1,966 Shares in Johnson & Johnson $JNJ Acquired by Dala Group LLC

Dala Group LLC purchased a new stake in shares of Johnson & Johnson (NYSE:JNJ) in the first quarter, according to its most recent disclosure with the Securities and Exchange Commission. The firm purchased 1,966 shares of the company’s stock, valued at approximately $480,000.

Several other institutional investors have also recently bought and sold shares of JNJ. Blue Fin Capital Inc. lifted its position in Johnson & Johnson by 0.6% during the 1st quarter. Blue Fin Capital Inc. now owns 20,919 shares of the company’s stock worth $5,114,000 after buying an additional 130 shares in the last quarter. Maripau Wealth Management LLC bought a new position in Johnson & Johnson in the 1st quarter worth approximately $255,000. Allen Capital Group LLC lifted its holdings in Johnson & Johnson by 4.7% during the 1st quarter. Allen Capital Group LLC now owns 27,685 shares of the company’s stock worth $6,767,000 after buying an additional 1,253 shares in the last quarter. Security Financial Services INC. boosted its position in Johnson & Johnson by 6.0% in the 1st quarter. Security Financial Services INC. now owns 2,702 shares of the company’s stock valued at $660,000 after buying an additional 153 shares during the last quarter. Finally, Serenity Investment Advisors increased its stake in shares of Johnson & Johnson by 6.5% in the 1st quarter. Serenity Investment Advisors now owns 1,390 shares of the company’s stock valued at $326,000 after buying an additional 85 shares during the period. Institutional investors own 69.55% of the company’s stock.

Wall Street Analysts Forecast Growth

A number of equities research analysts have recently weighed in on JNJ shares. Stifel Nicolaus set a $260.00 target price on Johnson & Johnson in a research report on Wednesday, July 15th. JPMorgan Chase & Co. lifted their price objective on Johnson & Johnson from $250.00 to $260.00 and gave the stock a “neutral” rating in a research report on Wednesday, April 15th. Leerink Partners raised Johnson & Johnson from a “market perform” rating to an “outperform” rating and set a $265.00 price objective for the company in a report on Wednesday, May 13th. Sanford C. Bernstein upped their target price on shares of Johnson & Johnson from $225.00 to $251.00 and gave the company a “market perform” rating in a research report on Wednesday, April 15th. Finally, Wall Street Zen lowered shares of Johnson & Johnson from a “buy” rating to a “hold” rating in a research note on Saturday. One investment analyst has rated the stock with a Strong Buy rating, eighteen have given a Buy rating and six have assigned a Hold rating to the stock. Based on data from MarketBeat.com, the stock currently has a consensus rating of “Moderate Buy” and an average price target of $266.39.

Johnson & Johnson Price Performance

JNJ opened at $256.51 on Friday. The stock has a market cap of $618.18 billion, a P/E ratio of 29.72, a P/E/G ratio of 2.43 and a beta of 0.24. Johnson & Johnson has a 12 month low of $164.23 and a 12 month high of $274.90. The company has a quick ratio of 0.81, a current ratio of 1.09 and a debt-to-equity ratio of 0.44. The company has a fifty day simple moving average of $245.85 and a 200 day simple moving average of $238.31.

Johnson & Johnson (NYSE:JNJ) last posted its 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 firm had revenue of $25.31 billion for the quarter, compared to analyst estimates of $25.06 billion. During the same period in the previous year, the company posted $2.77 earnings per share. The company’s revenue for the quarter was up 6.6% on a year-over-year basis. Johnson & Johnson has set its FY 2026 guidance at 11.600-11.750 EPS. On average, research analysts expect 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 issued a dividend of $1.34 per share. This represents a $5.36 annualized dividend and a dividend yield of 2.1%. The ex-dividend date is Tuesday, August 25th. Johnson & Johnson’s payout ratio is 62.11%.

Insider Activity at Johnson & Johnson

In related news, EVP Kathryn E. Wengel sold 10,000 shares of the business’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 completion of the transaction, the executive vice president directly owned 114,288 shares in the company, valued at approximately $27,560,551.20. The trade was a 8.05% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through this hyperlink. Also, EVP Vanessa Broadhurst sold 23,054 shares of the 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 sale, the executive vice president directly owned 23,003 shares of the company’s stock, valued at approximately $5,779,963.81. The trade was a 50.06% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. 0.16% of the stock is currently owned by insiders.

Key Stories Impacting Johnson & Johnson

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

• Positive Sentiment: Analysts remain moderately bullish: JNJ’s median analyst price target is about $263, with several targets above that level, including Citigroup’s $298 target. Argus Research also issued a Buy rating, while Erste Group raised its 2026 EPS forecast to $11.68, close to the $11.69 consensus. Is Wall Street Bullish or Bearish on Johnson & Johnson Stock?
• Positive Sentiment: Oncology and immunology expansion strengthens the growth pipeline: J&J completed its $1 billion acquisition of Firefly Bio, adding a degrader antibody-conjugate platform targeting difficult solid tumors, including KRAS-driven cancers. Johnson & Johnson Completes Acquisition of Firefly Bio
• Positive Sentiment: Promising regulatory and shareholder-return news: The FDA granted Priority Review to subcutaneous RYBREVANT FASPRO for advanced head and neck cancer, potentially expanding a key oncology franchise. JNJ also increased its dividend for the 64th consecutive year and is pursuing a long-term $100 billion revenue goal. RYBREVANT FASPRO Receives FDA Priority Review
• Neutral Sentiment: In-vivo CAR-T investment adds potential but carries execution risk: JNJ will make up to $785 million in initial payments to Sail Biomedicines and has an option to acquire it for $2.58 billion. The technology could create new autoimmune and oncology treatments, but commercialization is still uncertain. J&J Ventures Further Into In Vivo CAR-T
• Negative Sentiment: The $5.5 billion talc settlement weighs on sentiment: The proposed agreement would resolve roughly 76,000 ovarian-cancer claims, subject to 95% claimant participation. Although it could reduce litigation uncertainty, investors are focused on the substantial cash obligation, including up to $3 billion in 2027, and execution risk. Johnson & Johnson to Pay $5.5 Billion to Resolve Talc Litigation

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.