Johnson & Johnson $JNJ Shares Sold by Focus Partners Advisor Solutions LLC

Focus Partners Advisor Solutions LLC lowered its position in Johnson & Johnson (NYSE:JNJ) by 6.7% during the second quarter, according to its most recent disclosure with the Securities and Exchange Commission. The fund owned 47,169 shares of the company’s stock after selling 3,408 shares during the quarter. Focus Partners Advisor Solutions LLC’s holdings in Johnson & Johnson were worth $11,980,000 as of its most recent filing with the Securities and Exchange Commission.

Other large investors also recently modified their holdings of the company. Blueline Advisors LLC acquired a new position in Johnson & Johnson during the fourth quarter valued at approximately $25,000. Cresta Advisors Ltd. purchased a new position in shares of Johnson & Johnson in the 4th quarter valued at $26,000. Bay Harbor Wealth Management LLC lifted its holdings in shares of Johnson & Johnson by 49.0% during the 4th quarter. Bay Harbor Wealth Management LLC now owns 149 shares of the company’s stock valued at $31,000 after acquiring an additional 49 shares in the last quarter. Matrix Trust Co boosted its position in Johnson & Johnson by 56.2% during the 2nd quarter. Matrix Trust Co now owns 150 shares of the company’s stock worth $38,000 after purchasing an additional 54 shares during the period. Finally, E Fund Management Hong Kong Co. Ltd. raised its position in Johnson & Johnson by 946.7% in the fourth quarter. E Fund Management Hong Kong Co. Ltd. now owns 157 shares of the company’s stock valued at $32,000 after purchasing an additional 142 shares during the period. 69.55% of the stock is currently owned by hedge funds and other institutional investors.

Analysts Set New Price Targets

A number of equities research analysts have recently issued reports on JNJ shares. HSBC set a $290.00 target price on Johnson & Johnson and gave the company a “buy” rating in a research note on Monday, July 6th. Argus set a $300.00 price target on shares of Johnson & Johnson in a report on Wednesday, July 29th. Freedom Capital raised shares of Johnson & Johnson from a “hold” rating to a “strong-buy” rating in a research note on Thursday, July 16th. Wall Street Zen cut shares of Johnson & Johnson from a “buy” rating to a “hold” rating in a research report on Saturday, August 1st. Finally, Bank of America raised their target price on Johnson & Johnson from $254.00 to $263.00 and gave the company a “neutral” rating in a research note on Friday, July 10th. One 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. According to MarketBeat, the stock currently has a consensus rating of “Moderate Buy” and an average price target of $268.22.

Johnson & Johnson Trading Down 1.4%

Shares of NYSE JNJ opened at $266.10 on Friday. Johnson & Johnson has a 12-month low of $173.33 and a 12-month high of $276.47. The company has a market cap of $641.26 billion, a price-to-earnings ratio of 30.83, a price-to-earnings-growth ratio of 2.58 and a beta of 0.24. The company has a current ratio of 1.09, a quick ratio of 0.81 and a debt-to-equity ratio of 0.44. The stock’s 50 day simple moving average is $258.08 and its 200 day simple moving average is $243.77.

Johnson & Johnson (NYSE:JNJ) last issued its earnings results on Wednesday, July 15th. The company reported $2.90 earnings per share for the quarter, topping the consensus estimate of $2.84 by $0.06. Johnson & Johnson had a return on equity of 32.42% and a net margin of 21.48%.The firm had revenue of $25.31 billion for the quarter, compared to analyst estimates of $25.06 billion. During the same period last year, the company earned $2.77 earnings per share. The firm’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. Equities research analysts expect that Johnson & Johnson will post 11.61 EPS for the current year.

Johnson & Johnson Announces Dividend

The company also recently announced a quarterly dividend, which will be paid on Tuesday, September 8th. Shareholders of record on Tuesday, August 25th will be paid a dividend of $1.34 per share. This represents a $5.36 dividend on an annualized basis and a yield of 2.0%. The ex-dividend date of this dividend is Tuesday, August 25th. Johnson & Johnson’s payout ratio is presently 62.11%.

Insider Activity

In other news, EVP Elizabeth Forminard sold 15,918 shares of the stock in a transaction on 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 of the company’s stock, valued at approximately $4,367,458. This represents a 48.37% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which can be accessed through this link. Also, EVP Vanessa Broadhurst sold 23,054 shares of Johnson & Johnson stock in a transaction dated Monday, July 20th. The shares were sold at an average price of $251.27, for a total transaction of $5,792,778.58. Following the sale, the executive vice president owned 23,003 shares in the company, valued at approximately $5,779,963.81. This represents a 50.06% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders have sold a total of 63,972 shares of company stock worth $16,245,605 in the last quarter. Company 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 (nipocalimab-aahu) for patients aged 12 and older with warm autoimmune hemolytic anemia, making it the first specifically approved treatment for the rare, potentially life-threatening blood disorder. The approval expands JNJ’s rare-disease portfolio and could create a new revenue stream. What Is Johnson & Johnson (JNJ) Telling Investors With Its First WAIHA Approval?
• Positive Sentiment: IMAAVY represents JNJ’s second FDA approval in roughly two months, reinforcing its drug-development momentum. Clinical data cited in coverage showed durable hemoglobin responses and improved fatigue scores. Johnson & Johnson Just Got a Big FDA Win
• Positive Sentiment: China approved JNJ’s oral psoriasis pill, expanding access in a major pharmaceutical market and adding a potential growth opportunity, although competition from AbbVie and Bristol Myers Squibb remains intense. China approves J&J’s oral psoriasis pill, says drugmaker
• Positive Sentiment: Recent commentary remains supportive of JNJ as a defensive, income-oriented holding. The company’s latest quarter exceeded expectations, with adjusted EPS of $2.90 and revenue of $25.31 billion, while full-year 2026 EPS guidance remains $11.60 to $11.75. I Think Johnson & Johnson Is the Best Dividend Stock to Buy Right Now
• Neutral Sentiment: Analysts and investors are focusing on whether growth in JNJ’s broader Innovative Medicine portfolio can offset the loss of exclusivity affecting STELARA. Some analysis argues that STELARA is becoming a smaller portion of the portfolio, while other coverage says the new anemia indication alone is too small to materially change valuation. How Much Upside Is Left in JNJ Stock?
• Negative Sentiment: The stock’s pullback follows a period of strong performance near its 52-week high. With a market capitalization above $640 billion and a price-to-earnings ratio near 31, investors may be taking profits and demanding stronger evidence that new approvals can support additional upside.
• Negative Sentiment: Competition in psoriasis and the ongoing STELARA patent-cliff risk remain important headwinds, limiting the immediate financial impact of otherwise positive regulatory news. J&J’s First Anemia Approval Meets a $652 Billion Reality

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.