Johnson & Johnson $JNJ Shares Purchased by AMG National Trust Bank

AMG National Trust Bank boosted its holdings in Johnson & Johnson (NYSE:JNJ - Free Report) by 19.1% during the first quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 84,818 shares of the company's stock after acquiring an additional 13,603 shares during the period. AMG National Trust Bank's holdings in Johnson & Johnson were worth $20,732,000 at the end of the most recent quarter.

Other hedge funds and other institutional investors also recently modified their holdings of the company. Greenberg Financial Group bought a new position in shares of Johnson & Johnson in the fourth quarter valued at approximately $954,000. World Investment Advisors grew its holdings in shares of Johnson & Johnson by 19.6% in the 4th quarter. World Investment Advisors now owns 161,343 shares of the company's stock worth $33,390,000 after acquiring an additional 26,450 shares during the last quarter. Coldstream Capital Management Inc. lifted its stake in Johnson & Johnson by 9.8% during the third quarter. Coldstream Capital Management Inc. now owns 95,662 shares of the company's stock valued at $17,738,000 after buying an additional 8,533 shares in the last quarter. Benchmark Financial LLC purchased a new stake in shares of Johnson & Johnson in the 4th quarter valued at approximately $554,000. Finally, Sagespring Wealth Partners LLC lifted its holdings in shares of Johnson & Johnson by 6.2% in the fourth quarter. Sagespring Wealth Partners LLC now owns 45,222 shares of the company's stock valued at $9,359,000 after purchasing an additional 2,660 shares in the last quarter. Institutional investors and hedge funds own 69.55% of the company's stock.

Johnson & Johnson Stock Performance

NYSE:JNJ opened at $247.55 on Thursday. The firm has a 50 day moving average of $238.64 and a 200-day moving average of $234.20. The company has a current ratio of 1.03, a quick ratio of 0.77 and a debt-to-equity ratio of 0.46. Johnson & Johnson has a 1 year low of $159.80 and a 1 year high of $269.43. The stock has a market capitalization of $595.90 billion, a P/E ratio of 28.62, a price-to-earnings-growth ratio of 2.42 and a beta of 0.24.

Johnson & Johnson (NYSE:JNJ - Get Free Report) last announced its 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. Johnson & Johnson had a return on equity of 32.60% and a net margin of 21.83%.The company had revenue of $25.31 billion for the quarter, compared to analysts' expectations of $25.02 billion. During the same quarter in the prior year, the business earned $2.77 earnings per share. 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. As a group, sell-side analysts anticipate that Johnson & Johnson will post 11.58 EPS for the current fiscal year.

Johnson & Johnson Dividend Announcement

The company also recently disclosed a quarterly dividend, which will be paid on Tuesday, September 8th. Shareholders of record on Tuesday, August 25th will be issued a dividend of $1.34 per share. The ex-dividend date of this dividend is Tuesday, August 25th. This represents a $5.36 annualized dividend and a yield of 2.2%. Johnson & Johnson's dividend payout ratio is currently 61.97%.

Insider Activity

In related news, EVP Kathryn E. Wengel sold 10,000 shares of the firm's stock in a transaction dated Thursday, June 11th. The stock was sold at an average price of $241.15, for a total value of $2,411,500.00. Following the transaction, the executive vice president owned 114,288 shares in the company, valued at $27,560,551.20. This trade represents a 8.05% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available at the SEC website. 0.16% of the stock is owned by company insiders.

Key Johnson & Johnson News

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

• Positive Sentiment: JNJ beat Q2 estimates, with EPS of $2.90 and revenue of $25.31 billion, helped by strong pharmaceutical growth from Darzalex, Tremfya and Spravato. Reuters article
• Positive Sentiment: The company raised FY 2026 guidance to EPS of $11.60-$11.75 and revenue of about $100.8 billion-$101.4 billion, signaling management confidence in continued growth. Business Wire article
• Positive Sentiment: Jefferies highlighted Spravato’s strong sales growth as a positive read-through for the broader psychedelic/depression-treatment market, reinforcing the value of J&J’s innovative medicines franchise. Proactive Investors article
• Positive Sentiment: Unusual options activity leaned bullish, with traders buying more JNJ call options than usual, suggesting some expectations for upside after earnings.
• Neutral Sentiment: Johnson & Johnson declared a quarterly dividend of $1.34 per share, underscoring its shareholder-return profile and dividend-king status.
• Neutral Sentiment: Stifel maintained a Hold rating with a $260 price target, reflecting a balanced view after the earnings report. TipRanks article
• Negative Sentiment: Despite the beat-and-raise quarter, the stock slipped because investors appeared underwhelmed relative to elevated expectations and are still weighing MedTech softness and talc-related legal risk. MarketBeat article

Analyst Ratings Changes

A number of research firms have recently issued reports on JNJ. Guggenheim increased their price target on shares of Johnson & Johnson from $266.00 to $270.00 and gave the stock a "buy" rating in a research report on Friday, June 26th. Raymond James Financial upped their price target on Johnson & Johnson from $237.00 to $258.00 and gave the stock an "outperform" rating in a research note on Wednesday, April 15th. HSBC set a $290.00 target price on shares of Johnson & Johnson and gave the company a "buy" rating in a research note on Monday, July 6th. Royal Bank Of Canada lifted their price target on Johnson & Johnson from $265.00 to $287.00 and gave the stock an "outperform" rating in a research report on Monday. Finally, Bank of America upped their price objective on shares of Johnson & Johnson from $254.00 to $263.00 and gave the company a "neutral" rating in a research report on Friday, July 10th. Twenty research analysts have rated the stock with a Buy rating and seven have given a Hold rating to the stock. According to data from MarketBeat, the company presently has an average rating of "Moderate Buy" and an average price target of $261.70.

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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