Hamilton Wealth LLC Buys 2,542 Shares of Johnson & Johnson $JNJ

Hamilton Wealth LLC raised its stake in shares of Johnson & Johnson (NYSE:JNJ) by 226.8% during the first quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm owned 3,663 shares of the company’s stock after purchasing 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 institutional investors also recently bought and sold shares of the stock. Greenberg Financial Group bought a new position in Johnson & Johnson in the 4th quarter valued at $954,000. World Investment Advisors boosted its stake in shares of Johnson & Johnson by 19.6% during the fourth quarter. World Investment Advisors now owns 161,343 shares of the company’s stock valued at $33,390,000 after purchasing an additional 26,450 shares during the period. Benchmark Financial LLC bought a new position in shares of Johnson & Johnson in the fourth quarter worth about $554,000. Robinhood Asset Management LLC purchased a new position in Johnson & Johnson in the 4th quarter worth about $11,853,000. Finally, Principal Financial Group Inc. lifted its holdings in Johnson & Johnson by 0.8% during the 4th quarter. Principal Financial Group Inc. now owns 3,410,177 shares of the company’s stock valued at $705,736,000 after buying an additional 28,370 shares in the last quarter. 69.55% of the stock is currently owned by institutional investors.

Insider Activity

In other news, EVP Kathryn E. Wengel sold 10,000 shares of the 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 transaction, the executive vice president directly owned 114,288 shares of the company’s stock, valued at approximately $27,560,551.20. This represents a 8.05% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through the SEC website. Also, EVP Vanessa Broadhurst sold 23,054 shares of the stock in a transaction that occurred on 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 completion of the transaction, the executive vice president owned 23,003 shares in the company, valued at approximately $5,779,963.81. This trade represents a 50.06% decrease in their position. The SEC filing for this sale provides additional information. 0.16% of the stock is currently owned by insiders.

Johnson & Johnson Stock Down 0.4%

Shares of Johnson & Johnson stock opened at $265.71 on Thursday. Johnson & Johnson has a 52-week low of $164.23 and a 52-week high of $274.90. The firm’s 50 day moving average price is $244.93 and its 200-day moving average price is $237.82. The company has a quick ratio of 0.81, a current ratio of 1.09 and a debt-to-equity ratio of 0.44. The company has a market cap of $640.34 billion, a P/E ratio of 30.79, a PEG ratio of 2.53 and a beta of 0.24.

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

Johnson & Johnson Announces Dividend

The business also recently disclosed a quarterly dividend, which will be paid on Tuesday, September 8th. Stockholders 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 dividend on an annualized basis and a dividend yield of 2.0%. Johnson & Johnson’s payout ratio is 62.11%.

Wall Street Analysts Forecast Growth

Several analysts have recently weighed in on the stock. Sanford C. Bernstein lifted their price target on shares of Johnson & Johnson from $225.00 to $251.00 and gave the company a “market perform” rating in a research note on Wednesday, April 15th. Raymond James Financial raised their price objective on Johnson & Johnson from $258.00 to $265.00 and gave the stock an “outperform” rating in a report on Thursday, July 16th. Weiss Ratings raised Johnson & Johnson from a “buy (b-)” rating to a “buy (b)” rating in a research report on Friday, July 24th. Guggenheim reiterated a “buy” rating and issued a $270.00 target price on shares of Johnson & Johnson in a report on Friday, July 17th. Finally, Daiwa Securities Group raised their price target on Johnson & Johnson from $237.00 to $246.00 and gave the company an “outperform” rating in a research note on Thursday, April 16th. One investment analyst has rated the stock with a Strong Buy rating, eighteen have issued a Buy rating and six have issued a Hold rating to the company’s stock. According to data from MarketBeat.com, Johnson & Johnson currently has a consensus rating of “Moderate Buy” and a consensus price target of $266.39.

More Johnson & Johnson News

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

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.