Fiduciary Alliance LLC Has $16.88 Million Position in Johnson & Johnson $JNJ

Posted by Stanley Muller on Jun 28th, 2026

Fiduciary Alliance LLC lessened its stake in shares of Johnson & Johnson (NYSE:JNJ – Free Report) by 4.2% during the 1st quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 70,709 shares of the company’s stock after selling 3,113 shares during the period. Johnson & Johnson accounts for 1.1% of Fiduciary Alliance LLC’s portfolio, making the stock its 14th largest holding. Fiduciary Alliance LLC’s holdings in Johnson & Johnson were worth $16,876,000 as of its most recent filing with the Securities & Exchange Commission.

Other institutional investors also recently modified their holdings of the company. Sierra Capital LLC boosted its holdings in shares of Johnson & Johnson by 0.5% during the 4th quarter. Sierra Capital LLC now owns 8,144 shares of the company’s stock worth $1,685,000 after buying an additional 41 shares during the period. Beaird Harris Wealth Management LLC raised its holdings in 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 acquiring an additional 42 shares during the period. Broadleaf Partners LLC lifted its position in Johnson & Johnson by 0.6% during the 4th quarter. Broadleaf Partners LLC now owns 7,348 shares of the company’s stock worth $1,521,000 after acquiring an additional 43 shares during the last quarter. Jessup Wealth Management Inc boosted its holdings in Johnson & Johnson by 0.6% during the fourth quarter. Jessup Wealth Management Inc now owns 7,574 shares of the company’s stock valued at $1,567,000 after acquiring an additional 44 shares during the period. Finally, Plancorp LLC boosted its holdings in Johnson & Johnson by 0.3% during the fourth 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 period. Institutional investors own 69.55% of the company’s stock.

Key Stories Impacting Johnson & Johnson

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

Positive Sentiment: Guggenheim raised its price target on Johnson & Johnson to $270 from $266 and reiterated a Buy rating, reinforcing bullish analyst sentiment after recent strength in the shares. Benzinga reference
Positive Sentiment: The company said new data from its IMAAVY (nipocalimab-aahu) program support sustained disease control in generalized myasthenia gravis, adding to optimism around its immunology pipeline and future growth prospects. PR Newswire reference
Positive Sentiment: European regulators also issued a CHMP recommendation advancing TECVAYLI plus daratumumab as a potential standard of care in relapsed/refractory multiple myeloma, which could help support J&J’s oncology franchise. Article reference
Positive Sentiment: Broader market commentary also points to healthcare stocks like Johnson & Johnson becoming a haven for investors rotating out of tech, which is helping lift sentiment across the sector. MarketWatch reference
Neutral Sentiment: Recent articles also highlighted J&J as a “best stock for beginners” and a dependable dividend name, but those are more general reputation pieces than immediate stock-moving catalysts. Article reference
Neutral Sentiment: Analysts are still looking for only single-digit earnings growth ahead of the next quarterly report, so while expectations remain solid, the near-term upside may depend on continued pipeline and product execution. Article reference

Wall Street Analysts Forecast Growth

A number of equities analysts have recently commented on the company. Barclays lifted their price objective on Johnson & Johnson from $234.00 to $255.00 and gave the stock an “equal weight” rating in a research note on Wednesday, April 15th. Bank of America raised their target price on Johnson & Johnson from $253.00 to $254.00 and gave the company a “neutral” rating in a report on Wednesday, April 15th. Guggenheim lifted their price target on Johnson & Johnson from $266.00 to $270.00 and gave the stock a “buy” rating in a research report on Friday. HSBC increased their price objective on Johnson & Johnson from $265.00 to $280.00 and gave the company a “buy” rating in a research report on Tuesday, March 17th. Finally, Johnson Rice set a $270.00 price objective on shares of Johnson & Johnson in a research note on Friday. Twenty analysts have rated the stock with a Buy rating and seven have given a Hold rating to the stock. Based on data from MarketBeat.com, Johnson & Johnson has an average rating of “Moderate Buy” and a consensus target price of $256.70.

View Our Latest Stock Report on Johnson & Johnson

Insider Buying and Selling

In other Johnson & Johnson news, EVP Kathryn E. Wengel sold 10,000 shares of Johnson & Johnson stock in a transaction 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 sale, the executive vice president owned 114,288 shares in the company, valued at $27,560,551.20. The trade was a 8.05% decrease in their ownership of the stock. The transaction 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 company insiders.

Johnson & Johnson Stock Up 4.0%

JNJ stock opened at $254.64 on Friday. Johnson & Johnson has a twelve month low of $151.01 and a twelve month high of $255.11. 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 cap of $612.98 billion, a PE ratio of 29.44, a price-to-earnings-growth ratio of 2.50 and a beta of 0.26. The business’s 50-day simple moving average is $230.92 and its 200 day simple moving average is $229.43.

Johnson & Johnson (NYSE:JNJ – Get Free Report) last posted its quarterly earnings results on Tuesday, April 14th. The company reported $2.70 EPS for the quarter, beating the consensus estimate of $2.68 by $0.02. Johnson & Johnson had a return on equity of 32.60% and a net margin of 21.83%.The firm had revenue of $24.06 billion during the quarter, compared to analysts’ expectations of $23.60 billion. During the same quarter in the prior year, the firm posted $2.77 EPS. The company’s revenue for the quarter 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 anticipate that Johnson & Johnson will post 11.57 earnings per share for the current year.

Johnson & Johnson Increases Dividend

The company also recently announced a quarterly dividend, which was paid on Tuesday, June 9th. Investors of record on Tuesday, May 26th were given a $1.34 dividend. This represents a $5.36 annualized dividend and a yield of 2.1%. This is an increase from Johnson & Johnson’s previous quarterly dividend of $1.30. The ex-dividend date of this dividend was Tuesday, May 26th. Johnson & Johnson’s dividend payout ratio (DPR) is 61.97%.

Johnson & Johnson 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.