Lombard Odier Asset Management Switzerland SA increased its position in Johnson & Johnson (NYSE:JNJ – Free Report) by 15.9% in the 1st quarter, HoldingsChannel.com reports. The institutional investor owned 135,229 shares of the company’s stock after acquiring an additional 18,600 shares during the quarter. Johnson & Johnson accounts for 1.3% of Lombard Odier Asset Management Switzerland SA’s holdings, making the stock its 12th largest position. Lombard Odier Asset Management Switzerland SA’s holdings in Johnson & Johnson were worth $33,055,000 as of its most recent SEC filing.
A number of other institutional investors and hedge funds have also bought and sold shares of JNJ. Blueline Advisors LLC bought a new position in shares of Johnson & Johnson during the fourth quarter worth about $25,000. Cresta Advisors Ltd. acquired a new position in shares of Johnson & Johnson during the 4th quarter valued at $26,000. DecisionPoint Financial LLC boosted its position in shares of Johnson & Johnson by 104.2% during the 4th quarter. DecisionPoint Financial LLC now owns 147 shares of the company’s stock worth $30,000 after purchasing an additional 75 shares in the last quarter. Bay Harbor Wealth Management LLC grew its stake in shares of Johnson & Johnson by 49.0% in the 4th quarter. Bay Harbor Wealth Management LLC now owns 149 shares of the company’s stock valued at $31,000 after buying an additional 49 shares during the period. Finally, Family CFO Inc bought a new stake in Johnson & Johnson in the 4th quarter valued at about $31,000. 69.55% of the stock is currently owned by institutional investors and hedge funds.
Insider Buying and Selling
In related news, EVP Kathryn E. Wengel sold 10,000 shares of Johnson & Johnson stock in a transaction on Thursday, June 11th. The stock was sold at an average price of $241.15, for a total transaction of $2,411,500.00. Following the sale, the executive vice president directly owned 114,288 shares in the company, valued at approximately $27,560,551.20. This trade represents a 8.05% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which can be accessed through this link. Company insiders own 0.16% of the company’s stock.
Key Headlines Impacting Johnson & Johnson
- Positive Sentiment: Analysts highlighted that JNJ raised its outlook, with guidance upgrades adding to investor confidence after the company’s recent earnings beat. Q2 Earnings: Guidance Upgrades Push These 3 Stocks Higher
- Positive Sentiment: JNJ’s Innovative Medicine unit reported strong Q2 growth, helping show resilience even after Stelara patent loss and suggesting momentum can continue into the second half of 2026. J&J’s Innovative Medicine Unit Proves Its Resilience in Q2
- Positive Sentiment: Positive topline Phase 3 data for TECVAYLI and TALVEY showed large reductions in disease progression and death risk in relapsed/refractory multiple myeloma, strengthening JNJ’s oncology pipeline. TECVAYLI® + TALVEY® reduced the risk of disease progression or death by 89% and the risk of death by 62% in earlier-line relapsed/refractory multiple myeloma
- Positive Sentiment: JNJ also received FDA De Novo authorization for its OTTAVA robotic surgical system, expanding its competitiveness in soft-tissue robotic surgery and broadening a potentially important growth platform. Should FDA’s De Novo Nod for OTTAVA Robotic System Require Action From Johnson & Johnson (JNJ) Investors?
- Neutral Sentiment: Several articles framed JNJ as a defensive dividend stock and a steady healthcare holding, which reinforces its safe-haven appeal but is less likely to move the shares on its own. 3 Dividend Stocks Baby Boomers Should Own for the Rest of Their Lives
- Neutral Sentiment: Commentary on JNJ’s steadiness during market volatility and ETF exposure after earnings mainly reflects investor interest in the stock rather than a new fundamental change. ETFs to Buy Post JNJ’s Q2 Earnings Beat & Bullish 2026 Outlook
Johnson & Johnson Price Performance
Shares of NYSE:JNJ opened at $263.43 on Friday. The company has a current ratio of 1.03, a quick ratio of 0.77 and a debt-to-equity ratio of 0.46. The stock has a market cap of $634.13 billion, a PE ratio of 30.52, a price-to-earnings-growth ratio of 2.50 and a beta of 0.24. The stock’s fifty day simple moving average is $242.71 and its two-hundred day simple moving average is $236.32. Johnson & Johnson has a 1-year low of $164.23 and a 1-year high of $269.43.
Johnson & Johnson (NYSE:JNJ – Get Free Report) last posted its earnings results on Wednesday, July 15th. The company reported $2.90 earnings per share (EPS) for the quarter, topping the consensus estimate of $2.84 by $0.06. The firm had revenue of $25.31 billion during the quarter, compared to analyst estimates of $25.06 billion. Johnson & Johnson had a net margin of 21.48% and a return on equity of 32.86%. The business’s revenue was up 6.6% compared to the same quarter last year. During the same quarter in the prior year, the business posted $2.77 EPS. Johnson & Johnson has set its FY 2026 guidance at 11.600-11.750 EPS. As a group, analysts forecast that Johnson & Johnson will post 11.68 EPS for the current fiscal year.
Johnson & Johnson Announces Dividend
The firm also recently announced a quarterly dividend, which will be paid on Tuesday, September 8th. Stockholders of record on Tuesday, August 25th will be issued a $1.34 dividend. The ex-dividend date of this dividend is 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%.
Wall Street Analysts Forecast Growth
Several brokerages have issued reports on JNJ. Royal Bank Of Canada increased 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. The Goldman Sachs Group reaffirmed a “buy” rating and set a $282.00 target price on shares of Johnson & Johnson in a research report on Thursday, July 16th. Leerink Partners upgraded Johnson & Johnson from a “market perform” rating to an “outperform” rating and set a $265.00 target price on the stock in a report on Wednesday, May 13th. Raymond James Financial lifted their price target on shares of Johnson & Johnson from $258.00 to $265.00 and gave the company an “outperform” rating in a research report on Thursday, July 16th. Finally, Guggenheim restated a “buy” rating and set a $270.00 price objective on shares of Johnson & Johnson in a report on Friday, July 17th. One investment analyst has rated the stock with a Strong Buy rating, eighteen have given a Buy rating and six have issued a Hold rating to the company’s stock. According to data from MarketBeat, the stock presently has an average rating of “Moderate Buy” and an average price target of $265.30.
Check Out Our Latest Analysis on Johnson & Johnson
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.
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