Orographic Financial Advisors LLC Purchases Shares of 10,007 Johnson & Johnson $JNJ

Orographic Financial Advisors LLC acquired a new stake in shares of Johnson & Johnson (NYSE:JNJ) in the 1st quarter, Holdings Channel.com reports. The fund acquired 10,007 shares of the company’s stock, valued at approximately $2,446,000. Johnson & Johnson accounts for about 1.7% of Orographic Financial Advisors LLC’s portfolio, making the stock its 16th largest position.

Several other large investors have also recently made changes to their positions in JNJ. Sierra Capital LLC raised its stake in Johnson & Johnson by 0.5% during the fourth quarter. Sierra Capital LLC now owns 8,144 shares of the company’s stock valued at $1,685,000 after purchasing an additional 41 shares in the last quarter. Beaird Harris Wealth Management LLC increased its holdings in shares of Johnson & Johnson by 1.8% in the 4th quarter. Beaird Harris Wealth Management LLC now owns 2,422 shares of the company’s stock worth $501,000 after buying an additional 42 shares during the last quarter. Broadleaf Partners LLC increased its holdings in shares of Johnson & Johnson by 0.6% in the 4th quarter. Broadleaf Partners LLC now owns 7,348 shares of the company’s stock worth $1,521,000 after buying an additional 43 shares during the last quarter. Jessup Wealth Management Inc raised its position in shares of Johnson & Johnson by 0.6% during the 4th quarter. Jessup Wealth Management Inc now owns 7,574 shares of the company’s stock valued at $1,567,000 after buying an additional 44 shares in the last quarter. Finally, Plancorp LLC lifted its holdings in shares of Johnson & Johnson by 0.3% in the 4th quarter. Plancorp LLC now owns 15,889 shares of the company’s stock valued at $3,288,000 after acquiring an additional 45 shares during the last quarter. 69.55% of the stock is owned by institutional investors.

Key Headlines Impacting Johnson & Johnson

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

• Positive Sentiment: Pipeline and product expansion support long-term growth. J&J received FDA clearance for its surgical robot and is targeting $100 billion in revenue. The company also raised its dividend for the 64th consecutive year, reinforcing its appeal to income-oriented investors. FDA clearance, dividend and revenue article
• Positive Sentiment: Oncology and immunology efforts gained momentum. J&J completed its $1 billion acquisition of Firefly Bio, adding a degrader antibody-conjugate platform, and formed a Sail Biomedicines partnership focused on in-vivo CAR-T therapies. The agreement includes $785 million in initial payments and an option to acquire Sail for $2.58 billion. J&J biotech deals article
• Positive Sentiment: Analyst sentiment remains favorable. Argus Research initiated coverage with a Buy rating, while Erste Group raised its 2026 EPS estimate to $11.68 from $11.56. Recent analyst targets remain broadly above the current trading range. Argus Buy rating article
• Neutral Sentiment: Regulatory progress could expand the pharmaceutical franchise. The FDA granted Priority Review to subcutaneous RYBREVANT FASPRO for advanced head and neck cancer. The treatment produced a 42% overall response rate in clinical data, but approval and commercial uptake remain uncertain. RYBREVANT FASPRO Priority Review article
• Negative Sentiment: Near-term earnings face pressure from strategic spending. J&J lowered its 2026 profit forecast, citing the Firefly acquisition and Sail collaboration. The upfront cash commitments may weigh on earnings and raise questions about the return on those investments. Reuters profit forecast article
• Negative Sentiment: The proposed talc settlement remains a major financial liability. J&J would commit $5.5 billion to resolve approximately 76,000 ovarian-cancer claims, subject to at least 95% claimant participation. Investors appear to be shifting attention from reduced legal uncertainty to the size and execution risk of the cash obligation. Talc settlement article

Insider Buying and Selling at Johnson & Johnson

In other Johnson & Johnson news, EVP Vanessa Broadhurst sold 23,054 shares of the company’s stock in a transaction on Monday, July 20th. The stock was sold at an average price of $251.27, for a total value of $5,792,778.58. Following the completion of the sale, the executive vice president directly owned 23,003 shares in the company, valued at approximately $5,779,963.81. This represents a 50.06% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through this hyperlink. Also, EVP Kathryn E. Wengel sold 10,000 shares of the firm’s stock in a transaction on Thursday, June 11th. The shares were sold at an average price of $241.15, for a total value of $2,411,500.00. Following the transaction, the executive vice president owned 114,288 shares in the company, valued at approximately $27,560,551.20. This represents a 8.05% decrease in their position. The disclosure for this sale is available in the SEC filing. 0.16% of the stock is currently owned by corporate insiders.

Analyst Upgrades and Downgrades

Several equities research analysts have recently weighed in on the stock. Daiwa Securities Group increased their target price on shares of Johnson & Johnson from $237.00 to $246.00 and gave the company an “outperform” rating in a research note on Thursday, April 16th. Sanford C. Bernstein upped their price target on shares of Johnson & Johnson from $225.00 to $251.00 and gave the company a “market perform” rating in a report on Wednesday, April 15th. Wall Street Zen raised shares of Johnson & Johnson from a “hold” rating to a “buy” rating in a research report on Saturday, July 18th. JPMorgan Chase & Co. raised their price objective on shares of Johnson & Johnson from $250.00 to $260.00 and gave the stock a “neutral” rating in a research note on Wednesday, April 15th. Finally, Johnson Rice raised Johnson & Johnson from an “outperform” rating to a “buy” rating and set a $280.00 target price on the stock in a research note on Thursday, July 16th. 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 stock. Based on data from MarketBeat.com, Johnson & Johnson currently has a consensus rating of “Moderate Buy” and a consensus price target of $266.39.

Johnson & Johnson Trading Down 3.6%

Shares of JNJ opened at $255.84 on Friday. The company has a debt-to-equity ratio of 0.44, a current ratio of 1.09 and a quick ratio of 0.81. The firm has a market capitalization of $616.56 billion, a price-to-earnings ratio of 29.65, a PEG ratio of 2.52 and a beta of 0.24. The company has a 50-day moving average of $245.41 and a 200 day moving average of $238.18. Johnson & Johnson has a 1-year low of $164.23 and a 1-year high of $274.90.

Johnson & Johnson (NYSE:JNJ) last issued its 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 business had revenue of $25.31 billion for the quarter, compared to analyst estimates of $25.06 billion. Johnson & Johnson had a net margin of 21.48% and a return on equity of 32.42%. The company’s quarterly revenue was up 6.6% compared to the same quarter last year. During the same period last year, the company posted $2.77 earnings per share. Johnson & Johnson has set its FY 2026 guidance at 11.600-11.750 EPS. On average, research analysts expect that Johnson & Johnson will post 11.69 EPS for the current year.

Johnson & Johnson Announces Dividend

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

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.