Johnson & Johnson $JNJ Position Increased by Orleans Capital Management Corp LA

Orleans Capital Management Corp LA grew its position in Johnson & Johnson (NYSE:JNJ) by 325.4% in the 1st quarter, HoldingsChannel.com reports. The institutional investor owned 6,376 shares of the company’s stock after purchasing an additional 4,877 shares during the period. Orleans Capital Management Corp LA’s holdings in Johnson & Johnson were worth $1,559,000 at the end of the most recent quarter.

A number of other large investors have also made changes to their positions in the company. Blueline Advisors LLC acquired a new position in Johnson & Johnson in the 4th quarter worth approximately $25,000. Cresta Advisors Ltd. acquired a new stake in Johnson & Johnson during the 4th quarter valued at $26,000. DecisionPoint Financial LLC lifted its holdings in shares of Johnson & Johnson by 104.2% in the fourth quarter. DecisionPoint Financial LLC now owns 147 shares of the company’s stock valued at $30,000 after purchasing an additional 75 shares in the last quarter. Bay Harbor Wealth Management LLC lifted its holdings in shares of Johnson & Johnson by 49.0% in the fourth quarter. Bay Harbor Wealth Management LLC now owns 149 shares of the company’s stock valued at $31,000 after purchasing an additional 49 shares in the last quarter. Finally, Family CFO Inc acquired a new stake in shares of Johnson & Johnson in the fourth quarter worth $31,000. Institutional investors and hedge funds own 69.55% of the company’s stock.

Johnson & Johnson Price Performance

JNJ opened at $259.34 on Friday. The stock has a market cap of $624.29 billion, a price-to-earnings ratio of 30.05, a PEG ratio of 2.43 and a beta of 0.24. Johnson & Johnson has a 1 year low of $164.23 and a 1 year high of $269.43. The company has a current ratio of 1.03, a quick ratio of 0.77 and a debt-to-equity ratio of 0.46. The stock has a fifty day moving average price of $241.98 and a 200 day moving average price of $236.13.

Johnson & Johnson (NYSE:JNJ) last issued its earnings results on Wednesday, July 15th. The company reported $2.90 EPS for the quarter, beating analysts’ consensus estimates 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 for the quarter, compared to the consensus estimate of $25.06 billion. During the same quarter in the previous year, the company 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 forecast that Johnson & Johnson will post 11.68 EPS for the current fiscal year.

Johnson & Johnson Dividend Announcement

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

Insiders Place Their Bets

In other Johnson & Johnson 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 completion of the sale, the executive vice president directly owned 114,288 shares in the company, valued at $27,560,551.20. The trade was a 8.05% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available through the SEC website. Insiders own 0.16% of the company’s stock.

Key Headlines Impacting 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

Wall Street Analyst Weigh In

Several research analysts recently weighed in on the company. Wall Street Zen raised Johnson & Johnson from a “hold” rating to a “buy” rating in a research report on Saturday, July 18th. HSBC set a $290.00 price objective on Johnson & Johnson and gave the stock a “buy” rating in a research report on Monday, July 6th. JPMorgan Chase & Co. lifted their target price on Johnson & Johnson from $250.00 to $260.00 and gave the company a “neutral” rating in a research note on Wednesday, April 15th. Royal Bank Of Canada upped their target price on Johnson & Johnson from $265.00 to $287.00 and gave the company an “outperform” rating in a report on Monday, July 13th. Finally, Johnson Rice raised shares of Johnson & Johnson from an “outperform” rating to a “buy” rating and set a $280.00 price target for the company in a research report on Thursday, July 16th. 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 data from MarketBeat.com, the company currently has a consensus rating of “Moderate Buy” and a consensus price target of $265.30.

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.