Los Angeles Capital Management LLC Purchases 255,236 Shares of Johnson & Johnson $JNJ

Los Angeles Capital Management LLC boosted its position in Johnson & Johnson (NYSE:JNJ) by 26.5% in the fourth quarter, according to its most recent Form 13F filing with the SEC. The institutional investor owned 1,217,016 shares of the company’s stock after purchasing an additional 255,236 shares during the quarter. Johnson & Johnson makes up approximately 0.8% of Los Angeles Capital Management LLC’s investment portfolio, making the stock its 22nd largest holding. Los Angeles Capital Management LLC owned about 0.05% of Johnson & Johnson worth $230,077,000 at the end of the most recent reporting period.

A number of other large investors have also added to or reduced their stakes in JNJ. Plancorp LLC increased its holdings in shares of Johnson & Johnson by 0.3% during the fourth quarter. Plancorp LLC now owns 15,889 shares of the company’s stock valued at $3,288,000 after acquiring an additional 45 shares in the last quarter. Baron Silver Stevens Financial Advisors LLC increased its holdings in shares of Johnson & Johnson by 0.8% during the fourth quarter. Baron Silver Stevens Financial Advisors LLC now owns 5,645 shares of the company’s stock valued at $1,168,000 after acquiring an additional 45 shares in the last quarter. Strategic Financial Services Inc. increased its holdings in shares of Johnson & Johnson by 0.5% during the fourth quarter. Strategic Financial Services Inc. now owns 8,995 shares of the company’s stock valued at $1,862,000 after acquiring an additional 45 shares in the last quarter. WealthCollab LLC increased its holdings in shares of Johnson & Johnson by 4.7% during the fourth quarter. WealthCollab LLC now owns 1,015 shares of the company’s stock valued at $210,000 after acquiring an additional 46 shares in the last quarter. Finally, MMA Asset Management LLC increased its holdings in shares of Johnson & Johnson by 1.3% during the fourth quarter. MMA Asset Management LLC now owns 3,600 shares of the company’s stock valued at $745,000 after acquiring an additional 46 shares in the last quarter. 69.55% of the stock is currently owned by institutional investors.

Johnson & Johnson Price Performance

Shares of NYSE JNJ opened at $232.81 on Friday. 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 52 week low of $149.04 and a 52 week high of $251.71. The business’s 50 day moving average price is $231.98 and its 200 day moving average price is $225.96. The firm has a market cap of $560.42 billion, a P/E ratio of 26.91, a P/E/G ratio of 2.28 and a beta of 0.26.

Johnson & Johnson (NYSE:JNJ) last released its quarterly earnings data on Tuesday, April 14th. The company reported $2.70 EPS for the quarter, topping 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 for the quarter, compared to analyst estimates of $23.60 billion. During the same quarter in the prior year, the firm posted $2.77 EPS. The business’s quarterly 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. On average, sell-side analysts expect that Johnson & Johnson will post 11.57 earnings per share for the current year.

Johnson & Johnson Increases Dividend

The business also recently disclosed a quarterly dividend, which will be paid on Tuesday, June 9th. Shareholders of record on Tuesday, May 26th will be given a $1.34 dividend. The ex-dividend date is Tuesday, May 26th. This represents a $5.36 annualized dividend and a yield of 2.3%. This is a boost from Johnson & Johnson’s previous quarterly dividend of $1.30. Johnson & Johnson’s payout ratio is currently 61.97%.

Key Johnson & Johnson News

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 research firms have recently issued reports on JNJ. Wall Street Zen downgraded shares of Johnson & Johnson from a “buy” rating to a “hold” rating in a report on Saturday, February 14th. Leerink Partners upgraded shares of Johnson & Johnson from a “market perform” rating to an “outperform” rating and set a $265.00 price objective on the stock in a report on Wednesday, May 13th. HSBC upped their price objective on shares of Johnson & Johnson from $265.00 to $280.00 and gave the company a “buy” rating in a report on Tuesday, March 17th. TD Cowen began coverage on shares of Johnson & Johnson in a report on Wednesday, April 8th. They set a “buy” rating and a $250.00 price objective on the stock. Finally, Barclays upped their price objective on shares of Johnson & Johnson from $234.00 to $255.00 and gave the company an “equal weight” rating in a report on Wednesday, April 15th. Twenty investment analysts have rated the stock with a Buy rating and seven have issued a Hold rating to the company. According to data from MarketBeat, Johnson & Johnson currently has a consensus rating of “Moderate Buy” and a consensus target price of $253.04.

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.