Little House Capital LLC Has $7.70 Million Stake in Johnson & Johnson $JNJ

Posted by Geri Gentry on May 20th, 2026

Little House Capital LLC trimmed its holdings in shares of Johnson & Johnson (NYSE:JNJ – Free Report) by 7.7% during the 4th quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 37,204 shares of the company’s stock after selling 3,090 shares during the quarter. Johnson & Johnson comprises 1.9% of Little House Capital LLC’s portfolio, making the stock its 18th biggest holding. Little House Capital LLC’s holdings in Johnson & Johnson were worth $7,699,000 as of its most recent SEC filing.

Several other hedge funds have also recently bought and sold shares of JNJ. Vanguard Group Inc. grew its position in shares of Johnson & Johnson by 1.6% in the fourth quarter. Vanguard Group Inc. now owns 240,349,660 shares of the company’s stock valued at $49,740,362,000 after purchasing an additional 3,731,074 shares during the last quarter. Capital International Investors grew its position in shares of Johnson & Johnson by 545.6% in the third quarter. Capital International Investors now owns 3,865,050 shares of the company’s stock valued at $716,657,000 after purchasing an additional 3,266,354 shares during the last quarter. Amundi grew its position in shares of Johnson & Johnson by 19.3% in the third quarter. Amundi now owns 13,354,936 shares of the company’s stock valued at $2,512,719,000 after purchasing an additional 2,163,838 shares during the last quarter. Marshall Wace LLP grew its position in shares of Johnson & Johnson by 126.3% in the third quarter. Marshall Wace LLP now owns 3,584,162 shares of the company’s stock valued at $664,575,000 after purchasing an additional 2,000,609 shares during the last quarter. Finally, Danske Bank A S acquired a new stake in shares of Johnson & Johnson in the third quarter valued at about $367,467,000. 69.55% of the stock is owned by institutional investors and hedge funds.

Wall Street Analyst Weigh In

Several brokerages have recently issued reports on JNJ. Stifel Nicolaus raised their price target on Johnson & Johnson from $220.00 to $250.00 and gave the company a “hold” rating in a research report on Wednesday, April 15th. Argus raised their price target on Johnson & Johnson from $240.00 to $275.00 and gave the company a “buy” rating in a research report on Thursday, April 16th. Weiss Ratings cut shares of Johnson & Johnson from a “buy (b+)” rating to a “buy (b)” rating in a research note on Friday, April 24th. TD Cowen started coverage on shares of Johnson & Johnson in a research note on Wednesday, April 8th. They issued a “buy” rating and a $250.00 target price for the company. Finally, Citigroup increased their target price on shares of Johnson & Johnson from $274.00 to $285.00 and gave the company a “buy” rating in a research note on Tuesday, April 7th. Twenty research analysts have rated the stock with a Buy rating and seven have assigned a Hold rating to the company. Based on data from MarketBeat.com, the company has a consensus rating of “Moderate Buy” and a consensus target price of $253.04.

View Our Latest Stock Analysis on JNJ

Johnson & Johnson Stock Up 0.5%

NYSE JNJ opened at $229.97 on Wednesday. The company has a debt-to-equity ratio of 0.46, a quick ratio of 0.77 and a current ratio of 1.03. The firm has a 50-day simple moving average of $234.70 and a 200 day simple moving average of $222.62. Johnson & Johnson has a twelve month low of $149.04 and a twelve month high of $251.71. The stock has a market cap of $553.59 billion, a PE ratio of 26.59, a PEG ratio of 2.24 and a beta of 0.27.

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

Johnson & Johnson Increases Dividend

The firm also recently declared a quarterly dividend, which will be paid on Tuesday, June 9th. Shareholders of record on Tuesday, May 26th will be paid a dividend of $1.34 per share. This is a positive change from Johnson & Johnson’s previous quarterly dividend of $1.30. This represents a $5.36 dividend on an annualized basis and a yield of 2.3%. The ex-dividend date is Tuesday, May 26th. Johnson & Johnson’s dividend payout ratio is 60.12%.

Insider Buying and Selling

In other Johnson & Johnson news, EVP Timothy Schmid sold 1,322 shares of the firm’s stock in a transaction dated Friday, February 20th. The shares were 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 in the company, valued at $6,251,310.02. This trade represents a 4.94% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available at this link. 0.16% of the stock is currently owned by corporate insiders.

Key Headlines Impacting Johnson & Johnson

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

Positive Sentiment: Johnson & Johnson launched its next-generation Shockwave C2 Aero Coronary IVL catheter, a new cardiovascular product that could support future sales growth in the medtech segment. Johnson And Johnson Catheter Launch Adds New Angle To JNJ Valuation
Positive Sentiment: Analysts at Leerink upgraded Johnson & Johnson to Outperform and raised their price target, citing strong new drug momentum and improving fundamentals. Is Johnson & Johnson (JNJ) One of the Best “Dogs of the Dow” Stocks to Buy for the Rest of 2026?
Positive Sentiment: Recent coverage highlighted J&J’s expanding pipeline, new drug approvals, and rising cancer-medicine sales, reinforcing the company’s long-term growth story. J&J’s Pipeline Progress & New Drugs Promise Stronger Long-Term Growth
Positive Sentiment: J&J was also highlighted in dividend-stock and “Dogs of the Dow” pieces, which can attract income-focused buyers looking for stability and yield. These 3 Dividend Stocks Are as Close to a Sure Thing as Investing Gets

Johnson & Johnson Company Profile

(Free Report)

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.