Johnson & Johnson $JNJ Shares Acquired by Principal Financial Group Inc.

Principal Financial Group Inc. boosted its stake in Johnson & Johnson (NYSE:JNJ) by 0.4% in the second quarter, according to the company in its most recent disclosure with the SEC. The firm owned 3,383,935 shares of the company’s stock after purchasing an additional 12,334 shares during the quarter. Principal Financial Group Inc. owned about 0.14% of Johnson & Johnson worth $859,418,000 as of its most recent filing with the SEC.

Several other institutional investors and hedge funds have also recently bought and sold shares of the stock. Blueline Advisors LLC purchased a new stake in shares of Johnson & Johnson during the 4th quarter valued at $25,000. Cresta Advisors Ltd. purchased a new position in shares of Johnson & Johnson in the 4th quarter worth $26,000. DecisionPoint Financial LLC boosted its holdings in Johnson & Johnson by 104.2% in the fourth quarter. DecisionPoint Financial LLC now owns 147 shares of the company’s stock valued at $30,000 after acquiring an additional 75 shares during the last quarter. Bay Harbor Wealth Management LLC grew its position in Johnson & Johnson by 49.0% during the fourth quarter. Bay Harbor Wealth Management LLC now owns 149 shares of the company’s stock valued at $31,000 after acquiring an additional 49 shares during the period. Finally, Matrix Trust Co increased its stake in Johnson & Johnson by 56.2% during the second quarter. Matrix Trust Co now owns 150 shares of the company’s stock worth $38,000 after acquiring an additional 54 shares during the last quarter. Institutional investors and hedge funds own 69.55% of the company’s stock.

Analysts Set New Price Targets

Several equities analysts have recently weighed in on JNJ shares. Bank of America lifted their price objective on Johnson & Johnson from $254.00 to $263.00 and gave the company a “neutral” rating in a research note on Friday, July 10th. Stifel Nicolaus set a $260.00 price target on shares of Johnson & Johnson in a report on Wednesday, July 15th. TD Cowen boosted their price objective on shares of Johnson & Johnson from $250.00 to $300.00 and gave the stock a “buy” rating in a research note on Monday, July 13th. Raymond James Financial set a $280.00 price objective on shares of Johnson & Johnson in a research report on Monday, August 3rd. Finally, Argus set a $300.00 target price on shares of Johnson & Johnson in a research note on Wednesday, July 29th. One equities research analyst has rated the stock with a Strong Buy rating, eighteen have issued a Buy rating and six have issued a Hold rating to the company. According to data from MarketBeat, the stock currently has an average rating of “Moderate Buy” and a consensus target price of $268.22.

Johnson & Johnson Stock Performance

Shares of NYSE:JNJ opened at $273.11 on Tuesday. The business’s 50-day simple moving average is $255.83 and its 200 day simple moving average is $243.08. The company has a market cap of $658.18 billion, a P/E ratio of 31.65, a PEG ratio of 2.58 and a beta of 0.24. 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 has a one year low of $173.33 and a one year high of $276.47.

Johnson & Johnson (NYSE:JNJ) last released 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. Johnson & Johnson had a return on equity of 32.42% and a net margin of 21.48%.The firm had revenue of $25.31 billion during the quarter, compared to analysts’ expectations of $25.06 billion. During the same quarter in the prior year, the business earned $2.77 EPS. Johnson & Johnson’s quarterly 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, sell-side analysts forecast that Johnson & Johnson will post 11.61 earnings per share for the current fiscal year.

Johnson & Johnson Announces Dividend

The company also recently declared a quarterly dividend, which will be paid on Tuesday, September 8th. Investors of record on Tuesday, August 25th will be issued a dividend of $1.34 per share. 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 (DPR) is presently 62.11%.

Johnson & Johnson News Summary

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

• Positive Sentiment: The FDA approved IMAAVY (nipocalimab-aahu) for adults and adolescents aged 12 and older with warm autoimmune hemolytic anemia who are currently or previously treated with corticosteroids. The approval gives J&J what it describes as the first treatment specifically approved for this rare, life-threatening blood disorder and could create a new commercial opportunity. FDA approves IMAAVY for warm autoimmune hemolytic anemia
• Positive Sentiment: Reuters reported that the FDA expanded IMAAVY’s use for the rare blood disorder, reinforcing investor expectations that J&J’s newer medicines can offset future losses from older products. FDA expands approval for J&J’s drug
• Positive Sentiment: J&J’s broader pipeline remains a key catalyst, with new launches, late-stage clinical data and regulatory approvals expected to support growth through 2026 and beyond. The company also received EU approval for a TECVAYLI combination therapy in multiple myeloma. J&J’s pipeline momentum
• Positive Sentiment: Recent quarterly results were better than expected: adjusted earnings reached $2.90 per share versus an estimated $2.84, while revenue rose 6.6% year over year to $25.31 billion. J&J maintained 2026 earnings guidance of $11.60 to $11.75 per share. Q2 earnings season results
• Neutral Sentiment: Investors continue to view J&J as a relatively stable, dividend-focused healthcare holding, particularly as technology valuations face renewed volatility. Johnson & Johnson rises as investors seek stability
• Negative Sentiment: A Louisiana jury awarded $10 million in a talc-related mesothelioma case. Although the verdict may be manageable relative to J&J’s size, additional litigation could continue to weigh on sentiment and create financial uncertainty. Louisiana talc-related mesothelioma verdict
• Negative Sentiment: Analysts remain focused on the rapid erosion of Stelara revenue following patent-related loss of exclusivity, increasing pressure on IMAAVY, oncology products and other pipeline medicines to replace declining sales. Pfizer versus J&J patent cliff

Insider Activity

In other news, EVP Elizabeth Forminard sold 15,918 shares of Johnson & Johnson 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 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 ownership of the stock. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through this hyperlink. Also, 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 completion of the transaction, 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. Over the last quarter, insiders sold 63,972 shares of company stock worth $16,245,605. Corporate insiders own 0.16% of the company’s stock.

About Johnson & Johnson

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.