Orser Capital Management LLC Purchases Shares of 5,217 Johnson & Johnson $JNJ

Orser Capital Management LLC purchased a new position in shares of Johnson & Johnson (NYSE:JNJ) in the fourth quarter, according to its most recent filing with the SEC. The firm purchased 5,217 shares of the company’s stock, valued at approximately $1,080,000.

A number of other hedge funds and other institutional investors also recently made changes to their positions in the business. Salvus Wealth Management LLC lifted its stake in shares of Johnson & Johnson by 1.8% in the 4th quarter. Salvus Wealth Management LLC now owns 8,006 shares of the company’s stock valued at $1,657,000 after purchasing an additional 142 shares during the period. Foster Group Inc. grew its stake in Johnson & Johnson by 2.0% during the fourth quarter. Foster Group Inc. now owns 4,989 shares of the company’s stock worth $1,032,000 after purchasing an additional 98 shares during the period. Curated Wealth Partners LLC increased its holdings in Johnson & Johnson by 39.9% in the fourth quarter. Curated Wealth Partners LLC now owns 2,875 shares of the company’s stock worth $595,000 after purchasing an additional 820 shares in the last quarter. Uhlmann Price Securities LLC lifted its stake in Johnson & Johnson by 1.7% in the fourth quarter. Uhlmann Price Securities LLC now owns 5,545 shares of the company’s stock valued at $1,147,000 after buying an additional 95 shares during the period. Finally, Wiser Wealth Management Inc lifted its stake in Johnson & Johnson by 1.9% in the fourth quarter. Wiser Wealth Management Inc now owns 4,300 shares of the company’s stock valued at $890,000 after buying an additional 80 shares during the period. 69.55% of the stock is owned by institutional investors and hedge funds.

Analysts Set New Price Targets

JNJ has been the subject of several recent analyst reports. Daiwa Securities Group raised their price objective on shares of Johnson & Johnson from $203.00 to $237.00 and gave the stock an “outperform” rating in a research report on Thursday, January 29th. Barclays boosted their target price on shares of Johnson & Johnson from $217.00 to $234.00 and gave the company an “equal weight” rating in a research report on Thursday, March 19th. Guggenheim raised their price target on shares of Johnson & Johnson from $227.00 to $240.00 and gave the stock a “buy” rating in a report on Friday, January 23rd. Morgan Stanley set a $253.00 price target on shares of Johnson & Johnson in a research note on Wednesday, March 18th. Finally, Weiss Ratings reiterated a “buy (b)” rating on shares of Johnson & Johnson in a report on Wednesday, January 28th. One research analyst has rated the stock with a Strong Buy rating, seventeen have assigned a Buy rating and nine have issued a Hold rating to the stock. According to data from MarketBeat, the stock currently has a consensus rating of “Moderate Buy” and a consensus target price of $236.91.

Key Johnson & Johnson News

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

• Positive Sentiment: EMA/CHMP approved a Type II label variation allowing DARZALEX (daratumumab) subcutaneous injections to be administered by patients or trained caregivers (from dose five), covering all approved multiple myeloma indications — this is the first oncology injectable in Europe cleared for self/caregiver administration and should boost convenience, adherence and market penetration for a high‑margin oncology drug. Johnson & Johnson’s DARZALEX becomes first oncology injectable approved for administration by patients or caregivers J&J’s Darzalex nets first self-administered cancer injectable approval
• Positive Sentiment: Technical setup shows a bull‑flag breakout attempt supported by key moving averages, signaling improving demand and potential upside toward higher Fibonacci extension targets — technical momentum can attract short‑term buyers and algorithmic flows. Johnson & Johnson (JNJ) Price Forecast: Bull Flag Signals Strength
• Positive Sentiment: Analyst sentiment is improving: several Street price targets and fair‑value estimates have moved higher (some in the $250–$280 range) and Erste slightly raised FY2027 EPS assumptions — supportive for medium‑term price momentum and analyst‑led flows. How The Story Is Shifting For Johnson & Johnson (JNJ) As Analyst Targets Rise A Q2 2026 Playbook for Navigating Market Uncertainty (JNJ)
• Neutral Sentiment: J&J’s pipeline and oncology positioning continue to be highlighted by analysts and sector pieces — longer‑term growth upside exists from new launches and immuno‑oncology trends, but timing and commercial ramp remain uncertain. J&J’s Pipeline Surge Sets Up Stronger Growth From New Drugs in 2026
• Neutral Sentiment: Court/legal update: a large punitive damages award (~$950M) was overturned while a separate $16M talc verdict stands — this reduces headline legal overhang but some liabilities remain, so legal risk is diminished but not fully eliminated. Punitive damages award worth $950 million overturned against Johnson & Johnson (JNJ), $16M talc verdict stands
• Negative Sentiment: Near‑term revenue/earnings risks: analysts flag biosimilar pressure and loss‑of‑exclusivity for Stelara, and Street models foresee a possible single‑digit EPS decline in the upcoming quarter — these headwinds could limit upside until new drugs scale. Can New Drugs Drive J&J’s Innovative Medicine Despite Stelara LOE? What You Need To Know Ahead of Johnson & Johnson’s Earnings Release

Insider Activity

In other Johnson & Johnson news, EVP Timothy Schmid sold 1,322 shares of Johnson & Johnson stock in a transaction dated Friday, February 20th. The stock was sold at an average price of $245.66, for a total transaction of $324,762.52. Following the completion of the transaction, the executive vice president owned 25,447 shares in the company, valued at approximately $6,251,310.02. The trade was a 4.94% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through the SEC website. Also, EVP Vanessa Broadhurst sold 6,197 shares of the business’s stock in a transaction that occurred on Tuesday, February 17th. The stock was sold at an average price of $243.39, for a total value of $1,508,287.83. Following the sale, the executive vice president directly owned 23,003 shares of the company’s stock, valued at $5,598,700.17. This represents a 21.22% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Over the last three months, insiders have sold 30,142 shares of company stock valued at $7,360,528. 0.16% of the stock is currently owned by insiders.

Johnson & Johnson Price Performance

Shares of NYSE:JNJ opened at $240.39 on Friday. Johnson & Johnson has a twelve month low of $141.50 and a twelve month high of $251.71. The stock’s 50 day moving average is $237.40 and its 200-day moving average is $210.46. The company has a quick ratio of 0.77, a current ratio of 1.03 and a debt-to-equity ratio of 0.48. The firm has a market capitalization of $579.01 billion, a price-to-earnings ratio of 21.75, a PEG ratio of 2.36 and a beta of 0.34.

Johnson & Johnson (NYSE:JNJ) last posted its quarterly earnings results on Saturday, January 31st. The company reported $2.46 earnings per share (EPS) for the quarter. The business had revenue of $24.28 billion during the quarter. Johnson & Johnson had a net margin of 28.46% and a return on equity of 33.04%. Sell-side analysts forecast that Johnson & Johnson will post 10.58 EPS for the current fiscal year.

Johnson & Johnson Dividend Announcement

The firm also recently disclosed a quarterly dividend, which was paid on Tuesday, March 10th. Stockholders of record on Tuesday, February 24th were issued a dividend of $1.30 per share. This represents a $5.20 dividend on an annualized basis and a dividend yield of 2.2%. The ex-dividend date was Tuesday, February 24th. Johnson & Johnson’s dividend payout ratio (DPR) is currently 47.06%.

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.