Johnson & Johnson $JNJ Shares Sold by Diversified Management Inc.

Posted by Francis Steltz on Aug 12th, 2026

Diversified Management Inc. reduced its position in Johnson & Johnson (NYSE:JNJ – Free Report) by 61.1% in the 2nd quarter, Holdings Channel reports. The firm owned 7,731 shares of the company’s stock after selling 12,147 shares during the period. Diversified Management Inc.’s holdings in Johnson & Johnson were worth $1,963,000 as of its most recent filing with the SEC.

A number of other hedge funds have also recently added to or reduced their stakes in the company. Vanguard Group Inc. lifted its stake in Johnson & Johnson by 1.6% in the fourth quarter. Vanguard Group Inc. now owns 240,349,660 shares of the company’s stock valued at $49,740,362,000 after buying an additional 3,731,074 shares during the last quarter. State Street Corp grew its position 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 worth $27,704,364,000 after acquiring an additional 1,663,782 shares during the last quarter. Auto Owners Insurance Co grew its position in shares of 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 increased its holdings in shares of Johnson & Johnson by 3.1% in the 4th quarter. Geode Capital Management LLC now owns 57,953,747 shares of the company’s stock valued at $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 valued at $6,924,523,000. Hedge funds and other institutional investors own 69.55% of the company’s stock.

Insider Activity at Johnson & Johnson

In other Johnson & Johnson news, EVP Vanessa Broadhurst sold 23,054 shares of Johnson & Johnson stock in a transaction that occurred on Monday, July 20th. The stock was sold at an average price of $251.27, for a total value of $5,792,778.58. Following the sale, the executive vice president owned 23,003 shares of the company’s stock, valued at approximately $5,779,963.81. The trade was a 50.06% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through the SEC website. Also, 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 value of $4,090,926.00. Following the transaction, the executive vice president owned 16,994 shares in the company, valued at $4,367,458. The trade was a 48.37% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold a total of 48,972 shares of company stock worth $12,295,205 over the last 90 days. Company insiders own 0.16% of the company’s stock.

Johnson & Johnson Stock Performance

Shares of JNJ opened at $259.28 on Wednesday. The stock has a market capitalization of $624.84 billion, a P/E ratio of 30.04, a P/E/G ratio of 2.50 and a beta of 0.24. The company has a debt-to-equity ratio of 0.44, a quick ratio of 0.81 and a current ratio of 1.09. Johnson & Johnson has a 1 year low of $171.81 and a 1 year high of $274.90. The company’s fifty day moving average is $249.94 and its two-hundred day moving average is $240.47.

Johnson & Johnson (NYSE:JNJ – Get Free Report) last released its earnings results on Wednesday, July 15th. The company reported $2.90 EPS for the quarter, topping the consensus estimate of $2.84 by $0.06. The company had revenue of $25.31 billion during 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%. The business’s revenue was up 6.6% on a year-over-year basis. During the same quarter last year, the business earned $2.77 EPS. Johnson & Johnson has set its FY 2026 guidance at 11.600-11.750 EPS. On average, sell-side analysts predict that Johnson & Johnson will post 11.61 earnings per share for the current year.

Johnson & Johnson Dividend Announcement

The company also recently disclosed a quarterly dividend, which will be paid on Tuesday, September 8th. Investors of record on Tuesday, August 25th will be given a $1.34 dividend. The ex-dividend date is Tuesday, August 25th. This represents a $5.36 dividend on an annualized basis and a yield of 2.1%. Johnson & Johnson’s dividend payout ratio (DPR) is presently 62.11%.

Key Johnson & Johnson News

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

Positive Sentiment: Johnson & Johnson’s fiscal second-quarter results exceeded expectations, with revenue rising 6.6% year over year to $25.31 billion and adjusted earnings per share reaching $2.90. The company also raised or reaffirmed its full-year outlook, reinforcing confidence in operating momentum. Johnson & Johnson vs. Medtronic
Positive Sentiment: The FDA granted De Novo authorization for J&J’s OTTAVA soft-tissue robotic surgery system, giving its MedTech business an entry point into a growing market and potentially creating a new source of long-term growth. OTTAVA FDA approval
Positive Sentiment: Additional growth initiatives include a preferred cardiac electrophysiology technology agreement with ACCESS for ambulatory surgery centers, a priority review for RYBREVANT FASPRO, and a collaboration focused on in vivo CAR-T therapies. ACCESS strategic agreement
Neutral Sentiment: Analysts and commentators generally view JNJ as a hold or moderate buy. Shares are trading above their 50-day and 200-day moving averages, but the stock’s strong rally leaves less valuation support; investors are weighing its roughly 30 times earnings multiple against future growth. JNJ nearing its 52-week high
Negative Sentiment: Patent expirations, MedTech competition, pipeline execution risks and ongoing talc litigation remain important overhangs. J&J’s proposed $5.5 billion talc settlement framework could reduce legal uncertainty, but it also highlights the potential for substantial cash costs and continued investor scrutiny. OTTAVA FDA win and talc deal

Wall Street Analyst Weigh In

A number of analysts recently weighed in on JNJ shares. TD Cowen increased their price target on shares of Johnson & Johnson from $250.00 to $300.00 and gave the stock a “buy” rating in a research note on Monday, July 13th. HSBC set a $290.00 price objective on shares of Johnson & Johnson and gave the company a “buy” rating in a research note on Monday, July 6th. Weiss Ratings upgraded shares of Johnson & Johnson from a “buy (b-)” rating to a “buy (b)” rating in a research note on Friday, July 24th. Bank of America raised 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. Finally, Barclays boosted their price target on Johnson & Johnson from $234.00 to $255.00 and gave the company an “equal weight” rating in a research report on Wednesday, April 15th. One research 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, Johnson & Johnson currently has an average rating of “Moderate Buy” and an average target price of $268.22.

Check Out Our Latest Stock Report on Johnson & Johnson

Johnson & Johnson Profile

(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.