Johnson & Johnson $JNJ Stock Holdings Increased by OMERS ADMINISTRATION Corp

OMERS ADMINISTRATION Corp grew its holdings in shares of Johnson & Johnson (NYSE:JNJ) by 139.9% in the second quarter, HoldingsChannel reports. The fund owned 511,025 shares of the company’s stock after buying an additional 297,978 shares during the period. Johnson & Johnson makes up about 0.8% of OMERS ADMINISTRATION Corp’s portfolio, making the stock its 26th largest holding. OMERS ADMINISTRATION Corp’s holdings in Johnson & Johnson were worth $129,785,000 as of its most recent SEC filing.

Several other institutional investors and hedge funds also recently modified their holdings of JNJ. Leigh Baldwin & CO. LLC increased its holdings in shares of Johnson & Johnson by 4.0% during the second quarter. Leigh Baldwin & CO. LLC now owns 2,262 shares of the company’s stock valued at $574,000 after purchasing an additional 87 shares during the period. Seros Financial LLC acquired a new stake in Johnson & Johnson in the second quarter worth about $217,000. Clal Insurance Enterprises Holdings Ltd grew its position in Johnson & Johnson by 51.9% in the 2nd quarter. Clal Insurance Enterprises Holdings Ltd now owns 228,108 shares of the company’s stock valued at $57,933,000 after buying an additional 77,970 shares in the last quarter. Connor Clark & Lunn Investment Management Ltd. grew its position in Johnson & Johnson by 7.4% in the 2nd quarter. Connor Clark & Lunn Investment Management Ltd. now owns 307,423 shares of the company’s stock valued at $78,076,000 after buying an additional 21,189 shares in the last quarter. Finally, Capital Square LLC increased its stake in Johnson & Johnson by 1.6% during the 2nd quarter. Capital Square LLC now owns 7,530 shares of the company’s stock valued at $1,935,000 after buying an additional 117 shares during the period. Institutional investors own 69.55% of the company’s stock.

Wall Street Analysts Forecast Growth

A number of analysts have recently weighed in on the stock. Citigroup upped their price target on shares of Johnson & Johnson from $285.00 to $298.00 and gave the stock a “buy” rating in a research note on Wednesday, July 8th. Raymond James Financial set a $280.00 target price on Johnson & Johnson in a report on Monday, August 3rd. The Goldman Sachs Group reissued a “buy” rating and issued a $282.00 price target on shares of Johnson & Johnson in a report on Thursday, July 16th. Scotiabank restated an “outperform” rating and set a $305.00 price objective on shares of Johnson & Johnson in a research report on Thursday, July 16th. Finally, TD Cowen boosted their target price on shares of Johnson & Johnson from $250.00 to $300.00 and gave the stock a “buy” rating in a report on Monday, July 13th. One 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, the stock presently has an average rating of “Moderate Buy” and an average price target of $272.83.

Johnson & Johnson Trading Down 1.2%

Shares of NYSE JNJ opened at $275.12 on Friday. The company has a quick ratio of 0.81, a current ratio of 1.09 and a debt-to-equity ratio of 0.44. Johnson & Johnson has a 12 month low of $173.33 and a 12 month high of $281.07. The company has a market cap of $663.01 billion, a price-to-earnings ratio of 31.88, a P/E/G ratio of 2.66 and a beta of 0.24. The business has a fifty day simple moving average of $261.98 and a 200-day simple moving average of $245.07.

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 firm had revenue of $25.31 billion for the quarter, compared to analysts’ expectations of $25.06 billion. During the same quarter last year, the business posted $2.77 EPS. Johnson & Johnson’s revenue was up 6.6% on a year-over-year basis. Johnson & Johnson has set its FY 2026 guidance at 11.600-11.750 EPS. Sell-side analysts predict that Johnson & Johnson will post 11.61 EPS for the current year.

Johnson & Johnson Dividend Announcement

The company also recently disclosed 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 yield of 1.9%. The ex-dividend date is Tuesday, August 25th. Johnson & Johnson’s payout ratio is presently 62.11%.

Johnson & Johnson News Roundup

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

• Positive Sentiment: Analyst sentiment remains supportive. JNJ received an upgrade that helped it reach a new 12-month high, while the broader analyst view is rated “Moderate Buy.” UBS also began coverage, potentially increasing institutional attention. Johnson & Johnson Reaches New 12-Month High Following Analyst Upgrade Johnson & Johnson Receives Average Rating of Moderate Buy
• Positive Sentiment: Johnson & Johnson’s 64-year record of dividend growth remains a key support for income-oriented investors. Strong profitability and the company’s diversified healthcare portfolio help sustain the dividend despite competitive pressure on a major drug. Johnson & Johnson Is Boring Which Makes Its Dividend Nearly Perfect
• Neutral Sentiment: Management will discuss the business at the Deutsche Bank Healthcare Summit on September 17. The event could provide updates on pharmaceuticals, litigation and forward guidance, but it is not itself a change to earnings expectations. Johnson & Johnson to Participate in the Deutsche Bank 2026 Healthcare Summit
• Negative Sentiment: Profit-taking and valuation risk are elevated after JNJ gained about 60% over the past year versus roughly 21% for the S&P 500. Analysts question whether the current price already discounts growth above management’s near-term outlook. Was JNJ Stock Rally Actually Its Own? Is Johnson & Johnson Stock Priced For More Growth Than It Has Guided?
• Negative Sentiment: An executive vice president sold 33,597 shares worth approximately $9.2 million, reducing his holdings by 56.9%. The sale may reinforce short-term concerns about insider conviction, although it does not change JNJ’s fundamentals. SEC insider transaction filing
• Negative Sentiment: An analyst lowered the FY2026 EPS forecast, adding pressure to expectations. Talc litigation also remains unresolved despite a proposed path toward settlement, while the Louisiana verdict continues to focus attention on legal liability and potential costs. Johnson & Johnson dividend and competition analysis

Insider Activity at Johnson & Johnson

In other news, EVP Kathryn 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 completion of the sale, the executive vice president 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 transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available at this link. Also, EVP Elizabeth Forminard sold 15,918 shares of Johnson & Johnson stock in a transaction 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 transaction, the executive vice president owned 16,994 shares in the company, valued at $4,367,458. This represents a 48.37% decrease in their position. The SEC filing for this sale provides additional information. Over the last 90 days, insiders sold 97,569 shares of company stock worth $25,476,044. Insiders own 0.16% of the company’s stock.

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.