J. M. Brown & Associates Inc. Purchases Shares of 2,214 Johnson & Johnson $JNJ

J. M. Brown & Associates Inc. acquired a new stake in shares of Johnson & Johnson (NYSE:JNJ) during the 2nd quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor acquired 2,214 shares of the company’s stock, valued at approximately $562,000.

Several other large investors also recently made changes to their positions in the company. Fingerlakes Wealth Management Inc. grew its holdings in Johnson & Johnson by 9.8% during the second quarter. Fingerlakes Wealth Management Inc. now owns 2,734 shares of the company’s stock worth $694,000 after buying an additional 243 shares in the last quarter. RIA Advisory Group LLC lifted its stake in Johnson & Johnson by 3.0% during the 2nd quarter. RIA Advisory Group LLC now owns 31,764 shares of the company’s stock valued at $8,067,000 after acquiring an additional 923 shares in the last quarter. Foronjy Financial LLC lifted its position in shares of Johnson & Johnson by 6.5% during the second quarter. Foronjy Financial LLC now owns 1,310 shares of the company’s stock valued at $333,000 after purchasing an additional 80 shares in the last quarter. L. Roy Papp & Associates LLP boosted its position in Johnson & Johnson by 1.2% in the second quarter. L. Roy Papp & Associates LLP now owns 118,647 shares of the company’s stock worth $30,133,000 after purchasing an additional 1,444 shares during the last quarter. Finally, Nations Financial Group Inc. IA ADV boosted its holdings in shares of Johnson & Johnson by 5.4% in the 2nd quarter. Nations Financial Group Inc. IA ADV now owns 37,265 shares of the company’s stock worth $9,464,000 after buying an additional 1,905 shares during the last quarter. 69.55% of the stock is currently owned by institutional investors and hedge funds.

Trending Headlines about Johnson & Johnson

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

• Positive Sentiment: FDA clearance strengthens the MedTech growth story. The FDA cleared J&J’s AI-powered MONARCH QUEST 3 bronchoscopy update, which adds planning, navigation and imaging capabilities to the company’s robotic lung-diagnostics platform. The authorization could support broader adoption and reinforce J&J’s push into robotic and advanced surgical technologies. J&J secures FDA clearance for MONARCH QUEST 3
• Positive Sentiment: Strong results and raised guidance continue to support the stock. J&J reported second-quarter revenue of $25.31 billion, up 6.6% year over year, and raised its 2026 outlook. Adjusted EPS of $2.90 exceeded the $2.84 consensus estimate, while revenue also topped expectations. Johnson & Johnson Stock Jumps as Healthcare Rotation Lifts Shares
• Positive Sentiment: Investors see replacement growth for Stelara. J&J’s immunology and neuroscience portfolios are emerging as important growth engines, with newer medicines helping offset the impact of Stelara’s loss of exclusivity. J&J’s New Growth Powerhouses
• Neutral Sentiment: Call-option activity rose above average, suggesting increased short-term bullish positioning, although options flows can add volatility without indicating durable fundamental demand.
• Negative Sentiment: Executive Vice President Jennifer Taubert sold 15,000 shares for approximately $3.95 million. The sale reduced her holdings by 7.16%; recurring insider selling across several executives may temper sentiment, though it does not necessarily signal a change in business prospects. SEC insider transaction filing

Insider Activity

In other Johnson & Johnson news, EVP Kathryn E. Wengel sold 10,000 shares of the firm’s stock in a transaction 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 directly owned 114,288 shares of the company’s stock, valued at $27,560,551.20. This trade represents a 8.05% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available at this link. Also, EVP Jennifer L. Taubert sold 15,000 shares of the company’s stock in a transaction on Monday, August 17th. The stock was sold at an average price of $263.36, for a total transaction of $3,950,400.00. Following the completion of the transaction, the executive vice president directly owned 194,451 shares in the company, valued at approximately $51,210,615.36. The trade was a 7.16% decrease in their position. The SEC filing for this sale provides additional information. Insiders sold a total of 63,972 shares of company stock worth $16,245,605 in the last three months. Insiders own 0.16% of the company’s stock.

Analyst Upgrades and Downgrades

Several analysts have commented on JNJ shares. Wells Fargo & Company lifted their price objective on shares of Johnson & Johnson from $272.00 to $282.00 and gave the stock an “overweight” rating in a research report on Monday, August 3rd. Guggenheim raised their price target on shares of Johnson & Johnson from $270.00 to $287.00 and gave the stock a “buy” rating in a research note on Thursday, August 6th. The Goldman Sachs Group reissued a “buy” rating and set a $282.00 price objective on shares of Johnson & Johnson in a report on Thursday, July 16th. Leerink Partners upgraded Johnson & Johnson from a “market perform” rating to an “outperform” rating and set a $265.00 target price on the stock in a research note on Wednesday, May 13th. Finally, Johnson Rice reiterated a “buy” rating on shares of Johnson & Johnson in a research note on Monday, August 3rd. One equities research analyst has rated the stock with a Strong Buy rating, eighteen have given a Buy rating and six have given a Hold rating to the company’s stock. According to data from MarketBeat.com, the stock has an average rating of “Moderate Buy” and an average price target of $268.22.

Johnson & Johnson Price Performance

Johnson & Johnson stock opened at $271.05 on Wednesday. The firm has a market capitalization of $653.20 billion, a P/E ratio of 31.41, a PEG ratio of 2.48 and a beta of 0.24. Johnson & Johnson has a one year low of $173.33 and a one 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 business has a fifty day moving average price of $253.21 and a 200-day moving average price of $241.91.

Johnson & Johnson (NYSE:JNJ) last released its quarterly earnings data on Wednesday, July 15th. The company reported $2.90 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $2.84 by $0.06. Johnson & Johnson had a return on equity of 32.42% and a net margin of 21.48%.The company had revenue of $25.31 billion for the quarter, compared to analyst estimates of $25.06 billion. During the same period in the previous year, the company posted $2.77 EPS. The firm’s revenue for the quarter 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. As a group, equities research analysts forecast that Johnson & Johnson will post 11.61 EPS for the current year.

Johnson & Johnson Dividend Announcement

The company also recently disclosed a quarterly dividend, which will be paid on Tuesday, September 8th. Stockholders of record on Tuesday, August 25th will be given a $1.34 dividend. This represents a $5.36 dividend on an annualized basis and a dividend yield of 2.0%. The ex-dividend date is Tuesday, August 25th. Johnson & Johnson’s dividend payout ratio (DPR) is 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.