Johnson & Johnson $JNJ Shares Purchased by Signaturefd LLC

Signaturefd LLC lifted its position in shares of Johnson & Johnson (NYSE:JNJ) by 3.0% during the 2nd quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The institutional investor owned 72,573 shares of the company’s stock after acquiring an additional 2,140 shares during the quarter. Signaturefd LLC’s holdings in Johnson & Johnson were worth $18,431,000 as of its most recent SEC filing.

Other hedge funds and other institutional investors have also recently made changes to their positions in the company. Crewe Advisors LLC lifted its holdings in Johnson & Johnson by 14.1% during the second quarter. Crewe Advisors LLC now owns 3,263 shares of the company’s stock valued at $829,000 after purchasing an additional 404 shares in the last quarter. Cascade Investment Group Inc. boosted its holdings in shares of Johnson & Johnson by 1.5% during the 2nd quarter. Cascade Investment Group Inc. now owns 5,569 shares of the company’s stock worth $1,414,000 after purchasing an additional 83 shares during the last quarter. Hunter Associates Investment Management LLC increased its stake in shares of Johnson & Johnson by 4.4% in the 2nd quarter. Hunter Associates Investment Management LLC now owns 46,617 shares of the company’s stock worth $11,847,000 after acquiring an additional 1,985 shares during the last quarter. Ignite Planners LLC increased its position in Johnson & Johnson by 4.4% during the second quarter. Ignite Planners LLC now owns 6,538 shares of the company’s stock worth $1,661,000 after purchasing an additional 273 shares during the last quarter. Finally, BWM Planning LLC increased its holdings in shares of Johnson & Johnson by 7.4% during the 2nd quarter. BWM Planning LLC now owns 6,911 shares of the company’s stock worth $1,755,000 after buying an additional 474 shares during the last quarter. Hedge funds and other institutional investors own 69.55% of the company’s stock.

Wall Street Analysts Forecast Growth

Several brokerages recently issued reports on JNJ. Bank of America boosted 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. Johnson Rice restated a “buy” rating on shares of Johnson & Johnson in a report on Monday, August 3rd. Freedom Capital upgraded shares of Johnson & Johnson from a “hold” rating to a “strong-buy” rating in a report on Thursday, July 16th. Wells Fargo & Company boosted their target price on Johnson & Johnson from $272.00 to $282.00 and gave the stock an “overweight” rating in a research note on Monday, August 3rd. Finally, The Goldman Sachs Group restated a “buy” rating and issued a $282.00 price objective on shares of Johnson & Johnson in a research note 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 assigned a Hold rating to the company’s stock. According to data from MarketBeat.com, Johnson & Johnson currently has a consensus rating of “Moderate Buy” and a consensus target price of $268.22.

Key Headlines Impacting Johnson & Johnson

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

• Positive Sentiment: Strong earnings and higher guidance remain key catalysts. Second-quarter revenue rose 6.6% to $25.31 billion, exceeding estimates, while adjusted EPS of $2.90 topped the $2.84 consensus. Management also raised its 2026 outlook, reinforcing confidence in near-term earnings growth. Johnson & Johnson Stock Jumps as Healthcare Rotation Lifts Shares
• Positive Sentiment: FDA clearance expands JNJ’s medical-technology opportunity. The company received authorization for MONARCH QUEST 3, an AI-powered software upgrade adding 3D imaging, planning, and navigation capabilities to its robotic bronchoscopy platform. The development supports JNJ’s broader push into robotic surgery and advanced diagnostics. Johnson & Johnson Expands Robotic Bronchoscopy Push
• Positive Sentiment: Analysts continue to favor JNJ as a defensive growth and income stock. Several analysts maintain Buy or Strong Buy views, citing immunology and neuroscience medicines as potential growth engines that can help offset Stelara’s loss of exclusivity. JNJ’s 64-year record of dividend increases and recent quarterly payout of $1.34 also support its appeal to income-focused investors. Analysts Favor Dividend Aristocrats JNJ and LIN
• Neutral Sentiment: Above-average call-option activity points to increased short-term bullish positioning, but options flows may also increase volatility and are not a substitute for fundamental demand.
• Negative Sentiment: Executive Vice President Jennifer Taubert sold 15,000 shares for approximately $3.95 million, reducing her holdings by 7.16%. Continued insider selling by multiple executives could weigh modestly on sentiment, although the transaction does not by itself indicate weakening business conditions. SEC insider transaction filing

Insider Buying and Selling at Johnson & Johnson

In related news, EVP Jennifer L. Taubert sold 15,000 shares of the stock in a transaction dated Monday, August 17th. The shares were sold at an average price of $263.36, for a total value of $3,950,400.00. Following the sale, the executive vice president directly owned 194,451 shares of the company’s stock, valued at approximately $51,210,615.36. This represents a 7.16% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available at this hyperlink. Also, EVP Elizabeth Forminard sold 15,918 shares of the firm’s 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 transaction, 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 ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold 63,972 shares of company stock valued at $16,245,605 over the last 90 days. 0.16% of the stock is currently owned by corporate insiders.

Johnson & Johnson Trading Up 0.8%

Shares of Johnson & Johnson stock opened at $273.19 on Thursday. The firm has a market cap of $658.37 billion, a price-to-earnings ratio of 31.66, a price-to-earnings-growth ratio of 2.59 and a beta of 0.24. The company’s 50-day simple moving average is $253.89 and its 200-day simple moving average is $242.23. Johnson & Johnson has a 52-week low of $173.33 and a 52-week high of $276.47. 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 (NYSE:JNJ) last announced its quarterly earnings results on Wednesday, July 15th. The company reported $2.90 earnings per share (EPS) 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 business had revenue of $25.31 billion during the quarter, compared to the consensus estimate of $25.06 billion. During the same quarter last year, the firm posted $2.77 EPS. The business’s revenue was up 6.6% compared to the same quarter last year. Johnson & Johnson has set its FY 2026 guidance at 11.600-11.750 EPS. As a group, equities research analysts anticipate that Johnson & Johnson will post 11.61 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. Shareholders of record on Tuesday, August 25th will be given a dividend of $1.34 per share. This represents a $5.36 dividend on an annualized basis and a yield of 2.0%. The ex-dividend date is Tuesday, August 25th. Johnson & Johnson’s 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.