Johnson & Johnson $JNJ Shares Acquired by The Manufacturers Life Insurance Company

The Manufacturers Life Insurance Company increased its stake in shares of Johnson & Johnson (NYSE:JNJ) by 5.1% in the second quarter, HoldingsChannel reports. The firm owned 3,746,452 shares of the company’s stock after buying an additional 180,724 shares during the quarter. Johnson & Johnson makes up approximately 0.7% of The Manufacturers Life Insurance Company’s holdings, making the stock its 19th biggest holding. The Manufacturers Life Insurance Company’s holdings in Johnson & Johnson were worth $951,486,000 at the end of the most recent quarter.

Several other institutional investors have also recently added to or reduced their stakes in the company. Jones Financial Companies Lllp lifted its holdings in Johnson & Johnson by 17.0% in the 2nd quarter. Jones Financial Companies Lllp now owns 1,814,780 shares of the company’s stock valued at $462,070,000 after purchasing an additional 263,392 shares in the last quarter. Trajan Wealth LLC grew its holdings in shares of Johnson & Johnson by 12.9% during the second quarter. Trajan Wealth LLC now owns 39,901 shares of the company’s stock worth $10,134,000 after buying an additional 4,563 shares in the last quarter. Park Place Capital Corp grew its holdings in shares of Johnson & Johnson by 8.3% during the second quarter. Park Place Capital Corp now owns 2,250 shares of the company’s stock worth $571,000 after buying an additional 173 shares in the last quarter. Peak Asset Management LLC raised its position in shares of Johnson & Johnson by 43.5% in the second quarter. Peak Asset Management LLC now owns 16,957 shares of the company’s stock valued at $4,307,000 after buying an additional 5,139 shares during the last quarter. Finally, Fiduciary Financial Advisors purchased a new position in shares of Johnson & Johnson during the second quarter valued at approximately $655,000. Institutional investors and hedge funds own 69.55% of the company’s stock.

Wall Street Analyst Weigh In

A number of analysts recently issued reports on the stock. Johnson Rice restated a “buy” rating on shares of Johnson & Johnson in a research report on Monday, August 3rd. Wall Street Zen downgraded Johnson & Johnson from a “buy” rating to a “hold” rating in a report on Saturday, August 1st. Scotiabank reissued an “outperform” rating and set a $305.00 price target on shares of Johnson & Johnson in a research note on Thursday, July 16th. Morgan Stanley raised their price objective on Johnson & Johnson from $284.00 to $294.00 and gave the stock an “overweight” rating in a report on Thursday, July 16th. Finally, Royal Bank Of Canada lifted their price objective on Johnson & Johnson from $265.00 to $287.00 and gave the company an “outperform” rating in a research report on Monday, July 13th. One investment analyst has rated the stock with a Strong Buy rating, eighteen have issued a Buy rating and six have given a Hold rating to the company’s stock. According to data from MarketBeat, the stock currently has a consensus rating of “Moderate Buy” and an average target price of $272.83.

Johnson & Johnson Stock Performance

Shares of JNJ stock opened at $275.12 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 has a market capitalization of $663.01 billion, a price-to-earnings ratio of 31.88, a price-to-earnings-growth ratio of 2.63 and a beta of 0.24. Johnson & Johnson has a one year low of $173.33 and a one year high of $281.07. The company has a 50 day moving average price of $261.98 and a 200 day moving average price of $245.07.

Johnson & Johnson (NYSE:JNJ) last announced its quarterly earnings results on Wednesday, July 15th. The company reported $2.90 earnings per share 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 company had revenue of $25.31 billion for the quarter, compared to analyst estimates of $25.06 billion. During the same quarter last year, the business earned $2.77 EPS. Johnson & Johnson’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. Sell-side analysts anticipate that Johnson & Johnson will post 11.61 EPS for the current year.

Johnson & Johnson Dividend Announcement

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 dividend on an annualized basis and a yield of 1.9%. Johnson & Johnson’s dividend payout ratio (DPR) is presently 62.11%.

Insider Activity

In other news, EVP Vanessa Broadhurst sold 23,054 shares of Johnson & Johnson stock in a transaction dated 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 directly owned 23,003 shares of the company’s stock, valued at $5,779,963.81. The trade was a 50.06% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is available at this link. Also, EVP Elizabeth Forminard sold 15,918 shares of the business’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 sale, the executive vice president owned 16,994 shares of the company’s stock, valued at $4,367,458. The trade was a 48.37% decrease in their position. The SEC filing for this sale provides additional information. Insiders have sold 97,569 shares of company stock valued at $25,476,044 in the last 90 days. 0.16% of the stock is owned by corporate insiders.

Johnson & Johnson News Summary

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

• Positive Sentiment: Analyst sentiment remains supportive. JNJ received an upgrade that helped it reach a new 12-month high, while the broader analyst view is rated “Moderate Buy.” UBS also began coverage, potentially increasing institutional attention. Johnson & Johnson Reaches New 12-Month High Following Analyst Upgrade Johnson & Johnson Receives Average Rating of Moderate Buy
• Positive Sentiment: Johnson & Johnson’s 64-year record of dividend growth remains a key support for income-oriented investors. Strong profitability and the company’s diversified healthcare portfolio help sustain the dividend despite competitive pressure on a major drug. Johnson & Johnson Is Boring Which Makes Its Dividend Nearly Perfect
• Neutral Sentiment: Management will discuss the business at the Deutsche Bank Healthcare Summit on September 17. The event could provide updates on pharmaceuticals, litigation and forward guidance, but it is not itself a change to earnings expectations. Johnson & Johnson to Participate in the Deutsche Bank 2026 Healthcare Summit
• Negative Sentiment: Profit-taking and valuation risk are elevated after JNJ gained about 60% over the past year versus roughly 21% for the S&P 500. Analysts question whether the current price already discounts growth above management’s near-term outlook. Was JNJ Stock Rally Actually Its Own? Is Johnson & Johnson Stock Priced For More Growth Than It Has Guided?
• Negative Sentiment: An executive vice president sold 33,597 shares worth approximately $9.2 million, reducing his holdings by 56.9%. The sale may reinforce short-term concerns about insider conviction, although it does not change JNJ’s fundamentals. SEC insider transaction filing
• Negative Sentiment: An analyst lowered the FY2026 EPS forecast, adding pressure to expectations. Talc litigation also remains unresolved despite a proposed path toward settlement, while the Louisiana verdict continues to focus attention on legal liability and potential costs. Johnson & Johnson dividend and competition analysis

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.