Hamilton Point Investment Advisors LLC Raises Position in Johnson & Johnson $JNJ

Hamilton Point Investment Advisors LLC increased its stake in Johnson & Johnson (NYSE:JNJ) by 6.7% in the first quarter, according to the company in its most recent disclosure with the SEC. The institutional investor owned 42,147 shares of the company’s stock after buying an additional 2,657 shares during the quarter. Johnson & Johnson comprises 1.6% of Hamilton Point Investment Advisors LLC’s portfolio, making the stock its 15th largest position. Hamilton Point Investment Advisors LLC’s holdings in Johnson & Johnson were worth $10,302,000 as of its most recent filing with the SEC.

Other hedge funds have also modified their holdings of the company. Blueline Advisors LLC acquired a new stake in Johnson & Johnson in the fourth quarter valued at approximately $25,000. Cresta Advisors Ltd. acquired a new position in shares of Johnson & Johnson during the fourth quarter worth $26,000. DecisionPoint Financial LLC lifted its position in shares of Johnson & Johnson by 104.2% during the fourth quarter. DecisionPoint Financial LLC now owns 147 shares of the company’s stock worth $30,000 after purchasing an additional 75 shares in the last quarter. Family CFO Inc purchased a new position in shares of Johnson & Johnson in the fourth quarter valued at $31,000. Finally, Bay Harbor Wealth Management LLC grew its holdings in Johnson & Johnson by 49.0% during the 4th quarter. Bay Harbor Wealth Management LLC now owns 149 shares of the company’s stock valued at $31,000 after purchasing an additional 49 shares in the last quarter. 69.55% of the stock is currently owned by hedge funds and other institutional investors.

Key Headlines Impacting Johnson & Johnson

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

• Positive Sentiment: Johnson & Johnson beat Q2 earnings and revenue estimates, showing solid demand and execution in its core business. J&J Stock Falls Despite Strong Q2 Beat & Higher 2026 View: Here’s Why
• Positive Sentiment: The company raised its 2026 guidance after the report, reinforcing confidence in its growth outlook and pipeline momentum. Johnson & Johnson Raises 2026 Outlook After Q2 Earnings Beat
• Positive Sentiment: Guggenheim reaffirmed its Buy rating and set a $270 price target, signaling continued analyst confidence. Benzinga article on Guggenheim rating reaffirmation
• Positive Sentiment: Some market commentary suggests the post-earnings pullback could be an opportunity to buy JNJ on strength after a run to 52-week highs. Why Johnson and Johnson’s Earnings Dip Looks Like a Buying Opportunity
• Neutral Sentiment: Investors are also digesting the full Q2 earnings call transcript and several commentary pieces framing the company’s growth beyond legacy drugs and its collaboration announcements. Full Transcript: Johnson & Johnson Q2 2026 Earnings Call
• Negative Sentiment: Despite the earnings beat, the stock fell because MedTech results missed expectations, creating concern that one important division is lagging behind the company’s otherwise solid performance. J&J Stock Falls Despite Strong Q2 Beat & Higher 2026 View: Here’s Why

Johnson & Johnson Stock Up 1.2%

NYSE:JNJ opened at $252.93 on Friday. The company has a market capitalization of $608.86 billion, a price-to-earnings ratio of 29.31, a price-to-earnings-growth ratio of 2.39 and a beta of 0.24. Johnson & Johnson has a one year low of $162.78 and a one year high of $269.43. The stock has a 50-day simple moving average of $239.82 and a 200 day simple moving average of $234.63. The company has a debt-to-equity ratio of 0.46, a quick ratio of 0.77 and a current ratio of 1.03.

Johnson & Johnson (NYSE:JNJ) last announced its quarterly earnings data on Wednesday, July 15th. The company reported $2.90 earnings per share (EPS) for the quarter, beating the consensus estimate of $2.84 by $0.06. Johnson & Johnson had a return on equity of 32.86% and a net margin of 21.48%.The firm had revenue of $25.31 billion for the quarter, compared to analysts’ expectations of $25.06 billion. During the same quarter in the prior year, the firm posted $2.77 earnings per share. Johnson & Johnson’s revenue for the quarter was up 6.6% compared to the same quarter last year. Johnson & Johnson has set its FY 2026 guidance at 11.600-11.750 EPS. Sell-side analysts predict that Johnson & Johnson will post 11.68 EPS for the current fiscal year.

Johnson & Johnson Dividend Announcement

The company also recently declared a quarterly dividend, which will be paid on Tuesday, September 8th. Investors of record on Tuesday, August 25th will be given a dividend of $1.34 per share. This represents a $5.36 annualized dividend and a dividend yield of 2.1%. The ex-dividend date of this dividend is Tuesday, August 25th. Johnson & Johnson’s dividend payout ratio is currently 62.11%.

Insider Activity

In related news, EVP Kathryn E. Wengel sold 10,000 shares of the firm’s stock in a transaction on Thursday, June 11th. The stock was sold at an average price of $241.15, for a total transaction of $2,411,500.00. Following the transaction, the executive vice president directly owned 114,288 shares in the company, valued at $27,560,551.20. This trade represents a 8.05% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which is available through this hyperlink. Corporate insiders own 0.16% of the company’s stock.

Analysts Set New Price Targets

Several equities research analysts recently issued reports on the stock. Citigroup lifted their price target on shares of Johnson & Johnson from $285.00 to $298.00 and gave the stock a “buy” rating in a research note on Wednesday, July 8th. Wells Fargo & Company lifted their price objective on Johnson & Johnson from $263.00 to $272.00 and gave the stock an “overweight” rating in a report on Thursday. Freedom Capital raised Johnson & Johnson from a “hold” rating to a “strong-buy” rating in a research report on Thursday. Johnson Rice upgraded Johnson & Johnson from an “outperform” rating to a “buy” rating and set a $280.00 target price for the company in a research note on Thursday. Finally, Barclays raised their price target on shares of Johnson & Johnson from $234.00 to $255.00 and gave the stock an “equal weight” rating in a research report on Wednesday, April 15th. One investment analyst has rated the stock with a Strong Buy rating, nineteen have assigned a Buy rating and six have issued a Hold rating to the stock. According to MarketBeat.com, the company currently has an average rating of “Moderate Buy” and a consensus price target of $265.30.

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.