Hamilton Point Investment Advisors LLC Raises Position in Johnson & Johnson $JNJ

Hamilton Point Investment Advisors LLC increased its stake in Johnson & Johnson (NYSE:JNJ) by 6.7% in the first quarter, according to the company in its most recent disclosure with the SEC. The institutional investor owned 42,147 shares of the company's stock after buying an additional 2,657 shares during the quarter. Johnson & Johnson comprises 1.6% of Hamilton Point Investment Advisors LLC's portfolio, making the stock its 15th largest position. Hamilton Point Investment Advisors LLC's holdings in Johnson & Johnson were worth $10,302,000 as of its most recent filing with the SEC. Other hedge funds have also modified their holdings of the company. Blueline Advisors LLC acquired a new stake in Johnson & Johnson in the fourth quarter valued at approximately $25,000. Cresta Advisors Ltd. acquired a new position in shares of Johnson & Johnson during the fourth quarter worth $26,000. DecisionPoint Financial LLC lifted its position in shares of Johnson & Johnson by 104.2% during the fourth quarter. DecisionPoint Financial LLC now owns 147 shares of the company's stock worth $30,000 after purchasing an additional 75 shares in the last quarter. Family CFO Inc purchased a new position in shares of Johnson & Johnson in the fourth quarter valued at $31,000. Finally, Bay Harbor Wealth Management LLC grew its holdings in Johnson & Johnson by 49.0% during the 4th quarter. Bay Harbor Wealth Management LLC now owns 149 shares of the company's stock valued at $31,000 after purchasing an additional 49 shares in the last quarter. 69.55% of the stock is currently owned by hedge funds and other institutional investors. Johnson & Johnson beat Q2 earnings and revenue estimates, showing solid demand and execution in its core business. The company raised its 2026 guidance after the report, reinforcing confidence in its growth outlook and pipeline momentum. Guggenheim reaffirmed its Buy rating and set a $270 price target, signaling continued analyst confidence. Some market commentary suggests the post-earnings pullback could be an opportunity to buy JNJ on strength after a run to 52-week highs. Investors are also digesting the full Q2 earnings call transcript and several commentary pieces framing the company’s growth beyond legacy drugs and its collaboration announcements. Despite the earnings beat, the stock fell because MedTech results missed expectations, creating concern that one important division is lagging behind the company’s otherwise solid performance. Johnson & Johnson (NYSE:JNJ opened at $252.93 on Friday. The company has a market capitalization of $608.86 billion, a price-to-earnings ratio of 29.31, a price-to-earnings-growth ratio of 2.39 and a beta of 0.24. Johnson & Johnson has a one year low of $162.78 and a one year high of $269.43. The stock has a 50-day simple moving average of $239.82 and a 200 day simple moving average of $234.63. The company has a debt-to-equity ratio of 0.46, a quick ratio of 0.77 and a current ratio of 1.03.