EverSource Wealth Advisors LLC Has $4.13 Million Stake in Johnson & Johnson $JNJ

Key Points

• EverSource Wealth Advisors reduced its Johnson & Johnson stake by 27.7% in the second quarter, selling 6,245 shares and retaining 16,278 shares valued at approximately $4.13 million. Institutional investors collectively own 69.55% of JNJ.
• Johnson & Johnson exceeded second-quarter expectations, reporting revenue of $25.31 billion, up 6.6% year over year, and adjusted EPS of $2.90 versus the $2.84 consensus estimate. The company also raised its 2026 EPS guidance to $11.60–$11.75.
• Analyst sentiment remains favorable, with a consensus “Moderate Buy” rating and an average price target of $268.22, while JNJ maintains a $1.34 quarterly dividend. However, insiders have sold nearly 64,000 shares worth about $16.25 million over the past 90 days.

EverSource Wealth Advisors LLC reduced its stake in shares of Johnson & Johnson (NYSE:JNJ - Free Report) by 27.7% in the second quarter, according to its most recent filing with the SEC. The institutional investor owned 16,278 shares of the company's stock after selling 6,245 shares during the period. EverSource Wealth Advisors LLC's holdings in Johnson & Johnson were worth $4,134,000 as of its most recent filing with the SEC.

Several other institutional investors and hedge funds have also recently modified their holdings of JNJ. Nicholas Wealth LLC. bought a new position in shares of Johnson & Johnson in the second quarter valued at approximately $254,000. Aventus Investment Advisors Inc. grew its holdings in Johnson & Johnson by 63.5% during the second quarter. Aventus Investment Advisors Inc. now owns 340 shares of the company's stock worth $86,000 after buying an additional 132 shares in the last quarter. CrossGen Wealth LLC raised its position in Johnson & Johnson by 2.2% in the 2nd quarter. CrossGen Wealth LLC now owns 8,901 shares of the company's stock valued at $2,260,000 after buying an additional 190 shares during the last quarter. Nilsine Partners LLC raised its position in Johnson & Johnson by 0.8% in the 2nd quarter. Nilsine Partners LLC now owns 23,855 shares of the company's stock valued at $6,058,000 after buying an additional 187 shares during the last quarter. Finally, Naples Global Advisors LLC lifted its stake in Johnson & Johnson by 0.6% during the 2nd quarter. Naples Global Advisors LLC now owns 52,184 shares of the company's stock valued at $13,253,000 after acquiring an additional 291 shares in the last quarter. 69.55% of the stock is owned by hedge funds and other institutional investors.

Johnson & Johnson News Roundup

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

• Positive Sentiment: Strong earnings and higher guidance remain key catalysts. Second-quarter revenue rose 6.6% to $25.31 billion, exceeding estimates, while adjusted EPS of $2.90 topped the $2.84 consensus. Management also raised its 2026 outlook, reinforcing confidence in near-term earnings growth. Johnson & Johnson Stock Jumps as Healthcare Rotation Lifts Shares
• Positive Sentiment: FDA clearance expands JNJ’s medical-technology opportunity. The company received authorization for MONARCH QUEST 3, an AI-powered software upgrade adding 3D imaging, planning, and navigation capabilities to its robotic bronchoscopy platform. The development supports JNJ’s broader push into robotic surgery and advanced diagnostics. Johnson & Johnson Expands Robotic Bronchoscopy Push
• Positive Sentiment: Analysts continue to favor JNJ as a defensive growth and income stock. Several analysts maintain Buy or Strong Buy views, citing immunology and neuroscience medicines as potential growth engines that can help offset Stelara’s loss of exclusivity. JNJ’s 64-year record of dividend increases and recent quarterly payout of $1.34 also support its appeal to income-focused investors. Analysts Favor Dividend Aristocrats JNJ and LIN
• Neutral Sentiment: Above-average call-option activity points to increased short-term bullish positioning, but options flows may also increase volatility and are not a substitute for fundamental demand.
• Negative Sentiment: Executive Vice President Jennifer Taubert sold 15,000 shares for approximately $3.95 million, reducing her holdings by 7.16%. Continued insider selling by multiple executives could weigh modestly on sentiment, although the transaction does not by itself indicate weakening business conditions. SEC insider transaction filing

Insider Activity at Johnson & Johnson

In other Johnson & Johnson news, EVP Elizabeth Forminard sold 15,918 shares of the stock in a transaction on Thursday, August 6th. The stock was sold at an average price of $257.00, for a total transaction of $4,090,926.00. Following the completion of the transaction, the executive vice president directly owned 16,994 shares of the company's stock, valued at approximately $4,367,458. This represents a 48.37% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this link. Also, EVP Vanessa Broadhurst sold 23,054 shares of the firm'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 sale, 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 SEC filing for this sale provides additional information. In the last 90 days, insiders have sold 63,972 shares of company stock worth $16,245,605. 0.16% of the stock is currently owned by company insiders.

Analyst Ratings Changes

Several research firms have recently issued reports on JNJ. Royal Bank Of Canada upped 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. Weiss Ratings upgraded shares of Johnson & Johnson from a "buy (b-)" rating to a "buy (b)" rating in a report on Friday, July 24th. TD Cowen upped 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. Argus set a $300.00 target price on shares of Johnson & Johnson in a research report on Wednesday, July 29th. Finally, Freedom Capital upgraded Johnson & Johnson from a "hold" rating to a "strong-buy" rating in a research note on Thursday, July 16th. One research analyst has rated the stock with a Strong Buy rating, eighteen have given a Buy rating and six have given a Hold rating to the stock. Based on data from MarketBeat, the company has a consensus rating of "Moderate Buy" and an average price target of $268.22.

Johnson & Johnson Trading Up 0.8%

NYSE JNJ opened at $273.19 on Thursday. The business's fifty day moving average is $253.89 and its 200-day moving average is $242.23. The company has a debt-to-equity ratio of 0.44, a current ratio of 1.09 and a quick ratio of 0.81. The stock has a market capitalization of $658.37 billion, a price-to-earnings ratio of 31.66, a PEG ratio of 2.59 and a beta of 0.24. Johnson & Johnson has a one year low of $173.33 and a one year high of $276.47.

Johnson & Johnson (NYSE:JNJ - Get Free Report) last posted 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 analyst estimates of $25.06 billion. During the same quarter in the prior year, the business earned $2.77 earnings per share. The firm's revenue for the quarter was up 6.6% on a year-over-year basis. Johnson & Johnson has set its FY 2026 guidance at 11.600-11.750 EPS. Equities research analysts predict that Johnson & Johnson will post 11.61 EPS for the current year.

Johnson & Johnson Announces Dividend

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

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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