Ninepoint Partners LP Takes $640,000 Position in Johnson & Johnson $JNJ

Posted by Francis Steltz on Sep 2nd, 2026

Ninepoint Partners LP purchased a new position in Johnson & Johnson (NYSE:JNJ – Free Report) in the second quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The fund purchased 2,520 shares of the company’s stock, valued at approximately $640,000.

Several other institutional investors have also recently added to or reduced their stakes in the stock. Silver Coast Investments LLC grew its holdings in Johnson & Johnson by 3.8% during the 2nd quarter. Silver Coast Investments LLC now owns 1,066 shares of the company’s stock worth $271,000 after acquiring an additional 39 shares in the last quarter. Townsend Asset Management Corp NC ADV lifted its position in shares of Johnson & Johnson by 0.6% during the second quarter. Townsend Asset Management Corp NC ADV now owns 6,418 shares of the company’s stock worth $1,630,000 after purchasing an additional 39 shares during the last quarter. Denali Advisors LLC grew its stake in Johnson & Johnson by 1.2% in the second quarter. Denali Advisors LLC now owns 3,305 shares of the company’s stock worth $839,000 after purchasing an additional 40 shares in the last quarter. Sierra Capital LLC grew its stake in Johnson & Johnson by 0.5% in the fourth quarter. Sierra Capital LLC now owns 8,144 shares of the company’s stock worth $1,685,000 after purchasing an additional 41 shares in the last quarter. Finally, Beaird Harris Wealth Management LLC increased its holdings in Johnson & Johnson by 1.8% in the fourth quarter. Beaird Harris Wealth Management LLC now owns 2,422 shares of the company’s stock valued at $501,000 after buying an additional 42 shares during the last quarter. 69.55% of the stock is owned by institutional investors and hedge funds.

Key Stories Impacting Johnson & Johnson

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 Upgrades and Downgrades

JNJ has been the topic of a number of research analyst reports. The Goldman Sachs Group reaffirmed a “buy” rating and set a $282.00 target price on shares of Johnson & Johnson in a report on Thursday, July 16th. Citigroup boosted their price target on Johnson & Johnson from $285.00 to $298.00 and gave the company a “buy” rating in a report on Wednesday, July 8th. Freedom Capital raised Johnson & Johnson from a “hold” rating to a “strong-buy” rating in a research report on Thursday, July 16th. Johnson Rice reaffirmed a “buy” rating on shares of Johnson & Johnson in a report on Monday, August 3rd. Finally, Morgan Stanley boosted their target price on shares of Johnson & Johnson from $284.00 to $294.00 and gave the company an “overweight” rating in a research note on Thursday, July 16th. One investment analyst has rated the stock with a Strong Buy rating, eighteen have given a Buy rating and six have given a Hold rating to the stock. According to MarketBeat, the company presently has an average rating of “Moderate Buy” and an average price target of $268.22.

Check Out Our Latest Research Report on Johnson & Johnson

Johnson & Johnson Stock Performance

Shares of JNJ stock opened at $271.53 on Wednesday. The company has a market cap of $654.36 billion, a P/E ratio of 31.46, a PEG ratio of 2.54 and a beta of 0.24. The business has a 50 day moving average of $260.21 and a two-hundred day moving average of $244.39. Johnson & Johnson has a 52 week low of $173.33 and a 52 week high of $276.47. 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. As a group, analysts anticipate that Johnson & Johnson will post 11.61 EPS for the current year.

Johnson & Johnson Announces Dividend

The business also recently announced a quarterly dividend, which will be paid on Tuesday, September 8th. Shareholders of record on Tuesday, August 25th will be given a $1.34 dividend. The ex-dividend date of this dividend is Tuesday, August 25th. This represents a $5.36 annualized dividend and a yield of 2.0%. Johnson & Johnson’s dividend payout ratio (DPR) is currently 62.11%.

Insider Buying and Selling

In related news, EVP Jennifer L. Taubert sold 15,000 shares of the stock in a transaction dated Monday, August 17th. The shares were sold at an average price of $263.36, for a total value of $3,950,400.00. Following the sale, the executive vice president owned 194,451 shares of the company’s stock, valued at $51,210,615.36. This trade represents a 7.16% decrease in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through the SEC website. Also, EVP Elizabeth Forminard sold 15,918 shares of Johnson & Johnson stock in a transaction dated 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 sale, the executive vice president owned 16,994 shares in the company, valued at approximately $4,367,458. This represents a 48.37% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Over the last ninety days, insiders have sold 63,972 shares of company stock valued at $16,245,605. 0.16% of the stock is owned by corporate insiders.

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.