Archford Capital Strategies LLC Has $10.32 Million Stock Holdings in Johnson & Johnson $JNJ

Key Points

• Archford Capital Strategies increased its Johnson & Johnson stake by 50.6% in the second quarter, adding 13,660 shares to hold 40,636 shares valued at approximately $10.32 million.
• Johnson & Johnson exceeded quarterly earnings and revenue estimates, while analysts maintain a “Moderate Buy” consensus with a $274.13 average price target. The company also pays a $1.34 quarterly dividend, representing a 2.0% yield.
• Insiders have been selling shares: executives sold 87,569 shares worth approximately $23.1 million over the past 90 days, while institutional investors own 69.55% of the company.

Archford Capital Strategies LLC grew its stake in Johnson & Johnson (NYSE:JNJ - Free Report) by 50.6% in the 2nd quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 40,636 shares of the company's stock after acquiring an additional 13,660 shares during the period. Johnson & Johnson accounts for approximately 1.0% of Archford Capital Strategies LLC's holdings, making the stock its 22nd largest position. Archford Capital Strategies LLC's holdings in Johnson & Johnson were worth $10,320,000 as of its most recent SEC filing.

Several other institutional investors and hedge funds have also bought and sold shares of the stock. Silver Coast Investments LLC grew its holdings in Johnson & Johnson by 3.8% during the second quarter. Silver Coast Investments LLC now owns 1,066 shares of the company's stock worth $271,000 after purchasing an additional 39 shares during the period. Townsend Asset Management Corp NC ADV raised its stake in Johnson & Johnson by 0.6% in the second quarter. Townsend Asset Management Corp NC ADV now owns 6,418 shares of the company's stock valued at $1,630,000 after buying an additional 39 shares during the period. Triumph Capital Management raised its stake in Johnson & Johnson by 1.6% in the second quarter. Triumph Capital Management now owns 2,531 shares of the company's stock valued at $643,000 after buying an additional 39 shares during the period. Denali Advisors LLC lifted its position in shares of Johnson & Johnson by 1.2% in the second quarter. Denali Advisors LLC now owns 3,305 shares of the company's stock valued at $839,000 after buying an additional 40 shares during the last quarter. Finally, Beaird Harris Wealth Management LLC boosted its stake in shares of 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 acquiring an additional 42 shares during the period. Institutional investors own 69.55% of the company's stock.

Insiders Place Their Bets

In other Johnson & Johnson news, EVP Elizabeth Forminard sold 15,918 shares of the firm's stock in a transaction on Thursday, August 6th. The stock was sold at an average price of $257.00, for a total value of $4,090,926.00. Following the sale, the executive vice president owned 16,994 shares of the company's stock, valued at approximately $4,367,458. This trade represents a 48.37% decrease in their position. The sale was disclosed in a document filed with the SEC, which can be accessed through the SEC website. Also, EVP Timothy Schmid sold 33,597 shares of the business's stock in a transaction on Wednesday, September 2nd. The stock was 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 of the company's stock, valued at $6,991,308.78. This trade represents a 56.90% decrease in their position. The disclosure for this sale is available in the SEC filing. In the last 90 days, insiders sold 87,569 shares of company stock worth $23,064,544. 0.16% of the stock is owned by company insiders.

Wall Street Analyst Weigh In

A number of research analysts recently weighed in on the company. Morgan Stanley boosted their target price on Johnson & Johnson from $284.00 to $294.00 and gave the stock an "overweight" rating in a report on Thursday, July 16th. Stifel Nicolaus set a $260.00 price objective on shares of Johnson & Johnson in a research report on Wednesday, July 15th. Argus set a $300.00 price objective on shares of Johnson & Johnson in a report on Wednesday, July 29th. HSBC increased their price objective on shares of Johnson & Johnson from $290.00 to $320.00 and gave the company a "buy" rating in a research report on Thursday, September 10th. Finally, Royal Bank Of Canada raised their target price on shares of Johnson & Johnson from $265.00 to $287.00 and gave the stock an "outperform" rating in a research note on Monday, July 13th. One equities research analyst has rated the stock with a Strong Buy rating, eighteen have assigned a Buy rating and six have issued a Hold rating to the company's stock. According to data from MarketBeat, Johnson & Johnson has an average rating of "Moderate Buy" and a consensus price target of $274.13.

Johnson & Johnson Trading Up 0.1%

Shares of Johnson & Johnson stock opened at $267.35 on Thursday. 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 has a 12-month low of $173.33 and a 12-month high of $281.07. The company has a market capitalization of $644.28 billion, a price-to-earnings ratio of 30.98, a PEG ratio of 2.55 and a beta of 0.24. The firm's 50-day moving average price is $263.25 and its two-hundred day moving average price is $246.40.

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

Johnson & Johnson Dividend Announcement

The firm also recently announced a quarterly dividend, which was paid on Tuesday, September 8th. Shareholders of record on Tuesday, August 25th were paid a dividend of $1.34 per share. The ex-dividend date was Tuesday, August 25th. This represents a $5.36 annualized dividend and a yield of 2.0%. Johnson & Johnson's dividend payout ratio is presently 62.11%.

Key Headlines Impacting Johnson & Johnson

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

• Positive Sentiment: Promising lung-cancer results strengthen J&J’s growth outlook. New Phase 2b and Phase 3 data showed that RYBREVANT-based combinations for EGFR-mutated non-small-cell lung cancer delivered improved tolerability, fewer treatment-related adverse events and longer reported overall survival. The results could support adoption of RYBREVANT and LAZCLUZE in first-line treatment. Johnson & Johnson Reports Stronger Survival Data in EGFR-Mutated Lung Cancer
• Positive Sentiment: Underlying business momentum remains resilient despite STELARA pressure. Management said sales increased 5.6% excluding the roughly 460-basis-point drag from STELARA, encouraging investors to focus on growth from the broader pharmaceutical and MedTech portfolios. The company previously reported quarterly revenue of $25.31 billion, up 6.6% year over year, and adjusted EPS above consensus. Should You Judge JNJ Stock Without STELARA?
• Positive Sentiment: Potential value creation from a DePuy Synthes sale is attracting investor interest. Apollo Global Management is reportedly considering acquiring J&J’s orthopedics business for close to $20 billion. A transaction could unlock value, sharpen J&J’s portfolio focus and provide capital for acquisitions or shareholder returns, although no deal has been announced. Apollo and J&J Face a High-Stakes Orthopedics Deal
• Neutral Sentiment: J&J remains viewed as a defensive, dividend-oriented healthcare holding. Its roughly 2% yield, recent outperformance and FY 2026 EPS guidance of $11.60–$11.75 support the investment case, but a valuation near 31 times earnings leaves less room for execution disappointments.
• Negative Sentiment: A partnered depression drug failed a key Phase 2 endpoint. Contineum Therapeutics said the MOONLIGHT-1 trial of JNJ-5120/PIPE-307 did not meet its primary efficacy goal in major depressive disorder. J&J is reviewing additional data, but the setback weakens the near-term pipeline contribution from the program. Johnson & Johnson-Partnered Contineum Depression Drug Fails Mid-Stage Trial
• Negative Sentiment: Reported insider activity shows executives have sold shares without any purchases during the past six months, a potentially cautionary sentiment signal, though such transactions may reflect diversification or scheduled sales rather than a fundamental view of JNJ.

About Johnson & Johnson

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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