Forum Financial Management LP Has $2.90 Million Stock Position in Johnson & Johnson $JNJ

Forum Financial Management LP reduced its holdings in shares of Johnson & Johnson (NYSE:JNJ) by 66.5% in the 1st quarter, Holdings Channel.com reports. The fund owned 11,857 shares of the company’s stock after selling 23,577 shares during the period. Forum Financial Management LP’s holdings in Johnson & Johnson were worth $2,898,000 as of its most recent SEC filing.

Other institutional investors have also made changes to their positions in the company. Private Wealth Management Group LLC increased its position in shares of Johnson & Johnson by 1.0% during the 1st quarter. Private Wealth Management Group LLC now owns 10,656 shares of the company’s stock worth $2,605,000 after purchasing an additional 105 shares during the last quarter. Drucker Wealth 3.0 LLC boosted its holdings in shares of Johnson & Johnson by 1.6% in the 1st quarter. Drucker Wealth 3.0 LLC now owns 23,057 shares of the company’s stock valued at $5,636,000 after buying an additional 357 shares during the last quarter. EWA LLC grew its stake in shares of Johnson & Johnson by 31.6% in the first quarter. EWA LLC now owns 4,235 shares of the company’s stock valued at $1,035,000 after buying an additional 1,018 shares in the last quarter. Simmons Bank increased its holdings in Johnson & Johnson by 2.1% during the first quarter. Simmons Bank now owns 34,243 shares of the company’s stock worth $8,370,000 after buying an additional 704 shares during the last quarter. Finally, Fairway Wealth LLC raised its position in Johnson & Johnson by 2,916.7% during the first quarter. Fairway Wealth LLC now owns 3,439 shares of the company’s stock worth $841,000 after acquiring an additional 3,325 shares in the last quarter. Institutional investors own 69.55% of the company’s stock.

Johnson & Johnson Price Performance

NYSE:JNJ opened at $262.52 on Friday. The company has a market cap of $631.93 billion, a P/E ratio of 30.35, a P/E/G ratio of 2.49 and a beta of 0.24. The firm’s fifty day moving average price is $232.98 and its two-hundred day moving average price is $231.04. Johnson & Johnson has a one year low of $154.21 and a one year high of $263.10. 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 posted its earnings results on Tuesday, April 14th. The company reported $2.70 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $2.68 by $0.02. Johnson & Johnson had a net margin of 21.83% and a return on equity of 32.60%. The company had revenue of $24.06 billion during the quarter, compared to analysts’ expectations of $23.60 billion. During the same quarter last year, the company posted $2.77 EPS. Johnson & Johnson’s quarterly 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. Equities analysts expect that Johnson & Johnson will post 11.57 earnings per share for the current year.

Johnson & Johnson Increases Dividend

The company also recently announced a quarterly dividend, which was paid on Tuesday, June 9th. Stockholders of record on Tuesday, May 26th were given a $1.34 dividend. The ex-dividend date of this dividend was Tuesday, May 26th. This is a positive change from Johnson & Johnson’s previous quarterly dividend of $1.30. This represents a $5.36 annualized dividend and a dividend yield of 2.0%. Johnson & Johnson’s dividend payout ratio (DPR) is currently 61.97%.

Key Johnson & Johnson News

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

• Positive Sentiment: Johnson & Johnson launched its Dual-Energy THERMOCOOL SMARTTOUCH SF cardiac ablation catheter platform in Europe, expanding access for electrophysiologists and adding another potential growth driver for its med-tech business. Johnson & Johnson (JNJ) Launches Dual-Energy Cardiac Ablation Catheter in Europe
• Positive Sentiment: The company is drawing attention as a top dividend and defensive healthcare name, with articles highlighting its reliable payout, global healthcare reach, and appeal to income-focused investors. Is It Worth Investing in Johnson & Johnson (JNJ) Based on Wall Street’s Bullish Views?
• Positive Sentiment: Johnson & Johnson is being favored for long-term growth because management is emphasizing cancer and neuroscience, while expanding its oncology pipeline through regulatory progress in Europe and the planned Firefly Bio acquisition. Johnson & Johnson (JNJ) Expands Cancer Pipeline As Talc Verdict Eases One Risk
• Neutral Sentiment: Several articles compare J&J with other dividend and healthcare stocks or discuss passive-income strategies, but these are more general investor-interest pieces than direct company-specific catalysts. 3 Dividend Stocks to Buy Hand Over Fist in July
• Neutral Sentiment: Analysts are watching J&J’s Q2 Innovative Medicine business closely, with Stelara biosimilar pressure potentially offset by growth from newer drugs and blockbusters ahead of earnings. J&J’s Innovative Medicine Business in Q2: Here’s What to Watch
• Negative Sentiment: One near-term risk remains biosimilar competition for Stelara, which could weigh on Innovative Medicine growth if newer products do not fully offset the pressure. J&J’s Innovative Medicine Business in Q2: Here’s What to Watch

Insider Activity at Johnson & Johnson

In other news, EVP Kathryn E. Wengel sold 10,000 shares of the stock in a transaction that occurred on Thursday, June 11th. The stock was sold at an average price of $241.15, for a total transaction of $2,411,500.00. Following the transaction, the executive vice president owned 114,288 shares in the company, valued at approximately $27,560,551.20. This trade represents a 8.05% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this link. Insiders own 0.16% of the company’s stock.

Wall Street Analysts Forecast Growth

A number of research analysts have recently commented on JNJ shares. Argus lifted their price objective on shares of Johnson & Johnson from $240.00 to $275.00 and gave the company a “buy” rating in a research report on Thursday, April 16th. Weiss Ratings cut shares of Johnson & Johnson from a “buy (b)” rating to a “buy (b-)” rating in a report on Monday, June 15th. Johnson Rice set a $270.00 target price on shares of Johnson & Johnson in a research note on Friday, June 26th. TD Cowen initiated coverage on Johnson & Johnson in a research report on Wednesday, April 8th. They set a “buy” rating and a $250.00 price target on the stock. Finally, Daiwa Securities Group upped their price objective on Johnson & Johnson from $237.00 to $246.00 and gave the company an “outperform” rating in a research note on Thursday, April 16th. Twenty investment analysts have rated the stock with a Buy rating and seven have given a Hold rating to the company’s stock. According to data from MarketBeat, the stock has an average rating of “Moderate Buy” and a consensus price target of $256.70.

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.