Private Advisory Group LLC boosted its position in Johnson & Johnson (NYSE:JNJ – Free Report) by 1,909.7% during the 2nd quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 43,812 shares of the company’s stock after purchasing an additional 41,632 shares during the quarter. Private Advisory Group LLC’s holdings in Johnson & Johnson were worth $11,127,000 as of its most recent filing with the Securities and Exchange Commission (SEC).
Other hedge funds have also recently made changes to their positions in the company. Auto Owners Insurance Co boosted its stake 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 valued at $1,436,633,000 after buying an additional 69,108,368 shares during the period. Norges Bank bought a new position in shares of Johnson & Johnson in the fourth quarter worth approximately $6,924,523,000. Capital World Investors bought a new position in shares of Johnson & Johnson in the fourth quarter worth approximately $2,005,942,000. Diamant Asset Management Inc. raised its stake in Johnson & Johnson by 24,436.5% in the first quarter. Diamant Asset Management Inc. now owns 4,473,008 shares of the company’s stock valued at $109,338,000 after purchasing an additional 4,454,778 shares in the last quarter. Finally, Vanguard Group Inc. lifted its position in Johnson & Johnson by 1.6% during the fourth quarter. Vanguard Group Inc. now owns 240,349,660 shares of the company’s stock valued at $49,740,362,000 after purchasing an additional 3,731,074 shares during the last quarter. 69.55% of the stock is currently owned by hedge funds and other institutional investors.
Insider Activity at Johnson & Johnson
In other Johnson & Johnson news, EVP Vanessa Broadhurst sold 23,054 shares of the business’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 transaction, the executive vice president directly 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 Jennifer L. Taubert sold 15,000 shares of the firm’s stock in a transaction dated Monday, August 17th. The stock was sold at an average price of $263.36, for a total transaction of $3,950,400.00. Following the completion of the sale, the executive vice president directly owned 194,451 shares of the company’s stock, valued at approximately $51,210,615.36. This represents a 7.16% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. In 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 insiders.
Wall Street Analyst Weigh In
Read Our Latest Analysis on JNJ
Key Stories Impacting Johnson & Johnson
Here are the key news stories impacting Johnson & Johnson this week:
- Positive Sentiment: The FDA approved IMAAVY (nipocalimab-aahu) for patients aged 12 and older with warm autoimmune hemolytic anemia, making it the first specifically approved treatment for the rare, potentially life-threatening blood disorder. The approval expands JNJ’s rare-disease portfolio and could create a new revenue stream. What Is Johnson & Johnson (JNJ) Telling Investors With Its First WAIHA Approval?
- Positive Sentiment: IMAAVY represents JNJ’s second FDA approval in roughly two months, reinforcing its drug-development momentum. Clinical data cited in coverage showed durable hemoglobin responses and improved fatigue scores. Johnson & Johnson Just Got a Big FDA Win
- Positive Sentiment: China approved JNJ’s oral psoriasis pill, expanding access in a major pharmaceutical market and adding a potential growth opportunity, although competition from AbbVie and Bristol Myers Squibb remains intense. China approves J&J’s oral psoriasis pill, says drugmaker
- Positive Sentiment: Recent commentary remains supportive of JNJ as a defensive, income-oriented holding. The company’s latest quarter exceeded expectations, with adjusted EPS of $2.90 and revenue of $25.31 billion, while full-year 2026 EPS guidance remains $11.60 to $11.75. I Think Johnson & Johnson Is the Best Dividend Stock to Buy Right Now
- Neutral Sentiment: Analysts and investors are focusing on whether growth in JNJ’s broader Innovative Medicine portfolio can offset the loss of exclusivity affecting STELARA. Some analysis argues that STELARA is becoming a smaller portion of the portfolio, while other coverage says the new anemia indication alone is too small to materially change valuation. How Much Upside Is Left in JNJ Stock?
- Negative Sentiment: The stock’s pullback follows a period of strong performance near its 52-week high. With a market capitalization above $640 billion and a price-to-earnings ratio near 31, investors may be taking profits and demanding stronger evidence that new approvals can support additional upside.
- Negative Sentiment: Competition in psoriasis and the ongoing STELARA patent-cliff risk remain important headwinds, limiting the immediate financial impact of otherwise positive regulatory news. J&J’s First Anemia Approval Meets a $652 Billion Reality
Johnson & Johnson Stock Down 1.4%
NYSE JNJ opened at $266.10 on Friday. Johnson & Johnson has a 1 year low of $173.33 and a 1 year high of $276.47. The stock has a market capitalization of $641.26 billion, a PE ratio of 30.83, a PEG ratio of 2.58 and a beta of 0.24. The company has a debt-to-equity ratio of 0.44, a current ratio of 1.09 and a quick ratio of 0.81. The business’s 50-day moving average is $258.08 and its 200 day moving average is $243.77.
Johnson & Johnson (NYSE:JNJ – Get Free Report) last released its quarterly earnings results on Wednesday, July 15th. The company reported $2.90 EPS 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 business had revenue of $25.31 billion during the quarter, compared to analyst estimates of $25.06 billion. During the same quarter in the prior year, the company posted $2.77 EPS. Johnson & Johnson’s quarterly revenue 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. Sell-side analysts forecast that Johnson & Johnson will post 11.61 earnings per share for the current year.
Johnson & Johnson Announces Dividend
The business also recently declared a quarterly dividend, which will be paid on Tuesday, September 8th. Investors of record on Tuesday, August 25th will be issued a $1.34 dividend. The ex-dividend date is Tuesday, August 25th. This represents a $5.36 annualized dividend and a yield of 2.0%. Johnson & Johnson’s payout ratio is 62.11%.
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.
Featured Articles
- Five stocks we like better than Johnson & Johnson
- Nutanix’s Rally Has a Bigger Story Than Earnings as AMD’s AI Bet Takes Shape
- SEC Probe Puts Wall Street Leverage Risk Back in Focus
- A Bearish-Dollar Options Surge Raises the Stakes for Warsh at Jackson Hole
- Five Below’s Turnaround Is Working—But Has the Stock Run Too Far?
Want to see what other hedge funds are holding JNJ? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for Johnson & Johnson (NYSE:JNJ – Free Report).
Receive News & Ratings for Johnson & Johnson Daily - Enter your email address below to receive a concise daily summary of the latest news and analysts' ratings for Johnson & Johnson and related companies with MarketBeat.com's FREE daily email newsletter.
