Nissay Asset Management Corp Japan increased its stake in Johnson & Johnson (NYSE:JNJ – Free Report) by 3.2% in the 2nd quarter, HoldingsChannel.com reports. The firm owned 335,504 shares of the company’s stock after acquiring an additional 10,489 shares during the period. Nissay Asset Management Corp Japan’s holdings in Johnson & Johnson were worth $85,208,000 at the end of the most recent quarter.
A number of other institutional investors and hedge funds also recently made changes to their positions in the company. Blueline Advisors LLC bought a new stake in Johnson & Johnson during the 4th quarter worth about $25,000. Semmax Financial Advisors Inc. boosted its stake in shares of Johnson & Johnson by 55.0% in the 2nd quarter. Semmax Financial Advisors Inc. now owns 203 shares of the company’s stock valued at $31,000 after purchasing an additional 72 shares during the last quarter. E Fund Management Hong Kong Co. Ltd. grew its position in shares of Johnson & Johnson by 946.7% during the 4th quarter. E Fund Management Hong Kong Co. Ltd. now owns 157 shares of the company’s stock worth $32,000 after buying an additional 142 shares during the period. MidAtlantic Capital Management Inc. bought a new stake in shares of Johnson & Johnson during the fourth quarter worth approximately $37,000. Finally, Matrix Trust Co lifted its holdings in Johnson & Johnson by 56.2% in the second quarter. Matrix Trust Co now owns 150 shares of the company’s stock valued at $38,000 after buying an additional 54 shares during the period. Institutional investors own 69.55% of the company’s stock.
Johnson & Johnson News Roundup
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
Wall Street Analyst Weigh In
Check Out Our Latest Report on JNJ
Johnson & Johnson Price Performance
Shares of JNJ stock opened at $269.04 on Wednesday. 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 12-month low of $173.33 and a 12-month high of $281.07. The firm has a fifty day moving average of $262.61 and a 200-day moving average of $245.47. The firm has a market capitalization of $648.35 billion, a price-to-earnings ratio of 31.17, a price-to-earnings-growth ratio of 2.63 and a beta of 0.24.
Johnson & Johnson (NYSE:JNJ – Get Free Report) last issued its quarterly earnings data on Wednesday, July 15th. The company reported $2.90 EPS for the quarter, topping the consensus estimate 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 for the quarter, compared to the consensus estimate of $25.06 billion. During the same quarter last year, the business posted $2.77 EPS. The firm’s 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. On average, equities research analysts forecast that Johnson & Johnson will post 11.61 earnings per share for the current year.
Johnson & Johnson Dividend Announcement
The firm also recently disclosed a quarterly dividend, which was paid on Tuesday, September 8th. Stockholders of record on Tuesday, August 25th were issued a dividend of $1.34 per share. This represents a $5.36 annualized dividend and a dividend yield of 2.0%. The ex-dividend date was Tuesday, August 25th. Johnson & Johnson’s payout ratio is 62.11%.
Insiders Place Their Bets
In other news, EVP Kathryn E. Wengel sold 10,000 shares of the company’s stock in a transaction that occurred on Thursday, June 11th. The shares were sold at an average price of $241.15, for a total value of $2,411,500.00. Following the completion of the transaction, the executive vice president owned 114,288 shares in the company, valued at $27,560,551.20. This represents a 8.05% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available through the SEC website. Also, EVP Vanessa Broadhurst sold 23,054 shares of the stock in a transaction on Monday, July 20th. The stock was sold at an average price of $251.27, for a total transaction of $5,792,778.58. Following the sale, the executive vice president directly owned 23,003 shares of the company’s stock, valued at $5,779,963.81. This represents a 50.06% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold 97,569 shares of company stock worth $25,476,044 in the last three months. 0.16% of the stock is owned by corporate insiders.
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.
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