Johnson & Johnson $JNJ Shares Acquired by SmartHarvest Portfolios LLC

SmartHarvest Portfolios LLC increased its stake in shares of Johnson & Johnson (NYSE:JNJ) by 45.7% during the second quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund owned 9,232 shares of the company’s stock after buying an additional 2,897 shares during the quarter. Johnson & Johnson comprises approximately 0.8% of SmartHarvest Portfolios LLC’s investment portfolio, making the stock its 21st biggest holding. SmartHarvest Portfolios LLC’s holdings in Johnson & Johnson were worth $2,345,000 at the end of the most recent reporting period.

A number of other hedge funds and other institutional investors also recently added to or reduced their stakes in the company. Blueline Advisors LLC acquired a new position in shares of Johnson & Johnson in the fourth quarter valued at about $25,000. Cresta Advisors Ltd. acquired a new position in Johnson & Johnson in the fourth quarter valued at approximately $26,000. DecisionPoint Financial LLC boosted its holdings 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 buying an additional 75 shares in the last quarter. Bay Harbor Wealth Management LLC grew its position in Johnson & Johnson by 49.0% during the fourth quarter. Bay Harbor Wealth Management LLC now owns 149 shares of the company’s stock valued at $31,000 after buying an additional 49 shares during the period. Finally, Semmax Financial Advisors Inc. increased its holdings in Johnson & Johnson by 55.0% in the second quarter. Semmax Financial Advisors Inc. now owns 203 shares of the company’s stock valued at $31,000 after buying an additional 72 shares in the last quarter. Hedge funds and other institutional investors own 69.55% of the company’s stock.

Analyst Upgrades and Downgrades

A number of research analysts have weighed in on the stock. Freedom Capital upgraded shares of Johnson & Johnson from a “hold” rating to a “strong-buy” rating in a research report on Thursday, July 16th. 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. Wells Fargo & Company upped 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. Royal Bank Of Canada increased their price target on Johnson & Johnson from $265.00 to $287.00 and gave the stock an “outperform” rating in a research report on Monday, July 13th. Finally, Johnson Rice reissued a “buy” rating on shares of Johnson & Johnson in a report on Monday, August 3rd. One equities research analyst has rated the stock with a Strong Buy rating, eighteen have assigned a Buy rating and six have assigned a Hold rating to the company. According to data from MarketBeat, the stock presently has a consensus rating of “Moderate Buy” and a consensus target price of $268.22.

Insider Transactions at Johnson & Johnson

In related news, EVP Elizabeth Forminard sold 15,918 shares of the business’s stock in a transaction that occurred on Thursday, August 6th. The stock was sold at an average price of $257.00, for a total transaction of $4,090,926.00. Following the completion of the sale, the executive vice president directly owned 16,994 shares in the company, valued at approximately $4,367,458. The trade was a 48.37% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through the SEC website. Also, EVP Vanessa Broadhurst sold 23,054 shares of the 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 completion of the transaction, the executive vice president directly owned 23,003 shares of the company’s stock, valued at approximately $5,779,963.81. This represents a 50.06% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Over the last three months, insiders sold 63,972 shares of company stock valued at $16,245,605. Insiders own 0.16% of the company’s stock.

Key Johnson & Johnson News

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 Up 0.2%

JNJ stock opened at $270.69 on Monday. Johnson & Johnson has a 52 week low of $173.33 and a 52 week high of $276.47. The company has a quick ratio of 0.81, a current ratio of 1.09 and a debt-to-equity ratio of 0.44. The firm has a 50-day simple moving average of $255.08 and a 200-day simple moving average of $242.80. The stock has a market capitalization of $652.34 billion, a P/E ratio of 31.37, a P/E/G ratio of 2.58 and a beta of 0.24.

Johnson & Johnson (NYSE:JNJ) last issued its quarterly earnings results on Wednesday, July 15th. The company reported $2.90 earnings per share for the quarter, beating 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 firm had revenue of $25.31 billion for the quarter, compared to analyst estimates of $25.06 billion. During the same period last year, the company posted $2.77 EPS. Johnson & Johnson’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. Equities analysts forecast that Johnson & Johnson will post 11.61 earnings per share for the current fiscal year.

Johnson & Johnson Announces Dividend

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