Moody Lynn Lieberson & Walker LLC Raises Position in Johnson & Johnson $JNJ

Moody Lynn Lieberson & Walker LLC grew its holdings in Johnson & Johnson (NYSE:JNJ) by 6.4% in the 2nd quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 134,657 shares of the company’s stock after acquiring an additional 8,097 shares during the period. Johnson & Johnson comprises approximately 1.8% of Moody Lynn Lieberson & Walker LLC’s portfolio, making the stock its 17th largest position. Moody Lynn Lieberson & Walker LLC’s holdings in Johnson & Johnson were worth $34,199,000 as of its most recent SEC filing.

A number of other large investors have also modified their holdings of JNJ. Blueline Advisors LLC purchased a new position in shares of Johnson & Johnson in the 4th quarter valued at about $25,000. Cresta Advisors Ltd. acquired a new position in shares of Johnson & Johnson during the 4th quarter worth about $26,000. DecisionPoint Financial LLC raised its position in shares of Johnson & Johnson by 104.2% during the 4th quarter. DecisionPoint Financial LLC now owns 147 shares of the company’s stock worth $30,000 after acquiring an additional 75 shares in the last quarter. Family CFO Inc acquired a new position in Johnson & Johnson in the fourth quarter valued at approximately $31,000. Finally, Bay Harbor Wealth Management LLC lifted its position in shares of Johnson & Johnson by 49.0% during the 4th quarter. Bay Harbor Wealth Management LLC now owns 149 shares of the company’s stock worth $31,000 after buying an additional 49 shares during the last quarter. Hedge funds and other institutional investors own 69.55% of the company’s stock.

Insiders Place Their Bets

In related news, EVP Kathryn E. Wengel sold 10,000 shares of the business’s stock in a transaction dated Thursday, June 11th. The shares were sold at an average price of $241.15, for a total transaction of $2,411,500.00. Following the sale, the executive vice president owned 114,288 shares of the company’s stock, valued at approximately $27,560,551.20. The trade was a 8.05% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available at this link. Also, EVP Elizabeth Forminard sold 15,918 shares of the company’s stock in a transaction dated 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 $4,367,458. The trade was a 48.37% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. In the last ninety days, insiders have sold 48,972 shares of company stock worth $12,295,205. Corporate insiders own 0.16% of the company’s stock.

Analysts Set New Price Targets

JNJ has been the subject of several research reports. Wells Fargo & Company boosted their target price on Johnson & Johnson from $272.00 to $282.00 and gave the company an “overweight” rating in a report on Monday, August 3rd. Citigroup upped their price objective 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 objective on Johnson & Johnson and gave the stock a “buy” rating in a research report on Monday, July 6th. Barclays lifted their target price on Johnson & Johnson from $234.00 to $255.00 and gave the company an “equal weight” rating in a research note on Wednesday, April 15th. Finally, Argus set a $300.00 price target on Johnson & Johnson in a research note on Wednesday, July 29th. One equities research 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 company’s stock. According to MarketBeat, the company has an average rating of “Moderate Buy” and an average price target of $268.22.

Key Johnson & Johnson News

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

• Positive Sentiment: JNJ is advancing seltorexant into late-stage development for major depressive disorder, potentially adding a novel growth opportunity to its Innovative Medicine pipeline. The company also announced a multiyear partnership with ACCESS to expand advanced cardiac electrophysiology technologies in ambulatory surgery centers, supporting its higher-growth MedTech strategy. Johnson & Johnson Advances Seltorexant and Expands Outpatient Cardiac Care
• Positive Sentiment: Recent catalysts include FDA De Novo authorization for the OTTAVA robotic surgery system, Priority Review for RYBREVANT FASPRO and a collaboration on in-vivo CAR-T therapies. These developments strengthen JNJ’s long-term growth narrative beyond its established products. What Johnson & Johnson’s OTTAVA FDA Win and Talc Deal Shift Mean for Shareholders
• Positive Sentiment: JNJ’s latest quarterly results exceeded expectations, with revenue rising 6.6% year over year to $25.31 billion and adjusted earnings per share reaching $2.90. Management raised its full-year 2026 EPS outlook to $11.60-$11.75, reinforcing confidence in the business. Johnson & Johnson vs. Medtronic After Earnings
• Positive Sentiment: JNJ remains attractive to income-focused investors because of its long record of uninterrupted dividend increases, diversified operations and relatively strong balance sheet. Johnson & Johnson vs. AbbVie: Safe Dividend vs. Higher Yield

Johnson & Johnson Stock Performance

NYSE JNJ opened at $260.74 on Thursday. The stock has a market capitalization of $628.36 billion, a price-to-earnings ratio of 30.21, a PEG ratio of 2.48 and a beta of 0.24. The business’s 50 day moving average is $250.68 and its two-hundred day moving average is $240.77. Johnson & Johnson has a 12-month low of $172.70 and a 12-month high of $274.90. The company has a current ratio of 1.09, a quick ratio of 0.81 and a debt-to-equity ratio of 0.44.

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

Johnson & Johnson Dividend Announcement

The business also recently announced a quarterly dividend, which will be paid on Tuesday, September 8th. Shareholders of record on Tuesday, August 25th will be given a dividend of $1.34 per share. This represents a $5.36 annualized dividend and a dividend yield of 2.1%. The ex-dividend date is Tuesday, August 25th. Johnson & Johnson’s payout ratio is presently 62.11%.

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.