Hillsdale Investment Management Inc. Reduces Stock Position in Johnson & Johnson $JNJ

Hillsdale Investment Management Inc. trimmed its holdings in shares of Johnson & Johnson (NYSE:JNJ) by 31.1% during the 1st quarter, according to its most recent filing with the Securities and Exchange Commission. The institutional investor owned 17,027 shares of the company’s stock after selling 7,700 shares during the quarter. Hillsdale Investment Management Inc.’s holdings in Johnson & Johnson were worth $4,162,000 at the end of the most recent reporting period.

A number of other institutional investors have also recently made changes to their positions in the business. Brighton Jones LLC boosted its holdings in shares of Johnson & Johnson by 13.9% in the fourth quarter. Brighton Jones LLC now owns 51,876 shares of the company’s stock valued at $7,502,000 after purchasing an additional 6,332 shares during the period. United Bank raised its position in Johnson & Johnson by 110.7% during the 1st quarter. United Bank now owns 9,279 shares of the company’s stock valued at $1,539,000 after purchasing an additional 4,876 shares in the last quarter. Sivia Capital Partners LLC lifted its holdings in shares of Johnson & Johnson by 13.4% in the 2nd quarter. Sivia Capital Partners LLC now owns 5,863 shares of the company’s stock worth $896,000 after buying an additional 692 shares during the period. Wealth Group Ltd. grew its position in shares of Johnson & Johnson by 12.8% during the 2nd quarter. Wealth Group Ltd. now owns 1,482 shares of the company’s stock worth $226,000 after buying an additional 168 shares in the last quarter. Finally, Schnieders Capital Management LLC. increased its stake in shares of Johnson & Johnson by 9.8% during the second quarter. Schnieders Capital Management LLC. now owns 73,680 shares of the company’s stock valued at $11,255,000 after buying an additional 6,584 shares during the period. Institutional investors own 69.55% of the company’s stock.

Key Headlines Impacting Johnson & Johnson

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

• Positive Sentiment: Johnson & Johnson beat Q2 estimates, posting earnings of $2.90 per share on revenue of $25.31 billion, helped by strong growth in Innovative Medicine products such as Darzalex, Tremfya and Spravato. Article Title
• Positive Sentiment: The company raised its 2026 guidance, signaling confidence in continued growth from its pharma pipeline and broader portfolio. Article Title
• Positive Sentiment: Analysts and commentary pointed to momentum beyond legacy drugs, with newer treatments and innovation in medtech and AI-enabled tools supporting the growth story. Article Title
• Neutral Sentiment: J&J also declared its quarterly dividend, reinforcing its appeal as a defensive income stock. Article Title
• Neutral Sentiment: Despite the earnings beat and higher outlook, some reports noted the stock slipped because the market had already priced in strong results and is still weighing mixed MedTech performance and ongoing litigation risk. Article Title

Johnson & Johnson Stock Performance

Shares of Johnson & Johnson stock opened at $249.70 on Friday. The company has a market capitalization of $601.08 billion, a PE ratio of 28.93, a P/E/G ratio of 2.34 and a beta of 0.24. The company has a 50-day simple moving average of $239.19 and a two-hundred day simple moving average of $234.50. Johnson & Johnson has a one year low of $162.30 and a one year high of $269.43. The company has a debt-to-equity ratio of 0.46, a quick ratio of 0.77 and a current ratio of 1.03.

Johnson & Johnson (NYSE:JNJ) last released its quarterly earnings results 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. Johnson & Johnson had a net margin of 21.48% and a return on equity of 32.86%. The business had revenue of $25.31 billion for the quarter, compared to analysts’ expectations of $25.06 billion. During the same period last year, the business earned $2.77 EPS. The company’s revenue was up 6.6% compared to the same quarter last year. Johnson & Johnson has set its FY 2026 guidance at 11.600-11.750 EPS. Research analysts expect that Johnson & Johnson will post 11.67 EPS for the current fiscal year.

Johnson & Johnson Dividend Announcement

The firm also recently declared a quarterly dividend, which will be paid on Tuesday, September 8th. Stockholders 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 dividend yield of 2.1%. Johnson & Johnson’s dividend payout ratio is presently 62.11%.

Insider Activity at Johnson & Johnson

In other news, EVP Kathryn E. Wengel sold 10,000 shares of the stock in a transaction on 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 represents a 8.05% decrease in their position. The sale was disclosed in a document filed with the SEC, which is accessible through this hyperlink. Corporate insiders own 0.16% of the company’s stock.

Analyst Ratings Changes

A number of analysts recently weighed in on JNJ shares. Stifel Nicolaus set a $260.00 price objective on shares of Johnson & Johnson in a research note on Wednesday. Wells Fargo & Company boosted their price target on shares of Johnson & Johnson from $263.00 to $272.00 and gave the company an “overweight” rating in a report on Thursday. The Goldman Sachs Group reaffirmed a “buy” rating and issued a $282.00 price target on shares of Johnson & Johnson in a research report on Thursday. Raymond James Financial increased their price objective on shares of Johnson & Johnson from $258.00 to $265.00 and gave the company an “outperform” rating in a research note on Thursday. Finally, TD Cowen boosted their price objective on shares of Johnson & Johnson from $250.00 to $300.00 and gave the stock a “buy” rating in a research note on Monday. Nineteen equities research analysts have rated the stock with a Buy rating and seven have given a Hold rating to the company’s stock. Based on data from MarketBeat, the company presently has a consensus rating of “Moderate Buy” and an average price target of $265.30.

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.