Interchange Capital Partners LLC Boosts Stake in Johnson & Johnson $JNJ

Posted by Geri Gentry on Aug 14th, 2026

Interchange Capital Partners LLC grew its position in shares of Johnson & Johnson (NYSE:JNJ – Free Report) by 175.7% in the 2nd quarter, HoldingsChannel.com reports. The fund owned 13,368 shares of the company’s stock after acquiring an additional 8,520 shares during the period. Johnson & Johnson comprises about 0.6% of Interchange Capital Partners LLC’s holdings, making the stock its 26th largest position. Interchange Capital Partners LLC’s holdings in Johnson & Johnson were worth $3,395,000 as of its most recent SEC filing.

Other hedge funds and other institutional investors have also modified their holdings of the company. Blueline Advisors LLC acquired a new stake in Johnson & Johnson during the 4th quarter worth approximately $25,000. Cresta Advisors Ltd. acquired a new position in Johnson & Johnson during the fourth quarter valued at approximately $26,000. DecisionPoint Financial LLC lifted its position in Johnson & Johnson by 104.2% during the fourth quarter. DecisionPoint Financial LLC now owns 147 shares of the company’s stock valued at $30,000 after buying an additional 75 shares in the last quarter. Family CFO Inc purchased a new stake in Johnson & Johnson during the fourth quarter worth approximately $31,000. Finally, Bay Harbor Wealth Management LLC increased its position in shares of Johnson & Johnson by 49.0% in the fourth quarter. Bay Harbor Wealth Management LLC now owns 149 shares of the company’s stock worth $31,000 after acquiring an additional 49 shares in the last quarter. 69.55% of the stock is owned by institutional investors and hedge funds.

Insider Transactions at Johnson & Johnson

In related news, EVP Kathryn E. Wengel sold 10,000 shares of the company’s stock in a transaction dated 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 completion of the sale, 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 ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is available through the SEC website. Also, EVP Vanessa Broadhurst sold 23,054 shares of the stock in a transaction dated Monday, July 20th. The shares were sold at an average price of $251.27, for a total transaction of $5,792,778.58. Following the completion of the transaction, the executive vice president owned 23,003 shares of the company’s stock, valued at $5,779,963.81. This represents a 50.06% decrease in their position. The disclosure for this sale is available in the SEC filing. Over the last quarter, insiders sold 48,972 shares of company stock valued at $12,295,205. 0.16% of the stock is currently owned by corporate insiders.

Analysts Set New Price Targets

JNJ has been the topic of a number of research reports. Johnson Rice reissued a “buy” rating on shares of Johnson & Johnson in a research note on Monday, August 3rd. Citigroup upped their price target on shares of Johnson & Johnson from $285.00 to $298.00 and gave the stock a “buy” rating in a research report on Wednesday, July 8th. Weiss Ratings raised Johnson & Johnson from a “buy (b-)” rating to a “buy (b)” rating in a research report on Friday, July 24th. Raymond James Financial set a $280.00 price objective on Johnson & Johnson in a research note on Monday, August 3rd. Finally, The Goldman Sachs Group reaffirmed a “buy” rating and issued a $282.00 target price on shares of Johnson & Johnson in a research report on Thursday, July 16th. One investment analyst has rated the stock with a Strong Buy rating, eighteen have given a Buy rating and six have issued a Hold rating to the stock. According to MarketBeat.com, the stock currently has a consensus rating of “Moderate Buy” and a consensus target price of $268.22.

Get Our Latest Report on Johnson & Johnson

Key Johnson & Johnson News

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

Positive Sentiment: Johnson & Johnson raised its quarterly dividend by 3.1%, bringing the annual payout to $5.36 per share and extending its dividend-growth streak to 64 consecutive years. The increase reinforces JNJ’s appeal to income-focused and defensive investors. Johnson & Johnson Has Increased Its Dividend for 64 Consecutive Years
Positive Sentiment: JNJ is advancing seltorexant into late-stage development for major depressive disorder, potentially adding a new growth product to its pharmaceutical pipeline. The company also signed a multiyear partnership with ACCESS to expand adoption of cardiac electrophysiology technology in ambulatory surgery centers, supporting growth in higher-value medtech markets. Johnson & Johnson Advances Seltorexant and Expands Outpatient Cardiac Care
Positive Sentiment: Johnson & Johnson’s sale of rights to botaretigene sparoparvovec to MeiraGTx for $25 million indicates continued portfolio streamlining and could allow JNJ to focus capital and resources on its most promising medicines and technologies. MeiraGTx Reports Second Quarter 2026 Financial and Operational Results
Neutral Sentiment: JNJ is attracting attention as investors favor defensive blue-chip healthcare companies while awaiting inflation data. Its low-beta profile and strong dividend history may support demand, though broader interest-rate and macroeconomic expectations remain important for valuation. Johnson & Johnson In Focus as Defensive Blue Chips Draw Attention
Negative Sentiment: After a strong run, JNJ is trading near its annual high with a relatively demanding earnings multiple. Analysts note that much of the company’s quality and defensive appeal may already be reflected in the share price, raising the risk of limited upside or profit-taking. JNJ Keeps Climbing. Should You Climb On?

Johnson & Johnson Price Performance

NYSE JNJ opened at $262.55 on Friday. The company has a 50-day moving average price of $251.37 and a two-hundred day moving average price of $241.06. Johnson & Johnson has a 52 week low of $172.72 and a 52 week high of $274.90. The stock has a market cap of $632.72 billion, a price-to-earnings ratio of 30.42, a price-to-earnings-growth ratio of 2.49 and a beta of 0.24. The company has a current ratio of 1.09, a quick ratio of 0.81 and a debt-to-equity ratio of 0.44.

Johnson & Johnson (NYSE:JNJ – Get Free Report) last released its quarterly earnings results on Wednesday, July 15th. The company reported $2.90 earnings per share for the quarter, beating analysts’ consensus estimates of $2.84 by $0.06. Johnson & Johnson had a return on equity of 32.42% and a net margin of 21.48%.The company had revenue of $25.31 billion for the quarter, compared to analysts’ expectations of $25.06 billion. During the same quarter in the previous year, the company posted $2.77 earnings per share. The business’s revenue for the quarter 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. Analysts forecast that Johnson & Johnson will post 11.61 EPS for the current year.

Johnson & Johnson Dividend Announcement

The firm also recently declared a quarterly dividend, which will be paid on Tuesday, September 8th. Stockholders of record on Tuesday, August 25th will be paid a $1.34 dividend. The ex-dividend date of this dividend is Tuesday, August 25th. This represents a $5.36 annualized dividend and a dividend yield of 2.0%. Johnson & Johnson’s dividend payout ratio is presently 62.11%.

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.