GWN Securities Inc. Trims Stock Position in Johnson & Johnson $JNJ

GWN Securities Inc. trimmed its stake in shares of Johnson & Johnson (NYSE:JNJ) by 9.5% in the second quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The firm owned 22,279 shares of the company’s stock after selling 2,349 shares during the quarter. Johnson & Johnson comprises 0.9% of GWN Securities Inc.’s investment portfolio, making the stock its 17th biggest holding. GWN Securities Inc.’s holdings in Johnson & Johnson were worth $5,658,000 as of its most recent filing with the Securities and Exchange Commission.

A number of other institutional investors have also modified their holdings of JNJ. Parr Mcknight Wealth Management Group LLC raised its stake in shares of Johnson & Johnson by 10.9% during the second quarter. Parr Mcknight Wealth Management Group LLC now owns 52,427 shares of the company’s stock worth $13,315,000 after purchasing an additional 5,142 shares during the last quarter. Cynosure Group LLC grew its position in Johnson & Johnson by 44.3% in the 2nd quarter. Cynosure Group LLC now owns 3,180 shares of the company’s stock valued at $808,000 after buying an additional 976 shares during the last quarter. Beacon Bridge Wealth Partners LLC increased its stake in Johnson & Johnson by 7.3% in the 2nd quarter. Beacon Bridge Wealth Partners LLC now owns 1,740 shares of the company’s stock valued at $442,000 after buying an additional 118 shares during the period. Bank Hapoalim BM increased its stake in Johnson & Johnson by 15.4% in the 2nd quarter. Bank Hapoalim BM now owns 1,238 shares of the company’s stock valued at $314,000 after buying an additional 165 shares during the period. Finally, Juno Financial Group LLC purchased a new position in Johnson & Johnson during the 2nd quarter worth $210,000. Institutional investors and hedge funds own 69.55% of the company’s stock.

More Johnson & Johnson News

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

• Positive Sentiment: The FDA approved Imaavy (nipocalimab) as the first specifically indicated treatment for warm autoimmune hemolytic anemia (wAIHA) in adults and patients aged 12 and older who currently or previously received corticosteroids. The approval expands J&J’s immunology franchise, addresses an unmet need in a rare, life-threatening disease and provides another potential growth driver for the company’s FcRn antibody platform. FDA approves Imaavy for wAIHA
• Positive Sentiment: Analysts and industry coverage view Imaavy’s approval as progress toward J&J’s goal of achieving approximately $5 billion in peak sales for the drug, although the initial wAIHA patient population is relatively small. The company also received European approval to expand the use of its cancer medicine Tecvayli, broadening its oncology reach. Imaavy and Tecvayli approvals
• Positive Sentiment: J&J’s recent operating momentum remains supportive: its latest quarterly results exceeded revenue and earnings expectations, revenue rose year over year, and management set fiscal 2026 EPS guidance of $11.60-$11.75. J&J pipeline momentum
• Neutral Sentiment: Healthcare stocks have benefited from investors seeking stability amid weakness or elevated valuations in technology shares. J&J’s defensive profile and dividend consistency may support demand, though higher Treasury yields make dividend stocks less relatively attractive. Investors seek stability in J&J
• Neutral Sentiment: J&J shares have risen more than 50% over the past year and are near their 12-month high. Commentary describes the stock as a hold, suggesting that much of the pipeline and earnings optimism may already be reflected in the valuation.
• Negative Sentiment: A Louisiana jury awarded $10 million in a talc-related mesothelioma case, renewing concerns about the company’s asbestos litigation liabilities despite J&J’s proposed multibillion-dollar settlement. FDA approval and talc litigation coverage
• Negative Sentiment: Investors continue to monitor the rapid erosion of Stelara following patent and exclusivity losses, making successful launches such as Imaavy important for replacing declining revenue from older products. J&J patent-cliff comparison

Analysts Set New Price Targets

JNJ has been the topic of several analyst reports. Bank of America lifted their target price on shares of Johnson & Johnson from $254.00 to $263.00 and gave the company a “neutral” rating in a report on Friday, July 10th. Argus set a $300.00 price objective on shares of Johnson & Johnson in a research report on Wednesday, July 29th. Citigroup lifted their price objective on Johnson & Johnson from $285.00 to $298.00 and gave the company a “buy” rating in a report on Wednesday, July 8th. HSBC set a $290.00 target price on Johnson & Johnson and gave the stock a “buy” rating in a research report on Monday, July 6th. Finally, Morgan Stanley raised their price target on Johnson & Johnson from $284.00 to $294.00 and gave the company an “overweight” rating in a report on Thursday, July 16th. One investment 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 stock. According to data from MarketBeat, the stock currently has a consensus rating of “Moderate Buy” and a consensus target price of $268.22.

Johnson & Johnson Stock Performance

Shares of JNJ opened at $273.28 on Wednesday. The company has a quick ratio of 0.81, a current ratio of 1.09 and a debt-to-equity ratio of 0.44. Johnson & Johnson has a 52-week low of $173.33 and a 52-week high of $276.47. The company has a 50-day simple moving average of $256.59 and a 200-day simple moving average of $243.36. The company has a market capitalization of $658.58 billion, a PE ratio of 31.67, a P/E/G ratio of 2.61 and a beta of 0.24.

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

Johnson & Johnson Dividend Announcement

The company also recently declared a quarterly dividend, which will be paid on Tuesday, September 8th. Investors 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 dividend on an annualized basis and a dividend yield of 2.0%. Johnson & Johnson’s dividend payout ratio is currently 62.11%.

Insider Transactions at Johnson & Johnson

In other Johnson & Johnson news, EVP Vanessa Broadhurst sold 23,054 shares of the company’s stock in a transaction on 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 sale, the executive vice president owned 23,003 shares of the company’s stock, valued at approximately $5,779,963.81. This represents a 50.06% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through the SEC website. Also, EVP Elizabeth Forminard sold 15,918 shares of the firm’s stock in a transaction dated Thursday, August 6th. The shares were sold at an average price of $257.00, for a total transaction of $4,090,926.00. Following the transaction, the executive vice president owned 16,994 shares of the company’s stock, valued at $4,367,458. This trade represents a 48.37% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold a total of 63,972 shares of company stock valued at $16,245,605 in the last three months. 0.16% of the stock is owned by company insiders.

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.