Gibbs Wealth Management Grows Stock Holdings in Johnson & Johnson $JNJ

Gibbs Wealth Management raised its stake in Johnson & Johnson (NYSE:JNJ) by 37.7% in the first quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The institutional investor owned 8,655 shares of the company’s stock after buying an additional 2,368 shares during the period. Gibbs Wealth Management’s holdings in Johnson & Johnson were worth $2,116,000 at the end of the most recent reporting period.

A number of other hedge funds and other institutional investors also recently modified their holdings of JNJ. Auto Owners Insurance Co boosted its position in shares of Johnson & Johnson by 22,225.6% in the 4th quarter. Auto Owners Insurance Co now owns 69,419,308 shares of the company’s stock worth $1,436,633,000 after buying an additional 69,108,368 shares in the last quarter. Norges Bank purchased a new position in Johnson & Johnson during the 4th quarter valued at about $6,924,523,000. Capital World Investors acquired a new position in Johnson & Johnson during the fourth quarter worth about $2,005,942,000. Diamant Asset Management Inc. lifted its holdings in shares of 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 purchasing an additional 4,454,778 shares in the last quarter. Finally, Vanguard Group Inc. grew its position in shares of Johnson & Johnson by 1.6% in the fourth 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 last quarter. 69.55% of the stock is currently owned by institutional investors and hedge funds.

Johnson & Johnson Trading Up 1.5%

Shares of Johnson & Johnson stock opened at $259.34 on Friday. Johnson & Johnson has a fifty-two week low of $164.23 and a fifty-two week high of $269.43. The business’s fifty day moving average is $241.98 and its two-hundred day moving average is $236.13. The company has a quick ratio of 0.77, a current ratio of 1.03 and a debt-to-equity ratio of 0.46. The firm has a market cap of $624.29 billion, a PE ratio of 30.05, a P/E/G ratio of 2.43 and a beta of 0.24.

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

Johnson & Johnson Dividend Announcement

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

Insider Transactions at Johnson & Johnson

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

Analysts Set New Price Targets

JNJ has been the subject of several research reports. Wells Fargo & Company lifted their price objective on Johnson & Johnson from $263.00 to $272.00 and gave the stock an “overweight” rating in a research report on Thursday, July 16th. Argus raised their price target on Johnson & Johnson from $240.00 to $275.00 and gave the stock a “buy” rating in a research report on Thursday, April 16th. Freedom Capital raised Johnson & Johnson from a “hold” rating to a “strong-buy” rating in a report on Thursday, July 16th. Wall Street Zen upgraded Johnson & Johnson from a “hold” rating to a “buy” rating in a research report on Saturday, July 18th. Finally, Bank of America lifted their price objective on Johnson & Johnson from $254.00 to $263.00 and gave the stock a “neutral” rating in a research report on Friday, July 10th. One equities research analyst has rated the stock with a Strong Buy rating, eighteen have assigned a Buy rating and six have issued a Hold rating to the stock. According to MarketBeat.com, the stock presently has an average rating of “Moderate Buy” and an average price target of $265.30.

More Johnson & Johnson News

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

About Johnson & Johnson

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.