Sanctuary Advisors LLC Has $100.05 Million Holdings in Johnson & Johnson $JNJ

Sanctuary Advisors LLC decreased its holdings in shares of Johnson & Johnson (NYSE:JNJ) by 2.2% in the 2nd quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The institutional investor owned 393,933 shares of the company’s stock after selling 8,961 shares during the quarter. Sanctuary Advisors LLC’s holdings in Johnson & Johnson were worth $100,047,000 at the end of the most recent quarter.

Other institutional investors and hedge funds have also recently made changes to their positions in the company. World Investment Advisors lifted its stake in shares of Johnson & Johnson by 19.6% in the 4th quarter. World Investment Advisors now owns 161,343 shares of the company’s stock valued at $33,390,000 after acquiring an additional 26,450 shares during the last quarter. Signal Advisors Wealth LLC grew its position in Johnson & Johnson by 76.1% during the 1st quarter. Signal Advisors Wealth LLC now owns 15,126 shares of the company’s stock worth $3,697,000 after acquiring an additional 6,539 shares during the last quarter. Louisiana State Employees Retirement System acquired a new position in Johnson & Johnson in the 1st quarter worth about $30,017,000. Gradient Investments LLC increased its holdings in Johnson & Johnson by 9.9% in the 2nd quarter. Gradient Investments LLC now owns 152,831 shares of the company’s stock worth $38,815,000 after purchasing an additional 13,737 shares in the last quarter. Finally, Brighton Jones LLC raised its position 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 purchasing an additional 6,332 shares during the last quarter. Institutional investors own 69.55% of the company’s stock.

Insider Transactions at Johnson & Johnson

In related news, EVP Timothy Schmid sold 33,597 shares of the business’s stock in a transaction on Wednesday, September 2nd. The shares were sold at an average price of $274.74, for a total value of $9,230,439.78. Following the transaction, the executive vice president owned 25,447 shares in the company, valued at $6,991,308.78. The trade was a 56.90% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available at this hyperlink. Also, EVP Jennifer L. Taubert sold 15,000 shares of the company’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 sale, the executive vice president directly owned 194,451 shares in the company, valued at $51,210,615.36. This trade represents a 7.16% decrease in their position. The SEC filing for this sale provides additional information. In the last ninety days, insiders have sold 97,569 shares of company stock worth $25,476,044. Company insiders own 0.16% of the company’s stock.

Johnson & Johnson Trading Down 1.2%

NYSE JNJ opened at $275.12 on Friday. The firm has a market capitalization of $663.01 billion, a PE ratio of 31.88, a price-to-earnings-growth ratio of 2.66 and a beta of 0.24. The business’s 50-day moving average price is $261.98 and its two-hundred day moving average price is $245.07. The company has a current ratio of 1.09, a quick ratio of 0.81 and a debt-to-equity ratio of 0.44. Johnson & Johnson has a 12 month low of $173.33 and a 12 month high of $281.07.

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. The company had revenue of $25.31 billion during the quarter, compared to the consensus estimate of $25.06 billion. Johnson & Johnson had a return on equity of 32.42% and a net margin of 21.48%.The firm’s revenue was up 6.6% compared to the same quarter last year. During the same period last year, the company earned $2.77 earnings per share. Johnson & Johnson has set its FY 2026 guidance at 11.600-11.750 EPS. On average, 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. Shareholders of record on Tuesday, August 25th will be issued a dividend of $1.34 per share. The ex-dividend date is Tuesday, August 25th. This represents a $5.36 annualized dividend and a yield of 1.9%. Johnson & Johnson’s dividend payout ratio (DPR) is presently 62.11%.

Trending Headlines about Johnson & Johnson

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

• Positive Sentiment: Analyst sentiment remains supportive. JNJ received an upgrade that helped it reach a new 12-month high, while the broader analyst view is rated “Moderate Buy.” UBS also began coverage, potentially increasing institutional attention. Johnson & Johnson Reaches New 12-Month High Following Analyst Upgrade Johnson & Johnson Receives Average Rating of Moderate Buy
• Positive Sentiment: Johnson & Johnson’s 64-year record of dividend growth remains a key support for income-oriented investors. Strong profitability and the company’s diversified healthcare portfolio help sustain the dividend despite competitive pressure on a major drug. Johnson & Johnson Is Boring Which Makes Its Dividend Nearly Perfect
• Neutral Sentiment: Management will discuss the business at the Deutsche Bank Healthcare Summit on September 17. The event could provide updates on pharmaceuticals, litigation and forward guidance, but it is not itself a change to earnings expectations. Johnson & Johnson to Participate in the Deutsche Bank 2026 Healthcare Summit
• Negative Sentiment: Profit-taking and valuation risk are elevated after JNJ gained about 60% over the past year versus roughly 21% for the S&P 500. Analysts question whether the current price already discounts growth above management’s near-term outlook. Was JNJ Stock Rally Actually Its Own? Is Johnson & Johnson Stock Priced For More Growth Than It Has Guided?
• Negative Sentiment: An executive vice president sold 33,597 shares worth approximately $9.2 million, reducing his holdings by 56.9%. The sale may reinforce short-term concerns about insider conviction, although it does not change JNJ’s fundamentals. SEC insider transaction filing
• Negative Sentiment: An analyst lowered the FY2026 EPS forecast, adding pressure to expectations. Talc litigation also remains unresolved despite a proposed path toward settlement, while the Louisiana verdict continues to focus attention on legal liability and potential costs. Johnson & Johnson dividend and competition analysis

Analyst Upgrades and Downgrades

Several analysts have recently weighed in on JNJ shares. Bank of America boosted their price target on Johnson & Johnson from $254.00 to $263.00 and gave the stock a “neutral” rating in a report on Friday, July 10th. Scotiabank reiterated an “outperform” rating and issued a $305.00 price objective on shares of Johnson & Johnson in a report on Thursday, July 16th. Argus set a $300.00 target price on shares of Johnson & Johnson in a research report on Wednesday, July 29th. Morgan Stanley upped their price target on shares of Johnson & Johnson from $284.00 to $294.00 and gave the company an “overweight” rating in a research report on Thursday, July 16th. Finally, TD Cowen raised their price target on shares of Johnson & Johnson from $250.00 to $300.00 and gave the company a “buy” rating in a research note on Monday, July 13th. One equities research analyst has rated the stock with a Strong Buy rating, eighteen have given a Buy rating and six have issued a Hold rating to the company’s stock. Based on data from MarketBeat.com, Johnson & Johnson currently has an average rating of “Moderate Buy” and an average target price of $272.83.

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.