Inscription Capital LLC Acquires 3,732 Shares of Johnson & Johnson $JNJ

Inscription Capital LLC increased its stake in Johnson & Johnson (NYSE:JNJ) by 16.5% during the 3rd quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The fund owned 26,305 shares of the company’s stock after purchasing an additional 3,732 shares during the period. Inscription Capital LLC’s holdings in Johnson & Johnson were worth $4,877,000 as of its most recent SEC filing.

Other hedge funds and other institutional investors have also bought and sold shares of the company. Evolution Wealth Management Inc. bought a new stake in shares of Johnson & Johnson during the 2nd quarter worth $27,000. Clayton Financial Group LLC bought a new position in shares of Johnson & Johnson during the 3rd quarter valued at about $28,000. Semmax Financial Advisors Inc. lifted its position in Johnson & Johnson by 55.0% in the 2nd quarter. Semmax Financial Advisors Inc. now owns 203 shares of the company’s stock worth $31,000 after buying an additional 72 shares during the last quarter. GFG Capital LLC purchased a new stake in Johnson & Johnson in the second quarter worth approximately $35,000. Finally, Signature Resources Capital Management LLC raised its stake in shares of Johnson & Johnson by 262.9% during the third quarter. Signature Resources Capital Management LLC now owns 254 shares of the company’s stock worth $47,000 after acquiring an additional 184 shares in the last quarter. Hedge funds and other institutional investors own 69.55% of the company’s stock.

Wall Street Analyst Weigh In

Several equities analysts recently commented on JNJ shares. Morgan Stanley increased their target price on shares of Johnson & Johnson from $197.00 to $200.00 and gave the company an “equal weight” rating in a report on Thursday. Loop Capital set a $190.00 price objective on Johnson & Johnson in a report on Wednesday, October 22nd. Daiwa Capital Markets upgraded Johnson & Johnson from a “neutral” rating to an “outperform” rating and set a $203.00 target price for the company in a report on Monday, October 20th. Weiss Ratings reaffirmed a “buy (b)” rating on shares of Johnson & Johnson in a research note on Friday, October 31st. Finally, Barclays boosted their price objective on Johnson & Johnson from $197.00 to $217.00 and gave the company an “equal weight” rating in a research report on Tuesday, December 30th. Two equities research analysts have rated the stock with a Strong Buy rating, sixteen have issued a Buy rating and nine have given a Hold rating to the company’s stock. According to MarketBeat, Johnson & Johnson has a consensus rating of “Moderate Buy” and an average target price of $219.86.

Key Headlines Impacting Johnson & Johnson

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

• Positive Sentiment: Q4 print and 2026 outlook: J&J beat revenue expectations, reported stronger margins and gave FY2026 sales and EPS guidance that was modestly above consensus — the core drivers cited were oncology strength and MedTech momentum. This underpins the bullish analyst reaction and higher expectations for organic growth. Business Wire: Q4 and Full-Year 2025 results
• Positive Sentiment: Large analyst upgrade: Scotiabank boosted its price target sharply to $265 (sector outperform), signaling meaningful upside versus the current level and likely supporting buying interest. The Fly: Scotiabank price-target raise
• Positive Sentiment: Technical/market momentum: MarketBeat highlights a trend-following buy signal after the pullback to support levels, which can attract momentum traders and reduce downside risk for buyers. MarketBeat: trend-following buy signal
• Neutral Sentiment: Analyst tweaks with limited conviction: Bank of America and Stifel nudged targets higher (to $221 and $220 respectively) but kept neutral/hold stances — these adjustments offer modest upside but little change to conviction. Benzinga: analyst target changes
• Positive Sentiment: Dividend and longer-term thesis remain intact: Coverage pieces note J&J’s status as a Dividend King with a sustainable payout and a growing MedTech pipeline (including OTTAVA robotics), supporting steady institutional demand. Zacks: dividend thesis
• Negative Sentiment: Talc litigation moving forward: A court ruling will allow plaintiffs’ expert testimony in the talc MDL, increasing legal uncertainty and potential exposure that remains an overhang for the stock. Benzinga: talc litigation update
• Negative Sentiment: Stelara biosimilar pressure: Investors remain cautious after Stelara sales fell sharply following patent loss; biosimilar competition is dragging growth in that franchise and was cited as a reason for pre-market weakness even after the beat. Blockonomi: Stelara and market reaction

Johnson & Johnson Trading Up 0.3%

NYSE JNJ opened at $218.58 on Friday. The stock has a 50 day simple moving average of $207.86 and a two-hundred day simple moving average of $188.48. Johnson & Johnson has a fifty-two week low of $141.50 and a fifty-two week high of $222.17. The stock has a market cap of $526.62 billion, a P/E ratio of 19.78, a price-to-earnings-growth ratio of 2.24 and a beta of 0.34. The company has a debt-to-equity ratio of 0.50, a quick ratio of 0.80 and a current ratio of 1.07.

Johnson & Johnson (NYSE:JNJ) last issued its quarterly earnings data on Wednesday, January 21st. The company reported $2.46 earnings per share (EPS) for the quarter, meeting analysts’ consensus estimates of $2.46. Johnson & Johnson had a net margin of 28.46% and a return on equity of 33.34%. The business had revenue of $24.56 billion for the quarter, compared to the consensus estimate of $24.14 billion. During the same period in the previous year, the firm earned $2.04 EPS. The company’s quarterly revenue was up 9.1% compared to the same quarter last year. Johnson & Johnson has set its FY 2026 guidance at 11.430-11.630 EPS. On average, analysts forecast that Johnson & Johnson will post 10.58 earnings per share for the current year.

Johnson & Johnson Announces Dividend

The company also recently disclosed a quarterly dividend, which will be paid on Tuesday, March 10th. Shareholders of record on Tuesday, February 24th will be given a dividend of $1.30 per share. This represents a $5.20 annualized dividend and a yield of 2.4%. The ex-dividend date of this dividend is Tuesday, February 24th. Johnson & Johnson’s payout ratio is presently 50.19%.

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.