FinArc Investments Inc. Purchases Shares of 11,080 Johnson & Johnson $JNJ

FinArc Investments Inc. acquired a new position in Johnson & Johnson (NYSE:JNJ) in the first quarter, Holdings Channel.com reports. The institutional investor acquired 11,080 shares of the company’s stock, valued at approximately $2,708,000. Johnson & Johnson comprises 2.6% of FinArc Investments Inc.’s holdings, making the stock its 13th largest holding.

Several other hedge funds and other institutional investors have also recently bought and sold shares of JNJ. Sierra Capital LLC increased its stake in Johnson & Johnson by 0.5% in the fourth quarter. Sierra Capital LLC now owns 8,144 shares of the company’s stock valued at $1,685,000 after acquiring an additional 41 shares during the period. Beaird Harris Wealth Management LLC lifted its stake in Johnson & Johnson by 1.8% during the fourth quarter. Beaird Harris Wealth Management LLC now owns 2,422 shares of the company’s stock worth $501,000 after purchasing an additional 42 shares during the period. Broadleaf Partners LLC boosted its holdings in Johnson & Johnson by 0.6% during the fourth quarter. Broadleaf Partners LLC now owns 7,348 shares of the company’s stock valued at $1,521,000 after purchasing an additional 43 shares in the last quarter. Jessup Wealth Management Inc grew its stake in shares of Johnson & Johnson by 0.6% in the 4th quarter. Jessup Wealth Management Inc now owns 7,574 shares of the company’s stock valued at $1,567,000 after purchasing an additional 44 shares during the period. Finally, Plancorp LLC grew its stake in shares of Johnson & Johnson by 0.3% in the 4th quarter. Plancorp LLC now owns 15,889 shares of the company’s stock valued at $3,288,000 after purchasing an additional 45 shares during the period. 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: Pipeline and product expansion support long-term growth. J&J received FDA clearance for its surgical robot and is targeting $100 billion in revenue. The company also raised its dividend for the 64th consecutive year, reinforcing its appeal to income-oriented investors. FDA clearance, dividend and revenue article
• Positive Sentiment: Oncology and immunology efforts gained momentum. J&J completed its $1 billion acquisition of Firefly Bio, adding a degrader antibody-conjugate platform, and formed a Sail Biomedicines partnership focused on in-vivo CAR-T therapies. The agreement includes $785 million in initial payments and an option to acquire Sail for $2.58 billion. J&J biotech deals article
• Positive Sentiment: Analyst sentiment remains favorable. Argus Research initiated coverage with a Buy rating, while Erste Group raised its 2026 EPS estimate to $11.68 from $11.56. Recent analyst targets remain broadly above the current trading range. Argus Buy rating article
• Neutral Sentiment: Regulatory progress could expand the pharmaceutical franchise. The FDA granted Priority Review to subcutaneous RYBREVANT FASPRO for advanced head and neck cancer. The treatment produced a 42% overall response rate in clinical data, but approval and commercial uptake remain uncertain. RYBREVANT FASPRO Priority Review article
• Negative Sentiment: Near-term earnings face pressure from strategic spending. J&J lowered its 2026 profit forecast, citing the Firefly acquisition and Sail collaboration. The upfront cash commitments may weigh on earnings and raise questions about the return on those investments. Reuters profit forecast article
• Negative Sentiment: The proposed talc settlement remains a major financial liability. J&J would commit $5.5 billion to resolve approximately 76,000 ovarian-cancer claims, subject to at least 95% claimant participation. Investors appear to be shifting attention from reduced legal uncertainty to the size and execution risk of the cash obligation. Talc settlement article

Insider Activity

In other Johnson & Johnson news, EVP Kathryn E. Wengel sold 10,000 shares of the stock in a transaction dated Thursday, June 11th. The shares were sold at an average price of $241.15, for a total transaction of $2,411,500.00. Following the sale, 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 sale was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through this hyperlink. Also, EVP Vanessa Broadhurst sold 23,054 shares of the firm’s stock in a transaction dated Monday, July 20th. The shares were sold at an average price of $251.27, for a total transaction of $5,792,778.58. Following the completion of the sale, the executive vice president owned 23,003 shares of the company’s stock, valued at $5,779,963.81. The trade was a 50.06% decrease in their position. The SEC filing for this sale provides additional information. 0.16% of the stock is owned by corporate insiders.

Johnson & Johnson Stock Down 3.6%

NYSE JNJ opened at $255.84 on Friday. The stock’s 50 day simple moving average is $245.41 and its 200 day simple moving average is $238.18. Johnson & Johnson has a one year low of $164.23 and a one year high of $274.90. The firm has a market cap of $616.56 billion, a PE ratio of 29.65, a price-to-earnings-growth ratio of 2.52 and a beta of 0.24. The company has a debt-to-equity ratio of 0.44, a current ratio of 1.09 and a quick ratio of 0.81.

Johnson & Johnson (NYSE:JNJ) last issued its quarterly earnings data on Wednesday, July 15th. The company reported $2.90 earnings per share (EPS) for the quarter, beating the consensus estimate of $2.84 by $0.06. The firm had revenue of $25.31 billion during the quarter, compared to the consensus estimate of $25.06 billion. Johnson & Johnson had a return on equity of 32.42% and a net margin of 21.48%.The business’s revenue for the quarter was up 6.6% compared to the same quarter last year. During the same quarter in the previous year, the company posted $2.77 EPS. Johnson & Johnson has set its FY 2026 guidance at 11.600-11.750 EPS. As a group, sell-side analysts forecast that Johnson & Johnson will post 11.69 earnings per share for the current fiscal year.

Johnson & Johnson Dividend Announcement

The firm also recently declared a quarterly dividend, which will be paid on Tuesday, September 8th. Investors of record on Tuesday, August 25th will be issued a $1.34 dividend. This represents a $5.36 dividend on an annualized basis and a dividend yield of 2.1%. The ex-dividend date of this dividend is Tuesday, August 25th. Johnson & Johnson’s payout ratio is currently 62.11%.

Analyst Upgrades and Downgrades

Several equities analysts recently commented on JNJ shares. Guggenheim restated a “buy” rating and set a $270.00 target price on shares of Johnson & Johnson in a research report on Friday, July 17th. Weiss Ratings upgraded Johnson & Johnson from a “buy (b-)” rating to a “buy (b)” rating in a research report on Friday, July 24th. The Goldman Sachs Group reiterated a “buy” rating and set a $282.00 price objective on shares of Johnson & Johnson in a research note on Thursday, July 16th. HSBC set a $290.00 price objective on Johnson & Johnson and gave the company a “buy” rating in a report on Monday, July 6th. Finally, Argus set a $300.00 target price on shares of Johnson & Johnson in a report on Wednesday. One investment 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 stock. Based on data from MarketBeat, Johnson & Johnson presently has a consensus rating of “Moderate Buy” and an average target price of $266.39.

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.