Kinsale Capital Group Inc. Grows Stock Position in Johnson & Johnson $JNJ

Kinsale Capital Group Inc. lifted its stake in shares of Johnson & Johnson (NYSE:JNJ) by 4.1% during the fourth quarter, according to the company in its most recent 13F filing with the SEC. The firm owned 73,763 shares of the company’s stock after purchasing an additional 2,919 shares during the quarter. Johnson & Johnson accounts for about 2.5% of Kinsale Capital Group Inc.’s holdings, making the stock its 5th largest position. Kinsale Capital Group Inc.’s holdings in Johnson & Johnson were worth $15,265,000 as of its most recent filing with the SEC.

A number of other institutional investors and hedge funds also recently made changes to their positions in JNJ. Plancorp LLC raised its position in Johnson & Johnson by 0.3% during 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 last quarter. WealthCollab LLC raised its position in Johnson & Johnson by 4.7% during the 4th quarter. WealthCollab LLC now owns 1,015 shares of the company’s stock valued at $210,000 after purchasing an additional 46 shares during the last quarter. MMA Asset Management LLC raised its position in Johnson & Johnson by 1.3% during the 4th quarter. MMA Asset Management LLC now owns 3,600 shares of the company’s stock valued at $745,000 after purchasing an additional 46 shares during the last quarter. Vista Investment Partners II LLC raised its position in Johnson & Johnson by 1.2% during the 4th quarter. Vista Investment Partners II LLC now owns 3,811 shares of the company’s stock valued at $789,000 after purchasing an additional 47 shares during the last quarter. Finally, Campbell Deegan Wealth Management LLC raised its position in Johnson & Johnson by 1.6% during the 4th quarter. Campbell Deegan Wealth Management LLC now owns 2,990 shares of the company’s stock valued at $619,000 after purchasing an additional 48 shares during the last quarter. Hedge funds and other institutional investors own 69.55% of the company’s stock.

Johnson & Johnson News Summary

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

• Positive Sentiment: Leerink Partners upgraded Johnson & Johnson (JNJ) to Outperform, which can help investor sentiment and suggests the firm sees more upside from current levels. Leerink Partners upgrades Johnson & Johnson (JNJ)
• Positive Sentiment: A new article says J&J’s story is shifting as newer drugs such as Icotyde, Inlexzo, Tecvayli and Tremfya gain attention, while a valuation update nudged fair value slightly higher. That points to continued pipeline progress as a key long-term driver. How The Story For Johnson & Johnson (JNJ) Is Shifting With New Drugs And Legal Twists
• Positive Sentiment: CAPLYTA data highlighted favorable efficacy and safety versus competing antipsychotics, reinforcing the value of J&J’s mental-health franchise and broader pipeline depth. CAPLYTA Data Highlights Johnson & Johnson Valuation And Mental Health Story
• Neutral Sentiment: MeiraGTx reported an asset purchase agreement with Johnson & Johnson for bota-vec, a transaction that appears more strategic than immediately material for earnings, but it shows J&J remains active in bolt-on pipeline deals. MeiraGTx Reports First Quarter 2026 Financial and Operational Results
• Neutral Sentiment: Recent bladder-cancer survey coverage reinforces the need for better therapies, which supports the market’s broader view that J&J’s oncology and urology pipeline could have room to grow, though the report itself does not change fundamentals immediately. Groundbreaking global survey captures the significant patient burden experienced with current standard-of-care bladder cancer treatments, underscoring urgency for continued innovation
• Negative Sentiment: Articles note Johnson & Johnson has been down since its last earnings report, indicating some investors remain cautious despite the company’s stable fundamentals and defensive profile. Why Is Johnson & Johnson (JNJ) Down 3.5% Since Last Earnings Report?

Johnson & Johnson Stock Performance

Johnson & Johnson stock opened at $226.81 on Friday. The company has a quick ratio of 0.77, a current ratio of 1.03 and a debt-to-equity ratio of 0.46. The company has a market capitalization of $545.98 billion, a P/E ratio of 26.22, a PEG ratio of 2.22 and a beta of 0.27. The stock’s 50 day moving average is $235.13 and its 200 day moving average is $221.79. Johnson & Johnson has a twelve month low of $149.04 and a twelve month high of $251.71.

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

Johnson & Johnson Increases Dividend

The business also recently declared a quarterly dividend, which will be paid on Tuesday, June 9th. Investors of record on Tuesday, May 26th will be paid a $1.34 dividend. This represents a $5.36 annualized dividend and a dividend yield of 2.4%. The ex-dividend date is Tuesday, May 26th. This is an increase from Johnson & Johnson’s previous quarterly dividend of $1.30. Johnson & Johnson’s dividend payout ratio (DPR) is currently 60.12%.

Insider Buying and Selling at Johnson & Johnson

In other Johnson & Johnson news, EVP Timothy Schmid sold 1,322 shares of the stock in a transaction on Friday, February 20th. The stock was sold at an average price of $245.66, for a total transaction of $324,762.52. Following the sale, the executive vice president directly owned 25,447 shares in the company, valued at approximately $6,251,310.02. This trade represents a 4.94% decrease in their position. The sale was disclosed in a document filed with the SEC, which is accessible through this hyperlink. Also, EVP Vanessa Broadhurst sold 6,197 shares of the stock in a transaction on Tuesday, February 17th. The shares were sold at an average price of $243.39, for a total value of $1,508,287.83. Following the sale, the executive vice president owned 23,003 shares in the company, valued at approximately $5,598,700.17. This represents a 21.22% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Over the last quarter, insiders have sold 30,142 shares of company stock worth $7,360,528. Company insiders own 0.16% of the company’s stock.

Wall Street Analysts Forecast Growth

A number of research analysts have commented on JNJ shares. Rothschild & Co Redburn upped their price target on Johnson & Johnson from $180.00 to $210.00 and gave the company a “neutral” rating in a research report on Thursday, February 19th. Barclays increased their target price 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. Guggenheim increased their target price on Johnson & Johnson from $244.00 to $266.00 and gave the stock a “buy” rating in a research report on Monday, April 20th. Scotiabank reissued an “outperform” rating on shares of Johnson & Johnson in a research report on Thursday, January 22nd. Finally, Royal Bank Of Canada reissued an “outperform” rating and issued a $265.00 target price on shares of Johnson & Johnson in a research report on Wednesday, April 15th. Twenty research analysts have rated the stock with a Buy rating and seven have issued a Hold rating to the company. Based on data from MarketBeat.com, the company has a consensus rating of “Moderate Buy” and a consensus price target of $253.04.

About Johnson & Johnson

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.