Exchange Traded Concepts LLC Raises Stock Holdings in Johnson & Johnson $JNJ

Key Points

• Exchange Traded Concepts increased its Johnson & Johnson stake by 19% in the second quarter, adding 31,294 shares to own 196,257 shares valued at approximately $49.8 million. Institutional investors collectively own 69.55% of JNJ.
• Johnson & Johnson reported quarterly earnings of $2.90 per share and revenue of $25.31 billion, exceeding analyst expectations, while revenue increased 6.6% year over year. Analysts maintain a consensus “Moderate Buy” rating with an average price target of $268.22.
• The company declared a quarterly dividend of $1.34 per share, or $5.36 annually, yielding about 2.1% and extending its dividend-increase streak to 64 years. However, recent insider selling and ongoing talc-settlement uncertainty remain potential investor concerns.

Exchange Traded Concepts LLC raised its position in shares of Johnson & Johnson (NYSE:JNJ - Free Report) by 19.0% in the 2nd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The firm owned 196,257 shares of the company's stock after buying an additional 31,294 shares during the quarter. Exchange Traded Concepts LLC's holdings in Johnson & Johnson were worth $49,843,000 at the end of the most recent quarter.

A number of other hedge funds have also recently modified their holdings of the business. Blueline Advisors LLC bought a new position in shares of Johnson & Johnson in the 4th quarter worth about $25,000. Cresta Advisors Ltd. bought a new stake in Johnson & Johnson during the fourth quarter worth about $26,000. DecisionPoint Financial LLC grew its holdings in Johnson & Johnson by 104.2% in the fourth quarter. DecisionPoint Financial LLC now owns 147 shares of the company's stock worth $30,000 after purchasing an additional 75 shares during the period. Bay Harbor Wealth Management LLC grew its holdings in Johnson & Johnson by 49.0% in the fourth quarter. Bay Harbor Wealth Management LLC now owns 149 shares of the company's stock worth $31,000 after purchasing an additional 49 shares during the period. Finally, Semmax Financial Advisors Inc. increased its stake in shares of Johnson & Johnson by 55.0% during the second quarter. Semmax Financial Advisors Inc. now owns 203 shares of the company's stock valued at $31,000 after purchasing an additional 72 shares in the last quarter. Institutional investors own 69.55% of the company's stock.

Insider Buying and Selling

In other news, EVP Vanessa Broadhurst sold 23,054 shares of the stock in a transaction on 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 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 position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available through this link. Also, 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 completion of the transaction, the executive vice president owned 16,994 shares in the company, valued at approximately $4,367,458. This trade represents a 48.37% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Over the last quarter, insiders have sold 48,972 shares of company stock worth $12,295,205. 0.16% of the stock is owned by insiders.

Trending Headlines about Johnson & Johnson

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

• Positive Sentiment: Constructive post-earnings outlook: JNJ’s latest results exceeded analyst expectations for both earnings and revenue, while full-year 2026 EPS guidance remains centered around $11.60-$11.75. Analysts are watching for continued estimate increases and earnings momentum to support the stock’s advance. Why Is Johnson & Johnson Up Since Its Last Earnings Report?
• Positive Sentiment: Pharmaceutical recovery and defensive appeal: JNJ is among the large-cap pharmaceutical companies investors are watching as the industry recovery gains traction. Its diversified healthcare business and relatively low-beta profile may also attract investors seeking defensive exposure amid market uncertainty. Large-Cap Stocks to Watch as Pharma Recovery Takes Hold
• Positive Sentiment: Dividend record reinforces income appeal: JNJ raised its dividend 3.1% to $5.36 per share annually, extending its streak of consecutive increases to 64 years. The increase supports the company’s reputation as a long-term income and stability investment. Johnson & Johnson Has Increased Its Dividend for 64 Consecutive Years
• Neutral Sentiment: Talc settlement remains a key overhang: Analysis of JNJ’s proposed $5.5 billion talc settlement views it as a potential step toward reducing litigation uncertainty, but the long-term financial and legal impact remains subject to scrutiny. Johnson & Johnson’s $5.5B Talc Settlement
• Neutral Sentiment: Portfolio adjustments: JNJ sold its remaining rights and interests in botaretigene sparoparvovec to MeiraGTx for $25 million. The transaction may streamline the portfolio, but its financial contribution is unlikely to materially affect near-term results. MeiraGTx Reports Second Quarter 2026 Results
• Negative Sentiment: Robotics competition is increasing: Intuitive Surgical cited growing competitive pressure from JNJ and Chinese robotic-surgery platforms. While this reflects JNJ’s ambitions in surgical robotics, it also signals that gaining market share could require substantial investment and execution. Intuitive Surgical Beats on Q2 Results

Johnson & Johnson Price Performance

NYSE JNJ opened at $260.44 on Monday. Johnson & Johnson has a one year low of $173.33 and a one year high of $274.90. The stock has a 50-day moving average of $251.92 and a 200 day moving average of $241.34. 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 company has a market capitalization of $627.63 billion, a price-to-earnings ratio of 30.18, a PEG ratio of 2.48 and a beta of 0.24.

Johnson & Johnson (NYSE:JNJ - Get Free Report) last posted its earnings results on Wednesday, July 15th. The company reported $2.90 earnings per share (EPS) 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 business had revenue of $25.31 billion for the quarter, compared to analysts' expectations of $25.06 billion. During the same quarter in the prior year, the business earned $2.77 EPS. The business's revenue for the quarter 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. On average, sell-side analysts forecast that Johnson & Johnson will post 11.61 EPS for the current year.

Johnson & Johnson Dividend Announcement

The business 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 dividend of $1.34 per share. The ex-dividend date 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 62.11%.

Analysts Set New Price Targets

A number of brokerages have recently commented on JNJ. Wells Fargo & Company boosted their price target on Johnson & Johnson from $272.00 to $282.00 and gave the stock an "overweight" rating in a research report on Monday, August 3rd. Guggenheim raised their price objective on Johnson & Johnson from $270.00 to $287.00 and gave the company a "buy" rating in a research report on Thursday, August 6th. HSBC set a $290.00 price objective on Johnson & Johnson and gave the company a "buy" rating in a research note on Monday, July 6th. Raymond James Financial set a $280.00 target price on Johnson & Johnson in a report on Monday, August 3rd. Finally, Wall Street Zen cut Johnson & Johnson from a "buy" rating to a "hold" rating in a research note on Saturday, August 1st. One research analyst has rated the stock with a Strong Buy rating, eighteen have assigned a Buy rating and six have assigned a Hold rating to the company. Based on data from MarketBeat.com, Johnson & Johnson presently has a consensus rating of "Moderate Buy" and a consensus target price of $268.22.

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.

Want to see what other hedge funds are holding JNJ? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for Johnson & Johnson (NYSE:JNJ - Free Report).

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.

Continue following MarketBeat

Add MarketBeat as your preferred source on Google to see our latest stories in your feed.

Add As Preferred Source