Johnson & Johnson $JNJ is Evelyn Partners Investment Management Services Ltd’s 8th Largest Position

Evelyn Partners Investment Management Services Ltd raised its holdings in shares of Johnson & Johnson (NYSE:JNJ) by 5.3% in the 1st quarter, according to the company in its most recent 13F filing with the SEC. The institutional investor owned 103,098 shares of the company’s stock after acquiring an additional 5,210 shares during the quarter. Johnson & Johnson makes up 3.0% of Evelyn Partners Investment Management Services Ltd’s investment portfolio, making the stock its 8th biggest holding. Evelyn Partners Investment Management Services Ltd’s holdings in Johnson & Johnson were worth $25,201,000 as of its most recent SEC filing.

Several other hedge funds and other institutional investors have also made changes to their positions in the business. Excelsior Advisor Network LLC boosted its holdings in Johnson & Johnson by 9.6% in the first quarter. Excelsior Advisor Network LLC now owns 6,290 shares of the company’s stock valued at $1,537,000 after purchasing an additional 550 shares in the last quarter. Quantinno Capital Management LP raised its holdings in Johnson & Johnson by 28.2% during the first quarter. Quantinno Capital Management LP now owns 1,608,028 shares of the company’s stock worth $393,066,000 after purchasing an additional 353,259 shares in the last quarter. Lazard Asset Management LLC lifted its position in shares of Johnson & Johnson by 44.0% during the 1st quarter. Lazard Asset Management LLC now owns 1,302,952 shares of the company’s stock worth $318,494,000 after buying an additional 398,406 shares during the last quarter. Cardiff Park Advisors LLC boosted its holdings in shares of Johnson & Johnson by 4.2% in the 1st quarter. Cardiff Park Advisors LLC now owns 10,601 shares of the company’s stock valued at $2,591,000 after buying an additional 426 shares in the last quarter. Finally, Intelligence Driven Advisers LLC purchased a new position in shares of Johnson & Johnson in the 1st quarter valued at $271,000. Institutional investors and hedge funds own 69.55% of the company’s stock.

Johnson & Johnson Price Performance

Johnson & Johnson stock opened at $266.35 on Tuesday. 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 50 day simple moving average of $243.46 and a 200-day simple moving average of $236.98. Johnson & Johnson has a 12 month low of $164.23 and a 12 month high of $269.43. The stock has a market capitalization of $641.88 billion, a PE ratio of 30.86, a price-to-earnings-growth ratio of 2.50 and a beta of 0.24.

Johnson & Johnson (NYSE:JNJ) last posted its quarterly earnings data on Wednesday, July 15th. The company reported $2.90 earnings per share for the quarter, beating analysts’ consensus estimates of $2.84 by $0.06. The firm had revenue of $25.31 billion for the quarter, compared to analyst estimates of $25.06 billion. Johnson & Johnson had a net margin of 21.48% and a return on equity of 32.42%. Johnson & Johnson’s quarterly revenue was up 6.6% on a year-over-year basis. During the same period last year, the firm posted $2.77 EPS. Johnson & Johnson has set its FY 2026 guidance at 11.600-11.750 EPS. Equities analysts predict that Johnson & Johnson will post 11.68 earnings per share for the current year.

Johnson & Johnson Dividend Announcement

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

Johnson & Johnson News Roundup

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

• Positive Sentiment: Johnson & Johnson reported second-quarter revenue of $25.31 billion, up 6.6% year over year and ahead of analyst expectations. Adjusted EPS of $2.90 also exceeded consensus estimates, while management raised its 2026 earnings outlook to $11.60–$11.75 per share. Johnson & Johnson Raised Its Outlook
• Positive Sentiment: The proposed talc settlement could remove a major source of legal uncertainty for Johnson & Johnson by resolving tens of thousands of ovarian-cancer claims, provided at least 95% of remaining claims participate. The agreement follows a favorable ruling by the federal multidistrict-litigation court. Johnson & Johnson Agrees to Pay Up to $5.5 Billion to Settle Talc Lawsuits

Insider Activity

In other news, EVP Kathryn E. Wengel sold 10,000 shares of the business’s stock in a transaction dated 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 directly owned 114,288 shares in the company, valued at $27,560,551.20. The trade was a 8.05% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which is available through this link. 0.16% of the stock is currently owned by company insiders.

Analysts Set New Price Targets

Several brokerages recently commented on JNJ. Bank of America lifted their price target on shares of Johnson & Johnson from $254.00 to $263.00 and gave the stock a “neutral” rating in a research note on Friday, July 10th. JPMorgan Chase & Co. raised their price objective on Johnson & Johnson from $250.00 to $260.00 and gave the stock a “neutral” rating in a report on Wednesday, April 15th. TD Cowen lifted their target price on Johnson & Johnson from $250.00 to $300.00 and gave the stock a “buy” rating in a research report on Monday, July 13th. Guggenheim reissued a “buy” rating and issued a $270.00 target price on shares of Johnson & Johnson in a report on Friday, July 17th. Finally, Wells Fargo & Company upped their target price on Johnson & Johnson from $263.00 to $272.00 and gave the company an “overweight” rating in a research report on Thursday, July 16th. One investment 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 company’s stock. According to data from MarketBeat, the company has a consensus rating of “Moderate Buy” and a consensus target price of $265.30.

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.