Jones Financial Companies Lllp Grows Stock Position in Johnson & Johnson $JNJ

Jones Financial Companies Lllp raised its position in Johnson & Johnson (NYSE:JNJ) by 17.0% during the 2nd quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm owned 1,814,780 shares of the company’s stock after buying an additional 263,392 shares during the quarter. Jones Financial Companies Lllp owned about 0.08% of Johnson & Johnson worth $462,070,000 at the end of the most recent reporting period.

Other institutional investors and hedge funds also recently made changes to their positions in the company. Blueline Advisors LLC purchased a new stake in Johnson & Johnson during the fourth quarter valued at about $25,000. Matrix Trust Co increased its stake in shares of Johnson & Johnson by 56.2% in the second quarter. Matrix Trust Co now owns 150 shares of the company’s stock worth $38,000 after purchasing an additional 54 shares in the last quarter. E Fund Management Hong Kong Co. Ltd. increased its stake in shares of Johnson & Johnson by 946.7% in the fourth quarter. E Fund Management Hong Kong Co. Ltd. now owns 157 shares of the company’s stock worth $32,000 after purchasing an additional 142 shares in the last quarter. MidAtlantic Capital Management Inc. bought a new stake in shares of Johnson & Johnson in the fourth quarter valued at approximately $37,000. Finally, Semmax Financial Advisors Inc. lifted its stake in shares of Johnson & Johnson by 55.0% during the 2nd quarter. Semmax Financial Advisors Inc. now owns 203 shares of the company’s stock valued at $31,000 after buying an additional 72 shares in the last quarter. Institutional investors own 69.55% of the company’s stock.

Insider Activity

In other news, EVP Kathryn Wengel sold 10,000 shares of Johnson & Johnson stock in a transaction dated 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 in the company, valued at approximately $27,560,551.20. This trade represents a 8.05% decrease in their position. The sale was disclosed in a legal filing with the SEC, which can be accessed through this link. Also, EVP Vanessa Broadhurst sold 23,054 shares of the company’s stock in a transaction that occurred on Monday, July 20th. The stock was 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 approximately $5,779,963.81. This trade represents a 50.06% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. In the last quarter, insiders have sold 97,569 shares of company stock worth $25,476,044. Company insiders own 0.16% of the company’s stock.

More Johnson & Johnson News

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

Analyst Ratings Changes

JNJ has been the subject of several analyst reports. Raymond James Financial set a $280.00 price objective on shares of Johnson & Johnson in a report on Monday, August 3rd. Wall Street Zen downgraded Johnson & Johnson from a “buy” rating to a “hold” rating in a research report on Saturday, August 1st. HSBC set a $290.00 price target on Johnson & Johnson and gave the stock a “buy” rating in a report on Monday, July 6th. Johnson Rice reiterated a “buy” rating on shares of Johnson & Johnson in a research report on Monday, August 3rd. Finally, Guggenheim increased their price objective on Johnson & Johnson from $270.00 to $287.00 and gave the stock a “buy” rating in a report on Thursday, August 6th. One analyst has rated the stock with a Strong Buy rating, eighteen have assigned a Buy rating and six have given a Hold rating to the stock. According to MarketBeat.com, Johnson & Johnson presently has a consensus rating of “Moderate Buy” and an average target price of $272.83.

Johnson & Johnson Stock Performance

Johnson & Johnson stock opened at $275.12 on Friday. Johnson & Johnson has a 1-year low of $173.33 and a 1-year high of $281.07. 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 firm has a market capitalization of $663.01 billion, a PE ratio of 31.88, a price-to-earnings-growth ratio of 2.63 and a beta of 0.24. The firm’s 50 day simple moving average is $261.98 and its 200 day simple moving average is $245.07.

Johnson & Johnson (NYSE:JNJ) last released its quarterly earnings results on Wednesday, July 15th. The company reported $2.90 EPS for the quarter, beating analysts’ consensus estimates of $2.84 by $0.06. The firm had revenue of $25.31 billion during the quarter, compared to analyst estimates of $25.06 billion. Johnson & Johnson had a net margin of 21.48% and a return on equity of 32.42%. The business’s revenue for the quarter was up 6.6% on a year-over-year basis. During the same period in the previous year, the business earned $2.77 EPS. Johnson & Johnson has set its FY 2026 guidance at 11.600-11.750 EPS. As a group, analysts expect that Johnson & Johnson will post 11.61 earnings per share for the current fiscal year.

Johnson & Johnson Announces Dividend

The firm also recently declared a quarterly dividend, which will be paid on Tuesday, September 8th. Shareholders of record on Tuesday, August 25th will be issued a $1.34 dividend. The ex-dividend date of this dividend is Tuesday, August 25th. This represents a $5.36 annualized dividend and a dividend yield of 1.9%. Johnson & Johnson’s dividend payout ratio (DPR) 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.