OVERSEA CHINESE BANKING Corp Ltd Buys 7,538 Shares of Johnson & Johnson $JNJ

OVERSEA CHINESE BANKING Corp Ltd lifted its stake in shares of Johnson & Johnson (NYSE:JNJ) by 59.9% during the second quarter, according to its most recent disclosure with the Securities and Exchange Commission. The institutional investor owned 20,127 shares of the company’s stock after purchasing an additional 7,538 shares during the period. OVERSEA CHINESE BANKING Corp Ltd’s holdings in Johnson & Johnson were worth $5,112,000 at the end of the most recent reporting period.

Other hedge funds and other institutional investors have also modified their holdings of the company. E Fund Management Co. Ltd. raised its position in Johnson & Johnson by 9.6% in the 2nd quarter. E Fund Management Co. Ltd. now owns 28,709 shares of the company’s stock worth $7,291,000 after purchasing an additional 2,510 shares during the last quarter. MSH Capital Advisors LLC boosted its position in Johnson & Johnson by 7.1% in the 2nd quarter. MSH Capital Advisors LLC now owns 22,564 shares of the company’s stock valued at $5,730,000 after buying an additional 1,489 shares during the last quarter. Frazier Financial Advisors LLC boosted its position in Johnson & Johnson by 90.0% in the 2nd quarter. Frazier Financial Advisors LLC now owns 1,921 shares of the company’s stock valued at $488,000 after buying an additional 910 shares during the last quarter. Edmond DE Rothschild Holding S.A. increased its stake in shares of Johnson & Johnson by 32.6% in the 2nd quarter. Edmond DE Rothschild Holding S.A. now owns 78,892 shares of the company’s stock valued at $20,036,000 after buying an additional 19,374 shares during the period. Finally, Wellington Shields & Co. LLC raised its position in shares of Johnson & Johnson by 1.2% during the second quarter. Wellington Shields & Co. LLC now owns 17,288 shares of the company’s stock worth $4,391,000 after acquiring an additional 198 shares during the last quarter. Institutional investors and hedge funds own 69.55% of the company’s stock.

Analyst Ratings Changes

Several equities analysts have recently issued reports on the company. Citigroup upped their price target on Johnson & Johnson from $285.00 to $298.00 and gave the company a “buy” rating in a research note on Wednesday, July 8th. HSBC set a $290.00 price objective on Johnson & Johnson and gave the stock a “buy” rating in a report on Monday, July 6th. Morgan Stanley upped their target price on shares of Johnson & Johnson from $284.00 to $294.00 and gave the company an “overweight” rating in a research report on Thursday, July 16th. Wall Street Zen lowered shares of Johnson & Johnson from a “buy” rating to a “hold” rating in a research note on Saturday, August 1st. Finally, TD Cowen boosted their price target on shares of Johnson & Johnson from $250.00 to $300.00 and gave the stock a “buy” rating in a research note on Monday, July 13th. One 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. According to MarketBeat, the stock presently has a consensus rating of “Moderate Buy” and an average price target of $268.22.

Insider Activity

In related news, EVP Kathryn E. Wengel sold 10,000 shares of Johnson & Johnson stock in a transaction that occurred on Thursday, June 11th. The shares were sold at an average price of $241.15, for a total transaction of $2,411,500.00. Following the transaction, the executive vice president owned 114,288 shares of the company’s stock, valued at $27,560,551.20. This trade represents a 8.05% decrease in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through this link. Also, EVP Vanessa Broadhurst sold 23,054 shares of the business’s stock in a transaction that occurred on Monday, July 20th. The shares were sold at an average price of $251.27, for a total transaction of $5,792,778.58. Following the transaction, 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 SEC filing for this sale provides additional information. Over the last 90 days, insiders have sold 63,972 shares of company stock valued at $16,245,605. Insiders own 0.16% of the company’s stock.

Johnson & Johnson Stock Up 2.1%

Shares of Johnson & Johnson stock opened at $271.53 on Wednesday. The business has a fifty day simple moving average of $260.21 and a 200 day simple moving average of $244.39. The stock has a market cap 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 earnings results on Wednesday, July 15th. The company reported $2.90 earnings per share for the quarter, beating 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 firm had revenue of $25.31 billion for the quarter, compared to analyst estimates of $25.06 billion. During the same quarter in the prior year, the firm posted $2.77 earnings per share. The company’s quarterly 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. Research analysts predict that Johnson & Johnson will post 11.61 EPS for the current year.

Johnson & Johnson Dividend Announcement

The company also recently declared a quarterly dividend, which will be paid on Tuesday, September 8th. Investors of record on Tuesday, August 25th will be given a $1.34 dividend. 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%.

Key Headlines Impacting Johnson & Johnson

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 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.