Private Advisory Group LLC Acquires 41,632 Shares of Johnson & Johnson $JNJ

Private Advisory Group LLC boosted its holdings in shares of Johnson & Johnson (NYSE:JNJ) by 1,909.7% during the 2nd quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 43,812 shares of the company’s stock after buying an additional 41,632 shares during the period. Private Advisory Group LLC’s holdings in Johnson & Johnson were worth $11,127,000 as of its most recent SEC filing.

Other hedge funds have also recently made changes to their positions in the company. Auto Owners Insurance Co lifted its position in Johnson & Johnson by 22,225.6% in the 4th quarter. Auto Owners Insurance Co now owns 69,419,308 shares of the company’s stock valued at $1,436,633,000 after acquiring an additional 69,108,368 shares in the last quarter. Norges Bank bought a new stake in Johnson & Johnson during the 4th quarter worth approximately $6,924,523,000. Capital World Investors purchased a new stake in shares of Johnson & Johnson in the fourth quarter worth approximately $2,005,942,000. Diamant Asset Management Inc. raised its stake in shares of Johnson & Johnson by 24,436.5% in the first quarter. Diamant Asset Management Inc. now owns 4,473,008 shares of the company’s stock worth $109,338,000 after purchasing an additional 4,454,778 shares during the last quarter. Finally, Vanguard Group Inc. lifted its holdings in shares of Johnson & Johnson by 1.6% in the fourth quarter. Vanguard Group Inc. now owns 240,349,660 shares of the company’s stock valued at $49,740,362,000 after purchasing an additional 3,731,074 shares in the last quarter. 69.55% of the stock is currently owned by institutional investors and hedge funds.

Insider Buying and Selling at Johnson & Johnson

In related news, EVP Elizabeth Forminard sold 15,918 shares of Johnson & Johnson stock in a transaction that occurred on Thursday, August 6th. The shares were sold at an average price of $257.00, for a total value of $4,090,926.00. Following the completion of the transaction, the executive vice president directly owned 16,994 shares in the company, valued at approximately $4,367,458. The trade was a 48.37% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this hyperlink. Also, EVP Kathryn E. Wengel sold 10,000 shares of the stock in a transaction 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 sale, the executive vice president owned 114,288 shares in the company, valued at approximately $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. Insiders have sold 63,972 shares of company stock worth $16,245,605 over the last three months. Company insiders own 0.16% of the company’s stock.

More Johnson & Johnson News

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

• Positive Sentiment: The FDA approved IMAAVY (nipocalimab-aahu) for patients aged 12 and older with warm autoimmune hemolytic anemia, making it the first specifically approved treatment for the rare, potentially life-threatening blood disorder. The approval expands JNJ’s rare-disease portfolio and could create a new revenue stream. What Is Johnson & Johnson (JNJ) Telling Investors With Its First WAIHA Approval?
• Positive Sentiment: IMAAVY represents JNJ’s second FDA approval in roughly two months, reinforcing its drug-development momentum. Clinical data cited in coverage showed durable hemoglobin responses and improved fatigue scores. Johnson & Johnson Just Got a Big FDA Win
• Positive Sentiment: China approved JNJ’s oral psoriasis pill, expanding access in a major pharmaceutical market and adding a potential growth opportunity, although competition from AbbVie and Bristol Myers Squibb remains intense. China approves J&J’s oral psoriasis pill, says drugmaker
• Positive Sentiment: Recent commentary remains supportive of JNJ as a defensive, income-oriented holding. The company’s latest quarter exceeded expectations, with adjusted EPS of $2.90 and revenue of $25.31 billion, while full-year 2026 EPS guidance remains $11.60 to $11.75. I Think Johnson & Johnson Is the Best Dividend Stock to Buy Right Now
• Neutral Sentiment: Analysts and investors are focusing on whether growth in JNJ’s broader Innovative Medicine portfolio can offset the loss of exclusivity affecting STELARA. Some analysis argues that STELARA is becoming a smaller portion of the portfolio, while other coverage says the new anemia indication alone is too small to materially change valuation. How Much Upside Is Left in JNJ Stock?
• Negative Sentiment: The stock’s pullback follows a period of strong performance near its 52-week high. With a market capitalization above $640 billion and a price-to-earnings ratio near 31, investors may be taking profits and demanding stronger evidence that new approvals can support additional upside.
• Negative Sentiment: Competition in psoriasis and the ongoing STELARA patent-cliff risk remain important headwinds, limiting the immediate financial impact of otherwise positive regulatory news. J&J’s First Anemia Approval Meets a $652 Billion Reality

Johnson & Johnson Stock Performance

NYSE JNJ opened at $266.10 on Friday. The company has a market capitalization of $641.26 billion, a PE ratio of 30.83, a price-to-earnings-growth ratio of 2.58 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 52-week low of $173.33 and a 52-week high of $276.47. The company has a 50-day simple moving average of $258.08 and a 200 day simple moving average of $243.77.

Johnson & Johnson (NYSE:JNJ) last released its earnings results on Wednesday, July 15th. The company reported $2.90 earnings per share for the quarter, beating analysts’ consensus estimates of $2.84 by $0.06. Johnson & Johnson had a net margin of 21.48% and a return on equity of 32.42%. The firm had revenue of $25.31 billion during the quarter, compared to the consensus estimate of $25.06 billion. During the same period in the prior year, the firm earned $2.77 EPS. The company’s 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. On average, research analysts predict 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. Shareholders of record on Tuesday, August 25th will be given a dividend of $1.34 per share. This represents a $5.36 dividend on an annualized basis and a yield of 2.0%. The ex-dividend date is Tuesday, August 25th. Johnson & Johnson’s dividend payout ratio (DPR) is currently 62.11%.

Wall Street Analyst Weigh In

Several equities analysts have weighed in on JNJ shares. Johnson Rice restated a “buy” rating on shares of Johnson & Johnson in a research note on Monday, August 3rd. Bank of America raised their price target on shares of Johnson & Johnson from $254.00 to $263.00 and gave the company a “neutral” rating in a research report on Friday, July 10th. Wall Street Zen cut shares of Johnson & Johnson from a “buy” rating to a “hold” rating in a report on Saturday, August 1st. Weiss Ratings raised shares of Johnson & Johnson from a “buy (b-)” rating to a “buy (b)” rating in a research report on Friday, July 24th. Finally, Royal Bank Of Canada lifted their target price on shares of Johnson & Johnson from $265.00 to $287.00 and gave the stock an “outperform” rating in a research report on Monday, July 13th. One investment analyst has rated the stock with a Strong Buy rating, eighteen have issued a Buy rating and six have assigned a Hold rating to the company’s stock. According to MarketBeat, the stock currently has an average rating of “Moderate Buy” and an average target price of $268.22.

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.