Fire Capital Management LLC Buys New Stake in Johnson & Johnson $JNJ

Fire Capital Management LLC bought a new stake in Johnson & Johnson (NYSE:JNJ) during the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The firm bought 2,266 shares of the company’s stock, valued at approximately $469,000.

Several other large investors have also recently added to or reduced their stakes in JNJ. Brighton Jones LLC increased its position in Johnson & Johnson by 13.9% in the 4th quarter. Brighton Jones LLC now owns 51,876 shares of the company’s stock valued at $7,502,000 after acquiring an additional 6,332 shares during the period. United Bank increased its position in Johnson & Johnson by 110.7% in the 1st quarter. United Bank now owns 9,279 shares of the company’s stock valued at $1,539,000 after acquiring an additional 4,876 shares during the period. Sivia Capital Partners LLC raised its holdings in Johnson & Johnson by 13.4% during the second quarter. Sivia Capital Partners LLC now owns 5,863 shares of the company’s stock worth $896,000 after purchasing an additional 692 shares in the last quarter. Wealth Group Ltd. raised its holdings in Johnson & Johnson by 12.8% during the second quarter. Wealth Group Ltd. now owns 1,482 shares of the company’s stock worth $226,000 after purchasing an additional 168 shares in the last quarter. Finally, Schnieders Capital Management LLC. raised its holdings in Johnson & Johnson by 9.8% during the second quarter. Schnieders Capital Management LLC. now owns 73,680 shares of the company’s stock worth $11,255,000 after purchasing an additional 6,584 shares in the last quarter. 69.55% of the stock is currently owned by institutional investors and hedge funds.

Insider Activity at Johnson & Johnson

In other Johnson & Johnson news, EVP Timothy Schmid sold 22,623 shares of Johnson & Johnson stock in a transaction that occurred on Wednesday, February 18th. The shares were sold at an average price of $244.33, for a total value of $5,527,477.59. Following the transaction, the executive vice president owned 26,769 shares in the company, valued at approximately $6,540,469.77. The trade was a 45.80% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which can be accessed through this hyperlink. Also, EVP Vanessa Broadhurst sold 6,197 shares of Johnson & Johnson stock in a transaction that occurred on Tuesday, February 17th. The stock was 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 trade represents a 21.22% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. In the last 90 days, insiders sold 30,142 shares of company stock worth $7,360,528. 0.16% of the stock is currently owned by company insiders.

Johnson & Johnson Trading Down 0.6%

Johnson & Johnson stock opened at $221.17 on Friday. The company has a debt-to-equity ratio of 0.46, a quick ratio of 0.77 and a current ratio of 1.03. The firm has a market cap of $532.41 billion, a price-to-earnings ratio of 25.57, a price-to-earnings-growth ratio of 2.18 and a beta of 0.27. Johnson & Johnson has a 1 year low of $146.12 and a 1 year high of $251.71. The firm’s 50 day moving average price is $237.59 and its two-hundred day moving average price is $220.58.

Johnson & Johnson (NYSE:JNJ) last posted its quarterly earnings results on Tuesday, April 14th. The company reported $2.70 earnings per share (EPS) for the quarter, topping the consensus estimate of $2.68 by $0.02. The firm had revenue of $24.06 billion for the quarter, compared to analyst estimates of $23.60 billion. Johnson & Johnson had a net margin of 21.83% and a return on equity of 32.60%. The firm’s quarterly revenue was up 9.9% compared to the same quarter last year. During the same quarter in the previous year, the business posted $2.77 earnings per share. Johnson & Johnson has set its FY 2026 guidance at 11.450-11.650 EPS. On average, research analysts predict that Johnson & Johnson will post 11.57 EPS for the current fiscal year.

Johnson & Johnson Increases Dividend

The firm also recently declared a quarterly dividend, which will be paid on Tuesday, June 9th. Shareholders of record on Tuesday, May 26th will be given a $1.34 dividend. This represents a $5.36 annualized dividend and a yield of 2.4%. This is a positive change from Johnson & Johnson’s previous quarterly dividend of $1.30. The ex-dividend date is Tuesday, May 26th. Johnson & Johnson’s dividend payout ratio (DPR) is presently 60.12%.

Analyst Ratings Changes

JNJ has been the topic of several recent analyst reports. TD Cowen initiated coverage on Johnson & Johnson in a report on Wednesday, April 8th. They set a “buy” rating and a $250.00 target price on the stock. Bank of America boosted their target price on Johnson & Johnson from $253.00 to $254.00 and gave the stock a “neutral” rating in a report on Wednesday, April 15th. Freedom Capital cut Johnson & Johnson from a “strong-buy” rating to a “hold” rating in a report on Friday, January 16th. Stifel Nicolaus boosted their target price on Johnson & Johnson from $220.00 to $250.00 and gave the stock a “hold” rating in a report on Wednesday, April 15th. Finally, Morgan Stanley set a $283.00 target price on Johnson & Johnson in a report on Wednesday, April 15th. Eighteen investment analysts have rated the stock with a Buy rating and nine have assigned a Hold rating to the stock. According to data from MarketBeat.com, the stock has an average rating of “Moderate Buy” and an average price target of $252.48.

Key Stories Impacting Johnson & Johnson

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

• Positive Sentiment: Erste Group Bank raised its FY2027 earnings estimate for Johnson & Johnson to $12.66 per share from $12.63, reinforcing the view that earnings power remains solid and slightly better than expected.
• Positive Sentiment: J&J’s cancer business continues to be a growth driver, with reports highlighting Darzalex, Erleada, and newer launches helping oncology sales grow strongly in the latest quarter and supporting the company’s long-term target of $50 billion in cancer sales by 2030. Darzalex, Erleada & New Drugs Keep J&J’s Oncology Engine Charged in Q1
• Positive Sentiment: Several articles also pointed to Johnson & Johnson as a favored dividend compounder, which can appeal to income investors looking for stability and long-term payouts. This Dividend Pro Likes Banks, Semi-Equipment Stocks, Altria, and J&J
• Neutral Sentiment: J&J also launched its “Generation Fine” mental health campaign, which is more of a brand and awareness initiative than a direct earnings catalyst, though it underscores continued investment in neuropsychiatry. Johnson & Johnson launches Generation Fine
• Neutral Sentiment: At the same time, recent pipeline commentary was mixed: J&J reported positive progress in some programs, but one mid-stage inflammatory bowel disease candidate did not meet its main endpoint, creating some offsetting uncertainty. Johnson And Johnson Balances Mental Health Push With Mixed Pipeline Outlook

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.