KMG Fiduciary Partners LLC Has $1.33 Million Holdings in Johnson & Johnson $JNJ

KMG Fiduciary Partners LLC lessened its position in shares of Johnson & Johnson (NYSE:JNJ) by 56.3% in the second quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 5,239 shares of the company’s stock after selling 6,761 shares during the period. KMG Fiduciary Partners LLC’s holdings in Johnson & Johnson were worth $1,331,000 at the end of the most recent reporting period.

Other institutional investors also recently modified their holdings of the company. Greenberg Financial Group acquired a new stake in Johnson & Johnson in the 4th quarter valued at $954,000. World Investment Advisors boosted its stake in shares of Johnson & Johnson by 19.6% during the 4th quarter. World Investment Advisors now owns 161,343 shares of the company’s stock worth $33,390,000 after buying an additional 26,450 shares during the last quarter. Benchmark Financial LLC bought a new position in shares of Johnson & Johnson in the 4th quarter valued at about $554,000. Principal Financial Group Inc. increased its position in shares of Johnson & Johnson by 0.8% in the fourth quarter. Principal Financial Group Inc. now owns 3,410,177 shares of the company’s stock valued at $705,736,000 after acquiring an additional 28,370 shares during the last quarter. Finally, KBC Group NV raised its holdings in Johnson & Johnson by 21.8% during the fourth quarter. KBC Group NV now owns 2,296,831 shares of the company’s stock worth $475,330,000 after acquiring an additional 410,720 shares in the last quarter. 69.55% of the stock is currently owned by institutional investors.

Insider Activity

In other news, EVP Vanessa Broadhurst sold 23,054 shares of the company’s stock in a transaction that occurred on Monday, July 20th. The stock was sold at an average price of $251.27, for a total value of $5,792,778.58. Following the transaction, the executive vice president owned 23,003 shares of the company’s stock, valued at approximately $5,779,963.81. This represents a 50.06% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through this link. Also, EVP Kathryn E. Wengel sold 10,000 shares of Johnson & Johnson stock in a transaction that occurred on 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 sale, the executive vice president directly owned 114,288 shares of the company’s stock, valued at approximately $27,560,551.20. The trade was a 8.05% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Over the last quarter, insiders have sold 48,972 shares of company stock valued at $12,295,205. 0.16% of the stock is owned by insiders.

Johnson & Johnson News Summary

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

• Positive Sentiment: Strong second-quarter results and raised outlook: J&J reported sales of $25.31 billion, up nearly 7% year over year and above expectations, while adjusted EPS of $2.90 exceeded consensus. Management raised or reaffirmed a fiscal 2026 EPS outlook of $11.60–$11.75, supporting the recent share-price gains. Johnson & Johnson vs Abbott Laboratories: Which Healthcare Giant Offers the More Compelling Growth Story After Earnings?
• Positive Sentiment: Growth-focused restructuring: Coverage highlights J&J’s efforts to reshape its businesses, including potential separation or restructuring initiatives, as the 140-year-old company seeks faster growth beyond its traditional dividend and consumer-health profile. Investors may view the changes as a way to unlock value and improve business focus. 140-year-old Dividend King eyes bold update to unlock new growth
• Positive Sentiment: MedTech expansion: FDA De Novo authorization for the OTTAVA robotic surgical system gives J&J an entry point into U.S. soft-tissue robotic surgery. The opportunity could expand its medical-device growth profile, although Intuitive Surgical has a substantial competitive lead. Can Johnson & Johnson Challenge Intuitive Surgical After Ottava’s FDA Approval?
• Positive Sentiment: Cardiac-care agreement: A multiyear preferred-portfolio agreement with ACCESS GPO will support adoption of J&J’s cardiac electrophysiology technologies at U.S. ambulatory surgery centers, potentially strengthening recurring MedTech demand. ACCESS Announces Multi-Year Strategic Agreement
• Neutral Sentiment: Income appeal remains intact: J&J has raised its dividend for 64 consecutive years, but the recent rally has reduced its dividend yield. Brokerages currently assign the stock an average “Moderate Buy” rating. Johnson & Johnson Has Increased Its Dividend for 64 Consecutive Years
• Negative Sentiment: Valuation and competition are risks: With J&J trading close to its annual high and at roughly 30 times earnings, further gains may require continued execution. OTTAVA also faces entrenched competition from Intuitive Surgical, while an insider sale of 15,918 shares may create a modest sentiment overhang. Elizabeth Forminard Sells Shares of Johnson & Johnson

Analyst Ratings Changes

JNJ has been the subject of a number of analyst reports. Weiss Ratings upgraded Johnson & Johnson from a “buy (b-)” rating to a “buy (b)” rating in a research note on Friday, July 24th. Royal Bank Of Canada upped their price objective on Johnson & Johnson from $265.00 to $287.00 and gave the stock an “outperform” rating in a research note on Monday, July 13th. Leerink Partners raised shares of Johnson & Johnson from a “market perform” rating to an “outperform” rating and set a $265.00 target price for the company in a research note on Wednesday, May 13th. Argus set a $300.00 target price on shares of Johnson & Johnson in a report on Wednesday, July 29th. Finally, Barclays upped their price target on shares of Johnson & Johnson from $234.00 to $255.00 and gave the stock an “equal weight” rating in a research report on Wednesday, April 15th. One research analyst has rated the stock with a Strong Buy rating, eighteen have given a Buy rating and six have given a Hold rating to the stock. According to data from MarketBeat, the company presently has an average rating of “Moderate Buy” and a consensus target price of $268.22.

Johnson & Johnson Price Performance

NYSE:JNJ opened at $260.80 on Tuesday. The company has a market cap of $628.50 billion, a P/E ratio of 30.22, a P/E/G ratio of 2.47 and a beta of 0.24. The firm’s fifty day moving average price is $249.21 and its two-hundred day moving average price is $240.18. Johnson & Johnson has a one year low of $171.81 and a one year high of $274.90. The company has a debt-to-equity ratio of 0.44, a current ratio of 1.09 and a quick ratio of 0.81.

Johnson & Johnson (NYSE:JNJ) last announced its 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 business had revenue of $25.31 billion during the quarter, compared to the consensus estimate of $25.06 billion. During the same quarter in the previous year, the firm posted $2.77 EPS. Johnson & Johnson’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. Equities analysts expect that Johnson & Johnson will post 11.61 earnings per share for the current year.

Johnson & Johnson Dividend Announcement

The company also recently disclosed a quarterly dividend, which will be paid on Tuesday, September 8th. Stockholders 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 dividend yield of 2.1%. The ex-dividend date is Tuesday, August 25th. Johnson & Johnson’s payout ratio is currently 62.11%.

About Johnson & Johnson

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.