Johnson & Johnson $JNJ Shares Sold by GWN Securities Inc.

GWN Securities Inc. lessened its stake in shares of Johnson & Johnson (NYSE:JNJ) by 9.5% in the second quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 22,279 shares of the company’s stock after selling 2,349 shares during the quarter. Johnson & Johnson makes up approximately 0.9% of GWN Securities Inc.’s holdings, making the stock its 17th largest holding. GWN Securities Inc.’s holdings in Johnson & Johnson were worth $5,658,000 at the end of the most recent reporting period.

Several other institutional investors have also recently added to or reduced their stakes in the company. Vanguard Group Inc. grew its holdings in shares of Johnson & Johnson by 1.6% during the fourth quarter. Vanguard Group Inc. now owns 240,349,660 shares of the company’s stock worth $49,740,362,000 after buying an additional 3,731,074 shares in the last quarter. State Street Corp lifted its stake in shares of Johnson & Johnson by 1.3% during the fourth quarter. State Street Corp now owns 133,869,843 shares of the company’s stock valued at $27,704,364,000 after buying an additional 1,663,782 shares during the period. Auto Owners Insurance Co boosted its position in Johnson & Johnson by 22,225.6% during the fourth quarter. Auto Owners Insurance Co now owns 69,419,308 shares of the company’s stock worth $1,436,633,000 after acquiring an additional 69,108,368 shares during the last quarter. Geode Capital Management LLC grew its stake in Johnson & Johnson by 3.1% in the 4th quarter. Geode Capital Management LLC now owns 57,953,747 shares of the company’s stock worth $11,967,947,000 after acquiring an additional 1,738,292 shares during the period. Finally, Norges Bank purchased a new stake in Johnson & Johnson in the 4th quarter worth approximately $6,924,523,000. Institutional investors and hedge funds own 69.55% of the company’s stock.

More Johnson & Johnson News

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

• Positive Sentiment: The FDA approved Imaavy (nipocalimab) as the first specifically indicated treatment for warm autoimmune hemolytic anemia (wAIHA) in adults and patients aged 12 and older who currently or previously received corticosteroids. The approval expands J&J’s immunology franchise, addresses an unmet need in a rare, life-threatening disease and provides another potential growth driver for the company’s FcRn antibody platform. FDA approves Imaavy for wAIHA
• Positive Sentiment: Analysts and industry coverage view Imaavy’s approval as progress toward J&J’s goal of achieving approximately $5 billion in peak sales for the drug, although the initial wAIHA patient population is relatively small. The company also received European approval to expand the use of its cancer medicine Tecvayli, broadening its oncology reach. Imaavy and Tecvayli approvals
• Positive Sentiment: J&J’s recent operating momentum remains supportive: its latest quarterly results exceeded revenue and earnings expectations, revenue rose year over year, and management set fiscal 2026 EPS guidance of $11.60-$11.75. J&J pipeline momentum
• Neutral Sentiment: Healthcare stocks have benefited from investors seeking stability amid weakness or elevated valuations in technology shares. J&J’s defensive profile and dividend consistency may support demand, though higher Treasury yields make dividend stocks less relatively attractive. Investors seek stability in J&J
• Neutral Sentiment: J&J shares have risen more than 50% over the past year and are near their 12-month high. Commentary describes the stock as a hold, suggesting that much of the pipeline and earnings optimism may already be reflected in the valuation.
• Negative Sentiment: A Louisiana jury awarded $10 million in a talc-related mesothelioma case, renewing concerns about the company’s asbestos litigation liabilities despite J&J’s proposed multibillion-dollar settlement. FDA approval and talc litigation coverage
• Negative Sentiment: Investors continue to monitor the rapid erosion of Stelara following patent and exclusivity losses, making successful launches such as Imaavy important for replacing declining revenue from older products. J&J patent-cliff comparison

Johnson & Johnson Trading Up 0.1%

JNJ stock opened at $273.28 on Wednesday. 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 company has a market cap of $658.58 billion, a price-to-earnings ratio of 31.67, a PEG ratio of 2.61 and a beta of 0.24. The business has a fifty day simple moving average of $256.59 and a 200-day simple moving average of $243.36. Johnson & Johnson has a 52 week low of $173.33 and a 52 week high of $276.47.

Johnson & Johnson (NYSE:JNJ) last issued its 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 return on equity of 32.42% and a net margin of 21.48%.The firm had revenue of $25.31 billion for the quarter, compared to analysts’ expectations of $25.06 billion. During the same quarter last year, the firm earned $2.77 earnings per share. The firm’s revenue for the quarter 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 11.61 EPS for the current year.

Johnson & Johnson Announces Dividend

The firm also recently announced a quarterly dividend, which will be paid on Tuesday, September 8th. Investors of record on Tuesday, August 25th will be given a dividend of $1.34 per share. This represents a $5.36 dividend on an annualized basis and a yield of 2.0%. The ex-dividend date of this dividend is Tuesday, August 25th. Johnson & Johnson’s dividend payout ratio is 62.11%.

Insider Buying and Selling at Johnson & Johnson

In other news, EVP Jennifer L. Taubert sold 15,000 shares of the stock in a transaction on Monday, August 17th. The shares were sold at an average price of $263.36, for a total value of $3,950,400.00. Following the completion of the sale, the executive vice president owned 194,451 shares of the company’s stock, valued at $51,210,615.36. This represents a 7.16% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available at this hyperlink. Also, EVP Vanessa Broadhurst sold 23,054 shares of the firm’s stock in a transaction on Monday, July 20th. The shares were sold at an average price of $251.27, for a total transaction of $5,792,778.58. Following the completion of the transaction, the executive vice president directly owned 23,003 shares in the company, valued at approximately $5,779,963.81. This represents a 50.06% decrease in their position. The SEC filing for this sale provides additional information. Over the last ninety days, insiders have sold 63,972 shares of company stock worth $16,245,605. 0.16% of the stock is currently owned by corporate insiders.

Wall Street Analysts Forecast Growth

A number of research analysts have weighed in on JNJ shares. Leerink Partners raised Johnson & Johnson from a “market perform” rating to an “outperform” rating and set a $265.00 price target on the stock in a research note on Wednesday, May 13th. Citigroup increased their target price on Johnson & Johnson from $285.00 to $298.00 and gave the stock a “buy” rating in a research report on Wednesday, July 8th. HSBC set a $290.00 price target on Johnson & Johnson and gave the stock a “buy” rating in a research note on Monday, July 6th. The Goldman Sachs Group reaffirmed a “buy” rating and set a $282.00 price objective on shares of Johnson & Johnson in a research note on Thursday, July 16th. Finally, Guggenheim increased their price objective on shares of Johnson & Johnson from $270.00 to $287.00 and gave the stock a “buy” rating in a report on Thursday, August 6th. One investment analyst has rated the stock with a Strong Buy rating, eighteen have issued a Buy rating and six have assigned a Hold rating to the company’s stock. Based on data from MarketBeat, the company presently has a consensus rating of “Moderate Buy” and an average target price of $268.22.

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.