Generali Investments Management Co LLC Purchases 3,127 Shares of Johnson & Johnson $JNJ

Generali Investments Management Co LLC increased its position in shares of Johnson & Johnson (NYSE:JNJ) by 10.5% in the 2nd quarter, according to the company in its most recent disclosure with the SEC. The fund owned 32,881 shares of the company’s stock after purchasing an additional 3,127 shares during the quarter. Johnson & Johnson accounts for 1.8% of Generali Investments Management Co LLC’s investment portfolio, making the stock its 10th biggest holding. Generali Investments Management Co LLC’s holdings in Johnson & Johnson were worth $8,351,000 at the end of the most recent quarter.

Several other large investors also recently bought and sold shares of the company. Blueline Advisors LLC purchased a new position in Johnson & Johnson during the 4th quarter valued at about $25,000. Cresta Advisors Ltd. purchased a new stake in shares of Johnson & Johnson in the fourth quarter valued at about $26,000. DecisionPoint Financial LLC grew its position in shares of Johnson & Johnson by 104.2% in the fourth quarter. DecisionPoint Financial LLC now owns 147 shares of the company’s stock valued at $30,000 after purchasing an additional 75 shares during the last quarter. Semmax Financial Advisors Inc. increased its stake in shares of Johnson & Johnson by 55.0% during the 2nd quarter. Semmax Financial Advisors Inc. now owns 203 shares of the company’s stock worth $31,000 after purchasing an additional 72 shares in the last quarter. Finally, Family CFO Inc acquired a new position in shares of Johnson & Johnson during the 4th quarter worth approximately $31,000. Institutional investors and hedge funds own 69.55% of the company’s stock.

Insider Activity

In other news, EVP Vanessa Broadhurst sold 23,054 shares of the business’s stock in a transaction dated 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 completion of the sale, the executive vice president owned 23,003 shares in the company, valued at approximately $5,779,963.81. The trade was a 50.06% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through this link. Also, EVP Elizabeth Forminard sold 15,918 shares of the stock in a transaction that occurred on Thursday, August 6th. The stock was sold at an average price of $257.00, for a total transaction of $4,090,926.00. Following the sale, the executive vice president directly owned 16,994 shares of the company’s stock, valued at approximately $4,367,458. This trade represents a 48.37% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold 48,972 shares of company stock valued at $12,295,205 in the last three months. Corporate insiders own 0.16% of the company’s stock.

Analysts Set New Price Targets

JNJ has been the topic of a number of analyst reports. Barclays increased their target price on Johnson & Johnson from $234.00 to $255.00 and gave the company an “equal weight” rating in a report on Wednesday, April 15th. Wells Fargo & Company increased their price objective on Johnson & Johnson from $272.00 to $282.00 and gave the company an “overweight” rating in a research note on Monday, August 3rd. TD Cowen lifted their price objective on Johnson & Johnson from $250.00 to $300.00 and gave the stock a “buy” rating in a research report on Monday, July 13th. The Goldman Sachs Group reissued a “buy” rating and issued a $282.00 target price on shares of Johnson & Johnson in a research note on Thursday, July 16th. Finally, Leerink Partners upgraded shares of Johnson & Johnson from a “market perform” rating to an “outperform” rating and set a $265.00 target price on the stock in a report on Wednesday, May 13th. One 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. Based on data from MarketBeat, Johnson & Johnson has a consensus rating of “Moderate Buy” and an average price target of $268.22.

Johnson & Johnson Stock Performance

Shares of JNJ stock opened at $260.80 on Tuesday. The firm has a market capitalization of $628.50 billion, a price-to-earnings ratio of 30.22, a price-to-earnings-growth ratio of 2.47 and a beta of 0.24. The company has a 50 day moving average price of $249.21 and a 200 day moving average price of $240.18. Johnson & Johnson has a one year low of $171.81 and a one year high of $274.90. The company has a debt-to-equity ratio of 0.44, a quick ratio of 0.81 and a current ratio of 1.09.

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 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 period in the prior year, the firm posted $2.77 EPS. 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. Sell-side analysts anticipate that Johnson & Johnson will post 11.61 EPS for the current year.

Johnson & Johnson Dividend Announcement

The company also recently disclosed 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. This represents a $5.36 dividend on an annualized basis and a dividend yield of 2.1%. The ex-dividend date is Tuesday, August 25th. Johnson & Johnson’s dividend payout ratio (DPR) is 62.11%.

Johnson & Johnson News Roundup

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

• Positive Sentiment: Strong second-quarter results and raised outlook: J&J reported sales of $25.31 billion, up nearly 7% year over year and above expectations, while adjusted EPS of $2.90 exceeded consensus. Management raised or reaffirmed a fiscal 2026 EPS outlook of $11.60–$11.75, supporting the recent share-price gains. Johnson & Johnson vs Abbott Laboratories: Which Healthcare Giant Offers the More Compelling Growth Story After Earnings?
• Positive Sentiment: Growth-focused restructuring: Coverage highlights J&J’s efforts to reshape its businesses, including potential separation or restructuring initiatives, as the 140-year-old company seeks faster growth beyond its traditional dividend and consumer-health profile. Investors may view the changes as a way to unlock value and improve business focus. 140-year-old Dividend King eyes bold update to unlock new growth
• Positive Sentiment: MedTech expansion: FDA De Novo authorization for the OTTAVA robotic surgical system gives J&J an entry point into U.S. soft-tissue robotic surgery. The opportunity could expand its medical-device growth profile, although Intuitive Surgical has a substantial competitive lead. Can Johnson & Johnson Challenge Intuitive Surgical After Ottava’s FDA Approval?
• Positive Sentiment: Cardiac-care agreement: A multiyear preferred-portfolio agreement with ACCESS GPO will support adoption of J&J’s cardiac electrophysiology technologies at U.S. ambulatory surgery centers, potentially strengthening recurring MedTech demand. ACCESS Announces Multi-Year Strategic Agreement
• Neutral Sentiment: Income appeal remains intact: J&J has raised its dividend for 64 consecutive years, but the recent rally has reduced its dividend yield. Brokerages currently assign the stock an average “Moderate Buy” rating. Johnson & Johnson Has Increased Its Dividend for 64 Consecutive Years
• Negative Sentiment: Valuation and competition are risks: With J&J trading close to its annual high and at roughly 30 times earnings, further gains may require continued execution. OTTAVA also faces entrenched competition from Intuitive Surgical, while an insider sale of 15,918 shares may create a modest sentiment overhang. Elizabeth Forminard Sells Shares of Johnson & Johnson

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.