Jupiter Topco LLC Purchases Shares of 7,746,487 Johnson & Johnson $JNJ

Jupiter Topco LLC purchased a new position in shares of Johnson & Johnson (NYSE:JNJ) in the second quarter, according to its most recent disclosure with the Securities and Exchange Commission. The fund purchased 7,746,487 shares of the company’s stock, valued at approximately $1,967,399,000. Johnson & Johnson comprises 0.8% of Jupiter Topco LLC’s holdings, making the stock its 24th largest position. Jupiter Topco LLC owned 0.32% of Johnson & Johnson as of its most recent filing with the Securities and Exchange Commission.

Several other institutional investors and hedge funds have also made changes to their positions in JNJ. Blueline Advisors LLC purchased a new stake in Johnson & Johnson during the fourth quarter worth approximately $25,000. Semmax Financial Advisors Inc. increased its stake in Johnson & Johnson by 55.0% in the second quarter. Semmax Financial Advisors Inc. now owns 203 shares of the company’s stock valued at $31,000 after purchasing an additional 72 shares during the last quarter. E Fund Management Hong Kong Co. Ltd. raised its holdings in Johnson & Johnson by 946.7% during the fourth quarter. E Fund Management Hong Kong Co. Ltd. now owns 157 shares of the company’s stock worth $32,000 after purchasing an additional 142 shares in the last quarter. MidAtlantic Capital Management Inc. acquired a new stake in Johnson & Johnson during the fourth quarter worth approximately $37,000. Finally, Matrix Trust Co lifted its position in shares of Johnson & Johnson by 56.2% during the 2nd quarter. Matrix Trust Co now owns 150 shares of the company’s stock worth $38,000 after buying an additional 54 shares during the last quarter. 69.55% of the stock is owned by institutional investors and hedge funds.

Key Stories Impacting Johnson & Johnson

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

Insider Activity

In other Johnson & Johnson 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 trade represents a 50.06% decrease in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through the SEC website. Also, EVP Jennifer L. Taubert sold 15,000 shares of Johnson & Johnson 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 transaction, the executive vice president owned 194,451 shares in the company, valued at $51,210,615.36. This trade represents a 7.16% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Over the last 90 days, insiders have sold 97,569 shares of company stock valued at $25,476,044. Insiders own 0.16% of the company’s stock.

Johnson & Johnson Stock Performance

Shares of Johnson & Johnson stock opened at $275.12 on Monday. The firm’s fifty day simple moving average is $261.98 and its 200-day simple moving average is $245.08. Johnson & Johnson has a 12 month low of $173.33 and a 12 month high of $281.07. The stock has a market capitalization of $663.01 billion, a price-to-earnings ratio of 31.88, a PEG ratio of 2.63 and a beta of 0.24. The company has a debt-to-equity ratio of 0.44, a current ratio of 1.09 and a quick ratio of 0.81.

Johnson & Johnson (NYSE:JNJ) last issued its quarterly earnings results on Wednesday, July 15th. The company reported $2.90 earnings per share for the quarter, topping analysts’ consensus estimates of $2.84 by $0.06. Johnson & Johnson had a net margin of 21.48% and a return on equity of 32.42%. The firm had revenue of $25.31 billion during the quarter, compared to analysts’ expectations of $25.06 billion. During the same quarter in the prior year, the business earned $2.77 EPS. Johnson & Johnson’s quarterly revenue 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. As a group, equities analysts forecast that Johnson & Johnson will post 11.61 earnings per share for the current 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 paid a dividend of $1.34 per share. The ex-dividend date is Tuesday, August 25th. This represents a $5.36 annualized dividend and a dividend yield of 1.9%. Johnson & Johnson’s dividend payout ratio is 62.11%.

Analyst Ratings Changes

A number of research analysts recently commented on the stock. Argus set a $300.00 target price on shares of Johnson & Johnson in a research report on Wednesday, July 29th. Stifel Nicolaus set a $260.00 price target on shares of Johnson & Johnson in a research report on Wednesday, July 15th. 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 research note on Monday, August 3rd. Wall Street Zen cut Johnson & Johnson from a “buy” rating to a “hold” rating in a research report on Saturday, August 1st. Finally, Freedom Capital raised Johnson & Johnson from a “hold” rating to a “strong-buy” rating in a report on Thursday, July 16th. 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 stock. According to data from MarketBeat, the company has a consensus rating of “Moderate Buy” and a consensus price target of $272.83.

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.