State Street Corp Purchases 299,737 Shares of Johnson & Johnson $JNJ

State Street Corp boosted its holdings in shares of Johnson & Johnson (NYSE:JNJ) by 0.2% during the 2nd quarter, according to the company in its most recent disclosure with the SEC. The institutional investor owned 133,776,025 shares of the company’s stock after acquiring an additional 299,737 shares during the quarter. Johnson & Johnson makes up approximately 0.7% of State Street Corp’s portfolio, making the stock its 23rd largest holding. State Street Corp owned 5.55% of Johnson & Johnson worth $33,975,097,000 at the end of the most recent quarter.

A number of other institutional investors have also recently added to or reduced their stakes in JNJ. Silver Coast Investments LLC raised its holdings in shares of Johnson & Johnson by 3.8% during the 2nd quarter. Silver Coast Investments LLC now owns 1,066 shares of the company’s stock valued at $271,000 after purchasing an additional 39 shares in the last quarter. Townsend Asset Management Corp NC ADV boosted its holdings in Johnson & Johnson by 0.6% in the second quarter. Townsend Asset Management Corp NC ADV now owns 6,418 shares of the company’s stock worth $1,630,000 after purchasing an additional 39 shares in the last quarter. Triumph Capital Management increased its position in Johnson & Johnson by 1.6% during the second quarter. Triumph Capital Management now owns 2,531 shares of the company’s stock worth $643,000 after buying an additional 39 shares during the last quarter. Denali Advisors LLC raised its holdings in Johnson & Johnson by 1.2% during the second quarter. Denali Advisors LLC now owns 3,305 shares of the company’s stock valued at $839,000 after buying an additional 40 shares in the last quarter. Finally, Beaird Harris Wealth Management LLC raised its holdings in Johnson & Johnson by 1.8% during the fourth quarter. Beaird Harris Wealth Management LLC now owns 2,422 shares of the company’s stock valued at $501,000 after buying an additional 42 shares in the last quarter. 69.55% of the stock is currently owned by institutional investors and hedge funds.

Insider Transactions at Johnson & Johnson

In related news, EVP Elizabeth Forminard sold 15,918 shares of the company’s stock in a transaction 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 transaction, the executive vice president directly owned 16,994 shares in the company, valued at approximately $4,367,458. This represents a 48.37% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which is available through this hyperlink. Also, EVP Vanessa Broadhurst sold 23,054 shares of Johnson & Johnson stock in a transaction on Monday, July 20th. The stock was sold at an average price of $251.27, for a total transaction of $5,792,778.58. Following the sale, the executive vice president owned 23,003 shares in the company, valued at $5,779,963.81. This represents a 50.06% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Over the last three months, insiders have sold 87,569 shares of company stock valued at $23,064,544. Company insiders own 0.16% of the company’s stock.

Johnson & Johnson Stock Performance

Shares of NYSE:JNJ traded down $1.06 on Tuesday, hitting $268.41. 1,982,335 shares of the company were exchanged, compared to its average volume of 8,022,697. The company’s 50 day moving average price is $263.99 and its two-hundred day moving average price is $246.86. The firm has a market capitalization of $646.83 billion, a price-to-earnings ratio of 31.08, 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 $174.83 and a one year high of $281.07.

Johnson & Johnson (NYSE:JNJ) last released its 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 business had revenue of $25.31 billion for the quarter, compared to the consensus estimate of $25.06 billion. During the same period last year, the business earned $2.77 earnings per share. The firm’s revenue for the quarter 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. Research analysts expect that Johnson & Johnson will post 11.61 earnings per share for the current year.

Johnson & Johnson Dividend Announcement

The company also recently disclosed a quarterly dividend, which was paid on Tuesday, September 8th. Stockholders of record on Tuesday, August 25th were given 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 dividend yield of 2.0%. Johnson & Johnson’s payout ratio is currently 62.11%.

Johnson & Johnson News Summary

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

• Positive Sentiment: Caplyta produced positive Phase 3 results in bipolar mania. J&J said the drug met its primary endpoint, significantly reducing manic symptoms versus placebo by Week 3, with improvement visible as early as Day 3. The result could expand Caplyta beyond its current indications and strengthen the strategic rationale for J&J’s $14.6 billion acquisition of Intra-Cellular Therapies. Regulatory approval and commercial execution remain necessary before the opportunity becomes revenue. Reuters Caplyta bipolar mania study
• Positive Sentiment: J&J received European approval for ICOTYDE in plaque psoriasis, adding another potential growth driver to its immunology portfolio and supporting expectations for continued pharmaceutical expansion. EU ICOTYDE approval
• Positive Sentiment: Plans to divest the DePuy Synthes orthopedics business are boosting optimism about a more focused J&J. Reports suggest the unit could be sold for roughly $20 billion, allowing J&J to reduce exposure to slower-growing operations, improve profitability and redeploy capital toward higher-growth pharmaceuticals. DePuy Synthes divestiture report
• Neutral Sentiment: The Caplyta news is promising but still carries development risk. J&J must obtain regulatory clearance, demonstrate durable benefits and convert the expanded indication into meaningful sales; the trial’s three-week duration does not yet establish longer-term commercial performance. Caplyta expansion path

Analyst Ratings Changes

Several research firms have recently issued reports on JNJ. UBS Group reiterated a “buy” rating on shares of Johnson & Johnson in a research note on Tuesday. Stifel Nicolaus set a $260.00 target price on Johnson & Johnson in a report on Wednesday, July 15th. Bank of America upped their target price on Johnson & Johnson from $254.00 to $263.00 and gave the stock a “neutral” rating in a research report on Friday, July 10th. Johnson Rice reiterated a “buy” rating on shares of Johnson & Johnson in a report on Monday, August 3rd. Finally, TD Cowen lifted their price target on shares of Johnson & Johnson from $250.00 to $300.00 and gave the company a “buy” rating in a research report on Monday, July 13th. One analyst has rated the stock with a Strong Buy rating, eighteen have issued a Buy rating and six have assigned a Hold rating to the company. According to MarketBeat.com, the stock has a consensus rating of “Moderate Buy” and a consensus target price of $274.13.

Johnson & Johnson Company Profile

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.