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

Kinsale Capital Group Inc. grew its position in shares of Johnson & Johnson (NYSE:JNJ) by 4.4% in the first quarter, Holdings Channel reports. The fund owned 77,002 shares of the company’s stock after buying an additional 3,239 shares during the quarter. Johnson & Johnson makes up about 3.0% of Kinsale Capital Group Inc.’s portfolio, making the stock its 4th biggest position. Kinsale Capital Group Inc.’s holdings in Johnson & Johnson were worth $18,822,000 at the end of the most recent quarter.

A number of other institutional investors and hedge funds have also recently modified their holdings of JNJ. Auto Owners Insurance Co raised its stake in Johnson & Johnson by 22,225.6% during the fourth quarter. Auto Owners Insurance Co now owns 69,419,308 shares of the company’s stock valued at $1,436,633,000 after purchasing an additional 69,108,368 shares in the last quarter. Norges Bank purchased a new position in shares of Johnson & Johnson in the 4th quarter worth $6,924,523,000. Capital World Investors bought a new stake in shares of Johnson & Johnson in the 4th quarter worth about $2,005,942,000. Diamant Asset Management Inc. increased its holdings in shares of Johnson & Johnson by 24,436.5% in the 1st quarter. Diamant Asset Management Inc. now owns 4,473,008 shares of the company’s stock worth $109,338,000 after buying an additional 4,454,778 shares during the last quarter. Finally, Vanguard Group Inc. raised its position in shares of Johnson & Johnson by 1.6% during the 4th quarter. Vanguard Group Inc. now owns 240,349,660 shares of the company’s stock valued at $49,740,362,000 after buying an additional 3,731,074 shares in the last quarter. 69.55% of the stock is owned by hedge funds and other institutional investors.

Insider Activity at Johnson & Johnson

In other news, EVP Kathryn E. Wengel sold 10,000 shares of the firm’s stock in a transaction that occurred on Thursday, June 11th. The shares were sold at an average price of $241.15, for a total transaction of $2,411,500.00. Following the transaction, the executive vice president directly owned 114,288 shares of the company’s stock, valued at approximately $27,560,551.20. This trade represents a 8.05% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which can be accessed through this link. Company insiders own 0.16% of the company’s stock.

Analyst Ratings Changes

A number of research analysts recently commented on JNJ shares. Guggenheim reaffirmed a “buy” rating and issued a $270.00 price target on shares of Johnson & Johnson in a report on Friday. Royal Bank Of Canada upped 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. Argus lifted their target price on Johnson & Johnson from $240.00 to $275.00 and gave the stock a “buy” rating in a report on Thursday, April 16th. Leerink Partners raised Johnson & Johnson from a “market perform” rating to an “outperform” rating and set a $265.00 target price on the stock in a research report on Wednesday, May 13th. Finally, Scotiabank restated an “outperform” rating and set a $305.00 price target on shares of Johnson & Johnson in a report on Thursday. One equities research analyst has rated the stock with a Strong Buy rating, nineteen have assigned a Buy rating and six have assigned a Hold rating to the stock. According to data from MarketBeat, the stock has an average rating of “Moderate Buy” and an average price target of $265.30.

Johnson & Johnson News Roundup

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

• Positive Sentiment: Johnson & Johnson beat Q2 earnings and revenue estimates, showing solid demand and execution in its core business. J&J Stock Falls Despite Strong Q2 Beat & Higher 2026 View: Here’s Why
• Positive Sentiment: The company raised its 2026 guidance after the report, reinforcing confidence in its growth outlook and pipeline momentum. Johnson & Johnson Raises 2026 Outlook After Q2 Earnings Beat
• Positive Sentiment: Guggenheim reaffirmed its Buy rating and set a $270 price target, signaling continued analyst confidence. Benzinga article on Guggenheim rating reaffirmation
• Positive Sentiment: Some market commentary suggests the post-earnings pullback could be an opportunity to buy JNJ on strength after a run to 52-week highs. Why Johnson and Johnson’s Earnings Dip Looks Like a Buying Opportunity
• Neutral Sentiment: Investors are also digesting the full Q2 earnings call transcript and several commentary pieces framing the company’s growth beyond legacy drugs and its collaboration announcements. Full Transcript: Johnson & Johnson Q2 2026 Earnings Call
• Negative Sentiment: Despite the earnings beat, the stock fell because MedTech results missed expectations, creating concern that one important division is lagging behind the company’s otherwise solid performance. J&J Stock Falls Despite Strong Q2 Beat & Higher 2026 View: Here’s Why

Johnson & Johnson Stock Down 0.0%

NYSE:JNJ opened at $252.93 on Monday. The company has a market cap of $608.86 billion, a price-to-earnings ratio of 29.31, a price-to-earnings-growth ratio of 2.39 and a beta of 0.24. Johnson & Johnson has a twelve month low of $162.78 and a twelve month high of $269.43. 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 stock has a fifty day simple moving average of $239.82 and a 200-day simple moving average of $234.82.

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

Johnson & Johnson Dividend Announcement

The business also recently announced a quarterly dividend, which will be paid on Tuesday, September 8th. Shareholders of record on Tuesday, August 25th will be paid a $1.34 dividend. This represents a $5.36 dividend on an annualized basis and a yield of 2.1%. The ex-dividend date is Tuesday, August 25th. Johnson & Johnson’s dividend payout ratio is currently 62.11%.

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.