Calamos Advisors LLC Acquires 122,350 Shares of Johnson & Johnson $JNJ

Calamos Advisors LLC boosted its holdings in Johnson & Johnson (NYSE:JNJ) by 18.8% during the 1st quarter, Holdings Channel reports. The firm owned 773,100 shares of the company’s stock after acquiring an additional 122,350 shares during the period. Johnson & Johnson makes up about 0.7% of Calamos Advisors LLC’s investment portfolio, making the stock its 23rd largest holding. Calamos Advisors LLC’s holdings in Johnson & Johnson were worth $188,977,000 at the end of the most recent quarter.

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

Key Johnson & Johnson News

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

• Positive Sentiment: JNJ beat Q2 estimates, with EPS of $2.90 and revenue of $25.31 billion, helped by strong pharmaceutical growth from Darzalex, Tremfya and Spravato. Reuters article
• Positive Sentiment: The company raised FY 2026 guidance to EPS of $11.60-$11.75 and revenue of about $100.8 billion-$101.4 billion, signaling management confidence in continued growth. Business Wire article
• Positive Sentiment: Jefferies highlighted Spravato’s strong sales growth as a positive read-through for the broader psychedelic/depression-treatment market, reinforcing the value of J&J’s innovative medicines franchise. Proactive Investors article
• Positive Sentiment: Unusual options activity leaned bullish, with traders buying more JNJ call options than usual, suggesting some expectations for upside after earnings.
• Neutral Sentiment: Johnson & Johnson declared a quarterly dividend of $1.34 per share, underscoring its shareholder-return profile and dividend-king status.
• Neutral Sentiment: Stifel maintained a Hold rating with a $260 price target, reflecting a balanced view after the earnings report. TipRanks article
• Negative Sentiment: Despite the beat-and-raise quarter, the stock slipped because investors appeared underwhelmed relative to elevated expectations and are still weighing MedTech softness and talc-related legal risk. MarketBeat article

Insider Buying and Selling

In other news, EVP Kathryn E. Wengel sold 10,000 shares of the 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 of the company’s stock, valued at $27,560,551.20. This represents a 8.05% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available at this link. 0.16% of the stock is currently owned by corporate insiders.

Johnson & Johnson Price Performance

Johnson & Johnson stock opened at $247.55 on Thursday. The stock has a market cap of $595.90 billion, a price-to-earnings ratio of 28.62, a PEG ratio of 2.42 and a beta of 0.24. 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 business has a 50-day simple moving average of $238.64 and a 200 day simple moving average of $234.20. Johnson & Johnson has a 52 week low of $159.80 and a 52 week high of $269.43.

Johnson & Johnson (NYSE:JNJ) last released its quarterly earnings results on Wednesday, July 15th. The company reported $2.90 earnings per share for the quarter, beating the consensus estimate of $2.84 by $0.06. Johnson & Johnson had a return on equity of 32.60% and a net margin of 21.83%.The firm had revenue of $25.31 billion for the quarter, compared to analysts’ expectations of $25.02 billion. During the same quarter last year, the firm posted $2.77 EPS. The company’s revenue was up 6.6% compared to the same quarter last year. Johnson & Johnson has set its FY 2026 guidance at 11.600-11.750 EPS. On average, research analysts forecast that Johnson & Johnson will post 11.58 earnings per share for the current fiscal 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 given a dividend of $1.34 per share. The ex-dividend date is Tuesday, August 25th. This represents a $5.36 annualized dividend and a yield of 2.2%. Johnson & Johnson’s payout ratio is presently 61.97%.

Wall Street Analyst Weigh In

A number of equities analysts have weighed in on the stock. Johnson Rice set a $270.00 target price on shares of Johnson & Johnson in a research report on Friday, June 26th. TD Cowen boosted their price target on shares of Johnson & Johnson from $250.00 to $300.00 and gave the company a “buy” rating in a research report on Monday. 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 report on Wednesday, April 15th. Weiss Ratings lowered shares of Johnson & Johnson from a “buy (b)” rating to a “buy (b-)” rating in a research note on Monday, June 15th. Finally, Daiwa Securities Group boosted their target price on shares of Johnson & Johnson from $237.00 to $246.00 and gave the company an “outperform” rating in a report on Thursday, April 16th. Twenty investment 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 stock presently has an average rating of “Moderate Buy” and a consensus target price of $261.70.

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.