Noble Wealth Partners LLC Buys New Position in Johnson & Johnson $JNJ

Noble Wealth Partners LLC acquired a new stake in shares of Johnson & Johnson (NYSE:JNJ) in the 2nd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The firm acquired 2,509 shares of the company’s stock, valued at approximately $637,000. Johnson & Johnson makes up about 0.6% of Noble Wealth Partners LLC’s investment portfolio, making the stock its 25th largest position.

A number of other hedge funds and other institutional investors have also made changes to their positions in JNJ. Columbia Bank lifted its position in shares of Johnson & Johnson by 3.1% in the 2nd quarter. Columbia Bank now owns 20,290 shares of the company’s stock valued at $5,153,000 after acquiring an additional 614 shares in the last quarter. Benjamin Edwards Inc. lifted its holdings in shares of Johnson & Johnson by 21.8% in the second quarter. Benjamin Edwards Inc. now owns 160,633 shares of the company’s stock valued at $40,799,000 after purchasing an additional 28,700 shares in the last quarter. Tenon Financial LLC acquired a new stake in Johnson & Johnson during the second quarter valued at $284,000. Bank Pictet & Cie Europe AG raised its stake in shares of Johnson & Johnson by 1.1% during the 2nd quarter. Bank Pictet & Cie Europe AG now owns 8,628 shares of the company’s stock worth $2,191,000 after purchasing an additional 95 shares in the last quarter. Finally, Provenance Wealth Advisors LLC increased its stake in shares of Johnson & Johnson by 2.3% during the 2nd quarter. Provenance Wealth Advisors LLC now owns 5,052 shares of the company’s stock worth $1,283,000 after purchasing an additional 114 shares during the last quarter. 69.55% of the stock is currently owned by institutional investors.

Johnson & Johnson Trading Down 2.0%

Shares of Johnson & Johnson stock opened at $268.06 on Friday. Johnson & Johnson has a 52-week low of $173.33 and a 52-week high of $276.47. The firm has a market capitalization of $646.00 billion, a PE ratio of 31.06, a price-to-earnings-growth ratio of 2.61 and a beta of 0.24. The company has a debt-to-equity ratio of 0.44, a current ratio of 1.09 and a quick ratio of 0.81. The company’s fifty day moving average price is $254.48 and its two-hundred day moving average price is $242.52.

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

Johnson & Johnson Dividend Announcement

The business also recently disclosed a quarterly dividend, which will be paid on Tuesday, September 8th. Shareholders of record on Tuesday, August 25th will be paid a dividend of $1.34 per share. This represents a $5.36 annualized dividend and a yield of 2.0%. The ex-dividend date is Tuesday, August 25th. Johnson & Johnson’s dividend payout ratio is currently 62.11%.

Analyst Upgrades and Downgrades

Several equities analysts have weighed in on the company. Johnson Rice restated a “buy” rating on shares of Johnson & Johnson in a report on Monday, August 3rd. Guggenheim raised their target price on shares of Johnson & Johnson from $270.00 to $287.00 and gave the company a “buy” rating in a research note on Thursday, August 6th. Weiss Ratings upgraded shares of Johnson & Johnson from a “buy (b-)” rating to a “buy (b)” rating in a report on Friday, July 24th. Raymond James Financial set a $280.00 price objective on Johnson & Johnson in a research report on Monday, August 3rd. Finally, Freedom Capital raised Johnson & Johnson from a “hold” rating to a “strong-buy” rating in a research report on Thursday, July 16th. One analyst has rated the stock with a Strong Buy rating, eighteen have issued a Buy rating and six have given a Hold rating to the company. Based on data from MarketBeat, the company has an average rating of “Moderate Buy” and an average target price of $268.22.

Johnson & Johnson News Summary

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

• Positive Sentiment: AI-powered bronchoscopy expansion supports MedTech growth. The FDA cleared J&J’s MONARCH QUEST 3 software, adding AI-assisted planning, 3D imaging and navigation capabilities to its robotic lung-diagnostics platform. The upgrade could improve procedure accuracy and help drive adoption of J&J’s surgical-robotics portfolio. Johnson & Johnson expands robotic bronchoscopy push
• Positive Sentiment: New medicines may offset patent-related pressure. Recent commentary points to J&J’s immunology and neuroscience launches as potential growth engines capable of cushioning declining sales as older products, including Stelara, face loss-of-exclusivity challenges. Johnson & Johnson future growth outlook
• Positive Sentiment: Analyst sentiment and fundamentals remain supportive. J&J recently exceeded quarterly EPS and revenue expectations, with revenue rising 6.6% year over year and 2026 EPS guidance set at $11.60–$11.75. Analysts cited in recent coverage continue to rate the stock favorably ahead of third-quarter earnings, while the company’s 64-year record of dividend increases remains attractive to income-focused investors. Analysts favor JNJ ahead of earnings
• Neutral Sentiment: Seaport Therapeutics is a potential strategic opportunity. J&J and other large pharmaceutical companies are reportedly watching Seaport’s newly public prodrug platform. Any future partnership or acquisition speculation is preliminary and has not yet created a measurable earnings impact. Why J&J is watching Seaport after its IPO
• Negative Sentiment: Profit-taking and elevated valuation may be weighing on sentiment. JNJ recently traded close to its 52-week high, and the retreat followed a strong run. With the stock valued at roughly 31 times earnings, investors may be demanding continued execution before pushing shares higher.
• Negative Sentiment: Insider selling adds a modest cautionary signal. Executive Vice President Jennifer Taubert sold 15,000 shares worth approximately $3.95 million, reducing her holdings by 7.16%. The transaction is not evidence of deteriorating fundamentals but could temper near-term sentiment. SEC insider transaction filing

Insider Buying and Selling

In other news, 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 value of $5,792,778.58. Following the transaction, the executive vice president directly owned 23,003 shares of the company’s stock, valued at $5,779,963.81. The trade was a 50.06% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available through the SEC website. Also, EVP Jennifer L. Taubert sold 15,000 shares of the stock in a transaction on Monday, August 17th. The stock was sold at an average price of $263.36, for a total value of $3,950,400.00. Following the sale, the executive vice president owned 194,451 shares in the company, valued at $51,210,615.36. The trade was a 7.16% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders sold a total of 63,972 shares of company stock valued at $16,245,605 in the last ninety days. 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.