Johnson & Johnson $JNJ Shares Bought by Crew Capital Management Ltd

Key Points

• Crew Capital Management increased its Johnson & Johnson stake by 67.2% in the second quarter, bringing its holdings to 9,271 shares valued at approximately $2.36 million. Institutional investors collectively own 69.55% of J&J.
• Analysts remain broadly positive, with a “Moderate Buy” consensus rating and an average price target of $268.22. J&J’s latest results exceeded expectations, including $2.90 adjusted EPS, $25.31 billion in revenue, and 6.6% year-over-year revenue growth.
• Recent business developments include FDA clearance for an AI-enabled MONARCH QUEST 3 robotic bronchoscopy update and European approval of TECVAYLI with daratumumab for multiple myeloma. However, insiders sold 63,972 shares in the past 90 days, while patent expirations remain a longer-term risk.

Crew Capital Management Ltd raised its holdings in Johnson & Johnson (NYSE:JNJ - Free Report) by 67.2% in the second quarter, according to the company in its most recent disclosure with the SEC. The fund owned 9,271 shares of the company's stock after buying an additional 3,727 shares during the quarter. Johnson & Johnson comprises 1.3% of Crew Capital Management Ltd's holdings, making the stock its 15th largest position. Crew Capital Management Ltd's holdings in Johnson & Johnson were worth $2,355,000 as of its most recent SEC filing.

Several other institutional investors have also added to or reduced their stakes in the business. Blueline Advisors LLC purchased a new position in shares of Johnson & Johnson in the 4th quarter valued at approximately $25,000. Cresta Advisors Ltd. purchased a new stake in Johnson & Johnson during the 4th quarter worth approximately $26,000. DecisionPoint Financial LLC grew its position in Johnson & Johnson by 104.2% during the 4th quarter. DecisionPoint Financial LLC now owns 147 shares of the company's stock worth $30,000 after purchasing an additional 75 shares during the last quarter. Bay Harbor Wealth Management LLC increased its stake in Johnson & Johnson by 49.0% during the 4th 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 in the last quarter. Finally, Semmax Financial Advisors Inc. raised its holdings in shares of Johnson & Johnson by 55.0% in the second quarter. Semmax Financial Advisors Inc. now owns 203 shares of the company's stock worth $31,000 after buying an additional 72 shares during the last quarter. Institutional investors and hedge funds own 69.55% of the company's stock.

Insider Buying and Selling

In other news, EVP Jennifer L. Taubert sold 15,000 shares of Johnson & Johnson stock in a transaction that occurred on Monday, August 17th. The shares were sold at an average price of $263.36, for a total transaction of $3,950,400.00. Following the completion of the transaction, the executive vice president directly 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 transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available through the SEC website. Also, EVP Elizabeth Forminard sold 15,918 shares of the company's 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 transaction, the executive vice president owned 16,994 shares of the company's stock, valued at approximately $4,367,458. This trade represents a 48.37% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders have sold a total of 63,972 shares of company stock valued at $16,245,605 in the last ninety days. Insiders own 0.16% of the company's stock.

Analyst Upgrades and Downgrades

Several equities research analysts have recently commented on JNJ shares. Guggenheim lifted their price objective on shares of Johnson & Johnson from $270.00 to $287.00 and gave the stock a "buy" rating in a research note on Thursday, August 6th. Morgan Stanley upped their target price on Johnson & Johnson from $284.00 to $294.00 and gave the company an "overweight" rating in a research report on Thursday, July 16th. Argus set a $300.00 price target on Johnson & Johnson in a research report on Wednesday, July 29th. Raymond James Financial set a $280.00 price target on Johnson & Johnson in a research note on Monday, August 3rd. Finally, Johnson Rice reissued a "buy" rating on shares of Johnson & Johnson in a report on Monday, August 3rd. One equities research analyst has rated the stock with a Strong Buy rating, eighteen have assigned a Buy rating and six have given a Hold rating to the stock. According to data from MarketBeat.com, the stock has an average rating of "Moderate Buy" and a consensus price target of $268.22.

Johnson & Johnson News Roundup

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 Up 0.2%

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

Johnson & Johnson (NYSE:JNJ - Get Free Report) last posted its quarterly earnings results on Wednesday, July 15th. The company reported $2.90 EPS for the quarter, beating the consensus estimate 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% on a year-over-year basis. During the same period in the prior year, the company earned $2.77 earnings per share. Johnson & Johnson has set its FY 2026 guidance at 11.600-11.750 EPS. As a group, equities research analysts anticipate that Johnson & Johnson will post 11.61 EPS for the current year.

Johnson & Johnson Announces Dividend

The business also recently announced a quarterly dividend, which will be paid on Tuesday, September 8th. Investors of record on Tuesday, August 25th will be issued a dividend of $1.34 per share. This represents a $5.36 annualized dividend and a yield of 2.0%. The ex-dividend date of this dividend is Tuesday, August 25th. Johnson & Johnson's dividend payout ratio (DPR) is 62.11%.

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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