Transcend Capital Advisors LLC Acquires 2,078 Shares of Johnson & Johnson $JNJ

Transcend Capital Advisors LLC lifted its holdings in Johnson & Johnson (NYSE:JNJ) by 5.1% during the 2nd quarter, according to its most recent disclosure with the SEC. The institutional investor owned 43,125 shares of the company’s stock after acquiring an additional 2,078 shares during the period. Johnson & Johnson makes up approximately 0.7% of Transcend Capital Advisors LLC’s investment portfolio, making the stock its 23rd largest position. Transcend Capital Advisors LLC’s holdings in Johnson & Johnson were worth $10,952,000 at the end of the most recent quarter.

Several other hedge funds and other institutional investors have also bought and sold shares of the business. Vanguard Group Inc. boosted its stake 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 buying an additional 3,731,074 shares during the period. State Street Corp increased its stake in Johnson & Johnson by 1.3% during the 4th quarter. State Street Corp now owns 133,869,843 shares of the company’s stock worth $27,704,364,000 after acquiring an additional 1,663,782 shares during the period. Auto Owners Insurance Co raised its holdings 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. Geode Capital Management LLC lifted its position in shares of Johnson & Johnson by 3.1% during the 4th quarter. Geode Capital Management LLC now owns 57,953,747 shares of the company’s stock valued at $11,967,947,000 after acquiring an additional 1,738,292 shares during the period. Finally, Norges Bank acquired a new stake in shares of Johnson & Johnson during the 4th quarter worth $6,924,523,000. Institutional investors and hedge funds own 69.55% of the company’s stock.

Key Johnson & Johnson News

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

• Positive Sentiment: The FDA approved IMAAVY (nipocalimab-aahu) for adults and adolescents aged 12 and older with warm autoimmune hemolytic anemia who are currently or previously treated with corticosteroids. The approval gives J&J what it describes as the first treatment specifically approved for this rare, life-threatening blood disorder and could create a new commercial opportunity. FDA approves IMAAVY for warm autoimmune hemolytic anemia
• Positive Sentiment: Reuters reported that the FDA expanded IMAAVY’s use for the rare blood disorder, reinforcing investor expectations that J&J’s newer medicines can offset future losses from older products. FDA expands approval for J&J’s drug
• Positive Sentiment: J&J’s broader pipeline remains a key catalyst, with new launches, late-stage clinical data and regulatory approvals expected to support growth through 2026 and beyond. The company also received EU approval for a TECVAYLI combination therapy in multiple myeloma. J&J’s pipeline momentum
• Positive Sentiment: Recent quarterly results were better than expected: adjusted earnings reached $2.90 per share versus an estimated $2.84, while revenue rose 6.6% year over year to $25.31 billion. J&J maintained 2026 earnings guidance of $11.60 to $11.75 per share. Q2 earnings season results
• Neutral Sentiment: Investors continue to view J&J as a relatively stable, dividend-focused healthcare holding, particularly as technology valuations face renewed volatility. Johnson & Johnson rises as investors seek stability
• Negative Sentiment: A Louisiana jury awarded $10 million in a talc-related mesothelioma case. Although the verdict may be manageable relative to J&J’s size, additional litigation could continue to weigh on sentiment and create financial uncertainty. Louisiana talc-related mesothelioma verdict
• Negative Sentiment: Analysts remain focused on the rapid erosion of Stelara revenue following patent-related loss of exclusivity, increasing pressure on IMAAVY, oncology products and other pipeline medicines to replace declining sales. Pfizer versus J&J patent cliff

Insider Activity at Johnson & Johnson

In other Johnson & Johnson news, EVP Vanessa Broadhurst sold 23,054 shares of the business’s stock in a transaction on 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 sale, the executive vice president owned 23,003 shares of the company’s stock, valued at approximately $5,779,963.81. The trade was a 50.06% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which can be accessed through the SEC website. Also, EVP Jennifer L. Taubert sold 15,000 shares of the company’s stock in a transaction on Monday, August 17th. The stock was sold at an average price of $263.36, for a total transaction of $3,950,400.00. Following the transaction, the executive vice president owned 194,451 shares of the company’s stock, valued at $51,210,615.36. This trade represents a 7.16% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. In the last ninety days, insiders sold 63,972 shares of company stock worth $16,245,605. Corporate insiders own 0.16% of the company’s stock.

Johnson & Johnson Stock Performance

NYSE:JNJ opened at $273.11 on Tuesday. Johnson & Johnson has a twelve month low of $173.33 and a twelve month high of $276.47. The company has a quick ratio of 0.81, a current ratio of 1.09 and a debt-to-equity ratio of 0.44. The stock’s 50-day simple moving average is $255.83 and its 200 day simple moving average is $243.08. The firm has a market capitalization of $658.18 billion, a PE ratio of 31.65, a price-to-earnings-growth ratio of 2.58 and a beta of 0.24.

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 the consensus estimate of $25.06 billion. During the same quarter in the previous year, the firm earned $2.77 earnings per share. The business’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. On average, analysts anticipate that Johnson & Johnson will post 11.61 EPS for the current fiscal year.

Johnson & Johnson Announces Dividend

The business 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 $1.34 dividend. The ex-dividend date is Tuesday, August 25th. This represents a $5.36 dividend on an annualized basis and a yield of 2.0%. Johnson & Johnson’s dividend payout ratio (DPR) is currently 62.11%.

Analysts Set New Price Targets

JNJ has been the topic of a number of recent analyst reports. Stifel Nicolaus set a $260.00 price target on Johnson & Johnson in a research report on Wednesday, July 15th. Citigroup increased their price objective 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. Guggenheim raised their target price on shares of Johnson & Johnson from $270.00 to $287.00 and gave the company a “buy” rating in a report on Thursday, August 6th. Johnson Rice restated a “buy” rating on shares of Johnson & Johnson in a research report on Monday, August 3rd. Finally, Scotiabank reaffirmed an “outperform” rating and set a $305.00 price target on shares of Johnson & Johnson in a report on Thursday, July 16th. One equities 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 company. Based on data from MarketBeat.com, the company has an average rating of “Moderate Buy” and a consensus 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.