Kinsale Capital Group Inc. Acquires 5,713 Shares of Johnson & Johnson $JNJ

Kinsale Capital Group Inc. increased its holdings in shares of Johnson & Johnson (NYSE:JNJ) by 8.8% in the third quarter, according to the company in its most recent filing with the SEC. The institutional investor owned 70,844 shares of the company’s stock after purchasing an additional 5,713 shares during the quarter. Johnson & Johnson accounts for 2.4% of Kinsale Capital Group Inc.’s holdings, making the stock its 11th biggest position. Kinsale Capital Group Inc.’s holdings in Johnson & Johnson were worth $13,136,000 as of its most recent SEC filing.

Other hedge funds have also recently bought and sold shares of the company. Signature Estate & Investment Advisors LLC boosted its holdings in shares of Johnson & Johnson by 2.8% in the third quarter. Signature Estate & Investment Advisors LLC now owns 10,964 shares of the company’s stock valued at $2,033,000 after buying an additional 303 shares during the period. B.O.S.S. Retirement Advisors LLC acquired a new stake in shares of Johnson & Johnson during the third quarter worth $240,000. Correct Capital Wealth Management lifted its position in Johnson & Johnson by 1.3% in the 3rd quarter. Correct Capital Wealth Management now owns 14,925 shares of the company’s stock valued at $2,767,000 after acquiring an additional 190 shares in the last quarter. American Assets Investment Management LLC boosted its stake in Johnson & Johnson by 14.0% in the 3rd quarter. American Assets Investment Management LLC now owns 57,000 shares of the company’s stock worth $10,569,000 after purchasing an additional 7,000 shares during the period. Finally, First Dallas Securities Inc. increased its holdings in Johnson & Johnson by 4.0% during the 3rd quarter. First Dallas Securities Inc. now owns 10,996 shares of the company’s stock worth $2,039,000 after purchasing an additional 423 shares in the last quarter. 69.55% of the stock is currently owned by institutional investors and hedge funds.

Trending Headlines about Johnson & Johnson

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

• Positive Sentiment: JNJ reached new all‑time highs and technical indicators show strong buy interest, supporting momentum buyers and ETF inflows. Johnson & Johnson Is a Resilient Blue‑Chip Stock and It Just Hit New All‑Time Highs
• Positive Sentiment: RBC raised its price target to $255 and reiterated an Outperform, saying JNJ is positioned to manage legal overhang — a catalyst for investors focused on downside risk. RBC Sees Johnson & Johnson (JNJ) Well Positioned to Manage Legal Overhang
• Positive Sentiment: Regulatory approvals deepening JNJ’s oncology and medtech footprint bolster longer‑term growth expectations for the pipeline and portfolio. Johnson & Johnson Deepens Oncology And MedTech Footprint With New Approvals
• Positive Sentiment: Recent analyst upgrades drove short‑term buying (reports note JNJ trading up on upgrades), helping push the share price higher. Johnson & Johnson (NYSE:JNJ) Trading Up 1% on Analyst Upgrade
• Neutral Sentiment: Zacks and other market commentaries note elevated investor attention — useful context but not a direct catalyst beyond increasing volatility and flows. Johnson & Johnson (JNJ) is Attracting Investor Attention: Here is What You Should Know
• Neutral Sentiment: Analyst commentary (Globe & Mail) provides sector context and mixed views — some analysts remain bullish while others flag valuation concerns, creating a split consensus. Analysts Offer Insights on Healthcare Companies: Amgen (AMGN) and Johnson & Johnson (JNJ)
• Neutral Sentiment: Commentary questioning whether current pricing fully reflects JNJ’s refocused healthcare portfolio is worth watching for longer‑term positioning but isn’t an immediate sell signal. Is Johnson & Johnson (JNJ) Pricing Reflect Recent Healthcare Portfolio Focus?

Wall Street Analysts Forecast Growth

A number of brokerages have recently commented on JNJ. Weiss Ratings restated a “buy (b)” rating on shares of Johnson & Johnson in a report on Wednesday, January 28th. Loop Capital set a $220.00 target price on Johnson & Johnson in a research report on Tuesday, January 27th. Wolfe Research upped their price target on Johnson & Johnson from $225.00 to $240.00 and gave the stock an “outperform” rating in a research report on Monday, January 5th. Barclays raised their price target on shares of Johnson & Johnson from $197.00 to $217.00 and gave the stock an “equal weight” rating in a research note on Tuesday, December 30th. Finally, Raymond James Financial boosted their price objective on shares of Johnson & Johnson from $174.00 to $209.00 and gave the stock an “outperform” rating in a research report on Wednesday, October 15th. One investment analyst has rated the stock with a Strong Buy rating, seventeen have assigned a Buy rating and eight have issued a Hold rating to the company. According to MarketBeat, the stock presently has a consensus rating of “Moderate Buy” and an average price target of $233.73.

Johnson & Johnson Trading Up 1.1%

Shares of Johnson & Johnson stock opened at $240.30 on Friday. The stock has a market cap of $578.95 billion, a P/E ratio of 21.75, a P/E/G ratio of 2.33 and a beta of 0.35. The company has a quick ratio of 0.80, a current ratio of 1.07 and a debt-to-equity ratio of 0.50. Johnson & Johnson has a 12-month low of $141.50 and a 12-month high of $240.94. The business’s 50 day moving average is $213.54 and its 200-day moving average is $194.04.

Johnson & Johnson (NYSE:JNJ) last issued its earnings results on Wednesday, January 21st. The company reported $2.46 earnings per share for the quarter, hitting analysts’ consensus estimates of $2.46. Johnson & Johnson had a net margin of 28.46% and a return on equity of 33.34%. The business had revenue of $24.56 billion for the quarter, compared to the consensus estimate of $24.14 billion. During the same period in the previous year, the company earned $2.04 earnings per share. The firm’s revenue for the quarter was up 9.1% on a year-over-year basis. Johnson & Johnson has set its FY 2026 guidance at 11.430-11.630 EPS. Equities research analysts predict that Johnson & Johnson will post 10.58 earnings per share for the current fiscal year.

Johnson & Johnson Announces Dividend

The company also recently announced a quarterly dividend, which will be paid on Tuesday, March 10th. Stockholders of record on Tuesday, February 24th will be issued a $1.30 dividend. This represents a $5.20 dividend on an annualized basis and a dividend yield of 2.2%. The ex-dividend date of this dividend is Tuesday, February 24th. Johnson & Johnson’s dividend payout ratio is presently 47.06%.

Johnson & Johnson 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.