Northside Capital Management LLC Has $6.16 Million Holdings in Johnson & Johnson $JNJ

Northside Capital Management LLC trimmed its position in shares of Johnson & Johnson (NYSE:JNJ) by 11.9% during the second quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The fund owned 24,258 shares of the company’s stock after selling 3,262 shares during the period. Northside Capital Management LLC’s holdings in Johnson & Johnson were worth $6,161,000 as of its most recent filing with the Securities and Exchange Commission.

Other hedge funds and other institutional investors also recently modified their holdings of the company. World Investment Advisors grew its stake in Johnson & Johnson by 19.6% in the 4th quarter. World Investment Advisors now owns 161,343 shares of the company’s stock valued at $33,390,000 after buying an additional 26,450 shares during the last quarter. Benchmark Financial LLC acquired a new stake in Johnson & Johnson during the fourth quarter worth approximately $554,000. Principal Financial Group Inc. grew its position in shares of Johnson & Johnson by 0.8% in the fourth quarter. Principal Financial Group Inc. now owns 3,410,177 shares of the company’s stock valued at $705,736,000 after purchasing an additional 28,370 shares during the last quarter. KBC Group NV increased its stake in shares of Johnson & Johnson by 21.8% during the fourth quarter. KBC Group NV now owns 2,296,831 shares of the company’s stock worth $475,330,000 after purchasing an additional 410,720 shares during the period. Finally, SageGuard Financial Group LLC bought a new stake in Johnson & Johnson in the 4th quarter valued at $1,019,000. Institutional investors own 69.55% of the company’s stock.

Trending Headlines about Johnson & Johnson

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

• Positive Sentiment: Johnson & Johnson’s fiscal second-quarter results exceeded expectations, with revenue rising 6.6% year over year to $25.31 billion and adjusted earnings per share reaching $2.90. The company also raised or reaffirmed its full-year outlook, reinforcing confidence in operating momentum. Johnson & Johnson vs. Medtronic
• Positive Sentiment: The FDA granted De Novo authorization for J&J’s OTTAVA soft-tissue robotic surgery system, giving its MedTech business an entry point into a growing market and potentially creating a new source of long-term growth. OTTAVA FDA approval
• Positive Sentiment: Additional growth initiatives include a preferred cardiac electrophysiology technology agreement with ACCESS for ambulatory surgery centers, a priority review for RYBREVANT FASPRO, and a collaboration focused on in vivo CAR-T therapies. ACCESS strategic agreement
• Neutral Sentiment: Analysts and commentators generally view JNJ as a hold or moderate buy. Shares are trading above their 50-day and 200-day moving averages, but the stock’s strong rally leaves less valuation support; investors are weighing its roughly 30 times earnings multiple against future growth. JNJ nearing its 52-week high
• Negative Sentiment: Patent expirations, MedTech competition, pipeline execution risks and ongoing talc litigation remain important overhangs. J&J’s proposed $5.5 billion talc settlement framework could reduce legal uncertainty, but it also highlights the potential for substantial cash costs and continued investor scrutiny. OTTAVA FDA win and talc deal

Wall Street Analysts Forecast Growth

Several research firms have weighed in on JNJ. Stifel Nicolaus set a $260.00 price objective on Johnson & Johnson in a research report on Wednesday, July 15th. Scotiabank restated an “outperform” rating and issued a $305.00 price target on shares of Johnson & Johnson in a research note on Thursday, July 16th. HSBC set a $290.00 price objective on shares of Johnson & Johnson and gave the company a “buy” rating in a report on Monday, July 6th. Weiss Ratings raised shares of Johnson & Johnson from a “buy (b-)” rating to a “buy (b)” rating in a report on Friday, July 24th. Finally, Raymond James Financial set a $280.00 price target on Johnson & Johnson in a research note on Monday, August 3rd. One investment analyst has rated the stock with a Strong Buy rating, eighteen have given a Buy rating and six have issued a Hold rating to the stock. According to data from MarketBeat.com, the company has a consensus rating of “Moderate Buy” and a consensus price target of $268.22.

Johnson & Johnson Trading Down 1.0%

Shares of Johnson & Johnson stock opened at $259.28 on Wednesday. The company has a quick ratio of 0.81, a current ratio of 1.09 and a debt-to-equity ratio of 0.44. Johnson & Johnson has a 12-month low of $171.81 and a 12-month high of $274.90. The company has a market capitalization of $624.84 billion, a price-to-earnings ratio of 30.04, a PEG ratio of 2.50 and a beta of 0.24. The firm’s 50-day moving average price is $249.94 and its two-hundred day moving average price is $240.47.

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

Johnson & Johnson Dividend Announcement

The firm also recently announced 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 is Tuesday, August 25th. This represents a $5.36 annualized dividend and a yield of 2.1%. Johnson & Johnson’s dividend payout ratio is presently 62.11%.

Insider Activity

In other news, EVP Vanessa Broadhurst sold 23,054 shares of the business’s stock in a transaction 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 of the company’s stock, valued at approximately $5,779,963.81. The trade was a 50.06% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this hyperlink. Also, EVP Kathryn E. Wengel sold 10,000 shares of the firm’s stock in a transaction dated Thursday, June 11th. The shares were sold at an average price of $241.15, for a total value of $2,411,500.00. Following the completion of the sale, the executive vice president directly owned 114,288 shares in the company, valued at $27,560,551.20. This trade represents a 8.05% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. In the last quarter, insiders have sold 48,972 shares of company stock worth $12,295,205. 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.