson study shows TREMFYA® (guselkumab) is the first and only IL-23 inhibitor to demonstrate efficacy in perianal fistulizing Crohn’s disease
- Positive Sentiment: Investigational co‑antibody JNJ‑4804 reported Phase 2b DUET data showing strong clinical and endoscopic results in refractory UC and CD, supporting advancement to Phase 3 — positive for long‑term pipeline value if confirmed. Johnson & Johnson investigational co-antibody therapy JNJ-4804 shows potential to raise the bar for clinical efficacy in treating refractory inflammatory bowel disease
- Positive Sentiment: Coverage notes recent FDA wins in rare disease and schizophrenia and highlights J&J’s accelerating growth narrative — such regulatory momentum can re‑rate expectations and draw investor interest. How Investors May Respond To Johnson & Johnson (JNJ) New FDA Wins In Rare Disease And Schizophrenia
- Positive Sentiment: Network meta‑analysis shows CAPLYTA ranked highly among adjunctive MDD treatments, supporting commercial positioning for the psychiatry franchise and potential uptake in clinical practice. CAPLYTA® (lumateperone) showed greatest improvement across key efficacy outcomes among adjunctive MDD treatments in new network meta-analysis
- Neutral Sentiment: Investor‑focused articles and screens (Zacks, Yahoo, 247WallSt) are driving attention to JNJ as a dividend and growth name — may increase retail/income flows but not an immediate fundamental change. Johnson & Johnson (JNJ) is Attracting Investor Attention: Here is What You Should Know
- Neutral Sentiment: J&J‑sponsored protocol amendment for the Nanobiotix head & neck cancer study and a J&J study supporting Abiomed’s Impella 5.5 are incremental scientific wins that support partnerships and program progress but are unlikely to move near‑term revenue materially. Nanobiotix Announces Protocol Amendment to Ongoing Global Phase 3 Head and Neck Cancer Study
- Negative Sentiment: CVS will prefer lower‑cost interchangeable biosimilars over J&J’s Stelara on its main formularies starting July 1, a clear payer headwind that could reduce Stelara volumes and pricing leverage in the near term. CVS to drop J&J’s Stelara from its main formularies
Insider Buying and Selling at Johnson & Johnson
Johnson & Johnson Stock Performance
Shares of Johnson & Johnson stock opened at $225.59 on Wednesday. The business has a 50-day moving average price of $238.49 and a two-hundred day moving average price of $220.15. Johnson & Johnson has a 1-year low of $146.12 and a 1-year high of $251.71. The company has a current ratio of 1.03, a quick ratio of 0.77 and a debt-to-equity ratio of 0.46. The company has a market cap of $543.05 billion, a P/E ratio of 26.08, a PEG ratio of 2.20 and a beta of 0.27.
Johnson & Johnson (NYSE:JNJ – Get Free Report) last announced its earnings results on Tuesday, April 14th. The company reported $2.70 EPS for the quarter, beating the consensus estimate of $2.68 by $0.02. Johnson & Johnson had a return on equity of 32.60% and a net margin of 21.83%.The company had revenue of $24.06 billion for the quarter, compared to analyst estimates of $23.60 billion. During the same quarter in the prior year, the company earned $2.77 EPS. 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. As a group, analysts anticipate that Johnson & Johnson will post 11.57 EPS for the current year.
Johnson & Johnson Increases Dividend
The business also recently disclosed a quarterly dividend, which will be paid on Tuesday, June 9th. Stockholders 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. The ex-dividend date of this dividend is Tuesday, May 26th. This represents a $5.36 annualized dividend and a dividend yield of 2.4%. Johnson & Johnson’s payout ratio is 60.12%.
Wall Street Analyst Weigh In
Several analysts have recently weighed in on the company. Guggenheim boosted their price target on Johnson & Johnson from $244.00 to $266.00 and gave the stock a “buy” rating in a report on Monday, April 20th. JPMorgan Chase & Co. lifted their target price on shares of Johnson & Johnson from $250.00 to $260.00 and gave the stock a “neutral” rating in a research report on Wednesday, April 15th. Citigroup lifted their price target on shares of Johnson & Johnson from $274.00 to $285.00 and gave the stock a “buy” rating in a report on Tuesday, April 7th. Morgan Stanley set a $283.00 target price on Johnson & Johnson in a research report on Wednesday, April 15th. Finally, Wells Fargo & Company increased their price target on Johnson & Johnson from $240.00 to $263.00 and gave the company an “overweight” rating in a research note on Wednesday, April 15th. Eighteen equities research analysts have rated the stock with a Buy rating and nine have given a Hold rating to the company. Based on data from MarketBeat.com, Johnson & Johnson presently has a consensus rating of “Moderate Buy” and an average price target of $252.48.
Read Our Latest Analysis on Johnson & Johnson
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.
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