Johnson & Johnson $JNJ Shares Bought by Commonwealth Retirement Investments LLC

Key Points

• Commonwealth Retirement Investments LLC increased its Johnson & Johnson stake by 27.1% in the second quarter, bringing its holdings to 51,914 shares worth approximately $13.2 million. J&J is now the fund’s third-largest holding, while institutional investors collectively own 69.55% of the stock.
• Johnson & Johnson reported quarterly revenue of $25.31 billion, up 6.6% year over year, and adjusted EPS of $2.90, exceeding analyst expectations. The company maintained its fiscal 2026 EPS guidance of $11.60–$11.75.
• Recent FDA and European approvals expanded J&J’s medical-device and oncology opportunities, while the company declared a quarterly dividend of $1.34, equivalent to a 2.0% annual yield. Analysts maintain a generally positive outlook, though patent expirations and recent insider selling remain risks.

Commonwealth Retirement Investments LLC grew its stake in shares of Johnson & Johnson (NYSE:JNJ - Free Report) by 27.1% in the 2nd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 51,914 shares of the company's stock after purchasing an additional 11,081 shares during the quarter. Johnson & Johnson makes up 3.6% of Commonwealth Retirement Investments LLC's portfolio, making the stock its 3rd largest holding. Commonwealth Retirement Investments LLC's holdings in Johnson & Johnson were worth $13,185,000 as of its most recent filing with the Securities and Exchange Commission.

Several other hedge funds have also made changes to their positions in the stock. Blueline Advisors LLC bought a new stake in Johnson & Johnson in the 4th quarter valued at about $25,000. Cresta Advisors Ltd. bought a new position in Johnson & Johnson in the 4th quarter worth about $26,000. DecisionPoint Financial LLC increased its stake in shares of Johnson & Johnson by 104.2% in the fourth quarter. DecisionPoint Financial LLC now owns 147 shares of the company's stock valued at $30,000 after purchasing an additional 75 shares during the period. Bay Harbor Wealth Management LLC increased its stake in shares of Johnson & Johnson by 49.0% in the fourth quarter. Bay Harbor Wealth Management LLC now owns 149 shares of the company's stock valued at $31,000 after purchasing an additional 49 shares during the period. Finally, Matrix Trust Co raised its holdings in shares of Johnson & Johnson by 56.2% during the second quarter. Matrix Trust Co now owns 150 shares of the company's stock valued at $38,000 after buying an additional 54 shares during the last quarter. Institutional investors own 69.55% of the company's stock.

Key Headlines Impacting 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

Johnson & Johnson Stock Performance

Shares of JNJ stock opened at $270.69 on Monday. The company has a market capitalization of $652.34 billion, a price-to-earnings ratio of 31.37, a P/E/G ratio of 2.58 and a beta of 0.24. Johnson & Johnson has a 1-year low of $173.33 and a 1-year high of $276.47. The company has a current ratio of 1.09, a quick ratio of 0.81 and a debt-to-equity ratio of 0.44. The stock's fifty day simple moving average is $255.08 and its 200-day simple moving average is $242.80.

Johnson & Johnson (NYSE:JNJ - Get Free Report) last announced its quarterly earnings data on Wednesday, July 15th. The company reported $2.90 earnings per share (EPS) for the quarter, topping the consensus estimate 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 the consensus estimate of $25.06 billion. During the same period in the prior year, the business earned $2.77 EPS. The business's revenue for the quarter 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 predict that Johnson & Johnson will post 11.61 earnings per share for the current fiscal year.

Johnson & Johnson Announces Dividend

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. This represents a $5.36 dividend on an annualized basis and a dividend yield of 2.0%. The ex-dividend date of this dividend is Tuesday, August 25th. Johnson & Johnson's dividend payout ratio is 62.11%.

Insider Activity at Johnson & Johnson

In other Johnson & Johnson news, EVP Elizabeth Forminard sold 15,918 shares of the 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 completion of the sale, the executive vice president owned 16,994 shares in the company, valued at $4,367,458. This represents a 48.37% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available through this hyperlink. Also, 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 sale, the executive vice president directly owned 114,288 shares of the company's stock, valued at $27,560,551.20. This trade represents a 8.05% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. In the last three months, insiders have sold 63,972 shares of company stock valued at $16,245,605. 0.16% of the stock is owned by company insiders.

Wall Street Analysts Forecast Growth

A number of research analysts have issued reports on JNJ shares. Freedom Capital upgraded Johnson & Johnson from a "hold" rating to a "strong-buy" rating in a research report on Thursday, July 16th. Argus set a $300.00 price target on Johnson & Johnson in a report on Wednesday, July 29th. HSBC set a $290.00 price objective on shares of Johnson & Johnson and gave the company a "buy" rating in a research note on Monday, July 6th. Citigroup upped their price objective on shares of Johnson & Johnson from $285.00 to $298.00 and gave the stock a "buy" rating in a report on Wednesday, July 8th. Finally, Royal Bank Of Canada raised their target price on shares of Johnson & Johnson from $265.00 to $287.00 and gave the company an "outperform" rating in a research note 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. Based on data from MarketBeat.com, Johnson & Johnson has a consensus rating of "Moderate Buy" and an average 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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