Premier Fund Managers Ltd lessened its holdings in Johnson & Johnson (NYSE:JNJ - Free Report) by 13.0% during the second quarter, according to its most recent disclosure with the SEC. The institutional investor owned 70,036 shares of the company's stock after selling 10,503 shares during the period. Johnson & Johnson accounts for approximately 1.6% of Premier Fund Managers Ltd's portfolio, making the stock its 8th largest holding. Premier Fund Managers Ltd's holdings in Johnson & Johnson were worth $18,097,000 at the end of the most recent quarter.

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Other hedge funds and other institutional investors have also added to or reduced their stakes in the company. Blueline Advisors LLC bought a new stake in shares of Johnson & Johnson during the 4th quarter valued at about $25,000. Cresta Advisors Ltd. purchased a new stake in Johnson & Johnson in the fourth quarter valued at approximately $26,000. DecisionPoint Financial LLC grew its stake in Johnson & Johnson by 104.2% in the 4th quarter. DecisionPoint Financial LLC now owns 147 shares of the company's stock worth $30,000 after buying an additional 75 shares in the last quarter. Bay Harbor Wealth Management LLC increased its holdings in shares of Johnson & Johnson by 49.0% in the 4th quarter. Bay Harbor Wealth Management LLC now owns 149 shares of the company's stock worth $31,000 after buying an additional 49 shares during the last quarter. Finally, Semmax Financial Advisors Inc. lifted its holdings in shares of Johnson & Johnson by 55.0% during the 2nd quarter. Semmax Financial Advisors Inc. now owns 203 shares of the company's stock worth $31,000 after acquiring an additional 72 shares during the last quarter. 69.55% of the stock is currently owned by hedge funds and other institutional investors.

Trending Headlines about Johnson & Johnson

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

• Positive Sentiment: Constructive post-earnings outlook: JNJ’s latest results exceeded analyst expectations for both earnings and revenue, while full-year 2026 EPS guidance remains centered around $11.60-$11.75. Analysts are watching for continued estimate increases and earnings momentum to support the stock’s advance. Why Is Johnson & Johnson Up Since Its Last Earnings Report?
• Positive Sentiment: Pharmaceutical recovery and defensive appeal: JNJ is among the large-cap pharmaceutical companies investors are watching as the industry recovery gains traction. Its diversified healthcare business and relatively low-beta profile may also attract investors seeking defensive exposure amid market uncertainty. Large-Cap Stocks to Watch as Pharma Recovery Takes Hold
• Positive Sentiment: Dividend record reinforces income appeal: JNJ raised its dividend 3.1% to $5.36 per share annually, extending its streak of consecutive increases to 64 years. The increase supports the company’s reputation as a long-term income and stability investment. Johnson & Johnson Has Increased Its Dividend for 64 Consecutive Years
• Neutral Sentiment: Talc settlement remains a key overhang: Analysis of JNJ’s proposed $5.5 billion talc settlement views it as a potential step toward reducing litigation uncertainty, but the long-term financial and legal impact remains subject to scrutiny. Johnson & Johnson’s $5.5B Talc Settlement
• Neutral Sentiment: Portfolio adjustments: JNJ sold its remaining rights and interests in botaretigene sparoparvovec to MeiraGTx for $25 million. The transaction may streamline the portfolio, but its financial contribution is unlikely to materially affect near-term results. MeiraGTx Reports Second Quarter 2026 Results
• Negative Sentiment: Robotics competition is increasing: Intuitive Surgical cited growing competitive pressure from JNJ and Chinese robotic-surgery platforms. While this reflects JNJ’s ambitions in surgical robotics, it also signals that gaining market share could require substantial investment and execution. Intuitive Surgical Beats on Q2 Results

Insider Transactions at Johnson & Johnson

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In other Johnson & Johnson news, EVP Kathryn E. Wengel sold 10,000 shares of the stock in a transaction that occurred on Thursday, June 11th. The stock was sold at an average price of $241.15, for a total value 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 transaction was disclosed in a filing with the SEC, which can be accessed through the SEC website. Also, EVP Vanessa Broadhurst sold 23,054 shares of Johnson & Johnson stock in a transaction that occurred on 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 completion of 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. Additional details regarding this sale are available in the official SEC disclosure. Over the last ninety days, insiders sold 48,972 shares of company stock worth $12,295,205. Company insiders own 0.16% of the company's stock.

Analyst Upgrades and Downgrades

A number of research firms have weighed in on JNJ. Argus set a $300.00 price target on Johnson & Johnson in a research report on Wednesday, July 29th. Wells Fargo & Company upped their price objective on Johnson & Johnson from $272.00 to $282.00 and gave the stock an "overweight" rating in a report on Monday, August 3rd. Freedom Capital raised Johnson & Johnson from a "hold" rating to a "strong-buy" rating in a report on Thursday, July 16th. Royal Bank Of Canada boosted their target price on Johnson & Johnson from $265.00 to $287.00 and gave the stock an "outperform" rating in a research report on Monday, July 13th. Finally, Weiss Ratings upgraded shares of Johnson & Johnson from a "buy (b-)" rating to a "buy (b)" rating in a research report on Friday, July 24th. One investment analyst has rated the stock with a Strong Buy rating, eighteen have assigned a Buy rating and six have issued a Hold rating to the stock. Based on data from MarketBeat, Johnson & Johnson presently has an average rating of "Moderate Buy" and a consensus price target of $268.22.

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Get Our Latest Report on JNJ

Johnson & Johnson Stock Up 0.0%

Shares of Johnson & Johnson stock opened at $260.44 on Monday. The company has a debt-to-equity ratio of 0.44, a quick ratio of 0.81 and a current ratio of 1.09. Johnson & Johnson has a 52-week low of $173.33 and a 52-week high of $274.90. The company's 50 day moving average price is $251.92 and its 200-day moving average price is $241.34. The stock has a market capitalization of $627.63 billion, a price-to-earnings ratio of 30.18, a P/E/G ratio of 2.48 and a beta of 0.24.

Johnson & Johnson (NYSE:JNJ - Get Free Report) last posted its quarterly earnings results on Wednesday, July 15th. The company reported $2.90 EPS for the quarter, beating analysts' consensus estimates of $2.84 by $0.06. The company had revenue of $25.31 billion during the quarter, compared to analyst estimates of $25.06 billion. Johnson & Johnson had a net margin of 21.48% and a return on equity of 32.42%. The firm's revenue was up 6.6% compared to the same quarter last year. During the same period in the prior year, the business posted $2.77 EPS. Johnson & Johnson has set its FY 2026 guidance at 11.600-11.750 EPS. Equities research analysts forecast 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. 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 2.1%. The ex-dividend date is Tuesday, August 25th. Johnson & Johnson's dividend payout ratio is currently 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.

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