OMERS ADMINISTRATION Corp Raises Stake in Johnson & Johnson $JNJ

OMERS ADMINISTRATION Corp lifted its holdings in Johnson & Johnson (NYSE:JNJ) by 139.9% in the 2nd quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 511,025 shares of the company’s stock after acquiring an additional 297,978 shares during the period. Johnson & Johnson makes up 0.8% of OMERS ADMINISTRATION Corp’s portfolio, making the stock its 26th biggest position. OMERS ADMINISTRATION Corp’s holdings in Johnson & Johnson were worth $129,785,000 as of its most recent SEC filing.

A number of other large investors have also modified their holdings of JNJ. World Investment Advisors grew its stake in shares of Johnson & Johnson by 19.6% during the fourth quarter. World Investment Advisors now owns 161,343 shares of the company’s stock valued at $33,390,000 after acquiring an additional 26,450 shares in the last quarter. Signal Advisors Wealth LLC raised its position in shares of Johnson & Johnson by 76.1% in the 1st quarter. Signal Advisors Wealth LLC now owns 15,126 shares of the company’s stock valued at $3,697,000 after purchasing an additional 6,539 shares in the last quarter. Louisiana State Employees Retirement System acquired a new position in shares of Johnson & Johnson in the 1st quarter valued at approximately $30,017,000. Gradient Investments LLC boosted its stake in shares of Johnson & Johnson by 9.9% during the 2nd quarter. Gradient Investments LLC now owns 152,831 shares of the company’s stock valued at $38,815,000 after buying an additional 13,737 shares during the last quarter. Finally, Brighton Jones LLC grew its position in shares of Johnson & Johnson by 13.9% during the fourth quarter. Brighton Jones LLC now owns 51,876 shares of the company’s stock worth $7,502,000 after buying an additional 6,332 shares in the last quarter. Institutional investors and hedge funds own 69.55% of the company’s stock.

Johnson & Johnson Stock Down 1.2%

Shares of NYSE:JNJ opened at $275.12 on Friday. The company’s fifty day moving average is $261.98 and its two-hundred day moving average is $245.07. The company has a debt-to-equity ratio of 0.44, a quick ratio of 0.81 and a current ratio of 1.09. Johnson & Johnson has a 1-year low of $173.33 and a 1-year high of $281.07. The stock 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.

Johnson & Johnson (NYSE:JNJ) last posted its quarterly earnings results on Wednesday, July 15th. The company reported $2.90 EPS for the quarter, beating the consensus estimate of $2.84 by $0.06. The business had revenue of $25.31 billion during the quarter, compared to analyst estimates of $25.06 billion. Johnson & Johnson had a net margin of 21.48% and a return on equity of 32.42%. The company’s quarterly revenue was up 6.6% on a year-over-year basis. During the same period in the previous year, the business posted $2.77 EPS. Johnson & Johnson has set its FY 2026 guidance at 11.600-11.750 EPS. Equities 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. Stockholders of record on Tuesday, August 25th will be issued a dividend of $1.34 per share. The ex-dividend date of this dividend is Tuesday, August 25th. This represents a $5.36 annualized dividend and a dividend yield of 1.9%. Johnson & Johnson’s dividend payout ratio is 62.11%.

Key Stories Impacting Johnson & Johnson

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

Analysts Set New Price Targets

A number of research analysts have commented on JNJ shares. TD Cowen increased their price objective on shares of Johnson & Johnson from $250.00 to $300.00 and gave the company a “buy” rating in a research note on Monday, July 13th. Guggenheim boosted their target price on shares of Johnson & Johnson from $270.00 to $287.00 and gave the stock a “buy” rating in a research report on Thursday, August 6th. Leerink Partners raised shares of Johnson & Johnson from a “market perform” rating to an “outperform” rating and set a $265.00 price target on the stock in a research report on Wednesday, May 13th. Argus set a $300.00 price objective on Johnson & Johnson in a report on Wednesday, July 29th. Finally, Stifel Nicolaus set a $260.00 price objective on Johnson & Johnson in a research note on Wednesday, July 15th. One investment analyst has rated the stock with a Strong Buy rating, eighteen have assigned a Buy rating and six have given a Hold rating to the company’s stock. Based on data from MarketBeat, the stock presently has a consensus rating of “Moderate Buy” and a consensus target price of $272.83.

Insider Activity at Johnson & Johnson

In other news, EVP Jennifer Taubert sold 15,000 shares of the stock in a transaction that occurred on 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 directly owned 194,451 shares in the company, valued at approximately $51,210,615.36. This represents a 7.16% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through the SEC website. Also, 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 value of $4,090,926.00. Following the completion of the sale, the executive vice president directly owned 16,994 shares in the company, valued at approximately $4,367,458. This trade represents a 48.37% decrease in their position. The disclosure for this sale is available in the SEC filing. In the last three months, insiders sold 97,569 shares of company stock valued at $25,476,044. 0.16% of the stock is owned by insiders.

Johnson & Johnson 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.