Gateway Wealth Partners LLC Cuts Stake in Johnson & Johnson $JNJ

Key Points

• Gateway Wealth Partners cut its Johnson & Johnson stake by 31.6% in the second quarter, selling 5,114 shares and retaining 11,060 shares valued at $2.81 million. Institutional investors collectively own 69.55% of J&J’s stock.
• Johnson & Johnson recently exceeded quarterly earnings and revenue expectations, reporting $2.90 in EPS and $25.31 billion in revenue, up 6.6% year over year. The company maintained its 2026 earnings guidance of $11.60–$11.75 per share.
• The company declared a quarterly dividend of $1.34 per share, equivalent to a 2.0% annualized yield. Analysts maintain a “Moderate Buy” consensus rating with an average price target of $268.22, while patent expirations remain a longer-term risk.

Gateway Wealth Partners LLC lessened its stake in Johnson & Johnson (NYSE:JNJ - Free Report) by 31.6% during the 2nd quarter, according to its most recent disclosure with the SEC. The institutional investor owned 11,060 shares of the company's stock after selling 5,114 shares during the quarter. Gateway Wealth Partners LLC's holdings in Johnson & Johnson were worth $2,809,000 at the end of the most recent reporting period.

Other institutional investors also recently bought and sold shares of the company. Auto Owners Insurance Co increased its holdings in shares of Johnson & Johnson by 22,225.6% in the fourth quarter. Auto Owners Insurance Co now owns 69,419,308 shares of the company's stock worth $1,436,633,000 after purchasing an additional 69,108,368 shares during the last quarter. Norges Bank purchased a new position in Johnson & Johnson during the 4th quarter valued at approximately $6,924,523,000. Capital World Investors bought a new stake in Johnson & Johnson in the 4th quarter worth approximately $2,005,942,000. Diamant Asset Management Inc. boosted its position in shares of Johnson & Johnson by 24,436.5% during the 1st quarter. Diamant Asset Management Inc. now owns 4,473,008 shares of the company's stock valued at $109,338,000 after acquiring an additional 4,454,778 shares during the last quarter. Finally, Vanguard Group Inc. grew its holdings in shares of Johnson & Johnson by 1.6% in the fourth quarter. Vanguard Group Inc. now owns 240,349,660 shares of the company's stock valued at $49,740,362,000 after purchasing an additional 3,731,074 shares in the last quarter. 69.55% of the stock is owned by hedge funds and other institutional investors.

Johnson & Johnson Trading Up 0.2%

NYSE JNJ opened at $270.69 on Monday. Johnson & Johnson has a one year low of $173.33 and a one year high of $276.47. 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 $652.34 billion, a price-to-earnings ratio of 31.37, a price-to-earnings-growth ratio of 2.58 and a beta of 0.24. The company's 50-day simple moving average is $255.08 and its two-hundred day simple moving average is $242.80.

Johnson & Johnson (NYSE:JNJ - Get Free Report) last issued its quarterly earnings data on Wednesday, July 15th. The company reported $2.90 earnings per share for the quarter, topping analysts' consensus estimates of $2.84 by $0.06. Johnson & Johnson had a return on equity of 32.42% and a net margin of 21.48%.The firm had revenue of $25.31 billion during the quarter, compared to analysts' expectations of $25.06 billion. During the same period in the prior year, the business posted $2.77 EPS. The firm'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. Equities analysts forecast that Johnson & Johnson will post 11.61 EPS for the current fiscal year.

Johnson & Johnson Announces Dividend

The business also recently disclosed 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 2.0%. Johnson & Johnson's payout ratio is 62.11%.

Trending Headlines about Johnson & Johnson

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

• Positive Sentiment: The FDA granted 510(k) clearance for the MONARCH QUEST 3 robotic bronchoscopy update. The system adds artificial-intelligence-powered planning, navigation and imaging capabilities, strengthening J&J’s position in the expanding robotic-assisted medical-procedure market. Johnson & Johnson Wins FDA 510(k) Clearance for MONARCH QUEST 3 Update
• Positive Sentiment: The European Commission approved TECVAYLI combined with daratumumab for relapsed or refractory multiple myeloma. The decision was supported by Phase 3 results showing statistically significant progression-free and overall-survival improvements versus standard treatments, potentially expanding sales of J&J’s oncology portfolio. European Commission approves Johnson & Johnson’s TECVAYLI plus daratumumab
• Positive Sentiment: Analysts continue to favor J&J as a dividend-focused healthcare investment, citing its diversified operations and pipeline strength. Recent quarterly results also showed adjusted earnings and revenue ahead of consensus, with revenue up 6.6% year over year and full-year 2026 earnings guidance maintained at $11.60–$11.75 per share. Merck vs. J&J: Which Healthcare Giant Should Investors Choose?
• Neutral Sentiment: J&J’s potential interest in Seaport Therapeutics highlights continued investor focus on neuroscience and business-development opportunities, but no transaction has been announced. Why Bristol Myers, Johnson & Johnson and More Are Watching Seaport After IPO
• Negative Sentiment: Patent-protection losses remain a longer-term risk for several established drugs, although new medicines and recent approvals could help offset declining legacy-product sales. Johnson & Johnson Just Sent Shareholders an Important Message About Its Future

Insider Transactions at Johnson & Johnson

In other Johnson & Johnson news, EVP Elizabeth Forminard sold 15,918 shares of Johnson & Johnson stock in a transaction dated 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 sale, the executive vice president owned 16,994 shares of the company's stock, valued at approximately $4,367,458. The trade was a 48.37% decrease in their position. The sale was disclosed in a legal filing with the SEC, which can be accessed through this link. Also, EVP Kathryn E. Wengel sold 10,000 shares of the stock in a transaction dated Thursday, June 11th. The shares were sold at an average price of $241.15, for a total value of $2,411,500.00. Following the completion of the transaction, 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 disclosure for this sale is available in the SEC filing. Over the last 90 days, insiders have sold 63,972 shares of company stock worth $16,245,605. Insiders own 0.16% of the company's stock.

Analyst Ratings Changes

JNJ has been the subject of a number of analyst reports. Leerink Partners raised shares of Johnson & Johnson from a "market perform" rating to an "outperform" rating and set a $265.00 price target for the company in a report on Wednesday, May 13th. Stifel Nicolaus set a $260.00 price objective on Johnson & Johnson in a research note on Wednesday, July 15th. Wall Street Zen cut Johnson & Johnson from a "buy" rating to a "hold" rating in a report on Saturday, August 1st. Johnson Rice restated a "buy" rating on shares of Johnson & Johnson in a research report on Monday, August 3rd. Finally, TD Cowen boosted their price objective on shares of Johnson & Johnson from $250.00 to $300.00 and gave the company a "buy" rating in a research report on Monday, July 13th. One equities 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 company's stock. According to data from MarketBeat.com, the stock 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.

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