Donaldson Capital Management LLC Boosts Stake in Johnson & Johnson $JNJ

Donaldson Capital Management LLC raised its stake in shares of Johnson & Johnson (NYSE:JNJ) by 10.0% during the second quarter, according to the company in its most recent 13F filing with the SEC. The fund owned 37,882 shares of the company’s stock after buying an additional 3,437 shares during the quarter. Donaldson Capital Management LLC’s holdings in Johnson & Johnson were worth $9,621,000 at the end of the most recent reporting period.

A number of other institutional investors also recently made changes to their positions in the stock. Silver Coast Investments LLC raised its stake in Johnson & Johnson by 3.8% in the 2nd quarter. Silver Coast Investments LLC now owns 1,066 shares of the company’s stock valued at $271,000 after purchasing an additional 39 shares during the last quarter. Townsend Asset Management Corp NC ADV grew its holdings in shares of Johnson & Johnson by 0.6% during the second quarter. Townsend Asset Management Corp NC ADV now owns 6,418 shares of the company’s stock worth $1,630,000 after buying an additional 39 shares in the last quarter. Sierra Capital LLC raised its position in shares of Johnson & Johnson by 0.5% in the fourth quarter. Sierra Capital LLC now owns 8,144 shares of the company’s stock valued at $1,685,000 after buying an additional 41 shares during the last quarter. Beaird Harris Wealth Management LLC lifted its stake in shares of Johnson & Johnson by 1.8% during the fourth quarter. Beaird Harris Wealth Management LLC now owns 2,422 shares of the company’s stock valued at $501,000 after buying an additional 42 shares during the period. Finally, Ballast Advisors LLC boosted its position in Johnson & Johnson by 1.2% during the first quarter. Ballast Advisors LLC now owns 3,598 shares of the company’s stock worth $879,000 after acquiring an additional 42 shares during the last quarter. 69.55% of the stock is owned by institutional investors and hedge funds.

Johnson & Johnson Stock Performance

Shares of NYSE:JNJ opened at $270.43 on Thursday. The business has a 50-day moving average of $257.32 and a two-hundred day moving average of $243.59. The firm has a market capitalization of $651.71 billion, a PE ratio of 31.34, a P/E/G ratio of 2.61 and a beta of 0.24. The company has a debt-to-equity ratio of 0.44, a current ratio of 1.09 and a quick ratio of 0.81. Johnson & Johnson has a 12 month low of $173.33 and a 12 month high of $276.47.

Johnson & Johnson (NYSE:JNJ) last released its quarterly earnings data 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 business 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 company’s revenue was up 6.6% compared to the same quarter last year. During the same period in the previous year, the company posted $2.77 EPS. Johnson & Johnson has set its FY 2026 guidance at 11.600-11.750 EPS. As a group, research analysts forecast that Johnson & Johnson will post 11.61 earnings per share for the current year.

Johnson & Johnson Announces Dividend

The firm also recently disclosed a quarterly dividend, which will be paid on Tuesday, September 8th. Stockholders of record on Tuesday, August 25th will be given a $1.34 dividend. The ex-dividend date of this dividend is Tuesday, August 25th. This represents a $5.36 annualized dividend and a dividend yield of 2.0%. Johnson & Johnson’s dividend payout ratio is presently 62.11%.

Insider Buying and Selling at Johnson & Johnson

In other Johnson & Johnson news, EVP Vanessa Broadhurst sold 23,054 shares of the business’s stock in a transaction dated 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 transaction, the executive vice president owned 23,003 shares in the company, valued at $5,779,963.81. The trade was a 50.06% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which is available through this hyperlink. Also, EVP Jennifer L. Taubert sold 15,000 shares of the company’s stock in a transaction dated Monday, August 17th. The stock was sold at an average price of $263.36, for a total value of $3,950,400.00. Following the completion of the sale, the executive vice president directly owned 194,451 shares of the company’s stock, valued at $51,210,615.36. The trade was a 7.16% decrease in their position. The disclosure for this sale is available in the SEC filing. In the last quarter, insiders sold 63,972 shares of company stock worth $16,245,605. 0.16% of the stock is currently owned by insiders.

Johnson & Johnson News Roundup

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

• Positive Sentiment: The FDA approved Imaavy as the first treatment specifically indicated for warm autoimmune hemolytic anemia (wAIHA). The approval expands J&J’s rare-disease portfolio and supports management’s longer-term goal of reaching approximately $5 billion in peak Imaavy sales, although the initial patient population is limited. J&J’s Imaavy Gets FDA Approval as the First Treatment for wAIHA
• Positive Sentiment: J&J also received European approval to expand the Tecvayli cancer-treatment combination, strengthening its oncology pipeline and adding to the company’s specialized-medicine growth strategy. Johnson & Johnson Stock: Surge as FDA Approval and European Cancer Treatment Expansion Drive Market Attention
• Positive Sentiment: Recent coverage remains favorable on J&J’s dividend and operating momentum. The company recently exceeded quarterly earnings and revenue expectations, raised its 2026 outlook, and analysts cited growth in medicines outside the STELARA franchise as evidence that the patent expiration risk may be manageable. I Think Johnson & Johnson Is the Best Dividend Stock to Buy Right Now
• Neutral Sentiment: At roughly $270 per share and near its 52-week high, J&J has already gained substantially over the past year. Some analysts see further upside from its growing Innovative Medicine portfolio, while others view the current valuation as limiting near-term gains. How Much Upside Is Left in JNJ Stock?
• Negative Sentiment: Investors remain concerned about the STELARA patent cliff and whether new products can fully offset declining sales. The recently approved Imaavy is strategically important but may not materially change J&J’s valuation immediately because wAIHA is a rare condition.
• Negative Sentiment: Ongoing talc litigation continues to weigh on sentiment. A Louisiana jury recently awarded $10 million in a mesothelioma case, with J&J assigned a portion of the liability, highlighting the possibility of additional legal costs despite proposed settlement efforts. Does Louisiana’s US$10 Million Talc Verdict Shift the Legal Risk Bull Case For Johnson & Johnson?

Analyst Ratings Changes

A number of research analysts have weighed in on JNJ shares. Wells Fargo & Company increased their price target on Johnson & Johnson from $272.00 to $282.00 and gave the stock an “overweight” rating in a research note on Monday, August 3rd. Citigroup upped their target price on Johnson & Johnson from $285.00 to $298.00 and gave the company a “buy” rating in a research note on Wednesday, July 8th. HSBC set a $290.00 price target on Johnson & Johnson and gave the stock a “buy” rating in a research note on Monday, July 6th. Raymond James Financial set a $280.00 price objective on shares of Johnson & Johnson in a research note on Monday, August 3rd. Finally, Scotiabank reiterated an “outperform” rating and set a $305.00 price objective on shares of Johnson & Johnson in a report on Thursday, July 16th. One analyst has rated the stock with a Strong Buy rating, eighteen have issued a Buy rating and six have given a Hold rating to the company. According to data from MarketBeat.com, the company currently has a consensus rating of “Moderate Buy” and an average price target of $268.22.

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.