Johnson & Johnson $JNJ Shares Acquired by Mosaic Family Wealth Partners LLC

Mosaic Family Wealth Partners LLC lifted its stake in Johnson & Johnson (NYSE:JNJ) by 31.3% in the 2nd quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 15,917 shares of the company’s stock after purchasing an additional 3,792 shares during the period. Mosaic Family Wealth Partners LLC’s holdings in Johnson & Johnson were worth $4,043,000 as of its most recent SEC filing.

Several other institutional investors and hedge funds also recently added to or reduced their stakes in the stock. Blueline Advisors LLC purchased a new stake in shares of Johnson & Johnson during the 4th quarter worth approximately $25,000. Cresta Advisors Ltd. purchased a new position in Johnson & Johnson in the 4th quarter valued at approximately $26,000. DecisionPoint Financial LLC raised its holdings in Johnson & Johnson by 104.2% during the fourth quarter. DecisionPoint Financial LLC now owns 147 shares of the company’s stock worth $30,000 after purchasing an additional 75 shares during the last quarter. Bay Harbor Wealth Management LLC raised its holdings in Johnson & Johnson by 49.0% during the fourth quarter. Bay Harbor Wealth Management LLC now owns 149 shares of the company’s stock worth $31,000 after purchasing an additional 49 shares during the last quarter. Finally, Semmax Financial Advisors Inc. boosted its position in Johnson & Johnson by 55.0% during the second quarter. Semmax Financial Advisors Inc. now owns 203 shares of the company’s stock worth $31,000 after purchasing an additional 72 shares in the last quarter. 69.55% of the stock is currently owned by institutional investors and hedge funds.

Insider Transactions at Johnson & Johnson

In other Johnson & Johnson news, EVP Vanessa Broadhurst sold 23,054 shares of the company’s stock in a transaction dated Monday, July 20th. The stock was sold at an average price of $251.27, for a total transaction of $5,792,778.58. Following the completion of the sale, the executive vice president directly owned 23,003 shares in the company, valued at $5,779,963.81. This represents a 50.06% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which is available through this hyperlink. Also, EVP Elizabeth Forminard sold 15,918 shares of the firm’s stock in a transaction dated Thursday, August 6th. The stock was sold at an average price of $257.00, for a total value 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. Additional details regarding this sale are available in the official SEC disclosure. In the last 90 days, insiders have sold 63,972 shares of company stock valued at $16,245,605. Corporate insiders own 0.16% of the company’s stock.

Key Headlines Impacting Johnson & Johnson

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

• Positive Sentiment: The FDA approved Imaavy as the first treatment specifically indicated for warm autoimmune hemolytic anemia (wAIHA). The approval expands J&J’s rare-disease portfolio and supports management’s longer-term goal of reaching approximately $5 billion in peak Imaavy sales, although the initial patient population is limited. J&J’s Imaavy Gets FDA Approval as the First Treatment for wAIHA
• Positive Sentiment: J&J also received European approval to expand the Tecvayli cancer-treatment combination, strengthening its oncology pipeline and adding to the company’s specialized-medicine growth strategy. Johnson & Johnson Stock: Surge as FDA Approval and European Cancer Treatment Expansion Drive Market Attention
• Positive Sentiment: Recent coverage remains favorable on J&J’s dividend and operating momentum. The company recently exceeded quarterly earnings and revenue expectations, raised its 2026 outlook, and analysts cited growth in medicines outside the STELARA franchise as evidence that the patent expiration risk may be manageable. I Think Johnson & Johnson Is the Best Dividend Stock to Buy Right Now
• Neutral Sentiment: At roughly $270 per share and near its 52-week high, J&J has already gained substantially over the past year. Some analysts see further upside from its growing Innovative Medicine portfolio, while others view the current valuation as limiting near-term gains. How Much Upside Is Left in JNJ Stock?
• Negative Sentiment: Investors remain concerned about the STELARA patent cliff and whether new products can fully offset declining sales. The recently approved Imaavy is strategically important but may not materially change J&J’s valuation immediately because wAIHA is a rare condition.
• Negative Sentiment: Ongoing talc litigation continues to weigh on sentiment. A Louisiana jury recently awarded $10 million in a mesothelioma case, with J&J assigned a portion of the liability, highlighting the possibility of additional legal costs despite proposed settlement efforts. Does Louisiana’s US$10 Million Talc Verdict Shift the Legal Risk Bull Case For Johnson & Johnson?

Johnson & Johnson Trading Down 1.0%

NYSE JNJ opened at $270.43 on Thursday. The company has a market cap of $651.71 billion, a P/E ratio of 31.34, a P/E/G ratio of 2.61 and a beta of 0.24. Johnson & Johnson has a 12 month low of $173.33 and a 12 month high of $276.47. The company has a debt-to-equity ratio of 0.44, a current ratio of 1.09 and a quick ratio of 0.81. The company has a 50-day moving average of $257.32 and a 200-day moving average of $243.59.

Johnson & Johnson (NYSE:JNJ) last released its earnings results on Wednesday, July 15th. The company reported $2.90 earnings per share (EPS) for the quarter, beating 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 during the quarter, compared to the consensus estimate of $25.06 billion. During the same period in the previous year, the firm earned $2.77 earnings per share. 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. As a group, equities analysts predict that Johnson & Johnson will post 11.61 earnings per share for the current year.

Johnson & Johnson Announces Dividend

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 2.0%. The ex-dividend date is Tuesday, August 25th. Johnson & Johnson’s dividend payout ratio is presently 62.11%.

Wall Street Analysts Forecast Growth

A number of research analysts have recently weighed in on JNJ shares. Citigroup raised their price target on Johnson & Johnson from $285.00 to $298.00 and gave the company a “buy” rating in a research report on Wednesday, July 8th. Weiss Ratings raised shares of Johnson & Johnson from a “buy (b-)” rating to a “buy (b)” rating in a research note on Friday, July 24th. Freedom Capital upgraded shares of Johnson & Johnson from a “hold” rating to a “strong-buy” rating in a report on Thursday, July 16th. Argus set a $300.00 target price on shares of Johnson & Johnson in a research report on Wednesday, July 29th. Finally, Scotiabank reiterated an “outperform” rating and issued a $305.00 price target on shares of Johnson & Johnson in a research report on Thursday, July 16th. One research 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’s stock. Based on data from MarketBeat.com, the company currently has a consensus rating of “Moderate Buy” and a consensus price target of $268.22.

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.