--- title: "Heritage Investors Management Corp Cuts Stake in Johnson & Johnson $JNJ" type: "News" locale: "en" url: "https://longbridge.com/en/news/296882467.md" description: "Heritage Investors Management Corp reduced its Johnson & Johnson stake by 3.8% in Q2, holding 160,709 shares valued at $40.8 million. Meanwhile, Auto Owners Insurance Co significantly increased its position, and other institutions like Norges Bank added new stakes. Insiders EVP Kathryn Wengel and Elizabeth Forminard sold shares recently. Analysts maintain a 'Moderate Buy' consensus with an average price target of $268.22, while the FDA approved J&J's IMAAVY for autoimmune hemolytic anemia." datetime: "2026-08-25T08:48:41.000Z" locales: - [zh-CN](https://longbridge.com/zh-CN/news/296882467.md) - [en](https://longbridge.com/en/news/296882467.md) - [zh-HK](https://longbridge.com/zh-HK/news/296882467.md) generator: "portal-rs" --- # Heritage Investors Management Corp Cuts Stake in Johnson & Johnson $JNJ Heritage Investors Management Corp decreased its position in Johnson & Johnson (NYSE:JNJ - Free Report) by 3.8% during the 2nd quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 160,709 shares of the company's stock after selling 6,373 shares during the period. Johnson & Johnson comprises 1.1% of Heritage Investors Management Corp's portfolio, making the stock its 23rd largest holding. Heritage Investors Management Corp's holdings in Johnson & Johnson were worth $40,815,000 at the end of the most recent quarter. Get **Johnson & Johnson** alerts: - VIG, VYM, and VYMI: Which Vanguard Dividend ETF Is Right for You? Several other large investors have also recently added to or reduced their stakes in the company. Auto Owners Insurance Co boosted its holdings in Johnson & Johnson by 22,225.6% in the 4th quarter. Auto Owners Insurance Co now owns 69,419,308 shares of the company's stock valued at $1,436,633,000 after purchasing an additional 69,108,368 shares in the last quarter. Norges Bank purchased a new position in shares of Johnson & Johnson during the 4th quarter worth approximately $6,924,523,000. Capital World Investors acquired a new stake in shares of Johnson & Johnson in the 4th quarter valued at approximately $2,005,942,000. Diamant Asset Management Inc. boosted its stake in shares of Johnson & Johnson by 24,436.5% in the first quarter. Diamant Asset Management Inc. now owns 4,473,008 shares of the company's stock valued at $109,338,000 after buying an additional 4,454,778 shares in the last quarter. Finally, Vanguard Group Inc. grew its holdings in Johnson & Johnson by 1.6% during the fourth quarter. Vanguard Group Inc. now owns 240,349,660 shares of the company's stock worth $49,740,362,000 after acquiring an additional 3,731,074 shares during the period. 69.55% of the stock is owned by hedge funds and other institutional investors. ## Insider Buying and Selling at Johnson & Johnson In other Johnson & Johnson news, EVP Kathryn E. Wengel sold 10,000 shares of Johnson & Johnson stock in a transaction dated Thursday, June 11th. The shares were sold at an average price of $241.15, for a total transaction of $2,411,500.00. Following the completion of the transaction, the executive vice president owned 114,288 shares in the company, valued at approximately $27,560,551.20. The trade was a 8.05% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which is accessible through this link. Also, EVP Elizabeth Forminard sold 15,918 shares of the company's stock in a transaction dated Thursday, August 6th. The shares were sold at an average price of $257.00, for a total transaction of $4,090,926.00. Following the completion of the sale, the executive vice president directly owned 16,994 shares in the company, valued at $4,367,458. This trade represents a 48.37% decrease in their position. The SEC filing for this sale provides additional information. Over the last 90 days, insiders have sold 63,972 shares of company stock valued at $16,245,605. Insiders own 0.16% of the company's stock. ## Wall Street Analyst Weigh In - 5 Stocks the Market Rewarded After Strong Earnings Results A number of equities research analysts have commented on JNJ shares. Stifel Nicolaus set a $260.00 target price on Johnson & Johnson in a report on Wednesday, July 15th. Argus set a $300.00 price target on shares of Johnson & Johnson in a research note on Wednesday, July 29th. The Goldman Sachs Group reiterated a "buy" rating and issued a $282.00 price objective on shares of Johnson & Johnson in a research note on Thursday, July 16th. Citigroup boosted their price objective on shares of Johnson & Johnson from $285.00 to $298.00 and gave the stock a "buy" rating in a report on Wednesday, July 8th. Finally, Johnson Rice restated a "buy" rating on shares of Johnson & Johnson in a research report on Monday, August 3rd. One investment 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 data from MarketBeat, Johnson & Johnson currently has a consensus rating of "Moderate Buy" and an average target price of $268.22. **Read Our Latest Stock Report on Johnson & Johnson** ## Key Johnson & Johnson News - The S&P 493 Are Staging a Comeback—This Value ETF Offers Broad Exposure 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 Stock Up 1.1% JNJ opened at $273.11 on Tuesday. The business's fifty day moving average is $255.83 and its two-hundred day moving average is $243.08. 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 company has a market cap of $658.18 billion, a price-to-earnings ratio of 31.65, a PEG 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. Johnson & Johnson (NYSE:JNJ - Get Free Report) last posted its earnings results on Wednesday, July 15th. The company reported $2.90 earnings per share for the quarter, beating the consensus estimate of $2.84 by $0.06. The company had revenue of $25.31 billion for the quarter, compared to analyst estimates of $25.06 billion. Johnson & Johnson had a return on equity of 32.42% and a net margin of 21.48%.Johnson & Johnson's revenue was up 6.6% compared to the same quarter last year. During the same quarter in the prior year, the company earned $2.77 earnings per share. Johnson & Johnson has set its FY 2026 guidance at 11.600-11.750 EPS. Analysts anticipate that Johnson & Johnson will post 11.61 EPS for the current fiscal year. ## Johnson & Johnson Dividend Announcement The firm also recently announced a quarterly dividend, which will be paid on Tuesday, September 8th. Shareholders of record on Tuesday, August 25th will be issued a dividend of $1.34 per share. This represents a $5.36 annualized dividend and a yield of 2.0%. The ex-dividend date is Tuesday, August 25th. Johnson & Johnson's dividend payout ratio (DPR) is 62.11%. ## About Johnson & Johnson (Free Report) 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. ## Read More - Five stocks we like better than Johnson & Johnson - Visa Just Put Hims & Hers in the Penalty Box—Here’s Why It Matters - Treasury Yields Are Surging Again: 3 Stocks That Could Feel the Pain - Snowflake Could Be Headed for New Highs Despite Insider Selling - MongoDB Is Surging—And the Next Catalyst Is Almost Here **Want to see what other hedge funds are holding JNJ?** Visit HoldingsChannel.com to get the latest 13F filings and insider trades for Johnson & Johnson (NYSE:JNJ - Free Report). *This instant news alert was generated by narrative science technology and financial data from MarketBeat in order to provide readers with the fastest reporting and unbiased coverage. Please send any questions or comments about this story to contact@marketbeat.com.* Continue following MarketBeat Add MarketBeat as your preferred source on Google to see our latest stories in your feed. Add As Preferred Source ## Should You Invest $1,000 in Johnson & Johnson Right Now? Before you consider Johnson & Johnson, you'll want to hear this. MarketBeat keeps track of Wall Street's top-rated and best performing research analysts and the stocks they recommend to their clients on a daily basis. MarketBeat has identified the five stocks that top analysts are quietly whispering to their clients to buy now before the broader market catches on... and Johnson & Johnson wasn't on the list. While Johnson & Johnson currently has a Moderate Buy rating among analysts, top-rated analysts believe these five stocks are better buys. 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