Proficio Capital Partners LLC Boosts Position in Johnson & Johnson $JNJ

Posted by George Bondi on Sep 11th, 2026

Proficio Capital Partners LLC grew its stake in shares of Johnson & Johnson (NYSE:JNJ – Free Report) by 615.1% during the 2nd quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm owned 10,547 shares of the company’s stock after buying an additional 9,072 shares during the period. Proficio Capital Partners LLC’s holdings in Johnson & Johnson were worth $2,679,000 at the end of the most recent reporting period.

Other institutional investors and hedge funds have also recently modified their holdings of the company. Silver Coast Investments LLC increased its holdings in Johnson & Johnson by 3.8% during the 2nd quarter. Silver Coast Investments LLC now owns 1,066 shares of the company’s stock worth $271,000 after acquiring an additional 39 shares during the period. Townsend Asset Management Corp NC ADV boosted its holdings in Johnson & Johnson by 0.6% in the 2nd quarter. Townsend Asset Management Corp NC ADV now owns 6,418 shares of the company’s stock valued at $1,630,000 after purchasing an additional 39 shares during the period. Denali Advisors LLC boosted its holdings in Johnson & Johnson by 1.2% in the 2nd quarter. Denali Advisors LLC now owns 3,305 shares of the company’s stock valued at $839,000 after purchasing an additional 40 shares during the period. Sierra Capital LLC grew its position 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 valued at $1,685,000 after purchasing an additional 41 shares in the last quarter. Finally, Beaird Harris Wealth Management LLC increased its holdings in shares of Johnson & Johnson by 1.8% in the fourth quarter. Beaird Harris Wealth Management LLC now owns 2,422 shares of the company’s stock worth $501,000 after purchasing an additional 42 shares during the period. 69.55% of the stock is owned by hedge funds and other institutional investors.

Johnson & Johnson Stock Down 0.3%

Shares of JNJ opened at $266.30 on Friday. Johnson & Johnson has a 1 year low of $173.33 and a 1 year high of $281.07. 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 stock has a 50 day simple moving average of $262.96 and a two-hundred day simple moving average of $245.79. The firm has a market cap of $641.76 billion, a P/E ratio of 30.86, a P/E/G ratio of 2.55 and a beta of 0.24.

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

Johnson & Johnson Announces Dividend

The firm also recently announced a quarterly dividend, which was paid on Tuesday, September 8th. Investors of record on Tuesday, August 25th were given a $1.34 dividend. This represents a $5.36 dividend on an annualized basis and a yield of 2.0%. The ex-dividend date was Tuesday, August 25th. Johnson & Johnson’s dividend payout ratio (DPR) is presently 62.11%.

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 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 sale, the executive vice president directly owned 23,003 shares in the company, valued at $5,779,963.81. This represents a 50.06% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which is available at this hyperlink. Also, EVP Jennifer Taubert sold 15,000 shares of the firm’s stock in a transaction dated Monday, August 17th. The shares were sold at an average price of $263.36, for a total value of $3,950,400.00. Following the transaction, the executive vice president directly owned 194,451 shares in the company, valued at $51,210,615.36. This trade represents a 7.16% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Over the last three months, insiders sold 87,569 shares of company stock valued at $23,064,544. Company insiders own 0.16% of the company’s stock.

Key Stories Impacting Johnson & Johnson

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

Positive Sentiment: Johnson & Johnson received CE Marking in Europe for ACUVUE OASYS MAX 2-Week reusable contact lenses. The product uses the company’s proprietary MAX technologies and expands J&J Vision’s premium reusable lens portfolio, offering a potential source of incremental growth. Johnson & Johnson Receives CE Marking for ACUVUE OASYS MAX Reusable Contact Lenses
Positive Sentiment: J&J secured Chinese approval for Icotyde, a once-daily oral treatment for moderate-to-severe plaque psoriasis. The therapy gives the company access to China’s large psoriasis market and could attract patients seeking an oral alternative to injectable treatments, although commercial results will take time to develop. Could Icotyde Become Johnson & Johnson’s Next Blockbuster in China?
Neutral Sentiment: Coverage of J&J’s Wells Fargo healthcare conference highlighted its broader growth strategy, including continued emphasis on MedTech and cardiovascular care. The discussion reinforces the company’s long-term diversification but did not identify a major new financial catalyst. Johnson & Johnson Presents at Wells Fargo Healthcare Conference
Neutral Sentiment: An investment article included JNJ as a potential dividend-income holding. This supports the stock’s defensive, income-oriented appeal but is not a new company announcement or direct earnings catalyst. The Portfolio You Need to Generate $500 a Month in Dividend Income
Negative Sentiment: Analysts questioned whether JNJ’s rally is losing momentum. With shares trading near their 52-week high and at a premium earnings multiple, profit-taking and valuation concerns may be weighing on the stock despite the company’s solid operating outlook. JNJ Stock: Is the Rally Running Out of Steam?

Analyst Upgrades and Downgrades

A number of equities research analysts recently issued reports on JNJ shares. Guggenheim increased their price objective on Johnson & Johnson from $270.00 to $287.00 and gave the stock a “buy” rating in a research report on Thursday, August 6th. TD Cowen upped their target price on Johnson & Johnson from $250.00 to $300.00 and gave the stock a “buy” rating in a research note on Monday, July 13th. Scotiabank reaffirmed an “outperform” rating and issued a $305.00 price target on shares of Johnson & Johnson in a report on Thursday, July 16th. Johnson Rice reiterated a “buy” rating on shares of Johnson & Johnson in a research report on Monday, August 3rd. Finally, The Goldman Sachs Group restated a “buy” rating and issued a $282.00 price objective on shares of Johnson & Johnson in a research report 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 company. According to data from MarketBeat.com, the company has a consensus rating of “Moderate Buy” and an average price target of $274.13.

Read Our Latest Research Report on Johnson & Johnson

Johnson & Johnson Profile

(Free Report)

Johnson & Johnson (NYSE: JNJ) is a global healthcare company that develops, manufactures and markets pharmaceutical and medical device products. Founded in 1886 and headquartered in New Brunswick, New Jersey, the company serves patients, healthcare professionals and institutions in markets around the world.

Johnson & Johnson operates through two primary business segments: Innovative Medicine and MedTech. Innovative Medicine focuses on prescription treatments in areas including immunology, oncology, neuroscience, cardiovascular and metabolic disease, infectious diseases, and pulmonary hypertension.