Van Hulzen Asset Management LLC Sells 4,943 Shares of Johnson & Johnson $JNJ

Van Hulzen Asset Management LLC cut its holdings in shares of Johnson & Johnson (NYSE:JNJ) by 4.0% during the second quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The firm owned 118,886 shares of the company’s stock after selling 4,943 shares during the period. Johnson & Johnson accounts for approximately 2.1% of Van Hulzen Asset Management LLC’s holdings, making the stock its 12th biggest holding. Van Hulzen Asset Management LLC’s holdings in Johnson & Johnson were worth $30,194,000 at the end of the most recent quarter.

Other hedge funds also recently modified their holdings of the company. Silver Coast Investments LLC lifted its holdings in Johnson & Johnson by 3.8% in the second quarter. Silver Coast Investments LLC now owns 1,066 shares of the company’s stock valued at $271,000 after buying an additional 39 shares during the period. Townsend Asset Management Corp NC ADV boosted its stake in Johnson & Johnson by 0.6% in the second quarter. Townsend Asset Management Corp NC ADV now owns 6,418 shares of the company’s stock valued at $1,630,000 after acquiring an additional 39 shares during the last quarter. Denali Advisors LLC grew its holdings in Johnson & Johnson by 1.2% during the 2nd quarter. Denali Advisors LLC now owns 3,305 shares of the company’s stock worth $839,000 after acquiring an additional 40 shares during the period. Sierra Capital LLC raised its position in shares of Johnson & Johnson by 0.5% during the 4th quarter. Sierra Capital LLC now owns 8,144 shares of the company’s stock valued at $1,685,000 after acquiring an additional 41 shares during the last quarter. Finally, Beaird Harris Wealth Management LLC raised its position in shares of Johnson & Johnson by 1.8% during the 4th quarter. Beaird Harris Wealth Management LLC now owns 2,422 shares of the company’s stock valued at $501,000 after acquiring an additional 42 shares during the last quarter. Institutional investors own 69.55% of the company’s stock.

Wall Street Analysts Forecast Growth

Several research analysts have recently issued reports on JNJ shares. Leerink Partners upgraded 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. Freedom Capital upgraded Johnson & Johnson from a “hold” rating to a “strong-buy” rating in a report on Thursday, July 16th. Raymond James Financial set a $280.00 target price on Johnson & Johnson in a research note on Monday, August 3rd. Scotiabank restated an “outperform” rating and set a $305.00 target price on shares of Johnson & Johnson in a research report on Thursday, July 16th. Finally, Argus set a $300.00 price target on Johnson & Johnson in a research note on Wednesday, July 29th. One equities 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 stock. According to MarketBeat.com, the company has a consensus rating of “Moderate Buy” and a consensus target price of $272.83.

Insider Activity at Johnson & Johnson

In related news, EVP Vanessa Broadhurst sold 23,054 shares of the 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 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 position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through this link. Also, 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 completion of the transaction, the executive vice president directly owned 114,288 shares in the company, valued at approximately $27,560,551.20. The trade was a 8.05% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders have sold a total of 97,569 shares of company stock valued at $25,476,044 over the last 90 days. Insiders own 0.16% of the company’s stock.

Johnson & Johnson News Summary

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

• Positive Sentiment: Analyst sentiment remains supportive. JNJ received an upgrade that helped it reach a new 12-month high, while the broader analyst view is rated “Moderate Buy.” UBS also began coverage, potentially increasing institutional attention. Johnson & Johnson Reaches New 12-Month High Following Analyst Upgrade Johnson & Johnson Receives Average Rating of Moderate Buy
• Positive Sentiment: Johnson & Johnson’s 64-year record of dividend growth remains a key support for income-oriented investors. Strong profitability and the company’s diversified healthcare portfolio help sustain the dividend despite competitive pressure on a major drug. Johnson & Johnson Is Boring Which Makes Its Dividend Nearly Perfect
• Neutral Sentiment: Management will discuss the business at the Deutsche Bank Healthcare Summit on September 17. The event could provide updates on pharmaceuticals, litigation and forward guidance, but it is not itself a change to earnings expectations. Johnson & Johnson to Participate in the Deutsche Bank 2026 Healthcare Summit
• Negative Sentiment: Profit-taking and valuation risk are elevated after JNJ gained about 60% over the past year versus roughly 21% for the S&P 500. Analysts question whether the current price already discounts growth above management’s near-term outlook. Was JNJ Stock Rally Actually Its Own? Is Johnson & Johnson Stock Priced For More Growth Than It Has Guided?
• Negative Sentiment: An executive vice president sold 33,597 shares worth approximately $9.2 million, reducing his holdings by 56.9%. The sale may reinforce short-term concerns about insider conviction, although it does not change JNJ’s fundamentals. SEC insider transaction filing
• Negative Sentiment: An analyst lowered the FY2026 EPS forecast, adding pressure to expectations. Talc litigation also remains unresolved despite a proposed path toward settlement, while the Louisiana verdict continues to focus attention on legal liability and potential costs. Johnson & Johnson dividend and competition analysis

Johnson & Johnson Price Performance

Shares of JNJ stock opened at $275.12 on Friday. 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 $281.07. The firm has a fifty day moving average of $261.98 and a 200-day moving average of $245.07. The firm has a market capitalization of $663.01 billion, a price-to-earnings ratio of 31.88, a price-to-earnings-growth ratio of 2.63 and a beta of 0.24.

Johnson & Johnson (NYSE:JNJ) last issued its quarterly earnings data on Wednesday, July 15th. The company reported $2.90 EPS for the quarter, topping the consensus estimate of $2.84 by $0.06. The business had revenue of $25.31 billion for the quarter, compared to the consensus estimate of $25.06 billion. Johnson & Johnson had a return on equity of 32.42% and a net margin of 21.48%.The firm’s revenue was up 6.6% compared to the same quarter last year. During the same quarter last year, the business posted $2.77 EPS. Johnson & Johnson has set its FY 2026 guidance at 11.600-11.750 EPS. On average, equities research analysts forecast that Johnson & Johnson will post 11.61 earnings per share for the current year.

Johnson & Johnson Announces Dividend

The firm also recently declared a quarterly dividend, which will be paid on Tuesday, September 8th. Stockholders of record on Tuesday, August 25th will be given a dividend of $1.34 per share. The ex-dividend date of this dividend is Tuesday, August 25th. This represents a $5.36 dividend on an annualized basis and a dividend yield of 1.9%. Johnson & Johnson’s dividend payout ratio (DPR) is currently 62.11%.

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.