Epoch Investment Partners Inc. Reduces Stake in Johnson & Johnson $JNJ

Posted by Francis Steltz on Jul 25th, 2026

Epoch Investment Partners Inc. cut its position in shares of Johnson & Johnson (NYSE:JNJ – Free Report) by 33.5% in the 1st quarter, according to the company in its most recent disclosure with the SEC. The fund owned 280,648 shares of the company’s stock after selling 141,416 shares during the quarter. Epoch Investment Partners Inc.’s holdings in Johnson & Johnson were worth $68,602,000 as of its most recent filing with the SEC.

Other institutional investors also recently bought and sold shares of the company. Sustainable Insight Capital Management LLC purchased a new position in Johnson & Johnson during the 1st quarter valued at about $232,000. Sentinel Advisory Group LLC purchased a new stake in shares of Johnson & Johnson in the first quarter valued at about $227,000. Healthcare of Ontario Pension Plan Trust Fund grew its position in shares of Johnson & Johnson by 29.7% in the first quarter. Healthcare of Ontario Pension Plan Trust Fund now owns 1,227,947 shares of the company’s stock valued at $300,159,000 after purchasing an additional 281,192 shares during the last quarter. Bollard Group LLC increased its stake in shares of Johnson & Johnson by 11.6% during the 1st quarter. Bollard Group LLC now owns 55,723 shares of the company’s stock worth $13,621,000 after purchasing an additional 5,790 shares in the last quarter. Finally, Morningstar Investment Management LLC raised its position in shares of Johnson & Johnson by 9.6% during the 1st quarter. Morningstar Investment Management LLC now owns 43,576 shares of the company’s stock worth $10,652,000 after purchasing an additional 3,822 shares during the last quarter. 69.55% of the stock is currently owned by hedge funds and other institutional investors.

Johnson & Johnson News Roundup

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

Positive Sentiment: Analysts highlighted that JNJ raised its outlook, with guidance upgrades adding to investor confidence after the company’s recent earnings beat. Q2 Earnings: Guidance Upgrades Push These 3 Stocks Higher
Positive Sentiment: JNJ’s Innovative Medicine unit reported strong Q2 growth, helping show resilience even after Stelara patent loss and suggesting momentum can continue into the second half of 2026. J&J’s Innovative Medicine Unit Proves Its Resilience in Q2
Positive Sentiment: Positive topline Phase 3 data for TECVAYLI and TALVEY showed large reductions in disease progression and death risk in relapsed/refractory multiple myeloma, strengthening JNJ’s oncology pipeline. TECVAYLI® + TALVEY® reduced the risk of disease progression or death by 89% and the risk of death by 62% in earlier-line relapsed/refractory multiple myeloma
Positive Sentiment: JNJ also received FDA De Novo authorization for its OTTAVA robotic surgical system, expanding its competitiveness in soft-tissue robotic surgery and broadening a potentially important growth platform. Should FDA’s De Novo Nod for OTTAVA Robotic System Require Action From Johnson & Johnson (JNJ) Investors?
Neutral Sentiment: Several articles framed JNJ as a defensive dividend stock and a steady healthcare holding, which reinforces its safe-haven appeal but is less likely to move the shares on its own. 3 Dividend Stocks Baby Boomers Should Own for the Rest of Their Lives
Neutral Sentiment: Commentary on JNJ’s steadiness during market volatility and ETF exposure after earnings mainly reflects investor interest in the stock rather than a new fundamental change. ETFs to Buy Post JNJ’s Q2 Earnings Beat & Bullish 2026 Outlook

Insider Buying and Selling

In related news, EVP Kathryn E. Wengel sold 10,000 shares of the firm’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 transaction, 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 SEC, which is accessible through the SEC website. Insiders own 0.16% of the company’s stock.

Johnson & Johnson Trading Up 1.6%

JNJ stock opened at $263.43 on Friday. The company has a quick ratio of 0.77, a current ratio of 1.03 and a debt-to-equity ratio of 0.46. The company has a market cap of $634.13 billion, a price-to-earnings ratio of 30.52, a PEG ratio of 2.46 and a beta of 0.24. The business has a fifty day simple moving average of $242.71 and a 200-day simple moving average of $236.32. Johnson & Johnson has a 52 week low of $164.23 and a 52 week high of $269.43.

Johnson & Johnson (NYSE:JNJ – Get Free Report) last posted its quarterly earnings results on Wednesday, July 15th. The company reported $2.90 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $2.84 by $0.06. The firm had revenue of $25.31 billion during the quarter, compared to the consensus estimate of $25.06 billion. Johnson & Johnson had a return on equity of 32.86% and a net margin of 21.48%.The firm’s quarterly revenue was up 6.6% compared to the same quarter last year. During the same quarter in the previous year, the business earned $2.77 earnings per share. Johnson & Johnson has set its FY 2026 guidance at 11.600-11.750 EPS. On average, equities research analysts expect that Johnson & Johnson will post 11.68 EPS for the current year.

Johnson & Johnson Dividend Announcement

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

Analyst Ratings Changes

JNJ has been the topic of a number of recent research reports. Daiwa Securities Group upped their target price on Johnson & Johnson from $237.00 to $246.00 and gave the company an “outperform” rating in a research note on Thursday, April 16th. Raymond James Financial boosted their price target on Johnson & Johnson from $258.00 to $265.00 and gave the stock an “outperform” rating in a report on Thursday, July 16th. Wall Street Zen upgraded Johnson & Johnson from a “hold” rating to a “buy” rating in a research report on Saturday, July 18th. Leerink Partners raised Johnson & Johnson from a “market perform” rating to an “outperform” rating and set a $265.00 price objective on the stock in a research note on Wednesday, May 13th. Finally, TD Cowen lifted their price objective on Johnson & Johnson from $250.00 to $300.00 and gave the stock a “buy” rating in a research report 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’s stock. According to MarketBeat.com, Johnson & Johnson has a consensus rating of “Moderate Buy” and a consensus target price of $265.30.

Read Our Latest Report on JNJ

Johnson & Johnson Company 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.