Kesler Norman & Wride LLC Has $2.47 Million Stock Holdings in Johnson & Johnson $JNJ

Kesler Norman & Wride LLC trimmed its position in Johnson & Johnson (NYSE:JNJ) by 18.0% in the second quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 9,728 shares of the company’s stock after selling 2,132 shares during the quarter. Kesler Norman & Wride LLC’s holdings in Johnson & Johnson were worth $2,471,000 as of its most recent filing with the Securities and Exchange Commission.

Several other large investors have also modified their holdings of the company. Blueline Advisors LLC acquired a new position in Johnson & Johnson during the 4th quarter worth $25,000. Cresta Advisors Ltd. acquired a new stake in shares of Johnson & Johnson in the fourth quarter valued at about $26,000. DecisionPoint Financial LLC increased its stake in shares of Johnson & Johnson by 104.2% in the fourth quarter. DecisionPoint Financial LLC now owns 147 shares of the company’s stock worth $30,000 after purchasing an additional 75 shares during the period. Bay Harbor Wealth Management LLC increased its stake in shares of Johnson & Johnson by 49.0% in the fourth quarter. Bay Harbor Wealth Management LLC now owns 149 shares of the company’s stock worth $31,000 after purchasing an additional 49 shares during the period. Finally, Matrix Trust Co lifted its position in shares of Johnson & Johnson by 56.2% during the 2nd quarter. Matrix Trust Co now owns 150 shares of the company’s stock worth $38,000 after purchasing an additional 54 shares during the last quarter. 69.55% of the stock is owned by institutional investors.

Johnson & Johnson News Roundup

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

• Positive Sentiment: FDA clearance strengthens the MedTech growth story. The FDA cleared J&J’s AI-powered MONARCH QUEST 3 bronchoscopy update, which adds planning, navigation and imaging capabilities to the company’s robotic lung-diagnostics platform. The authorization could support broader adoption and reinforce J&J’s push into robotic and advanced surgical technologies. J&J secures FDA clearance for MONARCH QUEST 3
• Positive Sentiment: Strong results and raised guidance continue to support the stock. J&J reported second-quarter revenue of $25.31 billion, up 6.6% year over year, and raised its 2026 outlook. Adjusted EPS of $2.90 exceeded the $2.84 consensus estimate, while revenue also topped expectations. Johnson & Johnson Stock Jumps as Healthcare Rotation Lifts Shares
• Positive Sentiment: Investors see replacement growth for Stelara. J&J’s immunology and neuroscience portfolios are emerging as important growth engines, with newer medicines helping offset the impact of Stelara’s loss of exclusivity. J&J’s New Growth Powerhouses
• Neutral Sentiment: Call-option activity rose above average, suggesting increased short-term bullish positioning, although options flows can add volatility without indicating durable fundamental demand.
• Negative Sentiment: Executive Vice President Jennifer Taubert sold 15,000 shares for approximately $3.95 million. The sale reduced her holdings by 7.16%; recurring insider selling across several executives may temper sentiment, though it does not necessarily signal a change in business prospects. SEC insider transaction filing

Johnson & Johnson Stock Performance

JNJ opened at $271.05 on Wednesday. The stock’s 50 day simple moving average is $253.21 and its 200-day simple moving average is $241.91. The company has a current ratio of 1.09, a quick ratio of 0.81 and a debt-to-equity ratio of 0.44. The stock has a market cap of $653.20 billion, a PE ratio of 31.41, a P/E/G ratio of 2.48 and a beta of 0.24. Johnson & Johnson has a 1 year low of $173.33 and a 1 year high of $274.90.

Johnson & Johnson (NYSE:JNJ) last issued its earnings results on Wednesday, July 15th. The company reported $2.90 EPS for the quarter, topping 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 firm had revenue of $25.31 billion during the quarter, compared to analysts’ expectations of $25.06 billion. During the same period last year, the business earned $2.77 earnings per share. Johnson & Johnson’s quarterly 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. Sell-side analysts forecast that Johnson & Johnson will post 11.61 EPS for the current year.

Johnson & Johnson Announces Dividend

The firm also recently disclosed a quarterly dividend, which will be paid on Tuesday, September 8th. Stockholders of record on Tuesday, August 25th will be issued a dividend of $1.34 per share. This represents a $5.36 dividend on an annualized basis and a dividend yield of 2.0%. The ex-dividend date of this dividend is Tuesday, August 25th. Johnson & Johnson’s dividend payout ratio (DPR) is presently 62.11%.

Analysts Set New Price Targets

A number of research firms have issued reports on JNJ. Morgan Stanley raised their target price on Johnson & Johnson from $284.00 to $294.00 and gave the company an “overweight” rating in a report on Thursday, July 16th. The Goldman Sachs Group reiterated a “buy” rating and set a $282.00 price target on shares of Johnson & Johnson in a report on Thursday, July 16th. Royal Bank Of Canada raised their price objective on shares of Johnson & Johnson from $265.00 to $287.00 and gave the stock an “outperform” rating in a research note on Monday, July 13th. Wells Fargo & Company boosted their target price on shares of Johnson & Johnson from $272.00 to $282.00 and gave the stock an “overweight” rating in a research report on Monday, August 3rd. Finally, Stifel Nicolaus set a $260.00 target price on shares of Johnson & Johnson in a research note on Wednesday, July 15th. One research 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 stock. According to data from MarketBeat, the company has a consensus rating of “Moderate Buy” and an average target price of $268.22.

Insider Buying and Selling at Johnson & Johnson

In other Johnson & Johnson news, EVP Vanessa Broadhurst sold 23,054 shares of the firm’s stock in a transaction dated Monday, July 20th. The shares were sold at an average price of $251.27, for a total transaction of $5,792,778.58. Following the completion of the transaction, the executive vice president owned 23,003 shares in the company, valued at $5,779,963.81. This trade represents a 50.06% decrease in their ownership of the stock. The sale 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 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 sale, the executive vice president directly owned 16,994 shares in the company, valued at $4,367,458. The trade was a 48.37% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders have sold a total of 63,972 shares of company stock valued at $16,245,605 in the last 90 days. Insiders own 0.16% of the company’s stock.

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.