Farmers & Merchants Investments Inc. Purchases 2,185 Shares of Johnson & Johnson $JNJ

Farmers & Merchants Investments Inc. grew its holdings in shares of Johnson & Johnson (NYSE:JNJ) by 1.4% in the second quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The firm owned 159,376 shares of the company’s stock after acquiring an additional 2,185 shares during the period. Johnson & Johnson accounts for approximately 1.0% of Farmers & Merchants Investments Inc.’s investment portfolio, making the stock its 24th biggest holding. Farmers & Merchants Investments Inc.’s holdings in Johnson & Johnson were worth $40,477,000 at the end of the most recent quarter.

Other hedge funds and other institutional investors also recently made changes to their positions in the company. Blueline Advisors LLC acquired a new stake in Johnson & Johnson during the fourth quarter worth approximately $25,000. Cresta Advisors Ltd. acquired a new position in Johnson & Johnson in the fourth quarter valued at approximately $26,000. DecisionPoint Financial LLC boosted its holdings in shares of Johnson & Johnson by 104.2% during the 4th quarter. DecisionPoint Financial LLC now owns 147 shares of the company’s stock worth $30,000 after buying an additional 75 shares in the last quarter. Bay Harbor Wealth Management LLC grew its position in shares of Johnson & Johnson by 49.0% during the 4th quarter. Bay Harbor Wealth Management LLC now owns 149 shares of the company’s stock worth $31,000 after buying an additional 49 shares during the period. Finally, Family CFO Inc acquired a new stake in shares of Johnson & Johnson during the 4th quarter worth approximately $31,000. 69.55% of the stock is owned by institutional investors and hedge funds.

Johnson & Johnson Stock Performance

JNJ opened at $262.55 on Friday. Johnson & Johnson has a 1-year low of $172.72 and a 1-year high of $274.90. The company has a market cap of $632.72 billion, a price-to-earnings ratio of 30.42, a PEG ratio of 2.49 and a beta of 0.24. The company’s fifty day moving average price is $251.37 and its two-hundred day moving average price is $241.06. 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) last posted its earnings results on Wednesday, July 15th. The company reported $2.90 EPS for the quarter, topping the consensus estimate of $2.84 by $0.06. Johnson & Johnson had a net margin of 21.48% and a return on equity of 32.42%. The company had revenue of $25.31 billion during the quarter, compared to the consensus estimate of $25.06 billion. During the same period in the previous year, the firm posted $2.77 earnings per share. The firm’s revenue for the quarter was up 6.6% on a year-over-year basis. Johnson & Johnson has set its FY 2026 guidance at 11.600-11.750 EPS. On average, analysts expect that Johnson & Johnson will post 11.61 EPS for the current fiscal year.

Johnson & Johnson Dividend Announcement

The business also recently disclosed a quarterly dividend, which will be paid on Tuesday, September 8th. Shareholders of record on Tuesday, August 25th will be issued a dividend of $1.34 per share. This represents a $5.36 dividend on an annualized basis and a yield of 2.0%. The ex-dividend date of this dividend is Tuesday, August 25th. Johnson & Johnson’s payout ratio is currently 62.11%.

Johnson & Johnson News Summary

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

• Positive Sentiment: Johnson & Johnson raised its quarterly dividend by 3.1%, bringing the annual payout to $5.36 per share and extending its dividend-growth streak to 64 consecutive years. The increase reinforces JNJ’s appeal to income-focused and defensive investors. Johnson & Johnson Has Increased Its Dividend for 64 Consecutive Years
• Positive Sentiment: JNJ is advancing seltorexant into late-stage development for major depressive disorder, potentially adding a new growth product to its pharmaceutical pipeline. The company also signed a multiyear partnership with ACCESS to expand adoption of cardiac electrophysiology technology in ambulatory surgery centers, supporting growth in higher-value medtech markets. Johnson & Johnson Advances Seltorexant and Expands Outpatient Cardiac Care
• Positive Sentiment: Johnson & Johnson’s sale of rights to botaretigene sparoparvovec to MeiraGTx for $25 million indicates continued portfolio streamlining and could allow JNJ to focus capital and resources on its most promising medicines and technologies. MeiraGTx Reports Second Quarter 2026 Financial and Operational Results
• Neutral Sentiment: JNJ is attracting attention as investors favor defensive blue-chip healthcare companies while awaiting inflation data. Its low-beta profile and strong dividend history may support demand, though broader interest-rate and macroeconomic expectations remain important for valuation. Johnson & Johnson In Focus as Defensive Blue Chips Draw Attention
• Negative Sentiment: After a strong run, JNJ is trading near its annual high with a relatively demanding earnings multiple. Analysts note that much of the company’s quality and defensive appeal may already be reflected in the share price, raising the risk of limited upside or profit-taking. JNJ Keeps Climbing. Should You Climb On?

Insider Transactions at Johnson & Johnson

In other news, EVP Elizabeth Forminard sold 15,918 shares of the firm’s stock in a transaction that occurred on 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 transaction, the executive vice president owned 16,994 shares in the company, valued at $4,367,458. This trade represents a 48.37% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available through this hyperlink. Also, EVP Kathryn E. Wengel sold 10,000 shares of Johnson & Johnson stock in a transaction that occurred on Thursday, June 11th. The shares were sold at an average price of $241.15, for a total value of $2,411,500.00. Following the transaction, the executive vice president directly owned 114,288 shares in the company, valued at approximately $27,560,551.20. The trade was a 8.05% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders sold a total of 48,972 shares of company stock valued at $12,295,205 over the last ninety days. 0.16% of the stock is currently owned by insiders.

Analysts Set New Price Targets

A number of research firms recently issued reports on JNJ. Johnson Rice reiterated a “buy” rating on shares of Johnson & Johnson in a research report on Monday, August 3rd. Weiss Ratings raised shares of Johnson & Johnson from a “buy (b-)” rating to a “buy (b)” rating in a research note on Friday, July 24th. Bank of America upped their price objective on shares of Johnson & Johnson from $254.00 to $263.00 and gave the company a “neutral” rating in a report on Friday, July 10th. Stifel Nicolaus set a $260.00 target price on Johnson & Johnson in a research report on Wednesday, July 15th. Finally, Wall Street Zen lowered Johnson & Johnson from a “buy” rating to a “hold” rating in a report on Saturday, August 1st. One analyst has rated the stock with a Strong Buy rating, eighteen have issued a Buy rating and six have assigned a Hold rating to the stock. According to MarketBeat.com, the company presently has an average rating of “Moderate Buy” and a consensus target price of $268.22.

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.