Kera Capital Partners Inc. Has $9.80 Million Position in Johnson & Johnson $JNJ

Kera Capital Partners Inc. boosted its holdings in shares of Johnson & Johnson (NYSE:JNJ) by 52.9% during the 1st quarter, Holdings Channel.com reports. The fund owned 40,089 shares of the company’s stock after purchasing an additional 13,873 shares during the period. Johnson & Johnson comprises approximately 1.2% of Kera Capital Partners Inc.’s investment portfolio, making the stock its 16th biggest position. Kera Capital Partners Inc.’s holdings in Johnson & Johnson were worth $9,799,000 at the end of the most recent reporting period.

Several other large investors also recently added to or reduced their stakes in the business. Blueline Advisors LLC bought a new position in shares of Johnson & Johnson during the 4th quarter valued at $25,000. Cresta Advisors Ltd. bought a new stake in Johnson & Johnson in the fourth quarter worth $26,000. DecisionPoint Financial LLC increased its position in Johnson & Johnson by 104.2% during the fourth quarter. DecisionPoint Financial LLC now owns 147 shares of the company’s stock worth $30,000 after buying an additional 75 shares during the last quarter. Bay Harbor Wealth Management LLC increased its position in Johnson & Johnson by 49.0% during the fourth quarter. Bay Harbor Wealth Management LLC now owns 149 shares of the company’s stock worth $31,000 after buying an additional 49 shares during the last quarter. Finally, Family CFO Inc bought a new position in Johnson & Johnson during the fourth quarter valued at about $31,000. 69.55% of the stock is owned by institutional investors.

Johnson & Johnson News Roundup

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

• Positive Sentiment: Johnson & Johnson beat Q2 earnings and revenue estimates, showing solid demand and execution in its core business. J&J Stock Falls Despite Strong Q2 Beat & Higher 2026 View: Here’s Why
• Positive Sentiment: The company raised its 2026 guidance after the report, reinforcing confidence in its growth outlook and pipeline momentum. Johnson & Johnson Raises 2026 Outlook After Q2 Earnings Beat
• Positive Sentiment: Guggenheim reaffirmed its Buy rating and set a $270 price target, signaling continued analyst confidence. Benzinga article on Guggenheim rating reaffirmation
• Positive Sentiment: Some market commentary suggests the post-earnings pullback could be an opportunity to buy JNJ on strength after a run to 52-week highs. Why Johnson and Johnson’s Earnings Dip Looks Like a Buying Opportunity
• Neutral Sentiment: Investors are also digesting the full Q2 earnings call transcript and several commentary pieces framing the company’s growth beyond legacy drugs and its collaboration announcements. Full Transcript: Johnson & Johnson Q2 2026 Earnings Call
• Negative Sentiment: Despite the earnings beat, the stock fell because MedTech results missed expectations, creating concern that one important division is lagging behind the company’s otherwise solid performance. J&J Stock Falls Despite Strong Q2 Beat & Higher 2026 View: Here’s Why

Johnson & Johnson Price Performance

Shares of Johnson & Johnson stock opened at $252.93 on Friday. 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 cap of $608.86 billion, a PE ratio of 29.31, a price-to-earnings-growth ratio of 2.39 and a beta of 0.24. The firm has a fifty day moving average price of $239.82 and a two-hundred day moving average price of $234.63. Johnson & Johnson has a fifty-two week low of $162.78 and a fifty-two week high of $269.43.

Johnson & Johnson (NYSE:JNJ) last posted its quarterly earnings data on Wednesday, July 15th. The company reported $2.90 earnings per share (EPS) 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 the consensus estimate of $25.06 billion. Johnson & Johnson had a net margin of 21.48% and a return on equity of 32.86%. The business’s revenue was up 6.6% compared to the same quarter last year. During the same quarter in the previous year, the firm posted $2.77 EPS. Johnson & Johnson has set its FY 2026 guidance at 11.600-11.750 EPS. Analysts expect that Johnson & Johnson will post 11.68 EPS for the current year.

Johnson & Johnson Announces Dividend

The company also recently declared a quarterly dividend, which will be paid on Tuesday, September 8th. Investors of record on Tuesday, August 25th will be paid 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 payout ratio is currently 62.11%.

Analyst Upgrades and Downgrades

Several research firms have recently issued reports on JNJ. Stifel Nicolaus set a $260.00 price target on Johnson & Johnson in a research note on Wednesday. Wells Fargo & Company raised their price objective on Johnson & Johnson from $263.00 to $272.00 and gave the company an “overweight” rating in a research note on Thursday. Royal Bank Of Canada boosted their target price on Johnson & Johnson from $265.00 to $287.00 and gave the stock an “outperform” rating in a report on Monday, July 13th. Johnson Rice raised Johnson & Johnson from an “outperform” rating to a “buy” rating and set a $280.00 target price for the company in a research report on Thursday. Finally, Leerink Partners upgraded Johnson & Johnson from a “market perform” rating to an “outperform” rating and set a $265.00 price target on the stock in a report on Wednesday, May 13th. One analyst has rated the stock with a Strong Buy rating, nineteen have assigned a Buy rating and six have given a Hold rating to the company’s stock. Based on data from MarketBeat, the stock presently has a consensus rating of “Moderate Buy” and an average price target of $265.30.

Insider Buying and Selling

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

Johnson & Johnson Company Profile

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.