Modera Wealth Management LLC Has $51.85 Million Stock Holdings in Johnson & Johnson $JNJ

Modera Wealth Management LLC reduced its holdings in shares of Johnson & Johnson (NYSE:JNJ) by 3.7% in the first quarter, Holdings Channel reports. The institutional investor owned 212,103 shares of the company’s stock after selling 8,063 shares during the period. Modera Wealth Management LLC’s holdings in Johnson & Johnson were worth $51,846,000 as of its most recent SEC filing.

Other hedge funds and other institutional investors also recently made changes to their positions in the company. Blueline Advisors LLC acquired a new position in Johnson & Johnson during the 4th quarter valued at about $25,000. Cresta Advisors Ltd. bought a new position in shares of Johnson & Johnson in the fourth quarter valued at approximately $26,000. DecisionPoint Financial LLC boosted its position in shares of Johnson & Johnson by 104.2% during the fourth quarter. DecisionPoint Financial LLC now owns 147 shares of the company’s stock valued at $30,000 after buying an additional 75 shares during the last quarter. Family CFO Inc bought a new stake in Johnson & Johnson during the fourth quarter worth $31,000. Finally, Bay Harbor Wealth Management LLC raised its position in Johnson & Johnson by 49.0% in the 4th quarter. Bay Harbor Wealth Management LLC now owns 149 shares of the company’s stock valued at $31,000 after buying an additional 49 shares during the last quarter. 69.55% of the stock is owned by institutional investors.

Trending Headlines about Johnson & Johnson

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

• Positive Sentiment: Johnson & Johnson beat Q2 earnings and revenue estimates, showing solid demand and execution in its core business. J&J Stock Falls Despite Strong Q2 Beat & Higher 2026 View: Here’s Why
• Positive Sentiment: The company raised its 2026 guidance after the report, reinforcing confidence in its growth outlook and pipeline momentum. Johnson & Johnson Raises 2026 Outlook After Q2 Earnings Beat
• Positive Sentiment: Guggenheim reaffirmed its Buy rating and set a $270 price target, signaling continued analyst confidence. Benzinga article on Guggenheim rating reaffirmation
• Positive Sentiment: Some market commentary suggests the post-earnings pullback could be an opportunity to buy JNJ on strength after a run to 52-week highs. Why Johnson and Johnson’s Earnings Dip Looks Like a Buying Opportunity
• Neutral Sentiment: Investors are also digesting the full Q2 earnings call transcript and several commentary pieces framing the company’s growth beyond legacy drugs and its collaboration announcements. Full Transcript: Johnson & Johnson Q2 2026 Earnings Call
• Negative Sentiment: Despite the earnings beat, the stock fell because MedTech results missed expectations, creating concern that one important division is lagging behind the company’s otherwise solid performance. J&J Stock Falls Despite Strong Q2 Beat & Higher 2026 View: Here’s Why

Johnson & Johnson Stock Up 1.2%

JNJ opened at $252.93 on Friday. Johnson & Johnson has a 12 month low of $162.78 and a 12 month high of $269.43. The company has a market cap of $608.86 billion, a PE ratio of 29.31, a price-to-earnings-growth ratio of 2.39 and a beta of 0.24. The company has a current ratio of 1.03, a quick ratio of 0.77 and a debt-to-equity ratio of 0.46. The company has a 50 day moving average of $239.82 and a 200 day moving average of $234.63.

Johnson & Johnson (NYSE:JNJ) last issued 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. The business had revenue of $25.31 billion for the quarter, compared to analysts’ expectations of $25.06 billion. Johnson & Johnson had a net margin of 21.48% and a return on equity of 32.86%. The business’s revenue for the quarter was up 6.6% compared to the same quarter last year. During the same quarter in the previous year, the firm posted $2.77 EPS. Johnson & Johnson has set its FY 2026 guidance at 11.600-11.750 EPS. On average, sell-side analysts expect that Johnson & Johnson will post 11.68 EPS for the current year.

Johnson & Johnson Dividend Announcement

The business also recently disclosed a quarterly dividend, which will be paid on Tuesday, September 8th. Investors 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 dividend yield of 2.1%. The ex-dividend date is Tuesday, August 25th. Johnson & Johnson’s payout ratio is presently 62.11%.

Insider Transactions at Johnson & Johnson

In related news, EVP Kathryn E. Wengel sold 10,000 shares of the stock in a transaction dated Thursday, June 11th. The stock was sold at an average price of $241.15, for a total transaction of $2,411,500.00. Following the sale, the executive vice president owned 114,288 shares of the company’s stock, valued at approximately $27,560,551.20. This represents a 8.05% decrease in their position. The sale was disclosed in a document filed with the SEC, which is accessible through this hyperlink. Company insiders own 0.16% of the company’s stock.

Analysts Set New Price Targets

Several analysts have recently commented on the stock. Bank of America increased their target price on shares of Johnson & Johnson from $254.00 to $263.00 and gave the company a “neutral” rating in a report on Friday, July 10th. Raymond James Financial lifted their target price on shares of Johnson & Johnson from $258.00 to $265.00 and gave the stock an “outperform” rating in a research report on Thursday. Sanford C. Bernstein boosted their target price on Johnson & Johnson from $225.00 to $251.00 and gave the stock a “market perform” rating in a research note on Wednesday, April 15th. HSBC set a $290.00 price target on Johnson & Johnson and gave the company a “buy” rating in a research report on Monday, July 6th. Finally, Wall Street Zen upgraded Johnson & Johnson from a “hold” rating to a “buy” rating in a report on Saturday. One research analyst has rated the stock with a Strong Buy rating, nineteen have issued a Buy rating and six have assigned a Hold rating to the company’s stock. According to data from MarketBeat.com, the company presently has an average rating of “Moderate Buy” and a consensus target price of $265.30.

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.