Johnson & Johnson $JNJ Shares Acquired by SmartHarvest Portfolios LLC

SmartHarvest Portfolios LLC grew its stake in Johnson & Johnson (NYSE:JNJ) by 45.7% in the second quarter, Holdings Channel.com reports. The firm owned 9,232 shares of the company’s stock after acquiring an additional 2,897 shares during the quarter. Johnson & Johnson makes up approximately 0.8% of SmartHarvest Portfolios LLC’s investment portfolio, making the stock its 21st biggest position. SmartHarvest Portfolios LLC’s holdings in Johnson & Johnson were worth $2,345,000 at the end of the most recent quarter.

A number of other institutional investors have also recently added to or reduced their stakes in JNJ. Blueline Advisors LLC acquired a new position in shares of Johnson & Johnson during the 4th quarter valued at about $25,000. Cresta Advisors Ltd. acquired a new stake in Johnson & Johnson during the fourth quarter worth about $26,000. DecisionPoint Financial LLC raised its stake in Johnson & Johnson by 104.2% during the fourth quarter. DecisionPoint Financial LLC now owns 147 shares of the company’s stock worth $30,000 after purchasing an additional 75 shares during the period. Bay Harbor Wealth Management LLC raised its stake in Johnson & Johnson by 49.0% during the fourth quarter. Bay Harbor Wealth Management LLC now owns 149 shares of the company’s stock worth $31,000 after purchasing an additional 49 shares during the period. Finally, Matrix Trust Co boosted its holdings in Johnson & Johnson by 56.2% in the 2nd quarter. Matrix Trust Co now owns 150 shares of the company’s stock valued at $38,000 after purchasing an additional 54 shares during the last quarter. Hedge funds and other institutional investors own 69.55% of the company’s stock.

Key Stories Impacting Johnson & Johnson

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

• Positive Sentiment: The FDA granted 510(k) clearance for the MONARCH QUEST 3 robotic bronchoscopy update. The system adds artificial-intelligence-powered planning, navigation and imaging capabilities, strengthening J&J’s position in the expanding robotic-assisted medical-procedure market. Johnson & Johnson Wins FDA 510(k) Clearance for MONARCH QUEST 3 Update
• Positive Sentiment: The European Commission approved TECVAYLI combined with daratumumab for relapsed or refractory multiple myeloma. The decision was supported by Phase 3 results showing statistically significant progression-free and overall-survival improvements versus standard treatments, potentially expanding sales of J&J’s oncology portfolio. European Commission approves Johnson & Johnson’s TECVAYLI plus daratumumab
• Positive Sentiment: Analysts continue to favor J&J as a dividend-focused healthcare investment, citing its diversified operations and pipeline strength. Recent quarterly results also showed adjusted earnings and revenue ahead of consensus, with revenue up 6.6% year over year and full-year 2026 earnings guidance maintained at $11.60–$11.75 per share. Merck vs. J&J: Which Healthcare Giant Should Investors Choose?
• Neutral Sentiment: J&J’s potential interest in Seaport Therapeutics highlights continued investor focus on neuroscience and business-development opportunities, but no transaction has been announced. Why Bristol Myers, Johnson & Johnson and More Are Watching Seaport After IPO
• Negative Sentiment: Patent-protection losses remain a longer-term risk for several established drugs, although new medicines and recent approvals could help offset declining legacy-product sales. Johnson & Johnson Just Sent Shareholders an Important Message About Its Future

Johnson & Johnson Stock Performance

Shares of Johnson & Johnson stock opened at $270.69 on Monday. The stock has a market capitalization of $652.34 billion, a price-to-earnings ratio of 31.37, a price-to-earnings-growth ratio of 2.58 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. The business has a 50-day moving average of $255.08 and a 200 day moving average of $242.80. Johnson & Johnson has a 12 month low of $173.33 and a 12 month high of $276.47.

Johnson & Johnson (NYSE:JNJ) last issued its quarterly earnings results on Wednesday, July 15th. The company reported $2.90 earnings per share (EPS) 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 company had revenue of $25.31 billion for the quarter, compared to analyst estimates of $25.06 billion. During the same period in the prior year, the firm earned $2.77 earnings per share. The business’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. As a group, sell-side analysts forecast that Johnson & Johnson will post 11.61 earnings per share for the current year.

Johnson & Johnson Dividend Announcement

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

Analyst Ratings Changes

Several analysts have recently weighed in on the stock. 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. Citigroup upped their price objective on Johnson & Johnson from $285.00 to $298.00 and gave the company a “buy” rating in a report on Wednesday, July 8th. Johnson Rice reiterated a “buy” rating on shares of Johnson & Johnson in a research report on Monday, August 3rd. Scotiabank reissued an “outperform” rating and set a $305.00 target price on shares of Johnson & Johnson in a research note on Thursday, July 16th. Finally, Morgan Stanley lifted their target price on Johnson & Johnson from $284.00 to $294.00 and gave the company an “overweight” rating in a research report on Thursday, July 16th. One equities research analyst has rated the stock with a Strong Buy rating, eighteen have issued a Buy rating and six have given a Hold rating to the company. According to MarketBeat.com, the stock presently has an average rating of “Moderate Buy” and an average target price of $268.22.

Insider Buying and Selling at Johnson & Johnson

In other Johnson & Johnson news, EVP Elizabeth Forminard sold 15,918 shares of the business’s stock in a transaction on Thursday, August 6th. The shares were 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. The trade was a 48.37% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which is available at the SEC website. Also, EVP Kathryn E. Wengel sold 10,000 shares of the company’s stock in a transaction on Thursday, June 11th. The stock was 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 in the company, valued at $27,560,551.20. This represents a 8.05% decrease in their position. The SEC filing for this sale provides additional information. Over the last 90 days, insiders sold 63,972 shares of company stock worth $16,245,605. 0.16% of the stock is currently owned by corporate 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.