Johnson & Johnson $JNJ Shares Sold by KBC Group NV

KBC Group NV lessened its position in Johnson & Johnson (NYSE:JNJ) by 44.7% during the 1st quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor owned 1,269,307 shares of the company’s stock after selling 1,027,524 shares during the quarter. Johnson & Johnson comprises 0.8% of KBC Group NV’s holdings, making the stock its 15th largest position. KBC Group NV’s holdings in Johnson & Johnson were worth $310,269,000 at the end of the most recent reporting period.

A number of other institutional investors have also recently made changes to their positions in the company. Brighton Jones LLC boosted its stake in Johnson & Johnson by 13.9% during the 4th quarter. Brighton Jones LLC now owns 51,876 shares of the company’s stock worth $7,502,000 after purchasing an additional 6,332 shares during the last quarter. United Bank raised its position in shares of 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 buying an additional 4,876 shares during the last quarter. Sivia Capital Partners LLC raised its position in shares of 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 buying an additional 692 shares during the last quarter. Wealth Group Ltd. lifted its stake in shares of Johnson & Johnson by 12.8% in the second quarter. Wealth Group Ltd. now owns 1,482 shares of the company’s stock worth $226,000 after buying an additional 168 shares in the last quarter. Finally, Schnieders Capital Management LLC. boosted its position in Johnson & Johnson by 9.8% during the second quarter. Schnieders Capital Management LLC. now owns 73,680 shares of the company’s stock worth $11,255,000 after acquiring an additional 6,584 shares during the last quarter. 69.55% of the stock is owned by institutional investors and hedge funds.

Analysts Set New Price Targets

JNJ has been the subject of several research reports. Barclays upped their price objective on shares of Johnson & Johnson from $234.00 to $255.00 and gave the company an “equal weight” rating in a research note on Wednesday, April 15th. Daiwa Securities Group boosted their target price on Johnson & Johnson from $237.00 to $246.00 and gave the stock an “outperform” rating in a report on Thursday, April 16th. Citigroup upped their price target on Johnson & Johnson from $285.00 to $298.00 and gave the company a “buy” rating in a research report on Wednesday, July 8th. TD Cowen increased their price target on Johnson & Johnson from $250.00 to $300.00 and gave the company a “buy” rating in a report on Monday, July 13th. Finally, Leerink Partners upgraded Johnson & Johnson from a “market perform” rating to an “outperform” rating and set a $265.00 price objective on the stock in a research report on Wednesday, May 13th. One analyst has rated the stock with a Strong Buy rating, nineteen have issued a Buy rating and six have given a Hold rating to the company. Based on data from MarketBeat, Johnson & Johnson currently has a consensus rating of “Moderate Buy” and a consensus price target of $265.30.

Insider Transactions at Johnson & Johnson

In other Johnson & Johnson news, EVP Kathryn E. Wengel sold 10,000 shares of the firm’s stock in a transaction 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 owned 114,288 shares of the company’s stock, valued at $27,560,551.20. This trade represents a 8.05% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available through the SEC website. 0.16% of the stock is currently owned by company insiders.

Trending Headlines about Johnson & Johnson

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

• Positive Sentiment: J&J’s robust Q2 performance beat estimates for both earnings and revenue, prompting the company to raise its 2026 outlook and reinforcing confidence in its core pharmaceuticals and MedTech businesses. Article: Should You Buy, Sell or Hold J&J’s Stock Post a Robust Q2 Performance?
• Positive Sentiment: New MedTech developments, including an acquisition in spine technologies and FDA approval for a heart-device platform, add to J&J’s growth story and expand its medical device portfolio. Article: Johnson & Johnson (JNJ) Buys Spine Tech And Wins FDA Nod For Heart Device
• Positive Sentiment: Several articles framed J&J as a long-term defensive holding, citing its diversified healthcare footprint, AAA-like balance sheet strength, and 64-year dividend growth streak, which can support investor demand during market volatility. Article: Why Johnson & Johnson Is a Stock You Can Own Forever

Johnson & Johnson Price Performance

Shares of JNJ stock opened at $248.83 on Tuesday. The company has a debt-to-equity ratio of 0.46, a current ratio of 1.03 and a quick ratio of 0.77. The firm’s 50-day moving average is $240.37 and its two-hundred day moving average is $235.11. Johnson & Johnson has a 12 month low of $162.78 and a 12 month high of $269.43. The company has a market capitalization of $598.99 billion, a PE ratio of 28.83, a price-to-earnings-growth ratio of 2.39 and a beta of 0.24.

Johnson & Johnson (NYSE:JNJ) last posted its quarterly earnings results 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. The business had revenue of $25.31 billion during the quarter, compared to analysts’ expectations of $25.06 billion. Johnson & Johnson had a net margin of 21.48% and a return on equity of 32.86%. The business’s revenue for the quarter was up 6.6% on a year-over-year basis. During the same quarter in the prior year, the company posted $2.77 EPS. Johnson & Johnson has set its FY 2026 guidance at 11.600-11.750 EPS. Analysts predict that Johnson & Johnson will post 11.68 earnings per share for the current year.

Johnson & Johnson Dividend Announcement

The firm also recently disclosed a quarterly dividend, which will be paid on Tuesday, September 8th. Investors of record on Tuesday, August 25th will be given a $1.34 dividend. This represents a $5.36 annualized dividend and a yield of 2.2%. The ex-dividend date is Tuesday, August 25th. Johnson & Johnson’s dividend payout ratio is presently 62.11%.

Johnson & Johnson 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.