Tactive Advisors LLC Acquires New Holdings in Johnson & Johnson $JNJ

Tactive Advisors LLC bought a new position in Johnson & Johnson (NYSE:JNJ) in the second quarter, Holdings Channel.com reports. The institutional investor bought 2,676 shares of the company’s stock, valued at approximately $680,000.

Other institutional investors and hedge funds have also recently modified their holdings of the company. Brighton Jones LLC grew its holdings in Johnson & Johnson by 13.9% in 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 last quarter. United Bank lifted its holdings in shares of Johnson & Johnson by 110.7% during the 1st quarter. United Bank now owns 9,279 shares of the company’s stock valued at $1,539,000 after purchasing an additional 4,876 shares during the last quarter. Sivia Capital Partners LLC boosted 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 worth $896,000 after purchasing an additional 692 shares in the last quarter. Wealth Group Ltd. grew its stake in 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 buying an additional 168 shares during the last quarter. Finally, Schnieders Capital Management LLC. increased its position in Johnson & Johnson by 9.8% during the 2nd quarter. Schnieders Capital Management LLC. now owns 73,680 shares of the company’s stock valued at $11,255,000 after buying an additional 6,584 shares in the last quarter. Hedge funds and other institutional investors own 69.55% of the company’s stock.

Analyst Upgrades and Downgrades

Several brokerages have weighed in on JNJ. Barclays raised their price target on Johnson & Johnson from $234.00 to $255.00 and gave the stock an “equal weight” rating in a report on Wednesday, April 15th. Bank of America upped their price objective 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. Daiwa Securities Group lifted their target price on shares of Johnson & Johnson from $237.00 to $246.00 and gave the stock an “outperform” rating in a research note on Thursday, April 16th. Weiss Ratings upgraded shares of Johnson & Johnson from a “buy (b-)” rating to a “buy (b)” rating in a research note on Friday, July 24th. Finally, Wall Street Zen downgraded shares of Johnson & Johnson from a “buy” rating to a “hold” rating in a research note on Saturday, August 1st. One equities research analyst has rated the stock with a Strong Buy rating, eighteen have assigned a Buy rating and six have given a Hold rating to the company’s stock. According to MarketBeat, Johnson & Johnson presently has a consensus rating of “Moderate Buy” and an average target price of $268.22.

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.

Insiders Place Their Bets

In related news, EVP Elizabeth Forminard sold 15,918 shares of the business’s stock in a transaction on Thursday, August 6th. The shares were sold at an average price of $257.00, for a total value of $4,090,926.00. Following the completion of the sale, the executive vice president owned 16,994 shares of the company’s stock, valued at approximately $4,367,458. The trade was a 48.37% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through this hyperlink. Also, EVP Kathryn E. Wengel sold 10,000 shares of the stock in a transaction 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 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 SEC filing for this sale provides additional information. Over the last 90 days, insiders have sold 48,972 shares of company stock worth $12,295,205. 0.16% of the stock is owned by corporate insiders.

Johnson & Johnson Price Performance

NYSE:JNJ opened at $259.03 on Friday. 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 50 day moving average price of $248.47 and a 200-day moving average price of $239.73. Johnson & Johnson has a 1-year low of $170.39 and a 1-year high of $274.90. The firm has a market cap of $624.23 billion, a price-to-earnings ratio of 30.01, a price-to-earnings-growth ratio of 2.47 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 earnings per share for the quarter, beating 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 company had revenue of $25.31 billion during the quarter, compared to analysts’ expectations of $25.06 billion. During the same quarter in the previous year, the company earned $2.77 earnings per share. The firm’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 forecast 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. Investors 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 dividend on an annualized basis and a yield of 2.1%. Johnson & Johnson’s dividend payout ratio is presently 62.11%.

Johnson & Johnson 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.