Johnson & Johnson $JNJ Shares Bought by Interchange Capital Partners LLC

Interchange Capital Partners LLC grew its position in Johnson & Johnson (NYSE:JNJ) by 175.7% in the second quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 13,368 shares of the company’s stock after buying an additional 8,520 shares during the quarter. Johnson & Johnson accounts for approximately 0.6% of Interchange Capital Partners LLC’s holdings, making the stock its 26th biggest holding. Interchange Capital Partners LLC’s holdings in Johnson & Johnson were worth $3,395,000 at the end of the most recent quarter.

Several other institutional investors and hedge funds have also made changes to their positions in the business. Blueline Advisors LLC purchased a new position in Johnson & Johnson during the 4th quarter valued at about $25,000. Cresta Advisors Ltd. purchased a new stake in shares of Johnson & Johnson in the fourth quarter valued at about $26,000. DecisionPoint Financial LLC grew its position in shares of Johnson & Johnson by 104.2% in the fourth quarter. DecisionPoint Financial LLC now owns 147 shares of the company’s stock valued at $30,000 after purchasing an additional 75 shares during the last quarter. Bay Harbor Wealth Management LLC increased its stake 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 purchasing an additional 49 shares in the last quarter. Finally, Family CFO Inc acquired a new position in shares of Johnson & Johnson during the 4th quarter worth approximately $31,000. 69.55% of the stock is currently owned by hedge funds and other institutional investors.

Wall Street Analyst Weigh In

A number of equities research analysts recently issued reports on JNJ shares. Weiss Ratings raised Johnson & Johnson from a “buy (b-)” rating to a “buy (b)” rating in a research note on Friday, July 24th. Stifel Nicolaus set a $260.00 price target on Johnson & Johnson in a report on Wednesday, July 15th. TD Cowen upped their price objective on Johnson & Johnson from $250.00 to $300.00 and gave the company a “buy” rating in a research report on Monday, July 13th. Wall Street Zen lowered Johnson & Johnson from a “buy” rating to a “hold” rating in a research note on Saturday, August 1st. Finally, 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. One investment analyst has rated the stock with a Strong Buy rating, eighteen have assigned a Buy rating and six have assigned a Hold rating to the stock. According to data from MarketBeat, Johnson & Johnson has an average rating of “Moderate Buy” and an average target price of $268.22.

Key Headlines Impacting Johnson & Johnson

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

• Positive Sentiment: Johnson & Johnson raised its quarterly dividend by 3.1%, bringing the annual payout to $5.36 per share and extending its dividend-growth streak to 64 consecutive years. The increase reinforces JNJ’s appeal to income-focused and defensive investors. Johnson & Johnson Has Increased Its Dividend for 64 Consecutive Years
• Positive Sentiment: JNJ is advancing seltorexant into late-stage development for major depressive disorder, potentially adding a new growth product to its pharmaceutical pipeline. The company also signed a multiyear partnership with ACCESS to expand adoption of cardiac electrophysiology technology in ambulatory surgery centers, supporting growth in higher-value medtech markets. Johnson & Johnson Advances Seltorexant and Expands Outpatient Cardiac Care
• Positive Sentiment: Johnson & Johnson’s sale of rights to botaretigene sparoparvovec to MeiraGTx for $25 million indicates continued portfolio streamlining and could allow JNJ to focus capital and resources on its most promising medicines and technologies. MeiraGTx Reports Second Quarter 2026 Financial and Operational Results
• Neutral Sentiment: JNJ is attracting attention as investors favor defensive blue-chip healthcare companies while awaiting inflation data. Its low-beta profile and strong dividend history may support demand, though broader interest-rate and macroeconomic expectations remain important for valuation. Johnson & Johnson In Focus as Defensive Blue Chips Draw Attention
• Negative Sentiment: After a strong run, JNJ is trading near its annual high with a relatively demanding earnings multiple. Analysts note that much of the company’s quality and defensive appeal may already be reflected in the share price, raising the risk of limited upside or profit-taking. JNJ Keeps Climbing. Should You Climb On?

Insiders Place Their Bets

In other news, EVP Vanessa Broadhurst sold 23,054 shares of the stock in a transaction dated Monday, July 20th. The shares were sold at an average price of $251.27, for a total transaction of $5,792,778.58. Following the transaction, the executive vice president directly owned 23,003 shares in the company, valued at $5,779,963.81. This represents a 50.06% decrease in their position. The sale was disclosed in a legal filing with the SEC, which is available at this link. Also, EVP Kathryn E. Wengel sold 10,000 shares of the firm’s stock in a transaction that occurred on 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 completion of the sale, the executive vice president directly owned 114,288 shares in the company, 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. In the last ninety days, insiders have sold 48,972 shares of company stock valued at $12,295,205. Insiders own 0.16% of the company’s stock.

Johnson & Johnson Stock Up 0.6%

JNJ stock opened at $262.55 on Friday. The company has a 50 day moving average price of $251.37 and a two-hundred day moving average price of $241.06. 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 stock has a market capitalization of $632.72 billion, a P/E ratio of 30.42, a PEG ratio of 2.49 and a beta of 0.24. Johnson & Johnson has a one year low of $172.72 and a one year high of $274.90.

Johnson & Johnson (NYSE:JNJ) last issued 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. Johnson & Johnson had a return on equity of 32.42% and a net margin of 21.48%.The company had revenue of $25.31 billion for the quarter, compared to analyst estimates of $25.06 billion. During the same quarter in the prior year, the company posted $2.77 EPS. The business’s revenue for the quarter 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. As a group, sell-side analysts expect that Johnson & Johnson will post 11.61 EPS for the current year.

Johnson & Johnson Dividend Announcement

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

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.