Mufg Securities Americas Inc. Buys 5,833 Shares of Johnson & Johnson $JNJ

Mufg Securities Americas Inc. boosted its stake in Johnson & Johnson (NYSE:JNJ) by 8.7% during the 2nd quarter, according to the company in its most recent disclosure with the SEC. The firm owned 72,502 shares of the company’s stock after acquiring an additional 5,833 shares during the period. Johnson & Johnson accounts for about 1.0% of Mufg Securities Americas Inc.’s holdings, making the stock its 16th biggest position. Mufg Securities Americas Inc.’s holdings in Johnson & Johnson were worth $18,413,000 as of its most recent filing with the SEC.

Several other large investors also recently modified their holdings of JNJ. Silver Coast Investments LLC lifted its stake in Johnson & Johnson by 3.8% in the second quarter. Silver Coast Investments LLC now owns 1,066 shares of the company’s stock valued at $271,000 after purchasing an additional 39 shares during the last quarter. Townsend Asset Management Corp NC ADV lifted its position in shares of Johnson & Johnson by 0.6% during the 2nd quarter. Townsend Asset Management Corp NC ADV now owns 6,418 shares of the company’s stock valued at $1,630,000 after buying an additional 39 shares during the last quarter. Denali Advisors LLC grew its stake in shares of Johnson & Johnson by 1.2% during the 2nd quarter. Denali Advisors LLC now owns 3,305 shares of the company’s stock worth $839,000 after acquiring an additional 40 shares during the period. Sierra Capital LLC raised its stake in Johnson & Johnson by 0.5% in the 4th quarter. Sierra Capital LLC now owns 8,144 shares of the company’s stock valued at $1,685,000 after acquiring an additional 41 shares during the period. Finally, Beaird Harris Wealth Management LLC lifted its holdings in Johnson & Johnson by 1.8% during the fourth quarter. Beaird Harris Wealth Management LLC now owns 2,422 shares of the company’s stock valued at $501,000 after purchasing an additional 42 shares during the last quarter. Hedge funds and other institutional investors own 69.55% of the company’s stock.

Wall Street Analysts Forecast Growth

JNJ has been the subject of several recent research reports. Guggenheim lifted their target price on shares of Johnson & Johnson from $270.00 to $287.00 and gave the stock a “buy” rating in a research note on Thursday, August 6th. Wall Street Zen downgraded shares of Johnson & Johnson from a “buy” rating to a “hold” rating in a report on Saturday, August 1st. Citigroup lifted their price objective on shares of Johnson & Johnson from $285.00 to $298.00 and gave the company a “buy” rating in a research note on Wednesday, July 8th. Wells Fargo & Company boosted their target price on shares of Johnson & Johnson from $272.00 to $282.00 and gave the company an “overweight” rating in a report on Monday, August 3rd. Finally, Stifel Nicolaus set a $260.00 price target on Johnson & Johnson in a report 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 issued a Hold rating to the stock. According to data from MarketBeat, the stock has a consensus rating of “Moderate Buy” and a consensus target price of $272.83.

Insider Buying and Selling

In other Johnson & Johnson news, EVP Elizabeth Forminard sold 15,918 shares of the business’s stock in a transaction 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 completion of the sale, the executive vice president directly owned 16,994 shares of the company’s stock, valued at $4,367,458. The trade was a 48.37% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is available at the SEC website. Also, EVP Timothy Schmid sold 33,597 shares of the company’s stock in a transaction dated Wednesday, September 2nd. The shares were sold at an average price of $274.74, for a total transaction of $9,230,439.78. Following the sale, the executive vice president owned 25,447 shares of the company’s stock, valued at approximately $6,991,308.78. The trade was a 56.90% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders have sold 97,569 shares of company stock worth $25,476,044 in the last ninety days. 0.16% of the stock is currently owned by insiders.

Johnson & Johnson News Roundup

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

• Positive Sentiment: Jim Cramer called the pullback a buying opportunity, citing Johnson & Johnson’s defensive characteristics and long-term stability. The commentary may support investor interest, but it is opinion-based rather than a new company catalyst. Cramer says it is time to buy the dip on JNJ
• Positive Sentiment: Johnson & Johnson announced that 24 abstracts will be presented at Psych Congress 2026, including the first pivotal Phase 3 CAPLYTA data in adults with bipolar mania, along with new SPRAVATO analyses and schizophrenia research. The updates could strengthen confidence in the company’s neuropsychiatry pipeline and future pharmaceutical growth. Johnson & Johnson neuropsychiatry data announcement
• Neutral Sentiment: Investors are watching defensive stocks such as JNJ ahead of upcoming CPI data and the Federal Reserve’s rate decision. The company’s dividend and healthcare exposure may provide stability, but interest-rate and macroeconomic uncertainty are driving near-term volatility. Defensive stocks to watch as CPI and the Fed test the rally
• Neutral Sentiment: A comparison with Eli Lilly frames JNJ as the steadier, more established investment, but with less breakout-growth potential. The article highlights the trade-off between JNJ’s stability and pharmaceutical-industry growth opportunities. Lilly versus J&J investment comparison
• Negative Sentiment: An executive sold approximately $9.23 million of JNJ stock. While insider selling does not necessarily indicate weakening fundamentals, the transaction can create a modest sentiment overhang. Johnson & Johnson executive stock sale

Johnson & Johnson Price Performance

JNJ opened at $269.04 on Wednesday. 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 capitalization of $648.35 billion, a P/E ratio of 31.17, a PEG ratio of 2.63 and a beta of 0.24. The stock has a 50-day moving average price of $262.61 and a 200-day moving average price of $245.47. Johnson & Johnson has a 12-month low of $173.33 and a 12-month high of $281.07.

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

Johnson & Johnson Dividend Announcement

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

Johnson & Johnson Company Profile

Johnson & Johnson (NYSE: JNJ) is a global healthcare company that develops, manufactures and markets pharmaceutical and medical device products. Founded in 1886 and headquartered in New Brunswick, New Jersey, the company serves patients, healthcare professionals and institutions in markets around the world.

Johnson & Johnson operates through two primary business segments: Innovative Medicine and MedTech. Innovative Medicine focuses on prescription treatments in areas including immunology, oncology, neuroscience, cardiovascular and metabolic disease, infectious diseases, and pulmonary hypertension.