Vega Investment Solutions Has $540,000 Holdings in Johnson & Johnson $JNJ

Posted by Francis Steltz on Sep 6th, 2026

Vega Investment Solutions grew its position in Johnson & Johnson (NYSE:JNJ – Free Report) by 645.6% in the second quarter, Holdings Channel reports. The fund owned 2,125 shares of the company’s stock after acquiring an additional 1,840 shares during the quarter. Vega Investment Solutions’ holdings in Johnson & Johnson were worth $540,000 at the end of the most recent reporting period.

Other hedge funds and other institutional investors have also bought and sold shares of the company. Blueline Advisors LLC bought a new position in Johnson & Johnson in the fourth quarter valued at about $25,000. Semmax Financial Advisors Inc. grew its holdings in shares of Johnson & Johnson by 55.0% during the second quarter. Semmax Financial Advisors Inc. now owns 203 shares of the company’s stock worth $31,000 after purchasing an additional 72 shares during the last quarter. E Fund Management Hong Kong Co. Ltd. increased its stake in shares of Johnson & Johnson by 946.7% in the fourth quarter. E Fund Management Hong Kong Co. Ltd. now owns 157 shares of the company’s stock valued at $32,000 after buying an additional 142 shares during the period. MidAtlantic Capital Management Inc. bought a new position in Johnson & Johnson in the 4th quarter valued at approximately $37,000. Finally, Matrix Trust Co raised its holdings in Johnson & Johnson by 56.2% in the 2nd quarter. Matrix Trust Co now owns 150 shares of the company’s stock valued at $38,000 after buying an additional 54 shares during the last quarter. 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

JNJ has been the topic of a number of research reports. Wells Fargo & Company boosted their target price on shares of Johnson & Johnson from $272.00 to $282.00 and gave the stock an “overweight” rating in a report on Monday, August 3rd. UBS Group initiated coverage on shares of Johnson & Johnson in a research note on Wednesday. They set a “buy” rating and a $320.00 price target for the company. Royal Bank Of Canada lifted their price target on shares of Johnson & Johnson from $265.00 to $287.00 and gave the stock an “outperform” rating in a report on Monday, July 13th. Leerink Partners upgraded Johnson & Johnson from a “market perform” rating to an “outperform” rating and set a $265.00 price objective for the company in a report on Wednesday, May 13th. Finally, Stifel Nicolaus set a $260.00 target price on Johnson & Johnson in a research report on Wednesday, July 15th. 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. According to MarketBeat, Johnson & Johnson has a consensus rating of “Moderate Buy” and a consensus target price of $272.83.

Get Our Latest Stock Analysis on Johnson & Johnson

Johnson & Johnson Stock Down 1.2%

Johnson & Johnson stock opened at $275.12 on Friday. The firm has a market cap of $663.01 billion, a price-to-earnings ratio of 31.88, a PEG ratio of 2.63 and a beta of 0.24. Johnson & Johnson has a 52-week low of $173.33 and a 52-week high of $281.07. The company has a debt-to-equity ratio of 0.44, a quick ratio of 0.81 and a current ratio of 1.09. The firm has a 50 day moving average price of $261.98 and a two-hundred day moving average price of $245.07.

Johnson & Johnson (NYSE:JNJ – Get Free Report) last posted its quarterly earnings data 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 net margin of 21.48% and a return on equity of 32.42%. The company had revenue of $25.31 billion for the quarter, compared to analyst estimates of $25.06 billion. During the same period in the prior year, the firm posted $2.77 EPS. The company’s quarterly 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. Equities analysts predict that Johnson & Johnson will post 11.61 EPS for the current year.

Johnson & Johnson Announces Dividend

The company also recently declared a quarterly dividend, which will be paid on Tuesday, September 8th. Shareholders of record on Tuesday, August 25th will be given a dividend of $1.34 per share. The ex-dividend date of this dividend is Tuesday, August 25th. This represents a $5.36 dividend on an annualized basis and a yield of 1.9%. Johnson & Johnson’s dividend payout ratio is 62.11%.

Insider Activity

In related news, EVP Elizabeth Forminard sold 15,918 shares of the company’s stock in a transaction dated Thursday, August 6th. The stock was sold at an average price of $257.00, for a total transaction of $4,090,926.00. Following the sale, the executive vice president owned 16,994 shares in the company, valued at $4,367,458. This represents a 48.37% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available at the SEC website. Also, EVP Jennifer L. Taubert sold 15,000 shares of the firm’s stock in a transaction that occurred on Monday, August 17th. The stock was sold at an average price of $263.36, for a total value of $3,950,400.00. Following the sale, the executive vice president directly owned 194,451 shares of the company’s stock, valued at $51,210,615.36. This represents a 7.16% decrease in their position. The disclosure for this sale is available in the SEC filing. In the last 90 days, insiders sold 97,569 shares of company stock worth $25,476,044. 0.16% of the stock is owned by 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.