Allspring Global Investments Holdings LLC Boosts Stock Holdings in Johnson & Johnson $JNJ

Key Points

• Allspring Global Investments increased its Johnson & Johnson stake by 2.7% in the first quarter, bringing its holdings to 621,348 shares valued at about $151.7 million.
• Johnson & Johnson reported better-than-expected Q2 results, with EPS of $2.90 and revenue of $25.31 billion, and it also raised its FY 2026 guidance to 11.600-11.750 EPS.
• The company declared a quarterly dividend of $1.34 per share, payable September 8, which annualizes to $5.36 and yields about 2.1%.

Allspring Global Investments Holdings LLC raised its holdings in Johnson & Johnson (NYSE:JNJ - Free Report) by 2.7% during the first quarter, according to its most recent filing with the Securities and Exchange Commission. The institutional investor owned 621,348 shares of the company's stock after purchasing an additional 16,128 shares during the quarter. Allspring Global Investments Holdings LLC's holdings in Johnson & Johnson were worth $151,683,000 as of its most recent filing with the Securities and Exchange Commission.

Other institutional investors and hedge funds also recently added to or reduced their stakes in the company. Vanguard Group Inc. boosted its stake in shares of Johnson & Johnson by 1.6% in the fourth quarter. Vanguard Group Inc. now owns 240,349,660 shares of the company's stock valued at $49,740,362,000 after buying an additional 3,731,074 shares in the last quarter. State Street Corp raised its position in Johnson & Johnson by 1.3% in the fourth quarter. State Street Corp now owns 133,869,843 shares of the company's stock worth $27,704,364,000 after acquiring an additional 1,663,782 shares in the last quarter. Auto Owners Insurance Co lifted its holdings in Johnson & Johnson by 22,225.6% in 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 acquiring an additional 69,108,368 shares during the period. Geode Capital Management LLC lifted its holdings in Johnson & Johnson by 3.1% in 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 acquiring an additional 1,738,292 shares during the period. Finally, Norges Bank purchased a new stake in shares of Johnson & Johnson during the 4th quarter worth $6,924,523,000. Institutional investors and hedge funds own 69.55% of the company's stock.

Johnson & Johnson Stock Performance

Shares of NYSE JNJ opened at $252.93 on Friday. The company has a 50-day simple moving average of $239.82 and a 200-day simple moving average of $234.63. The company has a debt-to-equity ratio of 0.46, a current ratio of 1.03 and a quick ratio of 0.77. The company has a market cap of $608.86 billion, a PE ratio of 29.31, a price-to-earnings-growth ratio of 2.39 and a beta of 0.24. Johnson & Johnson has a 12 month low of $162.78 and a 12 month high of $269.43.

Johnson & Johnson (NYSE:JNJ - Get Free Report) last released its earnings results on Wednesday, July 15th. The company reported $2.90 EPS for the quarter, beating the consensus estimate of $2.84 by $0.06. Johnson & Johnson had a return on equity of 32.86% and a net margin of 21.48%.The firm had revenue of $25.31 billion during the quarter, compared to analyst estimates of $25.06 billion. During the same period in the prior year, the firm posted $2.77 earnings per share. The business's quarterly revenue was up 6.6% compared to the same quarter last year. Johnson & Johnson has set its FY 2026 guidance at 11.600-11.750 EPS. On average, equities analysts anticipate that Johnson & Johnson will post 11.68 earnings per share for the current year.

Johnson & Johnson Dividend Announcement

The company also recently announced 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 2.1%. Johnson & Johnson's dividend payout ratio (DPR) is presently 62.11%.

Insider Transactions at Johnson & Johnson

In other Johnson & Johnson news, EVP Kathryn E. Wengel sold 10,000 shares of the business's stock in a transaction dated 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 completion of the sale, the executive vice president owned 114,288 shares of the company's stock, valued at approximately $27,560,551.20. The trade was a 8.05% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through this hyperlink. Company insiders own 0.16% of the company's stock.

Johnson & Johnson News Summary

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

• Positive Sentiment: Johnson & Johnson beat Q2 earnings and revenue estimates, showing solid demand and execution in its core business. J&J Stock Falls Despite Strong Q2 Beat & Higher 2026 View: Here's Why
• Positive Sentiment: The company raised its 2026 guidance after the report, reinforcing confidence in its growth outlook and pipeline momentum. Johnson & Johnson Raises 2026 Outlook After Q2 Earnings Beat
• Positive Sentiment: Guggenheim reaffirmed its Buy rating and set a $270 price target, signaling continued analyst confidence. Benzinga article on Guggenheim rating reaffirmation
• Positive Sentiment: Some market commentary suggests the post-earnings pullback could be an opportunity to buy JNJ on strength after a run to 52-week highs. Why Johnson and Johnson's Earnings Dip Looks Like a Buying Opportunity
• Neutral Sentiment: Investors are also digesting the full Q2 earnings call transcript and several commentary pieces framing the company’s growth beyond legacy drugs and its collaboration announcements. Full Transcript: Johnson & Johnson Q2 2026 Earnings Call
• Negative Sentiment: Despite the earnings beat, the stock fell because MedTech results missed expectations, creating concern that one important division is lagging behind the company’s otherwise solid performance. J&J Stock Falls Despite Strong Q2 Beat & Higher 2026 View: Here's Why

Wall Street Analyst Weigh In

A number of equities analysts have recently issued reports on the stock. Morgan Stanley increased their price target on shares of Johnson & Johnson from $284.00 to $294.00 and gave the company an "overweight" rating in a report on Thursday. Wells Fargo & Company boosted their price objective on shares of Johnson & Johnson from $263.00 to $272.00 and gave the stock an "overweight" rating in a report on Thursday. Leerink Partners upgraded shares of Johnson & Johnson from a "market perform" rating to an "outperform" rating and set a $265.00 price target for the company in a research report on Wednesday, May 13th. The Goldman Sachs Group restated a "buy" rating and issued a $282.00 price target on shares of Johnson & Johnson in a report on Thursday. Finally, Argus lifted their price objective on Johnson & Johnson from $240.00 to $275.00 and gave the stock a "buy" rating in a report on Thursday, April 16th. One analyst has rated the stock with a Strong Buy rating, nineteen have given a Buy rating and six have issued a Hold rating to the stock. According to data from MarketBeat.com, the company presently has an average rating of "Moderate Buy" and an average target price of $265.30.

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.

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