Rydar Equities Inc. Boosts Stock Holdings in Johnson & Johnson $JNJ

Rydar Equities Inc. lifted its position in Johnson & Johnson (NYSE:JNJ) by 120.0% in the 2nd quarter, HoldingsChannel.com reports. The fund owned 13,242 shares of the company’s stock after acquiring an additional 7,222 shares during the quarter. Johnson & Johnson comprises approximately 1.9% of Rydar Equities Inc.’s portfolio, making the stock its 11th largest holding. Rydar Equities Inc.’s holdings in Johnson & Johnson were worth $3,358,000 at the end of the most recent reporting period.

A number of other large investors also recently made changes to their positions in the company. Sierra Capital LLC grew its position in Johnson & Johnson by 0.5% in the 4th quarter. Sierra Capital LLC now owns 8,144 shares of the company’s stock worth $1,685,000 after purchasing an additional 41 shares in the last quarter. Beaird Harris Wealth Management LLC lifted its position in shares of Johnson & Johnson by 1.8% during the 4th quarter. Beaird Harris Wealth Management LLC now owns 2,422 shares of the company’s stock worth $501,000 after buying an additional 42 shares in the last quarter. Ballast Advisors LLC boosted its stake in shares of Johnson & Johnson by 1.2% in the 1st quarter. Ballast Advisors LLC now owns 3,598 shares of the company’s stock worth $879,000 after buying an additional 42 shares during the last quarter. Broadleaf Partners LLC grew its holdings in shares of Johnson & Johnson by 0.6% in the fourth quarter. Broadleaf Partners LLC now owns 7,348 shares of the company’s stock valued at $1,521,000 after acquiring an additional 43 shares in the last quarter. Finally, Jessup Wealth Management Inc grew its holdings in shares of Johnson & Johnson by 0.6% in the fourth quarter. Jessup Wealth Management Inc now owns 7,574 shares of the company’s stock valued at $1,567,000 after acquiring an additional 44 shares in the last quarter. 69.55% of the stock is owned by institutional investors.

Johnson & Johnson Stock Performance

Shares of JNJ opened at $260.44 on Friday. Johnson & Johnson has a 1 year low of $173.33 and a 1 year high of $274.90. The company has a debt-to-equity ratio of 0.44, a current ratio of 1.09 and a quick ratio of 0.81. The stock’s fifty day moving average price is $251.92 and its two-hundred day moving average price is $241.20. The firm has a market cap of $627.63 billion, a PE ratio of 30.18, a PEG ratio of 2.50 and a beta of 0.24.

Johnson & Johnson (NYSE:JNJ) last posted its quarterly earnings results on Wednesday, July 15th. The company reported $2.90 earnings per share for the quarter, topping the consensus estimate of $2.84 by $0.06. Johnson & Johnson had a return on equity of 32.42% and a net margin of 21.48%.The company had revenue of $25.31 billion during the quarter, compared to the consensus estimate of $25.06 billion. During the same quarter in the prior year, the company earned $2.77 EPS. The firm’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. On average, equities research analysts forecast that Johnson & Johnson will post 11.61 EPS for the current year.

Johnson & Johnson Announces Dividend

The firm 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 of this dividend is Tuesday, August 25th. This represents a $5.36 annualized dividend and a yield of 2.1%. Johnson & Johnson’s dividend payout ratio (DPR) is 62.11%.

Wall Street Analysts Forecast Growth

JNJ has been the topic of a number of recent analyst reports. Wall Street Zen lowered Johnson & Johnson from a “buy” rating to a “hold” rating in a report on Saturday, August 1st. Freedom Capital raised Johnson & Johnson from a “hold” rating to a “strong-buy” rating in a research report on Thursday, July 16th. Raymond James Financial set a $280.00 target price on Johnson & Johnson in a research note on Monday, August 3rd. Leerink Partners upgraded shares of 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. Finally, TD Cowen raised their price objective on shares of Johnson & Johnson from $250.00 to $300.00 and gave the stock a “buy” rating in a report on Monday, July 13th. 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 company. According to data from MarketBeat.com, the company presently has an average rating of “Moderate Buy” and a consensus price target of $268.22.

Insider Activity at Johnson & Johnson

In related news, EVP Vanessa Broadhurst sold 23,054 shares of Johnson & Johnson stock in a transaction that occurred on Monday, July 20th. The shares were 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. The trade was a 50.06% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this hyperlink. Also, EVP Elizabeth Forminard sold 15,918 shares of the business’s stock in a transaction on Thursday, August 6th. The shares were sold at an average price of $257.00, for a total transaction of $4,090,926.00. Following the sale, the executive vice president directly owned 16,994 shares in the company, valued at $4,367,458. The trade was a 48.37% decrease in their position. The SEC filing for this sale provides additional information. In the last ninety days, insiders sold 48,972 shares of company stock worth $12,295,205. Corporate insiders own 0.16% of the company’s stock.

Key Stories Impacting Johnson & Johnson

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

• Positive Sentiment: Constructive post-earnings outlook: JNJ’s latest results exceeded analyst expectations for both earnings and revenue, while full-year 2026 EPS guidance remains centered around $11.60-$11.75. Analysts are watching for continued estimate increases and earnings momentum to support the stock’s advance. Why Is Johnson & Johnson Up Since Its Last Earnings Report?
• Positive Sentiment: Pharmaceutical recovery and defensive appeal: JNJ is among the large-cap pharmaceutical companies investors are watching as the industry recovery gains traction. Its diversified healthcare business and relatively low-beta profile may also attract investors seeking defensive exposure amid market uncertainty. Large-Cap Stocks to Watch as Pharma Recovery Takes Hold
• Positive Sentiment: Dividend record reinforces income appeal: JNJ raised its dividend 3.1% to $5.36 per share annually, extending its streak of consecutive increases to 64 years. The increase supports the company’s reputation as a long-term income and stability investment. Johnson & Johnson Has Increased Its Dividend for 64 Consecutive Years
• Neutral Sentiment: Talc settlement remains a key overhang: Analysis of JNJ’s proposed $5.5 billion talc settlement views it as a potential step toward reducing litigation uncertainty, but the long-term financial and legal impact remains subject to scrutiny. Johnson & Johnson’s $5.5B Talc Settlement
• Neutral Sentiment: Portfolio adjustments: JNJ sold its remaining rights and interests in botaretigene sparoparvovec to MeiraGTx for $25 million. The transaction may streamline the portfolio, but its financial contribution is unlikely to materially affect near-term results. MeiraGTx Reports Second Quarter 2026 Results
• Negative Sentiment: Robotics competition is increasing: Intuitive Surgical cited growing competitive pressure from JNJ and Chinese robotic-surgery platforms. While this reflects JNJ’s ambitions in surgical robotics, it also signals that gaining market share could require substantial investment and execution. Intuitive Surgical Beats on Q2 Results

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.