Chicago Partners Investment Group LLC Raises Stock Holdings in Johnson & Johnson $JNJ

Chicago Partners Investment Group LLC grew its holdings in Johnson & Johnson (NYSE:JNJ) by 13.4% in the first quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor owned 27,399 shares of the company’s stock after buying an additional 3,229 shares during the quarter. Chicago Partners Investment Group LLC’s holdings in Johnson & Johnson were worth $6,195,000 as of its most recent SEC filing.

Several other large investors have also made changes to their positions in the business. Sierra Capital LLC raised its position in Johnson & Johnson by 0.5% during the fourth quarter. Sierra Capital LLC now owns 8,144 shares of the company’s stock worth $1,685,000 after acquiring an additional 41 shares during the period. Beaird Harris Wealth Management LLC grew its position in shares of Johnson & Johnson by 1.8% in the fourth quarter. Beaird Harris Wealth Management LLC now owns 2,422 shares of the company’s stock valued at $501,000 after purchasing an additional 42 shares during the period. Broadleaf Partners LLC grew its position in shares of Johnson & Johnson by 0.6% in the fourth quarter. Broadleaf Partners LLC now owns 7,348 shares of the company’s stock valued at $1,521,000 after purchasing an additional 43 shares during the period. Jessup Wealth Management Inc increased its stake in shares of Johnson & Johnson by 0.6% during the fourth quarter. Jessup Wealth Management Inc now owns 7,574 shares of the company’s stock worth $1,567,000 after purchasing an additional 44 shares in the last quarter. Finally, Plancorp LLC raised its position in shares of Johnson & Johnson by 0.3% during the 4th quarter. Plancorp LLC now owns 15,889 shares of the company’s stock worth $3,288,000 after purchasing an additional 45 shares during the last quarter. 69.55% of the stock is owned by institutional investors and hedge funds.

Johnson & Johnson Stock Down 2.5%

JNJ stock opened at $247.55 on Thursday. The company has a current ratio of 1.03, a quick ratio of 0.77 and a debt-to-equity ratio of 0.46. The firm has a 50-day moving average of $238.64 and a two-hundred day moving average of $234.20. Johnson & Johnson has a 12 month low of $159.80 and a 12 month high of $269.43. The company has a market cap of $595.90 billion, a price-to-earnings ratio of 28.62, a PEG ratio of 2.42 and a beta of 0.24.

Johnson & Johnson (NYSE:JNJ) last issued 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 32.60% and a net margin of 21.83%.The business had revenue of $25.31 billion for the quarter, compared to analysts’ expectations of $25.02 billion. During the same period in the previous year, the firm posted $2.77 EPS. The business’s revenue for the quarter was up 6.6% compared to the same quarter last year. Johnson & Johnson has set its FY 2026 guidance at 11.600-11.750 EPS. As a group, analysts forecast that Johnson & Johnson will post 11.58 earnings per share for the current fiscal year.

Johnson & Johnson Dividend Announcement

The business also recently announced 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 of this dividend is Tuesday, August 25th. This represents a $5.36 dividend on an annualized basis and a dividend yield of 2.2%. Johnson & Johnson’s dividend payout ratio (DPR) is 61.97%.

Analyst Upgrades and Downgrades

A number of research analysts recently weighed in on the stock. Weiss Ratings lowered shares of Johnson & Johnson from a “buy (b)” rating to a “buy (b-)” rating in a research note on Monday, June 15th. Wells Fargo & Company increased their target price on Johnson & Johnson from $240.00 to $263.00 and gave the company an “overweight” rating in a report on Wednesday, April 15th. Bank of America raised their target price on Johnson & Johnson from $254.00 to $263.00 and gave the company a “neutral” rating in a research report on Friday, July 10th. Daiwa Securities Group lifted their price target on Johnson & Johnson from $237.00 to $246.00 and gave the stock an “outperform” rating in a research note on Thursday, April 16th. Finally, HSBC set a $290.00 price objective on Johnson & Johnson and gave the company a “buy” rating in a research note on Monday, July 6th. Twenty analysts have rated the stock with a Buy rating and seven have issued a Hold rating to the company’s stock. According to data from MarketBeat, the stock presently has an average rating of “Moderate Buy” and a consensus target price of $261.70.

Trending Headlines about Johnson & Johnson

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

• Positive Sentiment: JNJ beat Q2 estimates, with EPS of $2.90 and revenue of $25.31 billion, helped by strong pharmaceutical growth from Darzalex, Tremfya and Spravato. Reuters article
• Positive Sentiment: The company raised FY 2026 guidance to EPS of $11.60-$11.75 and revenue of about $100.8 billion-$101.4 billion, signaling management confidence in continued growth. Business Wire article
• Positive Sentiment: Jefferies highlighted Spravato’s strong sales growth as a positive read-through for the broader psychedelic/depression-treatment market, reinforcing the value of J&J’s innovative medicines franchise. Proactive Investors article
• Positive Sentiment: Unusual options activity leaned bullish, with traders buying more JNJ call options than usual, suggesting some expectations for upside after earnings.
• Neutral Sentiment: Johnson & Johnson declared a quarterly dividend of $1.34 per share, underscoring its shareholder-return profile and dividend-king status.
• Neutral Sentiment: Stifel maintained a Hold rating with a $260 price target, reflecting a balanced view after the earnings report. TipRanks article
• Negative Sentiment: Despite the beat-and-raise quarter, the stock slipped because investors appeared underwhelmed relative to elevated expectations and are still weighing MedTech softness and talc-related legal risk. MarketBeat article

Insider Activity

In other news, EVP Kathryn E. Wengel sold 10,000 shares of Johnson & Johnson stock in a transaction 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 transaction, the executive vice president owned 114,288 shares in the company, valued at $27,560,551.20. The trade was a 8.05% decrease in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available at this hyperlink. 0.16% of the stock is owned by company insiders.

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.