Johnson & Johnson $JNJ Shares Acquired by First National Bank of Omaha

Key Points

• First National Bank of Omaha increased its Johnson & Johnson stake by 4.5% in the second quarter, bringing its holdings to 120,243 shares worth approximately $30.9 million. Institutional investors collectively own 69.55% of J&J.
• Johnson & Johnson exceeded quarterly expectations with adjusted earnings of $2.90 per share and revenue of $25.31 billion, while revenue grew 6.6% year over year. The company reaffirmed fiscal 2026 EPS guidance of $11.60–$11.75.
• The company declared a quarterly dividend of $1.34, equivalent to an annualized $5.36 payout and a 2.0% yield. Analysts maintain a consensus “Moderate Buy” rating with an average price target of $268.22.

First National Bank of Omaha raised its stake in Johnson & Johnson (NYSE:JNJ - Free Report) by 4.5% in the second quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm owned 120,243 shares of the company's stock after acquiring an additional 5,213 shares during the period. Johnson & Johnson accounts for about 0.9% of First National Bank of Omaha's investment portfolio, making the stock its 20th biggest holding. First National Bank of Omaha's holdings in Johnson & Johnson were worth $30,899,000 as of its most recent filing with the Securities & Exchange Commission.

Other large investors have also modified their holdings of the company. Brighton Jones LLC raised its position in Johnson & Johnson by 13.9% in the fourth quarter. Brighton Jones LLC now owns 51,876 shares of the company's stock worth $7,502,000 after acquiring an additional 6,332 shares in the last quarter. United Bank grew its holdings in shares of Johnson & Johnson by 110.7% during the 1st quarter. United Bank now owns 9,279 shares of the company's stock valued at $1,539,000 after acquiring an additional 4,876 shares in the last quarter. Sivia Capital Partners LLC lifted its holdings in shares of Johnson & Johnson by 13.4% during the 2nd quarter. Sivia Capital Partners LLC now owns 5,863 shares of the company's stock valued at $896,000 after buying an additional 692 shares during the last quarter. Wealth Group Ltd. boosted its holdings in Johnson & Johnson by 12.8% in the second quarter. Wealth Group Ltd. now owns 1,482 shares of the company's stock worth $226,000 after purchasing an additional 168 shares in the last quarter. Finally, Schnieders Capital Management LLC. grew its holdings in Johnson & Johnson by 9.8% during the second quarter. Schnieders Capital Management LLC. now owns 73,680 shares of the company's stock valued at $11,255,000 after purchasing an additional 6,584 shares during the last quarter. Institutional investors and hedge funds own 69.55% of the company's stock.

Johnson & Johnson Price Performance

Johnson & Johnson stock opened at $268.30 on Monday. The company has a debt-to-equity ratio of 0.44, a quick ratio of 0.81 and a current ratio of 1.09. Johnson & Johnson has a 52-week low of $173.33 and a 52-week high of $276.47. The stock's 50 day moving average price is $258.88 and its two-hundred day moving average price is $243.98. The stock has a market capitalization of $646.58 billion, a price-to-earnings ratio of 31.09, a PEG ratio of 2.56 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 for the quarter, topping analysts' consensus estimates of $2.84 by $0.06. The company had revenue of $25.31 billion for the quarter, compared to analyst estimates of $25.06 billion. Johnson & Johnson had a net margin of 21.48% and a return on equity of 32.42%. The firm's revenue was up 6.6% compared to the same quarter last year. During the same quarter in the prior year, the business posted $2.77 EPS. Johnson & Johnson has set its FY 2026 guidance at 11.600-11.750 EPS. On average, equities analysts predict that Johnson & Johnson will post 11.61 earnings per share for the current year.

Johnson & Johnson Dividend Announcement

The business also recently declared a quarterly dividend, which will be paid on Tuesday, September 8th. Stockholders 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 annualized dividend and a dividend yield of 2.0%. Johnson & Johnson's payout ratio is 62.11%.

Johnson & Johnson News Summary

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

• Positive Sentiment: China approved J&J’s oral psoriasis pill, Icotyde, expanding the company’s immunology portfolio and giving it a simpler treatment option to compete with rival products from Bristol Myers Squibb and AbbVie. The pill could also broaden J&J’s presence in China, although it may compete with the company’s established injectable Tremfya franchise. China approves J&J's oral psoriasis pill
• Positive Sentiment: The FDA expanded approval of Imaavy for warm autoimmune hemolytic anemia in patients 12 and older who are receiving or have previously received steroids. As the first approved treatment for this rare, potentially life-threatening disorder, Imaavy addresses an unmet need and could support J&J’s rare-disease growth strategy. Imaavy expands into rare blood disorder
• Positive Sentiment: Recent analysis points to a favorable shift in J&J’s product mix, with newer products increasingly offsetting pressure from the STELARA patent loss. This supports the view that growth in the broader Innovative Medicine portfolio may be more important than the shrinking contribution from STELARA. Did a product swap fuel JNJ stock's surge?
• Positive Sentiment: Investors continue to view JNJ as a defensive dividend holding, supported by its balance sheet, diversified healthcare operations and ability to generate dependable returns through economic cycles. Johnson & Johnson is a top dividend stock

Wall Street Analysts Forecast Growth

JNJ has been the topic of several research reports. Bank of America boosted their price objective on shares of Johnson & Johnson from $254.00 to $263.00 and gave the stock a "neutral" rating in a report on Friday, July 10th. Argus set a $300.00 price target on shares of Johnson & Johnson in a research report on Wednesday, July 29th. The Goldman Sachs Group reiterated a "buy" rating and issued a $282.00 price target on shares of Johnson & Johnson in a report on Thursday, July 16th. HSBC set a $290.00 target price on Johnson & Johnson and gave the stock a "buy" rating in a research note on Monday, July 6th. Finally, Wall Street Zen downgraded shares of Johnson & Johnson from a "buy" rating to a "hold" rating in a report on Saturday, August 1st. One investment 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. According to MarketBeat.com, the stock currently has an average rating of "Moderate Buy" and a consensus price target of $268.22.

Insiders Place Their Bets

In related news, EVP Elizabeth Forminard sold 15,918 shares of the company's stock in a transaction that occurred on Thursday, August 6th. The shares were sold at an average price of $257.00, for a total value of $4,090,926.00. Following the transaction, the executive vice president directly owned 16,994 shares in the company, valued at approximately $4,367,458. This represents a 48.37% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through the SEC website. Also, EVP Jennifer L. Taubert sold 15,000 shares of the business'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 value of $3,950,400.00. Following the completion of the sale, the executive vice president owned 194,451 shares of the company's stock, valued at $51,210,615.36. The trade was a 7.16% decrease in their position. The SEC filing for this sale provides additional information. Insiders have sold 63,972 shares of company stock valued at $16,245,605 over the last 90 days. 0.16% of the stock is owned by insiders.

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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