Johnson & Johnson $JNJ Position Lowered by Commerzbank Aktiengesellschaft FI

Key Points

• Commerzbank Aktiengesellschaft FI cut its Johnson & Johnson stake by 33.1% in the first quarter, selling 294,084 shares and leaving it with 595,306 shares valued at about $145.5 million.
• Johnson & Johnson reported strong Q2 earnings, beating estimates with $2.90 EPS on $25.31 billion in revenue, while also raising its FY 2026 guidance to 11.60-11.75 EPS.
• The company announced a quarterly dividend of $1.34 per share, payable September 8 to shareholders of record on August 25, implying an annualized yield of about 2.1%.

Commerzbank Aktiengesellschaft FI decreased its stake in shares of Johnson & Johnson (NYSE:JNJ - Free Report) by 33.1% in the first quarter, according to the company in its most recent Form 13F filing with the SEC. The fund owned 595,306 shares of the company's stock after selling 294,084 shares during the quarter. Johnson & Johnson comprises about 3.0% of Commerzbank Aktiengesellschaft FI's portfolio, making the stock its 9th largest holding. Commerzbank Aktiengesellschaft FI's holdings in Johnson & Johnson were worth $145,517,000 as of its most recent filing with the SEC.

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

Insider Buying and Selling

In other Johnson & Johnson news, EVP Kathryn E. Wengel sold 10,000 shares of Johnson & Johnson stock in a transaction on Thursday, June 11th. The shares were sold at an average price of $241.15, for a total transaction of $2,411,500.00. Following the completion of the transaction, the executive vice president directly owned 114,288 shares of the company's stock, valued at $27,560,551.20. The trade was a 8.05% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available through this hyperlink. 0.16% of the stock is owned by insiders.

Johnson & Johnson Trading Up 0.7%

Shares of NYSE JNJ opened at $250.68 on Wednesday. Johnson & Johnson has a 1-year low of $164.23 and a 1-year high of $269.43. The company has a debt-to-equity ratio of 0.46, a current ratio of 1.03 and a quick ratio of 0.77. The business's 50 day moving average is $240.90 and its two-hundred day moving average is $235.42. The stock has a market capitalization of $603.44 billion, a P/E ratio of 29.05, a PEG ratio of 2.35 and a beta of 0.24.

Johnson & Johnson (NYSE:JNJ - Get Free Report) last posted its quarterly earnings data 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. The business had revenue of $25.31 billion during the quarter, compared to analyst estimates of $25.06 billion. Johnson & Johnson had a return on equity of 32.86% and a net margin of 21.48%.The company's revenue for the quarter was up 6.6% on a year-over-year basis. During the same period last year, the company earned $2.77 EPS. Johnson & Johnson has set its FY 2026 guidance at 11.600-11.750 EPS. As a group, research analysts expect that Johnson & Johnson will post 11.68 EPS for the current year.

Johnson & Johnson Dividend Announcement

The business also recently declared a quarterly dividend, which will be paid on Tuesday, September 8th. Investors of record on Tuesday, August 25th will be given a $1.34 dividend. 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 (DPR) is currently 62.11%.

More Johnson & Johnson News

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

• Positive Sentiment: Johnson & Johnson was highlighted as one of the best dividend aristocrat names for steady cash flow, reinforcing its appeal to income-focused investors. 3 ‘Strong Buy’ Dividend Aristocrat Stocks for Steady Cash Flow, 7/21/26
• Positive Sentiment: The company’s Q2 results were described as robust, with earnings and sales both beating estimates and management raising its 2026 outlook, which supports the bullish case for the stock. Should You Buy, Sell or Hold J&J's Stock Post a Robust Q2 Performance?
• Positive Sentiment: Johnson & Johnson was also noted as trading near 52-week highs while broader market attention has shifted away from AI names, suggesting investors are rotating into defensive large-cap healthcare stocks. 5 Stocks Quietly Trading Near All-Time Highs While Everyone Watches the AI Drama (JNJ)
• Neutral Sentiment: Another article compared JNJ with Abbott Laboratories, saying the two healthcare giants are moving in different strategic directions as J&J trims its portfolio while Abbott expands into cancer diagnostics. This is more of a strategy-watch item than an immediate catalyst. Johnson & Johnson vs Abbott Laboratories: Two Healthcare Giants on Opposite Trajectories
• Neutral Sentiment: DelveInsight noted that J&J’s Amivantamab is expected to help drive growth in the head and neck cancer market, underscoring pipeline potential, but the article focused on the broader market rather than a near-term company-specific event. Correction: Head and Neck Squamous Cell Carcinoma Market is Projected to Boost at a CAGR of 10.5% During the Forecast Period (2026–2036) Due to the Launch of Emerging Novel Immunotherapies | DelveInsight
• Negative Sentiment: One commentary on JNJ raised the familiar risks of patent losses and MedTech challenges, which could limit upside if pipeline execution slows or competition intensifies. Should You Buy, Sell or Hold J&J's Stock Post a Robust Q2 Performance?

Wall Street Analysts Forecast Growth

A number of research firms have issued reports on JNJ. Barclays lifted their price objective on Johnson & Johnson from $234.00 to $255.00 and gave the stock an "equal weight" rating in a research note on Wednesday, April 15th. Bank of America increased their target price on Johnson & Johnson from $254.00 to $263.00 and gave the company a "neutral" rating in a research report on Friday, July 10th. Stifel Nicolaus set a $260.00 target price on shares of Johnson & Johnson in a report on Wednesday, July 15th. Leerink Partners upgraded shares of Johnson & Johnson from a "market perform" rating to an "outperform" rating and set a $265.00 price target on the stock in a research report on Wednesday, May 13th. Finally, JPMorgan Chase & Co. upped their price target on shares of Johnson & Johnson from $250.00 to $260.00 and gave the company a "neutral" rating in a research note on Wednesday, April 15th. One analyst has rated the stock with a Strong Buy rating, nineteen have given a Buy rating and six have issued a Hold rating to the company. Based on data from MarketBeat.com, the stock currently has an average rating of "Moderate Buy" and a consensus price target of $265.30.

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.

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