IFP Advisors Inc Grows Holdings in Johnson & Johnson $JNJ

IFP Advisors Inc raised its stake in Johnson & Johnson (NYSE:JNJ) by 8.8% during the second quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 38,760 shares of the company’s stock after buying an additional 3,133 shares during the period. IFP Advisors Inc’s holdings in Johnson & Johnson were worth $9,844,000 at the end of the most recent quarter.

Other hedge funds also recently made changes to their positions in the company. Sierra Capital LLC increased its stake in Johnson & Johnson by 0.5% in the fourth quarter. Sierra Capital LLC now owns 8,144 shares of the company’s stock valued at $1,685,000 after acquiring an additional 41 shares during the last quarter. Beaird Harris Wealth Management LLC lifted its stake 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 worth $501,000 after purchasing an additional 42 shares during the last quarter. Ballast Advisors LLC boosted its holdings in shares of Johnson & Johnson by 1.2% in the 1st quarter. Ballast Advisors LLC now owns 3,598 shares of the company’s stock worth $879,000 after purchasing an additional 42 shares in the last quarter. Broadleaf Partners LLC increased its position in shares of Johnson & Johnson by 0.6% during the 4th quarter. Broadleaf Partners LLC now owns 7,348 shares of the company’s stock valued at $1,521,000 after purchasing an additional 43 shares during the last quarter. Finally, Jessup Wealth Management Inc increased its position in shares of Johnson & Johnson by 0.6% during the 4th quarter. Jessup Wealth Management Inc now owns 7,574 shares of the company’s stock valued at $1,567,000 after purchasing an additional 44 shares during the last quarter. 69.55% of the stock is owned by institutional investors.

Insider Buying and Selling at Johnson & Johnson

In other Johnson & Johnson news, EVP Vanessa Broadhurst sold 23,054 shares of the stock in a transaction on Monday, July 20th. The shares were sold at an average price of $251.27, for a total transaction of $5,792,778.58. Following the completion of the sale, the executive vice president owned 23,003 shares of the company’s stock, valued at $5,779,963.81. This represents a 50.06% decrease in their position. The sale was disclosed in a filing with the SEC, which is available at the SEC website. Also, EVP Kathryn E. Wengel sold 10,000 shares of the business’s stock in a transaction dated 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 completion of the transaction, the executive vice president owned 114,288 shares in the company, valued at $27,560,551.20. The trade was a 8.05% decrease in their position. The SEC filing for this sale provides additional information. Insiders sold 48,972 shares of company stock valued at $12,295,205 in the last quarter. Company insiders own 0.16% of the company’s stock.

Johnson & Johnson Trading Up 0.6%

Shares of JNJ stock opened at $262.55 on Friday. The business has a 50-day moving average of $251.37 and a 200 day moving average of $241.06. The company has a debt-to-equity ratio of 0.44, a current ratio of 1.09 and a quick ratio of 0.81. Johnson & Johnson has a 1-year low of $172.72 and a 1-year high of $274.90. The stock has a market capitalization of $632.72 billion, a PE ratio of 30.42, a P/E/G ratio of 2.49 and a beta of 0.24.

Johnson & Johnson (NYSE:JNJ) last announced its quarterly earnings results on Wednesday, July 15th. The company reported $2.90 EPS 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 analysts’ expectations of $25.06 billion. During the same period in the previous year, the firm earned $2.77 EPS. The business’s quarterly revenue was up 6.6% on a year-over-year basis. Johnson & Johnson has set its FY 2026 guidance at 11.600-11.750 EPS. As a group, sell-side analysts anticipate that Johnson & Johnson will post 11.61 earnings per share for the current 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 is Tuesday, August 25th. Johnson & Johnson’s dividend payout ratio is currently 62.11%.

More Johnson & Johnson News

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?

Analysts Set New Price Targets

JNJ has been the subject of a number of recent research reports. Argus set a $300.00 target price on Johnson & Johnson in a research report on Wednesday, July 29th. Royal Bank Of Canada increased their price target on shares of Johnson & Johnson from $265.00 to $287.00 and gave the company an “outperform” rating in a research report on Monday, July 13th. Weiss Ratings raised shares of Johnson & Johnson from a “buy (b-)” rating to a “buy (b)” rating in a research note on Friday, July 24th. Leerink Partners upgraded shares of Johnson & Johnson from a “market perform” rating to an “outperform” rating and set a $265.00 price objective for the company in a report on Wednesday, May 13th. Finally, HSBC set a $290.00 price objective on shares of Johnson & Johnson and gave the company a “buy” rating in a research note on Monday, July 6th. One analyst has rated the stock with a Strong Buy rating, eighteen have given a Buy rating and six have assigned a Hold rating to the company. According to data from MarketBeat.com, the company currently has an average rating of “Moderate Buy” and an average target price of $268.22.

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.