Strategic Wealth Investment Group LLC decreased its position in Johnson & Johnson (NYSE:JNJ – Free Report) by 17.7% in the second quarter, HoldingsChannel.com reports. The institutional investor owned 48,023 shares of the company’s stock after selling 10,326 shares during the quarter. Johnson & Johnson comprises 1.5% of Strategic Wealth Investment Group LLC’s holdings, making the stock its 23rd largest position. Strategic Wealth Investment Group LLC’s holdings in Johnson & Johnson were worth $12,196,000 as of its most recent filing with the Securities and Exchange Commission (SEC).
Other institutional investors and hedge funds have also bought and sold shares of the company. Auto Owners Insurance Co lifted its holdings in shares of 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 worth $1,436,633,000 after acquiring an additional 69,108,368 shares during the last quarter. Norges Bank bought a new position in shares of Johnson & Johnson during the 4th quarter valued at $6,924,523,000. Capital World Investors purchased a new position in Johnson & Johnson in the 4th quarter worth $2,005,942,000. Diamant Asset Management Inc. raised its position in Johnson & Johnson by 24,436.5% in the 1st quarter. Diamant Asset Management Inc. now owns 4,473,008 shares of the company’s stock worth $109,338,000 after purchasing an additional 4,454,778 shares during the period. Finally, Vanguard Group Inc. lifted its stake in Johnson & Johnson by 1.6% in the fourth quarter. Vanguard Group Inc. now owns 240,349,660 shares of the company’s stock worth $49,740,362,000 after purchasing an additional 3,731,074 shares during the last quarter. 69.55% of the stock is currently owned by institutional investors.
Johnson & Johnson News Summary
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
Insiders Place Their Bets
Johnson & Johnson Price Performance
JNJ stock opened at $273.11 on Tuesday. The firm’s 50-day moving average price is $255.83 and its two-hundred day moving average price is $243.08. Johnson & Johnson has a 12-month low of $173.33 and a 12-month high of $276.47. The stock has a market capitalization of $658.18 billion, a price-to-earnings ratio of 31.65, a PEG ratio of 2.58 and a beta of 0.24. The company has a current ratio of 1.09, a quick ratio of 0.81 and a debt-to-equity ratio of 0.44.
Johnson & Johnson (NYSE:JNJ – Get Free Report) last issued its quarterly earnings data on Wednesday, July 15th. The company reported $2.90 EPS for the quarter, beating the consensus estimate of $2.84 by $0.06. The firm 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 company’s quarterly revenue was up 6.6% compared to the same quarter last year. During the same period in the prior year, the firm posted $2.77 earnings per share. Johnson & Johnson has set its FY 2026 guidance at 11.600-11.750 EPS. As a group, equities analysts predict that Johnson & Johnson will post 11.61 earnings per share for the current year.
Johnson & Johnson Dividend Announcement
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 given a dividend of $1.34 per share. The ex-dividend date of this dividend 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 is presently 62.11%.
Analysts Set New Price Targets
A number of research analysts have recently issued reports on the company. HSBC set a $290.00 price objective on Johnson & Johnson and gave the company a “buy” rating in a research note on Monday, July 6th. Argus set a $300.00 target price on Johnson & Johnson in a research note on Wednesday, July 29th. Johnson Rice restated a “buy” rating on shares of Johnson & Johnson in a report on Monday, August 3rd. TD Cowen raised their price target on Johnson & Johnson from $250.00 to $300.00 and gave the stock a “buy” rating in a research report on Monday, July 13th. Finally, Scotiabank reiterated an “outperform” rating and issued a $305.00 price objective on shares of Johnson & Johnson in a research report on Thursday, July 16th. One analyst has rated the stock with a Strong Buy rating, eighteen have given a Buy rating and six have given a Hold rating to the company. According to data from MarketBeat.com, the company has a consensus rating of “Moderate Buy” and an average price target of $268.22.
Check Out Our Latest Stock Analysis on JNJ
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.
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