Monarch Capital Management Inc. Reduces Stock Position in Johnson & Johnson $JNJ

Posted by Linda Flegge on Jun 23rd, 2026

Monarch Capital Management Inc. decreased its holdings in shares of Johnson & Johnson (NYSE:JNJ – Free Report) by 4.0% in the 1st quarter, HoldingsChannel reports. The firm owned 58,478 shares of the company’s stock after selling 2,405 shares during the period. Johnson & Johnson makes up approximately 3.5% of Monarch Capital Management Inc.’s holdings, making the stock its 5th largest holding. Monarch Capital Management Inc.’s holdings in Johnson & Johnson were worth $14,294,000 at the end of the most recent reporting period.

Other institutional investors and hedge funds have also recently modified their holdings of the company. Blueline Advisors LLC acquired a new stake in shares of Johnson & Johnson during the 4th quarter worth about $25,000. Cresta Advisors Ltd. acquired a new position in Johnson & Johnson in the 4th quarter valued at about $26,000. DecisionPoint Financial LLC raised its holdings in Johnson & Johnson by 104.2% in the 4th quarter. DecisionPoint Financial LLC now owns 147 shares of the company’s stock valued at $30,000 after acquiring an additional 75 shares during the period. Bay Harbor Wealth Management LLC lifted 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 acquiring an additional 49 shares during the last quarter. Finally, Family CFO Inc acquired a new stake in Johnson & Johnson during the fourth quarter worth approximately $31,000. 69.55% of the stock is currently owned by institutional investors and hedge funds.

Johnson & Johnson Stock Up 1.2%

NYSE JNJ opened at $231.12 on Tuesday. The company has a current ratio of 1.03, a quick ratio of 0.77 and a debt-to-equity ratio of 0.46. The company has a market cap of $556.36 billion, a price-to-earnings ratio of 26.72, a PEG ratio of 2.24 and a beta of 0.26. The company has a 50 day moving average of $230.41 and a 200-day moving average of $228.43. Johnson & Johnson has a 1-year low of $149.74 and a 1-year high of $251.71.

Johnson & Johnson (NYSE:JNJ – Get Free Report) last issued its quarterly earnings results on Tuesday, April 14th. The company reported $2.70 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $2.68 by $0.02. Johnson & Johnson had a return on equity of 32.60% and a net margin of 21.83%.The business had revenue of $24.06 billion for the quarter, compared to the consensus estimate of $23.60 billion. During the same quarter in the prior year, the business posted $2.77 earnings per share. The firm’s quarterly revenue was up 9.9% compared to the same quarter last year. Johnson & Johnson has set its FY 2026 guidance at 11.450-11.650 EPS. On average, equities research analysts expect that Johnson & Johnson will post 11.57 earnings per share for the current fiscal year.

Johnson & Johnson Increases Dividend

The business also recently announced a quarterly dividend, which was paid on Tuesday, June 9th. Stockholders of record on Tuesday, May 26th were issued a dividend of $1.34 per share. This is an increase from Johnson & Johnson’s previous quarterly dividend of $1.30. The ex-dividend date of this dividend was Tuesday, May 26th. This represents a $5.36 annualized dividend and a dividend yield of 2.3%. Johnson & Johnson’s payout ratio is currently 61.97%.

Insider Activity at Johnson & Johnson

In related news, EVP Kathryn E. Wengel sold 10,000 shares of the business’s stock in a transaction dated 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. The trade was a 8.05% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available through this link. Insiders own 0.16% of the company’s stock.

Wall Street Analyst Weigh In

Several equities analysts have recently commented on the company. Bank of America upped their target price on Johnson & Johnson from $253.00 to $254.00 and gave the company a “neutral” rating in a research report on Wednesday, April 15th. The Goldman Sachs Group boosted their price target on Johnson & Johnson from $265.00 to $275.00 and gave the company a “buy” rating in a research note on Wednesday, April 15th. Weiss Ratings lowered Johnson & Johnson from a “buy (b)” rating to a “buy (b-)” rating in a report on Monday, June 15th. Leerink Partners raised Johnson & Johnson from a “market perform” rating to an “outperform” rating and set a $265.00 target price for the company in a report on Wednesday, May 13th. Finally, Wells Fargo & Company boosted their target price on shares of Johnson & Johnson from $240.00 to $263.00 and gave the company an “overweight” rating in a research report on Wednesday, April 15th. Twenty investment analysts have rated the stock with a Buy rating and seven have assigned a Hold rating to the company’s stock. According to data from MarketBeat, the company has an average rating of “Moderate Buy” and a consensus target price of $253.04.

View Our Latest Research Report on JNJ

Johnson & Johnson News Roundup

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

Positive Sentiment: Johnson & Johnson announced a more than $1 billion expansion of its Jacksonville, Florida Vision operations, boosting domestic manufacturing, packaging, and distribution capacity for ACUVUE contact lenses. The move is part of a broader $55 billion U.S. investment plan and may support long-term growth and supply-chain resilience. Johnson & Johnson (JNJ) Is Spending More Than $1 Billion On Jacksonville Vision Expansion
Positive Sentiment: Recent commentary highlights Johnson & Johnson as a quality dividend name with improving pharma momentum, including oncology strength and upside to price targets, which may be helping sentiment around the stock. Pharma Momentum Fuels Johnson & Johnson’s Path to Double-Digit Upside
Neutral Sentiment: Brokerage coverage remains constructive, with Johnson & Johnson still carrying a “Moderate Buy” consensus rating. This supports the stock, but is not a fresh catalyst on its own. Johnson & Johnson (NYSE:JNJ) Receives Consensus Rating of “Moderate Buy” from Brokerages
Neutral Sentiment: Additional articles reiterated the Jacksonville expansion story and its strategic role in strengthening JNJ’s Vision business, reinforcing the same positive theme rather than adding a new development. How Johnson & Johnson (JNJ) Is Using U.S. Manufacturing Investment to Strengthen Its Vision Business
Negative Sentiment: No major negative company-specific headlines were included in the latest batch, so there is little evidence of a fresh catalyst pushing shares lower today.

Johnson & Johnson Company Profile

(Free Report)

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.