Mufg Securities Americas Inc. Purchases 5,833 Shares of Johnson & Johnson $JNJ

Mufg Securities Americas Inc. boosted its position in shares of Johnson & Johnson (NYSE:JNJ) by 8.7% in the second quarter, according to its most recent filing with the Securities & Exchange Commission. The fund owned 72,502 shares of the company’s stock after buying an additional 5,833 shares during the quarter. Johnson & Johnson makes up about 1.0% of Mufg Securities Americas Inc.’s holdings, making the stock its 16th biggest holding. Mufg Securities Americas Inc.’s holdings in Johnson & Johnson were worth $18,413,000 at the end of the most recent reporting period.

Several other institutional investors have also added to or reduced their stakes in JNJ. Silver Coast Investments LLC raised its stake in shares of Johnson & Johnson by 3.8% during the second quarter. Silver Coast Investments LLC now owns 1,066 shares of the company’s stock valued at $271,000 after acquiring an additional 39 shares during the last quarter. Townsend Asset Management Corp NC ADV grew its stake in shares of Johnson & Johnson by 0.6% in the second quarter. Townsend Asset Management Corp NC ADV now owns 6,418 shares of the company’s stock worth $1,630,000 after purchasing an additional 39 shares during the last quarter. Denali Advisors LLC increased its holdings in Johnson & Johnson by 1.2% during the 2nd quarter. Denali Advisors LLC now owns 3,305 shares of the company’s stock valued at $839,000 after purchasing an additional 40 shares during the period. Sierra Capital LLC raised its position in Johnson & Johnson by 0.5% during the 4th quarter. Sierra Capital LLC now owns 8,144 shares of the company’s stock valued at $1,685,000 after purchasing an additional 41 shares during the last quarter. Finally, Beaird Harris Wealth Management LLC raised its position in Johnson & Johnson by 1.8% during the 4th quarter. Beaird Harris Wealth Management LLC now owns 2,422 shares of the company’s stock valued at $501,000 after purchasing an additional 42 shares during the last quarter. Hedge funds and other institutional investors own 69.55% of the company’s stock.

Insider Buying and Selling at Johnson & Johnson

In related news, EVP Jennifer L. Taubert sold 15,000 shares of Johnson & Johnson stock in a transaction dated Monday, August 17th. The stock was 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 directly owned 194,451 shares in the company, valued at approximately $51,210,615.36. This trade represents a 7.16% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through the SEC website. 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 transaction, the executive vice president owned 16,994 shares in the company, valued at $4,367,458. This represents a 48.37% decrease in their position. The disclosure for this sale is available in the SEC filing. In the last quarter, insiders sold 97,569 shares of company stock worth $25,476,044. Insiders own 0.16% of the company’s stock.

Johnson & Johnson Trading Down 2.3%

NYSE JNJ opened at $269.04 on Wednesday. Johnson & Johnson has a 12 month low of $173.33 and a 12 month high of $281.07. The company has a current ratio of 1.09, a quick ratio of 0.81 and a debt-to-equity ratio of 0.44. The stock’s fifty day moving average price is $262.61 and its 200-day moving average price is $245.47. The stock has a market cap of $648.35 billion, a P/E ratio of 31.17, a P/E/G ratio of 2.63 and a beta of 0.24.

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

Johnson & Johnson Dividend Announcement

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

Trending Headlines about Johnson & Johnson

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

• Positive Sentiment: Jim Cramer called the pullback a buying opportunity, citing Johnson & Johnson’s defensive characteristics and long-term stability. The commentary may support investor interest, but it is opinion-based rather than a new company catalyst. Cramer says it is time to buy the dip on JNJ
• Positive Sentiment: Johnson & Johnson announced that 24 abstracts will be presented at Psych Congress 2026, including the first pivotal Phase 3 CAPLYTA data in adults with bipolar mania, along with new SPRAVATO analyses and schizophrenia research. The updates could strengthen confidence in the company’s neuropsychiatry pipeline and future pharmaceutical growth. Johnson & Johnson neuropsychiatry data announcement
• Neutral Sentiment: Investors are watching defensive stocks such as JNJ ahead of upcoming CPI data and the Federal Reserve’s rate decision. The company’s dividend and healthcare exposure may provide stability, but interest-rate and macroeconomic uncertainty are driving near-term volatility. Defensive stocks to watch as CPI and the Fed test the rally
• Neutral Sentiment: A comparison with Eli Lilly frames JNJ as the steadier, more established investment, but with less breakout-growth potential. The article highlights the trade-off between JNJ’s stability and pharmaceutical-industry growth opportunities. Lilly versus J&J investment comparison
• Negative Sentiment: An executive sold approximately $9.23 million of JNJ stock. While insider selling does not necessarily indicate weakening fundamentals, the transaction can create a modest sentiment overhang. Johnson & Johnson executive stock sale

Analyst Upgrades and Downgrades

JNJ has been the topic of a number of recent analyst reports. Guggenheim lifted their price objective on Johnson & Johnson from $270.00 to $287.00 and gave the stock a “buy” rating in a research report on Thursday, August 6th. UBS Group initiated coverage on Johnson & Johnson in a research note on Wednesday, September 2nd. They issued a “buy” rating and a $320.00 price target for the company. The Goldman Sachs Group reissued a “buy” rating and set a $282.00 price objective on shares of Johnson & Johnson in a research report on Thursday, July 16th. Weiss Ratings upgraded shares of Johnson & Johnson from a “buy (b-)” rating to a “buy (b)” rating in a report on Friday, July 24th. Finally, Royal Bank Of Canada lifted their target price on shares of Johnson & Johnson from $265.00 to $287.00 and gave the company an “outperform” 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. Based on data from MarketBeat, the company currently has a consensus rating of “Moderate Buy” and a consensus price target of $272.83.

About Johnson & Johnson

Johnson & Johnson (NYSE: JNJ) is a global healthcare company that develops, manufactures and markets pharmaceutical and medical device products. Founded in 1886 and headquartered in New Brunswick, New Jersey, the company serves patients, healthcare professionals and institutions in markets around the world.

Johnson & Johnson operates through two primary business segments: Innovative Medicine and MedTech. Innovative Medicine focuses on prescription treatments in areas including immunology, oncology, neuroscience, cardiovascular and metabolic disease, infectious diseases, and pulmonary hypertension.