KMG Fiduciary Partners LLC Has $1.33 Million Stock Holdings in Johnson & Johnson $JNJ

KMG Fiduciary Partners LLC reduced its stake in shares of Johnson & Johnson (NYSE:JNJ) by 56.3% during the 2nd quarter, HoldingsChannel.com reports. The firm owned 5,239 shares of the company’s stock after selling 6,761 shares during the period. KMG Fiduciary Partners LLC’s holdings in Johnson & Johnson were worth $1,331,000 at the end of the most recent reporting period.

Other hedge funds also recently modified their holdings of the company. Vanguard Group Inc. grew its stake in Johnson & Johnson by 1.6% during the fourth quarter. Vanguard Group Inc. now owns 240,349,660 shares of the company’s stock worth $49,740,362,000 after buying an additional 3,731,074 shares in the last quarter. State Street Corp increased its holdings in Johnson & Johnson by 1.3% in the 4th quarter. State Street Corp now owns 133,869,843 shares of the company’s stock valued at $27,704,364,000 after buying an additional 1,663,782 shares during the period. Auto Owners Insurance Co raised its position 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 valued at $1,436,633,000 after buying an additional 69,108,368 shares in the last quarter. Geode Capital Management LLC lifted its holdings in shares of Johnson & Johnson by 3.1% during the 4th quarter. Geode Capital Management LLC now owns 57,953,747 shares of the company’s stock worth $11,967,947,000 after acquiring an additional 1,738,292 shares during the period. Finally, Norges Bank acquired a new stake in shares of Johnson & Johnson during the 4th quarter worth approximately $6,924,523,000. Institutional investors own 69.55% of the company’s stock.

Analyst Ratings Changes

A number of brokerages recently issued reports on JNJ. Scotiabank reissued an “outperform” rating and issued a $305.00 price objective on shares of Johnson & Johnson in a research note on Thursday, July 16th. Citigroup raised their target price on Johnson & Johnson from $285.00 to $298.00 and gave the company a “buy” rating in a report on Wednesday, July 8th. Daiwa Securities Group lifted their price target on Johnson & Johnson from $237.00 to $246.00 and gave the company an “outperform” rating in a research note on Thursday, April 16th. Raymond James Financial set a $280.00 price target on Johnson & Johnson in a report on Monday, August 3rd. Finally, Wall Street Zen downgraded Johnson & Johnson from a “buy” rating to a “hold” rating in a research report on Saturday, August 1st. One equities research analyst has rated the stock with a Strong Buy rating, eighteen have assigned a Buy rating and six have assigned a Hold rating to the company’s stock. According to MarketBeat.com, Johnson & Johnson presently has a consensus rating of “Moderate Buy” and an average price target of $268.22.

Insiders Place Their Bets

In other news, EVP Kathryn E. Wengel sold 10,000 shares of the firm’s stock in a transaction dated 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 transaction, 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. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available through the SEC website. Also, EVP Vanessa Broadhurst sold 23,054 shares of Johnson & Johnson stock in a transaction that occurred on Monday, July 20th. The stock was sold at an average price of $251.27, for a total value of $5,792,778.58. Following the completion of the transaction, the executive vice president directly owned 23,003 shares in the company, valued at approximately $5,779,963.81. This represents a 50.06% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. In the last three months, insiders have sold 48,972 shares of company stock valued at $12,295,205. 0.16% of the stock is currently owned by company insiders.

Johnson & Johnson Stock Performance

Johnson & Johnson stock opened at $260.80 on Tuesday. Johnson & Johnson has a 1 year low of $171.81 and a 1 year high of $274.90. The company has a debt-to-equity ratio of 0.44, a current ratio of 1.09 and a quick ratio of 0.81. The company has a market capitalization of $628.50 billion, a P/E ratio of 30.22, a P/E/G ratio of 2.47 and a beta of 0.24. The business has a 50 day moving average of $249.21 and a 200-day moving average of $240.18.

Johnson & Johnson (NYSE:JNJ) last released its quarterly earnings results on Wednesday, July 15th. The company reported $2.90 earnings per share (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 revenue for the quarter was up 6.6% on a year-over-year basis. During the same quarter last year, the firm earned $2.77 earnings per share. Johnson & Johnson has set its FY 2026 guidance at 11.600-11.750 EPS. On average, equities research analysts predict that Johnson & Johnson will post 11.61 earnings per share for the current year.

Johnson & Johnson Dividend Announcement

The business also recently announced a quarterly dividend, which will be paid on Tuesday, September 8th. Investors of record on Tuesday, August 25th will be given a dividend of $1.34 per share. This represents a $5.36 annualized dividend and a yield of 2.1%. The ex-dividend date of this dividend is Tuesday, August 25th. Johnson & Johnson’s dividend payout ratio (DPR) is currently 62.11%.

Johnson & Johnson News Roundup

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

• Positive Sentiment: Strong second-quarter results and raised outlook: J&J reported sales of $25.31 billion, up nearly 7% year over year and above expectations, while adjusted EPS of $2.90 exceeded consensus. Management raised or reaffirmed a fiscal 2026 EPS outlook of $11.60–$11.75, supporting the recent share-price gains. Johnson & Johnson vs Abbott Laboratories: Which Healthcare Giant Offers the More Compelling Growth Story After Earnings?
• Positive Sentiment: Growth-focused restructuring: Coverage highlights J&J’s efforts to reshape its businesses, including potential separation or restructuring initiatives, as the 140-year-old company seeks faster growth beyond its traditional dividend and consumer-health profile. Investors may view the changes as a way to unlock value and improve business focus. 140-year-old Dividend King eyes bold update to unlock new growth
• Positive Sentiment: MedTech expansion: FDA De Novo authorization for the OTTAVA robotic surgical system gives J&J an entry point into U.S. soft-tissue robotic surgery. The opportunity could expand its medical-device growth profile, although Intuitive Surgical has a substantial competitive lead. Can Johnson & Johnson Challenge Intuitive Surgical After Ottava’s FDA Approval?
• Positive Sentiment: Cardiac-care agreement: A multiyear preferred-portfolio agreement with ACCESS GPO will support adoption of J&J’s cardiac electrophysiology technologies at U.S. ambulatory surgery centers, potentially strengthening recurring MedTech demand. ACCESS Announces Multi-Year Strategic Agreement
• Neutral Sentiment: Income appeal remains intact: J&J has raised its dividend for 64 consecutive years, but the recent rally has reduced its dividend yield. Brokerages currently assign the stock an average “Moderate Buy” rating. Johnson & Johnson Has Increased Its Dividend for 64 Consecutive Years
• Negative Sentiment: Valuation and competition are risks: With J&J trading close to its annual high and at roughly 30 times earnings, further gains may require continued execution. OTTAVA also faces entrenched competition from Intuitive Surgical, while an insider sale of 15,918 shares may create a modest sentiment overhang. Elizabeth Forminard Sells Shares of Johnson & Johnson

About Johnson & Johnson

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.