Johnson & Johnson $JNJ Shares Purchased by Calamos Advisors LLC

Key Points

• Calamos Advisors LLC increased its Johnson & Johnson stake by 1.9% in Q4, adding 12,094 shares to hold 650,750 shares valued at about $134.67 million.
• Johnson & Johnson raised its quarterly dividend to $1.34 (annualized $5.36), a boost from $1.30, implying a yield of roughly 2.4%.
• J&J beat Q1 EPS estimates with $2.70 and saw revenue rise 9.9% YoY; management set FY2026 guidance of 11.45–11.65 EPS and analysts' average target is $252.48 (Moderate Buy).

Calamos Advisors LLC lifted its stake in Johnson & Johnson (NYSE:JNJ - Free Report) by 1.9% during the 4th quarter, according to the company in its most recent filing with the SEC. The fund owned 650,750 shares of the company's stock after acquiring an additional 12,094 shares during the quarter. Calamos Advisors LLC's holdings in Johnson & Johnson were worth $134,673,000 at the end of the most recent reporting period.

Other large investors have also recently made changes to their positions in the company. Wellington Management Group LLP lifted its holdings in Johnson & Johnson by 3.8% during the 3rd quarter. Wellington Management Group LLP now owns 25,832,777 shares of the company's stock worth $4,789,914,000 after buying an additional 956,239 shares in the last quarter. Bank of New York Mellon Corp lifted its holdings in Johnson & Johnson by 3.5% during the 3rd quarter. Bank of New York Mellon Corp now owns 24,637,649 shares of the company's stock worth $4,568,313,000 after buying an additional 835,146 shares in the last quarter. Legal & General Group Plc lifted its holdings in Johnson & Johnson by 2.8% during the 3rd quarter. Legal & General Group Plc now owns 19,450,064 shares of the company's stock worth $3,606,431,000 after buying an additional 532,790 shares in the last quarter. Amundi lifted its holdings in Johnson & Johnson by 19.3% during the 3rd quarter. Amundi now owns 13,354,936 shares of the company's stock worth $2,512,719,000 after buying an additional 2,163,838 shares in the last quarter. Finally, Raymond James Financial Inc. lifted its holdings in Johnson & Johnson by 7.3% during the 3rd quarter. Raymond James Financial Inc. now owns 10,137,651 shares of the company's stock worth $1,879,718,000 after buying an additional 690,887 shares in the last quarter. 69.55% of the stock is currently owned by institutional investors and hedge funds.

Johnson & Johnson Trading Up 1.0%

Shares of NYSE:JNJ opened at $227.67 on Wednesday. Johnson & Johnson has a 52 week low of $146.12 and a 52 week high of $251.71. The company's 50 day moving average is $239.51 and its two-hundred day moving average is $219.37. The company has a current ratio of 1.03, a quick ratio of 0.77 and a debt-to-equity ratio of 0.46. The company has a market cap of $548.05 billion, a PE ratio of 26.32, a P/E/G ratio of 2.21 and a beta of 0.34.

Johnson & Johnson (NYSE:JNJ - Get Free Report) last announced its quarterly earnings data on Tuesday, April 14th. The company reported $2.70 EPS for the quarter, beating analysts' consensus estimates of $2.68 by $0.02. Johnson & Johnson had a net margin of 21.83% and a return on equity of 32.60%. During the same period in the prior year, the firm posted $2.77 EPS. The business'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. Equities analysts predict that Johnson & Johnson will post 11.57 earnings per share for the current fiscal year.

Johnson & Johnson Increases Dividend

The company also recently disclosed a quarterly dividend, which will be paid on Tuesday, June 9th. Shareholders of record on Tuesday, May 26th will be given a $1.34 dividend. The ex-dividend date of this dividend is Tuesday, May 26th. This represents a $5.36 dividend on an annualized basis and a dividend yield of 2.4%. This is a boost from Johnson & Johnson's previous quarterly dividend of $1.30. Johnson & Johnson's payout ratio is currently 60.12%.

Johnson & Johnson News Roundup

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

• Positive Sentiment: FDA grants Priority Review for IMAAVY (nipocalimab-aahu), accelerating a potential new approval path for treatment of warm autoimmune hemolytic anemia (wAIHA). Priority Review shortens review time and raises the odds of earlier revenue contribution from this biologic if approved. FDA grants Priority Review for IMAAVY
• Positive Sentiment: JNJ agreed to acquire Atraverse Medical to expand its cardiac ablation and left‑heart access portfolio — a tuck‑in deal that strengthens the cardiovascular offering in MedTech and supports longer-term growth in a high‑value procedure set. Johnson & Johnson Enters into a Definitive Agreement to Acquire Atraverse Medical
• Positive Sentiment: Company commentary and analyst notes point to MedTech improvement in Q1 and a better 2026 outlook for devices — supportive for near‑term revenue momentum given MedTech is ~36% of sales. J&J Sees Continued MedTech Improvement in Q1
• Positive Sentiment: Management says AI is cutting lead‑generation time for drug discovery roughly in half — a productivity gain that could speed R&D efficiency and reduce time/cost to identify candidates over time. J&J Sees AI Halving the Time to Generate Drug Development Leads
• Neutral Sentiment: JNJ will present at Bernstein’s Strategic Decisions Conference (May 27) — a routine investor event that gives management a forum to update guidance and strategy; could move the stock if new detail or guidance is provided. Johnson & Johnson to Participate in Bernstein's Conference
• Neutral Sentiment: Articles highlighting JNJ as a dividend aristocrat and inclusion on “quality dividend” lists reinforce income investor interest, supporting demand from yield-focused holders but with limited incremental price impact. JNJ Among the 10 Best Quality Dividend Stocks to Buy According to Reddit
• Negative Sentiment: Report that J&J plans to sell prescription drugs via TrumpRx as part of a cost‑reduction push could concern investors about pricing strategies, margin pressure, and reputational/PR risk if perceived as discounting core products. Johnson & Johnson Plans to Sell Prescription Drugs to TrumpRx

Wall Street Analyst Weigh In

A number of equities research analysts have issued reports on JNJ shares. Argus increased their target price on shares of Johnson & Johnson from $240.00 to $275.00 and gave the stock a "buy" rating in a report on Thursday, April 16th. Scotiabank reiterated an "outperform" rating on shares of Johnson & Johnson in a report on Thursday, January 22nd. Rothschild & Co Redburn increased their target price on shares of Johnson & Johnson from $180.00 to $210.00 and gave the stock a "neutral" rating in a report on Thursday, February 19th. Leerink Partners increased their target price on shares of Johnson & Johnson from $232.00 to $252.00 and gave the stock a "market perform" rating in a report on Wednesday, April 15th. Finally, The Goldman Sachs Group increased their target price on shares of Johnson & Johnson from $265.00 to $275.00 and gave the stock a "buy" rating in a report on Wednesday, April 15th. Eighteen analysts have rated the stock with a Buy rating and nine have assigned a Hold rating to the company. According to MarketBeat.com, the company currently has an average rating of "Moderate Buy" and an average target price of $252.48.

Insider Buying and Selling

In related news, EVP Vanessa Broadhurst sold 6,197 shares of the stock in a transaction on Tuesday, February 17th. The shares were sold at an average price of $243.39, for a total value of $1,508,287.83. Following the transaction, the executive vice president directly owned 23,003 shares of the company's stock, valued at $5,598,700.17. This trade represents a 21.22% decrease in their position. The transaction was disclosed in a filing with the SEC, which is accessible through the SEC website. Also, EVP Timothy Schmid sold 1,322 shares of the stock in a transaction on 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 directly 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 SEC filing for this sale provides additional information. Over the last three months, insiders sold 30,142 shares of company stock worth $7,360,528. Insiders own 0.16% of the company's stock.

Johnson & Johnson Company 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.

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