Johnson & Johnson $JNJ Stock Holdings Reduced by State of Wyoming

State of Wyoming lessened its holdings in shares of Johnson & Johnson (NYSE:JNJ) by 53.1% during the 2nd quarter, Holdings Channel.com reports. The fund owned 2,006 shares of the company’s stock after selling 2,269 shares during the period. State of Wyoming’s holdings in Johnson & Johnson were worth $509,000 as of its most recent SEC filing.

A number of other large investors have also recently bought and sold shares of the business. Summit Asset Management LLC increased its position in Johnson & Johnson by 0.5% during the second quarter. Summit Asset Management LLC now owns 13,186 shares of the company’s stock worth $3,349,000 after buying an additional 65 shares during the last quarter. Kelleher Financial Advisors lifted its position in shares of Johnson & Johnson by 21.8% in the second quarter. Kelleher Financial Advisors now owns 12,574 shares of the company’s stock worth $3,193,000 after buying an additional 2,254 shares during the last quarter. Stuart Investment Advisors Inc. boosted its stake in shares of Johnson & Johnson by 26.6% during the 2nd quarter. Stuart Investment Advisors Inc. now owns 1,906 shares of the company’s stock worth $484,000 after acquiring an additional 400 shares in the last quarter. Avalon Trust Co increased its holdings in shares of Johnson & Johnson by 0.5% during the 2nd quarter. Avalon Trust Co now owns 41,254 shares of the company’s stock valued at $10,477,000 after acquiring an additional 219 shares during the last quarter. Finally, TFR Capital LLC. increased its holdings in shares of Johnson & Johnson by 1.9% during the 2nd quarter. TFR Capital LLC. now owns 10,871 shares of the company’s stock valued at $2,761,000 after acquiring an additional 201 shares during the last quarter. 69.55% of the stock is currently owned by institutional investors.

Insider Activity

In related news, EVP Kathryn E. Wengel sold 10,000 shares of the stock in a transaction that occurred on Thursday, June 11th. The stock was 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 represents a 8.05% decrease in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available at the SEC website. Also, EVP Elizabeth Forminard sold 15,918 shares of Johnson & Johnson stock in a transaction on Thursday, August 6th. The shares were 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 owned 16,994 shares of the company’s stock, valued at approximately $4,367,458. The trade was a 48.37% decrease in their position. The SEC filing for this sale provides additional information. Insiders sold a total of 63,972 shares of company stock valued at $16,245,605 over the last three months. 0.16% of the stock is owned by corporate insiders.

Key Headlines Impacting Johnson & Johnson

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

• Positive Sentiment: The FDA approved IMAAVY (nipocalimab-aahu) for patients aged 12 and older with warm autoimmune hemolytic anemia, making it the first specifically approved treatment for the rare, potentially life-threatening blood disorder. The approval expands JNJ’s rare-disease portfolio and could create a new revenue stream. What Is Johnson & Johnson (JNJ) Telling Investors With Its First WAIHA Approval?
• Positive Sentiment: IMAAVY represents JNJ’s second FDA approval in roughly two months, reinforcing its drug-development momentum. Clinical data cited in coverage showed durable hemoglobin responses and improved fatigue scores. Johnson & Johnson Just Got a Big FDA Win
• Positive Sentiment: China approved JNJ’s oral psoriasis pill, expanding access in a major pharmaceutical market and adding a potential growth opportunity, although competition from AbbVie and Bristol Myers Squibb remains intense. China approves J&J’s oral psoriasis pill, says drugmaker
• Positive Sentiment: Recent commentary remains supportive of JNJ as a defensive, income-oriented holding. The company’s latest quarter exceeded expectations, with adjusted EPS of $2.90 and revenue of $25.31 billion, while full-year 2026 EPS guidance remains $11.60 to $11.75. I Think Johnson & Johnson Is the Best Dividend Stock to Buy Right Now
• Neutral Sentiment: Analysts and investors are focusing on whether growth in JNJ’s broader Innovative Medicine portfolio can offset the loss of exclusivity affecting STELARA. Some analysis argues that STELARA is becoming a smaller portion of the portfolio, while other coverage says the new anemia indication alone is too small to materially change valuation. How Much Upside Is Left in JNJ Stock?
• Negative Sentiment: The stock’s pullback follows a period of strong performance near its 52-week high. With a market capitalization above $640 billion and a price-to-earnings ratio near 31, investors may be taking profits and demanding stronger evidence that new approvals can support additional upside.
• Negative Sentiment: Competition in psoriasis and the ongoing STELARA patent-cliff risk remain important headwinds, limiting the immediate financial impact of otherwise positive regulatory news. J&J’s First Anemia Approval Meets a $652 Billion Reality

Johnson & Johnson Price Performance

Shares of JNJ stock opened at $266.10 on Friday. The stock’s fifty day simple moving average is $258.08 and its 200 day simple moving average is $243.77. Johnson & Johnson has a one year low of $173.33 and a one year high of $276.47. The firm has a market cap of $641.26 billion, a price-to-earnings ratio of 30.83, a P/E/G ratio of 2.58 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.

Johnson & Johnson (NYSE:JNJ) last issued its quarterly earnings data on Wednesday, July 15th. The company reported $2.90 earnings per share (EPS) for the quarter, beating 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 company had revenue of $25.31 billion during the quarter, compared to analysts’ expectations of $25.06 billion. During the same period last year, the business earned $2.77 earnings per share. The business’s 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. On average, analysts expect that Johnson & Johnson will post 11.61 earnings per share for the current fiscal year.

Johnson & Johnson Announces Dividend

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

Analyst Upgrades and Downgrades

Several equities research analysts recently weighed in on JNJ shares. TD Cowen boosted their target price on Johnson & Johnson from $250.00 to $300.00 and gave the stock a “buy” rating in a report on Monday, July 13th. Scotiabank reissued an “outperform” rating and issued a $305.00 price target on shares of Johnson & Johnson in a research report on Thursday, July 16th. HSBC set a $290.00 target price on shares of Johnson & Johnson and gave the stock a “buy” rating in a research report on Monday, July 6th. Argus set a $300.00 price target on shares of Johnson & Johnson in a report on Wednesday, July 29th. Finally, The Goldman Sachs Group restated a “buy” rating and set a $282.00 price objective on shares of Johnson & Johnson in a report on Thursday, July 16th. One investment 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’s stock. According to MarketBeat, Johnson & Johnson presently has an average rating of “Moderate Buy” and a consensus price target of $268.22.

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.