Johnson & Johnson $JNJ Position Reduced by Oppenheimer Asset Management Inc.

Oppenheimer Asset Management Inc. decreased its position in Johnson & Johnson (NYSE:JNJ) by 4.2% during the 2nd quarter, according to its most recent disclosure with the SEC. The fund owned 584,951 shares of the company’s stock after selling 25,874 shares during the period. Johnson & Johnson comprises approximately 1.5% of Oppenheimer Asset Management Inc.’s portfolio, making the stock its 7th biggest holding. Oppenheimer Asset Management Inc.’s holdings in Johnson & Johnson were worth $148,560,000 at the end of the most recent quarter.

Other hedge funds have also made changes to their positions in the company. World Investment Advisors raised its position in shares of Johnson & Johnson by 19.6% during the 4th quarter. World Investment Advisors now owns 161,343 shares of the company’s stock worth $33,390,000 after purchasing an additional 26,450 shares during the last quarter. Principal Financial Group Inc. grew its holdings in Johnson & Johnson by 0.8% during the 4th quarter. Principal Financial Group Inc. now owns 3,410,177 shares of the company’s stock valued at $705,736,000 after buying an additional 28,370 shares during the last quarter. SageGuard Financial Group LLC acquired a new stake in Johnson & Johnson during the 4th quarter valued at $1,019,000. Signal Advisors Wealth LLC increased its position in Johnson & Johnson by 76.1% during the first quarter. Signal Advisors Wealth LLC now owns 15,126 shares of the company’s stock worth $3,697,000 after buying an additional 6,539 shares in the last quarter. Finally, Keybank National Association OH raised its holdings in shares of Johnson & Johnson by 15.6% in the fourth quarter. Keybank National Association OH now owns 1,354,595 shares of the company’s stock worth $280,334,000 after acquiring an additional 183,181 shares during the last quarter. Hedge funds and other institutional investors own 69.55% of the company’s stock.

Insider Activity at Johnson & Johnson

In related news, EVP Kathryn E. Wengel sold 10,000 shares of the business’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 sale, 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 ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through the SEC website. Also, EVP Vanessa Broadhurst sold 23,054 shares of the company’s stock in a transaction that occurred on Monday, July 20th. The stock was sold at an average price of $251.27, for a total transaction of $5,792,778.58. Following the transaction, the executive vice president directly owned 23,003 shares of the company’s stock, valued at $5,779,963.81. This trade represents a 50.06% decrease in their position. The disclosure for this sale is available in the SEC filing. In the last quarter, insiders sold 63,972 shares of company stock worth $16,245,605. 0.16% of the stock is owned by insiders.

Johnson & Johnson News Roundup

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

• Positive Sentiment: The FDA granted 510(k) clearance for the MONARCH QUEST 3 robotic bronchoscopy update. The system adds artificial-intelligence-powered planning, navigation and imaging capabilities, strengthening J&J’s position in the expanding robotic-assisted medical-procedure market. Johnson & Johnson Wins FDA 510(k) Clearance for MONARCH QUEST 3 Update
• Positive Sentiment: The European Commission approved TECVAYLI combined with daratumumab for relapsed or refractory multiple myeloma. The decision was supported by Phase 3 results showing statistically significant progression-free and overall-survival improvements versus standard treatments, potentially expanding sales of J&J’s oncology portfolio. European Commission approves Johnson & Johnson’s TECVAYLI plus daratumumab
• Positive Sentiment: Analysts continue to favor J&J as a dividend-focused healthcare investment, citing its diversified operations and pipeline strength. Recent quarterly results also showed adjusted earnings and revenue ahead of consensus, with revenue up 6.6% year over year and full-year 2026 earnings guidance maintained at $11.60–$11.75 per share. Merck vs. J&J: Which Healthcare Giant Should Investors Choose?
• Neutral Sentiment: J&J’s potential interest in Seaport Therapeutics highlights continued investor focus on neuroscience and business-development opportunities, but no transaction has been announced. Why Bristol Myers, Johnson & Johnson and More Are Watching Seaport After IPO
• Negative Sentiment: Patent-protection losses remain a longer-term risk for several established drugs, although new medicines and recent approvals could help offset declining legacy-product sales. Johnson & Johnson Just Sent Shareholders an Important Message About Its Future

Wall Street Analysts Forecast Growth

JNJ has been the topic of several recent research reports. Weiss Ratings raised Johnson & Johnson from a “buy (b-)” rating to a “buy (b)” rating in a research note on Friday, July 24th. Morgan Stanley boosted their target price on shares of Johnson & Johnson from $284.00 to $294.00 and gave the company an “overweight” rating in a research note on Thursday, July 16th. Freedom Capital upgraded shares of Johnson & Johnson from a “hold” rating to a “strong-buy” rating in a report on Thursday, July 16th. Wall Street Zen cut shares of Johnson & Johnson from a “buy” rating to a “hold” rating in a research note on Saturday, August 1st. Finally, Wells Fargo & Company lifted their price target on shares of Johnson & Johnson from $272.00 to $282.00 and gave the stock an “overweight” rating in a report on Monday, August 3rd. One 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. According to MarketBeat.com, Johnson & Johnson presently has an average rating of “Moderate Buy” and an average target price of $268.22.

Johnson & Johnson Price Performance

JNJ stock opened at $270.69 on Friday. Johnson & Johnson has a 52-week low of $173.33 and a 52-week high of $276.47. The stock’s fifty day simple moving average is $255.08 and its 200-day simple moving average is $242.72. The company has a quick ratio of 0.81, a current ratio of 1.09 and a debt-to-equity ratio of 0.44. The stock has a market capitalization of $652.34 billion, a price-to-earnings ratio of 31.37, a price-to-earnings-growth ratio of 2.58 and a beta of 0.24.

Johnson & Johnson (NYSE:JNJ) last announced its quarterly earnings data 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 business had revenue of $25.31 billion during the quarter, compared to the consensus estimate of $25.06 billion. During the same quarter in the previous year, the business earned $2.77 earnings per share. The business’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. Equities research analysts expect that Johnson & Johnson will post 11.61 EPS for the current year.

Johnson & Johnson Dividend Announcement

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

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.