Munich Reinsurance Co Stock Corp in Munich Increases Stake in Johnson & Johnson $JNJ

Munich Reinsurance Co Stock Corp in Munich lifted its position in Johnson & Johnson (NYSE:JNJ) by 277.1% in the 2nd quarter, HoldingsChannel.com reports. The fund owned 66,880 shares of the company’s stock after buying an additional 49,146 shares during the period. Munich Reinsurance Co Stock Corp in Munich’s holdings in Johnson & Johnson were worth $16,986,000 as of its most recent SEC filing.

Several other hedge funds and other institutional investors also recently added to or reduced their stakes in JNJ. Nicholas Wealth LLC. purchased a new position in Johnson & Johnson during the 2nd quarter valued at about $254,000. Aventus Investment Advisors Inc. boosted its stake in shares of Johnson & Johnson by 63.5% during the second quarter. Aventus Investment Advisors Inc. now owns 340 shares of the company’s stock valued at $86,000 after purchasing an additional 132 shares in the last quarter. CrossGen Wealth LLC increased its holdings in Johnson & Johnson by 2.2% during the second quarter. CrossGen Wealth LLC now owns 8,901 shares of the company’s stock valued at $2,260,000 after buying an additional 190 shares during the period. Nilsine Partners LLC raised its stake in Johnson & Johnson by 0.8% in the second quarter. Nilsine Partners LLC now owns 23,855 shares of the company’s stock worth $6,058,000 after buying an additional 187 shares in the last quarter. Finally, Naples Global Advisors LLC lifted its holdings in Johnson & Johnson by 0.6% during the second quarter. Naples Global Advisors LLC now owns 52,184 shares of the company’s stock worth $13,253,000 after buying an additional 291 shares during the period. 69.55% of the stock is currently owned by institutional investors.

Insider Activity at Johnson & Johnson

In other Johnson & Johnson news, EVP Kathryn E. Wengel sold 10,000 shares of the company’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 transaction of $2,411,500.00. Following the transaction, the executive vice president owned 114,288 shares in the company, valued at approximately $27,560,551.20. This represents a 8.05% decrease in their position. The sale was disclosed in a document filed with the SEC, which can be accessed through the SEC website. Also, EVP Jennifer L. Taubert sold 15,000 shares of the firm’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 of the company’s stock, valued at approximately $51,210,615.36. This represents a 7.16% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold a total of 63,972 shares of company stock worth $16,245,605 in the last quarter. 0.16% of the stock is currently owned by company insiders.

Johnson & Johnson Stock Up 0.8%

Johnson & Johnson stock opened at $273.19 on Thursday. The business has a fifty day moving average price of $253.89 and a 200-day moving average price of $242.23. Johnson & Johnson has a 1-year low of $173.33 and a 1-year high of $276.47. The stock has a market capitalization of $658.37 billion, a price-to-earnings ratio of 31.66, a PEG ratio of 2.59 and a beta of 0.24. The company has a debt-to-equity ratio of 0.44, a current ratio of 1.09 and a quick ratio of 0.81.

Johnson & Johnson (NYSE:JNJ) last released its quarterly earnings results on Wednesday, July 15th. The company reported $2.90 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 during the quarter, compared to analysts’ expectations of $25.06 billion. During the same period last year, the business posted $2.77 earnings per share. The firm’s revenue 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. Equities research analysts forecast that Johnson & Johnson will post 11.61 EPS for the current fiscal year.

Johnson & Johnson Dividend Announcement

The business also recently announced a quarterly dividend, which will be paid on Tuesday, September 8th. Shareholders 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 2.0%. The ex-dividend date of this dividend is Tuesday, August 25th. Johnson & Johnson’s payout ratio is currently 62.11%.

Analysts Set New Price Targets

Several analysts have issued reports on the company. Stifel Nicolaus set a $260.00 target price on Johnson & Johnson in a research report on Wednesday, July 15th. Morgan Stanley raised their price objective on Johnson & Johnson from $284.00 to $294.00 and gave the company an “overweight” rating in a research report on Thursday, July 16th. Scotiabank reiterated an “outperform” rating and issued a $305.00 target price on shares of Johnson & Johnson in a research note on Thursday, July 16th. Raymond James Financial set a $280.00 price target on shares of Johnson & Johnson in a research report on Monday, August 3rd. Finally, TD Cowen raised their price target on shares of Johnson & Johnson from $250.00 to $300.00 and gave the company a “buy” rating in a report on Monday, July 13th. 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 stock. According to data from MarketBeat.com, Johnson & Johnson currently has an average rating of “Moderate Buy” and a consensus target price of $268.22.

Johnson & Johnson News Summary

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

• Positive Sentiment: Strong earnings and higher guidance remain key catalysts. Second-quarter revenue rose 6.6% to $25.31 billion, exceeding estimates, while adjusted EPS of $2.90 topped the $2.84 consensus. Management also raised its 2026 outlook, reinforcing confidence in near-term earnings growth. Johnson & Johnson Stock Jumps as Healthcare Rotation Lifts Shares
• Positive Sentiment: FDA clearance expands JNJ’s medical-technology opportunity. The company received authorization for MONARCH QUEST 3, an AI-powered software upgrade adding 3D imaging, planning, and navigation capabilities to its robotic bronchoscopy platform. The development supports JNJ’s broader push into robotic surgery and advanced diagnostics. Johnson & Johnson Expands Robotic Bronchoscopy Push
• Positive Sentiment: Analysts continue to favor JNJ as a defensive growth and income stock. Several analysts maintain Buy or Strong Buy views, citing immunology and neuroscience medicines as potential growth engines that can help offset Stelara’s loss of exclusivity. JNJ’s 64-year record of dividend increases and recent quarterly payout of $1.34 also support its appeal to income-focused investors. Analysts Favor Dividend Aristocrats JNJ and LIN
• Neutral Sentiment: Above-average call-option activity points to increased short-term bullish positioning, but options flows may also increase volatility and are not a substitute for fundamental demand.
• Negative Sentiment: Executive Vice President Jennifer Taubert sold 15,000 shares for approximately $3.95 million, reducing her holdings by 7.16%. Continued insider selling by multiple executives could weigh modestly on sentiment, although the transaction does not by itself indicate weakening business conditions. SEC insider transaction filing

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.