W1M Asset Management Ltd Decreases Position in Johnson & Johnson $JNJ

W1M Asset Management Ltd trimmed its position in Johnson & Johnson (NYSE:JNJ) by 17.9% during the 2nd quarter, HoldingsChannel reports. The institutional investor owned 9,513 shares of the company’s stock after selling 2,073 shares during the quarter. W1M Asset Management Ltd’s holdings in Johnson & Johnson were worth $2,416,000 at the end of the most recent reporting period.

Several other large investors also recently bought and sold shares of JNJ. Silver Coast Investments LLC boosted its stake in shares of Johnson & Johnson by 3.8% in the second quarter. Silver Coast Investments LLC now owns 1,066 shares of the company’s stock worth $271,000 after acquiring an additional 39 shares during the last quarter. Townsend Asset Management Corp NC ADV raised its stake in Johnson & Johnson by 0.6% in the 2nd quarter. Townsend Asset Management Corp NC ADV now owns 6,418 shares of the company’s stock valued at $1,630,000 after purchasing an additional 39 shares during the last quarter. Denali Advisors LLC lifted its holdings in Johnson & Johnson by 1.2% in the 2nd quarter. Denali Advisors LLC now owns 3,305 shares of the company’s stock valued at $839,000 after purchasing an additional 40 shares in the last quarter. Sierra Capital LLC boosted its stake in Johnson & Johnson by 0.5% during the 4th quarter. Sierra Capital LLC now owns 8,144 shares of the company’s stock worth $1,685,000 after purchasing an additional 41 shares during the last quarter. Finally, Beaird Harris Wealth Management LLC boosted its stake in Johnson & Johnson by 1.8% during the 4th 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. 69.55% of the stock is currently owned by hedge funds and other institutional investors.

Johnson & Johnson Trading Up 1.3%

Shares of JNJ opened at $278.66 on Friday. Johnson & Johnson has a 12-month low of $173.33 and a 12-month high of $281.07. The firm has a market capitalization of $671.54 billion, a P/E ratio of 32.29, a P/E/G ratio of 2.63 and a beta of 0.24. The firm has a 50-day moving average price of $261.57 and a 200 day moving average price of $244.85. The company has a current ratio of 1.09, a quick ratio of 0.81 and a debt-to-equity ratio of 0.44.

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 the consensus estimate of $2.84 by $0.06. Johnson & Johnson had a net margin of 21.48% and a return on equity of 32.42%. The company had revenue of $25.31 billion for the quarter, compared to analyst estimates of $25.06 billion. During the same period in the previous year, the business posted $2.77 EPS. Johnson & Johnson’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. Sell-side analysts forecast that Johnson & Johnson will post 11.61 EPS for the current year.

Johnson & Johnson Dividend Announcement

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. The ex-dividend date is Tuesday, August 25th. This represents a $5.36 dividend on an annualized basis and a yield of 1.9%. Johnson & Johnson’s dividend payout ratio is currently 62.11%.

Analyst Upgrades and Downgrades

JNJ has been the subject of a number of recent research reports. HSBC set a $290.00 target price on shares of Johnson & Johnson and gave the company a “buy” rating in a research report on Monday, July 6th. Guggenheim increased their price objective on shares of Johnson & Johnson from $270.00 to $287.00 and gave the company a “buy” rating in a report on Thursday, August 6th. Leerink Partners raised shares of Johnson & Johnson from a “market perform” rating to an “outperform” rating and set a $265.00 target price on the stock in a research note on Wednesday, May 13th. Raymond James Financial set a $280.00 target price on Johnson & Johnson in a report on Monday, August 3rd. Finally, Stifel Nicolaus set a $260.00 price target on Johnson & Johnson in a research report on Wednesday, July 15th. One equities research 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’s stock. According to data from MarketBeat.com, the company presently has an average rating of “Moderate Buy” and an average price target of $272.83.

Key Headlines Impacting Johnson & Johnson

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

• Positive Sentiment: UBS initiated coverage with a Buy rating and a $320 price target, implying roughly 15%–16% upside from recent levels. The target reflects greater confidence in J&J’s pharmaceutical pipeline and potential for stronger growth. J&J Jumps as UBS Lifts Its Target to $320
• Positive Sentiment: Recent business momentum remains constructive: J&J’s latest quarterly revenue increased 6.6% year over year, while earnings and revenue exceeded analyst expectations. A separate analysis noted that new products have more than offset sales lost from older medicines, supporting the company’s growth narrative. Johnson & Johnson Replaced Lost Sales With New Ones
• Neutral Sentiment: J&J will participate in the Deutsche Bank 2026 Healthcare Summit on September 17. The presentation could provide updates on the pipeline, growth strategy and financial outlook, but the announcement itself does not change fundamentals. Johnson & Johnson to Participate in the Deutsche Bank Healthcare Summit
• Negative Sentiment: An analyst lowered the FY2026 EPS forecast, creating a modest headwind against the bullish analyst target and suggesting expectations for near-term earnings growth may be moderating.
• Negative Sentiment: Analysts continue to flag Stelara and upcoming drug patent expirations, weakness in MedTech and ongoing talc litigation as risks. The stock’s approximately 56% 12-month gain and valuation near its 52-week high leave less room for disappointment, particularly because the current price may already anticipate growth above management’s guidance. J&J Faces Multiple Headwinds Does J&J Talc Verdict Add to Legal Risk?

Insiders Place Their Bets

In related news, EVP Vanessa Broadhurst sold 23,054 shares of the 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 completion of the transaction, the executive vice president directly owned 23,003 shares in the company, valued at approximately $5,779,963.81. This represents a 50.06% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which is accessible through this link. 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 sale, the executive vice president owned 16,994 shares in the company, valued at $4,367,458. This represents a 48.37% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Over the last ninety days, insiders have sold 63,972 shares of company stock valued at $16,245,605. 0.16% of the stock is currently owned by insiders.

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.