Dickmeyer Boyce Financial Management Inc. acquired a new position in Johnson & Johnson (NYSE:JNJ – Free Report) during the first quarter, HoldingsChannel.com reports. The fund acquired 22,019 shares of the company’s stock, valued at approximately $5,382,000. Johnson & Johnson makes up about 3.2% of Dickmeyer Boyce Financial Management Inc.’s holdings, making the stock its 8th biggest holding.
Several other large investors have also recently modified their holdings of JNJ. Gibbs Wealth Management lifted its holdings in shares of Johnson & Johnson by 37.7% during the 1st quarter. Gibbs Wealth Management now owns 8,655 shares of the company’s stock valued at $2,116,000 after purchasing an additional 2,368 shares during the last quarter. Sei Investments Co. grew its stake in Johnson & Johnson by 16.4% during the 1st quarter. Sei Investments Co. now owns 1,961,422 shares of the company’s stock worth $479,453,000 after buying an additional 276,925 shares during the last quarter. MWA Asset Management acquired a new position in Johnson & Johnson during the 1st quarter valued at about $212,000. Ascension Capital Advisors Inc. purchased a new stake in Johnson & Johnson in the first quarter valued at about $1,095,000. Finally, Monograph Wealth Advisors LLC boosted its holdings in Johnson & Johnson by 21.3% in the first quarter. Monograph Wealth Advisors LLC now owns 4,530 shares of the company’s stock worth $1,107,000 after acquiring an additional 796 shares in the last quarter. Institutional investors own 69.55% of the company’s stock.
Johnson & Johnson News Summary
Here are the key news stories impacting Johnson & Johnson this week:
- Positive Sentiment: The FDA granted marketing authorization for J&J’s OTTAVA robotic surgical system, a potentially meaningful new business in soft-tissue robotics that could expand the MedTech division. Reuters article
- Positive Sentiment: J&J also reported encouraging late-stage data for its multiple myeloma therapies Tecvayli and Talvey, with the MonumenTAL-6 study showing large reductions in progression risk and death, strengthening the company’s oncology pipeline. PR Newswire article
- Positive Sentiment: Investors are also responding to J&J’s recent quarterly earnings beat and upbeat 2026 outlook, which has boosted sentiment around the stock and drawn interest from ETF investors. Yahoo Finance article
- Positive Sentiment: J&J raised its dividend, reinforcing its appeal as a defensive income stock and supporting demand from dividend-focused investors. Yahoo Finance article
- Neutral Sentiment: Several articles were commentary pieces discussing J&J’s valuation, ETF exposure, and investor attention, but they do not add a new fundamental catalyst on their own. MarketBeat article
- Negative Sentiment: A Reuters report said a judge cast doubt on roughly 69,000 talc-related cancer claims, which could still keep legal uncertainty in focus despite being framed as a procedural win for J&J. Reuters article
Insider Transactions at Johnson & Johnson
Wall Street Analysts Forecast Growth
Several equities analysts recently commented on JNJ shares. TD Cowen increased their price objective on shares of Johnson & Johnson from $250.00 to $300.00 and gave the company a “buy” rating in a research report on Monday, July 13th. JPMorgan Chase & Co. raised their price target on shares of Johnson & Johnson from $250.00 to $260.00 and gave the stock a “neutral” rating in a report on Wednesday, April 15th. Bank of America lifted their price objective on shares of Johnson & Johnson from $254.00 to $263.00 and gave the stock a “neutral” rating in a research note on Friday, July 10th. Daiwa Securities Group boosted their price objective on shares of Johnson & Johnson from $237.00 to $246.00 and gave the company an “outperform” rating in a report on Thursday, April 16th. Finally, Citigroup upped their target price on Johnson & Johnson from $285.00 to $298.00 and gave the company a “buy” rating in a research report on Wednesday, July 8th. One research 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. Based on data from MarketBeat, the stock presently has a consensus rating of “Moderate Buy” and an average target price of $265.30.
Get Our Latest Report on Johnson & Johnson
Johnson & Johnson Trading Up 1.5%
NYSE JNJ opened at $259.34 on Friday. Johnson & Johnson has a 1 year low of $164.23 and a 1 year high of $269.43. The company has a debt-to-equity ratio of 0.46, a current ratio of 1.03 and a quick ratio of 0.77. The company has a market capitalization of $624.29 billion, a PE ratio of 30.05, a P/E/G ratio of 2.43 and a beta of 0.24. The company has a fifty day moving average of $241.98 and a 200 day moving average of $236.13.
Johnson & Johnson (NYSE:JNJ – Get Free Report) last released its quarterly earnings data on Wednesday, July 15th. The company reported $2.90 earnings per share for the quarter, beating analysts’ consensus estimates of $2.84 by $0.06. The business had revenue of $25.31 billion during the quarter, compared to analyst estimates of $25.06 billion. Johnson & Johnson had a return on equity of 32.86% and a net margin of 21.48%.The company’s revenue was up 6.6% on a year-over-year basis. During the same quarter last year, the business posted $2.77 EPS. Johnson & Johnson has set its FY 2026 guidance at 11.600-11.750 EPS. Research analysts forecast that Johnson & Johnson will post 11.68 earnings per share for the current year.
Johnson & Johnson Announces Dividend
The business also recently declared a quarterly dividend, which will be paid on Tuesday, September 8th. Investors of record on Tuesday, August 25th will be given a dividend of $1.34 per share. This represents a $5.36 annualized dividend and a yield of 2.1%. The ex-dividend date is Tuesday, August 25th. Johnson & Johnson’s dividend payout ratio (DPR) is currently 62.11%.
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.
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