Dorato Capital Management bought a new position in shares of Johnson & Johnson (NYSE:JNJ – Free Report) in the 4th quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The fund bought 9,408 shares of the company’s stock, valued at approximately $2,056,000. Johnson & Johnson makes up 1.6% of Dorato Capital Management’s holdings, making the stock its 13th biggest position.
A number of other institutional investors have also added to or reduced their stakes in JNJ. Earned Wealth Advisors LLC raised its holdings in shares of Johnson & Johnson by 29.3% in the 4th quarter. Earned Wealth Advisors LLC now owns 6,086 shares of the company’s stock valued at $1,260,000 after acquiring an additional 1,379 shares in the last quarter. Abacus Planning Group Inc. grew its holdings in shares of Johnson & Johnson by 6.6% during the fourth quarter. Abacus Planning Group Inc. now owns 11,146 shares of the company’s stock worth $2,307,000 after purchasing an additional 687 shares in the last quarter. Augustine Asset Management Inc. increased its position in shares of Johnson & Johnson by 2.7% in the fourth quarter. Augustine Asset Management Inc. now owns 3,670 shares of the company’s stock worth $760,000 after purchasing an additional 95 shares during the last quarter. HF Advisory Group LLC increased its position in shares of Johnson & Johnson by 305.9% in the fourth quarter. HF Advisory Group LLC now owns 19,887 shares of the company’s stock worth $4,116,000 after purchasing an additional 14,987 shares during the last quarter. Finally, Crew Capital Management Ltd raised its stake in Johnson & Johnson by 9.3% in the fourth quarter. Crew Capital Management Ltd now owns 5,544 shares of the company’s stock valued at $1,147,000 after purchasing an additional 473 shares in the last quarter. 69.55% of the stock is currently owned by institutional investors.
Wall Street Analysts Forecast Growth
A number of equities analysts have commented on JNJ shares. Weiss Ratings reissued a “buy (b)” rating on shares of Johnson & Johnson in a research note on Wednesday, January 28th. Scotiabank reaffirmed an “outperform” rating on shares of Johnson & Johnson in a report on Thursday, January 22nd. Wells Fargo & Company upped their target price on shares of Johnson & Johnson from $230.00 to $240.00 and gave the stock an “overweight” rating in a research report on Thursday, January 22nd. Loop Capital set a $220.00 target price on Johnson & Johnson in a research note on Tuesday, January 27th. Finally, Morgan Stanley set a $253.00 price target on Johnson & Johnson in a research report on Wednesday, March 18th. One research analyst has rated the stock with a Strong Buy rating, seventeen have assigned a Buy rating and nine have given a Hold rating to the company’s stock. According to data from MarketBeat, the stock has an average rating of “Moderate Buy” and a consensus price target of $236.91.
Insider Activity
In related news, EVP Timothy Schmid sold 1,322 shares of the stock in a transaction dated Friday, February 20th. The stock was sold at an average price of $245.66, for a total transaction of $324,762.52. Following the completion of the sale, the executive vice president directly owned 25,447 shares in the company, valued at $6,251,310.02. This represents a 4.94% decrease in their position. The sale was disclosed in a legal filing with the SEC, which is available through this link. Also, EVP Vanessa Broadhurst sold 6,197 shares of the firm’s stock in a transaction that occurred on Tuesday, February 17th. The stock was sold at an average price of $243.39, for a total value of $1,508,287.83. Following the transaction, the executive vice president owned 23,003 shares in the company, valued at approximately $5,598,700.17. The trade was a 21.22% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Over the last 90 days, insiders have sold 30,142 shares of company stock valued at $7,360,528. Company insiders own 0.16% of the company’s stock.
Johnson & Johnson Trading Down 0.0%
JNJ stock opened at $242.93 on Friday. The company has a market capitalization of $585.11 billion, a PE ratio of 21.98, a price-to-earnings-growth ratio of 2.41 and a beta of 0.34. The company has a debt-to-equity ratio of 0.48, a quick ratio of 0.77 and a current ratio of 1.03. Johnson & Johnson has a one year low of $141.50 and a one year high of $251.71. The company’s 50 day moving average price is $239.86 and its two-hundred day moving average price is $213.00.
Johnson & Johnson (NYSE:JNJ – Get Free Report) last released its earnings results on Saturday, January 31st. The company reported $2.46 EPS for the quarter. The company had revenue of $24.28 billion for the quarter. Johnson & Johnson had a net margin of 28.46% and a return on equity of 33.04%. As a group, analysts predict that Johnson & Johnson will post 10.58 earnings per share for the current fiscal year.
Johnson & Johnson News Roundup
Here are the key news stories impacting Johnson & Johnson this week:
- Positive Sentiment: Royalty Pharma signed a $500M R&D deal with J&J to support an experimental autoimmune antibody — a meaningful near‑term collaboration and capital inflow that supports JNJ’s pipeline value. Royalty Pharma, Johnson & Johnson Strike $500M Autoimmune Drug Deal
- Positive Sentiment: New randomized controlled trial data presented at ACC 2026 and published in JACC bolster JNJ’s pharma/MedTech credibility — supports revenue upside from adoption of cardiovascular products. Why Johnson & Johnson (JNJ) Is One of the Best Pharma Stocks to Invest in Now
- Positive Sentiment: Analysts and dividend trackers expect J&J to announce another dividend increase in April, reinforcing its income profile for income‑oriented investors. 7 Dividend Increases Expected In April 2026
- Neutral Sentiment: JNJ has become a trending stock on retail/analysis platforms, increasing attention and trading flows but not necessarily changing fundamentals. Johnson & Johnson (JNJ) Is a Trending Stock: Facts to Know Before Betting on It
- Neutral Sentiment: JNJ’s history of earnings beats and solid margins keeps expectations elevated; investors will watch the next report closely for confirmation. Will Johnson & Johnson (JNJ) Beat Estimates Again in Its Next Earnings Report?
- Negative Sentiment: MedTech preview notes China weakness as a potential headwind for Q1 MedTech revenue — regional softness could pressure sales versus expectations. JNJ Q1 MedTech Preview: Key Drivers and China Headwinds to Watch
- Negative Sentiment: After a ~61% one‑year rally, some outlets question valuation and whether upside is limited from current levels — valuation concerns can amplify selling on weakness. Is It Too Late To Consider Johnson & Johnson (JNJ) After Its 61% One-Year Surge?
- Negative Sentiment: Bridgewater’s Ray Dalio trimming his JNJ stake was reported — large-manager trimming can be read negatively by some investors even if position sizes are modest. Johnson & Johnson (JNJ): Billionaire Ray Dalio Trims Position
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.
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