Johnson & Johnson $JNJ Holdings Decreased by PFG Investments LLC

PFG Investments LLC trimmed its holdings in shares of Johnson & Johnson (NYSE:JNJ) by 3.5% during the 2nd quarter, Holdings Channel reports. The institutional investor owned 101,254 shares of the company’s stock after selling 3,720 shares during the period. Johnson & Johnson makes up approximately 1.0% of PFG Investments LLC’s investment portfolio, making the stock its 17th largest position. PFG Investments LLC’s holdings in Johnson & Johnson were worth $25,716,000 as of its most recent SEC filing.

Several other hedge funds have also recently bought and sold shares of the business. Bensler LLC lifted its position in Johnson & Johnson by 3.0% in the 2nd quarter. Bensler LLC now owns 1,581 shares of the company’s stock worth $401,000 after buying an additional 46 shares in the last quarter. Wealth Architects LLC grew its holdings in shares of Johnson & Johnson by 2.9% during the 2nd quarter. Wealth Architects LLC now owns 8,211 shares of the company’s stock valued at $2,085,000 after acquiring an additional 230 shares in the last quarter. Anchyra Partners LLC increased its stake in shares of Johnson & Johnson by 5.3% in the second quarter. Anchyra Partners LLC now owns 6,697 shares of the company’s stock worth $1,701,000 after acquiring an additional 339 shares during the last quarter. Bayshore Asset Management LLC acquired a new position in shares of Johnson & Johnson in the second quarter worth $300,000. Finally, J. M. Brown & Associates Inc. purchased a new stake in shares of Johnson & Johnson during the second quarter worth $562,000. 69.55% of the stock is owned by hedge funds and other institutional investors.

Johnson & Johnson Trading Up 3.3%

Johnson & Johnson stock opened at $271.05 on Wednesday. The company has a debt-to-equity ratio of 0.44, a current ratio of 1.09 and a quick ratio of 0.81. The company has a market capitalization of $653.20 billion, a price-to-earnings ratio of 31.41, a PEG ratio of 2.48 and a beta of 0.24. Johnson & Johnson has a one year low of $173.33 and a one year high of $274.90. The company’s fifty day moving average price is $253.21 and its two-hundred day moving average price is $241.91.

Johnson & Johnson (NYSE:JNJ) 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%.The business’s revenue was up 6.6% compared to the same quarter last year. During the same period last year, the company earned $2.77 earnings per share. Johnson & Johnson has set its FY 2026 guidance at 11.600-11.750 EPS. On average, analysts forecast that Johnson & Johnson will post 11.61 earnings per share for the current fiscal year.

Johnson & Johnson Announces Dividend

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 $1.34 dividend. This represents a $5.36 dividend on an annualized basis and a dividend yield of 2.0%. The ex-dividend date of this dividend is Tuesday, August 25th. Johnson & Johnson’s dividend payout ratio (DPR) is presently 62.11%.

Insider Buying and Selling

In other news, EVP Jennifer L. Taubert sold 15,000 shares of Johnson & Johnson stock in a transaction that occurred on Monday, August 17th. The shares were sold at an average price of $263.36, for a total value of $3,950,400.00. Following the transaction, the executive vice president owned 194,451 shares of the company’s stock, valued at $51,210,615.36. This trade represents a 7.16% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which can be accessed through this hyperlink. Also, EVP Vanessa Broadhurst sold 23,054 shares of the company’s stock in a transaction on Monday, July 20th. The stock was sold at an average price of $251.27, for a total transaction of $5,792,778.58. Following the sale, the executive vice president directly owned 23,003 shares of the company’s stock, 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. Insiders have sold a total of 63,972 shares of company stock valued at $16,245,605 in the last quarter. Company insiders own 0.16% of the company’s stock.

Key Stories Impacting Johnson & Johnson

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

• Positive Sentiment: FDA clearance strengthens the MedTech growth story. The FDA cleared J&J’s AI-powered MONARCH QUEST 3 bronchoscopy update, which adds planning, navigation and imaging capabilities to the company’s robotic lung-diagnostics platform. The authorization could support broader adoption and reinforce J&J’s push into robotic and advanced surgical technologies. J&J secures FDA clearance for MONARCH QUEST 3
• Positive Sentiment: Strong results and raised guidance continue to support the stock. J&J reported second-quarter revenue of $25.31 billion, up 6.6% year over year, and raised its 2026 outlook. Adjusted EPS of $2.90 exceeded the $2.84 consensus estimate, while revenue also topped expectations. Johnson & Johnson Stock Jumps as Healthcare Rotation Lifts Shares
• Positive Sentiment: Investors see replacement growth for Stelara. J&J’s immunology and neuroscience portfolios are emerging as important growth engines, with newer medicines helping offset the impact of Stelara’s loss of exclusivity. J&J’s New Growth Powerhouses
• Neutral Sentiment: Call-option activity rose above average, suggesting increased short-term bullish positioning, although options flows can add volatility without indicating durable fundamental demand.
• Negative Sentiment: Executive Vice President Jennifer Taubert sold 15,000 shares for approximately $3.95 million. The sale reduced her holdings by 7.16%; recurring insider selling across several executives may temper sentiment, though it does not necessarily signal a change in business prospects. SEC insider transaction filing

Wall Street Analyst Weigh In

A number of research analysts have commented on JNJ shares. TD Cowen boosted their target price on Johnson & Johnson from $250.00 to $300.00 and gave the company a “buy” rating in a research note on Monday, July 13th. Freedom Capital raised Johnson & Johnson from a “hold” rating to a “strong-buy” rating in a research note on Thursday, July 16th. Royal Bank Of Canada lifted their price target on Johnson & Johnson from $265.00 to $287.00 and gave the company an “outperform” rating in a report on Monday, July 13th. Wells Fargo & Company boosted their price target on Johnson & Johnson from $272.00 to $282.00 and gave the company an “overweight” rating in a research note on Monday, August 3rd. Finally, Leerink Partners upgraded Johnson & Johnson from a “market perform” rating to an “outperform” rating and set a $265.00 price objective on the stock in a report on Wednesday, May 13th. One analyst has rated the stock with a Strong Buy rating, eighteen have given a Buy rating and six have assigned a Hold rating to the stock. Based on data from MarketBeat, Johnson & Johnson presently has a consensus rating of “Moderate Buy” and an average price target of $268.22.

Johnson & Johnson 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.