XML Financial LLC Sells 2,209 Shares of Johnson & Johnson $JNJ

XML Financial LLC cut its holdings in shares of Johnson & Johnson (NYSE:JNJ) by 3.5% during the second quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The fund owned 60,680 shares of the company’s stock after selling 2,209 shares during the quarter. Johnson & Johnson comprises 1.1% of XML Financial LLC’s portfolio, making the stock its 19th biggest holding. XML Financial LLC’s holdings in Johnson & Johnson were worth $15,411,000 as of its most recent SEC filing.

Other hedge funds have also added to or reduced their stakes in the company. Vanguard Group Inc. increased its holdings in shares of Johnson & Johnson by 1.6% in the fourth quarter. Vanguard Group Inc. now owns 240,349,660 shares of the company’s stock valued at $49,740,362,000 after purchasing an additional 3,731,074 shares during the last quarter. State Street Corp lifted its stake in shares of Johnson & Johnson by 1.3% during the 4th quarter. State Street Corp now owns 133,869,843 shares of the company’s stock worth $27,704,364,000 after buying an additional 1,663,782 shares during the last quarter. Auto Owners Insurance Co grew its stake in Johnson & Johnson by 22,225.6% in the 4th quarter. Auto Owners Insurance Co now owns 69,419,308 shares of the company’s stock valued at $1,436,633,000 after buying an additional 69,108,368 shares during the last quarter. Geode Capital Management LLC grew its stake in Johnson & Johnson by 3.1% in the 4th quarter. Geode Capital Management LLC now owns 57,953,747 shares of the company’s stock valued at $11,967,947,000 after buying an additional 1,738,292 shares during the last quarter. Finally, Norges Bank bought a new position in Johnson & Johnson in the 4th quarter valued at about $6,924,523,000. Institutional investors and hedge funds own 69.55% of the company’s stock.

Trending Headlines about 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

Analyst Ratings Changes

JNJ has been the subject of a number of research analyst reports. Royal Bank Of Canada boosted their price objective on Johnson & Johnson from $265.00 to $287.00 and gave the stock an “outperform” rating in a report on Monday, July 13th. The Goldman Sachs Group reiterated a “buy” rating and set a $282.00 target price on shares of Johnson & Johnson in a research note on Thursday, July 16th. Johnson Rice restated a “buy” rating on shares of Johnson & Johnson in a research note on Monday, August 3rd. Bank of America upped their price objective on Johnson & Johnson from $254.00 to $263.00 and gave the company a “neutral” rating in a report on Friday, July 10th. Finally, HSBC set a $290.00 target price on Johnson & Johnson and gave the stock a “buy” rating in a report on Monday, July 6th. One analyst has rated the stock with a Strong Buy rating, eighteen have issued a Buy rating and six have assigned a Hold rating to the company. According to MarketBeat.com, the stock currently has a consensus rating of “Moderate Buy” and an average target price of $268.22.

Insider Transactions at Johnson & Johnson

In other news, EVP Kathryn E. Wengel sold 10,000 shares of the company’s stock in a transaction that occurred on Thursday, June 11th. The stock was 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 transaction was disclosed in a filing with the SEC, which is available through this hyperlink. Also, EVP Vanessa Broadhurst sold 23,054 shares of the firm’s stock in a transaction that occurred on Monday, July 20th. The shares were sold at an average price of $251.27, for a total transaction 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 approximately $5,779,963.81. This trade represents a 50.06% decrease in their position. The SEC filing for this sale provides additional information. Insiders sold 63,972 shares of company stock worth $16,245,605 in the last 90 days. 0.16% of the stock is currently owned by company insiders.

Johnson & Johnson Trading Up 0.8%

Shares of JNJ stock opened at $273.19 on Thursday. Johnson & Johnson has a fifty-two week low of $173.33 and a fifty-two week high of $276.47. The stock’s fifty day moving average price is $253.89 and its two-hundred day moving average price is $242.23. The company has a debt-to-equity ratio of 0.44, a quick ratio of 0.81 and a current ratio of 1.09. The company has a market cap of $658.37 billion, a PE ratio of 31.66, a P/E/G ratio of 2.59 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 (EPS) for the quarter, topping analysts’ consensus estimates of $2.84 by $0.06. The business had revenue of $25.31 billion during 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 firm’s quarterly revenue was up 6.6% compared to the same quarter last year. During the same period in the prior year, the company earned $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 11.61 EPS for the current fiscal 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 issued a $1.34 dividend. This represents a $5.36 dividend on an annualized basis and a yield of 2.0%. The ex-dividend date of this dividend is Tuesday, August 25th. Johnson & Johnson’s dividend payout ratio is presently 62.11%.

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.