Noble Wealth Partners LLC bought a new stake in shares of Johnson & Johnson (NYSE:JNJ – Free Report) during the second quarter, according to its most recent 13F filing with the SEC. The institutional investor bought 2,509 shares of the company’s stock, valued at approximately $637,000. Johnson & Johnson accounts for approximately 0.6% of Noble Wealth Partners LLC’s investment portfolio, making the stock its 25th largest holding.
Other institutional investors also recently modified their holdings of the company. Brighton Jones LLC lifted its stake in shares of Johnson & Johnson by 13.9% in the 4th quarter. Brighton Jones LLC now owns 51,876 shares of the company’s stock valued at $7,502,000 after purchasing an additional 6,332 shares during the period. United Bank increased its holdings in Johnson & Johnson by 110.7% in the first quarter. United Bank now owns 9,279 shares of the company’s stock valued at $1,539,000 after purchasing an additional 4,876 shares during the last quarter. Sivia Capital Partners LLC increased its holdings in Johnson & Johnson by 13.4% in the second quarter. Sivia Capital Partners LLC now owns 5,863 shares of the company’s stock valued at $896,000 after purchasing an additional 692 shares during the last quarter. Wealth Group Ltd. lifted its stake in Johnson & Johnson by 12.8% in the second quarter. Wealth Group Ltd. now owns 1,482 shares of the company’s stock valued at $226,000 after buying an additional 168 shares during the period. Finally, Schnieders Capital Management LLC. raised its position in shares of Johnson & Johnson by 9.8% in the 2nd quarter. Schnieders Capital Management LLC. now owns 73,680 shares of the company’s stock valued at $11,255,000 after acquiring an additional 6,584 shares during the period. Institutional investors and hedge funds own 69.55% of the company’s stock.
Insider Buying and Selling
In other news, EVP Kathryn E. Wengel sold 10,000 shares of the stock in a transaction that occurred 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 owned 114,288 shares of the company’s stock, valued at approximately $27,560,551.20. This represents a 8.05% decrease in their position. The transaction was disclosed in a filing with the SEC, which can be accessed through the SEC website. Also, EVP Jennifer L. Taubert sold 15,000 shares of the business’s stock in a transaction on 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 transaction, the executive vice president owned 194,451 shares in the company, 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. In the last quarter, insiders have sold 63,972 shares of company stock worth $16,245,605. 0.16% of the stock is currently owned by company insiders.
Johnson & Johnson Stock Down 2.0%
Johnson & Johnson (NYSE:JNJ – Get Free Report) last announced its quarterly earnings data on Wednesday, July 15th. The company reported $2.90 earnings per share 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 company had revenue of $25.31 billion during the quarter, compared to analysts’ expectations of $25.06 billion. During the same quarter last year, the company earned $2.77 EPS. Johnson & Johnson’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. On average, equities analysts predict that Johnson & Johnson will post 11.61 EPS for the current fiscal year.
Johnson & Johnson Announces Dividend
The business also recently disclosed a quarterly dividend, which will be paid on Tuesday, September 8th. Stockholders of record on Tuesday, August 25th will be paid a dividend of $1.34 per share. The ex-dividend date is 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 is currently 62.11%.
Analyst Ratings Changes
A number of brokerages have recently weighed in on JNJ. Raymond James Financial set a $280.00 price target on shares of Johnson & Johnson in a research report on Monday, August 3rd. Citigroup increased their price target on Johnson & Johnson from $285.00 to $298.00 and gave the stock a “buy” rating in a report on Wednesday, July 8th. Morgan Stanley increased their target price on Johnson & Johnson from $284.00 to $294.00 and gave the stock an “overweight” rating in a research note on Thursday, July 16th. Freedom Capital raised shares of Johnson & Johnson from a “hold” rating to a “strong-buy” rating in a research report on Thursday, July 16th. Finally, The Goldman Sachs Group reaffirmed a “buy” rating and issued a $282.00 target price on shares of Johnson & Johnson in a research note on Thursday, July 16th. One investment analyst has rated the stock with a Strong Buy rating, eighteen have issued a Buy rating and six have given a Hold rating to the company’s stock. According to data from MarketBeat.com, the stock presently has a consensus rating of “Moderate Buy” and an average target price of $268.22.
View Our Latest Research Report on Johnson & Johnson
Key Headlines Impacting Johnson & Johnson
Here are the key news stories impacting Johnson & Johnson this week:
- Positive Sentiment: AI-powered bronchoscopy expansion supports MedTech growth. The FDA cleared J&J’s MONARCH QUEST 3 software, adding AI-assisted planning, 3D imaging and navigation capabilities to its robotic lung-diagnostics platform. The upgrade could improve procedure accuracy and help drive adoption of J&J’s surgical-robotics portfolio. Johnson & Johnson expands robotic bronchoscopy push
- Positive Sentiment: New medicines may offset patent-related pressure. Recent commentary points to J&J’s immunology and neuroscience launches as potential growth engines capable of cushioning declining sales as older products, including Stelara, face loss-of-exclusivity challenges. Johnson & Johnson future growth outlook
- Positive Sentiment: Analyst sentiment and fundamentals remain supportive. J&J recently exceeded quarterly EPS and revenue expectations, with revenue rising 6.6% year over year and 2026 EPS guidance set at $11.60–$11.75. Analysts cited in recent coverage continue to rate the stock favorably ahead of third-quarter earnings, while the company’s 64-year record of dividend increases remains attractive to income-focused investors. Analysts favor JNJ ahead of earnings
- Neutral Sentiment: Seaport Therapeutics is a potential strategic opportunity. J&J and other large pharmaceutical companies are reportedly watching Seaport’s newly public prodrug platform. Any future partnership or acquisition speculation is preliminary and has not yet created a measurable earnings impact. Why J&J is watching Seaport after its IPO
- Negative Sentiment: Profit-taking and elevated valuation may be weighing on sentiment. JNJ recently traded close to its 52-week high, and the retreat followed a strong run. With the stock valued at roughly 31 times earnings, investors may be demanding continued execution before pushing shares higher.
- Negative Sentiment: Insider selling adds a modest cautionary signal. Executive Vice President Jennifer Taubert sold 15,000 shares worth approximately $3.95 million, reducing her holdings by 7.16%. The transaction is not evidence of deteriorating fundamentals but could temper near-term sentiment. SEC insider transaction filing
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.
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