Fortis Capital Advisors LLC Has $1.04 Million Stock Position in Johnson & Johnson $JNJ

Fortis Capital Advisors LLC lifted its holdings in Johnson & Johnson (NYSE:JNJ) by 170.1% during the 3rd quarter, HoldingsChannel reports. The fund owned 5,593 shares of the company’s stock after acquiring an additional 3,522 shares during the quarter. Fortis Capital Advisors LLC’s holdings in Johnson & Johnson were worth $1,037,000 as of its most recent filing with the SEC.

Several other hedge funds and other institutional investors have also bought and sold shares of the business. Clark Asset Management LLC grew its position in Johnson & Johnson by 51.6% during the second quarter. Clark Asset Management LLC now owns 8,884 shares of the company’s stock worth $1,357,000 after buying an additional 3,025 shares in the last quarter. Treasurer of the State of North Carolina grew its holdings in shares of Johnson & Johnson by 8.3% during the 2nd quarter. Treasurer of the State of North Carolina now owns 1,234,945 shares of the company’s stock worth $188,638,000 after purchasing an additional 94,957 shares in the last quarter. Talbot Financial LLC increased its position in shares of Johnson & Johnson by 4.6% in the third quarter. Talbot Financial LLC now owns 138,424 shares of the company’s stock worth $25,667,000 after purchasing an additional 6,143 shares during the period. Liberty One Investment Management LLC raised its stake in Johnson & Johnson by 83.9% in the third quarter. Liberty One Investment Management LLC now owns 366,813 shares of the company’s stock valued at $68,040,000 after purchasing an additional 167,353 shares in the last quarter. Finally, Winnow Wealth LLC bought a new stake in Johnson & Johnson during the second quarter worth about $295,000. Institutional investors and hedge funds own 69.55% of the company’s stock.

Analyst Upgrades and Downgrades

Several equities analysts have commented on JNJ shares. Loop Capital set a $220.00 target price on shares of Johnson & Johnson in a report on Tuesday. Freedom Capital cut shares of Johnson & Johnson from a “strong-buy” rating to a “hold” rating in a research note on Friday, January 16th. Stifel Nicolaus upped their target price on Johnson & Johnson from $205.00 to $220.00 and gave the stock a “hold” rating in a research note on Thursday, January 22nd. Sanford C. Bernstein lifted their price target on Johnson & Johnson from $208.00 to $225.00 and gave the company a “market perform” rating in a research note on Friday, January 23rd. Finally, Scotiabank restated an “outperform” rating on shares of Johnson & Johnson in a research report on Thursday, January 22nd. One analyst has rated the stock with a Strong Buy rating, seventeen have given a Buy rating and eight have issued a Hold rating to the stock. According to MarketBeat, the company has a consensus rating of “Moderate Buy” and an average price target of $230.36.

Trending Headlines about Johnson & Johnson

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

• Positive Sentiment: Q4 beat and 2026 sales guidance — J&J reported a revenue beat for Q4 and set 2026 sales guidance of $100–$101 billion, citing growth in Innovative Medicines and MedTech that offsets Stelara LOE; management also provided FY‑2026 EPS guidance (11.43–11.63), which pulled forward street expectations and supports the stock. Should You Stay Invested in J&J Stock After Q4 Beat & Solid Guidance?
• Positive Sentiment: Company reiterates $100B+ 2026 sales target — Management emphasized accelerating growth in both pharmaceutical and MedTech segments on the earnings call, reinforcing the revenue target and giving investors more confidence in forward growth. J&J Targets $100B+ Sales in 2026 as Growth Accelerates in Both Units
• Positive Sentiment: FDA approval expands oncology franchise — The FDA approved DARZALEX FASPRO in a D‑VRd quadruplet regimen for newly diagnosed multiple myeloma patients who are transplant‑ineligible, marking another label expansion that strengthens J&J’s oncology footprint and recurring revenue potential. DARZALEX FASPRO®-based quadruplet regimen approved in the US
• Positive Sentiment: Analysts turn bullish and lift price targets — Firms including Guggenheim raised their outlook/price targets (example: PT to $240) and coverage commentary has trended bullish after the Q4 print and guide, which supports continued upside. Guggenheim Lifts Johnson & Johnson (JNJ) Outlook After Solid Q4 and 2026 Guide Johnson & Johnson Stock Forecast: Trending Bullish Among Analysts
• Neutral Sentiment: Unusual options activity — Traders bought ~37,990 call options (≈23% above typical daily call volume); this shows speculative/positioning interest but is not definitive about long‑term direction.
• Neutral Sentiment: Corporate philanthropy announced — J&J marked $100M of MedTech product donations since 2020, which is positive for ESG perception but unlikely to move fundamentals in the near term. Johnson & Johnson Marks $100 Million of MedTech Products Donated
• Negative Sentiment: Policy/regulatory cost risks — Coverage notes that potential policy/price‑control headwinds could increase costs or pressure pricing in parts of J&J’s business, a risk investors should watch that could temper margins or growth over time. JNJ Delivers Strong 2026 Guidance Even as Policy Costs Loom

Johnson & Johnson Stock Up 1.5%

Shares of NYSE:JNJ opened at $227.86 on Thursday. The company has a debt-to-equity ratio of 0.50, a quick ratio of 0.80 and a current ratio of 1.07. Johnson & Johnson has a 52-week low of $141.50 and a 52-week high of $228.57. The company has a market capitalization of $548.99 billion, a PE ratio of 20.62, a price-to-earnings-growth ratio of 2.18 and a beta of 0.34. The company has a fifty day moving average of $209.77 and a 200-day moving average of $190.58.

Johnson & Johnson (NYSE:JNJ) last issued its quarterly earnings data on Wednesday, January 21st. The company reported $2.46 earnings per share for the quarter, hitting analysts’ consensus estimates of $2.46. The business had revenue of $24.56 billion for the quarter, compared to analyst estimates of $24.14 billion. Johnson & Johnson had a return on equity of 33.34% and a net margin of 28.46%.Johnson & Johnson’s quarterly revenue was up 9.1% compared to the same quarter last year. During the same quarter in the previous year, the company posted $2.04 EPS. Johnson & Johnson has set its FY 2026 guidance at 11.430-11.630 EPS. On average, equities analysts predict that Johnson & Johnson will post 10.58 EPS for the current fiscal year.

Johnson & Johnson Announces Dividend

The firm also recently announced a quarterly dividend, which will be paid on Tuesday, March 10th. Investors of record on Tuesday, February 24th will be given a dividend of $1.30 per share. The ex-dividend date is Tuesday, February 24th. This represents a $5.20 annualized dividend and a yield of 2.3%. Johnson & Johnson’s dividend payout ratio (DPR) is currently 47.06%.

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.