Uptick Partners LLC Acquires 7,419 Shares of Johnson & Johnson $JNJ

Posted by Francis Steltz on Sep 2nd, 2026

Uptick Partners LLC raised its holdings in Johnson & Johnson (NYSE:JNJ – Free Report) by 152.4% in the second quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The firm owned 12,288 shares of the company’s stock after purchasing an additional 7,419 shares during the period. Uptick Partners LLC’s holdings in Johnson & Johnson were worth $3,121,000 at the end of the most recent quarter.

A number of other institutional investors and hedge funds have also recently made changes to their positions in JNJ. CM Wealth Advisors LLC raised its position in shares of Johnson & Johnson by 15.2% in the 2nd quarter. CM Wealth Advisors LLC now owns 3,312 shares of the company’s stock valued at $841,000 after buying an additional 436 shares in the last quarter. AssuredPartners Investment Advisors LLC boosted its position in shares of Johnson & Johnson by 2.8% during the 2nd quarter. AssuredPartners Investment Advisors LLC now owns 17,251 shares of the company’s stock worth $4,381,000 after acquiring an additional 463 shares in the last quarter. Shepherd Financial Partners LLC increased its stake in Johnson & Johnson by 14.6% in the second quarter. Shepherd Financial Partners LLC now owns 11,597 shares of the company’s stock valued at $2,945,000 after acquiring an additional 1,475 shares during the last quarter. Knuff & Co LLC raised its position in Johnson & Johnson by 5.9% during the second quarter. Knuff & Co LLC now owns 10,973 shares of the company’s stock valued at $2,787,000 after purchasing an additional 616 shares in the last quarter. Finally, Denali Advisors LLC raised its position in Johnson & Johnson by 1.2% during the second quarter. Denali Advisors LLC now owns 3,305 shares of the company’s stock valued at $839,000 after purchasing an additional 40 shares in the last quarter. Institutional investors and hedge funds own 69.55% of the company’s stock.

Johnson & Johnson News Summary

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

Positive Sentiment: Defensive strength supported the stock. JNJ gained as the broader market weakened, suggesting investors favored its relatively stable healthcare business and dependable dividend. The company has maintained a decades-long dividend-growth streak, making it attractive to income-oriented investors. Johnson & Johnson (JNJ) Rises As Market Takes a Dip: Key Facts
Positive Sentiment: Upcoming results provide a potential catalyst. Johnson & Johnson will host its third-quarter earnings conference call on October 13. Investors will focus on operating trends, guidance and updates on key risks. Johnson & Johnson to Host Investor Conference Call on Third-Quarter Results
Neutral Sentiment: J&J’s investment portfolio received favorable attention. The company owns stakes in approximately 15 biotechnology and medical-technology companies, with one larger holding standing out because of its market capitalization. The portfolio may offer strategic or financial upside, but it is not currently a major earnings catalyst. Johnson & Johnson Owns Stakes in 15 Stocks. Here’s the Best of the Bunch.
Negative Sentiment: One analyst modestly reduced its earnings forecast. Erste Group Bank lowered its 2026 EPS estimate to $11.65 from $11.68, although the revised forecast remains above the broader consensus estimate of $11.61. The small cut is a mild negative signal rather than a material change to the outlook.
Negative Sentiment: Dividend investors face a longer-term uncertainty. Commentary comparing JNJ with Procter & Gamble highlights a forthcoming corporate event that could threaten the uninterrupted payout record investors associate with J&J. The article does not indicate an immediate dividend reduction, but the issue may temper enthusiasm among income-focused shareholders. Why Procter & Gamble’s Quieter Dividend Outpaces Johnson & Johnson’s Growth Story

Analyst Ratings Changes

JNJ has been the topic of a number of research analyst reports. Morgan Stanley raised their target price on Johnson & Johnson from $284.00 to $294.00 and gave the company an “overweight” rating in a report on Thursday, July 16th. Freedom Capital raised Johnson & Johnson from a “hold” rating to a “strong-buy” rating in a report on Thursday, July 16th. TD Cowen upped 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. Argus set a $300.00 target price on Johnson & Johnson in a research report on Wednesday, July 29th. Finally, Wall Street Zen downgraded Johnson & Johnson from a “buy” rating to a “hold” rating in a research note on Saturday, August 1st. One 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. According to data from MarketBeat, the company has an average rating of “Moderate Buy” and a consensus price target of $268.22.

Read Our Latest Research Report on JNJ

Insider Transactions at Johnson & Johnson

In other news, EVP Vanessa Broadhurst sold 23,054 shares of the company’s 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 completion of the transaction, the executive vice president owned 23,003 shares of the company’s stock, valued at $5,779,963.81. This represents a 50.06% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which is available through this hyperlink. Also, EVP Elizabeth Forminard sold 15,918 shares of the firm’s stock in a transaction that occurred on Thursday, August 6th. The shares were sold at an average price of $257.00, for a total transaction of $4,090,926.00. Following the completion of the transaction, the executive vice president owned 16,994 shares of the company’s stock, valued at approximately $4,367,458. This trade represents a 48.37% decrease in their position. The SEC filing for this sale provides additional information. Insiders have sold a total of 63,972 shares of company stock valued at $16,245,605 over the last three months. Company insiders own 0.16% of the company’s stock.

Johnson & Johnson Stock Performance

NYSE JNJ opened at $271.53 on Wednesday. The firm’s fifty day moving average price is $260.21 and its two-hundred day moving average price is $244.39. The stock has a market cap of $654.36 billion, a PE ratio of 31.46, a PEG ratio of 2.54 and a beta of 0.24. Johnson & Johnson has a fifty-two week low of $173.33 and a fifty-two week high of $276.47. 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 (NYSE:JNJ – Get Free Report) last announced 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 company had revenue of $25.31 billion during the quarter, compared to analysts’ expectations of $25.06 billion. During the same period in the prior year, the company earned $2.77 EPS. Johnson & Johnson’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 analysts expect that Johnson & Johnson will post 11.61 EPS for the current fiscal year.

Johnson & Johnson Announces Dividend

The company also recently announced a quarterly dividend, which will be paid on Tuesday, September 8th. Shareholders of record on Tuesday, August 25th will be issued a $1.34 dividend. 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 presently 62.11%.

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.