Fayez Sarofim & Co Has $174.87 Million Stake in Johnson & Johnson $JNJ

Key Points

• Fayez Sarofim & Co. increased its Johnson & Johnson stake by 5.7% in the second quarter, bringing its holdings to 688,542 shares valued at approximately $174.87 million. Institutional investors collectively own 69.55% of JNJ.
• Johnson & Johnson reported quarterly EPS of $2.90 and revenue of $25.31 billion, exceeding analyst estimates, while revenue rose 6.6% year over year. The company reaffirmed fiscal 2026 EPS guidance of $11.60–$11.75 and declared a quarterly dividend of $1.34 per share.
• Although analyst sentiment remains moderately bullish, valuation and legal risks are concerns after the stock’s roughly 60% one-year gain. Talc litigation remains unresolved, an analyst lowered the 2026 EPS forecast, and insiders have sold nearly $25.5 million of shares over the past three months.

Fayez Sarofim & Co increased its holdings in shares of Johnson & Johnson (NYSE:JNJ - Free Report) by 5.7% during the second quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 688,542 shares of the company's stock after acquiring an additional 37,213 shares during the period. Fayez Sarofim & Co's holdings in Johnson & Johnson were worth $174,869,000 at the end of the most recent quarter.

Several other institutional investors have also recently bought and sold shares of the business. Blueline Advisors LLC acquired a new stake in shares of Johnson & Johnson in the fourth quarter valued at $25,000. Matrix Trust Co raised its position in Johnson & Johnson by 56.2% in the 2nd quarter. Matrix Trust Co now owns 150 shares of the company's stock worth $38,000 after purchasing an additional 54 shares during the last quarter. E Fund Management Hong Kong Co. Ltd. boosted its position in Johnson & Johnson by 946.7% in the 4th quarter. E Fund Management Hong Kong Co. Ltd. now owns 157 shares of the company's stock valued at $32,000 after buying an additional 142 shares during the last quarter. MidAtlantic Capital Management Inc. acquired a new stake in Johnson & Johnson in the fourth quarter worth about $37,000. Finally, Semmax Financial Advisors Inc. raised 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 worth $31,000 after buying an additional 72 shares during the last quarter. Institutional investors own 69.55% of the company's stock.

Johnson & Johnson News Roundup

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

• Positive Sentiment: Analyst sentiment remains supportive. JNJ received an upgrade that helped it reach a new 12-month high, while the broader analyst view is rated “Moderate Buy.” UBS also began coverage, potentially increasing institutional attention. Johnson & Johnson Reaches New 12-Month High Following Analyst Upgrade Johnson & Johnson Receives Average Rating of Moderate Buy
• Positive Sentiment: Johnson & Johnson’s 64-year record of dividend growth remains a key support for income-oriented investors. Strong profitability and the company’s diversified healthcare portfolio help sustain the dividend despite competitive pressure on a major drug. Johnson & Johnson Is Boring Which Makes Its Dividend Nearly Perfect
• Neutral Sentiment: Management will discuss the business at the Deutsche Bank Healthcare Summit on September 17. The event could provide updates on pharmaceuticals, litigation and forward guidance, but it is not itself a change to earnings expectations. Johnson & Johnson to Participate in the Deutsche Bank 2026 Healthcare Summit
• Negative Sentiment: Profit-taking and valuation risk are elevated after JNJ gained about 60% over the past year versus roughly 21% for the S&P 500. Analysts question whether the current price already discounts growth above management’s near-term outlook. Was JNJ Stock Rally Actually Its Own? Is Johnson & Johnson Stock Priced For More Growth Than It Has Guided?
• Negative Sentiment: An executive vice president sold 33,597 shares worth approximately $9.2 million, reducing his holdings by 56.9%. The sale may reinforce short-term concerns about insider conviction, although it does not change JNJ’s fundamentals. SEC insider transaction filing
• Negative Sentiment: An analyst lowered the FY2026 EPS forecast, adding pressure to expectations. Talc litigation also remains unresolved despite a proposed path toward settlement, while the Louisiana verdict continues to focus attention on legal liability and potential costs. Johnson & Johnson dividend and competition analysis

Johnson & Johnson Stock Performance

NYSE JNJ opened at $275.12 on Monday. The stock has a market cap of $663.01 billion, a PE ratio of 31.88, a P/E/G ratio of 2.63 and a beta of 0.24. 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 firm has a 50-day moving average of $261.98 and a 200-day moving average of $245.08. Johnson & Johnson has a 52-week low of $173.33 and a 52-week high of $281.07.

Johnson & Johnson (NYSE:JNJ - Get Free Report) last announced its quarterly earnings results on Wednesday, July 15th. The company reported $2.90 EPS for the quarter, beating analysts' consensus estimates 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 in the prior year, the business earned $2.77 EPS. Johnson & Johnson's quarterly revenue was up 6.6% on a year-over-year basis. Johnson & Johnson has set its FY 2026 guidance at 11.600-11.750 EPS. On average, sell-side analysts anticipate that Johnson & Johnson will post 11.61 EPS for the current year.

Johnson & Johnson Announces Dividend

The company also recently announced a quarterly dividend, which will be paid on Tuesday, September 8th. Stockholders of record on Tuesday, August 25th will be issued a dividend of $1.34 per share. The ex-dividend date of this dividend is Tuesday, August 25th. This represents a $5.36 dividend on an annualized basis and a dividend yield of 1.9%. Johnson & Johnson's dividend payout ratio (DPR) is currently 62.11%.

Insiders Place Their Bets

In related news, EVP Vanessa Broadhurst sold 23,054 shares of the firm's stock in a transaction dated Monday, July 20th. The shares were 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 approximately $5,779,963.81. This trade represents a 50.06% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available through the SEC website. Also, EVP Jennifer Taubert sold 15,000 shares of the firm's stock in a transaction that occurred on Monday, August 17th. The stock was sold at an average price of $263.36, for a total transaction of $3,950,400.00. Following the transaction, the executive vice president directly owned 194,451 shares in the company, valued at $51,210,615.36. This represents a 7.16% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders sold a total of 97,569 shares of company stock valued at $25,476,044 in the last three months. Insiders own 0.16% of the company's stock.

Analyst Ratings Changes

JNJ has been the subject of several recent research reports. Scotiabank reiterated an "outperform" rating and set a $305.00 target price on shares of Johnson & Johnson in a research report on Thursday, July 16th. Stifel Nicolaus set a $260.00 target price on Johnson & Johnson in a research note on Wednesday, July 15th. Weiss Ratings upgraded Johnson & Johnson from a "buy (b-)" rating to a "buy (b)" rating in a report on Friday, July 24th. Argus set a $300.00 price target on shares of Johnson & Johnson in a research note on Wednesday, July 29th. Finally, Royal Bank Of Canada lifted their target price on Johnson & Johnson from $265.00 to $287.00 and gave the company an "outperform" rating in a research report on Monday, July 13th. One research analyst has rated the stock with a Strong Buy rating, eighteen have issued a Buy rating and six have assigned a Hold rating to the stock. According to MarketBeat, the company presently has an average rating of "Moderate Buy" and an average price target of $272.83.

About Johnson & Johnson

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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