Johnson & Johnson $JNJ Shares Purchased by Victrix Investment Advisors

Victrix Investment Advisors grew its stake in shares of Johnson & Johnson (NYSE:JNJ) by 9.1% in the second quarter, HoldingsChannel.com reports. The fund owned 28,068 shares of the company’s stock after acquiring an additional 2,351 shares during the quarter. Johnson & Johnson comprises about 3.0% of Victrix Investment Advisors’ investment portfolio, making the stock its 10th biggest position. Victrix Investment Advisors’ holdings in Johnson & Johnson were worth $7,129,000 at the end of the most recent quarter.

Several other large investors also recently modified their holdings of JNJ. Brighton Jones LLC lifted its position in Johnson & Johnson by 13.9% during the fourth quarter. Brighton Jones LLC now owns 51,876 shares of the company’s stock worth $7,502,000 after purchasing an additional 6,332 shares during the period. United Bank increased its holdings in Johnson & Johnson by 110.7% in the 1st quarter. United Bank now owns 9,279 shares of the company’s stock valued at $1,539,000 after buying an additional 4,876 shares during the period. Sivia Capital Partners LLC raised its position in shares of Johnson & Johnson by 13.4% in the 2nd quarter. Sivia Capital Partners LLC now owns 5,863 shares of the company’s stock valued at $896,000 after buying an additional 692 shares in the last quarter. Wealth Group Ltd. lifted its holdings in shares of Johnson & Johnson by 12.8% during the 2nd quarter. Wealth Group Ltd. now owns 1,482 shares of the company’s stock worth $226,000 after acquiring an additional 168 shares during the period. Finally, Schnieders Capital Management LLC. lifted its holdings in shares of Johnson & Johnson by 9.8% during the 2nd quarter. Schnieders Capital Management LLC. now owns 73,680 shares of the company’s stock worth $11,255,000 after acquiring an additional 6,584 shares during the period. 69.55% of the stock is owned by institutional investors and hedge funds.

Johnson & Johnson Price Performance

Shares of NYSE:JNJ opened at $259.03 on Friday. Johnson & Johnson has a one year low of $170.39 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 company has a market cap of $624.23 billion, a price-to-earnings ratio of 30.01, a PEG ratio of 2.45 and a beta of 0.24. The firm has a 50 day simple moving average of $248.47 and a 200 day simple moving average of $239.73.

Johnson & Johnson (NYSE:JNJ) last posted its earnings results on Wednesday, July 15th. The company reported $2.90 earnings per share for the quarter, topping analysts’ consensus estimates of $2.84 by $0.06. The firm had revenue of $25.31 billion for the quarter, compared to analysts’ expectations of $25.06 billion. Johnson & Johnson had a net margin of 21.48% and a return on equity of 32.42%. The company’s revenue was up 6.6% on a year-over-year basis. During the same quarter in the previous year, the firm posted $2.77 earnings per share. Johnson & Johnson has set its FY 2026 guidance at 11.600-11.750 EPS. Research analysts predict that Johnson & Johnson will post 11.61 earnings per share for the current fiscal year.

Johnson & Johnson Announces Dividend

The company also recently disclosed a quarterly dividend, which will be paid on Tuesday, September 8th. Investors of record on Tuesday, August 25th will be given a dividend of $1.34 per share. The ex-dividend date is Tuesday, August 25th. This represents a $5.36 dividend on an annualized basis and a yield of 2.1%. Johnson & Johnson’s payout ratio is currently 62.11%.

Insiders Place Their Bets

In other Johnson & Johnson news, EVP Vanessa Broadhurst sold 23,054 shares of the company’s stock in a transaction dated 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 completion of the transaction, the executive vice president owned 23,003 shares of the company’s stock, valued at $5,779,963.81. This represents a 50.06% 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 Kathryn E. Wengel sold 10,000 shares of the stock in a transaction dated 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 owned 114,288 shares of the company’s stock, valued at $27,560,551.20. This represents a 8.05% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders sold a total of 48,972 shares of company stock valued at $12,295,205 in the last 90 days. Corporate insiders own 0.16% of the company’s stock.

Key Headlines Impacting Johnson & Johnson

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

• Positive Sentiment: Dividend appeal remains a key support. Recent coverage highlights JNJ as a blue-chip income stock with a long record of dividend growth and defensive fundamentals, which may attract investors seeking stability amid elevated interest rates. Why is Johnson & Johnson drawing dividend attention today? Top dividend stocks to buy and hold
• Positive Sentiment: Reported talc settlement removes a major legal overhang. JNJ agreed to a reported $5.5 billion settlement covering tens of thousands of talc lawsuits. While costly, resolving the claims could improve legal and financial visibility and reduce uncertainty surrounding the company. Johnson & Johnson reaches $5.5 billion talc settlement
• Positive Sentiment: Citi issued a Buy rating, adding to the favorable analyst backdrop. JNJ’s latest reported quarter also exceeded expectations, with revenue rising 6.6% year over year and earnings surpassing consensus estimates. Johnson & Johnson gets a Buy from Citi
• Neutral Sentiment: Coverage says JNJ has remained steady during a division transition. The company is also investing more than $1 billion to expand U.S. contact-lens production, a potential long-term growth initiative, although near-term returns remain uncertain. Why Johnson & Johnson is steady amid a division transition
• Negative Sentiment: The talc agreement represents a substantial cash and earnings burden, and investors may continue evaluating whether the settlement fully resolves future claims and related costs.

Analyst Upgrades and Downgrades

A number of research analysts recently issued reports on the stock. Barclays lifted their price objective on shares of Johnson & Johnson from $234.00 to $255.00 and gave the company an “equal weight” rating in a research note on Wednesday, April 15th. Scotiabank restated an “outperform” rating and set a $305.00 target price on shares of Johnson & Johnson in a research note on Thursday, July 16th. Wells Fargo & Company lifted their price target on Johnson & Johnson from $272.00 to $282.00 and gave the company an “overweight” rating in a research note on Monday, August 3rd. Argus set a $300.00 price target on Johnson & Johnson in a report on Wednesday, July 29th. Finally, Royal Bank Of Canada upped their price objective on Johnson & Johnson from $265.00 to $287.00 and gave the stock an “outperform” rating in a research report on Monday, July 13th. One investment analyst has rated the stock with a Strong Buy rating, eighteen have issued a Buy rating and six have issued a Hold rating to the company. Based on data from MarketBeat.com, the stock currently has a consensus rating of “Moderate Buy” and a consensus price target of $268.22.

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.