Journey Advisory Group LLC Decreases Stake in Johnson & Johnson $JNJ

Posted by John Perry on Jul 18th, 2026

Journey Advisory Group LLC lessened its holdings in shares of Johnson & Johnson (NYSE:JNJ – Free Report) by 10.0% during the 1st quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The fund owned 25,197 shares of the company’s stock after selling 2,799 shares during the quarter. Journey Advisory Group LLC’s holdings in Johnson & Johnson were worth $6,126,000 at the end of the most recent quarter.

A number of other hedge funds have also modified their holdings of the business. Providence Wealth Advisors LLC increased its holdings in shares of Johnson & Johnson by 1.1% in the first quarter. Providence Wealth Advisors LLC now owns 10,099 shares of the company’s stock valued at $2,467,000 after purchasing an additional 105 shares during the last quarter. Harmony Asset Management LLC boosted its position in shares of Johnson & Johnson by 5.9% during the 1st quarter. Harmony Asset Management LLC now owns 8,834 shares of the company’s stock valued at $2,159,000 after acquiring an additional 496 shares during the last quarter. Harel Insurance Investments & Financial Services Ltd. grew its holdings in shares of Johnson & Johnson by 140.0% in the first quarter. Harel Insurance Investments & Financial Services Ltd. now owns 5,968 shares of the company’s stock valued at $1,457,000 after purchasing an additional 3,481 shares during the period. MASTERINVEST Kapitalanlage GmbH increased its position in Johnson & Johnson by 62.4% during the first quarter. MASTERINVEST Kapitalanlage GmbH now owns 33,629 shares of the company’s stock worth $8,220,000 after purchasing an additional 12,918 shares during the last quarter. Finally, NFSG Corp raised its stake in Johnson & Johnson by 7.9% during the first quarter. NFSG Corp now owns 7,319 shares of the company’s stock worth $1,789,000 after purchasing an additional 535 shares during the period. 69.55% of the stock is currently owned by institutional investors and hedge funds.

Johnson & Johnson Stock Up 1.2%

Johnson & Johnson stock opened at $252.93 on Friday. The company has a market capitalization of $608.86 billion, a PE ratio of 29.31, a price-to-earnings-growth ratio of 2.37 and a beta of 0.24. The company has a debt-to-equity ratio of 0.46, a quick ratio of 0.77 and a current ratio of 1.03. Johnson & Johnson has a fifty-two week low of $162.78 and a fifty-two week high of $269.43. The firm has a 50 day moving average price of $239.82 and a 200 day moving average price of $234.63.

Johnson & Johnson (NYSE:JNJ – Get Free Report) last released its quarterly earnings results on Wednesday, July 15th. The company reported $2.90 EPS for the quarter, topping analysts’ consensus estimates of $2.84 by $0.06. Johnson & Johnson had a return on equity of 32.86% 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 period in the prior year, the firm earned $2.77 earnings per share. The firm’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. Research analysts expect that Johnson & Johnson will post 11.68 earnings per share for the current year.

Johnson & Johnson Announces Dividend

The company also recently announced a quarterly dividend, which will be paid on Tuesday, September 8th. Investors of record on Tuesday, August 25th will be issued a dividend of $1.34 per share. This represents a $5.36 dividend on an annualized basis and a yield of 2.1%. The ex-dividend date is Tuesday, August 25th. Johnson & Johnson’s dividend payout ratio (DPR) is 62.11%.

Analyst Upgrades and Downgrades

Several analysts have recently weighed in on the stock. Weiss Ratings cut shares of Johnson & Johnson from a “buy (b)” rating to a “buy (b-)” rating in a research note on Monday, June 15th. Daiwa Securities Group lifted their price target on shares of Johnson & Johnson from $237.00 to $246.00 and gave the company an “outperform” rating in a research report on Thursday, April 16th. Leerink Partners upgraded Johnson & Johnson from a “market perform” rating to an “outperform” rating and set a $265.00 price objective for the company in a research report on Wednesday, May 13th. Morgan Stanley raised their target price on Johnson & Johnson from $284.00 to $294.00 and gave the stock an “overweight” rating in a research note on Thursday. Finally, The Goldman Sachs Group restated a “buy” rating and issued a $282.00 target price on shares of Johnson & Johnson in a research report on Thursday. Nineteen investment analysts have rated the stock with a Buy rating and seven have issued a Hold rating to the company’s stock. Based on data from MarketBeat.com, Johnson & Johnson presently has an average rating of “Moderate Buy” and a consensus price target of $265.30.

Read Our Latest Stock Report on Johnson & Johnson

Key Johnson & Johnson News

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

Positive Sentiment: Johnson & Johnson beat Q2 earnings and revenue estimates, showing solid demand and execution in its core business. J&J Stock Falls Despite Strong Q2 Beat & Higher 2026 View: Here’s Why
Positive Sentiment: The company raised its 2026 guidance after the report, reinforcing confidence in its growth outlook and pipeline momentum. Johnson & Johnson Raises 2026 Outlook After Q2 Earnings Beat
Positive Sentiment: Guggenheim reaffirmed its Buy rating and set a $270 price target, signaling continued analyst confidence. Benzinga article on Guggenheim rating reaffirmation
Positive Sentiment: Some market commentary suggests the post-earnings pullback could be an opportunity to buy JNJ on strength after a run to 52-week highs. Why Johnson and Johnson’s Earnings Dip Looks Like a Buying Opportunity
Neutral Sentiment: 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. Full Transcript: Johnson & Johnson Q2 2026 Earnings Call
Negative Sentiment: 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. J&J Stock Falls Despite Strong Q2 Beat & Higher 2026 View: Here’s Why

Insider Buying and Selling

In other Johnson & Johnson news, EVP Kathryn E. Wengel sold 10,000 shares of Johnson & Johnson stock in a transaction dated Thursday, June 11th. The stock was sold at an average price of $241.15, for a total value of $2,411,500.00. Following the completion of the transaction, the executive vice president directly owned 114,288 shares of the company’s stock, valued at $27,560,551.20. The trade was a 8.05% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which is available through this link. 0.16% of the stock is owned by company insiders.

About Johnson & Johnson

(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.