2,808 Shares in Johnson & Johnson $JNJ Purchased by Dara Capital US Inc.

Dara Capital US Inc. purchased a new position in Johnson & Johnson (NYSE:JNJ) during the fourth quarter, according to its most recent Form 13F filing with the SEC. The fund purchased 2,808 shares of the company’s stock, valued at approximately $581,000.

Several other hedge funds and other institutional investors have also added to or reduced their stakes in the business. Wellington Management Group LLP raised its position in shares of Johnson & Johnson by 3.8% during the third quarter. Wellington Management Group LLP now owns 25,832,777 shares of the company’s stock valued at $4,789,914,000 after buying an additional 956,239 shares during the last quarter. Bank of New York Mellon Corp boosted its position in shares of Johnson & Johnson by 3.5% during the third quarter. Bank of New York Mellon Corp now owns 24,637,649 shares of the company’s stock worth $4,568,313,000 after acquiring an additional 835,146 shares during the last quarter. Legal & General Group Plc grew its stake in Johnson & Johnson by 2.8% during the third quarter. Legal & General Group Plc now owns 19,450,064 shares of the company’s stock valued at $3,606,431,000 after acquiring an additional 532,790 shares in the last quarter. Amundi increased its holdings in Johnson & Johnson by 19.3% in the 3rd quarter. Amundi now owns 13,354,936 shares of the company’s stock valued at $2,512,719,000 after acquiring an additional 2,163,838 shares during the last quarter. Finally, Raymond James Financial Inc. increased its holdings in Johnson & Johnson by 7.3% in the 3rd quarter. Raymond James Financial Inc. now owns 10,137,651 shares of the company’s stock valued at $1,879,718,000 after acquiring an additional 690,887 shares during the last quarter. 69.55% of the stock is currently owned by institutional investors.

Analyst Upgrades and Downgrades

Several research analysts have commented on the stock. UBS Group reissued a “buy” rating on shares of Johnson & Johnson in a report on Monday, January 5th. Leerink Partners lifted their target price on Johnson & Johnson from $232.00 to $252.00 and gave the stock a “market perform” rating in a report on Wednesday. Royal Bank Of Canada reissued an “outperform” rating and set a $265.00 price target on shares of Johnson & Johnson in a research note on Wednesday. Raymond James Financial raised their price target on Johnson & Johnson from $237.00 to $258.00 and gave the company an “outperform” rating in a report on Wednesday. Finally, Weiss Ratings reaffirmed a “buy (b)” rating on shares of Johnson & Johnson in a report on Wednesday, January 28th. One research analyst has rated the stock with a Strong Buy rating, seventeen have assigned a Buy rating and nine have assigned a Hold rating to the stock. According to data from MarketBeat, Johnson & Johnson presently has an average rating of “Moderate Buy” and a consensus price target of $248.17.

Johnson & Johnson Stock Performance

Shares of NYSE:JNJ opened at $238.59 on Thursday. The company has a current ratio of 1.03, a quick ratio of 0.77 and a debt-to-equity ratio of 0.48. Johnson & Johnson has a 12 month low of $146.12 and a 12 month high of $251.71. The company has a market capitalization of $574.67 billion, a price-to-earnings ratio of 27.58, a PEG ratio of 2.40 and a beta of 0.34. The firm’s 50-day moving average is $241.67 and its 200 day moving average is $216.53.

Johnson & Johnson (NYSE:JNJ) last announced its quarterly earnings data on Tuesday, April 14th. The company reported $2.70 earnings per share (EPS) for the quarter, topping the consensus estimate of $2.68 by $0.02. The business had revenue of $24.06 billion during the quarter, compared to the consensus estimate of $23.60 billion. Johnson & Johnson had a net margin of 21.83% and a return on equity of 32.75%. The firm’s quarterly revenue was up 9.9% compared to the same quarter last year. During the same quarter last year, the firm earned $2.77 earnings per share. Johnson & Johnson has set its FY 2026 guidance at 11.450-11.650 EPS. Research analysts predict that Johnson & Johnson will post 10.58 EPS for the current year.

Johnson & Johnson Increases Dividend

The firm also recently disclosed a quarterly dividend, which will be paid on Tuesday, June 9th. Investors of record on Tuesday, May 26th will be issued a dividend of $1.34 per share. This represents a $5.36 dividend on an annualized basis and a yield of 2.2%. The ex-dividend date is Tuesday, May 26th. This is an increase from Johnson & Johnson’s previous quarterly dividend of $1.30. Johnson & Johnson’s dividend payout ratio (DPR) is presently 61.97%.

Insiders Place Their Bets

In other news, EVP Vanessa Broadhurst sold 6,197 shares of Johnson & Johnson stock in a transaction on Tuesday, February 17th. The stock was sold at an average price of $243.39, for a total transaction of $1,508,287.83. Following the completion of the sale, the executive vice president directly owned 23,003 shares in the company, valued at approximately $5,598,700.17. This trade represents a 21.22% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through this link. Also, EVP Timothy Schmid sold 22,623 shares of the business’s stock in a transaction on Wednesday, February 18th. The shares were sold at an average price of $244.33, for a total transaction of $5,527,477.59. Following the sale, the executive vice president directly owned 26,769 shares of the company’s stock, valued at $6,540,469.77. This represents a 45.80% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. In the last 90 days, insiders have sold 30,142 shares of company stock valued at $7,360,528. 0.16% of the stock is owned by company insiders.

Key Johnson & Johnson News

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

• Positive Sentiment: Q1 beat and raised full‑year outlook: JNJ reported $24.06B revenue and $2.70 EPS (above estimates) and raised FY‑2026 sales and EPS guidance, highlighting strong oncology and MedTech growth. Johnson & Johnson reports Q1 2026 results, raises 2026 outlook
• Positive Sentiment: Dividend hike reinforces income thesis: the board raised the quarterly payout to $1.34 (64th consecutive annual increase), which supports yield-focused investors. Johnson & Johnson Announces 64th Consecutive Year of Dividend Increase; Raises Quarterly Dividend by 3.1%
• Positive Sentiment: Broker support rising: several firms raised price targets (Goldman Sachs, Wells Fargo, Raymond James, JPMorgan, Bernstein, Leerink), reflecting analyst confidence after the quarter and creating potential upside. These Analysts Boost Their Forecasts On Johnson & Johnson Following Strong Q1 Results
• Neutral Sentiment: Investor access / upcoming presentation: management will host a fireside chat at the Bank of America Healthcare Conference (May 12) — a chance to get more color on 2026 growth drivers. Johnson & Johnson to Participate in the Bank of America 2026 Healthcare Conference
• Neutral Sentiment: Full transcripts and analyst takes are available — useful if you’re re‑evaluating forecasts or positioning before the conference. Johnson & Johnson (NYSE:JNJ) Q1 2026 Earnings Call Transcript
• Negative Sentiment: Market reaction / profit‑taking: despite the beat, the stock slipped as some investors viewed the sales guidance as modest and digested mixed signals — early selling pressure reflects profit‑taking and short‑term disappointment. Dow Jones’ J&J Slips Despite Beating First-Quarter Calls, Hiking Guidance
• Negative Sentiment: Legacy product headwinds: a steep decline in Stelara sales was noted by management and media, which offsets some of the new‑product gains and contributed to concerns about near‑term revenue mix and cash‑flow dynamics. J&J’s first-quarter profit beats estimates even as Stelara sales disappoint

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.