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

Johnson Investment Counsel Inc. decreased its position in Johnson & Johnson (NYSE:JNJ) by 2.1% during the second quarter, according to the company in its most recent disclosure with the SEC. The firm 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 institutional investors and hedge funds have also bought and sold shares of JNJ. Sierra Capital LLC lifted its stake in shares of Johnson & Johnson by 0.5% in the 4th quarter. Sierra Capital LLC now owns 8,144 shares of the company’s stock worth $1,685,000 after purchasing an additional 41 shares during the period. Beaird Harris Wealth Management LLC grew its position in Johnson & Johnson by 1.8% during the fourth quarter. Beaird Harris Wealth Management LLC now owns 2,422 shares of the company’s stock valued at $501,000 after buying an additional 42 shares during the period. Ballast Advisors LLC grew its position in Johnson & Johnson by 1.2% during the first quarter. Ballast Advisors LLC now owns 3,598 shares of the company’s stock valued at $879,000 after buying an additional 42 shares during the period. Crown Wealth Group LLC increased its holdings in Johnson & Johnson by 1.6% during the second quarter. Crown Wealth Group LLC now owns 2,736 shares of the company’s stock valued at $695,000 after buying an additional 42 shares during the last quarter. Finally, Broadleaf Partners LLC raised its position in Johnson & Johnson by 0.6% in the fourth quarter. Broadleaf Partners LLC now owns 7,348 shares of the company’s stock worth $1,521,000 after acquiring an additional 43 shares during the period. 69.55% of the stock is owned by hedge funds and other institutional investors.

More 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

Insider Activity at Johnson & Johnson

In other news, EVP Vanessa Broadhurst sold 23,054 shares of the business’s stock in a transaction on Monday, July 20th. The shares were sold at an average price of $251.27, for a total value of $5,792,778.58. Following the transaction, the executive vice president owned 23,003 shares of the company’s stock, valued at approximately $5,779,963.81. The trade was a 50.06% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through this hyperlink. Also, EVP Jennifer L. Taubert sold 15,000 shares of the firm’s stock in a transaction on Monday, August 17th. The shares were 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 of the company’s stock, valued at $51,210,615.36. The trade was a 7.16% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold a total of 63,972 shares of company stock worth $16,245,605 over the last ninety days. 0.16% of the stock is owned by corporate insiders.

Analyst Upgrades and Downgrades

JNJ has been the topic of several analyst reports. HSBC set a $290.00 price target on shares of Johnson & Johnson and gave the stock a “buy” rating in a research note on Monday, July 6th. Citigroup lifted their target price on Johnson & Johnson from $285.00 to $298.00 and gave the company a “buy” rating in a research report on Wednesday, July 8th. Wall Street Zen cut Johnson & Johnson from a “buy” rating to a “hold” rating in a research report on Saturday, August 1st. Argus set a $300.00 price objective on Johnson & Johnson in a research note on Wednesday, July 29th. Finally, Stifel Nicolaus set a $260.00 price objective on Johnson & Johnson in a research note on Wednesday, July 15th. One research analyst has rated the stock with a Strong Buy rating, eighteen have assigned a Buy rating and six have given a Hold rating to the company. According to MarketBeat.com, the stock has a consensus rating of “Moderate Buy” and an average price target of $268.22.

Johnson & Johnson Price Performance

NYSE:JNJ opened at $271.05 on Wednesday. The business’s 50-day simple moving average is $253.21 and its two-hundred day simple moving average is $241.91. Johnson & Johnson has a 52 week low of $173.33 and a 52 week high of $274.90. The stock has a market cap of $653.20 billion, a PE ratio of 31.41, a P/E/G ratio of 2.48 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 (NYSE:JNJ) last released its quarterly earnings data on Wednesday, July 15th. The company reported $2.90 earnings per share for the quarter, topping analysts’ consensus estimates of $2.84 by $0.06. The firm had revenue of $25.31 billion during the quarter, compared to analyst estimates of $25.06 billion. Johnson & Johnson had a return on equity of 32.42% and a net margin of 21.48%.The business’s quarterly revenue was up 6.6% compared to the same quarter last year. During the same quarter in the prior year, the company posted $2.77 earnings per share. Johnson & Johnson has set its FY 2026 guidance at 11.600-11.750 EPS. As a group, analysts forecast that Johnson & Johnson will post 11.61 EPS for the current fiscal year.

Johnson & Johnson Announces Dividend

The business also recently disclosed a quarterly dividend, which will be paid on Tuesday, September 8th. Stockholders of record on Tuesday, August 25th will be given a dividend of $1.34 per share. The ex-dividend date is Tuesday, August 25th. This represents a $5.36 annualized dividend and a dividend yield of 2.0%. Johnson & Johnson’s dividend payout ratio (DPR) is presently 62.11%.

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.