Liberty One Investment Management LLC Buys 12,166 Shares of Johnson & Johnson $JNJ

Liberty One Investment Management LLC raised its stake in shares of Johnson & Johnson (NYSE:JNJ) by 8.5% in the first quarter, according to its most recent 13F filing with the SEC. The fund owned 156,093 shares of the company’s stock after buying an additional 12,166 shares during the period. Johnson & Johnson comprises about 3.9% of Liberty One Investment Management LLC’s portfolio, making the stock its largest holding. Liberty One Investment Management LLC’s holdings in Johnson & Johnson were worth $38,155,000 as of its most recent filing with the SEC.

Other institutional investors also recently bought and sold shares of the company. Aspen Grove Capital LLC boosted its position in Johnson & Johnson by 4.4% in the 1st quarter. Aspen Grove Capital LLC now owns 3,216 shares of the company’s stock worth $786,000 after purchasing an additional 136 shares in the last quarter. RMG Wealth Management LLC increased its holdings in shares of Johnson & Johnson by 4.6% during the 1st quarter. RMG Wealth Management LLC now owns 2,463 shares of the company’s stock valued at $602,000 after purchasing an additional 108 shares in the last quarter. Dickmeyer Boyce Financial Management Inc. acquired a new position in shares of Johnson & Johnson in the 1st quarter valued at $5,382,000. Gibbs Wealth Management boosted its holdings in Johnson & Johnson by 37.7% during the first quarter. Gibbs Wealth Management now owns 8,655 shares of the company’s stock worth $2,116,000 after buying an additional 2,368 shares in the last quarter. Finally, Sei Investments Co. increased its holdings in Johnson & Johnson by 16.4% in the first quarter. Sei Investments Co. now owns 1,961,422 shares of the company’s stock valued at $479,453,000 after buying an additional 276,925 shares in the last quarter. 69.55% of the stock is currently owned by hedge funds and other institutional investors.

Trending Headlines about Johnson & Johnson

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

Johnson & Johnson Trading Up 1.5%

Shares of Johnson & Johnson stock opened at $259.34 on Friday. The company has a current ratio of 1.03, a quick ratio of 0.77 and a debt-to-equity ratio of 0.46. Johnson & Johnson has a twelve month low of $164.23 and a twelve month high of $269.43. The firm 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 firm’s 50-day moving average price is $241.98 and its 200 day moving average price is $236.13.

Johnson & Johnson (NYSE:JNJ) last posted its quarterly earnings data on Wednesday, July 15th. The company reported $2.90 EPS for the quarter, topping the consensus estimate of $2.84 by $0.06. Johnson & Johnson had a return on equity of 32.86% and a net margin of 21.48%.The company had revenue of $25.31 billion during the quarter, compared to analyst estimates of $25.06 billion. During the same period in the previous year, the business earned $2.77 EPS. Johnson & Johnson’s quarterly revenue was up 6.6% on a year-over-year basis. Johnson & Johnson has set its FY 2026 guidance at 11.600-11.750 EPS. On average, sell-side analysts predict that Johnson & Johnson will post 11.68 EPS for the current fiscal year.

Johnson & Johnson Dividend Announcement

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 given a dividend of $1.34 per share. This represents a $5.36 annualized dividend and a dividend yield of 2.1%. The ex-dividend date is Tuesday, August 25th. Johnson & Johnson’s payout ratio is presently 62.11%.

Analyst Ratings Changes

Several equities research analysts have recently issued reports on the stock. Citigroup increased their target price on shares of Johnson & Johnson from $285.00 to $298.00 and gave the stock a “buy” rating in a research note on Wednesday, July 8th. Wells Fargo & Company lifted their price target on Johnson & Johnson from $263.00 to $272.00 and gave the company an “overweight” rating in a research note on Thursday, July 16th. Barclays increased their price target on Johnson & Johnson from $234.00 to $255.00 and gave the stock an “equal weight” rating in a research report on Wednesday, April 15th. Daiwa Securities Group raised their price objective on Johnson & Johnson from $237.00 to $246.00 and gave the company an “outperform” rating in a report on Thursday, April 16th. Finally, Royal Bank Of Canada boosted their price objective on Johnson & Johnson from $265.00 to $287.00 and gave the company an “outperform” rating in a research report on Monday, July 13th. One research analyst has rated the stock with a Strong Buy rating, eighteen have assigned a Buy rating and six have issued a Hold rating to the company’s stock. Based on data from MarketBeat, the company presently has an average rating of “Moderate Buy” and an average price target of $265.30.

Insider Buying and Selling

In related news, EVP Kathryn E. Wengel sold 10,000 shares of the stock in a transaction 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 directly owned 114,288 shares of the company’s stock, valued at approximately $27,560,551.20. This represents a 8.05% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through the SEC website. Corporate insiders own 0.16% of the company’s stock.

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.