Johnson & Johnson $JNJ Shares Acquired by Hamilton Wealth LLC

Hamilton Wealth LLC grew its position in shares of Johnson & Johnson (NYSE:JNJ) by 226.8% in the 1st quarter, Holdings Channel.com reports. The firm owned 3,663 shares of the company’s stock after buying an additional 2,542 shares during the period. Hamilton Wealth LLC’s holdings in Johnson & Johnson were worth $895,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

A number of other hedge funds have also recently added to or reduced their stakes in JNJ. Auto Owners Insurance Co increased its holdings in Johnson & Johnson by 22,225.6% in the fourth quarter. Auto Owners Insurance Co now owns 69,419,308 shares of the company’s stock valued at $1,436,633,000 after buying an additional 69,108,368 shares in the last quarter. Norges Bank purchased a new stake in shares of Johnson & Johnson during the 4th quarter worth about $6,924,523,000. Capital World Investors acquired a new stake in shares of Johnson & Johnson during the 4th quarter valued at about $2,005,942,000. Diamant Asset Management Inc. grew its position in shares of Johnson & Johnson by 24,436.5% during the 1st quarter. Diamant Asset Management Inc. now owns 4,473,008 shares of the company’s stock valued at $109,338,000 after acquiring an additional 4,454,778 shares during the period. Finally, Vanguard Group Inc. increased its stake in shares of Johnson & Johnson by 1.6% in the 4th quarter. Vanguard Group Inc. now owns 240,349,660 shares of the company’s stock valued at $49,740,362,000 after purchasing an additional 3,731,074 shares in the last quarter. 69.55% of the stock is owned by hedge funds and other institutional investors.

Johnson & Johnson News Summary

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

• Positive Sentiment: Expansion into next-generation oncology. J&J completed its $1 billion cash acquisition of Firefly Bio, gaining the Firelink™ degrader antibody conjugate platform. The technology is intended to support targeted treatments for difficult solid tumors, including KRAS-driven cancers, and strengthens the company’s long-term oncology pipeline. Firefly Bio acquisition article
• Positive Sentiment: Strategic collaboration adds autoimmune-disease potential. J&J agreed to work with Sail Biomedicines on in vivo CAR-T therapies designed to reset the immune system and treat immune-mediated diseases. The agreement includes $785 million in initial payments and an exclusive option to acquire Sail for $2.58 billion, giving J&J access to a potentially transformative platform. Wall Street Journal Sail collaboration article
• Positive Sentiment: Operating momentum remains solid. J&J’s latest quarterly results exceeded analyst expectations, with revenue up 6.6% year over year to $25.31 billion and earnings per share of $2.90 versus a $2.84 consensus estimate. Analysts also raised some longer-term earnings forecasts, suggesting confidence in the underlying business. Johnson & Johnson earnings information
• Neutral Sentiment: Talc settlement may reduce legal uncertainty. J&J’s proposed payment of up to $5.5 billion would address roughly 76,000 ovarian-cancer claims, potentially removing a major litigation overhang. However, the agreement requires at least 95% claimant participation and does not eliminate all future litigation risk. Reuters talc litigation article
• Negative Sentiment: 2026 profit forecast was lowered. J&J cited the combined financial impact of the Firefly acquisition and Sail agreement when reducing its 2026 profit forecast. The lower near-term earnings outlook appears to be the most direct reason for investor caution today, despite the deals’ potential long-term strategic value. Reuters profit forecast article

Wall Street Analysts Forecast Growth

A number of research firms have recently commented on JNJ. Daiwa Securities Group boosted their price objective on Johnson & Johnson from $237.00 to $246.00 and gave the company an “outperform” rating in a research report on Thursday, April 16th. Argus set a $300.00 price objective on shares of Johnson & Johnson in a report on Wednesday. Wall Street Zen raised Johnson & Johnson from a “hold” rating to a “buy” rating in a research note on Saturday, July 18th. Barclays lifted their price target on shares of Johnson & Johnson from $234.00 to $255.00 and gave the company an “equal weight” rating in a research report on Wednesday, April 15th. Finally, Sanford C. Bernstein upped their target price on shares of Johnson & Johnson from $225.00 to $251.00 and gave the company a “market perform” rating in a research report on Wednesday, April 15th. One investment analyst has rated the stock with a Strong Buy rating, eighteen have assigned a Buy rating and six have assigned a Hold rating to the company. According to MarketBeat, Johnson & Johnson presently has a consensus rating of “Moderate Buy” and a consensus price target of $266.39.

Johnson & Johnson Trading Down 0.4%

Shares of NYSE:JNJ opened at $265.71 on Thursday. The company has a market cap of $640.34 billion, a PE ratio of 30.79, a P/E/G ratio of 2.53 and a beta of 0.24. The company has a current ratio of 1.09, a quick ratio of 0.81 and a debt-to-equity ratio of 0.44. The company’s 50 day moving average is $244.93 and its two-hundred day moving average is $237.82. Johnson & Johnson has a 52 week low of $164.23 and a 52 week high of $274.90.

Johnson & Johnson (NYSE:JNJ) last released its quarterly earnings data on Wednesday, July 15th. The company reported $2.90 EPS for the quarter, beating analysts’ consensus estimates of $2.84 by $0.06. The business had revenue of $25.31 billion for the quarter, compared to the consensus estimate of $25.06 billion. Johnson & Johnson had a return on equity of 32.42% and a net margin of 21.48%.The business’s revenue for the quarter was up 6.6% on a year-over-year basis. During the same quarter in the prior year, the business posted $2.77 EPS. Johnson & Johnson has set its FY 2026 guidance at 11.600-11.750 EPS. Equities analysts predict that Johnson & Johnson will post 11.68 earnings per share for the current fiscal year.

Johnson & Johnson Dividend Announcement

The company also recently disclosed a quarterly dividend, which will be paid on Tuesday, September 8th. Shareholders of record on Tuesday, August 25th will be issued a dividend of $1.34 per share. The ex-dividend date of this dividend is Tuesday, August 25th. This represents a $5.36 annualized dividend and a dividend yield of 2.0%. Johnson & Johnson’s dividend payout ratio (DPR) is presently 62.11%.

Insider Buying and Selling

In related news, EVP Vanessa Broadhurst sold 23,054 shares of the firm’s stock in a transaction dated Monday, July 20th. The stock was sold at an average price of $251.27, for a total transaction of $5,792,778.58. Following the transaction, the executive vice president owned 23,003 shares of the company’s stock, valued at $5,779,963.81. This trade represents a 50.06% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which is available through this link. Also, EVP Kathryn E. Wengel sold 10,000 shares of the business’s stock in a transaction that occurred on Thursday, June 11th. The shares were 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 directly owned 114,288 shares in the company, valued at approximately $27,560,551.20. The trade was a 8.05% decrease in their position. The disclosure for this sale is available in the SEC filing. Company insiders own 0.16% of the company’s stock.

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.