Czech National Bank Acquires 28,860 Shares of Johnson & Johnson $JNJ

Key Points

• Czech National Bank increased its Johnson & Johnson stake by 4.4% in the second quarter, purchasing 28,860 shares and bringing its holdings to 685,186 shares worth approximately $174 million. Institutional investors collectively own 69.55% of JNJ.
• Johnson & Johnson exceeded quarterly earnings and revenue expectations, reporting $2.90 in adjusted EPS and $25.31 billion in revenue, while revenue rose 6.6% year over year. The company reaffirmed fiscal 2026 EPS guidance of $11.60–$11.75.
• JNJ declared a quarterly dividend of $1.34, equivalent to an annualized $5.36 payout and a 2.1% yield. Analysts maintain a “Moderate Buy” consensus with an average price target of $268.22, although two executives recently sold shares.

Czech National Bank increased its holdings in shares of Johnson & Johnson (NYSE:JNJ - Free Report) by 4.4% in the second quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund owned 685,186 shares of the company's stock after buying an additional 28,860 shares during the period. Johnson & Johnson accounts for about 0.9% of Czech National Bank's investment portfolio, making the stock its 16th biggest holding. Czech National Bank's holdings in Johnson & Johnson were worth $174,017,000 at the end of the most recent quarter.

Other institutional investors have also recently bought and sold shares of the company. Sierra Capital LLC lifted its stake in shares of Johnson & Johnson by 0.5% in the 4th quarter. Sierra Capital LLC now owns 8,144 shares of the company's stock valued at $1,685,000 after purchasing an additional 41 shares during the period. Beaird Harris Wealth Management LLC increased its holdings in Johnson & Johnson by 1.8% in the fourth quarter. Beaird Harris Wealth Management LLC now owns 2,422 shares of the company's stock valued at $501,000 after purchasing an additional 42 shares during the last quarter. Ballast Advisors LLC lifted its stake in Johnson & Johnson by 1.2% in the first quarter. Ballast Advisors LLC now owns 3,598 shares of the company's stock valued at $879,000 after buying an additional 42 shares during the period. Broadleaf Partners LLC lifted its stake in Johnson & Johnson by 0.6% in the fourth quarter. Broadleaf Partners LLC now owns 7,348 shares of the company's stock valued at $1,521,000 after buying an additional 43 shares during the period. Finally, Jessup Wealth Management Inc boosted its holdings in Johnson & Johnson by 0.6% during the fourth quarter. Jessup Wealth Management Inc now owns 7,574 shares of the company's stock worth $1,567,000 after buying an additional 44 shares during the last quarter. Institutional investors and hedge funds own 69.55% of the company's stock.

Insider Transactions at Johnson & Johnson

In other news, EVP Vanessa Broadhurst sold 23,054 shares of the company's stock in a transaction dated Monday, July 20th. The stock was sold at an average price of $251.27, for a total transaction of $5,792,778.58. Following the completion of the transaction, the executive vice president directly owned 23,003 shares of the company's stock, valued at $5,779,963.81. This represents a 50.06% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available at this hyperlink. Also, EVP Kathryn E. Wengel sold 10,000 shares of the company's 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 transaction, the executive vice president directly owned 114,288 shares of the company's stock, valued at $27,560,551.20. This represents a 8.05% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. 0.16% of the stock is currently owned by corporate insiders.

Johnson & Johnson Price Performance

NYSE JNJ opened at $257.30 on Friday. The company has a debt-to-equity ratio of 0.44, a quick ratio of 0.81 and a current ratio of 1.09. The stock has a market cap of $620.07 billion, a price-to-earnings ratio of 29.81, a PEG ratio of 2.46 and a beta of 0.24. The business has a 50 day simple moving average of $247.80 and a 200 day simple moving average of $239.59. Johnson & Johnson has a 52-week low of $169.92 and a 52-week high of $274.90.

Johnson & Johnson (NYSE:JNJ - Get Free Report) last released its quarterly earnings results on Wednesday, July 15th. The company reported $2.90 earnings per share for the quarter, beating 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 company had revenue of $25.31 billion during the quarter, compared to analysts' expectations of $25.06 billion. During the same quarter in the prior year, the company earned $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. Analysts anticipate that Johnson & Johnson will post 11.61 earnings per share for the current fiscal year.

Johnson & Johnson Announces Dividend

The business also recently announced a quarterly dividend, which will be paid on Tuesday, September 8th. Investors of record on Tuesday, August 25th will be paid a $1.34 dividend. The ex-dividend date of this dividend 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 is presently 62.11%.

Key Headlines Impacting Johnson & Johnson

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

• Positive Sentiment: Citi reiterated a Buy view: The endorsement reinforces confidence in JNJ’s earnings durability and diversified healthcare portfolio, potentially supporting investor demand. Johnson & Johnson Gets a Buy from Citi
• Positive Sentiment: Wells Fargo sees additional upside: An analyst expects JNJ’s stock price to rise, adding to the positive sell-side sentiment around the company. Johnson & Johnson Stock Price Expected to Rise
• Positive Sentiment: Contact-lens investment could expand medical-device capacity: JNJ plans to spend more than $1 billion to increase U.S. contact-lens production. The investment may support long-term growth and domestic manufacturing, though reimbursement limitations reduce the immediate benefit for Medicare patients. Johnson & Johnson Contact Lens Investment
• Positive Sentiment: Dividend-focused investors continue to favor JNJ: Recent retirement and dividend-stock coverage highlights JNJ as a dependable income holding, which may provide support from defensive and income-oriented portfolios. Strong Buy Dividend Aristocrat Stocks
• Neutral Sentiment: Division transition remains a focus: Coverage describes JNJ as steady while it reorganizes its business, suggesting investors are watching execution rather than reacting to a major new fundamental change. Johnson & Johnson Amid a Division Transition
• Neutral Sentiment: Upcoming Wells Fargo healthcare conference: JNJ’s participation could provide updates on strategy and the division transition, but no new financial information has been announced. Johnson & Johnson Wells Fargo Healthcare Conference
• Negative Sentiment: Medicare coverage limits the contact-lens opportunity: The narrow reimbursement situation could constrain near-term demand and temper the investment’s immediate revenue impact. JNJ also faces broader pharmaceutical competition as rival Eli Lilly reports strong GLP-1 growth and raises guidance. Eli Lilly Q2 Earnings and GLP-1 Growth

Analyst Upgrades and Downgrades

A number of analysts have recently commented on the company. JPMorgan Chase & Co. upped their price target on Johnson & Johnson from $250.00 to $260.00 and gave the company a "neutral" rating in a research note on Wednesday, April 15th. Daiwa Securities Group upped their target price on shares of Johnson & Johnson from $237.00 to $246.00 and gave the company an "outperform" rating in a research note on Thursday, April 16th. Raymond James Financial set a $280.00 target price on shares of Johnson & Johnson in a report on Monday. Morgan Stanley lifted their price target on shares of Johnson & Johnson from $284.00 to $294.00 and gave the stock an "overweight" rating in a research report on Thursday, July 16th. Finally, HSBC set a $290.00 price objective on shares of Johnson & Johnson and gave the company a "buy" rating in a research report on Monday, July 6th. One investment 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 stock currently has a consensus rating of "Moderate Buy" and a consensus price target of $268.22.

Johnson & Johnson Company 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.

This instant news alert was generated by narrative science technology and financial data from MarketBeat in order to provide readers with the fastest reporting and unbiased coverage. Please send any questions or comments about this story to contact@marketbeat.com.

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