Johnson & Johnson $JNJ Stake Lessened by Wellington Shields Capital Management LLC

Wellington Shields Capital Management LLC lessened its stake in shares of Johnson & Johnson (NYSE:JNJ) by 29.4% during the second quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The firm owned 12,573 shares of the company’s stock after selling 5,241 shares during the quarter. Wellington Shields Capital Management LLC’s holdings in Johnson & Johnson were worth $3,193,000 at the end of the most recent reporting period.

Several other hedge funds and other institutional investors have also recently added to or reduced their stakes in JNJ. Brighton Jones LLC boosted its stake in Johnson & Johnson by 13.9% during the 4th quarter. Brighton Jones LLC now owns 51,876 shares of the company’s stock valued at $7,502,000 after purchasing an additional 6,332 shares in the last quarter. United Bank raised its stake in shares of Johnson & Johnson by 110.7% in the 1st quarter. United Bank now owns 9,279 shares of the company’s stock worth $1,539,000 after buying an additional 4,876 shares in the last quarter. Sivia Capital Partners LLC lifted its holdings in shares of Johnson & Johnson by 13.4% in the second quarter. Sivia Capital Partners LLC now owns 5,863 shares of the company’s stock valued at $896,000 after buying an additional 692 shares during the period. Wealth Group Ltd. lifted its holdings in shares of Johnson & Johnson by 12.8% in the second 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 period. Finally, Schnieders Capital Management LLC. boosted its stake in Johnson & Johnson by 9.8% during the second 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 in the last quarter. Institutional investors own 69.55% of the company’s stock.

Wall Street Analysts Forecast Growth

A number of research analysts recently issued reports on JNJ shares. Raymond James Financial set a $280.00 target price on Johnson & Johnson in a report on Monday, August 3rd. Royal Bank Of Canada raised their price objective 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. Guggenheim lifted their price objective on shares of Johnson & Johnson from $270.00 to $287.00 and gave the stock a “buy” rating in a research note on Thursday, August 6th. Argus set a $300.00 target price on shares of Johnson & Johnson in a report on Wednesday, July 29th. Finally, Freedom Capital raised shares of Johnson & Johnson from a “hold” rating to a “strong-buy” rating in a research note on Thursday, July 16th. One research analyst has rated the stock with a Strong Buy rating, eighteen have given a Buy rating and six have given a Hold rating to the company’s stock. According to data from MarketBeat.com, the company currently has an average rating of “Moderate Buy” and an average target price of $268.22.

More Johnson & Johnson News

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

• Positive Sentiment: Defensive strength supported the stock. JNJ gained as the broader market weakened, suggesting investors favored its relatively stable healthcare business and dependable dividend. The company has maintained a decades-long dividend-growth streak, making it attractive to income-oriented investors. Johnson & Johnson (JNJ) Rises As Market Takes a Dip: Key Facts
• Positive Sentiment: Upcoming results provide a potential catalyst. Johnson & Johnson will host its third-quarter earnings conference call on October 13. Investors will focus on operating trends, guidance and updates on key risks. Johnson & Johnson to Host Investor Conference Call on Third-Quarter Results
• Neutral Sentiment: J&J’s investment portfolio received favorable attention. The company owns stakes in approximately 15 biotechnology and medical-technology companies, with one larger holding standing out because of its market capitalization. The portfolio may offer strategic or financial upside, but it is not currently a major earnings catalyst. Johnson & Johnson Owns Stakes in 15 Stocks. Here’s the Best of the Bunch.
• Negative Sentiment: One analyst modestly reduced its earnings forecast. Erste Group Bank lowered its 2026 EPS estimate to $11.65 from $11.68, although the revised forecast remains above the broader consensus estimate of $11.61. The small cut is a mild negative signal rather than a material change to the outlook.
• Negative Sentiment: Dividend investors face a longer-term uncertainty. Commentary comparing JNJ with Procter & Gamble highlights a forthcoming corporate event that could threaten the uninterrupted payout record investors associate with J&J. The article does not indicate an immediate dividend reduction, but the issue may temper enthusiasm among income-focused shareholders. Why Procter & Gamble’s Quieter Dividend Outpaces Johnson & Johnson’s Growth Story

Johnson & Johnson Stock Up 2.1%

Shares of Johnson & Johnson stock opened at $271.53 on Wednesday. The stock’s fifty day moving average is $260.21 and its 200-day moving average is $244.39. The firm has a market capitalization of $654.36 billion, a PE ratio of 31.46, a price-to-earnings-growth ratio of 2.54 and a beta of 0.24. The company has a quick ratio of 0.81, a current ratio of 1.09 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.

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, beating analysts’ consensus estimates of $2.84 by $0.06. The business had revenue of $25.31 billion during the quarter, compared to analyst estimates of $25.06 billion. Johnson & Johnson had a return on equity of 32.42% and a net margin of 21.48%.Johnson & Johnson’s revenue for the quarter was up 6.6% on a year-over-year basis. During the same quarter last year, the company posted $2.77 EPS. Johnson & Johnson has set its FY 2026 guidance at 11.600-11.750 EPS. Equities analysts anticipate that Johnson & Johnson will post 11.61 earnings per share for the current 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 annualized dividend and a dividend yield of 2.0%. The ex-dividend date is Tuesday, August 25th. Johnson & Johnson’s dividend payout ratio (DPR) is presently 62.11%.

Insider Activity

In related news, EVP Jennifer L. Taubert sold 15,000 shares of the company’s stock in a transaction that occurred on Monday, August 17th. The shares were sold at an average price of $263.36, for a total value of $3,950,400.00. Following the completion of the sale, the executive vice president owned 194,451 shares in the company, valued at approximately $51,210,615.36. This represents a 7.16% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through the SEC website. Also, EVP Vanessa Broadhurst sold 23,054 shares of the firm’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 transaction of $5,792,778.58. Following the completion of the transaction, the executive vice president directly owned 23,003 shares of the company’s stock, valued at $5,779,963.81. This represents a 50.06% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. In the last three months, insiders have sold 63,972 shares of company stock valued at $16,245,605. Corporate insiders own 0.16% of the company’s stock.

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.