Johnson & Johnson $JNJ Shares Purchased by Warren Street Wealth Advisors LLC

Warren Street Wealth Advisors LLC increased its position in Johnson & Johnson (NYSE:JNJ) by 2,174.7% in the first quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 29,548 shares of the company’s stock after acquiring an additional 28,249 shares during the period. Johnson & Johnson makes up about 1.8% of Warren Street Wealth Advisors LLC’s portfolio, making the stock its 14th biggest holding. Warren Street Wealth Advisors LLC’s holdings in Johnson & Johnson were worth $7,223,000 at the end of the most recent reporting period.

Other institutional investors and hedge funds also recently added to or reduced their stakes in the company. Sierra Capital LLC boosted its position in Johnson & Johnson by 0.5% in the fourth quarter. Sierra Capital LLC now owns 8,144 shares of the company’s stock valued at $1,685,000 after buying an additional 41 shares during the last quarter. Beaird Harris Wealth Management LLC increased its holdings in Johnson & Johnson by 1.8% in the 4th quarter. Beaird Harris Wealth Management LLC now owns 2,422 shares of the company’s stock worth $501,000 after buying an additional 42 shares during the period. Broadleaf Partners LLC raised its position in Johnson & Johnson by 0.6% during the 4th quarter. Broadleaf Partners LLC now owns 7,348 shares of the company’s stock worth $1,521,000 after buying an additional 43 shares during the last quarter. Jessup Wealth Management Inc lifted its stake in Johnson & Johnson by 0.6% during the 4th quarter. Jessup Wealth Management Inc now owns 7,574 shares of the company’s stock valued at $1,567,000 after acquiring an additional 44 shares during the period. Finally, Plancorp LLC lifted its stake in Johnson & Johnson by 0.3% during the 4th quarter. Plancorp LLC now owns 15,889 shares of the company’s stock valued at $3,288,000 after acquiring an additional 45 shares during the period. Institutional investors and hedge funds own 69.55% of the company’s stock.

Johnson & Johnson Stock Performance

JNJ opened at $239.66 on Wednesday. The firm has a fifty day moving average price of $230.44 and a 200 day moving average price of $228.67. Johnson & Johnson has a 1 year low of $150.73 and a 1 year high of $251.71. The stock has a market cap of $576.91 billion, a P/E ratio of 27.71, a P/E/G ratio of 2.27 and a beta of 0.26. The company has a debt-to-equity ratio of 0.46, a current ratio of 1.03 and a quick ratio of 0.77.

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

Johnson & Johnson Increases Dividend

The firm also recently declared a quarterly dividend, which was paid on Tuesday, June 9th. Investors of record on Tuesday, May 26th were paid a $1.34 dividend. The ex-dividend date was Tuesday, May 26th. This represents a $5.36 annualized dividend and a dividend yield of 2.2%. This is a boost from Johnson & Johnson’s previous quarterly dividend of $1.30. Johnson & Johnson’s dividend payout ratio (DPR) is presently 61.97%.

Wall Street Analysts Forecast Growth

A number of analysts have recently weighed in on the stock. Daiwa Securities Group increased their price objective on shares of Johnson & Johnson from $237.00 to $246.00 and gave the stock an “outperform” rating in a research note on Thursday, April 16th. Argus upped their price target on shares of Johnson & Johnson from $240.00 to $275.00 and gave the company a “buy” rating in a report on Thursday, April 16th. Stifel Nicolaus increased their price target on Johnson & Johnson from $220.00 to $250.00 and gave the stock a “hold” rating in a research report on Wednesday, April 15th. Morgan Stanley set a $283.00 price objective on Johnson & Johnson in a report on Wednesday, April 15th. Finally, Raymond James Financial upped their target price on Johnson & Johnson from $237.00 to $258.00 and gave the stock an “outperform” rating in a research note on Wednesday, April 15th. Twenty equities research analysts have rated the stock with a Buy rating and seven have issued a Hold rating to the stock. According to MarketBeat, the company currently has a consensus rating of “Moderate Buy” and an average target price of $253.04.

Johnson & Johnson News Summary

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

• Positive Sentiment: Johnson & Johnson reported encouraging mid-June clinical and product updates, including strong TALVEY combination data in relapsed/refractory multiple myeloma, positive Phase 2/3 ENERGY results for IMAAVY in warm autoimmune hemolytic anemia, and wider U.S. availability of its TECNIS PureSee lens. These developments support the company’s growth narrative in oncology, rare disease and medtech. Article: How Oncology, Rare Disease and MedTech Wins At Johnson & Johnson (JNJ) Has Changed Its Investment Story
• Positive Sentiment: The company is investing more than $1 billion to expand its Jacksonville, Florida vision manufacturing, packaging and distribution footprint, part of a broader $55 billion U.S. manufacturing and R&D push. Investors may view the expansion as a sign of long-term confidence in demand and domestic supply-chain strength. Article: Johnson & Johnson (JNJ) Is Spending More Than $1 Billion On Jacksonville Vision Expansion
• Neutral Sentiment: Additional coverage highlighted the same U.S. manufacturing investment strategy and suggested it could strengthen Johnson & Johnson’s Vision business, but the article did not add materially new financial details beyond the announced expansion. Article: How Johnson & Johnson (JNJ) Is Using U.S. Manufacturing Investment to Strengthen Its Vision Business
• Neutral Sentiment: Several third-party opinion pieces reiterated Johnson & Johnson as a defensive, high-quality healthcare holding, which may support investor sentiment but did not introduce new company-specific catalysts. Article: How Johnson & Johnson (JNJ) Is Using U.S. Manufacturing Investment to Strengthen Its Vision Business
• Neutral Sentiment: Analyst-style commentary also framed J&J as an attractive portfolio stock, but this was largely a valuation/quality argument rather than a fresh operational driver. Article: Johnson & Johnson: An Excellent Portfolio Option To Barbell AI, Initiate Buy Rating

Insiders Place Their Bets

In related news, EVP Kathryn E. Wengel sold 10,000 shares of the company’s stock in a transaction dated Thursday, June 11th. The stock was sold at an average price of $241.15, for a total value of $2,411,500.00. Following the completion of the transaction, the executive vice president owned 114,288 shares of the company’s stock, valued at approximately $27,560,551.20. This represents a 8.05% decrease in their position. The transaction was disclosed in a document filed with the SEC, which can be accessed through this hyperlink. Insiders own 0.16% of the company’s stock.

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.