Transcend Capital Advisors LLC Has $10.95 Million Stock Position in Johnson & Johnson $JNJ

Transcend Capital Advisors LLC lifted its position in Johnson & Johnson (NYSE:JNJ) by 5.1% in the second quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The institutional investor owned 43,125 shares of the company’s stock after buying an additional 2,078 shares during the period. Johnson & Johnson comprises 0.7% of Transcend Capital Advisors LLC’s holdings, making the stock its 23rd largest position. Transcend Capital Advisors LLC’s holdings in Johnson & Johnson were worth $10,952,000 at the end of the most recent quarter.

Several other hedge funds and other institutional investors have also recently added to or reduced their stakes in the business. Silver Coast Investments LLC raised its position in shares of Johnson & Johnson by 3.8% during the second quarter. Silver Coast Investments LLC now owns 1,066 shares of the company’s stock worth $271,000 after purchasing an additional 39 shares during the period. Townsend Asset Management Corp NC ADV boosted its position in shares of Johnson & Johnson by 0.6% during the second quarter. Townsend Asset Management Corp NC ADV now owns 6,418 shares of the company’s stock worth $1,630,000 after buying an additional 39 shares during the period. Sierra Capital LLC boosted its position in Johnson & Johnson by 0.5% during the 4th quarter. Sierra Capital LLC now owns 8,144 shares of the company’s stock worth $1,685,000 after acquiring an additional 41 shares during the last quarter. Beaird Harris Wealth Management LLC grew its position in Johnson & Johnson by 1.8% in 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 in the last quarter. Finally, Ballast Advisors LLC grew its holdings in shares of Johnson & Johnson by 1.2% in the 1st quarter. Ballast Advisors LLC now owns 3,598 shares of the company’s stock valued at $879,000 after acquiring an additional 42 shares in the last quarter. 69.55% of the stock is currently owned by institutional investors.

Key Stories Impacting Johnson & Johnson

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

• Positive Sentiment: The FDA approved IMAAVY (nipocalimab-aahu) for adults and adolescents aged 12 and older with warm autoimmune hemolytic anemia who are currently or previously treated with corticosteroids. The approval gives J&J what it describes as the first treatment specifically approved for this rare, life-threatening blood disorder and could create a new commercial opportunity. FDA approves IMAAVY for warm autoimmune hemolytic anemia
• Positive Sentiment: Reuters reported that the FDA expanded IMAAVY’s use for the rare blood disorder, reinforcing investor expectations that J&J’s newer medicines can offset future losses from older products. FDA expands approval for J&J’s drug
• Positive Sentiment: J&J’s broader pipeline remains a key catalyst, with new launches, late-stage clinical data and regulatory approvals expected to support growth through 2026 and beyond. The company also received EU approval for a TECVAYLI combination therapy in multiple myeloma. J&J’s pipeline momentum
• Positive Sentiment: Recent quarterly results were better than expected: adjusted earnings reached $2.90 per share versus an estimated $2.84, while revenue rose 6.6% year over year to $25.31 billion. J&J maintained 2026 earnings guidance of $11.60 to $11.75 per share. Q2 earnings season results
• Neutral Sentiment: Investors continue to view J&J as a relatively stable, dividend-focused healthcare holding, particularly as technology valuations face renewed volatility. Johnson & Johnson rises as investors seek stability
• Negative Sentiment: A Louisiana jury awarded $10 million in a talc-related mesothelioma case. Although the verdict may be manageable relative to J&J’s size, additional litigation could continue to weigh on sentiment and create financial uncertainty. Louisiana talc-related mesothelioma verdict
• Negative Sentiment: Analysts remain focused on the rapid erosion of Stelara revenue following patent-related loss of exclusivity, increasing pressure on IMAAVY, oncology products and other pipeline medicines to replace declining sales. Pfizer versus J&J patent cliff

Analyst Upgrades and Downgrades

A number of research firms have weighed in on JNJ. Argus set a $300.00 price target on Johnson & Johnson in a research note on Wednesday, July 29th. Leerink Partners raised Johnson & Johnson from a “market perform” rating to an “outperform” rating and set a $265.00 price objective for the company in a report on Wednesday, May 13th. Wall Street Zen cut shares of Johnson & Johnson from a “buy” rating to a “hold” rating in a research note on Saturday, August 1st. Bank of America boosted their target price on shares of Johnson & Johnson from $254.00 to $263.00 and gave the stock a “neutral” rating in a report on Friday, July 10th. Finally, Johnson Rice reiterated a “buy” rating on shares of Johnson & Johnson in a research note on Monday, August 3rd. One research analyst has rated the stock with a Strong Buy rating, eighteen have given a Buy rating and six have assigned a Hold rating to the company’s stock. According to data from MarketBeat, the company has a consensus rating of “Moderate Buy” and a consensus target price of $268.22.

Insider Activity at Johnson & Johnson

In other Johnson & Johnson news, EVP Elizabeth Forminard sold 15,918 shares of the firm’s stock in a transaction that occurred on Thursday, August 6th. The shares were sold at an average price of $257.00, for a total transaction of $4,090,926.00. Following the completion of the sale, the executive vice president directly owned 16,994 shares in the company, valued at $4,367,458. This trade represents a 48.37% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which is available at this hyperlink. Also, EVP Vanessa Broadhurst sold 23,054 shares of the business’s stock in a transaction that occurred on Monday, July 20th. The stock was sold at an average price of $251.27, for a total value of $5,792,778.58. Following the sale, the executive vice president owned 23,003 shares of the company’s stock, valued at approximately $5,779,963.81. This represents a 50.06% decrease in their position. The disclosure for this sale is available in the SEC filing. In the last quarter, insiders have sold 63,972 shares of company stock worth $16,245,605. 0.16% of the stock is owned by corporate insiders.

Johnson & Johnson Stock Performance

Shares of NYSE JNJ opened at $273.11 on Tuesday. 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 $276.47. The stock has a 50 day moving average of $255.83 and a 200-day moving average of $243.08. The company has a market capitalization of $658.18 billion, a P/E ratio of 31.65, a P/E/G ratio of 2.58 and a beta of 0.24.

Johnson & Johnson (NYSE:JNJ) last posted its quarterly earnings results on Wednesday, July 15th. The company reported $2.90 earnings per share for the quarter, beating 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 for the quarter, compared to analysts’ expectations of $25.06 billion. During the same quarter in the prior year, the business earned $2.77 EPS. The firm’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. As a group, equities research analysts predict that Johnson & Johnson will post 11.61 EPS for the current year.

Johnson & Johnson Announces Dividend

The business also recently announced a quarterly dividend, which will be paid on Tuesday, September 8th. Stockholders of record on Tuesday, August 25th will be paid a dividend of $1.34 per share. This represents a $5.36 dividend on an annualized basis and a dividend yield of 2.0%. The ex-dividend date is Tuesday, August 25th. Johnson & Johnson’s dividend payout ratio (DPR) is currently 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.