Mission Financial Group LLC purchased a new position in shares of Johnson & Johnson (NYSE:JNJ – Free Report) during the second quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor purchased 2,422 shares of the company’s stock, valued at approximately $615,000.
A number of other hedge funds and other institutional investors have also made changes to their positions in the business. Elefante Mark B increased its stake in Johnson & Johnson by 9.8% in the second quarter. Elefante Mark B now owns 28,686 shares of the company’s stock valued at $7,285,000 after purchasing an additional 2,563 shares during the last quarter. LM Advisors LLC boosted its stake in Johnson & Johnson by 309.2% in the 2nd quarter. LM Advisors LLC now owns 9,022 shares of the company’s stock worth $2,291,000 after buying an additional 6,817 shares during the last quarter. First Nebraska Trust Co grew its holdings in Johnson & Johnson by 1.2% in the 2nd quarter. First Nebraska Trust Co now owns 67,346 shares of the company’s stock valued at $17,104,000 after buying an additional 802 shares during the period. Bank of Nova Scotia grew its holdings in Johnson & Johnson by 16.4% in the 2nd quarter. Bank of Nova Scotia now owns 886,454 shares of the company’s stock valued at $225,132,000 after buying an additional 124,651 shares during the period. Finally, Kirtland Hills Capital Management LLC increased its stake in shares of Johnson & Johnson by 2.0% during the 2nd quarter. Kirtland Hills Capital Management LLC now owns 4,295 shares of the company’s stock valued at $1,091,000 after acquiring an additional 83 shares during the last quarter. Hedge funds and other 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: Analyst sentiment remains supportive. JNJ received an upgrade that helped it reach a new 12-month high, while the broader analyst view is rated “Moderate Buy.” UBS also began coverage, potentially increasing institutional attention. Johnson & Johnson Reaches New 12-Month High Following Analyst Upgrade Johnson & Johnson Receives Average Rating of Moderate Buy
- Positive Sentiment: Johnson & Johnson’s 64-year record of dividend growth remains a key support for income-oriented investors. Strong profitability and the company’s diversified healthcare portfolio help sustain the dividend despite competitive pressure on a major drug. Johnson & Johnson Is Boring Which Makes Its Dividend Nearly Perfect
- Neutral Sentiment: Management will discuss the business at the Deutsche Bank Healthcare Summit on September 17. The event could provide updates on pharmaceuticals, litigation and forward guidance, but it is not itself a change to earnings expectations. Johnson & Johnson to Participate in the Deutsche Bank 2026 Healthcare Summit
- Negative Sentiment: Profit-taking and valuation risk are elevated after JNJ gained about 60% over the past year versus roughly 21% for the S&P 500. Analysts question whether the current price already discounts growth above management’s near-term outlook. Was JNJ Stock Rally Actually Its Own? Is Johnson & Johnson Stock Priced For More Growth Than It Has Guided?
- Negative Sentiment: An executive vice president sold 33,597 shares worth approximately $9.2 million, reducing his holdings by 56.9%. The sale may reinforce short-term concerns about insider conviction, although it does not change JNJ’s fundamentals. SEC insider transaction filing
- Negative Sentiment: An analyst lowered the FY2026 EPS forecast, adding pressure to expectations. Talc litigation also remains unresolved despite a proposed path toward settlement, while the Louisiana verdict continues to focus attention on legal liability and potential costs. Johnson & Johnson dividend and competition analysis
Analyst Upgrades and Downgrades
View Our Latest Research Report on Johnson & Johnson
Johnson & Johnson Stock Performance
Johnson & Johnson stock opened at $275.12 on Friday. Johnson & Johnson has a 12-month low of $173.33 and a 12-month high of $281.07. The company has a debt-to-equity ratio of 0.44, a current ratio of 1.09 and a quick ratio of 0.81. The company has a market capitalization of $663.01 billion, a price-to-earnings ratio of 31.88, a price-to-earnings-growth ratio of 2.66 and a beta of 0.24. The firm’s fifty day moving average price is $261.98 and its 200 day moving average price is $245.07.
Johnson & Johnson (NYSE:JNJ – Get Free Report) last announced its earnings results on Wednesday, July 15th. The company reported $2.90 earnings per share for the quarter, beating 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 company had revenue of $25.31 billion during the quarter, compared to the consensus estimate of $25.06 billion. During the same period last year, the firm earned $2.77 earnings per share. The company’s revenue was up 6.6% on a year-over-year basis. Johnson & Johnson has set its FY 2026 guidance at 11.600-11.750 EPS. On average, research analysts forecast that Johnson & Johnson will post 11.61 EPS for the current fiscal year.
Johnson & Johnson Announces Dividend
The firm also recently announced a quarterly dividend, which will be paid on Tuesday, September 8th. Shareholders of record on Tuesday, August 25th will be paid a dividend of $1.34 per share. The ex-dividend date is Tuesday, August 25th. This represents a $5.36 annualized dividend and a yield of 1.9%. Johnson & Johnson’s payout ratio is presently 62.11%.
Insider Buying and Selling
In other news, 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 value of $4,090,926.00. Following the completion of the transaction, the executive vice president directly owned 16,994 shares of the company’s stock, valued at approximately $4,367,458. The trade was a 48.37% decrease in their position. The transaction was disclosed in a filing with the SEC, which is accessible through this hyperlink. Also, EVP Jennifer Taubert sold 15,000 shares of the stock in a transaction dated Monday, August 17th. The stock was sold at an average price of $263.36, for a total transaction of $3,950,400.00. Following the sale, the executive vice president owned 194,451 shares in the company, valued at approximately $51,210,615.36. This trade represents a 7.16% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. In the last 90 days, insiders sold 97,569 shares of company stock worth $25,476,044. Company insiders own 0.16% of the company’s stock.
Johnson & Johnson Company Profile
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.
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