Strategic Wealth Investment Group LLC Reduces Holdings in Johnson & Johnson $JNJ

Strategic Wealth Investment Group LLC decreased its position in shares of Johnson & Johnson (NYSE:JNJ) by 17.7% in the 2nd quarter, according to its most recent 13F filing with the SEC. The firm owned 48,023 shares of the company’s stock after selling 10,326 shares during the quarter. Johnson & Johnson makes up 1.5% of Strategic Wealth Investment Group LLC’s investment portfolio, making the stock its 23rd largest position. Strategic Wealth Investment Group LLC’s holdings in Johnson & Johnson were worth $12,196,000 at the end of the most recent quarter.

A number of other hedge funds and other institutional investors have also added to or reduced their stakes in the company. Brighton Jones LLC raised its position in shares of Johnson & Johnson by 13.9% in the fourth quarter. Brighton Jones LLC now owns 51,876 shares of the company’s stock valued at $7,502,000 after purchasing an additional 6,332 shares during the period. United Bank lifted its stake in shares of Johnson & Johnson by 110.7% during the 1st quarter. United Bank now owns 9,279 shares of the company’s stock valued at $1,539,000 after buying an additional 4,876 shares in the last quarter. Sivia Capital Partners LLC boosted its holdings in Johnson & Johnson by 13.4% in the 2nd quarter. Sivia Capital Partners LLC now owns 5,863 shares of the company’s stock worth $896,000 after buying an additional 692 shares during the period. Wealth Group Ltd. grew its stake in Johnson & Johnson by 12.8% in the 2nd quarter. Wealth Group Ltd. now owns 1,482 shares of the company’s stock valued at $226,000 after buying an additional 168 shares in the last quarter. Finally, Schnieders Capital Management LLC. raised its holdings in Johnson & Johnson by 9.8% during the 2nd quarter. Schnieders Capital Management LLC. now owns 73,680 shares of the company’s stock valued at $11,255,000 after acquiring an additional 6,584 shares during the period. 69.55% of the stock is currently owned by institutional investors.

Analyst Upgrades and Downgrades

Several research firms have issued reports on JNJ. Raymond James Financial set a $280.00 target price on Johnson & Johnson in a research report on Monday, August 3rd. Freedom Capital upgraded Johnson & Johnson from a “hold” rating to a “strong-buy” rating in a research note on Thursday, July 16th. Wall Street Zen cut Johnson & Johnson from a “buy” rating to a “hold” rating in a report on Saturday, August 1st. Royal Bank Of Canada raised their target price on Johnson & Johnson from $265.00 to $287.00 and gave the stock an “outperform” rating in a research note on Monday, July 13th. Finally, Morgan Stanley lifted their target price on Johnson & Johnson from $284.00 to $294.00 and gave the company an “overweight” rating in a report on Thursday, July 16th. One equities research analyst has rated the stock with a Strong Buy rating, eighteen have assigned a Buy rating and six have assigned a Hold rating to the stock. Based on data from MarketBeat, the company currently has an average rating of “Moderate Buy” and a consensus price target of $268.22.

Johnson & Johnson Stock Up 1.1%

JNJ opened at $273.11 on Tuesday. The firm has a market capitalization of $658.18 billion, a P/E ratio of 31.65, a price-to-earnings-growth ratio of 2.58 and a beta of 0.24. Johnson & Johnson has a one year low of $173.33 and a one year high of $276.47. The company has a fifty day moving average price of $255.83 and a 200-day moving average price of $243.08. 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 issued its quarterly earnings data 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. The company had revenue of $25.31 billion for the quarter, compared to the consensus estimate of $25.06 billion. Johnson & Johnson had a return on equity of 32.42% and a net margin of 21.48%.The firm’s revenue was up 6.6% compared to the same quarter last year. During the same quarter last year, the business posted $2.77 earnings per share. Johnson & Johnson has set its FY 2026 guidance at 11.600-11.750 EPS. Equities research analysts expect that Johnson & Johnson will post 11.61 earnings per share for the current fiscal year.

Johnson & Johnson Dividend Announcement

The firm also recently declared a quarterly dividend, which will be paid on Tuesday, September 8th. Shareholders of record on Tuesday, August 25th will be issued a $1.34 dividend. The ex-dividend date of this dividend is Tuesday, August 25th. This represents a $5.36 annualized dividend and a dividend yield of 2.0%. Johnson & Johnson’s dividend payout ratio (DPR) is presently 62.11%.

Insiders Place Their Bets

In other 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 transaction of $2,411,500.00. Following the completion of the sale, the executive vice president owned 114,288 shares in the company, valued at approximately $27,560,551.20. This trade represents a 8.05% decrease in their position. The sale was disclosed in a legal filing with the SEC, which can be accessed through this link. Also, EVP Elizabeth Forminard sold 15,918 shares of the company’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 completion of the transaction, the executive vice president owned 16,994 shares in the company, valued at approximately $4,367,458. This trade represents a 48.37% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. In the last 90 days, insiders have sold 63,972 shares of company stock worth $16,245,605. Insiders own 0.16% of the company’s stock.

Key Stories Impacting Johnson & Johnson

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

• Positive Sentiment: The FDA approved IMAAVY (nipocalimab-aahu) for adults and adolescents aged 12 and older with warm autoimmune hemolytic anemia who are currently or previously treated with corticosteroids. The approval gives J&J what it describes as the first treatment specifically approved for this rare, life-threatening blood disorder and could create a new commercial opportunity. FDA approves IMAAVY for warm autoimmune hemolytic anemia
• Positive Sentiment: Reuters reported that the FDA expanded IMAAVY’s use for the rare blood disorder, reinforcing investor expectations that J&J’s newer medicines can offset future losses from older products. FDA expands approval for J&J’s drug
• Positive Sentiment: J&J’s broader pipeline remains a key catalyst, with new launches, late-stage clinical data and regulatory approvals expected to support growth through 2026 and beyond. The company also received EU approval for a TECVAYLI combination therapy in multiple myeloma. J&J’s pipeline momentum
• Positive Sentiment: Recent quarterly results were better than expected: adjusted earnings reached $2.90 per share versus an estimated $2.84, while revenue rose 6.6% year over year to $25.31 billion. J&J maintained 2026 earnings guidance of $11.60 to $11.75 per share. Q2 earnings season results
• Neutral Sentiment: Investors continue to view J&J as a relatively stable, dividend-focused healthcare holding, particularly as technology valuations face renewed volatility. Johnson & Johnson rises as investors seek stability
• Negative Sentiment: A Louisiana jury awarded $10 million in a talc-related mesothelioma case. Although the verdict may be manageable relative to J&J’s size, additional litigation could continue to weigh on sentiment and create financial uncertainty. Louisiana talc-related mesothelioma verdict
• Negative Sentiment: Analysts remain focused on the rapid erosion of Stelara revenue following patent-related loss of exclusivity, increasing pressure on IMAAVY, oncology products and other pipeline medicines to replace declining sales. Pfizer versus J&J patent cliff

Johnson & Johnson 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.