Kelleher Financial Advisors Buys 2,254 Shares of Johnson & Johnson $JNJ

Kelleher Financial Advisors increased its position in shares of Johnson & Johnson (NYSE:JNJ) by 21.8% during the 2nd quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 12,574 shares of the company’s stock after acquiring an additional 2,254 shares during the quarter. Kelleher Financial Advisors’ holdings in Johnson & Johnson were worth $3,193,000 as of its most recent SEC filing.

Several other hedge funds also recently bought and sold shares of JNJ. Brighton Jones LLC raised its holdings in Johnson & Johnson by 13.9% during the 4th quarter. Brighton Jones LLC now owns 51,876 shares of the company’s stock worth $7,502,000 after buying an additional 6,332 shares during the period. United Bank increased its position in shares of Johnson & Johnson by 110.7% during the first quarter. United Bank now owns 9,279 shares of the company’s stock worth $1,539,000 after acquiring an additional 4,876 shares in the last quarter. Sivia Capital Partners LLC raised its holdings in shares of Johnson & Johnson by 13.4% during the second quarter. Sivia Capital Partners LLC now owns 5,863 shares of the company’s stock worth $896,000 after acquiring an additional 692 shares during the period. Wealth Group Ltd. lifted its position in Johnson & Johnson by 12.8% in the 2nd quarter. Wealth Group Ltd. now owns 1,482 shares of the company’s stock valued at $226,000 after acquiring an additional 168 shares in the last quarter. Finally, Schnieders Capital Management LLC. boosted its stake in Johnson & Johnson by 9.8% in the 2nd quarter. Schnieders Capital Management LLC. now owns 73,680 shares of the company’s stock worth $11,255,000 after purchasing an additional 6,584 shares during the period. 69.55% of the stock is currently owned by institutional investors and hedge funds.

Key Headlines Impacting Johnson & Johnson

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

• Positive Sentiment: The FDA approved IMAAVY (nipocalimab-aahu) for patients aged 12 and older with warm autoimmune hemolytic anemia, making it the first specifically approved treatment for the rare, potentially life-threatening blood disorder. The approval expands JNJ’s rare-disease portfolio and could create a new revenue stream. What Is Johnson & Johnson (JNJ) Telling Investors With Its First WAIHA Approval?
• Positive Sentiment: IMAAVY represents JNJ’s second FDA approval in roughly two months, reinforcing its drug-development momentum. Clinical data cited in coverage showed durable hemoglobin responses and improved fatigue scores. Johnson & Johnson Just Got a Big FDA Win
• Positive Sentiment: China approved JNJ’s oral psoriasis pill, expanding access in a major pharmaceutical market and adding a potential growth opportunity, although competition from AbbVie and Bristol Myers Squibb remains intense. China approves J&J’s oral psoriasis pill, says drugmaker
• Positive Sentiment: Recent commentary remains supportive of JNJ as a defensive, income-oriented holding. The company’s latest quarter exceeded expectations, with adjusted EPS of $2.90 and revenue of $25.31 billion, while full-year 2026 EPS guidance remains $11.60 to $11.75. I Think Johnson & Johnson Is the Best Dividend Stock to Buy Right Now
• Neutral Sentiment: Analysts and investors are focusing on whether growth in JNJ’s broader Innovative Medicine portfolio can offset the loss of exclusivity affecting STELARA. Some analysis argues that STELARA is becoming a smaller portion of the portfolio, while other coverage says the new anemia indication alone is too small to materially change valuation. How Much Upside Is Left in JNJ Stock?
• Negative Sentiment: The stock’s pullback follows a period of strong performance near its 52-week high. With a market capitalization above $640 billion and a price-to-earnings ratio near 31, investors may be taking profits and demanding stronger evidence that new approvals can support additional upside.
• Negative Sentiment: Competition in psoriasis and the ongoing STELARA patent-cliff risk remain important headwinds, limiting the immediate financial impact of otherwise positive regulatory news. J&J’s First Anemia Approval Meets a $652 Billion Reality

Johnson & Johnson Stock Performance

Shares of JNJ stock opened at $266.10 on Friday. The company has a fifty day moving average price of $258.08 and a two-hundred day moving average price of $243.77. Johnson & Johnson has a one year low of $173.33 and a one year high of $276.47. The stock has a market cap of $641.26 billion, a P/E ratio of 30.83, a P/E/G ratio of 2.58 and a beta of 0.24. The company has a debt-to-equity ratio of 0.44, a current ratio of 1.09 and a quick ratio of 0.81.

Johnson & Johnson (NYSE:JNJ) last released its quarterly earnings data 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. The company had revenue of $25.31 billion for the quarter, compared to analyst estimates of $25.06 billion. Johnson & Johnson had a net margin of 21.48% and a return on equity of 32.42%. Johnson & Johnson’s revenue for the quarter was up 6.6% compared to the same quarter last year. During the same period in the previous year, the business earned $2.77 EPS. Johnson & Johnson has set its FY 2026 guidance at 11.600-11.750 EPS. As a group, equities analysts predict that Johnson & Johnson will post 11.61 EPS for the current year.

Johnson & Johnson Announces Dividend

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

Analysts Set New Price Targets

Several analysts have issued reports on JNJ shares. TD Cowen lifted their price target on Johnson & Johnson from $250.00 to $300.00 and gave the company a “buy” rating in a research note on Monday, July 13th. Citigroup upped their price objective on Johnson & Johnson from $285.00 to $298.00 and gave the stock a “buy” rating in a research report on Wednesday, July 8th. Royal Bank Of Canada lifted their target price on Johnson & Johnson from $265.00 to $287.00 and gave the company an “outperform” rating in a research report on Monday, July 13th. Argus set a $300.00 price target on Johnson & Johnson in a research report on Wednesday, July 29th. Finally, Raymond James Financial set a $280.00 price target on shares of Johnson & Johnson in a research note on Monday, August 3rd. One research analyst has rated the stock with a Strong Buy rating, eighteen have given a Buy rating and six have issued a Hold rating to the company’s stock. According to MarketBeat, the company presently has an average rating of “Moderate Buy” and a consensus target price of $268.22.

Insiders Place Their Bets

In other news, EVP Kathryn E. Wengel sold 10,000 shares of Johnson & Johnson stock in a transaction that occurred 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 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 sale was disclosed in a legal filing with the SEC, which can be accessed through this link. Also, EVP Jennifer L. Taubert sold 15,000 shares of the business’s stock in a transaction that occurred on Monday, August 17th. The stock was sold at an average price of $263.36, for a total value of $3,950,400.00. Following the transaction, the executive vice president directly owned 194,451 shares in the company, valued at $51,210,615.36. The trade was a 7.16% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. In the last three months, insiders sold 63,972 shares of company stock valued at $16,245,605. Corporate 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.