Van ECK Associates Corp Has $163.69 Million Stake in Johnson & Johnson $JNJ

Van ECK Associates Corp reduced its position in Johnson & Johnson (NYSE:JNJ) by 12.5% during the second quarter, according to the company in its most recent 13F filing with the SEC. The fund owned 644,520 shares of the company’s stock after selling 92,308 shares during the quarter. Van ECK Associates Corp’s holdings in Johnson & Johnson were worth $163,689,000 as of its most recent filing with the SEC.

A number of other hedge funds have also bought and sold shares of JNJ. Auto Owners Insurance Co boosted its position in Johnson & Johnson by 22,225.6% during the fourth quarter. Auto Owners Insurance Co now owns 69,419,308 shares of the company’s stock valued at $1,436,633,000 after acquiring an additional 69,108,368 shares during the last quarter. Norges Bank acquired a new position in shares of Johnson & Johnson in the 4th quarter valued at about $6,924,523,000. Capital World Investors bought a new stake in shares of Johnson & Johnson during the 4th quarter valued at about $2,005,942,000. Jupiter Topco LLC bought a new stake in shares of Johnson & Johnson during the 2nd quarter valued at about $1,967,399,000. Finally, Diamant Asset Management Inc. grew its stake in Johnson & Johnson by 24,436.5% during the first quarter. Diamant Asset Management Inc. now owns 4,473,008 shares of the company’s stock worth $109,338,000 after purchasing an additional 4,454,778 shares during the period. Institutional investors own 69.55% of the company’s stock.

Insider Buying and Selling

In other Johnson & Johnson news, EVP Elizabeth Forminard sold 15,918 shares of the company’s stock in a transaction 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 completion of the transaction, the executive vice president owned 16,994 shares in the company, valued at $4,367,458. This represents a 48.37% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available through the SEC website. Also, EVP Vanessa Broadhurst sold 23,054 shares of the firm’s stock in a transaction on Monday, July 20th. The shares were sold at an average price of $251.27, for a total value of $5,792,778.58. Following the sale, the executive vice president directly owned 23,003 shares of the company’s stock, valued at approximately $5,779,963.81. This represents a 50.06% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold a total of 97,569 shares of company stock valued at $25,476,044 over the last quarter. Corporate insiders own 0.16% of the company’s stock.

Key Stories Impacting Johnson & Johnson

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 Stock Performance

Shares of JNJ stock opened at $269.04 on Wednesday. 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 has a 50-day moving average of $262.61 and a 200-day moving average of $245.47. Johnson & Johnson has a one year low of $173.33 and a one year high of $281.07. The company has a market cap of $648.35 billion, a P/E ratio of 31.17, a P/E/G ratio of 2.63 and a beta of 0.24.

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, topping 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 business had revenue of $25.31 billion for the quarter, compared to analysts’ expectations of $25.06 billion. During the same period in the previous year, the company earned $2.77 earnings per share. 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. Equities research analysts forecast that Johnson & Johnson will post 11.61 EPS for the current fiscal year.

Johnson & Johnson Announces Dividend

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

Analyst Upgrades and Downgrades

JNJ has been the topic of several recent analyst reports. The Goldman Sachs Group reissued a “buy” rating and issued a $282.00 price target on shares of Johnson & Johnson in a research note on Thursday, July 16th. Argus set a $300.00 target price on shares of Johnson & Johnson in a research report on Wednesday, July 29th. HSBC set a $290.00 target price on shares of Johnson & Johnson and gave the stock a “buy” rating in a research note on Monday, July 6th. Johnson Rice reaffirmed a “buy” rating on shares of Johnson & Johnson in a research note on Monday, August 3rd. Finally, Wells Fargo & Company upped their price objective on shares of Johnson & Johnson from $272.00 to $282.00 and gave the company an “overweight” rating in a report on Monday, August 3rd. One research analyst has rated the stock with a Strong Buy rating, eighteen have assigned 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 an average rating of “Moderate Buy” and an average target price of $272.83.

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.