4,192 Shares in Johnson & Johnson $JNJ Acquired by Clarendon Private LLC

Clarendon Private LLC bought a new stake in shares of Johnson & Johnson (NYSE:JNJ) during the 3rd quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The firm bought 4,192 shares of the company’s stock, valued at approximately $777,000.

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

Key Stories Impacting Johnson & Johnson

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

• Positive Sentiment: Q4 beat and 2026 sales guidance — J&J reported a revenue beat for Q4 and set 2026 sales guidance of $100–$101 billion, citing growth in Innovative Medicines and MedTech that offsets Stelara LOE; management also provided FY‑2026 EPS guidance (11.43–11.63), which pulled forward street expectations and supports the stock. Should You Stay Invested in J&J Stock After Q4 Beat & Solid Guidance?
• Positive Sentiment: Company reiterates $100B+ 2026 sales target — Management emphasized accelerating growth in both pharmaceutical and MedTech segments on the earnings call, reinforcing the revenue target and giving investors more confidence in forward growth. J&J Targets $100B+ Sales in 2026 as Growth Accelerates in Both Units
• Positive Sentiment: FDA approval expands oncology franchise — The FDA approved DARZALEX FASPRO in a D‑VRd quadruplet regimen for newly diagnosed multiple myeloma patients who are transplant‑ineligible, marking another label expansion that strengthens J&J’s oncology footprint and recurring revenue potential. DARZALEX FASPRO®-based quadruplet regimen approved in the US
• Positive Sentiment: Analysts turn bullish and lift price targets — Firms including Guggenheim raised their outlook/price targets (example: PT to $240) and coverage commentary has trended bullish after the Q4 print and guide, which supports continued upside. Guggenheim Lifts Johnson & Johnson (JNJ) Outlook After Solid Q4 and 2026 Guide Johnson & Johnson Stock Forecast: Trending Bullish Among Analysts
• Neutral Sentiment: Unusual options activity — Traders bought ~37,990 call options (≈23% above typical daily call volume); this shows speculative/positioning interest but is not definitive about long‑term direction.
• Neutral Sentiment: Corporate philanthropy announced — J&J marked $100M of MedTech product donations since 2020, which is positive for ESG perception but unlikely to move fundamentals in the near term. Johnson & Johnson Marks $100 Million of MedTech Products Donated
• Negative Sentiment: Policy/regulatory cost risks — Coverage notes that potential policy/price‑control headwinds could increase costs or pressure pricing in parts of J&J’s business, a risk investors should watch that could temper margins or growth over time. JNJ Delivers Strong 2026 Guidance Even as Policy Costs Loom

Wall Street Analysts Forecast Growth

JNJ has been the topic of a number of recent analyst reports. Leerink Partners upped their price target on Johnson & Johnson from $201.00 to $232.00 and gave the stock a “market perform” rating in a research report on Thursday, January 22nd. Weiss Ratings reaffirmed a “buy (b)” rating on shares of Johnson & Johnson in a research report on Friday, October 31st. Royal Bank Of Canada set a $240.00 price target on Johnson & Johnson in a research note on Wednesday, December 17th. Wells Fargo & Company boosted their price target on Johnson & Johnson from $230.00 to $240.00 and gave the stock an “overweight” rating in a research note on Thursday, January 22nd. Finally, The Goldman Sachs Group reaffirmed a “buy” rating and issued a $250.00 price objective on shares of Johnson & Johnson in a research report on Thursday, January 22nd. One investment analyst has rated the stock with a Strong Buy rating, seventeen have given a Buy rating and eight have issued a Hold rating to the company’s stock. According to MarketBeat.com, Johnson & Johnson has a consensus rating of “Moderate Buy” and an average target price of $230.36.

Johnson & Johnson Stock Up 1.5%

Shares of JNJ stock opened at $227.86 on Thursday. Johnson & Johnson has a fifty-two week low of $141.50 and a fifty-two week high of $228.57. The firm has a market capitalization of $548.99 billion, a PE ratio of 20.62, a P/E/G ratio of 2.18 and a beta of 0.34. The company has a debt-to-equity ratio of 0.50, a quick ratio of 0.80 and a current ratio of 1.07. The stock’s 50-day simple moving average is $209.77 and its 200-day simple moving average is $190.58.

Johnson & Johnson (NYSE:JNJ) last issued its earnings results on Wednesday, January 21st. The company reported $2.46 EPS for the quarter, meeting analysts’ consensus estimates of $2.46. Johnson & Johnson had a return on equity of 33.34% and a net margin of 28.46%.The firm had revenue of $24.56 billion for the quarter, compared to analyst estimates of $24.14 billion. During the same quarter in the prior year, the firm earned $2.04 earnings per share. Johnson & Johnson’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. Equities analysts expect that Johnson & Johnson will post 10.58 earnings per share for the current year.

Johnson & Johnson Dividend Announcement

The firm also recently announced a quarterly dividend, which will be paid on Tuesday, March 10th. Investors of record on Tuesday, February 24th will be issued a dividend of $1.30 per share. This represents a $5.20 annualized dividend and a dividend yield of 2.3%. The ex-dividend date of this dividend is Tuesday, February 24th. Johnson & Johnson’s dividend payout ratio (DPR) is 47.06%.

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.