Dorsey Wright & Associates Takes Position in Johnson & Johnson $JNJ

Posted by Micah Haroldson on Jun 19th, 2026

Dorsey Wright & Associates acquired a new position in Johnson & Johnson (NYSE:JNJ – Free Report) in the 4th quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The firm acquired 18,490 shares of the company’s stock, valued at approximately $3,827,000.

A number of other large investors have also recently bought and sold shares of JNJ. Brighton Jones LLC lifted its stake in Johnson & Johnson by 13.9% during the 4th quarter. Brighton Jones LLC now owns 51,876 shares of the company’s stock valued at $7,502,000 after acquiring an additional 6,332 shares during the period. United Bank increased its stake in shares of Johnson & Johnson by 110.7% in 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 during the period. Sivia Capital Partners LLC increased its stake in shares of Johnson & Johnson by 13.4% in 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. raised its holdings in shares of Johnson & Johnson by 12.8% during the second quarter. Wealth Group Ltd. now owns 1,482 shares of the company’s stock worth $226,000 after purchasing an additional 168 shares during the last quarter. Finally, Schnieders Capital Management LLC. lifted its position in Johnson & Johnson by 9.8% during the second quarter. Schnieders Capital Management LLC. now owns 73,680 shares of the company’s stock valued at $11,255,000 after purchasing an additional 6,584 shares during the period. Hedge funds and other institutional investors own 69.55% of the company’s stock.

Johnson & Johnson News Roundup

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

Positive Sentiment: Johnson & Johnson announced plans to invest over $1 billion in a Florida contact lens manufacturing facility, a sign of continued capital investment and operational expansion. Johnson & Johnson to Invest Over $1 Billion in Florida Contact Lens Manufacturing Facility
Positive Sentiment: J&J reported Phase 3 results showing TALVEY plus DARZALEX FASPRO improved outcomes in relapsed or refractory multiple myeloma, reinforcing confidence in its oncology pipeline and potential future sales. Johnson & Johnson (JNJ) Reports Phase 3 Myeloma Win For TALVEY Combination
Neutral Sentiment: J&J was included in a roundup of top research reports, but the item did not provide a specific rating change or new catalyst likely to move the shares. Top Research Reports for Alphabet, Broadcom & Johnson & Johnson
Neutral Sentiment: Multiple dividend-focused and investor-interest articles highlighted J&J’s reputation as a dividend stalwart and a widely watched healthcare stock, but these were largely commentary pieces rather than fresh fundamental news. Stocks With 50 Years of Dividend Hikes
Negative Sentiment: Despite the positive business updates, J&J’s stock has recently slipped as investors rotated away from the shares and the market traded higher, suggesting sentiment remains somewhat cautious. Johnson & Johnson (JNJ) Stock Slides as Market Rises: Facts to Know Before You Trade

Insider Buying and Selling

In other Johnson & Johnson news, EVP Kathryn E. Wengel sold 10,000 shares of the firm’s stock in a transaction that occurred on 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 sale, the executive vice president directly owned 114,288 shares of the company’s stock, valued at approximately $27,560,551.20. This trade 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 this hyperlink. Insiders own 0.16% of the company’s stock.

Wall Street Analyst Weigh In

Several equities research analysts have commented on JNJ shares. Stifel Nicolaus upped their price target on shares of Johnson & Johnson from $220.00 to $250.00 and gave the company a “hold” rating in a report on Wednesday, April 15th. Morgan Stanley set a $283.00 price objective on Johnson & Johnson in a research note on Wednesday, April 15th. HSBC boosted their price objective on Johnson & Johnson from $265.00 to $280.00 and gave the company a “buy” rating in a report on Tuesday, March 17th. JPMorgan Chase & Co. raised their target price on Johnson & Johnson from $250.00 to $260.00 and gave the stock a “neutral” rating in a report on Wednesday, April 15th. Finally, Leerink Partners upgraded Johnson & Johnson from a “market perform” rating to an “outperform” rating and set a $265.00 price target for the company in a research report on Wednesday, May 13th. Twenty investment analysts have rated the stock with a Buy rating and seven have issued a Hold rating to the company. Based on data from MarketBeat, the company presently has a consensus rating of “Moderate Buy” and an average target price of $253.04.

Get Our Latest Analysis on JNJ

Johnson & Johnson Trading Down 2.5%

Shares of Johnson & Johnson stock opened at $228.37 on Friday. The firm has a 50-day simple moving average of $230.87 and a two-hundred day simple moving average of $228.09. The company has a market cap of $549.73 billion, a P/E ratio of 26.40, a price-to-earnings-growth ratio of 2.29 and a beta of 0.26. Johnson & Johnson has a fifty-two week low of $149.04 and a fifty-two week high of $251.71. The company has a debt-to-equity ratio of 0.46, a quick ratio of 0.77 and a current ratio of 1.03.

Johnson & Johnson (NYSE:JNJ – Get Free Report) last posted its earnings results on Tuesday, April 14th. The company reported $2.70 earnings per share (EPS) for the quarter, topping the consensus estimate of $2.68 by $0.02. Johnson & Johnson had a net margin of 21.83% and a return on equity of 32.60%. The business had revenue of $24.06 billion for the quarter, compared to analyst estimates of $23.60 billion. During the same period in the prior year, the company posted $2.77 EPS. The company’s revenue for the quarter was up 9.9% on a year-over-year basis. Johnson & Johnson has set its FY 2026 guidance at 11.450-11.650 EPS. As a group, equities analysts predict that Johnson & Johnson will post 11.57 earnings per share for the current fiscal year.

Johnson & Johnson Increases Dividend

The firm also recently declared a quarterly dividend, which was paid on Tuesday, June 9th. Shareholders of record on Tuesday, May 26th were given a dividend of $1.34 per share. This is an increase from Johnson & Johnson’s previous quarterly dividend of $1.30. This represents a $5.36 dividend on an annualized basis and a yield of 2.3%. The ex-dividend date was Tuesday, May 26th. Johnson & Johnson’s dividend payout ratio (DPR) is currently 61.97%.

About Johnson & Johnson

(Free Report)

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.