Alyeska Investment Group L.P. grew its stake in Johnson & Johnson (NYSE:JNJ - Free Report) by 40.6% in the second quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 1,173,482 shares of the company's stock after buying an additional 338,790 shares during the period. Johnson & Johnson makes up about 0.8% of Alyeska Investment Group L.P.'s holdings, making the stock its 16th biggest holding. Alyeska Investment Group L.P.'s holdings in Johnson & Johnson were worth $298,029,000 as of its most recent filing with the Securities and Exchange Commission (SEC).
A number of other institutional investors have also recently made changes to their positions in JNJ. Elefante Mark B lifted its position in Johnson & Johnson by 9.8% in the second quarter. Elefante Mark B now owns 28,686 shares of the company's stock valued at $7,285,000 after purchasing an additional 2,563 shares during the last quarter. World Investment Advisors grew its holdings in 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 acquiring an additional 26,450 shares during the last quarter. Signal Advisors Wealth LLC increased its position in shares of Johnson & Johnson by 76.1% in the first quarter. Signal Advisors Wealth LLC now owns 15,126 shares of the company's stock valued at $3,697,000 after acquiring an additional 6,539 shares during the period. Gradient Investments LLC raised its stake in shares of Johnson & Johnson by 9.9% during the second 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 during the last quarter. Finally, Louisiana State Employees Retirement System purchased a new stake in shares of Johnson & Johnson during the first quarter worth about $30,017,000. Institutional investors own 69.55% of the company's stock.
Johnson & Johnson Stock Performance
Shares of JNJ stock opened at $267.20 on Thursday. Johnson & Johnson has a one year low of $173.33 and a one year high of $281.07. The company's 50-day moving average is $262.88 and its 200 day moving average is $245.62. The company has a market capitalization of $643.93 billion, a price-to-earnings ratio of 30.96, a price-to-earnings-growth ratio of 2.57 and a beta of 0.24. The company has a debt-to-equity ratio of 0.44, a quick ratio of 0.81 and a current ratio of 1.09.
Johnson & Johnson (NYSE:JNJ - Get Free Report) last issued its earnings results on Wednesday, July 15th. The company reported $2.90 earnings per share (EPS) for the quarter, topping the consensus estimate of $2.84 by $0.06. The business had revenue of $25.31 billion during the quarter, compared to analysts' expectations of $25.06 billion. Johnson & Johnson had a net margin of 21.48% and a return on equity of 32.42%. 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 company earned $2.77 earnings per share. Johnson & Johnson has set its FY 2026 guidance at 11.600-11.750 EPS. Sell-side analysts expect that Johnson & Johnson will post 11.61 EPS for the current fiscal year.
Johnson & Johnson Dividend Announcement
The company also recently disclosed a quarterly dividend, which was paid on Tuesday, September 8th. Investors of record on Tuesday, August 25th were issued a $1.34 dividend. This represents a $5.36 dividend on an annualized basis and a yield of 2.0%. The ex-dividend date was Tuesday, August 25th. Johnson & Johnson's payout ratio is presently 62.11%.
Wall Street Analysts Forecast Growth
A number of analysts recently commented on JNJ shares. Johnson Rice reaffirmed a "buy" rating on shares of Johnson & Johnson in a research note on Monday, August 3rd. Wells Fargo & Company upped their price objective on shares of Johnson & Johnson from $272.00 to $282.00 and gave the stock an "overweight" rating in a report on Monday, August 3rd. Leerink Partners raised shares of Johnson & Johnson from a "market perform" rating to an "outperform" rating and set a $265.00 target price for the company in a research note on Wednesday, May 13th. The Goldman Sachs Group reiterated a "buy" rating and set a $282.00 target price on shares of Johnson & Johnson in a report on Thursday, July 16th. Finally, UBS Group began coverage on Johnson & Johnson in a research note on Wednesday, September 2nd. They issued a "buy" rating and a $320.00 price target on the stock. One research 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 stock. According to MarketBeat.com, the company has a consensus rating of "Moderate Buy" and an average price target of $272.83.
Read Our Latest Stock Report on Johnson & Johnson
More Johnson & Johnson News
Here are the key news stories impacting Johnson & Johnson this week:
- Positive Sentiment: At the Wells Fargo Healthcare Conference, Johnson & Johnson highlighted growth opportunities in MedTech, with cardiovascular products taking center stage. Management’s focus on high-end, innovative devices supports the company’s longer-term growth outlook. Johnson & Johnson Eyes High-End MedTech Growth as Cardiovascular Takes Center Stage
- Positive Sentiment: JNJ is preparing to present 24 abstracts at Psych Congress 2026, including pivotal Phase 3 CAPLYTA data in bipolar mania and new SPRAVATO analyses. The data could strengthen confidence in the company’s neuropsychiatry pipeline and future pharmaceutical growth. Johnson & Johnson Neuropsychiatry Data
- Positive Sentiment: Jim Cramer characterized the recent weakness as a buying opportunity, reinforcing the view that JNJ’s defensive profile, diversified healthcare operations, and dividend appeal may attract investors during market uncertainty. Cramer Says It’s Time to Buy the Dip on JNJ
- Neutral Sentiment: Analysts and market commentary continue to view JNJ as a defensive stock ahead of inflation data and the Federal Reserve’s next rate decision. That positioning may support demand, but macroeconomic uncertainty is also increasing day-to-day volatility. Defensive Stocks Ahead of CPI and the Fed
- Negative Sentiment: JNJ recently declined more than the broader market, suggesting profit-taking or increased sensitivity to market-wide selling. With shares near their 52-week high and trading at roughly 31 times earnings, valuation may be limiting near-term upside despite solid earnings and full-year EPS guidance. Johnson & Johnson Sees a More Significant Dip Than the Broader Market
Insiders Place Their Bets
In other news, EVP Vanessa Broadhurst sold 23,054 shares of the business's stock in a transaction 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 owned 23,003 shares in the company, valued at $5,779,963.81. The trade was a 50.06% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available through this link. Also, EVP Timothy Schmid sold 33,597 shares of the company's stock in a transaction on Wednesday, September 2nd. The shares were sold at an average price of $274.74, for a total value of $9,230,439.78. Following the transaction, the executive vice president directly owned 25,447 shares in the company, valued at approximately $6,991,308.78. The trade was a 56.90% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Over the last 90 days, insiders sold 87,569 shares of company stock valued at $23,064,544. Insiders own 0.16% of the company's stock.
About Johnson & Johnson
(
Free Report)
Johnson & Johnson NYSE: JNJ is a global healthcare company that develops, manufactures and markets pharmaceutical and medical device products. Founded in 1886 and headquartered in New Brunswick, New Jersey, the company serves patients, healthcare professionals and institutions in markets around the world.
Johnson & Johnson operates through two primary business segments: Innovative Medicine and MedTech. Innovative Medicine focuses on prescription treatments in areas including immunology, oncology, neuroscience, cardiovascular and metabolic disease, infectious diseases, and pulmonary hypertension.
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