UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC Reduces Stock Holdings in Johnson & Johnson $JNJ

UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC cut its holdings in Johnson & Johnson (NYSE:JNJ) by 6.2% in the second quarter, according to the company in its most recent disclosure with the SEC. The fund owned 18,416,123 shares of the company’s stock after selling 1,211,990 shares during the quarter. Johnson & Johnson comprises 0.9% of UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC’s holdings, making the stock its 19th largest position. UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC’s holdings in Johnson & Johnson were worth $4,677,143,000 as of its most recent SEC filing.

Several other hedge funds and other institutional investors have also recently modified their holdings of the stock. Silver Coast Investments LLC increased its stake in Johnson & Johnson by 3.8% during 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 in the last quarter. Townsend Asset Management Corp NC ADV raised its stake in Johnson & Johnson by 0.6% in the 2nd quarter. Townsend Asset Management Corp NC ADV now owns 6,418 shares of the company’s stock worth $1,630,000 after acquiring an additional 39 shares during the last quarter. Denali Advisors LLC lifted its position in Johnson & Johnson by 1.2% during the 2nd quarter. Denali Advisors LLC now owns 3,305 shares of the company’s stock worth $839,000 after acquiring an additional 40 shares during the period. Sierra Capital LLC grew its stake in Johnson & Johnson by 0.5% during the 4th quarter. Sierra Capital LLC now owns 8,144 shares of the company’s stock valued at $1,685,000 after purchasing an additional 41 shares during the last quarter. Finally, Beaird Harris Wealth Management LLC raised its stake in shares of Johnson & Johnson by 1.8% in the fourth quarter. Beaird Harris Wealth Management LLC now owns 2,422 shares of the company’s stock worth $501,000 after purchasing an additional 42 shares during the last quarter. 69.55% of the stock is owned by hedge funds and other institutional investors.

Insider Activity

In other Johnson & Johnson news, EVP Timothy Schmid sold 33,597 shares of the stock in a transaction on Wednesday, September 2nd. The shares were sold at an average price of $274.74, for a total transaction of $9,230,439.78. Following the transaction, the executive vice president directly owned 25,447 shares of the company’s stock, valued at $6,991,308.78. This trade represents a 56.90% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is accessible through this hyperlink. Also, EVP Kathryn E. Wengel sold 10,000 shares of the business’s stock in a transaction dated Thursday, June 11th. The stock was sold at an average price of $241.15, for a total transaction of $2,411,500.00. Following 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 position. Additional details regarding this sale are available in the official SEC disclosure. Over the last ninety days, insiders have sold 97,569 shares of company stock worth $25,476,044. Insiders own 0.16% of the company’s stock.

Key Johnson & Johnson News

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

• Positive Sentiment: Jim Cramer called the pullback a buying opportunity, citing Johnson & Johnson’s defensive characteristics and long-term stability. The commentary may support investor interest, but it is opinion-based rather than a new company catalyst. Cramer says it is time to buy the dip on JNJ
• Positive Sentiment: Johnson & Johnson announced that 24 abstracts will be presented at Psych Congress 2026, including the first pivotal Phase 3 CAPLYTA data in adults with bipolar mania, along with new SPRAVATO analyses and schizophrenia research. The updates could strengthen confidence in the company’s neuropsychiatry pipeline and future pharmaceutical growth. Johnson & Johnson neuropsychiatry data announcement
• Neutral Sentiment: Investors are watching defensive stocks such as JNJ ahead of upcoming CPI data and the Federal Reserve’s rate decision. The company’s dividend and healthcare exposure may provide stability, but interest-rate and macroeconomic uncertainty are driving near-term volatility. Defensive stocks to watch as CPI and the Fed test the rally
• Neutral Sentiment: A comparison with Eli Lilly frames JNJ as the steadier, more established investment, but with less breakout-growth potential. The article highlights the trade-off between JNJ’s stability and pharmaceutical-industry growth opportunities. Lilly versus J&J investment comparison
• Negative Sentiment: An executive sold approximately $9.23 million of JNJ stock. While insider selling does not necessarily indicate weakening fundamentals, the transaction can create a modest sentiment overhang. Johnson & Johnson executive stock sale

Johnson & Johnson Trading Down 2.3%

JNJ stock opened at $269.04 on Wednesday. Johnson & Johnson has a 52-week low of $173.33 and a 52-week high of $281.07. The company has a quick ratio of 0.81, a current ratio of 1.09 and a debt-to-equity ratio of 0.44. The firm has a market cap of $648.35 billion, a P/E ratio of 31.17, a PEG ratio of 2.63 and a beta of 0.24. The company’s 50-day simple moving average is $262.61 and its 200-day simple moving average is $245.47.

Johnson & Johnson (NYSE:JNJ) last released its quarterly earnings results on Wednesday, July 15th. The company reported $2.90 earnings per share for the quarter, topping analysts’ consensus estimates of $2.84 by $0.06. The company had revenue of $25.31 billion during the quarter, compared to analysts’ expectations of $25.06 billion. Johnson & Johnson had a return on equity of 32.42% and a net margin of 21.48%.Johnson & Johnson’s quarterly revenue was up 6.6% compared to the same quarter last year. During the same quarter in the prior year, the firm posted $2.77 EPS. Johnson & Johnson has set its FY 2026 guidance at 11.600-11.750 EPS. As a group, equities analysts forecast that Johnson & Johnson will post 11.61 EPS for the current fiscal year.

Johnson & Johnson Announces Dividend

The firm also recently announced a quarterly dividend, which was paid on Tuesday, September 8th. Stockholders of record on Tuesday, August 25th were given a dividend of $1.34 per share. The ex-dividend date was Tuesday, August 25th. This represents a $5.36 dividend on an annualized basis and a dividend yield of 2.0%. Johnson & Johnson’s dividend payout ratio (DPR) is 62.11%.

Analysts Set New Price Targets

Several equities analysts recently weighed in on the stock. Citigroup increased their price target on shares of Johnson & Johnson from $285.00 to $298.00 and gave the stock a “buy” rating in a report on Wednesday, July 8th. Freedom Capital raised shares of Johnson & Johnson from a “hold” rating to a “strong-buy” rating in a report on Thursday, July 16th. Wells Fargo & Company lifted their price objective on Johnson & Johnson from $272.00 to $282.00 and gave the company an “overweight” rating in a research note on Monday, August 3rd. Bank of America upped their target price on Johnson & Johnson from $254.00 to $263.00 and gave the stock a “neutral” rating in a research note on Friday, July 10th. Finally, Stifel Nicolaus set a $260.00 price target on Johnson & Johnson in a report on Wednesday, July 15th. One research analyst has rated the stock with a Strong Buy rating, eighteen have assigned a Buy rating and six have given a Hold rating to the company. According to MarketBeat.com, Johnson & Johnson presently has an average rating of “Moderate Buy” and a consensus price target of $272.83.

Johnson & Johnson Profile

Johnson & Johnson (NYSE: JNJ) is a global healthcare company that develops, manufactures and markets pharmaceutical and medical device products. Founded in 1886 and headquartered in New Brunswick, New Jersey, the company serves patients, healthcare professionals and institutions in markets around the world.

Johnson & Johnson operates through two primary business segments: Innovative Medicine and MedTech. Innovative Medicine focuses on prescription treatments in areas including immunology, oncology, neuroscience, cardiovascular and metabolic disease, infectious diseases, and pulmonary hypertension.