Johnson Investment Counsel Inc. Sells 3,579 Shares of Johnson & Johnson $JNJ

Johnson Investment Counsel Inc. cut its holdings in Johnson & Johnson (NYSE:JNJ) by 2.1% in the second quarter, according to the company in its most recent disclosure with the SEC. The institutional investor owned 170,334 shares of the company’s stock after selling 3,579 shares during the quarter. Johnson Investment Counsel Inc.’s holdings in Johnson & Johnson were worth $43,260,000 at the end of the most recent quarter.

Several other large investors also recently bought and sold shares of the business. World Investment Advisors increased its stake in Johnson & Johnson by 19.6% during the fourth quarter. World Investment Advisors now owns 161,343 shares of the company’s stock worth $33,390,000 after acquiring an additional 26,450 shares during the last quarter. Benchmark Financial LLC bought a new stake in shares of Johnson & Johnson in the 4th quarter valued at approximately $554,000. Principal Financial Group Inc. boosted its holdings in shares of Johnson & Johnson by 0.8% in the 4th quarter. Principal Financial Group Inc. now owns 3,410,177 shares of the company’s stock worth $705,736,000 after purchasing an additional 28,370 shares during the period. SageGuard Financial Group LLC bought a new position in shares of Johnson & Johnson during the 4th quarter valued at approximately $1,019,000. Finally, Signal Advisors Wealth LLC raised its holdings in Johnson & Johnson by 76.1% during the 1st quarter. Signal Advisors Wealth LLC now owns 15,126 shares of the company’s stock valued at $3,697,000 after buying an additional 6,539 shares during the period. Institutional investors own 69.55% of the company’s stock.

Johnson & Johnson Stock Up 3.3%

NYSE:JNJ opened at $271.05 on Wednesday. The company has a market cap of $653.20 billion, a price-to-earnings ratio of 31.41, a price-to-earnings-growth ratio of 2.48 and a beta of 0.24. Johnson & Johnson has a twelve month low of $173.33 and a twelve month high of $274.90. The company has a current ratio of 1.09, a quick ratio of 0.81 and a debt-to-equity ratio of 0.44. The stock has a fifty day simple moving average of $253.21 and a 200-day simple moving average of $241.91.

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

Johnson & Johnson Dividend Announcement

The business also recently announced a quarterly dividend, which will be paid on Tuesday, September 8th. Shareholders of record on Tuesday, August 25th will be paid a $1.34 dividend. This represents a $5.36 dividend on an annualized basis and a yield of 2.0%. The ex-dividend date is Tuesday, August 25th. Johnson & Johnson’s dividend payout ratio is currently 62.11%.

Key Johnson & Johnson News

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

• Positive Sentiment: FDA clearance strengthens the MedTech growth story. The FDA cleared J&J’s AI-powered MONARCH QUEST 3 bronchoscopy update, which adds planning, navigation and imaging capabilities to the company’s robotic lung-diagnostics platform. The authorization could support broader adoption and reinforce J&J’s push into robotic and advanced surgical technologies. J&J secures FDA clearance for MONARCH QUEST 3
• Positive Sentiment: Strong results and raised guidance continue to support the stock. J&J reported second-quarter revenue of $25.31 billion, up 6.6% year over year, and raised its 2026 outlook. Adjusted EPS of $2.90 exceeded the $2.84 consensus estimate, while revenue also topped expectations. Johnson & Johnson Stock Jumps as Healthcare Rotation Lifts Shares
• Positive Sentiment: Investors see replacement growth for Stelara. J&J’s immunology and neuroscience portfolios are emerging as important growth engines, with newer medicines helping offset the impact of Stelara’s loss of exclusivity. J&J’s New Growth Powerhouses
• Neutral Sentiment: Call-option activity rose above average, suggesting increased short-term bullish positioning, although options flows can add volatility without indicating durable fundamental demand.
• Negative Sentiment: Executive Vice President Jennifer Taubert sold 15,000 shares for approximately $3.95 million. The sale reduced her holdings by 7.16%; recurring insider selling across several executives may temper sentiment, though it does not necessarily signal a change in business prospects. SEC insider transaction filing

Wall Street Analysts Forecast Growth

Several research analysts have commented on the stock. Morgan Stanley lifted their price objective on shares of Johnson & Johnson from $284.00 to $294.00 and gave the stock an “overweight” rating in a research note on Thursday, July 16th. Raymond James Financial set a $280.00 target price on shares of Johnson & Johnson in a report on Monday, August 3rd. The Goldman Sachs Group reaffirmed a “buy” rating and set a $282.00 price target on shares of Johnson & Johnson in a research note on Thursday, July 16th. Weiss Ratings raised shares of Johnson & Johnson from a “buy (b-)” rating to a “buy (b)” rating in a research report on Friday, July 24th. Finally, HSBC set a $290.00 price objective on shares of Johnson & Johnson and gave the stock a “buy” rating in a research note on Monday, July 6th. One equities research analyst has rated the stock with a Strong Buy rating, eighteen have given a Buy rating and six have assigned a Hold rating to the company. Based on data from MarketBeat, Johnson & Johnson presently has a consensus rating of “Moderate Buy” and an average target price of $268.22.

Insider Activity at Johnson & Johnson

In other Johnson & Johnson news, EVP Jennifer L. Taubert sold 15,000 shares of the firm’s stock in a transaction on Monday, August 17th. The stock was sold at an average price of $263.36, for a total transaction of $3,950,400.00. Following the transaction, the executive vice president directly owned 194,451 shares in the company, valued at $51,210,615.36. This trade represents a 7.16% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is available through the SEC website. Also, EVP Kathryn E. Wengel sold 10,000 shares of Johnson & Johnson stock in a transaction on Thursday, June 11th. The shares were sold at an average price of $241.15, for a total value of $2,411,500.00. Following the sale, the executive vice president directly owned 114,288 shares of the company’s stock, valued at approximately $27,560,551.20. This trade represents a 8.05% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. In the last three months, insiders sold 63,972 shares of company stock valued at $16,245,605. 0.16% of the stock is owned by insiders.

About Johnson & Johnson

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.