Osmosis Investment Management UK Ltd Sells 80,782 Shares of Johnson & Johnson $JNJ

Osmosis Investment Management UK Ltd reduced its holdings in shares of Johnson & Johnson (NYSE:JNJ) by 50.8% in the 2nd quarter, according to its most recent filing with the Securities & Exchange Commission. The institutional investor owned 78,182 shares of the company’s stock after selling 80,782 shares during the quarter. Johnson & Johnson makes up approximately 0.9% of Osmosis Investment Management UK Ltd’s holdings, making the stock its 17th biggest position. Osmosis Investment Management UK Ltd’s holdings in Johnson & Johnson were worth $19,856,000 at the end of the most recent quarter.

Other institutional investors have also made changes to their positions in the company. Silver Coast Investments LLC increased its stake in Johnson & Johnson by 3.8% in the 2nd quarter. Silver Coast Investments LLC now owns 1,066 shares of the company’s stock valued at $271,000 after buying an additional 39 shares during the last quarter. Townsend Asset Management Corp NC ADV grew its holdings in shares of Johnson & Johnson by 0.6% in the 2nd quarter. Townsend Asset Management Corp NC ADV now owns 6,418 shares of the company’s stock valued at $1,630,000 after acquiring an additional 39 shares in the last quarter. Denali Advisors LLC increased its position in shares of Johnson & Johnson by 1.2% in the second quarter. Denali Advisors LLC now owns 3,305 shares of the company’s stock valued at $839,000 after acquiring an additional 40 shares during the last quarter. Sierra Capital LLC raised its holdings in Johnson & Johnson by 0.5% during the fourth quarter. Sierra Capital LLC now owns 8,144 shares of the company’s stock worth $1,685,000 after acquiring an additional 41 shares in the last quarter. Finally, Beaird Harris Wealth Management LLC boosted its position in Johnson & Johnson by 1.8% during the fourth quarter. Beaird Harris Wealth Management LLC now owns 2,422 shares of the company’s stock valued at $501,000 after purchasing an additional 42 shares during the last quarter. Institutional investors own 69.55% of the company’s stock.

Johnson & Johnson Price Performance

Johnson & Johnson stock opened at $275.12 on Friday. The company has a market capitalization of $663.01 billion, a price-to-earnings ratio of 31.88, a PEG ratio of 2.66 and a beta of 0.24. The company has a current ratio of 1.09, a quick ratio of 0.81 and a debt-to-equity ratio of 0.44. Johnson & Johnson has a 12 month low of $173.33 and a 12 month high of $281.07. The stock’s 50 day moving average is $261.98 and its 200-day moving average is $245.07.

Johnson & Johnson (NYSE:JNJ) last released its quarterly earnings results on Wednesday, July 15th. The company reported $2.90 earnings per share for the quarter, topping the consensus estimate 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 analysts’ expectations of $25.06 billion. During the same period last year, the firm posted $2.77 EPS. The firm’s revenue for the quarter 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. Equities research analysts expect 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 paid a $1.34 dividend. The ex-dividend date is Tuesday, August 25th. This represents a $5.36 annualized dividend and a dividend yield of 1.9%. Johnson & Johnson’s dividend payout ratio is 62.11%.

Insider Buying and Selling at Johnson & Johnson

In other Johnson & Johnson news, EVP Timothy Schmid sold 33,597 shares of Johnson & Johnson stock in a transaction dated Wednesday, September 2nd. The shares were sold at an average price of $274.74, for a total value of $9,230,439.78. Following the completion of the sale, the executive vice president owned 25,447 shares in the company, valued at $6,991,308.78. The trade was a 56.90% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available through the SEC website. 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 transaction, the executive vice president owned 16,994 shares in the company, valued at approximately $4,367,458. The trade was a 48.37% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders sold 97,569 shares of company stock valued at $25,476,044 in the last quarter. Company insiders own 0.16% of the company’s stock.

Analysts Set New Price Targets

A number of research firms have weighed in on JNJ. Guggenheim raised their price target on Johnson & Johnson from $270.00 to $287.00 and gave the company a “buy” rating in a research note on Thursday, August 6th. The Goldman Sachs Group reissued a “buy” rating and issued a $282.00 price objective on shares of Johnson & Johnson in a report on Thursday, July 16th. HSBC set a $290.00 target price on shares of Johnson & Johnson and gave the company a “buy” rating in a research note on Monday, July 6th. UBS Group initiated coverage on shares of Johnson & Johnson in a research note on Wednesday. They issued a “buy” rating and a $320.00 price target for the company. Finally, Wells Fargo & Company lifted their price objective on shares of Johnson & Johnson from $272.00 to $282.00 and gave the company an “overweight” rating in a research report on Monday, August 3rd. One 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’s stock. According to data from MarketBeat.com, the company currently has a consensus rating of “Moderate Buy” and a consensus target price of $272.83.

Johnson & Johnson News Summary

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

• Positive Sentiment: Analyst sentiment remains supportive. JNJ received an upgrade that helped it reach a new 12-month high, while the broader analyst view is rated “Moderate Buy.” UBS also began coverage, potentially increasing institutional attention. Johnson & Johnson Reaches New 12-Month High Following Analyst Upgrade Johnson & Johnson Receives Average Rating of Moderate Buy
• Positive Sentiment: Johnson & Johnson’s 64-year record of dividend growth remains a key support for income-oriented investors. Strong profitability and the company’s diversified healthcare portfolio help sustain the dividend despite competitive pressure on a major drug. Johnson & Johnson Is Boring Which Makes Its Dividend Nearly Perfect
• Neutral Sentiment: Management will discuss the business at the Deutsche Bank Healthcare Summit on September 17. The event could provide updates on pharmaceuticals, litigation and forward guidance, but it is not itself a change to earnings expectations. Johnson & Johnson to Participate in the Deutsche Bank 2026 Healthcare Summit
• Negative Sentiment: Profit-taking and valuation risk are elevated after JNJ gained about 60% over the past year versus roughly 21% for the S&P 500. Analysts question whether the current price already discounts growth above management’s near-term outlook. Was JNJ Stock Rally Actually Its Own? Is Johnson & Johnson Stock Priced For More Growth Than It Has Guided?
• Negative Sentiment: An executive vice president sold 33,597 shares worth approximately $9.2 million, reducing his holdings by 56.9%. The sale may reinforce short-term concerns about insider conviction, although it does not change JNJ’s fundamentals. SEC insider transaction filing
• Negative Sentiment: An analyst lowered the FY2026 EPS forecast, adding pressure to expectations. Talc litigation also remains unresolved despite a proposed path toward settlement, while the Louisiana verdict continues to focus attention on legal liability and potential costs. Johnson & Johnson dividend and competition analysis

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.