Envestnet Portfolio Solutions Inc. Lowers Holdings in Johnson & Johnson $JNJ

Posted by Brenda Bartman on Aug 15th, 2026

Envestnet Portfolio Solutions Inc. trimmed its holdings in shares of Johnson & Johnson (NYSE:JNJ – Free Report) by 8.9% in the second quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The fund owned 71,666 shares of the company’s stock after selling 6,962 shares during the quarter. Envestnet Portfolio Solutions Inc.’s holdings in Johnson & Johnson were worth $18,191,000 at the end of the most recent reporting period.

Other large investors also recently bought and sold shares of the company. World Investment Advisors grew its position in Johnson & Johnson by 19.6% in the fourth quarter. World Investment Advisors now owns 161,343 shares of the company’s stock valued at $33,390,000 after acquiring an additional 26,450 shares in the last quarter. Benchmark Financial LLC purchased a new stake in Johnson & Johnson during the 4th quarter worth $554,000. Principal Financial Group Inc. grew its stake in shares of Johnson & Johnson by 0.8% during the fourth quarter. Principal Financial Group Inc. now owns 3,410,177 shares of the company’s stock valued at $705,736,000 after acquiring an additional 28,370 shares in the last quarter. KBC Group NV increased its position in shares of Johnson & Johnson by 21.8% during the fourth quarter. KBC Group NV now owns 2,296,831 shares of the company’s stock worth $475,330,000 after acquiring an additional 410,720 shares during the last quarter. Finally, SageGuard Financial Group LLC acquired a new position in shares of Johnson & Johnson in the fourth quarter worth about $1,019,000. Institutional investors and hedge funds own 69.55% of the company’s stock.

Wall Street Analysts Forecast Growth

Several equities analysts have recently commented on the company. Freedom Capital upgraded Johnson & Johnson from a “hold” rating to a “strong-buy” rating in a research note on Thursday, July 16th. Bank of America increased their price objective on shares of Johnson & Johnson from $254.00 to $263.00 and gave the company a “neutral” rating in a research note on Friday, July 10th. HSBC set a $290.00 target price on shares of Johnson & Johnson and gave the stock a “buy” rating in a research report on Monday, July 6th. Royal Bank Of Canada increased their price target on shares of Johnson & Johnson from $265.00 to $287.00 and gave the stock an “outperform” rating in a research report on Monday, July 13th. Finally, Morgan Stanley increased their target price on Johnson & Johnson from $284.00 to $294.00 and gave the stock an “overweight” rating in a report on Thursday, July 16th. One analyst has rated the stock with a Strong Buy rating, eighteen have issued a Buy rating and six have given a Hold rating to the company. Based on data from MarketBeat, the stock has an average rating of “Moderate Buy” and a consensus price target of $268.22.

View Our Latest Stock Report on JNJ

Johnson & Johnson Price Performance

Shares of NYSE:JNJ opened at $260.44 on Friday. The company has a market cap of $627.63 billion, a PE ratio of 30.18, a P/E/G ratio of 2.50 and a beta of 0.24. Johnson & Johnson has a fifty-two week low of $173.33 and a fifty-two week high of $274.90. The firm has a 50-day simple moving average of $251.92 and a 200 day simple moving average of $241.20. 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 (NYSE:JNJ – Get Free Report) last announced its quarterly earnings results on Wednesday, July 15th. The company reported $2.90 earnings per share for the quarter, topping analysts’ consensus estimates of $2.84 by $0.06. The business had revenue of $25.31 billion for the quarter, compared to analysts’ expectations of $25.06 billion. Johnson & Johnson had a return on equity of 32.42% and a net margin of 21.48%.The business’s quarterly revenue was up 6.6% on a year-over-year basis. During the same period in the prior year, the firm earned $2.77 EPS. Johnson & Johnson has set its FY 2026 guidance at 11.600-11.750 EPS. On average, sell-side analysts anticipate that Johnson & Johnson will post 11.61 EPS for the current year.

Johnson & Johnson Announces Dividend

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 $1.34 dividend. This represents a $5.36 annualized dividend and a yield of 2.1%. The ex-dividend date is Tuesday, August 25th. Johnson & Johnson’s dividend payout ratio (DPR) is currently 62.11%.

Johnson & Johnson News Summary

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

Positive Sentiment: Constructive post-earnings outlook: JNJ’s latest results exceeded analyst expectations for both earnings and revenue, while full-year 2026 EPS guidance remains centered around $11.60-$11.75. Analysts are watching for continued estimate increases and earnings momentum to support the stock’s advance. Why Is Johnson & Johnson Up Since Its Last Earnings Report?
Positive Sentiment: Pharmaceutical recovery and defensive appeal: JNJ is among the large-cap pharmaceutical companies investors are watching as the industry recovery gains traction. Its diversified healthcare business and relatively low-beta profile may also attract investors seeking defensive exposure amid market uncertainty. Large-Cap Stocks to Watch as Pharma Recovery Takes Hold
Positive Sentiment: Dividend record reinforces income appeal: JNJ raised its dividend 3.1% to $5.36 per share annually, extending its streak of consecutive increases to 64 years. The increase supports the company’s reputation as a long-term income and stability investment. Johnson & Johnson Has Increased Its Dividend for 64 Consecutive Years
Neutral Sentiment: Talc settlement remains a key overhang: Analysis of JNJ’s proposed $5.5 billion talc settlement views it as a potential step toward reducing litigation uncertainty, but the long-term financial and legal impact remains subject to scrutiny. Johnson & Johnson’s $5.5B Talc Settlement
Neutral Sentiment: Portfolio adjustments: JNJ sold its remaining rights and interests in botaretigene sparoparvovec to MeiraGTx for $25 million. The transaction may streamline the portfolio, but its financial contribution is unlikely to materially affect near-term results. MeiraGTx Reports Second Quarter 2026 Results
Negative Sentiment: Robotics competition is increasing: Intuitive Surgical cited growing competitive pressure from JNJ and Chinese robotic-surgery platforms. While this reflects JNJ’s ambitions in surgical robotics, it also signals that gaining market share could require substantial investment and execution. Intuitive Surgical Beats on Q2 Results

Insider Transactions at Johnson & Johnson

In other news, 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 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 ownership of the stock. The transaction was disclosed in a document filed with the SEC, which can be accessed through this link. Also, EVP Kathryn E. Wengel sold 10,000 shares of Johnson & Johnson stock in a transaction dated 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 represents a 8.05% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Over the last quarter, insiders sold 48,972 shares of company stock valued at $12,295,205. 0.16% of the stock is currently owned by corporate insiders.

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.