Uptick Partners LLC Has $3.12 Million Position in Johnson & Johnson $JNJ

Uptick Partners LLC grew its holdings in shares of Johnson & Johnson (NYSE:JNJ) by 152.4% during the 2nd quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 12,288 shares of the company’s stock after buying an additional 7,419 shares during the quarter. Uptick Partners LLC’s holdings in Johnson & Johnson were worth $3,121,000 at the end of the most recent reporting period.

Several other hedge funds also recently modified their holdings of the stock. Auto Owners Insurance Co raised its holdings in Johnson & Johnson by 22,225.6% during the fourth quarter. Auto Owners Insurance Co now owns 69,419,308 shares of the company’s stock worth $1,436,633,000 after acquiring an additional 69,108,368 shares in the last quarter. Norges Bank bought a new position in Johnson & Johnson in the fourth quarter valued at approximately $6,924,523,000. Capital World Investors bought a new position in Johnson & Johnson in the fourth quarter valued at approximately $2,005,942,000. Diamant Asset Management Inc. increased its position in shares of Johnson & Johnson by 24,436.5% during the 1st quarter. Diamant Asset Management Inc. now owns 4,473,008 shares of the company’s stock worth $109,338,000 after purchasing an additional 4,454,778 shares during the last quarter. Finally, Price T Rowe Associates Inc. MD raised its stake in shares of Johnson & Johnson by 41.7% during the 4th quarter. Price T Rowe Associates Inc. MD now owns 12,423,886 shares of the company’s stock worth $2,571,124,000 after purchasing an additional 3,655,754 shares in the last quarter. Institutional investors own 69.55% of the company’s stock.

Insider Activity at Johnson & Johnson

In other news, EVP Elizabeth Forminard sold 15,918 shares of the stock in a transaction that occurred on Thursday, August 6th. The stock was sold at an average price of $257.00, for a total transaction of $4,090,926.00. Following the transaction, the executive vice president owned 16,994 shares in the company, valued at approximately $4,367,458. This trade represents a 48.37% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this link. 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 sale, the executive vice president directly owned 23,003 shares of the company’s stock, valued at approximately $5,779,963.81. The trade was a 50.06% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Over the last three months, insiders have sold 63,972 shares of company stock valued at $16,245,605. 0.16% of the stock is currently owned by insiders.

Johnson & Johnson Trading Up 2.1%

JNJ stock opened at $271.53 on Wednesday. Johnson & Johnson has a one year low of $173.33 and a one year high of $276.47. The stock has a market cap of $654.36 billion, a price-to-earnings ratio of 31.46, a price-to-earnings-growth ratio of 2.54 and a beta of 0.24. The company has a fifty day moving average price of $260.21 and a two-hundred day moving average price of $244.39. 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 (NYSE:JNJ) last issued 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 company had revenue of $25.31 billion for 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 company’s revenue was up 6.6% on a year-over-year basis. During the same period in the prior year, the firm earned $2.77 earnings per share. Johnson & Johnson has set its FY 2026 guidance at 11.600-11.750 EPS. Equities analysts anticipate that Johnson & Johnson will post 11.61 EPS for the current year.

Johnson & Johnson Announces Dividend

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

Wall Street Analysts Forecast Growth

Several research firms have recently commented on JNJ. Johnson Rice reissued a “buy” rating on shares of Johnson & Johnson in a report on Monday, August 3rd. TD Cowen boosted their target price on shares of Johnson & Johnson from $250.00 to $300.00 and gave the stock a “buy” rating in a report on Monday, July 13th. The Goldman Sachs Group reaffirmed a “buy” rating and set a $282.00 price target on shares of Johnson & Johnson in a research report on Thursday, July 16th. Freedom Capital raised shares of Johnson & Johnson from a “hold” rating to a “strong-buy” rating in a research report on Thursday, July 16th. Finally, Wells Fargo & Company boosted their price objective on shares of Johnson & Johnson from $272.00 to $282.00 and gave the stock an “overweight” rating in a research note on Monday, August 3rd. One research analyst has rated the stock with a Strong Buy rating, eighteen have given a Buy rating and six have given a Hold rating to the stock. Based on data from MarketBeat, the company currently has an average rating of “Moderate Buy” and an average target price of $268.22.

Trending Headlines about Johnson & Johnson

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

• Positive Sentiment: Defensive strength supported the stock. JNJ gained as the broader market weakened, suggesting investors favored its relatively stable healthcare business and dependable dividend. The company has maintained a decades-long dividend-growth streak, making it attractive to income-oriented investors. Johnson & Johnson (JNJ) Rises As Market Takes a Dip: Key Facts
• Positive Sentiment: Upcoming results provide a potential catalyst. Johnson & Johnson will host its third-quarter earnings conference call on October 13. Investors will focus on operating trends, guidance and updates on key risks. Johnson & Johnson to Host Investor Conference Call on Third-Quarter Results
• Neutral Sentiment: J&J’s investment portfolio received favorable attention. The company owns stakes in approximately 15 biotechnology and medical-technology companies, with one larger holding standing out because of its market capitalization. The portfolio may offer strategic or financial upside, but it is not currently a major earnings catalyst. Johnson & Johnson Owns Stakes in 15 Stocks. Here’s the Best of the Bunch.
• Negative Sentiment: One analyst modestly reduced its earnings forecast. Erste Group Bank lowered its 2026 EPS estimate to $11.65 from $11.68, although the revised forecast remains above the broader consensus estimate of $11.61. The small cut is a mild negative signal rather than a material change to the outlook.
• Negative Sentiment: Dividend investors face a longer-term uncertainty. Commentary comparing JNJ with Procter & Gamble highlights a forthcoming corporate event that could threaten the uninterrupted payout record investors associate with J&J. The article does not indicate an immediate dividend reduction, but the issue may temper enthusiasm among income-focused shareholders. Why Procter & Gamble’s Quieter Dividend Outpaces Johnson & Johnson’s Growth Story

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.