Zhang Financial LLC grew its holdings in shares of Johnson & Johnson (NYSE:JNJ – Free Report) by 35.3% during the 1st quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The fund owned 18,324 shares of the company’s stock after purchasing an additional 4,783 shares during the quarter. Zhang Financial LLC’s holdings in Johnson & Johnson were worth $4,479,000 at the end of the most recent quarter.
A number of other hedge funds have also modified their holdings of the business. Brighton Jones LLC boosted its stake in Johnson & Johnson by 13.9% during the fourth quarter. Brighton Jones LLC now owns 51,876 shares of the company’s stock worth $7,502,000 after buying an additional 6,332 shares during the last quarter. United Bank lifted its holdings in Johnson & Johnson by 110.7% in the first quarter. United Bank now owns 9,279 shares of the company’s stock valued at $1,539,000 after acquiring an additional 4,876 shares during the last quarter. Sivia Capital Partners LLC grew its position in Johnson & Johnson by 13.4% in the second quarter. Sivia Capital Partners LLC now owns 5,863 shares of the company’s stock worth $896,000 after acquiring an additional 692 shares during the period. Wealth Group Ltd. grew its holdings in shares of Johnson & Johnson by 12.8% during the 2nd quarter. Wealth Group Ltd. now owns 1,482 shares of the company’s stock worth $226,000 after purchasing an additional 168 shares during the period. Finally, Schnieders Capital Management LLC. increased its position in shares of Johnson & Johnson by 9.8% during the second quarter. Schnieders Capital Management LLC. now owns 73,680 shares of the company’s stock valued at $11,255,000 after acquiring an additional 6,584 shares during the last quarter. 69.55% of the stock is currently owned by institutional investors and hedge funds.
Insider Buying and Selling
In other Johnson & Johnson news, 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 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 ownership of the stock. The transaction was disclosed in a document filed with the SEC, which can be accessed through this hyperlink. Corporate insiders own 0.16% of the company’s stock.
Johnson & Johnson Stock Performance
Johnson & Johnson (NYSE:JNJ – Get Free Report) last released 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. The firm 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 32.86% and a net margin of 21.48%.The firm’s quarterly 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. As a group, analysts expect that Johnson & Johnson will post 11.68 earnings per share for the current year.
Johnson & Johnson Announces Dividend
The firm also recently disclosed a quarterly dividend, which will be paid on Tuesday, September 8th. Shareholders of record on Tuesday, August 25th will be given a dividend of $1.34 per share. This represents a $5.36 annualized dividend and a yield of 2.1%. The ex-dividend date of this dividend is Tuesday, August 25th. Johnson & Johnson’s dividend payout ratio (DPR) is presently 62.11%.
Key Headlines Impacting Johnson & Johnson
Here are the key news stories impacting Johnson & Johnson this week:
- Positive Sentiment: Johnson & Johnson beat Q2 earnings and revenue estimates, showing solid demand and execution in its core business. J&J Stock Falls Despite Strong Q2 Beat & Higher 2026 View: Here’s Why
- Positive Sentiment: The company raised its 2026 guidance after the report, reinforcing confidence in its growth outlook and pipeline momentum. Johnson & Johnson Raises 2026 Outlook After Q2 Earnings Beat
- Positive Sentiment: Guggenheim reaffirmed its Buy rating and set a $270 price target, signaling continued analyst confidence. Benzinga article on Guggenheim rating reaffirmation
- Positive Sentiment: Some market commentary suggests the post-earnings pullback could be an opportunity to buy JNJ on strength after a run to 52-week highs. Why Johnson and Johnson’s Earnings Dip Looks Like a Buying Opportunity
- Neutral Sentiment: Investors are also digesting the full Q2 earnings call transcript and several commentary pieces framing the company’s growth beyond legacy drugs and its collaboration announcements. Full Transcript: Johnson & Johnson Q2 2026 Earnings Call
- Negative Sentiment: Despite the earnings beat, the stock fell because MedTech results missed expectations, creating concern that one important division is lagging behind the company’s otherwise solid performance. J&J Stock Falls Despite Strong Q2 Beat & Higher 2026 View: Here’s Why
Analyst Upgrades and Downgrades
A number of equities analysts recently weighed in on JNJ shares. The Goldman Sachs Group reaffirmed a “buy” rating and set a $282.00 price objective on shares of Johnson & Johnson in a research report on Thursday. Daiwa Securities Group increased their price target on shares of Johnson & Johnson from $237.00 to $246.00 and gave the stock an “outperform” rating in a research report on Thursday, April 16th. Argus boosted their price target on shares of Johnson & Johnson from $240.00 to $275.00 and gave the stock a “buy” rating in a research note on Thursday, April 16th. Leerink Partners raised Johnson & Johnson from a “market perform” rating to an “outperform” rating and set a $265.00 price objective on the stock in a research report on Wednesday, May 13th. Finally, TD Cowen lifted their price objective on Johnson & Johnson from $250.00 to $300.00 and gave the company a “buy” rating in a research note on Monday, July 13th. One analyst has rated the stock with a Strong Buy rating, nineteen have issued a Buy rating and six have assigned a Hold rating to the company’s stock. Based on data from MarketBeat, the company currently has a consensus rating of “Moderate Buy” and a consensus target price 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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