Hilltop Holdings Inc. Decreases Stake in Johnson & Johnson $JNJ

Posted by Grant Hamersma on Jul 25th, 2026

Hilltop Holdings Inc. lessened its position in shares of Johnson & Johnson (NYSE:JNJ – Free Report) by 32.0% in the 1st quarter, according to its most recent filing with the Securities & Exchange Commission. The institutional investor owned 28,821 shares of the company’s stock after selling 13,594 shares during the period. Johnson & Johnson comprises 0.6% of Hilltop Holdings Inc.’s investment portfolio, making the stock its 28th biggest holding. Hilltop Holdings Inc.’s holdings in Johnson & Johnson were worth $7,045,000 at the end of the most recent reporting period.

Other large investors also recently modified their holdings of the company. Sierra Capital LLC grew its stake in shares of Johnson & Johnson by 0.5% during the fourth quarter. Sierra Capital LLC now owns 8,144 shares of the company’s stock worth $1,685,000 after purchasing an additional 41 shares in the last quarter. Beaird Harris Wealth Management LLC raised its stake in Johnson & Johnson by 1.8% in the fourth quarter. Beaird Harris Wealth Management LLC now owns 2,422 shares of the company’s stock valued at $501,000 after buying an additional 42 shares in the last quarter. Broadleaf Partners LLC raised its stake in Johnson & Johnson by 0.6% in the fourth quarter. Broadleaf Partners LLC now owns 7,348 shares of the company’s stock valued at $1,521,000 after buying an additional 43 shares in the last quarter. Jessup Wealth Management Inc lifted its holdings in Johnson & Johnson by 0.6% during the 4th quarter. Jessup Wealth Management Inc now owns 7,574 shares of the company’s stock worth $1,567,000 after buying an additional 44 shares during the last quarter. Finally, Plancorp LLC boosted its position in shares of Johnson & Johnson by 0.3% during the 4th quarter. Plancorp LLC now owns 15,889 shares of the company’s stock worth $3,288,000 after acquiring an additional 45 shares in the last quarter. 69.55% of the stock is owned by hedge funds and other institutional investors.

Johnson & Johnson Stock Up 1.6%

Shares of NYSE:JNJ opened at $263.43 on Friday. Johnson & Johnson has a 1-year low of $164.23 and a 1-year high of $269.43. 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 stock has a market cap of $634.13 billion, a P/E ratio of 30.52, a P/E/G ratio of 2.46 and a beta of 0.24. The firm has a fifty day moving average price of $242.71 and a 200 day moving average price of $236.32.

Johnson & Johnson (NYSE:JNJ – Get Free Report) last posted its quarterly earnings data on Wednesday, July 15th. The company reported $2.90 EPS 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 32.86%. The company had revenue of $25.31 billion for the quarter, compared to analyst estimates of $25.06 billion. During the same period in the previous year, the business posted $2.77 earnings per share. Johnson & Johnson’s quarterly 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 11.68 EPS for the current year.

Johnson & Johnson Dividend Announcement

The business also recently disclosed a quarterly dividend, which will be paid on Tuesday, September 8th. Shareholders of record on Tuesday, August 25th will be paid a dividend of $1.34 per share. The ex-dividend date of this dividend is Tuesday, August 25th. This represents a $5.36 annualized dividend and a yield of 2.0%. Johnson & Johnson’s dividend payout ratio is currently 62.11%.

Johnson & Johnson News Summary

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

Positive Sentiment: Analysts highlighted that JNJ raised its outlook, with guidance upgrades adding to investor confidence after the company’s recent earnings beat. Q2 Earnings: Guidance Upgrades Push These 3 Stocks Higher
Positive Sentiment: JNJ’s Innovative Medicine unit reported strong Q2 growth, helping show resilience even after Stelara patent loss and suggesting momentum can continue into the second half of 2026. J&J’s Innovative Medicine Unit Proves Its Resilience in Q2
Positive Sentiment: Positive topline Phase 3 data for TECVAYLI and TALVEY showed large reductions in disease progression and death risk in relapsed/refractory multiple myeloma, strengthening JNJ’s oncology pipeline. TECVAYLI® + TALVEY® reduced the risk of disease progression or death by 89% and the risk of death by 62% in earlier-line relapsed/refractory multiple myeloma
Positive Sentiment: JNJ also received FDA De Novo authorization for its OTTAVA robotic surgical system, expanding its competitiveness in soft-tissue robotic surgery and broadening a potentially important growth platform. Should FDA’s De Novo Nod for OTTAVA Robotic System Require Action From Johnson & Johnson (JNJ) Investors?
Neutral Sentiment: Several articles framed JNJ as a defensive dividend stock and a steady healthcare holding, which reinforces its safe-haven appeal but is less likely to move the shares on its own. 3 Dividend Stocks Baby Boomers Should Own for the Rest of Their Lives
Neutral Sentiment: Commentary on JNJ’s steadiness during market volatility and ETF exposure after earnings mainly reflects investor interest in the stock rather than a new fundamental change. ETFs to Buy Post JNJ’s Q2 Earnings Beat & Bullish 2026 Outlook

Insider Buying and Selling

In other Johnson & Johnson 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 transaction of $2,411,500.00. Following the completion of the sale, the executive vice president directly owned 114,288 shares of the company’s stock, valued at approximately $27,560,551.20. This trade represents a 8.05% decrease in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through the SEC website. 0.16% of the stock is currently owned by corporate insiders.

Analyst Ratings Changes

A number of research analysts have recently commented on the company. Raymond James Financial increased their price objective on Johnson & Johnson from $258.00 to $265.00 and gave the company an “outperform” rating in a report on Thursday, July 16th. TD Cowen boosted their target price on Johnson & Johnson from $250.00 to $300.00 and gave the stock a “buy” rating in a research note on Monday, July 13th. Leerink Partners raised Johnson & Johnson from a “market perform” rating to an “outperform” rating and set a $265.00 price target for the company in a report on Wednesday, May 13th. Argus increased their price target on shares of Johnson & Johnson from $240.00 to $275.00 and gave the company a “buy” rating in a research note on Thursday, April 16th. Finally, Weiss Ratings cut shares of Johnson & Johnson from a “buy (b)” rating to a “buy (b-)” rating in a report on Monday, June 15th. One investment analyst has rated the stock with a Strong Buy rating, eighteen have issued a Buy rating and six have issued a Hold rating to the stock. According to data from MarketBeat, Johnson & Johnson has an average rating of “Moderate Buy” and an average price target of $265.30.

Read Our Latest Analysis on Johnson & Johnson

Johnson & Johnson Profile

(Free Report)

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.