Arete Wealth Advisors LLC Acquires 11,789 Shares of Johnson & Johnson $JNJ

Key Points

• Arete Wealth Advisors increased its Johnson & Johnson stake by 17.2% in the first quarter, purchasing 11,789 shares to hold 80,292 shares valued at approximately $19.6 million. Institutional investors collectively own 69.55% of JNJ.
• Johnson & Johnson reported strong second-quarter results, with revenue up 6.6% to $25.31 billion and adjusted EPS of $2.90, prompting full-year 2026 guidance of $11.60–$11.75 per share.
• Investors are weighing reduced talc-litigation uncertainty against execution risks. J&J proposed a settlement of up to $5.5 billion covering roughly 76,000 lawsuits, while analysts maintain a generally positive outlook and the company continues to offer a $1.34 quarterly dividend.

Arete Wealth Advisors LLC boosted its holdings in shares of Johnson & Johnson (NYSE:JNJ - Free Report) by 17.2% in the first quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 80,292 shares of the company's stock after purchasing an additional 11,789 shares during the period. Johnson & Johnson comprises 1.4% of Arete Wealth Advisors LLC's portfolio, making the stock its 16th biggest holding. Arete Wealth Advisors LLC's holdings in Johnson & Johnson were worth $19,626,000 as of its most recent SEC filing.

A number of other institutional investors also recently added to or reduced their stakes in JNJ. Brighton Jones LLC increased its holdings in Johnson & Johnson by 13.9% during the 4th quarter. Brighton Jones LLC now owns 51,876 shares of the company's stock valued at $7,502,000 after purchasing an additional 6,332 shares in the last quarter. United Bank raised its stake in shares of Johnson & Johnson by 110.7% in the first quarter. United Bank now owns 9,279 shares of the company's stock worth $1,539,000 after acquiring an additional 4,876 shares during the last quarter. Sivia Capital Partners LLC lifted its position in shares of Johnson & Johnson by 13.4% during the second quarter. Sivia Capital Partners LLC now owns 5,863 shares of the company's stock worth $896,000 after purchasing an additional 692 shares in the last quarter. Wealth Group Ltd. grew its stake in shares of Johnson & Johnson by 12.8% during the second quarter. Wealth Group Ltd. now owns 1,482 shares of the company's stock valued at $226,000 after purchasing an additional 168 shares during the last quarter. Finally, Schnieders Capital Management LLC. grew its stake in shares of Johnson & Johnson by 9.8% during the second quarter. Schnieders Capital Management LLC. now owns 73,680 shares of the company's stock valued at $11,255,000 after purchasing an additional 6,584 shares during the last quarter. 69.55% of the stock is owned by institutional investors and hedge funds.

Key Johnson & Johnson News

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

• Positive Sentiment: Talc settlement removes a major overhang. J&J proposed paying up to $5.5 billion to resolve approximately 76,000 remaining U.S. lawsuits alleging that its talc products caused ovarian cancer. Investors appear to view the agreement as reducing years of legal uncertainty and improving visibility into future liabilities. The deal requires participation by at least 95% of claimants, with payments expected to begin in 2027, so final resolution is not yet guaranteed. Reuters talc settlement article
• Positive Sentiment: J&J delivered strong second-quarter results and raised its outlook. Revenue rose 6.6% year over year to $25.31 billion, exceeding expectations, while adjusted earnings per share of $2.90 topped the consensus estimate. Full-year 2026 guidance was set at $11.60–$11.75 per share, supporting confidence in the company’s operating performance. Yahoo Finance earnings article
• Positive Sentiment: Analysts remain constructive. Goldman Sachs and Morgan Stanley reiterated Buy ratings following the settlement news, with price targets remaining above the recent trading level. One analyst said progress on the talc resolution removes a significant valuation discount. TipRanks Goldman Sachs rating article
• Neutral Sentiment: Settlement terms still carry execution risk. The proposal involves a substantial cash commitment and could leave future lawsuits unaffected. Its effectiveness depends on claimant participation and court-related processes. CNN settlement article
• Negative Sentiment: MedTech growth was comparatively softer. Cardiovascular performance lagged in the second quarter, although stronger Vision, Surgery and Orthopedics results and new product launches may support improvement in the second half. Zacks MedTech article
• Negative Sentiment: An executive sale is a minor sentiment headwind. EVP Vanessa Broadhurst sold 23,054 shares worth approximately $5.8 million, reducing her direct position by about half. SEC insider transaction filing

Johnson & Johnson Stock Performance

Shares of JNJ stock opened at $266.76 on Wednesday. The stock has a market cap of $642.86 billion, a PE ratio of 30.91, a price-to-earnings-growth ratio of 2.52 and a beta of 0.24. The stock has a 50-day moving average of $244.20 and a 200-day moving average of $237.40. The company has a debt-to-equity ratio of 0.44, a current ratio of 1.09 and a quick ratio of 0.81. Johnson & Johnson has a one year low of $164.23 and a one year high of $274.90.

Johnson & Johnson (NYSE:JNJ - Get Free Report) last released its quarterly earnings data 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. Johnson & Johnson had a net margin of 21.48% and a return on equity of 32.42%. The business had revenue of $25.31 billion for the quarter, compared to analyst estimates of $25.06 billion. During the same quarter last year, the firm earned $2.77 EPS. Johnson & Johnson'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. As a group, sell-side analysts expect that Johnson & Johnson will post 11.68 earnings per share for the current year.

Johnson & Johnson Announces Dividend

The company also recently disclosed a quarterly dividend, which will be paid on Tuesday, September 8th. Investors of record on Tuesday, August 25th will be given a $1.34 dividend. The ex-dividend date is Tuesday, August 25th. This represents a $5.36 dividend on an annualized basis and a dividend yield of 2.0%. Johnson & Johnson's dividend payout ratio is currently 62.11%.

Insider Buying and Selling at Johnson & Johnson

In other Johnson & Johnson news, EVP Kathryn E. Wengel sold 10,000 shares of the stock in a transaction dated 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 completion of the sale, the executive vice president directly owned 114,288 shares in the company, valued at $27,560,551.20. This represents a 8.05% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available through the SEC website. Also, EVP Vanessa Broadhurst sold 23,054 shares of the firm's stock in a transaction dated 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 sale, 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 position. Additional details regarding this sale are available in the official SEC disclosure. Company insiders own 0.16% of the company's stock.

Wall Street Analyst Weigh In

Several research analysts recently weighed in on the stock. TD Cowen boosted their price objective on shares of Johnson & Johnson from $250.00 to $300.00 and gave the stock a "buy" rating in a research report on Monday, July 13th. Barclays increased their price objective on Johnson & Johnson from $234.00 to $255.00 and gave the company an "equal weight" rating in a research report on Wednesday, April 15th. Guggenheim reissued a "buy" rating and issued a $270.00 target price on shares of Johnson & Johnson in a research note on Friday, July 17th. Daiwa Securities Group boosted their target price on Johnson & Johnson from $237.00 to $246.00 and gave the stock an "outperform" rating in a research report on Thursday, April 16th. Finally, Johnson Rice raised Johnson & Johnson from an "outperform" rating to a "buy" rating and set a $280.00 price target on the stock in a research note on Thursday, July 16th. One analyst has rated the stock with a Strong Buy rating, eighteen have issued a Buy rating and six have issued a Hold rating to the stock. According to MarketBeat, the company currently has a consensus rating of "Moderate Buy" and a consensus 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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