Johnson & Johnson $JNJ Shares Acquired by Walter Public Investments Inc.

Walter Public Investments Inc. boosted its position in Johnson & Johnson (NYSE:JNJ) by 3,087.3% during the second quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The fund owned 66,934 shares of the company’s stock after buying an additional 64,834 shares during the quarter. Johnson & Johnson makes up about 4.1% of Walter Public Investments Inc.’s holdings, making the stock its 7th biggest position. Walter Public Investments Inc.’s holdings in Johnson & Johnson were worth $16,999,000 at the end of the most recent reporting period.

Several other institutional investors have also recently bought and sold shares of JNJ. Brighton Jones LLC increased its stake in shares of Johnson & Johnson by 13.9% in the fourth quarter. Brighton Jones LLC now owns 51,876 shares of the company’s stock worth $7,502,000 after purchasing an additional 6,332 shares during the period. United Bank boosted its stake in Johnson & Johnson by 110.7% during the 1st quarter. United Bank now owns 9,279 shares of the company’s stock valued at $1,539,000 after purchasing an additional 4,876 shares during the period. Sivia Capital Partners LLC boosted its stake in Johnson & Johnson by 13.4% during the 2nd quarter. Sivia Capital Partners LLC now owns 5,863 shares of the company’s stock valued at $896,000 after purchasing an additional 692 shares during the period. Wealth Group Ltd. grew its holdings in Johnson & Johnson by 12.8% in the 2nd quarter. Wealth Group Ltd. now owns 1,482 shares of the company’s stock valued at $226,000 after buying an additional 168 shares during the last quarter. Finally, Schnieders Capital Management LLC. grew its holdings in Johnson & Johnson by 9.8% in the 2nd quarter. Schnieders Capital Management LLC. now owns 73,680 shares of the company’s stock valued at $11,255,000 after buying an additional 6,584 shares during the last quarter. Institutional investors own 69.55% of the company’s stock.

Johnson & Johnson News Roundup

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

• Positive Sentiment: The FDA approved Imaavy as the first treatment specifically indicated for warm autoimmune hemolytic anemia (wAIHA). The approval expands J&J’s rare-disease portfolio and supports management’s longer-term goal of reaching approximately $5 billion in peak Imaavy sales, although the initial patient population is limited. J&J’s Imaavy Gets FDA Approval as the First Treatment for wAIHA
• Positive Sentiment: J&J also received European approval to expand the Tecvayli cancer-treatment combination, strengthening its oncology pipeline and adding to the company’s specialized-medicine growth strategy. Johnson & Johnson Stock: Surge as FDA Approval and European Cancer Treatment Expansion Drive Market Attention
• Positive Sentiment: Recent coverage remains favorable on J&J’s dividend and operating momentum. The company recently exceeded quarterly earnings and revenue expectations, raised its 2026 outlook, and analysts cited growth in medicines outside the STELARA franchise as evidence that the patent expiration risk may be manageable. I Think Johnson & Johnson Is the Best Dividend Stock to Buy Right Now
• Neutral Sentiment: At roughly $270 per share and near its 52-week high, J&J has already gained substantially over the past year. Some analysts see further upside from its growing Innovative Medicine portfolio, while others view the current valuation as limiting near-term gains. How Much Upside Is Left in JNJ Stock?
• Negative Sentiment: Investors remain concerned about the STELARA patent cliff and whether new products can fully offset declining sales. The recently approved Imaavy is strategically important but may not materially change J&J’s valuation immediately because wAIHA is a rare condition.
• Negative Sentiment: Ongoing talc litigation continues to weigh on sentiment. A Louisiana jury recently awarded $10 million in a mesothelioma case, with J&J assigned a portion of the liability, highlighting the possibility of additional legal costs despite proposed settlement efforts. Does Louisiana’s US$10 Million Talc Verdict Shift the Legal Risk Bull Case For Johnson & Johnson?

Johnson & Johnson Stock Down 1.0%

JNJ opened at $270.43 on Thursday. The company has a market capitalization of $651.71 billion, a P/E ratio of 31.34, a P/E/G ratio of 2.61 and a beta of 0.24. The company has a debt-to-equity ratio of 0.44, a current ratio of 1.09 and a quick ratio of 0.81. The firm’s fifty day moving average price is $257.32 and its two-hundred day moving average price is $243.59. Johnson & Johnson has a fifty-two week low of $173.33 and a fifty-two week high of $276.47.

Johnson & Johnson (NYSE:JNJ) last released its quarterly earnings data on Wednesday, July 15th. The company reported $2.90 EPS for the quarter, topping 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 company had revenue of $25.31 billion during the quarter, compared to the consensus estimate of $25.06 billion. During the same period last year, the firm earned $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. On average, analysts anticipate 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. Shareholders of record on Tuesday, August 25th will be paid a dividend of $1.34 per share. The ex-dividend date is Tuesday, August 25th. This represents a $5.36 dividend on an annualized basis and a yield of 2.0%. Johnson & Johnson’s dividend payout ratio (DPR) is currently 62.11%.

Insider Buying and Selling

In other news, EVP Elizabeth Forminard sold 15,918 shares of the company’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 value of $4,090,926.00. Following the sale, the executive vice president directly owned 16,994 shares in the company, valued at approximately $4,367,458. This represents a 48.37% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is accessible through this link. Also, EVP Vanessa Broadhurst sold 23,054 shares of the stock in a transaction 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 transaction, the executive vice president owned 23,003 shares of the company’s stock, valued at $5,779,963.81. This represents a 50.06% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders sold a total of 63,972 shares of company stock valued at $16,245,605 over the last ninety days. Company insiders own 0.16% of the company’s stock.

Analyst Upgrades and Downgrades

JNJ has been the subject of a number of research analyst reports. Royal Bank Of Canada upped their price target on Johnson & Johnson from $265.00 to $287.00 and gave the stock an “outperform” rating in a report on Monday, July 13th. Johnson Rice restated a “buy” rating on shares of Johnson & Johnson in a research note on Monday, August 3rd. Raymond James Financial set a $280.00 target price on shares of Johnson & Johnson in a research note on Monday, August 3rd. Leerink Partners upgraded shares of Johnson & Johnson from a “market perform” rating to an “outperform” rating and set a $265.00 price target on the stock in a research report on Wednesday, May 13th. Finally, Argus set a $300.00 price objective on shares of Johnson & Johnson in a research report on Wednesday, July 29th. One equities research 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’s stock. Based on data from MarketBeat.com, the stock presently has a consensus rating of “Moderate Buy” and an average price target of $268.22.

Johnson & Johnson Company 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.