Johnson & Johnson $JNJ Holdings Raised by Western Wealth Management LLC

Western Wealth Management LLC raised its stake in shares of Johnson & Johnson (NYSE:JNJ) by 79.3% in the first quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The firm owned 31,555 shares of the company’s stock after buying an additional 13,955 shares during the period. Western Wealth Management LLC’s holdings in Johnson & Johnson were worth $7,713,000 as of its most recent SEC filing.

Other hedge funds have also modified their holdings of the company. Auto Owners Insurance Co grew 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 purchasing an additional 69,108,368 shares in the last quarter. Norges Bank acquired a new stake in shares of Johnson & Johnson during the 4th quarter valued at about $6,924,523,000. Capital World Investors acquired a new position in Johnson & Johnson in the fourth quarter worth approximately $2,005,942,000. Diamant Asset Management Inc. lifted its stake in Johnson & Johnson by 24,436.5% in the first quarter. Diamant Asset Management Inc. now owns 4,473,008 shares of the company’s stock valued at $109,338,000 after acquiring an additional 4,454,778 shares during the last quarter. Finally, Vanguard Group Inc. grew its position in Johnson & Johnson by 1.6% in the fourth quarter. Vanguard Group Inc. now owns 240,349,660 shares of the company’s stock worth $49,740,362,000 after acquiring an additional 3,731,074 shares in the last quarter. 69.55% of the stock is owned by institutional investors and hedge funds.

Trending Headlines about Johnson & Johnson

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

• Positive Sentiment: Pipeline and product expansion support long-term growth. J&J received FDA clearance for its surgical robot and is targeting $100 billion in revenue. The company also raised its dividend for the 64th consecutive year, reinforcing its appeal to income-oriented investors. FDA clearance, dividend and revenue article
• Positive Sentiment: Oncology and immunology efforts gained momentum. J&J completed its $1 billion acquisition of Firefly Bio, adding a degrader antibody-conjugate platform, and formed a Sail Biomedicines partnership focused on in-vivo CAR-T therapies. The agreement includes $785 million in initial payments and an option to acquire Sail for $2.58 billion. J&J biotech deals article
• Positive Sentiment: Analyst sentiment remains favorable. Argus Research initiated coverage with a Buy rating, while Erste Group raised its 2026 EPS estimate to $11.68 from $11.56. Recent analyst targets remain broadly above the current trading range. Argus Buy rating article
• Neutral Sentiment: Regulatory progress could expand the pharmaceutical franchise. The FDA granted Priority Review to subcutaneous RYBREVANT FASPRO for advanced head and neck cancer. The treatment produced a 42% overall response rate in clinical data, but approval and commercial uptake remain uncertain. RYBREVANT FASPRO Priority Review article
• Negative Sentiment: Near-term earnings face pressure from strategic spending. J&J lowered its 2026 profit forecast, citing the Firefly acquisition and Sail collaboration. The upfront cash commitments may weigh on earnings and raise questions about the return on those investments. Reuters profit forecast article
• Negative Sentiment: The proposed talc settlement remains a major financial liability. J&J would commit $5.5 billion to resolve approximately 76,000 ovarian-cancer claims, subject to at least 95% claimant participation. Investors appear to be shifting attention from reduced legal uncertainty to the size and execution risk of the cash obligation. Talc settlement article

Analyst Ratings Changes

Several equities research analysts recently issued reports on JNJ shares. HSBC set a $290.00 price objective on shares of Johnson & Johnson and gave the company a “buy” rating in a research note on Monday, July 6th. Weiss Ratings raised shares of Johnson & Johnson from a “buy (b-)” rating to a “buy (b)” rating in a research report on Friday, July 24th. Argus set a $300.00 price target on Johnson & Johnson in a research report on Wednesday. Leerink Partners upgraded Johnson & Johnson from a “market perform” rating to an “outperform” rating and set a $265.00 price target for the company in a research note on Wednesday, May 13th. Finally, Sanford C. Bernstein increased their price objective on Johnson & Johnson from $225.00 to $251.00 and gave the company a “market perform” rating in a report on Wednesday, April 15th. One research 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. According to MarketBeat.com, the company currently has a consensus rating of “Moderate Buy” and a consensus target price of $266.39.

Johnson & Johnson Price Performance

NYSE JNJ opened at $255.84 on Friday. Johnson & Johnson has a 1 year low of $164.23 and a 1 year high of $274.90. The company has a fifty day simple moving average of $245.41 and a 200 day simple moving average of $238.18. The company has a current ratio of 1.09, a quick ratio of 0.81 and a debt-to-equity ratio of 0.44. The company has a market cap of $616.56 billion, a P/E ratio of 29.65, a P/E/G ratio of 2.52 and a beta of 0.24.

Johnson & Johnson (NYSE:JNJ) last announced its earnings results on Wednesday, July 15th. The company reported $2.90 EPS for the quarter, topping the consensus estimate of $2.84 by $0.06. The firm had revenue of $25.31 billion for the quarter, compared to the consensus estimate of $25.06 billion. Johnson & Johnson had a net margin of 21.48% and a return on equity of 32.42%. The business’s quarterly revenue was up 6.6% on a year-over-year basis. During the same quarter last year, the firm posted $2.77 EPS. Johnson & Johnson has set its FY 2026 guidance at 11.600-11.750 EPS. On average, sell-side analysts predict that Johnson & Johnson will post 11.69 EPS for the current year.

Johnson & Johnson Dividend Announcement

The firm 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. The ex-dividend date is Tuesday, August 25th. This represents a $5.36 dividend on an annualized basis and a dividend yield of 2.1%. Johnson & Johnson’s payout ratio is presently 62.11%.

Insider Activity

In other Johnson & Johnson news, EVP Kathryn E. Wengel sold 10,000 shares of the firm’s stock in a transaction that occurred on Thursday, June 11th. The stock was sold at an average price of $241.15, for a total value of $2,411,500.00. Following the sale, the executive vice president owned 114,288 shares of the company’s stock, valued at $27,560,551.20. This trade represents a 8.05% decrease in their position. The transaction was disclosed in a filing with the SEC, which is available through this link. Also, EVP Vanessa Broadhurst sold 23,054 shares of Johnson & Johnson stock in a transaction that occurred on Monday, July 20th. The stock was sold at an average price of $251.27, for a total value of $5,792,778.58. Following the completion of the transaction, the executive vice president directly owned 23,003 shares in the company, valued at approximately $5,779,963.81. This represents a 50.06% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. 0.16% of the stock is currently owned by insiders.

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.