Johnson & Johnson $JNJ Shares Bought by Integrated Wealth Concepts LLC

Key Points

• Integrated Wealth Concepts increased its Johnson & Johnson stake by 20.9% in the second quarter, purchasing 24,787 additional shares and bringing its holdings to 143,254 shares worth approximately $36.4 million. Institutional investors collectively own 69.55% of J&J.
• Analysts maintain a positive outlook, with J&J holding a consensus “Moderate Buy” rating and an average price target of $274.13. The company recently exceeded quarterly earnings and revenue expectations, while offering a 2.0% dividend yield.
• Insiders have been selling shares: executives sold 87,569 shares worth about $23.1 million over the past 90 days, with no purchases reported in the article. Meanwhile, J&J’s shares opened at $267.35, near their 52-week high of $281.07.

Integrated Wealth Concepts LLC raised its stake in Johnson & Johnson (NYSE:JNJ - Free Report) by 20.9% in the second quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The institutional investor owned 143,254 shares of the company's stock after buying an additional 24,787 shares during the period. Integrated Wealth Concepts LLC's holdings in Johnson & Johnson were worth $36,382,000 at the end of the most recent reporting period.

Other institutional investors have also modified their holdings of the company. Community Bank N.A. raised its holdings in Johnson & Johnson by 1.5% during the second quarter. Community Bank N.A. now owns 47,062 shares of the company's stock worth $11,952,000 after purchasing an additional 697 shares during the last quarter. RFG Advisory LLC grew its holdings in Johnson & Johnson by 12.7% in the second quarter. RFG Advisory LLC now owns 22,980 shares of the company's stock valued at $5,836,000 after purchasing an additional 2,582 shares during the last quarter. NewEdge Advisors LLC grew its holdings in Johnson & Johnson by 3.4% in the second quarter. NewEdge Advisors LLC now owns 917,872 shares of the company's stock valued at $233,112,000 after purchasing an additional 29,839 shares during the last quarter. Pointe Capital Management LLC increased its position in shares of Johnson & Johnson by 4.6% in the second quarter. Pointe Capital Management LLC now owns 1,024 shares of the company's stock valued at $260,000 after buying an additional 45 shares in the last quarter. Finally, IFP Advisors Inc raised its stake in shares of Johnson & Johnson by 8.8% during the 2nd quarter. IFP Advisors Inc now owns 38,760 shares of the company's stock worth $9,844,000 after buying an additional 3,133 shares during the last quarter. Hedge funds and other institutional investors own 69.55% of the company's stock.

Wall Street Analyst Weigh In

A number of equities research analysts recently commented on JNJ shares. Citigroup increased their price objective on shares of Johnson & Johnson from $285.00 to $298.00 and gave the company a "buy" rating in a research note on Wednesday, July 8th. Morgan Stanley lifted their target price on shares of Johnson & Johnson from $284.00 to $294.00 and gave the stock an "overweight" rating in a research report on Thursday, July 16th. Raymond James Financial set a $280.00 price target on shares of Johnson & Johnson in a report on Monday, August 3rd. Argus set a $300.00 price target on shares of Johnson & Johnson in a research report on Wednesday, July 29th. Finally, Bank of America raised their price objective on shares of Johnson & Johnson from $254.00 to $263.00 and gave the stock a "neutral" rating in a research note on Friday, July 10th. One investment 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. According to MarketBeat, Johnson & Johnson presently has a consensus rating of "Moderate Buy" and an average price target of $274.13.

Insider Activity at Johnson & Johnson

In related news, EVP Timothy Schmid sold 33,597 shares of the business's stock in a transaction that occurred on Wednesday, September 2nd. The shares were sold at an average price of $274.74, for a total value of $9,230,439.78. Following the completion of the sale, the executive vice president directly owned 25,447 shares in the company, valued at approximately $6,991,308.78. The trade was a 56.90% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through the SEC website. Also, EVP Elizabeth Forminard sold 15,918 shares of the stock in a transaction that occurred on 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 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 position. The SEC filing for this sale provides additional information. Insiders have sold a total of 87,569 shares of company stock valued at $23,064,544 in the last ninety days. 0.16% of the stock is owned by company insiders.

Johnson & Johnson Price Performance

Shares of NYSE:JNJ opened at $267.35 on Thursday. The company has a market cap of $644.28 billion, a P/E ratio of 30.98, a P/E/G ratio of 2.55 and a beta of 0.24. The business has a fifty day simple moving average of $263.25 and a 200-day simple moving average of $246.40. Johnson & Johnson has a 52 week low of $173.33 and a 52 week high of $281.07. 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 released its earnings results on Wednesday, July 15th. The company reported $2.90 earnings per share 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 for the quarter, compared to the consensus estimate of $25.06 billion. During the same period in the prior year, the business posted $2.77 earnings per share. The firm's revenue for the quarter was up 6.6% compared to the same quarter last year. Johnson & Johnson has set its FY 2026 guidance at 11.600-11.750 EPS. Equities research analysts forecast that Johnson & Johnson will post 11.61 EPS for the current year.

Johnson & Johnson Announces Dividend

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

More Johnson & Johnson News

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

• Positive Sentiment: Promising lung-cancer results strengthen J&J’s growth outlook. New Phase 2b and Phase 3 data showed that RYBREVANT-based combinations for EGFR-mutated non-small-cell lung cancer delivered improved tolerability, fewer treatment-related adverse events and longer reported overall survival. The results could support adoption of RYBREVANT and LAZCLUZE in first-line treatment. Johnson & Johnson Reports Stronger Survival Data in EGFR-Mutated Lung Cancer
• Positive Sentiment: Underlying business momentum remains resilient despite STELARA pressure. Management said sales increased 5.6% excluding the roughly 460-basis-point drag from STELARA, encouraging investors to focus on growth from the broader pharmaceutical and MedTech portfolios. The company previously reported quarterly revenue of $25.31 billion, up 6.6% year over year, and adjusted EPS above consensus. Should You Judge JNJ Stock Without STELARA?
• Positive Sentiment: Potential value creation from a DePuy Synthes sale is attracting investor interest. Apollo Global Management is reportedly considering acquiring J&J’s orthopedics business for close to $20 billion. A transaction could unlock value, sharpen J&J’s portfolio focus and provide capital for acquisitions or shareholder returns, although no deal has been announced. Apollo and J&J Face a High-Stakes Orthopedics Deal
• Neutral Sentiment: J&J remains viewed as a defensive, dividend-oriented healthcare holding. Its roughly 2% yield, recent outperformance and FY 2026 EPS guidance of $11.60–$11.75 support the investment case, but a valuation near 31 times earnings leaves less room for execution disappointments.
• Negative Sentiment: A partnered depression drug failed a key Phase 2 endpoint. Contineum Therapeutics said the MOONLIGHT-1 trial of JNJ-5120/PIPE-307 did not meet its primary efficacy goal in major depressive disorder. J&J is reviewing additional data, but the setback weakens the near-term pipeline contribution from the program. Johnson & Johnson-Partnered Contineum Depression Drug Fails Mid-Stage Trial
• Negative Sentiment: Reported insider activity shows executives have sold shares without any purchases during the past six months, a potentially cautionary sentiment signal, though such transactions may reflect diversification or scheduled sales rather than a fundamental view of JNJ.

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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