EverSource Wealth Advisors LLC Raises Holdings in Johnson & Johnson $JNJ

Posted by Brian Himes on Jul 29th, 2026

EverSource Wealth Advisors LLC boosted its stake in shares of Johnson & Johnson (NYSE:JNJ – Free Report) by 49.4% in the first quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 22,523 shares of the company’s stock after buying an additional 7,448 shares during the period. EverSource Wealth Advisors LLC’s holdings in Johnson & Johnson were worth $5,505,000 as of its most recent filing with the Securities & Exchange Commission.

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

Analyst Upgrades and Downgrades

A number of research firms have recently weighed in on JNJ. Barclays raised their price target on shares of Johnson & Johnson from $234.00 to $255.00 and gave the company an “equal weight” rating in a report on Wednesday, April 15th. Royal Bank Of Canada increased their target price on shares of Johnson & Johnson from $265.00 to $287.00 and gave the company an “outperform” rating in a research report on Monday, July 13th. The Goldman Sachs Group restated a “buy” rating and issued a $282.00 target price on shares of Johnson & Johnson in a research note on Thursday, July 16th. HSBC set a $290.00 price target on Johnson & Johnson and gave the stock a “buy” rating in a research report on Monday, July 6th. Finally, Leerink Partners upgraded Johnson & Johnson from a “market perform” rating to an “outperform” rating and set a $265.00 price objective for the company in a report on Wednesday, May 13th. One investment analyst has rated the stock with a Strong Buy rating, eighteen have issued a Buy rating and six have issued a Hold rating to the company. Based on data from MarketBeat.com, the stock currently has a consensus rating of “Moderate Buy” and a consensus target price of $265.30.

Check Out Our Latest Research Report on JNJ

Insider Transactions at Johnson & Johnson

In related news, EVP Kathryn E. Wengel sold 10,000 shares of the firm’s stock in a transaction on Thursday, June 11th. The shares were sold at an average price of $241.15, for a total transaction of $2,411,500.00. Following the sale, the executive vice president owned 114,288 shares in the company, valued at approximately $27,560,551.20. This trade represents a 8.05% 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 Vanessa Broadhurst sold 23,054 shares of Johnson & Johnson stock in a transaction dated 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 owned 23,003 shares of the company’s stock, valued at approximately $5,779,963.81. This represents a 50.06% decrease in their position. The disclosure for this sale is available in the SEC filing. Company insiders own 0.16% of the company’s stock.

Trending Headlines about Johnson & Johnson

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

Positive Sentiment: Talc settlement removes a major overhang. J&J proposed paying up to $5.5 billion to resolve approximately 76,000 remaining U.S. lawsuits alleging that its talc products caused ovarian cancer. Investors appear to view the agreement as reducing years of legal uncertainty and improving visibility into future liabilities. The deal requires participation by at least 95% of claimants, with payments expected to begin in 2027, so final resolution is not yet guaranteed. Reuters talc settlement article
Positive Sentiment: J&J delivered strong second-quarter results and raised its outlook. Revenue rose 6.6% year over year to $25.31 billion, exceeding expectations, while adjusted earnings per share of $2.90 topped the consensus estimate. Full-year 2026 guidance was set at $11.60–$11.75 per share, supporting confidence in the company’s operating performance. Yahoo Finance earnings article
Positive Sentiment: Analysts remain constructive. Goldman Sachs and Morgan Stanley reiterated Buy ratings following the settlement news, with price targets remaining above the recent trading level. One analyst said progress on the talc resolution removes a significant valuation discount. TipRanks Goldman Sachs rating article
Neutral Sentiment: Settlement terms still carry execution risk. The proposal involves a substantial cash commitment and could leave future lawsuits unaffected. Its effectiveness depends on claimant participation and court-related processes. CNN settlement article
Negative Sentiment: MedTech growth was comparatively softer. Cardiovascular performance lagged in the second quarter, although stronger Vision, Surgery and Orthopedics results and new product launches may support improvement in the second half. Zacks MedTech article
Negative Sentiment: An executive sale is a minor sentiment headwind. EVP Vanessa Broadhurst sold 23,054 shares worth approximately $5.8 million, reducing her direct position by about half. SEC insider transaction filing

Johnson & Johnson Stock Performance

Shares of Johnson & Johnson stock opened at $266.76 on Wednesday. The company has a 50 day moving average price of $244.20 and a 200 day moving average price of $237.40. The firm has a market capitalization of $642.86 billion, a P/E ratio of 30.91, a PEG ratio of 2.52 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 has a 52 week low of $164.23 and a 52 week high of $274.90.

Johnson & Johnson (NYSE:JNJ – Get Free Report) last announced its quarterly earnings data 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. The firm had revenue of $25.31 billion for the quarter, compared to analyst estimates of $25.06 billion. Johnson & Johnson had a net margin of 21.48% and a return on equity of 32.42%. The business’s quarterly revenue was up 6.6% compared to the same quarter last year. During the same period in the previous year, the company earned $2.77 earnings per share. Johnson & Johnson has set its FY 2026 guidance at 11.600-11.750 EPS. Sell-side analysts expect that Johnson & Johnson will post 11.68 EPS for the current year.

Johnson & Johnson Announces Dividend

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

About Johnson & Johnson

(Free Report)

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.