EverSource Wealth Advisors LLC Trims Stock Holdings in Johnson & Johnson $JNJ

EverSource Wealth Advisors LLC lowered its holdings in Johnson & Johnson (NYSE:JNJ) by 27.7% during the 2nd quarter, HoldingsChannel.com reports. The firm owned 16,278 shares of the company’s stock after selling 6,245 shares during the quarter. EverSource Wealth Advisors LLC’s holdings in Johnson & Johnson were worth $4,134,000 as of its most recent filing with the Securities & Exchange Commission.

A number of other hedge funds and other institutional investors have also bought and sold shares of JNJ. Blueline Advisors LLC bought a new position in Johnson & Johnson in the 4th quarter worth about $25,000. Cresta Advisors Ltd. bought a new stake in shares of Johnson & Johnson during the fourth quarter valued at about $26,000. DecisionPoint Financial LLC lifted its holdings in shares of Johnson & Johnson by 104.2% in the fourth quarter. DecisionPoint Financial LLC now owns 147 shares of the company’s stock worth $30,000 after buying an additional 75 shares in the last quarter. Bay Harbor Wealth Management LLC lifted its holdings in shares of Johnson & Johnson by 49.0% in the fourth quarter. Bay Harbor Wealth Management LLC now owns 149 shares of the company’s stock worth $31,000 after buying an additional 49 shares in the last quarter. Finally, Semmax Financial Advisors Inc. boosted its position in shares of Johnson & Johnson by 55.0% in the second quarter. Semmax Financial Advisors Inc. now owns 203 shares of the company’s stock valued at $31,000 after acquiring an additional 72 shares during the period. Institutional investors own 69.55% of the company’s stock.

Wall Street Analysts Forecast Growth

Several brokerages have commented on JNJ. Weiss Ratings raised shares of Johnson & Johnson from a “buy (b-)” rating to a “buy (b)” rating in a report on Friday, July 24th. Leerink Partners raised shares of Johnson & Johnson from a “market perform” rating to an “outperform” rating and set a $265.00 price target on the stock in a report on Wednesday, May 13th. Morgan Stanley increased their price objective on Johnson & Johnson from $284.00 to $294.00 and gave the stock an “overweight” rating in a research report on Thursday, July 16th. Johnson Rice restated a “buy” rating on shares of Johnson & Johnson in a research report on Monday, August 3rd. Finally, Stifel Nicolaus set a $260.00 target price on Johnson & Johnson in a research note on Wednesday, July 15th. One equities 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 data from MarketBeat, the company currently 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: Strong earnings and higher guidance remain key catalysts. Second-quarter revenue rose 6.6% to $25.31 billion, exceeding estimates, while adjusted EPS of $2.90 topped the $2.84 consensus. Management also raised its 2026 outlook, reinforcing confidence in near-term earnings growth. Johnson & Johnson Stock Jumps as Healthcare Rotation Lifts Shares
• Positive Sentiment: FDA clearance expands JNJ’s medical-technology opportunity. The company received authorization for MONARCH QUEST 3, an AI-powered software upgrade adding 3D imaging, planning, and navigation capabilities to its robotic bronchoscopy platform. The development supports JNJ’s broader push into robotic surgery and advanced diagnostics. Johnson & Johnson Expands Robotic Bronchoscopy Push
• Positive Sentiment: Analysts continue to favor JNJ as a defensive growth and income stock. Several analysts maintain Buy or Strong Buy views, citing immunology and neuroscience medicines as potential growth engines that can help offset Stelara’s loss of exclusivity. JNJ’s 64-year record of dividend increases and recent quarterly payout of $1.34 also support its appeal to income-focused investors. Analysts Favor Dividend Aristocrats JNJ and LIN
• Neutral Sentiment: Above-average call-option activity points to increased short-term bullish positioning, but options flows may also increase volatility and are not a substitute for fundamental demand.
• Negative Sentiment: Executive Vice President Jennifer Taubert sold 15,000 shares for approximately $3.95 million, reducing her holdings by 7.16%. Continued insider selling by multiple executives could weigh modestly on sentiment, although the transaction does not by itself indicate weakening business conditions. SEC insider transaction filing

Insiders Place Their Bets

In other Johnson & Johnson news, EVP Vanessa Broadhurst sold 23,054 shares of the company’s stock in a transaction on Monday, July 20th. The shares were sold at an average price of $251.27, for a total value of $5,792,778.58. Following the completion of the transaction, the executive vice president directly owned 23,003 shares in the company, valued at approximately $5,779,963.81. This represents a 50.06% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through the SEC website. Also, EVP Jennifer L. Taubert sold 15,000 shares of the stock in a transaction dated Monday, August 17th. The stock was sold at an average price of $263.36, for a total transaction of $3,950,400.00. Following the completion of the transaction, the executive vice president directly owned 194,451 shares of the company’s stock, valued at approximately $51,210,615.36. The trade was a 7.16% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Over the last three months, insiders sold 63,972 shares of company stock worth $16,245,605. Insiders own 0.16% of the company’s stock.

Johnson & Johnson Trading Up 0.8%

Shares of JNJ opened at $273.19 on Thursday. The firm has a market cap of $658.37 billion, a price-to-earnings ratio of 31.66, a PEG ratio of 2.59 and a beta of 0.24. The company has a debt-to-equity ratio of 0.44, a quick ratio of 0.81 and a current ratio of 1.09. Johnson & Johnson has a fifty-two week low of $173.33 and a fifty-two week high of $276.47. The firm has a 50 day moving average price of $253.89 and a 200-day moving average price of $242.23.

Johnson & Johnson (NYSE:JNJ) last announced its quarterly earnings data on Wednesday, July 15th. The company reported $2.90 earnings per share (EPS) for the quarter, beating 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 firm had revenue of $25.31 billion for the quarter, compared to analysts’ expectations of $25.06 billion. During the same period last year, the firm earned $2.77 earnings per share. The company’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, equities research analysts forecast that Johnson & Johnson will post 11.61 earnings per share for the current year.

Johnson & Johnson Announces Dividend

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 issued a dividend of $1.34 per share. This represents a $5.36 dividend on an annualized basis and a dividend yield of 2.0%. The ex-dividend date is Tuesday, August 25th. Johnson & Johnson’s dividend payout ratio is currently 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.