Ally Financial Inc. Takes $3.30 Million Position in Johnson & Johnson $JNJ

Key Points

• Ally Financial bought a new $3.30 million stake in Johnson & Johnson during the second quarter, purchasing 13,000 shares. Institutional investors collectively own 69.55% of JNJ.
• Analysts maintain a broadly positive view, with JNJ carrying a “Moderate Buy” consensus rating and an average price target of $272.83. The company also exceeded quarterly earnings and revenue expectations and reaffirmed fiscal 2026 EPS guidance of $11.60–$11.75.
• JNJ shares have risen sharply and trade near their 52-week high, but valuation and profit-taking risks remain. Recent executive share sales and ongoing talc litigation add additional concerns, while the company declared a quarterly dividend of $1.34 per share.

Ally Financial Inc. bought a new stake in Johnson & Johnson (NYSE:JNJ - Free Report) during the second quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor bought 13,000 shares of the company's stock, valued at approximately $3,302,000.

Other large investors have also made changes to their positions in the company. World Investment Advisors lifted its holdings in shares of Johnson & Johnson by 19.6% in the 4th quarter. World Investment Advisors now owns 161,343 shares of the company's stock worth $33,390,000 after buying an additional 26,450 shares during the period. Signal Advisors Wealth LLC raised its stake in Johnson & Johnson by 76.1% in the first quarter. Signal Advisors Wealth LLC now owns 15,126 shares of the company's stock worth $3,697,000 after buying an additional 6,539 shares in the last quarter. Louisiana State Employees Retirement System purchased a new stake in Johnson & Johnson during the first quarter worth $30,017,000. Gradient Investments LLC boosted its position in Johnson & Johnson by 9.9% during the 2nd quarter. Gradient Investments LLC now owns 152,831 shares of the company's stock valued at $38,815,000 after acquiring an additional 13,737 shares in the last quarter. Finally, Brighton Jones LLC lifted its position in shares of Johnson & Johnson by 13.9% during the fourth quarter. Brighton Jones LLC now owns 51,876 shares of the company's stock valued at $7,502,000 after buying an additional 6,332 shares during the last quarter. 69.55% of the stock is currently owned by institutional investors.

Insider Activity

In related news, EVP Kathryn Wengel sold 10,000 shares of the company's stock in a transaction that occurred on Thursday, June 11th. The stock was sold at an average price of $241.15, for a total value of $2,411,500.00. Following the transaction, the executive vice president directly owned 114,288 shares in the company, valued at approximately $27,560,551.20. This represents a 8.05% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which is accessible through this link. Also, EVP Jennifer Taubert sold 15,000 shares of the stock in a transaction that occurred 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 completion of the transaction, the executive vice president owned 194,451 shares of the company's stock, valued at $51,210,615.36. The trade was a 7.16% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. In the last quarter, insiders have sold 97,569 shares of company stock worth $25,476,044. 0.16% of the stock is owned by company insiders.

Wall Street Analysts Forecast Growth

A number of research analysts have issued reports on JNJ shares. Wall Street Zen lowered shares of Johnson & Johnson from a "buy" rating to a "hold" rating in a research note on Saturday, August 1st. 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. Raymond James Financial set a $280.00 target price on shares of Johnson & Johnson in a report on Monday, August 3rd. Argus set a $300.00 target price on Johnson & Johnson in a report on Wednesday, July 29th. Finally, Scotiabank reissued an "outperform" rating and issued a $305.00 price target 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 issued a Hold rating to the stock. According to data from MarketBeat, Johnson & Johnson currently has an average rating of "Moderate Buy" and an average target price of $272.83.

Johnson & Johnson News Roundup

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

• Positive Sentiment: Analyst sentiment remains supportive. JNJ received an upgrade that helped it reach a new 12-month high, while the broader analyst view is rated “Moderate Buy.” UBS also began coverage, potentially increasing institutional attention. Johnson & Johnson Reaches New 12-Month High Following Analyst Upgrade Johnson & Johnson Receives Average Rating of Moderate Buy
• Positive Sentiment: Johnson & Johnson’s 64-year record of dividend growth remains a key support for income-oriented investors. Strong profitability and the company’s diversified healthcare portfolio help sustain the dividend despite competitive pressure on a major drug. Johnson & Johnson Is Boring Which Makes Its Dividend Nearly Perfect
• Neutral Sentiment: Management will discuss the business at the Deutsche Bank Healthcare Summit on September 17. The event could provide updates on pharmaceuticals, litigation and forward guidance, but it is not itself a change to earnings expectations. Johnson & Johnson to Participate in the Deutsche Bank 2026 Healthcare Summit
• Negative Sentiment: Profit-taking and valuation risk are elevated after JNJ gained about 60% over the past year versus roughly 21% for the S&P 500. Analysts question whether the current price already discounts growth above management’s near-term outlook. Was JNJ Stock Rally Actually Its Own? Is Johnson & Johnson Stock Priced For More Growth Than It Has Guided?
• Negative Sentiment: An executive vice president sold 33,597 shares worth approximately $9.2 million, reducing his holdings by 56.9%. The sale may reinforce short-term concerns about insider conviction, although it does not change JNJ’s fundamentals. SEC insider transaction filing
• Negative Sentiment: An analyst lowered the FY2026 EPS forecast, adding pressure to expectations. Talc litigation also remains unresolved despite a proposed path toward settlement, while the Louisiana verdict continues to focus attention on legal liability and potential costs. Johnson & Johnson dividend and competition analysis

Johnson & Johnson Trading Down 1.2%

Shares of JNJ opened at $275.12 on Friday. Johnson & Johnson has a 52-week low of $173.33 and a 52-week high of $281.07. The stock has a market cap of $663.01 billion, a PE ratio of 31.88, a price-to-earnings-growth ratio of 2.66 and a beta of 0.24. The firm's fifty day moving average is $261.98 and its two-hundred day moving average is $245.07. The company has a quick ratio of 0.81, a current ratio of 1.09 and a debt-to-equity ratio of 0.44.

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

Johnson & Johnson Dividend Announcement

The company also recently declared a quarterly dividend, which will be paid on Tuesday, September 8th. Stockholders of record on Tuesday, August 25th will be issued a dividend of $1.34 per share. The ex-dividend date is Tuesday, August 25th. This represents a $5.36 dividend on an annualized basis and a dividend yield of 1.9%. Johnson & Johnson's dividend payout ratio (DPR) is currently 62.11%.

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.

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