Revolve Wealth Partners LLC Has $3.05 Million Stock Position in Johnson & Johnson $JNJ

Revolve Wealth Partners LLC lifted its stake in shares of Johnson & Johnson (NYSE:JNJ) by 53.2% in the 2nd quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The firm owned 12,023 shares of the company’s stock after buying an additional 4,176 shares during the quarter. Revolve Wealth Partners LLC’s holdings in Johnson & Johnson were worth $3,054,000 as of its most recent filing with the Securities & Exchange Commission.

Several other hedge funds also recently modified their holdings of the stock. Sierra Capital LLC grew its stake in shares of Johnson & Johnson by 0.5% in the 4th quarter. Sierra Capital LLC now owns 8,144 shares of the company’s stock valued at $1,685,000 after buying an additional 41 shares during the period. Beaird Harris Wealth Management LLC raised its stake in 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 during the period. Ballast Advisors LLC boosted its holdings in Johnson & Johnson by 1.2% in the first quarter. Ballast Advisors LLC now owns 3,598 shares of the company’s stock worth $879,000 after acquiring an additional 42 shares in the last quarter. Broadleaf Partners LLC grew its stake in 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 during the period. Finally, Jessup Wealth Management Inc grew its stake in 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 during the period. Institutional investors own 69.55% of the company’s stock.

Johnson & Johnson Stock Up 0.6%

Johnson & Johnson stock opened at $260.80 on Tuesday. Johnson & Johnson has a fifty-two week low of $171.81 and a fifty-two week high of $274.90. The company has a debt-to-equity ratio of 0.44, a quick ratio of 0.81 and a current ratio of 1.09. The firm’s 50-day simple moving average is $249.21 and its 200 day simple moving average is $240.18. The stock has a market cap of $628.50 billion, a PE ratio of 30.22, a price-to-earnings-growth ratio of 2.47 and a beta of 0.24.

Johnson & Johnson (NYSE:JNJ) last posted its quarterly earnings data 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 net margin of 21.48% and a return on equity of 32.42%. The firm had revenue of $25.31 billion during the quarter, compared to analyst estimates of $25.06 billion. During the same quarter last year, the business posted $2.77 EPS. 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. Research analysts predict that Johnson & Johnson will post 11.61 EPS for the current fiscal year.

Johnson & Johnson Announces Dividend

The firm also recently disclosed a quarterly dividend, which will be paid on Tuesday, September 8th. Shareholders of record on Tuesday, August 25th will be given 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 payout ratio is currently 62.11%.

Analysts Set New Price Targets

A number of equities analysts recently issued reports on JNJ shares. Citigroup increased their target price on Johnson & Johnson from $285.00 to $298.00 and gave the stock a “buy” rating in a report on Wednesday, July 8th. Bank of America boosted their price target on shares of Johnson & Johnson from $254.00 to $263.00 and gave the company a “neutral” rating in a research note on Friday, July 10th. Wall Street Zen downgraded shares of Johnson & Johnson from a “buy” rating to a “hold” rating in a report on Saturday, August 1st. The Goldman Sachs Group reiterated a “buy” rating and set a $282.00 price objective on shares of Johnson & Johnson in a report on Thursday, July 16th. Finally, Johnson Rice reissued a “buy” rating on shares of Johnson & Johnson in a research report on Monday, August 3rd. One investment analyst has rated the stock with a Strong Buy rating, eighteen have assigned a Buy rating and six have assigned a Hold rating to the stock. According to MarketBeat, the company presently has a consensus rating of “Moderate Buy” and a consensus price target of $268.22.

Insider Buying and Selling at Johnson & Johnson

In other Johnson & Johnson news, EVP Kathryn E. Wengel sold 10,000 shares of the business’s stock in a transaction dated 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 transaction, 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. Also, EVP Elizabeth Forminard sold 15,918 shares of Johnson & Johnson stock in a transaction that occurred on Thursday, August 6th. The stock was sold at an average price of $257.00, for a total transaction of $4,090,926.00. Following the completion of the sale, the executive vice president directly owned 16,994 shares in the company, valued at $4,367,458. This trade represents a 48.37% decrease in their position. The SEC filing for this sale provides additional information. Insiders sold 48,972 shares of company stock worth $12,295,205 in the last quarter. 0.16% of the stock is currently owned by company insiders.

Key Headlines Impacting Johnson & Johnson

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

• Positive Sentiment: Strong second-quarter results and raised outlook: J&J reported sales of $25.31 billion, up nearly 7% year over year and above expectations, while adjusted EPS of $2.90 exceeded consensus. Management raised or reaffirmed a fiscal 2026 EPS outlook of $11.60–$11.75, supporting the recent share-price gains. Johnson & Johnson vs Abbott Laboratories: Which Healthcare Giant Offers the More Compelling Growth Story After Earnings?
• Positive Sentiment: Growth-focused restructuring: Coverage highlights J&J’s efforts to reshape its businesses, including potential separation or restructuring initiatives, as the 140-year-old company seeks faster growth beyond its traditional dividend and consumer-health profile. Investors may view the changes as a way to unlock value and improve business focus. 140-year-old Dividend King eyes bold update to unlock new growth
• Positive Sentiment: MedTech expansion: FDA De Novo authorization for the OTTAVA robotic surgical system gives J&J an entry point into U.S. soft-tissue robotic surgery. The opportunity could expand its medical-device growth profile, although Intuitive Surgical has a substantial competitive lead. Can Johnson & Johnson Challenge Intuitive Surgical After Ottava’s FDA Approval?
• Positive Sentiment: Cardiac-care agreement: A multiyear preferred-portfolio agreement with ACCESS GPO will support adoption of J&J’s cardiac electrophysiology technologies at U.S. ambulatory surgery centers, potentially strengthening recurring MedTech demand. ACCESS Announces Multi-Year Strategic Agreement
• Neutral Sentiment: Income appeal remains intact: J&J has raised its dividend for 64 consecutive years, but the recent rally has reduced its dividend yield. Brokerages currently assign the stock an average “Moderate Buy” rating. Johnson & Johnson Has Increased Its Dividend for 64 Consecutive Years
• Negative Sentiment: Valuation and competition are risks: With J&J trading close to its annual high and at roughly 30 times earnings, further gains may require continued execution. OTTAVA also faces entrenched competition from Intuitive Surgical, while an insider sale of 15,918 shares may create a modest sentiment overhang. Elizabeth Forminard Sells Shares of Johnson & Johnson

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.