KCM Investment Advisors LLC Trims Stock Position in Johnson & Johnson $JNJ

KCM Investment Advisors LLC trimmed its stake in Johnson & Johnson (NYSE:JNJ) by 1.3% in the 1st quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The firm owned 186,280 shares of the company’s stock after selling 2,516 shares during the period. Johnson & Johnson accounts for about 1.5% of KCM Investment Advisors LLC’s investment portfolio, making the stock its 16th biggest holding. KCM Investment Advisors LLC’s holdings in Johnson & Johnson were worth $45,534,000 as of its most recent filing with the Securities and Exchange Commission.

A number of other large investors have also recently modified their holdings of JNJ. Greenberg Financial Group bought a new stake in shares of Johnson & Johnson during the fourth quarter valued at approximately $954,000. World Investment Advisors raised its holdings in Johnson & Johnson by 19.6% in the fourth quarter. World Investment Advisors now owns 161,343 shares of the company’s stock worth $33,390,000 after purchasing an additional 26,450 shares in the last quarter. Benchmark Financial LLC purchased a new position in Johnson & Johnson during the fourth quarter valued at $554,000. Robinhood Asset Management LLC bought a new stake in shares of Johnson & Johnson during the 4th quarter valued at $11,853,000. Finally, Principal Financial Group Inc. grew its position 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 buying an additional 28,370 shares during the period. Institutional investors own 69.55% of the company’s stock.

Insider Buying and Selling at Johnson & Johnson

In other news, EVP Kathryn E. Wengel sold 10,000 shares of the business’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 completion of the transaction, the executive vice president owned 114,288 shares in the company, valued at $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 Securities & Exchange Commission, which is available through this link. 0.16% of the stock is owned by corporate insiders.

Key Johnson & Johnson News

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

• Positive Sentiment: Johnson & Johnson reported second-quarter revenue of $25.31 billion, up 6.6% year over year and ahead of analyst expectations. Adjusted EPS of $2.90 also exceeded consensus estimates, while management raised its 2026 earnings outlook to $11.60–$11.75 per share. Johnson & Johnson Raised Its Outlook
• Positive Sentiment: The proposed talc settlement could remove a major source of legal uncertainty for Johnson & Johnson by resolving tens of thousands of ovarian-cancer claims, provided at least 95% of remaining claims participate. The agreement follows a favorable ruling by the federal multidistrict-litigation court. Johnson & Johnson Agrees to Pay Up to $5.5 Billion to Settle Talc Lawsuits

Johnson & Johnson Trading Up 1.1%

Shares of NYSE JNJ opened at $266.35 on Tuesday. The firm’s 50 day moving average price is $243.46 and its 200-day moving average price is $236.98. Johnson & Johnson has a 52-week low of $164.23 and a 52-week high of $269.43. The company has a debt-to-equity ratio of 0.44, a quick ratio of 0.81 and a current ratio of 1.09. The company has a market cap of $641.88 billion, a PE ratio of 30.86, a P/E/G ratio of 2.50 and a beta of 0.24.

Johnson & Johnson (NYSE:JNJ) last announced its quarterly earnings results on Wednesday, July 15th. The company reported $2.90 earnings per share for the quarter, beating the consensus estimate 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 during the quarter, compared to the consensus estimate of $25.06 billion. During the same quarter last year, the firm earned $2.77 earnings per share. The firm’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. On average, equities research analysts expect that Johnson & Johnson will post 11.68 EPS for the current fiscal year.

Johnson & Johnson Announces Dividend

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 $1.34 dividend. 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 2.0%. Johnson & Johnson’s dividend payout ratio (DPR) is presently 62.11%.

Wall Street Analyst Weigh In

Several brokerages recently issued reports on JNJ. Bank of America increased their price target on shares of Johnson & Johnson from $254.00 to $263.00 and gave the stock a “neutral” rating in a research note on Friday, July 10th. Leerink Partners upgraded shares of Johnson & Johnson from a “market perform” rating to an “outperform” rating and set a $265.00 price objective on the stock in a report on Wednesday, May 13th. HSBC set a $290.00 target price on shares of Johnson & Johnson and gave the company a “buy” rating in a research note on Monday, July 6th. Raymond James Financial boosted their price target on Johnson & Johnson from $258.00 to $265.00 and gave the stock an “outperform” rating in a research report on Thursday, July 16th. Finally, Freedom Capital upgraded Johnson & Johnson from a “hold” rating to a “strong-buy” rating in a research note on Thursday, July 16th. One investment 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 stock. According to MarketBeat.com, the company has an average rating of “Moderate Buy” and a consensus price target of $265.30.

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.