Quantum Financial Partners LLC Takes Position in Johnson & Johnson $JNJ

Quantum Financial Partners LLC bought a new position in shares of Johnson & Johnson (NYSE:JNJ) during the second quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The firm bought 2,217 shares of the company’s stock, valued at approximately $563,000.

Several other institutional investors have also added to or reduced their stakes in the company. Guidance Capital Inc. raised its stake in Johnson & Johnson by 59.2% in the 2nd quarter. Guidance Capital Inc. now owns 1,552 shares of the company’s stock worth $388,000 after purchasing an additional 577 shares in the last quarter. Hager Investment Management Services LLC grew its position in shares of Johnson & Johnson by 5.2% during the 2nd quarter. Hager Investment Management Services LLC now owns 1,877 shares of the company’s stock worth $477,000 after purchasing an additional 93 shares in the last quarter. Physician Wealth Advisors Inc. increased its holdings in shares of Johnson & Johnson by 1.9% during the second quarter. Physician Wealth Advisors Inc. now owns 3,392 shares of the company’s stock worth $861,000 after purchasing an additional 63 shares during the period. B.O.S.S. Retirement Advisors LLC increased its holdings in shares of Johnson & Johnson by 14.5% during the second quarter. B.O.S.S. Retirement Advisors LLC now owns 1,417 shares of the company’s stock worth $360,000 after purchasing an additional 179 shares during the period. Finally, Arkansas Financial Group Inc. raised its position in shares of Johnson & Johnson by 20.3% in the second quarter. Arkansas Financial Group Inc. now owns 1,882 shares of the company’s stock valued at $478,000 after buying an additional 318 shares in the last quarter. 69.55% of the stock is currently owned by institutional investors.

Trending Headlines about Johnson & Johnson

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

• Positive Sentiment: Constructive post-earnings outlook: JNJ’s latest results exceeded analyst expectations for both earnings and revenue, while full-year 2026 EPS guidance remains centered around $11.60-$11.75. Analysts are watching for continued estimate increases and earnings momentum to support the stock’s advance. Why Is Johnson & Johnson Up Since Its Last Earnings Report?
• Positive Sentiment: Pharmaceutical recovery and defensive appeal: JNJ is among the large-cap pharmaceutical companies investors are watching as the industry recovery gains traction. Its diversified healthcare business and relatively low-beta profile may also attract investors seeking defensive exposure amid market uncertainty. Large-Cap Stocks to Watch as Pharma Recovery Takes Hold
• Positive Sentiment: Dividend record reinforces income appeal: JNJ raised its dividend 3.1% to $5.36 per share annually, extending its streak of consecutive increases to 64 years. The increase supports the company’s reputation as a long-term income and stability investment. Johnson & Johnson Has Increased Its Dividend for 64 Consecutive Years
• Neutral Sentiment: Talc settlement remains a key overhang: Analysis of JNJ’s proposed $5.5 billion talc settlement views it as a potential step toward reducing litigation uncertainty, but the long-term financial and legal impact remains subject to scrutiny. Johnson & Johnson’s $5.5B Talc Settlement
• Neutral Sentiment: Portfolio adjustments: JNJ sold its remaining rights and interests in botaretigene sparoparvovec to MeiraGTx for $25 million. The transaction may streamline the portfolio, but its financial contribution is unlikely to materially affect near-term results. MeiraGTx Reports Second Quarter 2026 Results
• Negative Sentiment: Robotics competition is increasing: Intuitive Surgical cited growing competitive pressure from JNJ and Chinese robotic-surgery platforms. While this reflects JNJ’s ambitions in surgical robotics, it also signals that gaining market share could require substantial investment and execution. Intuitive Surgical Beats on Q2 Results

Analysts Set New Price Targets

Several brokerages recently issued reports on JNJ. Leerink Partners upgraded Johnson & Johnson from a “market perform” rating to an “outperform” rating and set a $265.00 price target for the company in a research note on Wednesday, May 13th. Stifel Nicolaus set a $260.00 price objective on Johnson & Johnson in a report on Wednesday, July 15th. Royal Bank Of Canada upped their target price on Johnson & Johnson from $265.00 to $287.00 and gave the company an “outperform” rating in a research report on Monday, July 13th. Guggenheim increased their target price on Johnson & Johnson from $270.00 to $287.00 and gave the stock a “buy” rating in a report on Thursday, August 6th. Finally, Citigroup raised their price target on Johnson & Johnson from $285.00 to $298.00 and gave the stock a “buy” rating in a research report on Wednesday, July 8th. One research analyst has rated the stock with a Strong Buy rating, eighteen have issued a Buy rating and six have given a Hold rating to the company’s stock. According to data from MarketBeat.com, the company presently has an average rating of “Moderate Buy” and a consensus target price of $268.22.

Insider Buying and Selling

In other Johnson & Johnson 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 transaction, the executive vice president owned 16,994 shares in the company, valued at $4,367,458. The trade was a 48.37% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which is available at this link. Also, EVP Vanessa Broadhurst sold 23,054 shares of the business’s stock in a transaction dated 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 transaction, the executive vice president directly owned 23,003 shares of the company’s stock, valued at approximately $5,779,963.81. The trade was a 50.06% decrease in their position. The SEC filing for this sale provides additional information. Insiders sold a total of 48,972 shares of company stock worth $12,295,205 in the last ninety days. 0.16% of the stock is owned by insiders.

Johnson & Johnson Stock Performance

NYSE JNJ opened at $260.44 on Friday. The firm’s 50 day simple moving average is $251.92 and its 200 day simple moving average is $241.20. The firm has a market capitalization of $627.63 billion, a price-to-earnings ratio of 30.18, a P/E/G ratio of 2.50 and a beta of 0.24. 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 has a 1 year low of $173.33 and a 1 year high of $274.90.

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. Johnson & Johnson had a net margin of 21.48% and a return on equity of 32.42%. The business 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 business earned $2.77 earnings per share. The company’s revenue was up 6.6% on a year-over-year basis. Johnson & Johnson has set its FY 2026 guidance at 11.600-11.750 EPS. As a group, research analysts expect that Johnson & Johnson will post 11.61 earnings per share for the current fiscal year.

Johnson & Johnson Announces Dividend

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 issued 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 payout ratio is 62.11%.

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.