Pincus Capital Management LP Acquires New Holdings in Johnson & Johnson $JNJ

Pincus Capital Management LP purchased a new stake in Johnson & Johnson (NYSE:JNJ) during the fourth quarter, HoldingsChannel.com reports. The fund purchased 7,707 shares of the company’s stock, valued at approximately $1,595,000. Johnson & Johnson makes up approximately 1.1% of Pincus Capital Management LP’s portfolio, making the stock its 21st largest holding.

Other institutional investors have also recently bought and sold shares of the company. Blueline Advisors LLC bought a new position in Johnson & Johnson in the fourth quarter valued at approximately $25,000. Abich Financial Wealth Management LLC bought a new position in Johnson & Johnson in the third quarter valued at approximately $26,000. Cresta Advisors Ltd. bought a new position in Johnson & Johnson in the fourth quarter valued at approximately $26,000. DecisionPoint Financial LLC lifted its stake in 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 buying an additional 75 shares in the last quarter. Finally, Family CFO Inc bought a new position in Johnson & Johnson in the fourth quarter valued at approximately $31,000. Institutional investors own 69.55% of the company’s stock.

Analyst Upgrades and Downgrades

A number of research analysts have weighed in on the stock. The Goldman Sachs Group lifted their price target on shares of Johnson & Johnson from $265.00 to $275.00 and gave the company a “buy” rating in a research note on Wednesday, April 15th. Argus lifted their price target on shares of Johnson & Johnson from $240.00 to $275.00 and gave the company a “buy” rating in a research note on Thursday, April 16th. Barclays lifted their price target on shares of Johnson & Johnson from $234.00 to $255.00 and gave the company an “equal weight” rating in a research note on Wednesday, April 15th. Guggenheim increased their target price on shares of Johnson & Johnson from $244.00 to $266.00 and gave the stock a “buy” rating in a report on Monday, April 20th. Finally, Rothschild & Co Redburn raised their target price on shares of Johnson & Johnson from $180.00 to $210.00 and gave the company a “neutral” rating in a research report on Thursday, February 19th. Twenty equities research analysts have rated the stock with a Buy rating and seven have given a Hold rating to the company’s stock. According to MarketBeat.com, the stock has an average rating of “Moderate Buy” and an average price target of $253.04.

Key Johnson & Johnson News

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

• Positive Sentiment: Johnson & Johnson announced strong late-stage prostate cancer data for ERLEADA (apalutamide), showing it significantly reduced the risk of metastasis or death and improved key surgical outcomes. The results, presented at ASCO and published in The New England Journal of Medicine, could strengthen the drug’s commercial outlook. Article Title
• Positive Sentiment: J&J also reported pivotal data for RYBREVANT FASPRO (amivantamab and hyaluronidase-lpuj) in advanced head and neck cancer, with durable responses and a meaningful complete-response rate. The company has already submitted for FDA approval in this indication, which could expand its oncology pipeline. Article Title
• Positive Sentiment: Separate coverage highlighted Johnson & Johnson as one of the best dividend-paying stocks to buy right now, reinforcing its appeal as a defensive income name for investors seeking stability and yield. Article Title
• Neutral Sentiment: Another article asked whether J&J is too expensive after its 48% one-year surge, reflecting valuation concerns rather than a direct change in fundamentals. The piece suggests some investors may be pausing after the stock’s strong rally. Article Title
• Negative Sentiment: Recent commentary also noted the stock has slipped in the short term, implying some near-term profit-taking as investors digest the large year-to-date move and weigh whether upside is already reflected in the price. Article Title

Johnson & Johnson Price Performance

NYSE:JNJ opened at $223.90 on Tuesday. Johnson & Johnson has a one year low of $149.04 and a one year high of $251.71. The company has a market cap of $538.96 billion, a P/E ratio of 25.88, a P/E/G ratio of 2.21 and a beta of 0.26. The firm’s fifty day moving average price is $232.75 and its two-hundred day moving average price is $225.29. The company has a debt-to-equity ratio of 0.46, a current ratio of 1.03 and a quick ratio of 0.77.

Johnson & Johnson (NYSE:JNJ) last released its quarterly earnings data 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 net margin of 21.83% and a return on equity of 32.60%. The firm had revenue of $24.06 billion for the quarter, compared to the consensus estimate of $23.60 billion. During the same period in the previous year, the company earned $2.77 earnings per share. The company’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. Equities analysts expect that Johnson & Johnson will post 11.57 earnings per share for the current year.

Johnson & Johnson Increases Dividend

The business also recently disclosed 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 an increase from Johnson & Johnson’s previous quarterly dividend of $1.30. This represents a $5.36 annualized dividend and a dividend yield of 2.4%. The ex-dividend date is Tuesday, May 26th. Johnson & Johnson’s dividend payout ratio is presently 61.97%.

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.