Quantum Financial Partners LLC bought a new stake in Johnson & Johnson (NYSE:JNJ – Free Report) during the second quarter, according to the company in its most recent Form 13F filing with the SEC. The firm bought 2,217 shares of the company’s stock, valued at approximately $563,000.
A number of other large investors have also recently bought and sold shares of JNJ. Blueline Advisors LLC acquired a new stake in shares of Johnson & Johnson in the fourth quarter valued at approximately $25,000. Cresta Advisors Ltd. acquired a new position in Johnson & Johnson during the fourth quarter worth $26,000. DecisionPoint Financial LLC grew its position in Johnson & Johnson by 104.2% in the fourth quarter. DecisionPoint Financial LLC now owns 147 shares of the company’s stock valued at $30,000 after purchasing an additional 75 shares in the last quarter. Family CFO Inc bought a new position in Johnson & Johnson in the fourth quarter valued at $31,000. Finally, Bay Harbor Wealth Management LLC increased its stake in Johnson & Johnson by 49.0% in the 4th quarter. Bay Harbor Wealth Management LLC now owns 149 shares of the company’s stock valued at $31,000 after buying an additional 49 shares during the last quarter. Institutional investors and hedge funds own 69.55% of the company’s stock.
Analyst Ratings Changes
A number of equities analysts have recently commented on JNJ shares. Stifel Nicolaus set a $260.00 price objective on shares of Johnson & Johnson in a research note on Wednesday, July 15th. HSBC set a $290.00 target price on Johnson & Johnson and gave the company a “buy” rating in a research report on Monday, July 6th. Wells Fargo & Company increased their price target on Johnson & Johnson from $272.00 to $282.00 and gave the company an “overweight” rating in a research report on Monday, August 3rd. Bank of America raised their price target on Johnson & Johnson from $254.00 to $263.00 and gave the company a “neutral” rating in a research note on Friday, July 10th. Finally, Guggenheim boosted their price target on Johnson & Johnson from $270.00 to $287.00 and gave the stock a “buy” rating in a research report on Thursday, August 6th. One analyst has rated the stock with a Strong Buy rating, eighteen have issued a Buy rating and six have assigned a Hold rating to the company. According to data from MarketBeat.com, the company presently has an average rating of “Moderate Buy” and an average target price of $268.22.
Johnson & Johnson Stock Down 0.6%
Shares of JNJ stock opened at $260.44 on Friday. The company has a debt-to-equity ratio of 0.44, a quick ratio of 0.81 and a current ratio of 1.09. The firm’s 50-day moving average is $251.92 and its 200-day moving average is $241.20. The stock has a market cap of $627.63 billion, a price-to-earnings ratio of 30.18, a PEG ratio of 2.50 and a beta of 0.24. Johnson & Johnson has a 52-week low of $173.33 and a 52-week high of $274.90.
Johnson & Johnson (NYSE:JNJ – Get Free Report) last issued its earnings results on Wednesday, July 15th. The company reported $2.90 earnings per share (EPS) for the quarter, beating the consensus estimate of $2.84 by $0.06. The business had revenue of $25.31 billion during the quarter, compared to the consensus estimate of $25.06 billion. Johnson & Johnson had a net margin of 21.48% and a return on equity of 32.42%. Johnson & Johnson’s revenue was up 6.6% on a year-over-year basis. During the same period last year, the business posted $2.77 EPS. Johnson & Johnson has set its FY 2026 guidance at 11.600-11.750 EPS. Sell-side analysts predict that Johnson & Johnson will post 11.61 EPS for the current year.
Johnson & Johnson Dividend Announcement
The firm also recently announced a quarterly dividend, which will be paid on Tuesday, September 8th. Stockholders of record on Tuesday, August 25th will be paid a dividend of $1.34 per share. This represents a $5.36 annualized dividend and a dividend yield of 2.1%. The ex-dividend date is Tuesday, August 25th. Johnson & Johnson’s payout ratio is currently 62.11%.
Johnson & Johnson News Summary
Here are the key news stories impacting Johnson & Johnson this week:
- Positive Sentiment: Constructive post-earnings outlook: JNJ’s latest results exceeded analyst expectations for both earnings and revenue, while full-year 2026 EPS guidance remains centered around $11.60-$11.75. Analysts are watching for continued estimate increases and earnings momentum to support the stock’s advance. Why Is Johnson & Johnson Up Since Its Last Earnings Report?
- Positive Sentiment: Pharmaceutical recovery and defensive appeal: JNJ is among the large-cap pharmaceutical companies investors are watching as the industry recovery gains traction. Its diversified healthcare business and relatively low-beta profile may also attract investors seeking defensive exposure amid market uncertainty. Large-Cap Stocks to Watch as Pharma Recovery Takes Hold
- Positive Sentiment: Dividend record reinforces income appeal: JNJ raised its dividend 3.1% to $5.36 per share annually, extending its streak of consecutive increases to 64 years. The increase supports the company’s reputation as a long-term income and stability investment. Johnson & Johnson Has Increased Its Dividend for 64 Consecutive Years
- Neutral Sentiment: Talc settlement remains a key overhang: Analysis of JNJ’s proposed $5.5 billion talc settlement views it as a potential step toward reducing litigation uncertainty, but the long-term financial and legal impact remains subject to scrutiny. Johnson & Johnson’s $5.5B Talc Settlement
- Neutral Sentiment: Portfolio adjustments: JNJ sold its remaining rights and interests in botaretigene sparoparvovec to MeiraGTx for $25 million. The transaction may streamline the portfolio, but its financial contribution is unlikely to materially affect near-term results. MeiraGTx Reports Second Quarter 2026 Results
- Negative Sentiment: Robotics competition is increasing: Intuitive Surgical cited growing competitive pressure from JNJ and Chinese robotic-surgery platforms. While this reflects JNJ’s ambitions in surgical robotics, it also signals that gaining market share could require substantial investment and execution. Intuitive Surgical Beats on Q2 Results
Insider Transactions at Johnson & Johnson
In related news, EVP Elizabeth Forminard sold 15,918 shares of the business’s stock in a transaction that occurred on Thursday, August 6th. The stock was sold at an average price of $257.00, for a total transaction of $4,090,926.00. Following the transaction, the executive vice president directly owned 16,994 shares of the company’s stock, valued at approximately $4,367,458. The trade was a 48.37% decrease in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through the SEC website. Also, EVP Vanessa Broadhurst sold 23,054 shares of the stock in a transaction on Monday, July 20th. The shares were sold at an average price of $251.27, for a total value of $5,792,778.58. Following the completion of the sale, the executive vice president owned 23,003 shares in the company, valued at approximately $5,779,963.81. This trade represents a 50.06% decrease in their position. The disclosure for this sale is available in the SEC filing. In the last three months, insiders sold 48,972 shares of company stock worth $12,295,205. 0.16% of the stock is owned by company insiders.
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.
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