Johnson & Johnson $JNJ Holdings Boosted by Hamilton Point Investment Advisors LLC

Hamilton Point Investment Advisors LLC raised its stake in Johnson & Johnson (NYSE:JNJ) by 6.7% in the first quarter, HoldingsChannel.com reports. The fund owned 42,147 shares of the company’s stock after buying an additional 2,657 shares during the quarter. Johnson & Johnson accounts for 1.6% of Hamilton Point Investment Advisors LLC’s portfolio, making the stock its 15th biggest position. Hamilton Point Investment Advisors LLC’s holdings in Johnson & Johnson were worth $10,302,000 as of its most recent filing with the Securities & Exchange Commission.

A number of other institutional investors and hedge funds have also made changes to their positions in JNJ. Vanguard Group Inc. boosted its position in Johnson & Johnson by 1.6% during the 4th quarter. Vanguard Group Inc. now owns 240,349,660 shares of the company’s stock valued at $49,740,362,000 after purchasing an additional 3,731,074 shares during the period. State Street Corp increased its position in Johnson & Johnson by 1.3% in the fourth quarter. State Street Corp now owns 133,869,843 shares of the company’s stock worth $27,704,364,000 after buying an additional 1,663,782 shares during the period. Auto Owners Insurance Co lifted its stake in Johnson & Johnson by 22,225.6% in the fourth quarter. Auto Owners Insurance Co now owns 69,419,308 shares of the company’s stock valued at $1,436,633,000 after buying an additional 69,108,368 shares during the last quarter. Geode Capital Management LLC lifted its stake in Johnson & Johnson by 3.1% in the fourth quarter. Geode Capital Management LLC now owns 57,953,747 shares of the company’s stock valued at $11,967,947,000 after buying an additional 1,738,292 shares during the last quarter. Finally, Norges Bank acquired a new position in shares of Johnson & Johnson during the fourth quarter valued at $6,924,523,000. 69.55% of the stock is currently owned by institutional investors and hedge funds.

Key Stories Impacting Johnson & Johnson

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

• Positive Sentiment: Johnson & Johnson beat Q2 earnings and revenue estimates, showing solid demand and execution in its core business. J&J Stock Falls Despite Strong Q2 Beat & Higher 2026 View: Here’s Why
• Positive Sentiment: The company raised its 2026 guidance after the report, reinforcing confidence in its growth outlook and pipeline momentum. Johnson & Johnson Raises 2026 Outlook After Q2 Earnings Beat
• Positive Sentiment: Guggenheim reaffirmed its Buy rating and set a $270 price target, signaling continued analyst confidence. Benzinga article on Guggenheim rating reaffirmation
• Positive Sentiment: Some market commentary suggests the post-earnings pullback could be an opportunity to buy JNJ on strength after a run to 52-week highs. Why Johnson and Johnson’s Earnings Dip Looks Like a Buying Opportunity
• Neutral Sentiment: Investors are also digesting the full Q2 earnings call transcript and several commentary pieces framing the company’s growth beyond legacy drugs and its collaboration announcements. Full Transcript: Johnson & Johnson Q2 2026 Earnings Call
• Negative Sentiment: Despite the earnings beat, the stock fell because MedTech results missed expectations, creating concern that one important division is lagging behind the company’s otherwise solid performance. J&J Stock Falls Despite Strong Q2 Beat & Higher 2026 View: Here’s Why

Analysts Set New Price Targets

A number of analysts recently weighed in on the stock. Daiwa Securities Group increased their price objective on shares of Johnson & Johnson from $237.00 to $246.00 and gave the stock an “outperform” rating in a report on Thursday, April 16th. Johnson Rice raised shares of Johnson & Johnson from an “outperform” rating to a “buy” rating and set a $280.00 target price for the company in a research note on Thursday. The Goldman Sachs Group restated a “buy” rating and issued a $282.00 target price on shares of Johnson & Johnson in a research report on Thursday. Bank of America raised their price target on shares of Johnson & Johnson from $254.00 to $263.00 and gave the company a “neutral” rating in a research note on Friday, July 10th. Finally, Barclays lifted their price target on Johnson & Johnson from $234.00 to $255.00 and gave the company an “equal weight” rating in a report on Wednesday, April 15th. One equities research analyst has rated the stock with a Strong Buy rating, nineteen have assigned a Buy rating and six have assigned a Hold rating to the company’s stock. Based on data from MarketBeat, the stock presently has a consensus rating of “Moderate Buy” and a consensus target price of $265.30.

Insider Buying and Selling at Johnson & Johnson

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

Johnson & Johnson Stock Performance

JNJ stock opened at $252.93 on Friday. The company has a 50-day simple moving average of $239.82 and a 200 day simple moving average of $234.63. The company has a market capitalization of $608.86 billion, a P/E ratio of 29.31, a PEG ratio of 2.39 and a beta of 0.24. The company has a quick ratio of 0.77, a current ratio of 1.03 and a debt-to-equity ratio of 0.46. Johnson & Johnson has a fifty-two week low of $162.78 and a fifty-two week high of $269.43.

Johnson & Johnson (NYSE:JNJ) last issued its quarterly earnings results on Wednesday, July 15th. The company reported $2.90 earnings per share for the quarter, topping analysts’ consensus estimates of $2.84 by $0.06. The company had revenue of $25.31 billion during the quarter, compared to analyst estimates of $25.06 billion. Johnson & Johnson had a net margin of 21.48% and a return on equity of 32.86%. The business’s revenue for the quarter was up 6.6% compared to the same quarter last year. During the same period in the prior year, the business posted $2.77 EPS. Johnson & Johnson has set its FY 2026 guidance at 11.600-11.750 EPS. Sell-side analysts predict that Johnson & Johnson will post 11.68 earnings per share for the current fiscal year.

Johnson & Johnson Announces Dividend

The company also recently disclosed a quarterly dividend, which will be paid on Tuesday, September 8th. Stockholders of record on Tuesday, August 25th will be paid a $1.34 dividend. This represents a $5.36 dividend on an annualized basis and a dividend yield of 2.1%. The ex-dividend date of this dividend is Tuesday, August 25th. Johnson & Johnson’s payout ratio is currently 62.11%.

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.