Columbia Asset Management Sells 3,078 Shares of Johnson & Johnson $JNJ

Columbia Asset Management lessened its position in shares of Johnson & Johnson (NYSE:JNJ) by 5.7% in the second quarter, HoldingsChannel.com reports. The firm owned 51,192 shares of the company’s stock after selling 3,078 shares during the quarter. Johnson & Johnson accounts for approximately 2.3% of Columbia Asset Management’s portfolio, making the stock its 11th biggest holding. Columbia Asset Management’s holdings in Johnson & Johnson were worth $13,001,000 at the end of the most recent reporting period.

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

Insider Transactions at Johnson & Johnson

In other news, EVP Elizabeth Forminard sold 15,918 shares of the 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 completion of the sale, the executive vice president directly owned 16,994 shares of the company’s stock, valued at $4,367,458. This represents a 48.37% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which is available through this hyperlink. Also, EVP Kathryn E. Wengel sold 10,000 shares of the firm’s 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 completion of the transaction, the executive vice president owned 114,288 shares in the company, valued at $27,560,551.20. This represents a 8.05% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. 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

JNJ has been the topic of a number of recent analyst reports. The Goldman Sachs Group reissued a “buy” rating and issued a $282.00 price objective on shares of Johnson & Johnson in a research note on Thursday, July 16th. Wells Fargo & Company lifted their target price on Johnson & Johnson from $272.00 to $282.00 and gave the stock an “overweight” rating in a report on Monday, August 3rd. Argus set a $300.00 price target on Johnson & Johnson in a research note on Wednesday, July 29th. Stifel Nicolaus set a $260.00 price objective on shares of Johnson & Johnson in a research report on Wednesday, July 15th. Finally, TD Cowen lifted their price objective on shares of Johnson & Johnson from $250.00 to $300.00 and gave the company a “buy” rating in a research note on Monday, July 13th. One analyst has rated the stock with a Strong Buy rating, eighteen have assigned a Buy rating and six have issued a Hold rating to the company’s stock. Based on data from MarketBeat.com, the stock presently has a consensus rating of “Moderate Buy” and a consensus target price of $268.22.

Key Headlines Impacting 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

Johnson & Johnson Stock Down 0.6%

Johnson & Johnson stock opened at $260.44 on Friday. The firm has a market capitalization of $627.63 billion, a price-to-earnings ratio of 30.18, a price-to-earnings-growth ratio of 2.48 and a beta of 0.24. The firm’s fifty day moving average price is $251.92 and its two-hundred day moving average price is $241.20. Johnson & Johnson has a 1-year low of $173.33 and a 1-year high of $274.90. 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, equities research analysts predict that Johnson & Johnson will post 11.61 earnings per share 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 2.1%. The ex-dividend date of this dividend is Tuesday, August 25th. Johnson & Johnson’s payout ratio is currently 62.11%.

Johnson & Johnson 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.