Chilton Capital Management LLC Boosts Holdings in Johnson & Johnson $JNJ

Chilton Capital Management LLC increased its holdings in shares of Johnson & Johnson (NYSE:JNJ) by 44.0% during the third quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The firm owned 22,624 shares of the company’s stock after acquiring an additional 6,908 shares during the period. Chilton Capital Management LLC’s holdings in Johnson & Johnson were worth $4,195,000 as of its most recent SEC filing.

Several other hedge funds and other institutional investors have also recently made changes to their positions in JNJ. Evolution Wealth Management Inc. acquired a new position in shares of Johnson & Johnson during the 2nd quarter worth $27,000. Clayton Financial Group LLC acquired a new position in Johnson & Johnson during the third quarter worth about $28,000. Semmax Financial Advisors Inc. lifted its holdings in shares of Johnson & Johnson by 55.0% in the second quarter. Semmax Financial Advisors Inc. now owns 203 shares of the company’s stock valued at $31,000 after purchasing an additional 72 shares in the last quarter. GFG Capital LLC acquired a new stake in shares of Johnson & Johnson in the second quarter valued at approximately $35,000. Finally, Signature Resources Capital Management LLC increased its stake in shares of Johnson & Johnson by 262.9% during the 3rd quarter. Signature Resources Capital Management LLC now owns 254 shares of the company’s stock worth $47,000 after purchasing an additional 184 shares in the last quarter. Institutional investors and hedge funds own 69.55% of the company’s stock.

Johnson & Johnson Trading Up 1.5%

NYSE:JNJ opened at $227.86 on Thursday. Johnson & Johnson has a one year low of $141.50 and a one year high of $228.57. The business’s 50-day simple moving average is $209.77 and its 200 day simple moving average is $190.58. 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 has a market cap of $548.99 billion, a price-to-earnings ratio of 20.62, a price-to-earnings-growth ratio of 2.18 and a beta of 0.34.

Johnson & Johnson (NYSE:JNJ) last issued its earnings results on Wednesday, January 21st. The company reported $2.46 earnings per share (EPS) for the quarter, meeting analysts’ consensus estimates of $2.46. Johnson & Johnson had a net margin of 28.46% and a return on equity of 33.34%. The business 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 business posted $2.04 EPS. The company’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, sell-side analysts predict that Johnson & Johnson will post 10.58 earnings per share for the current fiscal year.

Johnson & Johnson Dividend Announcement

The firm also recently declared a quarterly dividend, which will be paid on Tuesday, March 10th. Stockholders of record on Tuesday, February 24th will be given a $1.30 dividend. This represents a $5.20 dividend on an annualized basis and a dividend yield of 2.3%. The ex-dividend date is Tuesday, February 24th. Johnson & Johnson’s dividend payout ratio (DPR) is presently 47.06%.

More Johnson & Johnson News

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

Analyst Ratings Changes

JNJ has been the topic of a number of analyst reports. HSBC reissued a “buy” rating and issued a $240.00 price objective on shares of Johnson & Johnson in a research report on Wednesday, December 10th. TD Cowen raised their price objective on Johnson & Johnson from $222.00 to $250.00 and gave the stock a “buy” rating in a report on Thursday, January 22nd. Royal Bank Of Canada set a $240.00 target price on Johnson & Johnson in a research note on Wednesday, December 17th. Barclays raised their price target on Johnson & Johnson from $197.00 to $217.00 and gave the stock an “equal weight” rating in a research note on Tuesday, December 30th. Finally, Wall Street Zen raised shares of Johnson & Johnson from a “hold” rating to a “buy” rating in a research report on Sunday. One investment analyst has rated the stock with a Strong Buy rating, seventeen have assigned a Buy rating and eight have issued a Hold rating to the company. According to data from MarketBeat.com, the stock has an average rating of “Moderate Buy” and an average price target of $230.36.

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.