5,317 Shares in Johnson & Johnson $JNJ Bought by Spectrum Strategic Capital Management LLC

Spectrum Strategic Capital Management LLC bought a new position in shares of Johnson & Johnson (NYSE:JNJ) in the 4th quarter, according to its most recent disclosure with the Securities and Exchange Commission. The firm bought 5,317 shares of the company’s stock, valued at approximately $1,100,000.

Several other large investors have also bought and sold shares of the stock. Plancorp LLC raised its position in Johnson & Johnson by 0.3% during the 4th quarter. Plancorp LLC now owns 15,889 shares of the company’s stock worth $3,288,000 after purchasing an additional 45 shares during the last quarter. WealthCollab LLC raised its position in Johnson & Johnson by 4.7% during the 4th quarter. WealthCollab LLC now owns 1,015 shares of the company’s stock worth $210,000 after purchasing an additional 46 shares during the last quarter. MMA Asset Management LLC raised its position in Johnson & Johnson by 1.3% during the 4th quarter. MMA Asset Management LLC now owns 3,600 shares of the company’s stock worth $745,000 after purchasing an additional 46 shares during the last quarter. Vista Investment Partners II LLC raised its position in Johnson & Johnson by 1.2% during the 4th 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 last quarter. Finally, Campbell Deegan Wealth Management LLC raised its position in Johnson & Johnson by 1.6% during the 4th quarter. Campbell Deegan Wealth Management LLC now owns 2,990 shares of the company’s stock worth $619,000 after purchasing an additional 48 shares during the last quarter. 69.55% of the stock is owned by institutional investors.

Johnson & Johnson Price Performance

Shares of NYSE JNJ opened at $226.81 on Monday. The firm has a market capitalization of $545.98 billion, a P/E ratio of 26.22, a P/E/G ratio of 2.22 and a beta of 0.27. The firm’s 50-day moving average price is $235.13 and its 200-day moving average price is $222.02. The company has a current ratio of 1.03, a quick ratio of 0.77 and a debt-to-equity ratio of 0.46. Johnson & Johnson has a 1-year low of $149.04 and a 1-year high of $251.71.

Johnson & Johnson (NYSE:JNJ) last issued 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. The company had revenue of $24.06 billion during the quarter, compared to the consensus estimate of $23.60 billion. Johnson & Johnson had a return on equity of 32.60% and a net margin of 21.83%.The firm’s revenue for the quarter was up 9.9% compared to the same quarter last year. During the same period last year, the business posted $2.77 EPS. Johnson & Johnson has set its FY 2026 guidance at 11.450-11.650 EPS. Equities research analysts anticipate that Johnson & Johnson will post 11.57 earnings per share for the current fiscal year.

Johnson & Johnson Increases Dividend

The company also recently announced 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. The ex-dividend date is Tuesday, May 26th. This represents a $5.36 annualized dividend and a dividend yield of 2.4%. This is a boost from Johnson & Johnson’s previous quarterly dividend of $1.30. Johnson & Johnson’s dividend payout ratio (DPR) is 60.12%.

Trending Headlines about Johnson & Johnson

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

• Positive Sentiment: Leerink Partners upgraded Johnson & Johnson (JNJ) to Outperform, which can help investor sentiment and suggests the firm sees more upside from current levels. Leerink Partners upgrades Johnson & Johnson (JNJ)
• Positive Sentiment: A new article says J&J’s story is shifting as newer drugs such as Icotyde, Inlexzo, Tecvayli and Tremfya gain attention, while a valuation update nudged fair value slightly higher. That points to continued pipeline progress as a key long-term driver. How The Story For Johnson & Johnson (JNJ) Is Shifting With New Drugs And Legal Twists
• Positive Sentiment: CAPLYTA data highlighted favorable efficacy and safety versus competing antipsychotics, reinforcing the value of J&J’s mental-health franchise and broader pipeline depth. CAPLYTA Data Highlights Johnson & Johnson Valuation And Mental Health Story
• Neutral Sentiment: MeiraGTx reported an asset purchase agreement with Johnson & Johnson for bota-vec, a transaction that appears more strategic than immediately material for earnings, but it shows J&J remains active in bolt-on pipeline deals. MeiraGTx Reports First Quarter 2026 Financial and Operational Results
• Neutral Sentiment: Recent bladder-cancer survey coverage reinforces the need for better therapies, which supports the market’s broader view that J&J’s oncology and urology pipeline could have room to grow, though the report itself does not change fundamentals immediately. Groundbreaking global survey captures the significant patient burden experienced with current standard-of-care bladder cancer treatments, underscoring urgency for continued innovation
• Negative Sentiment: Articles note Johnson & Johnson has been down since its last earnings report, indicating some investors remain cautious despite the company’s stable fundamentals and defensive profile. Why Is Johnson & Johnson (JNJ) Down 3.5% Since Last Earnings Report?

Analyst Ratings Changes

Several brokerages recently issued reports on JNJ. Bank of America raised their target price on Johnson & Johnson from $253.00 to $254.00 and gave the stock a “neutral” rating in a research report on Wednesday, April 15th. Scotiabank reiterated an “outperform” rating on shares of Johnson & Johnson in a report on Thursday, January 22nd. TD Cowen began coverage on Johnson & Johnson in a report on Wednesday, April 8th. They set a “buy” rating and a $250.00 price target for the company. Weiss Ratings downgraded Johnson & Johnson from a “buy (b+)” rating to a “buy (b)” rating in a report on Friday, April 24th. Finally, Guggenheim increased 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. Twenty research analysts have rated the stock with a Buy rating and seven have given a Hold rating to the company. According to data from MarketBeat, the company has an average rating of “Moderate Buy” and a consensus price target of $253.04.

Insider Activity

In other news, 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 in the company, valued at $5,598,700.17. This trade represents a 21.22% decrease in their position. The sale was disclosed in a filing with the SEC, which is available at this link. Also, EVP Timothy Schmid sold 1,322 shares of the firm’s stock in a transaction dated Friday, February 20th. The shares were 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 represents a 4.94% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Over the last 90 days, insiders sold 30,142 shares of company stock valued at $7,360,528. 0.16% of the stock is currently owned by company 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.