Johnson & Johnson $JNJ Shares Acquired by Compound Planning Inc.

Compound Planning Inc. increased its holdings in Johnson & Johnson (NYSE:JNJ) by 3.7% in the first quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 61,390 shares of the company’s stock after purchasing an additional 2,169 shares during the period. Compound Planning Inc.’s holdings in Johnson & Johnson were worth $15,006,000 as of its most recent SEC filing.

Other large investors have also recently added to or reduced their stakes in the company. Klingman & Associates LLC boosted its position in shares of Johnson & Johnson by 1.6% in the first quarter. Klingman & Associates LLC now owns 18,072 shares of the company’s stock worth $4,418,000 after acquiring an additional 280 shares during the last quarter. Modern Wealth Management LLC raised its stake in Johnson & Johnson by 4.0% during the first quarter. Modern Wealth Management LLC now owns 49,772 shares of the company’s stock worth $12,150,000 after purchasing an additional 1,910 shares during the period. Keebeck Wealth Management boosted its holdings in shares of Johnson & Johnson by 30.1% in the 1st quarter. Keebeck Wealth Management now owns 8,840 shares of the company’s stock valued at $2,161,000 after purchasing an additional 2,043 shares during the last quarter. Orleans Capital Management Corp LA grew its stake in shares of Johnson & Johnson by 325.4% during the 1st quarter. Orleans Capital Management Corp LA now owns 6,376 shares of the company’s stock valued at $1,559,000 after buying an additional 4,877 shares during the period. Finally, Wills Financial Group LLC increased its holdings in shares of Johnson & Johnson by 5.4% during the 1st quarter. Wills Financial Group LLC now owns 5,105 shares of the company’s stock worth $1,176,000 after buying an additional 262 shares during the last quarter. 69.55% of the stock is currently owned by hedge funds and other institutional investors.

Wall Street Analysts Forecast Growth

A number of research analysts recently weighed in on JNJ shares. Leerink Partners raised Johnson & Johnson from a “market perform” rating to an “outperform” rating and set a $265.00 price target for the company in a research report on Wednesday, May 13th. Argus raised their price objective on Johnson & Johnson from $240.00 to $275.00 and gave the stock a “buy” rating in a report on Thursday, April 16th. Royal Bank Of Canada boosted their target price on Johnson & Johnson from $265.00 to $287.00 and gave the stock an “outperform” rating in a report on Monday, July 13th. 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 report on Thursday, July 16th. Finally, Stifel Nicolaus set a $260.00 price target on shares of Johnson & Johnson in a research report on Wednesday, July 15th. One analyst has rated the stock with a Strong Buy rating, eighteen have issued a Buy rating and six have issued a Hold rating to the stock. Based on data from MarketBeat, Johnson & Johnson presently has a consensus rating of “Moderate Buy” and a consensus price target of $265.30.

Insider Buying and Selling

In other Johnson & Johnson news, EVP Kathryn E. Wengel sold 10,000 shares of the company’s stock in a transaction dated 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 completion of the transaction, the executive vice president directly owned 114,288 shares of the company’s stock, valued at $27,560,551.20. This represents a 8.05% decrease in their position. The transaction was disclosed in a filing with the SEC, which is available at the SEC website. 0.16% of the stock is owned by corporate insiders.

Johnson & Johnson Stock Performance

Johnson & Johnson stock opened at $259.34 on Friday. The firm has a market capitalization of $624.29 billion, a PE ratio of 30.05, a price-to-earnings-growth ratio of 2.43 and a beta of 0.24. Johnson & Johnson has a one year low of $164.23 and a one year high of $269.43. The stock’s 50 day moving average price is $241.98 and its 200 day moving average price is $236.13. The company has a debt-to-equity ratio of 0.46, a quick ratio of 0.77 and a current ratio of 1.03.

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

Johnson & Johnson Dividend Announcement

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

Trending Headlines about Johnson & Johnson

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

• Positive Sentiment: The FDA granted marketing authorization for J&J’s OTTAVA robotic surgical system, a potentially meaningful new business in soft-tissue robotics that could expand the MedTech division. Reuters article
• Positive Sentiment: J&J also reported encouraging late-stage data for its multiple myeloma therapies Tecvayli and Talvey, with the MonumenTAL-6 study showing large reductions in progression risk and death, strengthening the company’s oncology pipeline. PR Newswire article
• Positive Sentiment: Investors are also responding to J&J’s recent quarterly earnings beat and upbeat 2026 outlook, which has boosted sentiment around the stock and drawn interest from ETF investors. Yahoo Finance article
• Positive Sentiment: J&J raised its dividend, reinforcing its appeal as a defensive income stock and supporting demand from dividend-focused investors. Yahoo Finance article
• Neutral Sentiment: Several articles were commentary pieces discussing J&J’s valuation, ETF exposure, and investor attention, but they do not add a new fundamental catalyst on their own. MarketBeat article
• Negative Sentiment: A Reuters report said a judge cast doubt on roughly 69,000 talc-related cancer claims, which could still keep legal uncertainty in focus despite being framed as a procedural win for J&J. Reuters article

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.