Wellington Management Group LLP Buys 2,513,321 Shares of Johnson & Johnson $JNJ

Wellington Management Group LLP boosted its position in shares of Johnson & Johnson (NYSE:JNJ) by 12.5% during the 2nd quarter, Holdings Channel reports. The institutional investor owned 22,588,696 shares of the company’s stock after purchasing an additional 2,513,321 shares during the quarter. Johnson & Johnson makes up approximately 1.0% of Wellington Management Group LLP’s investment portfolio, making the stock its 12th biggest position. Wellington Management Group LLP’s holdings in Johnson & Johnson were worth $5,736,851,000 at the end of the most recent reporting period.

A number of other hedge funds have also recently bought and sold shares of the company. Lombard Odier Asset Management Europe Ltd increased its stake in shares of Johnson & Johnson by 45.5% in the 2nd quarter. Lombard Odier Asset Management Europe Ltd now owns 82,882 shares of the company’s stock valued at $21,050,000 after buying an additional 25,929 shares during the period. Archer Investment Corp boosted its holdings in Johnson & Johnson by 0.7% in the second quarter. Archer Investment Corp now owns 15,648 shares of the company’s stock valued at $3,974,000 after acquiring an additional 108 shares during the last quarter. Financial Avengers Inc. increased its position in Johnson & Johnson by 1.1% in the second quarter. Financial Avengers Inc. now owns 47,625 shares of the company’s stock worth $12,095,000 after purchasing an additional 532 shares during the period. Livforsakringsbolaget Skandia Omsesidigt increased its position in Johnson & Johnson by 4.9% in the second quarter. Livforsakringsbolaget Skandia Omsesidigt now owns 222,206 shares of the company’s stock worth $56,431,000 after purchasing an additional 10,400 shares during the period. Finally, Rakuten Investment Management Inc. raised its holdings in Johnson & Johnson by 10.1% during the 2nd quarter. Rakuten Investment Management Inc. now owns 393,806 shares of the company’s stock worth $101,803,000 after purchasing an additional 36,182 shares during the last quarter. 69.55% of the stock is currently owned by institutional investors.

Key Johnson & Johnson News

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

• Positive Sentiment: Jim Cramer called the pullback a buying opportunity, citing Johnson & Johnson’s defensive characteristics and long-term stability. The commentary may support investor interest, but it is opinion-based rather than a new company catalyst. Cramer says it is time to buy the dip on JNJ
• Positive Sentiment: Johnson & Johnson announced that 24 abstracts will be presented at Psych Congress 2026, including the first pivotal Phase 3 CAPLYTA data in adults with bipolar mania, along with new SPRAVATO analyses and schizophrenia research. The updates could strengthen confidence in the company’s neuropsychiatry pipeline and future pharmaceutical growth. Johnson & Johnson neuropsychiatry data announcement
• Neutral Sentiment: Investors are watching defensive stocks such as JNJ ahead of upcoming CPI data and the Federal Reserve’s rate decision. The company’s dividend and healthcare exposure may provide stability, but interest-rate and macroeconomic uncertainty are driving near-term volatility. Defensive stocks to watch as CPI and the Fed test the rally
• Neutral Sentiment: A comparison with Eli Lilly frames JNJ as the steadier, more established investment, but with less breakout-growth potential. The article highlights the trade-off between JNJ’s stability and pharmaceutical-industry growth opportunities. Lilly versus J&J investment comparison
• Negative Sentiment: An executive sold approximately $9.23 million of JNJ stock. While insider selling does not necessarily indicate weakening fundamentals, the transaction can create a modest sentiment overhang. Johnson & Johnson executive stock sale

Johnson & Johnson Trading Down 2.3%

JNJ opened at $269.04 on Wednesday. The firm’s fifty day moving average is $262.61 and its two-hundred day moving average is $245.47. The firm has a market cap of $648.35 billion, a PE ratio of 31.17, a price-to-earnings-growth ratio of 2.63 and a beta of 0.24. Johnson & Johnson has a twelve month low of $173.33 and a twelve month high of $281.07. 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 announced its quarterly earnings results on Wednesday, July 15th. The company reported $2.90 earnings per share (EPS) for the quarter, beating the consensus estimate 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 analyst estimates of $25.06 billion. During the same quarter in the previous year, the business earned $2.77 EPS. The firm’s revenue 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 anticipate that Johnson & Johnson will post 11.61 EPS for the current year.

Johnson & Johnson Announces Dividend

The firm also recently declared a quarterly dividend, which was paid on Tuesday, September 8th. Shareholders of record on Tuesday, August 25th were issued a $1.34 dividend. This represents a $5.36 annualized dividend and a dividend yield of 2.0%. The ex-dividend date was Tuesday, August 25th. Johnson & Johnson’s dividend payout ratio is 62.11%.

Wall Street Analysts Forecast Growth

Several research analysts have recently issued reports on the stock. TD Cowen raised their target price on shares of Johnson & Johnson from $250.00 to $300.00 and gave the company a “buy” rating in a research note on Monday, July 13th. Citigroup raised their price objective on shares of Johnson & Johnson from $285.00 to $298.00 and gave the company a “buy” rating in a research note on Wednesday, July 8th. Royal Bank Of Canada upped their target price on shares of Johnson & Johnson from $265.00 to $287.00 and gave the company an “outperform” rating in a research report on Monday, July 13th. Stifel Nicolaus set a $260.00 price target on Johnson & Johnson in a research note on Wednesday, July 15th. Finally, Bank of America lifted their price objective on Johnson & Johnson from $254.00 to $263.00 and gave the stock a “neutral” rating in a research note on Friday, July 10th. One analyst has rated the stock with a Strong Buy rating, eighteen have given a Buy rating and six have issued a Hold rating to the company’s stock. According to MarketBeat.com, Johnson & Johnson presently has an average rating of “Moderate Buy” and an average target price of $272.83.

Insider Buying and Selling

In other news, EVP Timothy Schmid sold 33,597 shares of the firm’s stock in a transaction dated Wednesday, September 2nd. The stock was sold at an average price of $274.74, for a total transaction of $9,230,439.78. Following the sale, the executive vice president owned 25,447 shares of the company’s stock, valued at $6,991,308.78. This trade represents a 56.90% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is available through this hyperlink. Also, EVP Elizabeth Forminard sold 15,918 shares of Johnson & Johnson stock in a transaction dated 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 transaction, the executive vice president owned 16,994 shares in the company, valued at $4,367,458. This trade represents a 48.37% decrease in their position. The disclosure for this sale is available in the SEC filing. Over the last ninety days, insiders sold 97,569 shares of company stock valued at $25,476,044. 0.16% of the stock is owned by company insiders.

About Johnson & Johnson

Johnson & Johnson (NYSE: JNJ) is a global healthcare company that develops, manufactures and markets pharmaceutical and medical device products. Founded in 1886 and headquartered in New Brunswick, New Jersey, the company serves patients, healthcare professionals and institutions in markets around the world.

Johnson & Johnson operates through two primary business segments: Innovative Medicine and MedTech. Innovative Medicine focuses on prescription treatments in areas including immunology, oncology, neuroscience, cardiovascular and metabolic disease, infectious diseases, and pulmonary hypertension.