7,166 Shares in Johnson & Johnson $JNJ Acquired by Arsenal Capital Advisors LLC

Arsenal Capital Advisors LLC purchased a new position in shares of Johnson & Johnson (NYSE:JNJ) during the fourth quarter, according to its most recent disclosure with the SEC. The institutional investor purchased 7,166 shares of the company’s stock, valued at approximately $1,483,000. Johnson & Johnson accounts for 1.0% of Arsenal Capital Advisors LLC’s holdings, making the stock its 27th biggest position.

A number of other institutional investors have also added to or reduced their stakes in the company. FLC Capital Advisors raised its stake in Johnson & Johnson by 1.9% during the 4th quarter. FLC Capital Advisors now owns 13,783 shares of the company’s stock worth $2,852,000 after buying an additional 253 shares during the period. Petersen Hastings Wealth Advisors Inc. acquired a new position in Johnson & Johnson during the 4th quarter worth approximately $269,000. Parallel Advisors LLC raised its stake in Johnson & Johnson by 5.3% during the 4th quarter. Parallel Advisors LLC now owns 79,440 shares of the company’s stock worth $16,440,000 after buying an additional 3,973 shares during the period. TruNorth Capital Management LLC raised its stake in shares of Johnson & Johnson by 9.4% in the fourth quarter. TruNorth Capital Management LLC now owns 1,388 shares of the company’s stock worth $287,000 after purchasing an additional 119 shares during the last quarter. Finally, Total Wealth Planning & Management Inc. purchased a new stake in shares of Johnson & Johnson in the fourth quarter worth approximately $1,034,000. 69.55% of the stock is owned by institutional investors and hedge funds.

Key Headlines Impacting Johnson & Johnson

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

• Positive Sentiment: Jim Cramer highlighted Johnson & Johnson’s lack of major patent expirations and pointed to its billion-dollar drugs and growing businesses as reasons to own the stock. Jim Cramer Highlights Johnson & Johnson Having No Big Patent Expirations
• Positive Sentiment: ASCO 2026 updates underscored Johnson & Johnson’s expanding specialty-drug pipeline, with encouraging data in autoimmunity, oncology, and myeloma that could support longer-term revenue growth. ASCO 2026 Data Underscore Johnson & Johnson’s Expanding Specialty Drug Story
• Positive Sentiment: Separate market coverage noted Johnson & Johnson has been outperforming the broader market recently, reinforcing investor confidence in the defensive healthcare name. Johnson & Johnson (JNJ) Exceeds Market Returns: Some Facts to Consider
• Neutral Sentiment: Newsweek named Johnson & Johnson among the world’s greenest companies for 2026, which is supportive for ESG-focused investors but unlikely to move the stock on its own. Goldman Sachs, Johnson & Johnson, MetLife Named Among Newsweek’s World’s Greenest Companies 2026
• Neutral Sentiment: Analysts highlighted ongoing headwinds, including Stelara erosion, China MedTech pressure, and talc litigation, though J&J is still targeting $100 billion in revenue and faster growth in 2026. Can JNJ Sustain Growth Amid Patent, Legal and China Risks?

Wall Street Analyst Weigh In

Several analysts have recently commented on the company. Guggenheim increased their price objective on Johnson & Johnson from $244.00 to $266.00 and gave the stock a “buy” rating in a research note on Monday, April 20th. TD Cowen assumed coverage on Johnson & Johnson in a research note on Wednesday, April 8th. They issued a “buy” rating and a $250.00 price objective for the company. Raymond James Financial increased their price objective on Johnson & Johnson from $237.00 to $258.00 and gave the stock an “outperform” rating in a research note on Wednesday, April 15th. Sanford C. Bernstein increased their price objective on Johnson & Johnson from $225.00 to $251.00 and gave the stock a “market perform” rating in a research note on Wednesday, April 15th. Finally, Argus increased their price objective on Johnson & Johnson from $240.00 to $275.00 and gave the stock a “buy” rating in a research note on Thursday, April 16th. Twenty equities research analysts have rated the stock with a Buy rating and seven have given a Hold rating to the company. Based on data from MarketBeat, the company has a consensus rating of “Moderate Buy” and an average price target of $253.04.

Johnson & Johnson Price Performance

Shares of NYSE JNJ opened at $232.81 on Friday. The stock has a fifty day simple moving average of $231.98 and a two-hundred day simple moving average of $225.96. Johnson & Johnson has a 1-year low of $149.04 and a 1-year high of $251.71. The firm has a market cap of $560.42 billion, a price-to-earnings ratio of 26.91, a price-to-earnings-growth ratio of 2.24 and a beta of 0.26. 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 (NYSE:JNJ) last announced its quarterly earnings data on Tuesday, April 14th. The company reported $2.70 earnings per share 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 business had revenue of $24.06 billion during the quarter, compared to analyst estimates of $23.60 billion. During the same period in the prior year, the company earned $2.77 earnings per share. Johnson & Johnson’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. Analysts anticipate 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. Shareholders of record on Tuesday, May 26th will be issued a dividend of $1.34 per share. This represents a $5.36 annualized dividend and a yield of 2.3%. This is a positive change from Johnson & Johnson’s previous quarterly dividend of $1.30. The ex-dividend date of this dividend is Tuesday, May 26th. Johnson & Johnson’s dividend payout ratio is currently 61.97%.

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.