Johnson & Johnson $JNJ Shares Acquired by Ameritas Advisory Services LLC

Key Points

• Ameritas Advisory Services more than doubled its Johnson & Johnson stake in the second quarter, acquiring 13,188 additional shares for a total holding of 25,667 shares valued at approximately $6.5 million. Institutional investors collectively own 69.55% of J&J.
• J&J reported quarterly revenue of $25.31 billion and adjusted EPS of $2.90, exceeding analyst estimates, while revenue rose 6.6% year over year. The company reaffirmed fiscal 2026 EPS guidance of $11.60–$11.75 and pays a $1.34 quarterly dividend, yielding about 2%.
• Investors are weighing potential strategic opportunities and risks, including reported talks to sell the DePuy Synthes orthopedics business for about $20 billion, strong RYBREVANT cancer-drug trial results, and a failed mid-stage depression-drug trial for partnered program PIPE-307.

Ameritas Advisory Services LLC lifted its holdings in shares of Johnson & Johnson (NYSE:JNJ - Free Report) by 105.7% in the second quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The fund owned 25,667 shares of the company's stock after buying an additional 13,188 shares during the period. Ameritas Advisory Services LLC's holdings in Johnson & Johnson were worth $6,519,000 at the end of the most recent reporting period.

Several other institutional investors and hedge funds have also recently bought and sold shares of JNJ. Outlook Capital Management LLC acquired a new stake in shares of Johnson & Johnson in the second quarter valued at approximately $28,000. Blueline Advisors LLC acquired a new stake in Johnson & Johnson in the 4th quarter valued at approximately $25,000. Matrix Trust Co raised its stake in Johnson & Johnson by 56.2% during the 2nd quarter. Matrix Trust Co now owns 150 shares of the company's stock valued at $38,000 after acquiring an additional 54 shares in the last quarter. Montgomery Financial Services LLC bought a new stake in Johnson & Johnson during the 2nd quarter valued at $43,000. Finally, MidAtlantic Capital Management Inc. acquired a new position in Johnson & Johnson during the 4th quarter worth $37,000. Institutional investors and hedge funds own 69.55% of the company's stock.

Key Stories Impacting Johnson & Johnson

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

• Positive Sentiment: J&J is reportedly in discussions with Apollo Global Management to sell its DePuy Synthes orthopedics business for approximately $20 billion. A transaction could unlock significant value, provide capital for debt reduction, buybacks or acquisitions, and sharpen the company’s focus on higher-growth businesses. However, DePuy Synthes generated $9.3 billion in sales last year, so investors will weigh proceeds against the loss of ongoing revenue. J&J in talks to sell DePuy Synthes to Apollo for $20 billion
• Positive Sentiment: Phase 3 PAPILLON results for RYBREVANT plus chemotherapy showed median overall survival of 34.3 months in patients with EGFR exon 20 insertion-positive non-small cell lung cancer. The durable benefit strengthens the commercial outlook for a key oncology product and supports J&J’s strategy of offsetting pressure from older medicines. RYBREVANT PAPILLON study results
• Positive Sentiment: Management is targeting double-digit growth despite anticipated biosimilar competition for STELARA, suggesting confidence in new product launches, oncology momentum and broader pharmaceutical diversification. Johnson & Johnson targets double-digit growth
• Neutral Sentiment: At the Morgan Stanley healthcare conference, J&J presented its business outlook and strategy; the available report provides no specific new guidance likely to materially change earnings expectations. Morgan Stanley healthcare conference transcript
• Negative Sentiment: Contineum Therapeutics said the mid-stage trial of JNJ-5120, or PIPE-307, failed to meet its primary objective in major depressive disorder. The failure removes or delays a potential pipeline opportunity, though the financial impact may be limited because the program is partnered. Contineum and J&J depression drug trial
• Negative Sentiment: J&J’s requirement that providers submit claims data to receive 340B discounts could generate pushback from hospitals and safety-net providers, increasing reputational, legal or policy risk around the company’s pricing practices. J&J 340B reporting requirement

Johnson & Johnson Trading Up 0.5%

Shares of JNJ stock opened at $266.81 on Tuesday. The stock has a 50-day simple moving average of $263.18 and a 200 day simple moving average of $246.08. Johnson & Johnson has a fifty-two week low of $173.33 and a fifty-two week high of $281.07. The stock has a market capitalization of $642.99 billion, a P/E ratio of 30.92, a P/E/G ratio of 2.54 and a beta of 0.24. The company has a quick ratio of 0.81, a current ratio of 1.09 and a debt-to-equity ratio of 0.44.

Johnson & Johnson (NYSE:JNJ - Get Free Report) last issued its quarterly earnings results on Wednesday, July 15th. The company reported $2.90 EPS for the quarter, topping the consensus estimate of $2.84 by $0.06. The firm had revenue of $25.31 billion for the quarter, compared to analysts' expectations of $25.06 billion. Johnson & Johnson had a net margin of 21.48% and a return on equity of 32.42%. Johnson & Johnson's revenue for the quarter was up 6.6% compared to the same quarter last year. During the same period in the previous year, the business earned $2.77 earnings per share. Johnson & Johnson has set its FY 2026 guidance at 11.600-11.750 EPS. On average, sell-side analysts expect that Johnson & Johnson will post 11.61 earnings per share for the current fiscal year.

Johnson & Johnson Dividend Announcement

The business also recently declared a quarterly dividend, which was paid on Tuesday, September 8th. Shareholders of record on Tuesday, August 25th were issued a $1.34 dividend. The ex-dividend date of this dividend was Tuesday, August 25th. This represents a $5.36 annualized dividend and a dividend yield of 2.0%. Johnson & Johnson's dividend payout ratio is currently 62.11%.

Insider Buying and Selling

In other news, EVP Timothy Schmid sold 33,597 shares of the business's stock in a transaction on Wednesday, September 2nd. The stock was sold at an average price of $274.74, for a total transaction of $9,230,439.78. Following the sale, the executive vice president directly owned 25,447 shares of the company's stock, valued at $6,991,308.78. The trade was a 56.90% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available at this link. Also, EVP Vanessa Broadhurst sold 23,054 shares of the stock in a transaction on Monday, July 20th. The shares were sold at an average price of $251.27, for a total value of $5,792,778.58. Following the completion of the transaction, the executive vice president owned 23,003 shares of the company's stock, valued at $5,779,963.81. This trade represents a 50.06% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders have sold a total of 87,569 shares of company stock worth $23,064,544 over the last quarter. 0.16% of the stock is currently owned by insiders.

Wall Street Analysts Forecast Growth

A number of research analysts have recently commented on JNJ shares. Johnson Rice reissued a "buy" rating on shares of Johnson & Johnson in a report on Monday, August 3rd. Royal Bank Of Canada upped their price objective on shares of Johnson & Johnson from $265.00 to $287.00 and gave the stock an "outperform" rating in a report on Monday, July 13th. Wells Fargo & Company increased their target price on shares of Johnson & Johnson from $272.00 to $282.00 and gave the company an "overweight" rating in a research report on Monday, August 3rd. Morgan Stanley raised their target price on shares of Johnson & Johnson from $284.00 to $294.00 and gave the company an "overweight" rating in a research note on Thursday, July 16th. Finally, Citigroup boosted their price target on shares of Johnson & Johnson from $285.00 to $298.00 and gave the stock a "buy" rating in a research report on Wednesday, July 8th. One equities research analyst has rated the stock with a Strong Buy rating, eighteen have issued a Buy rating and six have given a Hold rating to the company's stock. According to MarketBeat, Johnson & Johnson currently has a consensus rating of "Moderate Buy" and a consensus target price of $274.13.

Johnson & Johnson Company Profile

Johnson & Johnson NYSE: JNJ is a global healthcare company that develops, manufactures and markets pharmaceutical and medical device products. Founded in 1886 and headquartered in New Brunswick, New Jersey, the company serves patients, healthcare professionals and institutions in markets around the world.

Johnson & Johnson operates through two primary business segments: Innovative Medicine and MedTech. Innovative Medicine focuses on prescription treatments in areas including immunology, oncology, neuroscience, cardiovascular and metabolic disease, infectious diseases, and pulmonary hypertension.

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