DJE Kapital AG Decreases Stock Position in Johnson & Johnson $JNJ

DJE Kapital AG lowered its position in shares of Johnson & Johnson (NYSE:JNJ) by 9.1% during the 1st quarter, Holdings Channel.com reports. The firm owned 751,444 shares of the company’s stock after selling 74,935 shares during the period. Johnson & Johnson accounts for 4.0% of DJE Kapital AG’s investment portfolio, making the stock its 5th largest holding. DJE Kapital AG’s holdings in Johnson & Johnson were worth $182,698,000 at the end of the most recent reporting period.

Other hedge funds and other institutional investors have also recently modified their holdings of the company. Blueline Advisors LLC purchased a new position in shares of Johnson & Johnson during the 4th quarter valued at $25,000. Cresta Advisors Ltd. purchased a new stake in Johnson & Johnson in the 4th quarter worth $26,000. DecisionPoint Financial LLC increased 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. Family CFO Inc bought a new stake in Johnson & Johnson during the fourth quarter valued at about $31,000. Finally, Bay Harbor Wealth Management LLC lifted its position in shares of Johnson & Johnson by 49.0% in the fourth 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. 69.55% of the stock is owned by hedge funds and other institutional investors.

Johnson & Johnson News Roundup

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

• Positive Sentiment: Johnson & Johnson was highlighted as one of the best dividend aristocrat names for steady cash flow, reinforcing its appeal to income-focused investors. 3 ‘Strong Buy’ Dividend Aristocrat Stocks for Steady Cash Flow, 7/21/26
• Positive Sentiment: The company’s Q2 results were described as robust, with earnings and sales both beating estimates and management raising its 2026 outlook, which supports the bullish case for the stock. Should You Buy, Sell or Hold J&J’s Stock Post a Robust Q2 Performance?
• Positive Sentiment: Johnson & Johnson was also noted as trading near 52-week highs while broader market attention has shifted away from AI names, suggesting investors are rotating into defensive large-cap healthcare stocks. 5 Stocks Quietly Trading Near All-Time Highs While Everyone Watches the AI Drama (JNJ)
• Neutral Sentiment: Another article compared JNJ with Abbott Laboratories, saying the two healthcare giants are moving in different strategic directions as J&J trims its portfolio while Abbott expands into cancer diagnostics. This is more of a strategy-watch item than an immediate catalyst. Johnson & Johnson vs Abbott Laboratories: Two Healthcare Giants on Opposite Trajectories
• Neutral Sentiment: DelveInsight noted that J&J’s Amivantamab is expected to help drive growth in the head and neck cancer market, underscoring pipeline potential, but the article focused on the broader market rather than a near-term company-specific event. Correction: Head and Neck Squamous Cell Carcinoma Market is Projected to Boost at a CAGR of 10.5% During the Forecast Period (2026–2036) Due to the Launch of Emerging Novel Immunotherapies | DelveInsight
• Negative Sentiment: One commentary on JNJ raised the familiar risks of patent losses and MedTech challenges, which could limit upside if pipeline execution slows or competition intensifies. Should You Buy, Sell or Hold J&J’s Stock Post a Robust Q2 Performance?

Insider Buying and Selling at Johnson & Johnson

In related news, EVP Kathryn E. Wengel sold 10,000 shares of the business’s stock in a transaction on Thursday, June 11th. The shares were sold at an average price of $241.15, for a total value of $2,411,500.00. Following the sale, 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 document filed with the SEC, which is accessible through this hyperlink. Company insiders own 0.16% of the company’s stock.

Johnson & Johnson Trading Up 0.7%

Shares of JNJ stock opened at $250.68 on Wednesday. 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 stock has a market capitalization of $603.44 billion, a price-to-earnings ratio of 29.05, a price-to-earnings-growth ratio of 2.35 and a beta of 0.24. Johnson & Johnson has a 12-month low of $164.23 and a 12-month high of $269.43. The stock’s 50-day moving average price is $240.90 and its 200-day moving average price is $235.42.

Johnson & Johnson (NYSE:JNJ) last announced 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 return on equity of 32.86% and a net margin of 21.48%.The firm’s revenue was up 6.6% on a year-over-year basis. During the same period 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. Equities research analysts predict that Johnson & Johnson will post 11.68 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. Investors of record on Tuesday, August 25th will be issued a $1.34 dividend. The ex-dividend date of this dividend is Tuesday, August 25th. This represents a $5.36 dividend on an annualized basis and a dividend yield of 2.1%. Johnson & Johnson’s dividend payout ratio (DPR) is 62.11%.

Wall Street Analysts Forecast Growth

Several analysts recently issued reports on the company. Daiwa Securities Group increased their target price on Johnson & Johnson from $237.00 to $246.00 and gave the stock an “outperform” rating in a research report on Thursday, April 16th. Sanford C. Bernstein boosted their price target on Johnson & Johnson from $225.00 to $251.00 and gave the stock a “market perform” rating in a report on Wednesday, April 15th. Citigroup upped their price target on Johnson & Johnson from $285.00 to $298.00 and gave the stock a “buy” rating in a research note on Wednesday, July 8th. HSBC set a $290.00 price objective on shares of Johnson & Johnson and gave the company a “buy” rating in a research report on Monday, July 6th. Finally, Bank of America boosted their target price on shares of Johnson & Johnson from $254.00 to $263.00 and gave the stock a “neutral” rating in a report on Friday, July 10th. One investment analyst has rated the stock with a Strong Buy rating, nineteen have issued a Buy rating and six have issued a Hold rating to the stock. Based on data from MarketBeat.com, the company currently has an average rating of “Moderate Buy” and an average price target of $265.30.

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.