Arkadios Wealth Advisors Boosts Holdings in Johnson & Johnson $JNJ

Arkadios Wealth Advisors raised its position in Johnson & Johnson (NYSE:JNJ) by 6.0% during the 3rd quarter, according to its most recent filing with the SEC. The firm owned 79,566 shares of the company’s stock after buying an additional 4,534 shares during the quarter. Arkadios Wealth Advisors’ holdings in Johnson & Johnson were worth $14,753,000 as of its most recent filing with the SEC.

Several other hedge funds also recently made changes to their positions in JNJ. SOA Wealth Advisors LLC. lifted its position in Johnson & Johnson by 0.7% in the third quarter. SOA Wealth Advisors LLC. now owns 7,392 shares of the company’s stock valued at $1,371,000 after purchasing an additional 53 shares during the period. Ethos Financial Group LLC raised its stake in shares of Johnson & Johnson by 0.6% during the 3rd quarter. Ethos Financial Group LLC now owns 9,110 shares of the company’s stock worth $1,689,000 after buying an additional 53 shares in the last quarter. Heritage Oak Wealth Advisors LLC lifted its holdings in shares of Johnson & Johnson by 3.5% in the 3rd quarter. Heritage Oak Wealth Advisors LLC now owns 1,639 shares of the company’s stock valued at $304,000 after buying an additional 55 shares during the period. Lifestyle Asset Management Inc. boosted its stake in shares of Johnson & Johnson by 3.4% in the third quarter. Lifestyle Asset Management Inc. now owns 1,683 shares of the company’s stock valued at $312,000 after buying an additional 56 shares in the last quarter. Finally, Wynn Capital LLC grew its holdings in Johnson & Johnson by 0.4% during the third quarter. Wynn Capital LLC now owns 15,930 shares of the company’s stock worth $2,954,000 after acquiring an additional 57 shares during the period. Institutional investors and hedge funds own 69.55% of the company’s stock.

Trending Headlines about Johnson & Johnson

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

• Positive Sentiment: Q4 revenue beat and 2026 guidance above consensus — management raised FY2026 sales and EPS targets, signaling mid‑single‑digit organic growth and margin improvement. Johnson & Johnson reports Q4 and Full-Year 2025 results
• Positive Sentiment: MedTech and oncology drove top‑line strength (MedTech up mid‑single digits; strong Darzalex and other cancer drug growth), supporting the company’s revenue trajectory beyond STELARA. Johnson & Johnson Says Product Launches, Regulatory Approvals Drive Growth
• Positive Sentiment: Technicals and analyst sentiment remain constructive — MarketBeat highlights a trend‑following buy signal and rising analyst price targets, which could limit downside and support future upside. Johnson & Johnson Quietly Triggers a Trend Following Buy Signal
• Neutral Sentiment: EPS outcome was mixed: adjusted EPS roughly in line (small beat vs. some consensus figures) and margins broadly as expected — solid but not overpowering enough to eliminate near‑term concerns. Johnson & Johnson (JNJ) Tops Q4 Earnings and Revenue Estimates
• Negative Sentiment: Talc litigation advanced this week as plaintiffs cleared a key expert testimony hurdle — a reminder of legacy legal risk that can create episodic share pressure and potential liabilities. Johnson & Johnson Talc Plaintiffs Clear Key Expert Testimony Hurdle
• Negative Sentiment: STELARA sales plunged after loss of exclusivity and biosimilar competition (material YOY decline), which is a sizable headwind given STELARA’s previous revenue contribution. That dynamic is a key reason shares traded down despite the beat. J&J Stock Down Despite Q4 Earnings Beat, Oncology Drugs Drive Sales
• Negative Sentiment: Company flagged a hit from a recent drug‑pricing deal with the administration (described as “hundreds of millions” of dollars), which tempers net profit upside and adds near‑term uncertainty. Johnson & Johnson forecasts 2026 profit above Wall Street estimates

Johnson & Johnson Stock Down 0.0%

JNJ opened at $218.12 on Thursday. The firm has a market cap of $525.52 billion, a P/E ratio of 21.05, a PEG ratio of 2.24 and a beta of 0.34. The business’s fifty day simple moving average is $207.39 and its 200 day simple moving average is $188.27. Johnson & Johnson has a 52 week low of $141.50 and a 52 week high of $220.11. The company has a quick ratio of 0.80, a current ratio of 1.07 and a debt-to-equity ratio of 0.50.

Johnson & Johnson (NYSE:JNJ) last announced its earnings results on Wednesday, January 21st. The company reported $2.46 earnings per share for the quarter, meeting the consensus estimate of $2.46. Johnson & Johnson had a net margin of 27.26% and a return on equity of 32.73%. The firm had revenue of $24.56 billion during the quarter, compared to the consensus estimate of $24.14 billion. During the same quarter in the previous year, the company posted $2.04 EPS. The firm’s revenue for the quarter was up 9.1% on a year-over-year basis. Johnson & Johnson has set its FY 2026 guidance at 11.430-11.630 EPS. As a group, equities research analysts anticipate that Johnson & Johnson will post 10.58 EPS for the current fiscal year.

Johnson & Johnson Announces Dividend

The company also recently disclosed a quarterly dividend, which will be paid on Tuesday, March 10th. Investors of record on Tuesday, February 24th will be paid a dividend of $1.30 per share. The ex-dividend date of this dividend is Tuesday, February 24th. This represents a $5.20 annualized dividend and a dividend yield of 2.4%. Johnson & Johnson’s dividend payout ratio is presently 50.19%.

Wall Street Analyst Weigh In

Several brokerages have commented on JNJ. HSBC restated a “buy” rating and set a $240.00 target price on shares of Johnson & Johnson in a research report on Wednesday, December 10th. Bank of America raised their price objective on shares of Johnson & Johnson from $204.00 to $220.00 and gave the company a “neutral” rating in a research note on Monday, December 15th. Stifel Nicolaus upped their target price on shares of Johnson & Johnson from $165.00 to $190.00 and gave the stock a “hold” rating in a research report on Wednesday, October 15th. BMO Capital Markets reiterated an “outperform” rating on shares of Johnson & Johnson in a research report on Thursday, December 11th. Finally, Weiss Ratings reaffirmed a “buy (b)” rating on shares of Johnson & Johnson in a report on Friday, October 31st. Three analysts have rated the stock with a Strong Buy rating, fifteen have assigned a Buy rating and nine have given a Hold rating to the company’s stock. According to data from MarketBeat.com, the stock presently has an average rating of “Moderate Buy” and an average price target of $213.33.

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.