2,214 Shares in Johnson & Johnson $JNJ Bought by J. M. Brown & Associates Inc.

J. M. Brown & Associates Inc. bought a new stake in Johnson & Johnson (NYSE:JNJ) during the second quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The fund bought 2,214 shares of the company’s stock, valued at approximately $562,000.

A number of other institutional investors and hedge funds have also recently made changes to their positions in the stock. World Investment Advisors lifted its stake in shares of Johnson & Johnson by 19.6% in the 4th quarter. World Investment Advisors now owns 161,343 shares of the company’s stock valued at $33,390,000 after acquiring an additional 26,450 shares during the last quarter. Benchmark Financial LLC bought a new stake in Johnson & Johnson during the 4th quarter worth $554,000. Principal Financial Group Inc. increased its holdings in Johnson & Johnson by 0.8% in the 4th quarter. Principal Financial Group Inc. now owns 3,410,177 shares of the company’s stock worth $705,736,000 after purchasing an additional 28,370 shares in the last quarter. SageGuard Financial Group LLC bought a new position in Johnson & Johnson in the fourth quarter valued at about $1,019,000. Finally, Signal Advisors Wealth LLC boosted its stake in shares of Johnson & Johnson by 76.1% during the first quarter. Signal Advisors Wealth LLC now owns 15,126 shares of the company’s stock valued at $3,697,000 after purchasing an additional 6,539 shares in the last quarter. Institutional investors own 69.55% of the company’s stock.

Analyst Ratings Changes

JNJ has been the subject of several recent research reports. TD Cowen upped their price objective on Johnson & Johnson from $250.00 to $300.00 and gave the company a “buy” rating in a research note on Monday, July 13th. Stifel Nicolaus set a $260.00 target price on shares of Johnson & Johnson in a report on Wednesday, July 15th. Argus set a $300.00 price target on shares of Johnson & Johnson in a research report on Wednesday, July 29th. Leerink Partners raised shares of Johnson & Johnson from a “market perform” rating to an “outperform” rating and set a $265.00 price target for the company in a research note on Wednesday, May 13th. Finally, Freedom Capital raised shares of Johnson & Johnson from a “hold” rating to a “strong-buy” rating in a research note on Thursday, July 16th. One equities 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 company’s stock. According to MarketBeat.com, the stock presently has a consensus rating of “Moderate Buy” and an average target price of $268.22.

Insider Activity

In related news, EVP Elizabeth Forminard sold 15,918 shares of the company’s stock in a transaction dated 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 sale, the executive vice president owned 16,994 shares in the company, valued at $4,367,458. This represents a 48.37% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available at the SEC website. Also, EVP Kathryn E. Wengel sold 10,000 shares of the firm’s 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 $27,560,551.20. This represents a 8.05% decrease in their position. The disclosure for this sale is available in the SEC filing. Over the last ninety days, insiders sold 63,972 shares of company stock worth $16,245,605. 0.16% of the stock is owned by insiders.

Johnson & Johnson Stock Performance

Shares of JNJ stock opened at $271.05 on Wednesday. The stock has a market capitalization of $653.20 billion, a PE ratio of 31.41, a PEG ratio of 2.48 and a beta of 0.24. The business’s 50 day simple moving average is $253.21 and its 200 day simple moving average is $241.91. 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 has a one year low of $173.33 and a one year high of $274.90.

Johnson & Johnson (NYSE:JNJ) last issued its quarterly earnings results on Wednesday, July 15th. The company reported $2.90 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $2.84 by $0.06. Johnson & Johnson had a net margin of 21.48% and a return on equity of 32.42%. The firm had revenue of $25.31 billion for the quarter, compared to the consensus estimate of $25.06 billion. During the same quarter in the previous year, the company earned $2.77 EPS. The company’s revenue for the quarter was up 6.6% on a year-over-year basis. Johnson & Johnson has set its FY 2026 guidance at 11.600-11.750 EPS. As a group, research analysts forecast that Johnson & Johnson will post 11.61 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 $1.34 dividend. The ex-dividend date is Tuesday, August 25th. This represents a $5.36 annualized dividend and a yield of 2.0%. Johnson & Johnson’s payout ratio is presently 62.11%.

Key Stories Impacting Johnson & Johnson

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

• Positive Sentiment: FDA clearance strengthens the MedTech growth story. The FDA cleared J&J’s AI-powered MONARCH QUEST 3 bronchoscopy update, which adds planning, navigation and imaging capabilities to the company’s robotic lung-diagnostics platform. The authorization could support broader adoption and reinforce J&J’s push into robotic and advanced surgical technologies. J&J secures FDA clearance for MONARCH QUEST 3
• Positive Sentiment: Strong results and raised guidance continue to support the stock. J&J reported second-quarter revenue of $25.31 billion, up 6.6% year over year, and raised its 2026 outlook. Adjusted EPS of $2.90 exceeded the $2.84 consensus estimate, while revenue also topped expectations. Johnson & Johnson Stock Jumps as Healthcare Rotation Lifts Shares
• Positive Sentiment: Investors see replacement growth for Stelara. J&J’s immunology and neuroscience portfolios are emerging as important growth engines, with newer medicines helping offset the impact of Stelara’s loss of exclusivity. J&J’s New Growth Powerhouses
• Neutral Sentiment: Call-option activity rose above average, suggesting increased short-term bullish positioning, although options flows can add volatility without indicating durable fundamental demand.
• Negative Sentiment: Executive Vice President Jennifer Taubert sold 15,000 shares for approximately $3.95 million. The sale reduced her holdings by 7.16%; recurring insider selling across several executives may temper sentiment, though it does not necessarily signal a change in business prospects. SEC insider transaction filing

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.