L & S Advisors Inc Has $11.71 Million Holdings in Johnson & Johnson $JNJ

L & S Advisors Inc lifted its stake in Johnson & Johnson (NYSE:JNJ) by 38.5% in the fourth quarter, HoldingsChannel reports. The institutional investor owned 56,602 shares of the company’s stock after buying an additional 15,748 shares during the quarter. Johnson & Johnson makes up about 1.1% of L & S Advisors Inc’s holdings, making the stock its 21st biggest holding. L & S Advisors Inc’s holdings in Johnson & Johnson were worth $11,714,000 as of its most recent filing with the Securities and Exchange Commission.

A number of other hedge funds have also modified their holdings of the stock. Soltis Investment Advisors LLC raised its holdings in shares of Johnson & Johnson by 4.5% in the 4th quarter. Soltis Investment Advisors LLC now owns 58,690 shares of the company’s stock worth $12,146,000 after buying an additional 2,540 shares in the last quarter. Kinsale Capital Group Inc. increased its holdings in Johnson & Johnson by 4.1% during the 4th quarter. Kinsale Capital Group Inc. now owns 73,763 shares of the company’s stock valued at $15,265,000 after purchasing an additional 2,919 shares in the last quarter. Ranch Capital Advisors Inc. increased its holdings in Johnson & Johnson by 4.1% during the 4th quarter. Ranch Capital Advisors Inc. now owns 15,370 shares of the company’s stock valued at $3,181,000 after purchasing an additional 601 shares in the last quarter. ARS Investment Partners LLC increased its holdings in Johnson & Johnson by 15.7% during the 4th quarter. ARS Investment Partners LLC now owns 56,979 shares of the company’s stock valued at $11,792,000 after purchasing an additional 7,725 shares in the last quarter. Finally, iA Global Asset Management Inc. increased its holdings in Johnson & Johnson by 8.5% during the 4th quarter. iA Global Asset Management Inc. now owns 362,446 shares of the company’s stock valued at $75,008,000 after purchasing an additional 28,440 shares in the last quarter. 69.55% of the stock is owned by institutional investors and hedge funds.

Insiders Place Their Bets

In other news, EVP Timothy Schmid sold 22,623 shares of the firm’s stock in a transaction on Wednesday, February 18th. The stock was sold at an average price of $244.33, for a total value of $5,527,477.59. Following the transaction, the executive vice president directly owned 26,769 shares in the company, valued at $6,540,469.77. This trade represents a 45.80% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available at this link. Also, EVP Vanessa Broadhurst sold 6,197 shares of the firm’s stock in a transaction 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 completion of the transaction, the executive vice president owned 23,003 shares in the company, valued at $5,598,700.17. This represents a 21.22% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold a total of 30,142 shares of company stock worth $7,360,528 over the last quarter. Corporate insiders own 0.16% of the company’s stock.

Johnson & Johnson Stock Down 1.7%

Shares of JNJ opened at $226.81 on Friday. The firm has a market capitalization of $545.98 billion, a price-to-earnings ratio of 26.22, a PEG ratio of 2.22 and a beta of 0.27. The company has a debt-to-equity ratio of 0.46, a quick ratio of 0.77 and a current ratio of 1.03. The business’s fifty day moving average price is $235.13 and its two-hundred day moving average price is $221.79. Johnson & Johnson has a 52 week low of $149.04 and a 52 week high of $251.71.

Johnson & Johnson (NYSE:JNJ) last announced its quarterly earnings data on Tuesday, April 14th. The company reported $2.70 EPS for the quarter, beating analysts’ consensus estimates of $2.68 by $0.02. The firm had revenue of $24.06 billion for the quarter, compared to analyst estimates of $23.60 billion. Johnson & Johnson had a return on equity of 32.60% and a net margin of 21.83%.The business’s quarterly revenue was up 9.9% compared to the same quarter last year. During the same period last year, the company earned $2.77 EPS. Johnson & Johnson has set its FY 2026 guidance at 11.450-11.650 EPS. On average, analysts predict that Johnson & Johnson will post 11.57 earnings per share for the current year.

Johnson & Johnson Increases Dividend

The company also recently disclosed a quarterly dividend, which will be paid on Tuesday, June 9th. Shareholders of record on Tuesday, May 26th will be given a $1.34 dividend. This represents a $5.36 dividend on an annualized basis and a yield of 2.4%. The ex-dividend date is Tuesday, May 26th. This is a positive change from Johnson & Johnson’s previous quarterly dividend of $1.30. Johnson & Johnson’s dividend payout ratio is 60.12%.

Analyst Ratings Changes

JNJ has been the subject of a number of recent analyst reports. Rothschild & Co Redburn raised their price target on Johnson & Johnson from $180.00 to $210.00 and gave the company a “neutral” rating in a report on Thursday, February 19th. HSBC raised their price target on Johnson & Johnson from $265.00 to $280.00 and gave the company a “buy” rating in a report on Tuesday, March 17th. Sanford C. Bernstein raised their price target on Johnson & Johnson from $225.00 to $251.00 and gave the company a “market perform” rating in a report on Wednesday, April 15th. Wall Street Zen cut Johnson & Johnson from a “buy” rating to a “hold” rating in a report on Saturday, February 14th. Finally, Argus raised their price target on Johnson & Johnson from $240.00 to $275.00 and gave the company a “buy” rating in a report on Thursday, April 16th. Twenty investment analysts have rated the stock with a Buy rating and seven have issued a Hold rating to the stock. According to MarketBeat.com, Johnson & Johnson has an average rating of “Moderate Buy” and an average price target of $253.04.

Key Headlines Impacting Johnson & Johnson

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

• Positive Sentiment: Leerink Partners upgraded Johnson & Johnson (JNJ) to Outperform, which can help investor sentiment and suggests the firm sees more upside from current levels. Leerink Partners upgrades Johnson & Johnson (JNJ)
• Positive Sentiment: A new article says J&J’s story is shifting as newer drugs such as Icotyde, Inlexzo, Tecvayli and Tremfya gain attention, while a valuation update nudged fair value slightly higher. That points to continued pipeline progress as a key long-term driver. How The Story For Johnson & Johnson (JNJ) Is Shifting With New Drugs And Legal Twists
• Positive Sentiment: CAPLYTA data highlighted favorable efficacy and safety versus competing antipsychotics, reinforcing the value of J&J’s mental-health franchise and broader pipeline depth. CAPLYTA Data Highlights Johnson & Johnson Valuation And Mental Health Story
• Neutral Sentiment: MeiraGTx reported an asset purchase agreement with Johnson & Johnson for bota-vec, a transaction that appears more strategic than immediately material for earnings, but it shows J&J remains active in bolt-on pipeline deals. MeiraGTx Reports First Quarter 2026 Financial and Operational Results
• Neutral Sentiment: Recent bladder-cancer survey coverage reinforces the need for better therapies, which supports the market’s broader view that J&J’s oncology and urology pipeline could have room to grow, though the report itself does not change fundamentals immediately. Groundbreaking global survey captures the significant patient burden experienced with current standard-of-care bladder cancer treatments, underscoring urgency for continued innovation
• Negative Sentiment: Articles note Johnson & Johnson has been down since its last earnings report, indicating some investors remain cautious despite the company’s stable fundamentals and defensive profile. Why Is Johnson & Johnson (JNJ) Down 3.5% Since Last Earnings Report?

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.