17,243 Shares in Johnson & Johnson $JNJ Bought by Thomasville National Bank

Thomasville National Bank purchased a new stake in Johnson & Johnson (NYSE:JNJ) in the second quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The fund purchased 17,243 shares of the company’s stock, valued at approximately $4,379,000.

A number of other large investors have also recently bought and sold shares of the company. Vanguard Group Inc. lifted its holdings in shares of Johnson & Johnson by 1.6% during the 4th quarter. Vanguard Group Inc. now owns 240,349,660 shares of the company’s stock worth $49,740,362,000 after acquiring an additional 3,731,074 shares during the period. State Street Corp increased its stake in Johnson & Johnson by 1.3% in the fourth quarter. State Street Corp now owns 133,869,843 shares of the company’s stock valued at $27,704,364,000 after acquiring an additional 1,663,782 shares during the last quarter. Auto Owners Insurance Co raised its position 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 purchasing an additional 69,108,368 shares in the last quarter. Geode Capital Management LLC raised its position in Johnson & Johnson by 3.1% during 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 in the last quarter. Finally, Norges Bank acquired a new stake in shares of Johnson & Johnson in the 4th quarter valued at $6,924,523,000. 69.55% of the stock is currently owned by institutional investors and hedge funds.

Insider Activity at Johnson & Johnson

In related news, EVP Kathryn E. Wengel sold 10,000 shares of Johnson & Johnson stock in a transaction that occurred on Thursday, June 11th. The shares were sold at an average price of $241.15, for a total transaction of $2,411,500.00. Following the sale, the executive vice president directly owned 114,288 shares in the company, valued at $27,560,551.20. This trade represents a 8.05% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available at this hyperlink. Also, EVP Vanessa Broadhurst sold 23,054 shares of the business’s stock in a transaction that occurred 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 directly owned 23,003 shares in the company, valued at $5,779,963.81. The trade was a 50.06% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders sold a total of 48,972 shares of company stock worth $12,295,205 in the last quarter. 0.16% of the stock is owned by insiders.

Johnson & Johnson News Roundup

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

• Positive Sentiment: Johnson & Johnson raised its quarterly dividend by 3.1%, bringing the annual payout to $5.36 per share and extending its dividend-growth streak to 64 consecutive years. The increase reinforces JNJ’s appeal to income-focused and defensive investors. Johnson & Johnson Has Increased Its Dividend for 64 Consecutive Years
• Positive Sentiment: JNJ is advancing seltorexant into late-stage development for major depressive disorder, potentially adding a new growth product to its pharmaceutical pipeline. The company also signed a multiyear partnership with ACCESS to expand adoption of cardiac electrophysiology technology in ambulatory surgery centers, supporting growth in higher-value medtech markets. Johnson & Johnson Advances Seltorexant and Expands Outpatient Cardiac Care
• Positive Sentiment: Johnson & Johnson’s sale of rights to botaretigene sparoparvovec to MeiraGTx for $25 million indicates continued portfolio streamlining and could allow JNJ to focus capital and resources on its most promising medicines and technologies. MeiraGTx Reports Second Quarter 2026 Financial and Operational Results
• Neutral Sentiment: JNJ is attracting attention as investors favor defensive blue-chip healthcare companies while awaiting inflation data. Its low-beta profile and strong dividend history may support demand, though broader interest-rate and macroeconomic expectations remain important for valuation. Johnson & Johnson In Focus as Defensive Blue Chips Draw Attention
• Negative Sentiment: After a strong run, JNJ is trading near its annual high with a relatively demanding earnings multiple. Analysts note that much of the company’s quality and defensive appeal may already be reflected in the share price, raising the risk of limited upside or profit-taking. JNJ Keeps Climbing. Should You Climb On?

Johnson & Johnson Trading Up 0.6%

NYSE JNJ opened at $262.55 on Friday. The company has a quick ratio of 0.81, a current ratio of 1.09 and a debt-to-equity ratio of 0.44. Johnson & Johnson has a twelve month low of $172.72 and a twelve month high of $274.90. The company has a market cap of $632.72 billion, a price-to-earnings ratio of 30.42, a price-to-earnings-growth ratio of 2.49 and a beta of 0.24. The business’s fifty day moving average is $251.37 and its 200 day moving average is $241.06.

Johnson & Johnson (NYSE:JNJ) last issued its earnings results on Wednesday, July 15th. The company reported $2.90 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $2.84 by $0.06. The business had revenue of $25.31 billion during the quarter, compared to analysts’ expectations of $25.06 billion. Johnson & Johnson had a return on equity of 32.42% and a net margin of 21.48%.The business’s revenue for the quarter was up 6.6% compared to the same quarter last year. During the same quarter in the prior year, the firm earned $2.77 EPS. Johnson & Johnson has set its FY 2026 guidance at 11.600-11.750 EPS. As a group, sell-side analysts expect that Johnson & Johnson will post 11.61 EPS for the current fiscal year.

Johnson & Johnson Announces Dividend

The firm also recently disclosed a quarterly dividend, which will be paid on Tuesday, September 8th. Investors of record on Tuesday, August 25th will be issued a $1.34 dividend. This represents a $5.36 dividend on an annualized basis and a yield of 2.0%. The ex-dividend date is Tuesday, August 25th. Johnson & Johnson’s dividend payout ratio (DPR) is 62.11%.

Analyst Ratings Changes

JNJ has been the topic of several recent analyst reports. Leerink Partners upgraded Johnson & Johnson from a “market perform” rating to an “outperform” rating and set a $265.00 price target on the stock in a research note on Wednesday, May 13th. Morgan Stanley raised their price objective on Johnson & Johnson from $284.00 to $294.00 and gave the company an “overweight” rating in a research note on Thursday, July 16th. HSBC set a $290.00 target price on Johnson & Johnson and gave the company a “buy” rating in a research report on Monday, July 6th. Weiss Ratings raised shares of Johnson & Johnson from a “buy (b-)” rating to a “buy (b)” rating in a report on Friday, July 24th. Finally, Wells Fargo & Company raised their price target on shares of Johnson & Johnson from $272.00 to $282.00 and gave the company an “overweight” rating in a research note on Monday, August 3rd. 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 company. Based on data from MarketBeat, the company presently has an average rating of “Moderate Buy” and an average price target of $268.22.

Johnson & Johnson Company 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.