Northwestern Mutual Wealth Management Co. Sells 14,781 Shares of Johnson & Johnson $JNJ

Northwestern Mutual Wealth Management Co. reduced its stake in shares of Johnson & Johnson (NYSE:JNJ) by 3.8% in the second quarter, HoldingsChannel.com reports. The fund owned 369,333 shares of the company’s stock after selling 14,781 shares during the quarter. Northwestern Mutual Wealth Management Co.’s holdings in Johnson & Johnson were worth $93,800,000 at the end of the most recent reporting period.

Other institutional investors have also added to or reduced their stakes in the company. Elefante Mark B raised its stake in shares of Johnson & Johnson by 9.8% during the second quarter. Elefante Mark B now owns 28,686 shares of the company’s stock worth $7,285,000 after acquiring an additional 2,563 shares in the last quarter. World Investment Advisors raised its position in Johnson & Johnson by 19.6% in the 4th quarter. World Investment Advisors now owns 161,343 shares of the company’s stock worth $33,390,000 after purchasing an additional 26,450 shares during the period. Signal Advisors Wealth LLC lifted its stake in Johnson & Johnson by 76.1% in the first quarter. Signal Advisors Wealth LLC now owns 15,126 shares of the company’s stock worth $3,697,000 after purchasing an additional 6,539 shares during the last quarter. Gradient Investments LLC boosted its position in Johnson & Johnson by 9.9% during the second quarter. Gradient Investments LLC now owns 152,831 shares of the company’s stock valued at $38,815,000 after buying an additional 13,737 shares during the period. Finally, Louisiana State Employees Retirement System purchased a new stake in Johnson & Johnson during the 1st quarter valued at about $30,017,000. Institutional investors 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: At the Wells Fargo Healthcare Conference, Johnson & Johnson highlighted growth opportunities in MedTech, with cardiovascular products taking center stage. Management’s focus on high-end, innovative devices supports the company’s longer-term growth outlook. Johnson & Johnson Eyes High-End MedTech Growth as Cardiovascular Takes Center Stage
• Positive Sentiment: JNJ is preparing to present 24 abstracts at Psych Congress 2026, including pivotal Phase 3 CAPLYTA data in bipolar mania and new SPRAVATO analyses. The data could strengthen confidence in the company’s neuropsychiatry pipeline and future pharmaceutical growth. Johnson & Johnson Neuropsychiatry Data
• Positive Sentiment: Jim Cramer characterized the recent weakness as a buying opportunity, reinforcing the view that JNJ’s defensive profile, diversified healthcare operations, and dividend appeal may attract investors during market uncertainty. Cramer Says It’s Time to Buy the Dip on JNJ
• Neutral Sentiment: Analysts and market commentary continue to view JNJ as a defensive stock ahead of inflation data and the Federal Reserve’s next rate decision. That positioning may support demand, but macroeconomic uncertainty is also increasing day-to-day volatility. Defensive Stocks Ahead of CPI and the Fed
• Negative Sentiment: JNJ recently declined more than the broader market, suggesting profit-taking or increased sensitivity to market-wide selling. With shares near their 52-week high and trading at roughly 31 times earnings, valuation may be limiting near-term upside despite solid earnings and full-year EPS guidance. Johnson & Johnson Sees a More Significant Dip Than the Broader Market

Analysts Set New Price Targets

A number of equities analysts have commented on the company. UBS Group assumed coverage on Johnson & Johnson in a research note on Wednesday, September 2nd. They issued a “buy” rating and a $320.00 price target on the stock. Weiss Ratings raised Johnson & Johnson from a “buy (b-)” rating to a “buy (b)” rating in a research note on Friday, July 24th. The Goldman Sachs Group reaffirmed a “buy” rating and issued a $282.00 target price on shares of Johnson & Johnson in a research note on Thursday, July 16th. Stifel Nicolaus set a $260.00 price target on shares of Johnson & Johnson in a report on Wednesday, July 15th. Finally, Wells Fargo & Company increased their price target on shares of Johnson & Johnson from $272.00 to $282.00 and gave the company an “overweight” rating in a research report on Monday, August 3rd. One research analyst has rated the stock with a Strong Buy rating, eighteen have given a Buy rating and six have assigned a Hold rating to the company’s stock. Based on data from MarketBeat, the company presently has an average rating of “Moderate Buy” and an average target price of $272.83.

Insider Buying and Selling

In other news, EVP Elizabeth Forminard sold 15,918 shares of Johnson & Johnson stock in a transaction dated Thursday, August 6th. The stock was sold at an average price of $257.00, for a total value of $4,090,926.00. Following the completion of the transaction, the executive vice president owned 16,994 shares of the company’s stock, valued at $4,367,458. The trade was a 48.37% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available through the SEC website. Also, EVP Jennifer L. Taubert sold 15,000 shares of the company’s stock in a transaction dated 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 completion of the transaction, the executive vice president owned 194,451 shares in the company, valued at approximately $51,210,615.36. The trade was a 7.16% decrease in their position. The disclosure for this sale is available in the SEC filing. Over the last ninety days, insiders sold 87,569 shares of company stock valued at $23,064,544. 0.16% of the stock is owned by insiders.

Johnson & Johnson Stock Down 0.7%

JNJ stock opened at $267.20 on Thursday. The business’s 50 day moving average price is $262.88 and its two-hundred day moving average price is $245.62. The company has a debt-to-equity ratio of 0.44, a quick ratio of 0.81 and a current ratio of 1.09. The company has a market capitalization of $643.93 billion, a price-to-earnings ratio of 30.96, a price-to-earnings-growth ratio of 2.57 and a beta of 0.24. Johnson & Johnson has a fifty-two week low of $173.33 and a fifty-two week high of $281.07.

Johnson & Johnson (NYSE:JNJ) last announced 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 business had revenue of $25.31 billion during the quarter, compared to analyst estimates of $25.06 billion. Johnson & Johnson had a return on equity of 32.42% and a net margin of 21.48%.The company’s revenue for the quarter was up 6.6% on a year-over-year basis. During the same quarter last 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, analysts forecast that Johnson & Johnson will post 11.61 earnings per share for the current fiscal year.

Johnson & Johnson Announces Dividend

The business also recently disclosed a quarterly dividend, which was paid on Tuesday, September 8th. Shareholders of record on Tuesday, August 25th were paid a dividend of $1.34 per share. The ex-dividend date was Tuesday, August 25th. This represents a $5.36 dividend on an annualized basis and a yield of 2.0%. 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.