Orser Capital Management LLC Makes New Investment in Johnson & Johnson $JNJ

Orser Capital Management LLC bought a new stake in Johnson & Johnson (NYSE:JNJ) in the 4th quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor bought 5,217 shares of the company’s stock, valued at approximately $1,080,000.

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

Johnson & Johnson News Summary

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

Johnson & Johnson Price Performance

Johnson & Johnson stock opened at $240.39 on Friday. Johnson & Johnson has a 12 month low of $141.50 and a 12 month high of $251.71. The company has a current ratio of 1.03, a quick ratio of 0.77 and a debt-to-equity ratio of 0.48. The business’s 50 day simple moving average is $237.40 and its 200 day simple moving average is $210.46. The company has a market cap 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 released its 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 return on equity of 33.04% and a net margin of 28.46%. Sell-side analysts forecast that Johnson & Johnson will post 10.58 EPS for the current year.

Johnson & Johnson Dividend Announcement

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

Insider Transactions at Johnson & Johnson

In other Johnson & Johnson news, EVP Vanessa Broadhurst sold 6,197 shares of the stock in a transaction dated Tuesday, February 17th. The shares were sold at an average price of $243.39, for a total transaction of $1,508,287.83. Following the completion of the transaction, the executive vice president owned 23,003 shares in the company, valued at $5,598,700.17. This trade represents a 21.22% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available through this link. Also, 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 of the company’s stock, valued at $6,251,310.02. The trade was a 4.94% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold a total of 30,142 shares of company stock worth $7,360,528 over the last 90 days. 0.16% of the stock is currently owned by company insiders.

Analyst Ratings Changes

Several equities analysts have recently issued reports on the company. Argus upped their target price on Johnson & Johnson from $210.00 to $240.00 in a report on Friday, January 23rd. Wall Street Zen cut Johnson & Johnson from a “buy” rating to a “hold” rating in a research report on Saturday, February 14th. Royal Bank Of Canada upped their price objective on Johnson & Johnson from $240.00 to $255.00 and gave the company an “outperform” rating in a research note on Tuesday, February 3rd. Daiwa Securities Group raised their target price on Johnson & Johnson from $203.00 to $237.00 and gave the company an “outperform” rating in a research report on Thursday, January 29th. Finally, HSBC lifted their target price on Johnson & Johnson from $265.00 to $280.00 and gave the stock a “buy” rating in a research note on Tuesday, March 17th. One equities research analyst has rated the stock with a Strong Buy rating, seventeen have issued a Buy rating and nine have issued a Hold rating to the stock. Based on data from MarketBeat.com, Johnson & Johnson currently has an average rating of “Moderate Buy” and an average price target of $236.91.

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.