LM Advisors LLC Acquires 6,817 Shares of Johnson & Johnson $JNJ

LM Advisors LLC grew its holdings in Johnson & Johnson (NYSE:JNJ) by 309.2% during the second quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 9,022 shares of the company’s stock after purchasing an additional 6,817 shares during the quarter. LM Advisors LLC’s holdings in Johnson & Johnson were worth $2,291,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Several other large investors have also added to or reduced their stakes in JNJ. World Investment Advisors lifted its holdings in shares of Johnson & Johnson by 19.6% in the fourth quarter. World Investment Advisors now owns 161,343 shares of the company’s stock valued at $33,390,000 after purchasing an additional 26,450 shares in the last quarter. Principal Financial Group Inc. grew its holdings in Johnson & Johnson by 0.8% during the fourth quarter. Principal Financial Group Inc. now owns 3,410,177 shares of the company’s stock worth $705,736,000 after buying an additional 28,370 shares in the last quarter. Signal Advisors Wealth LLC raised its position in Johnson & Johnson by 76.1% in the 1st quarter. Signal Advisors Wealth LLC now owns 15,126 shares of the company’s stock valued at $3,697,000 after buying an additional 6,539 shares during the last quarter. Louisiana State Employees Retirement System bought a new position in Johnson & Johnson during the 1st quarter valued at $30,017,000. Finally, Gradient Investments LLC boosted its holdings in Johnson & Johnson by 9.9% during the 2nd quarter. Gradient Investments LLC now owns 152,831 shares of the company’s stock worth $38,815,000 after acquiring an additional 13,737 shares during the last quarter. Institutional investors and hedge funds own 69.55% of the company’s stock.

Analyst Upgrades and Downgrades

JNJ has been the subject of several analyst reports. Royal Bank Of Canada increased their target price on shares of Johnson & Johnson from $265.00 to $287.00 and gave the company an “outperform” rating in a report on Monday, July 13th. Citigroup increased their price objective on shares of Johnson & Johnson from $285.00 to $298.00 and gave the company a “buy” rating in a research note on Wednesday, July 8th. Wells Fargo & Company lifted their target price on shares of Johnson & Johnson from $272.00 to $282.00 and gave the stock an “overweight” rating in a research report on Monday, August 3rd. Raymond James Financial set a $280.00 target price on Johnson & Johnson in a report on Monday, August 3rd. Finally, Guggenheim increased their price target on Johnson & Johnson from $270.00 to $287.00 and gave the company a “buy” rating in a research report on Thursday, August 6th. One equities research analyst has rated the stock with a Strong Buy rating, eighteen have assigned a Buy rating and six have issued a Hold rating to the stock. According to MarketBeat, the stock has an average rating of “Moderate Buy” and an average target price of $272.83.

Johnson & Johnson Price Performance

JNJ opened at $278.66 on Friday. Johnson & Johnson has a fifty-two week low of $173.33 and a fifty-two week high of $281.07. The firm has a 50-day moving average of $261.57 and a 200 day moving average of $244.85. The company has a debt-to-equity ratio of 0.44, a quick ratio of 0.81 and a current ratio of 1.09. The firm has a market cap of $671.54 billion, a P/E ratio of 32.29, a PEG ratio of 2.63 and a beta of 0.24.

Johnson & Johnson (NYSE:JNJ) last announced its quarterly earnings data on Wednesday, July 15th. The company reported $2.90 EPS for the quarter, topping the consensus estimate of $2.84 by $0.06. Johnson & Johnson had a net margin of 21.48% and a return on equity of 32.42%. The business had revenue of $25.31 billion for the quarter, compared to analyst estimates of $25.06 billion. During the same quarter in the previous year, the firm posted $2.77 earnings per share. The company’s revenue for the quarter was up 6.6% on a year-over-year basis. Johnson & Johnson has set its FY 2026 guidance at 11.600-11.750 EPS. On average, research analysts expect that Johnson & Johnson will post 11.61 EPS for the current year.

Johnson & Johnson Announces Dividend

The company 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. The ex-dividend date is Tuesday, August 25th. This represents a $5.36 annualized dividend and a yield of 1.9%. Johnson & Johnson’s dividend payout ratio is presently 62.11%.

More Johnson & Johnson News

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

• Positive Sentiment: UBS initiated coverage with a Buy rating and a $320 price target, implying roughly 15%–16% upside from recent levels. The target reflects greater confidence in J&J’s pharmaceutical pipeline and potential for stronger growth. J&J Jumps as UBS Lifts Its Target to $320
• Positive Sentiment: Recent business momentum remains constructive: J&J’s latest quarterly revenue increased 6.6% year over year, while earnings and revenue exceeded analyst expectations. A separate analysis noted that new products have more than offset sales lost from older medicines, supporting the company’s growth narrative. Johnson & Johnson Replaced Lost Sales With New Ones
• Neutral Sentiment: J&J will participate in the Deutsche Bank 2026 Healthcare Summit on September 17. The presentation could provide updates on the pipeline, growth strategy and financial outlook, but the announcement itself does not change fundamentals. Johnson & Johnson to Participate in the Deutsche Bank Healthcare Summit
• Negative Sentiment: An analyst lowered the FY2026 EPS forecast, creating a modest headwind against the bullish analyst target and suggesting expectations for near-term earnings growth may be moderating.
• Negative Sentiment: Analysts continue to flag Stelara and upcoming drug patent expirations, weakness in MedTech and ongoing talc litigation as risks. The stock’s approximately 56% 12-month gain and valuation near its 52-week high leave less room for disappointment, particularly because the current price may already anticipate growth above management’s guidance. J&J Faces Multiple Headwinds Does J&J Talc Verdict Add to Legal Risk?

Insider Transactions at Johnson & Johnson

In other Johnson & Johnson news, EVP Vanessa Broadhurst sold 23,054 shares of the 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 completion of the transaction, 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. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this link. Also, EVP Kathryn Wengel sold 10,000 shares of the firm’s stock in a transaction on Thursday, June 11th. The stock was sold at an average price of $241.15, for a total value of $2,411,500.00. Following the completion of the sale, the executive vice president directly owned 114,288 shares of the company’s stock, valued at $27,560,551.20. This represents a 8.05% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders have sold a total of 63,972 shares of company stock worth $16,245,605 in the last ninety days. Company insiders own 0.16% of the company’s stock.

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.