Two Sigma Securities LLC Buys 2,773 Shares of Johnson & Johnson $JNJ

Posted by Stanley Muller on Sep 10th, 2026

Two Sigma Securities LLC increased its stake in Johnson & Johnson (NYSE:JNJ – Free Report) by 97.7% in the 2nd quarter, according to the company in its most recent filing with the SEC. The fund owned 5,612 shares of the company’s stock after purchasing an additional 2,773 shares during the quarter. Two Sigma Securities LLC’s holdings in Johnson & Johnson were worth $1,425,000 at the end of the most recent reporting period.

Several other hedge funds and other institutional investors also recently added to or reduced their stakes in JNJ. State Street Corp grew its stake in Johnson & Johnson by 1.3% in the 4th quarter. State Street Corp now owns 133,869,843 shares of the company’s stock valued at $27,704,364,000 after buying an additional 1,663,782 shares during the last quarter. Auto Owners Insurance Co boosted its holdings in Johnson & Johnson by 22,225.6% during the fourth quarter. Auto Owners Insurance Co now owns 69,419,308 shares of the company’s stock valued at $1,436,633,000 after acquiring an additional 69,108,368 shares during the period. Geode Capital Management LLC grew its position in shares of Johnson & Johnson by 3.1% in the fourth quarter. Geode Capital Management LLC now owns 57,953,747 shares of the company’s stock valued at $11,967,947,000 after purchasing an additional 1,738,292 shares during the last quarter. Norges Bank bought a new position in shares of Johnson & Johnson in the fourth quarter worth about $6,924,523,000. Finally, Wellington Management Group LLP lifted its position in shares of Johnson & Johnson by 3.8% during the 3rd quarter. Wellington Management Group LLP now owns 25,832,777 shares of the company’s stock worth $4,789,914,000 after purchasing an additional 956,239 shares during the last quarter. Institutional investors and hedge funds own 69.55% of the company’s stock.

Insider Buying and Selling

In related news, EVP Elizabeth Forminard sold 15,918 shares of the firm’s stock in a transaction that occurred on 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 completion of the transaction, the executive vice president owned 16,994 shares in the company, valued at $4,367,458. This trade represents a 48.37% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available through the SEC website. Also, EVP Jennifer L. Taubert sold 15,000 shares of the business’s stock in a transaction on 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 completion of the sale, the executive vice president directly owned 194,451 shares in the company, valued at approximately $51,210,615.36. This represents a 7.16% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold a total of 87,569 shares of company stock valued at $23,064,544 over the last ninety days. Company insiders own 0.16% of the company’s stock.

Johnson & Johnson Stock Down 0.7%

Shares of JNJ stock opened at $267.20 on Thursday. The stock has a market cap of $643.93 billion, a P/E ratio of 30.96, a price-to-earnings-growth ratio of 2.57 and a beta of 0.24. 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 stock has a fifty day moving average price of $262.88 and a 200 day moving average price of $245.62. Johnson & Johnson has a one year low of $173.33 and a one year high of $281.07.

Johnson & Johnson (NYSE:JNJ – Get Free Report) last announced its quarterly earnings data on Wednesday, July 15th. The company reported $2.90 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $2.84 by $0.06. The company had revenue of $25.31 billion during the quarter, compared to analysts’ expectations of $25.06 billion. Johnson & Johnson had a net margin of 21.48% and a return on equity of 32.42%. The business’s revenue was up 6.6% on a year-over-year basis. During the same quarter in the prior year, the company posted $2.77 EPS. Johnson & Johnson has set its FY 2026 guidance at 11.600-11.750 EPS. Analysts predict that Johnson & Johnson will post 11.61 earnings per share for the current year.

Johnson & Johnson Announces Dividend

The firm also recently declared a quarterly dividend, which was paid on Tuesday, September 8th. Shareholders of record on Tuesday, August 25th were paid a dividend of $1.34 per share. The ex-dividend date was Tuesday, August 25th. This represents a $5.36 dividend on an annualized basis and a yield of 2.0%. Johnson & Johnson’s dividend payout ratio (DPR) is currently 62.11%.

More Johnson & Johnson News

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

Positive Sentiment: At the Wells Fargo Healthcare Conference, Johnson & Johnson highlighted growth opportunities in MedTech, with cardiovascular products taking center stage. Management’s focus on high-end, innovative devices supports the company’s longer-term growth outlook. Johnson & Johnson Eyes High-End MedTech Growth as Cardiovascular Takes Center Stage
Positive Sentiment: JNJ is preparing to present 24 abstracts at Psych Congress 2026, including pivotal Phase 3 CAPLYTA data in bipolar mania and new SPRAVATO analyses. The data could strengthen confidence in the company’s neuropsychiatry pipeline and future pharmaceutical growth. Johnson & Johnson Neuropsychiatry Data
Positive Sentiment: Jim Cramer characterized the recent weakness as a buying opportunity, reinforcing the view that JNJ’s defensive profile, diversified healthcare operations, and dividend appeal may attract investors during market uncertainty. Cramer Says It’s Time to Buy the Dip on JNJ
Neutral Sentiment: Analysts and market commentary continue to view JNJ as a defensive stock ahead of inflation data and the Federal Reserve’s next rate decision. That positioning may support demand, but macroeconomic uncertainty is also increasing day-to-day volatility. Defensive Stocks Ahead of CPI and the Fed
Negative Sentiment: JNJ recently declined more than the broader market, suggesting profit-taking or increased sensitivity to market-wide selling. With shares near their 52-week high and trading at roughly 31 times earnings, valuation may be limiting near-term upside despite solid earnings and full-year EPS guidance. Johnson & Johnson Sees a More Significant Dip Than the Broader Market

Wall Street Analysts Forecast Growth

JNJ has been the topic of several recent analyst reports. Weiss Ratings raised Johnson & Johnson from a “buy (b-)” rating to a “buy (b)” rating in a research report on Friday, July 24th. Royal Bank Of Canada raised their price objective on shares of Johnson & Johnson from $265.00 to $287.00 and gave the stock an “outperform” rating in a research note on Monday, July 13th. Bank of America boosted their target price on shares of Johnson & Johnson from $254.00 to $263.00 and gave the stock a “neutral” rating in a research report on Friday, July 10th. UBS Group initiated coverage on shares of Johnson & Johnson in a report on Wednesday, September 2nd. They issued a “buy” rating and a $320.00 price target for the company. Finally, Freedom Capital upgraded shares of Johnson & Johnson from a “hold” rating to a “strong-buy” rating in a report on Thursday, July 16th. One research analyst has rated the stock with a Strong Buy rating, eighteen have assigned a Buy rating and six have issued a Hold rating to the stock. Based on data from MarketBeat.com, the company currently has a consensus rating of “Moderate Buy” and an average price target of $272.83.

Get Our Latest Research Report on Johnson & Johnson

About Johnson & Johnson

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Johnson & Johnson (NYSE: JNJ) is a global healthcare company that develops, manufactures and markets pharmaceutical and medical device products. Founded in 1886 and headquartered in New Brunswick, New Jersey, the company serves patients, healthcare professionals and institutions in markets around the world.

Johnson & Johnson operates through two primary business segments: Innovative Medicine and MedTech. Innovative Medicine focuses on prescription treatments in areas including immunology, oncology, neuroscience, cardiovascular and metabolic disease, infectious diseases, and pulmonary hypertension.