Victrix Investment Advisors Buys 2,351 Shares of Johnson & Johnson $JNJ

Victrix Investment Advisors lifted its stake in shares of Johnson & Johnson (NYSE:JNJ) by 9.1% during the second quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The institutional investor owned 28,068 shares of the company’s stock after purchasing an additional 2,351 shares during the period. Johnson & Johnson accounts for 3.0% of Victrix Investment Advisors’ holdings, making the stock its 10th biggest position. Victrix Investment Advisors’ holdings in Johnson & Johnson were worth $7,129,000 as of its most recent filing with the Securities & Exchange Commission.

Other large investors also recently made changes to their positions in the company. Brighton Jones LLC lifted its stake in Johnson & Johnson by 13.9% in the fourth quarter. Brighton Jones LLC now owns 51,876 shares of the company’s stock valued at $7,502,000 after acquiring an additional 6,332 shares during the last quarter. United Bank grew its position in shares of Johnson & Johnson by 110.7% in the 1st 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 period. Sivia Capital Partners LLC increased its stake in shares of Johnson & Johnson by 13.4% during the 2nd quarter. Sivia Capital Partners LLC now owns 5,863 shares of the company’s stock worth $896,000 after purchasing an additional 692 shares during the last quarter. Wealth Group Ltd. raised its holdings in shares of Johnson & Johnson by 12.8% in the 2nd quarter. Wealth Group Ltd. now owns 1,482 shares of the company’s stock valued at $226,000 after purchasing an additional 168 shares during the period. Finally, Schnieders Capital Management LLC. lifted its stake in Johnson & Johnson by 9.8% in the 2nd quarter. Schnieders Capital Management LLC. now owns 73,680 shares of the company’s stock valued at $11,255,000 after purchasing an additional 6,584 shares during the last quarter. Institutional investors and hedge funds own 69.55% of the company’s stock.

Johnson & Johnson News Roundup

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

• Positive Sentiment: Dividend appeal remains a key support. Recent coverage highlights JNJ as a blue-chip income stock with a long record of dividend growth and defensive fundamentals, which may attract investors seeking stability amid elevated interest rates. Why is Johnson & Johnson drawing dividend attention today? Top dividend stocks to buy and hold
• Positive Sentiment: Reported talc settlement removes a major legal overhang. JNJ agreed to a reported $5.5 billion settlement covering tens of thousands of talc lawsuits. While costly, resolving the claims could improve legal and financial visibility and reduce uncertainty surrounding the company. Johnson & Johnson reaches $5.5 billion talc settlement
• Positive Sentiment: Citi issued a Buy rating, adding to the favorable analyst backdrop. JNJ’s latest reported quarter also exceeded expectations, with revenue rising 6.6% year over year and earnings surpassing consensus estimates. Johnson & Johnson gets a Buy from Citi
• Neutral Sentiment: Coverage says JNJ has remained steady during a division transition. The company is also investing more than $1 billion to expand U.S. contact-lens production, a potential long-term growth initiative, although near-term returns remain uncertain. Why Johnson & Johnson is steady amid a division transition
• Negative Sentiment: The talc agreement represents a substantial cash and earnings burden, and investors may continue evaluating whether the settlement fully resolves future claims and related costs.

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 dated 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 completion of the sale, the executive vice president owned 114,288 shares of the company’s stock, valued at approximately $27,560,551.20. The trade was a 8.05% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which can be accessed through this link. Also, EVP Elizabeth Forminard sold 15,918 shares of the company’s stock in a transaction dated Thursday, August 6th. The shares were sold at an average price of $257.00, for a total transaction 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. This trade represents a 48.37% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold a total of 48,972 shares of company stock valued at $12,295,205 in the last ninety days. 0.16% of the stock is currently owned by corporate insiders.

Analyst Upgrades and Downgrades

A number of equities analysts recently commented on JNJ shares. Wells Fargo & Company lifted their price target on Johnson & Johnson from $272.00 to $282.00 and gave the stock an “overweight” rating in a report on Monday, August 3rd. Raymond James Financial set a $280.00 price objective on Johnson & Johnson in a research report on Monday. JPMorgan Chase & Co. lifted their target price on Johnson & Johnson from $250.00 to $260.00 and gave the stock a “neutral” rating in a research note on Wednesday, April 15th. Sanford C. Bernstein boosted their target price on Johnson & Johnson from $225.00 to $251.00 and gave the stock a “market perform” rating in a report on Wednesday, April 15th. Finally, Scotiabank restated an “outperform” rating and issued a $305.00 price target on shares of Johnson & Johnson in a research note on Thursday, July 16th. One analyst has rated the stock with a Strong Buy rating, eighteen have given a Buy rating and six have given a Hold rating to the company’s stock. According to data from MarketBeat, the company currently has a consensus rating of “Moderate Buy” and an average price target of $268.22.

Johnson & Johnson Stock Up 0.8%

Johnson & Johnson stock opened at $259.03 on Friday. The stock has a market cap of $624.23 billion, a P/E ratio of 30.01, a P/E/G ratio of 2.45 and a beta of 0.24. The company has a quick ratio of 0.81, a current ratio of 1.09 and a debt-to-equity ratio of 0.44. Johnson & Johnson has a twelve month low of $170.39 and a twelve month high of $274.90. The company’s 50-day moving average price is $248.47 and its two-hundred day moving average price is $239.73.

Johnson & Johnson (NYSE:JNJ) last issued its quarterly earnings data 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 return on equity of 32.42% and a net margin of 21.48%.The company had revenue of $25.31 billion during the quarter, compared to analysts’ expectations of $25.06 billion. During the same quarter in the previous year, the company posted $2.77 earnings per share. The business’s revenue was up 6.6% on a year-over-year basis. Johnson & Johnson has set its FY 2026 guidance at 11.600-11.750 EPS. As a group, analysts expect that Johnson & Johnson will post 11.61 EPS for the current year.

Johnson & Johnson Dividend Announcement

The company also recently declared a quarterly dividend, which will be paid on Tuesday, September 8th. Investors of record on Tuesday, August 25th will be paid a $1.34 dividend. The ex-dividend date is Tuesday, August 25th. This represents a $5.36 annualized dividend and a yield of 2.1%. Johnson & Johnson’s payout ratio is 62.11%.

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.