Mcdonald Partners LLC Sells 3,181 Shares of Johnson & Johnson $JNJ

Mcdonald Partners LLC decreased its position in shares of Johnson & Johnson (NYSE:JNJ) by 16.2% in the 4th quarter, HoldingsChannel reports. The firm owned 16,479 shares of the company’s stock after selling 3,181 shares during the quarter. Johnson & Johnson accounts for 1.1% of Mcdonald Partners LLC’s portfolio, making the stock its 26th largest holding. Mcdonald Partners LLC’s holdings in Johnson & Johnson were worth $3,410,000 as of its most recent SEC filing.

Several other institutional investors and hedge funds have also bought and sold shares of the company. WealthCollab LLC lifted its position in Johnson & Johnson by 4.7% during the fourth quarter. WealthCollab LLC now owns 1,015 shares of the company’s stock worth $210,000 after purchasing an additional 46 shares during the period. Vista Investment Partners II LLC lifted its position in Johnson & Johnson by 1.2% during the fourth quarter. Vista Investment Partners II LLC now owns 3,811 shares of the company’s stock worth $789,000 after purchasing an additional 47 shares during the period. Campbell Deegan Wealth Management LLC lifted its holdings in shares of Johnson & Johnson by 1.6% in the fourth quarter. Campbell Deegan Wealth Management LLC now owns 2,990 shares of the company’s stock worth $619,000 after acquiring an additional 48 shares during the last quarter. Finivi Inc. lifted its holdings in shares of Johnson & Johnson by 2.0% in the fourth quarter. Finivi Inc. now owns 2,458 shares of the company’s stock worth $509,000 after acquiring an additional 48 shares during the last quarter. Finally, Centennial Wealth Advisory LLC lifted its holdings in shares of Johnson & Johnson by 2.2% in the fourth quarter. Centennial Wealth Advisory LLC now owns 2,284 shares of the company’s stock worth $473,000 after acquiring an additional 49 shares during the last quarter. Institutional investors own 69.55% of the company’s stock.

Wall Street Analysts Forecast Growth

A number of research analysts have recently commented on JNJ shares. Leerink Partners increased their target price on shares of Johnson & Johnson from $232.00 to $252.00 and gave the stock a “market perform” rating in a report on Wednesday, April 15th. Citigroup increased their target price 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. HSBC increased their target price on shares of Johnson & Johnson from $265.00 to $280.00 and gave the stock a “buy” rating in a report on Tuesday, March 17th. The Goldman Sachs Group increased their target price on shares of Johnson & Johnson from $265.00 to $275.00 and gave the stock a “buy” rating in a report on Wednesday, April 15th. Finally, Daiwa Securities Group increased their target price on shares of Johnson & Johnson from $237.00 to $246.00 and gave the stock an “outperform” rating in a report on Thursday, April 16th. Eighteen equities research analysts have rated the stock with a Buy rating and nine have issued a Hold rating to the stock. According to data from MarketBeat, Johnson & Johnson currently has an average rating of “Moderate Buy” and a consensus target price of $252.48.

Johnson & Johnson News Summary

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

Johnson & Johnson Stock Performance

Johnson & Johnson stock opened at $225.59 on Wednesday. The business has a 50 day moving average of $238.49 and a 200-day moving average 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 debt-to-equity ratio of 0.46, a current ratio of 1.03 and a quick ratio of 0.77. The company has a market capitalization of $543.05 billion, a P/E ratio of 26.08, a P/E/G ratio of 2.20 and a beta of 0.27.

Johnson & Johnson (NYSE:JNJ) last released its quarterly earnings data on Tuesday, April 14th. The company reported $2.70 earnings per share (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 during the quarter, compared to the consensus estimate of $23.60 billion. During the same quarter in the prior year, the firm posted $2.77 earnings per share. The firm’s revenue 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. On average, equities research analysts predict that Johnson & Johnson will post 11.57 earnings per share for the current year.

Johnson & Johnson Increases Dividend

The company also recently disclosed a quarterly dividend, which will be paid on Tuesday, June 9th. Stockholders of record on Tuesday, May 26th will be paid 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 of this dividend is Tuesday, May 26th. Johnson & Johnson’s payout ratio is currently 60.12%.

Insider Activity at Johnson & Johnson

In other news, EVP Timothy Schmid sold 22,623 shares of the company’s stock in a transaction that occurred on Wednesday, February 18th. The stock was sold at an average price of $244.33, for a total value of $5,527,477.59. Following the completion of the transaction, the executive vice president owned 26,769 shares of the company’s stock, valued at $6,540,469.77. This represents a 45.80% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which is available through this hyperlink. Also, EVP Vanessa Broadhurst sold 6,197 shares of the company’s stock in a transaction that occurred on Tuesday, February 17th. The shares were sold at an average price of $243.39, for a total value of $1,508,287.83. Following the completion of the transaction, the executive vice president directly owned 23,003 shares of the company’s stock, valued at $5,598,700.17. This represents a 21.22% decrease in their position. The SEC filing for this sale provides additional information. Insiders sold 30,142 shares of company stock valued at $7,360,528 in the last ninety days. 0.16% of the stock is currently owned by insiders.

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.