Johnson & Johnson $JNJ Stock Position Boosted by Osprey Private Wealth LLC

Key Points

• Osprey Private Wealth increased its Johnson & Johnson position by 10.2% in the second quarter, bringing its holdings to 42,607 shares valued at approximately $10.8 million. Institutional investors collectively own 69.55% of J&J.
• J&J reported quarterly earnings of $2.90 per share and revenue of $25.31 billion, exceeding analyst estimates, while revenue rose 6.6% year over year. The company maintained its 2026 adjusted earnings guidance of $11.60–$11.75 per share.
• The company continues to receive positive analyst sentiment and recently announced a quarterly dividend of $1.34 per share, equivalent to a 2.0% annual yield. Growth catalysts include FDA clearance for its AI-enabled MONARCH QUEST 3 system and expanded European approval for TECVAYLI, while patent expirations remain a longer-term risk.

Osprey Private Wealth LLC boosted its holdings in Johnson & Johnson (NYSE:JNJ - Free Report) by 10.2% during the second quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The fund owned 42,607 shares of the company's stock after buying an additional 3,936 shares during the period. Johnson & Johnson accounts for approximately 2.8% of Osprey Private Wealth LLC's holdings, making the stock its 10th largest holding. Osprey Private Wealth LLC's holdings in Johnson & Johnson were worth $10,821,000 as of its most recent SEC filing.

Several other hedge funds and other institutional investors also recently added to or reduced their stakes in the business. Silver Coast Investments LLC boosted its position in shares of Johnson & Johnson by 3.8% in the second quarter. Silver Coast Investments LLC now owns 1,066 shares of the company's stock worth $271,000 after acquiring an additional 39 shares during the last quarter. Townsend Asset Management Corp NC ADV grew its holdings in Johnson & Johnson by 0.6% in the second quarter. Townsend Asset Management Corp NC ADV now owns 6,418 shares of the company's stock valued at $1,630,000 after purchasing an additional 39 shares during the period. Sierra Capital LLC increased its position in Johnson & Johnson by 0.5% during the fourth quarter. Sierra Capital LLC now owns 8,144 shares of the company's stock worth $1,685,000 after purchasing an additional 41 shares during the last quarter. Beaird Harris Wealth Management LLC raised its stake in Johnson & Johnson by 1.8% during the fourth quarter. Beaird Harris Wealth Management LLC now owns 2,422 shares of the company's stock worth $501,000 after purchasing an additional 42 shares during the period. Finally, Ballast Advisors LLC boosted its holdings in shares of Johnson & Johnson by 1.2% in the 1st quarter. Ballast Advisors LLC now owns 3,598 shares of the company's stock valued at $879,000 after purchasing an additional 42 shares during the last quarter. Hedge funds and other institutional investors own 69.55% of the company's stock.

Key Stories 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

Insider Buying and Selling

In related news, EVP Vanessa Broadhurst sold 23,054 shares of the firm's stock in a transaction dated Monday, July 20th. The stock was sold at an average price of $251.27, for a total transaction of $5,792,778.58. Following the sale, the executive vice president directly owned 23,003 shares in the company, valued at approximately $5,779,963.81. This trade represents a 50.06% decrease in their position. The sale was disclosed in a filing with the SEC, which can be accessed through this link. 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 transaction, the executive vice president directly owned 194,451 shares in the company, valued at $51,210,615.36. This trade represents a 7.16% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. In the last ninety days, insiders have sold 63,972 shares of company stock worth $16,245,605. Company insiders own 0.16% of the company's stock.

Johnson & Johnson Price Performance

Johnson & Johnson stock opened at $270.69 on Friday. The firm has a fifty day moving average of $255.08 and a 200-day moving average of $242.72. Johnson & Johnson has a 52-week low of $173.33 and a 52-week high of $276.47. The company has a quick ratio of 0.81, a current ratio of 1.09 and a debt-to-equity ratio of 0.44. 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 earnings results on Wednesday, July 15th. The company reported $2.90 earnings per share for the quarter, beating the consensus estimate of $2.84 by $0.06. Johnson & Johnson had a net margin of 21.48% and a return on equity of 32.42%. The business had revenue of $25.31 billion for the quarter, compared to analyst estimates of $25.06 billion. During the same quarter in the previous year, the business posted $2.77 EPS. The business's quarterly revenue 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, analysts predict 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 will be paid on Tuesday, September 8th. Shareholders of record on Tuesday, August 25th will be paid a dividend of $1.34 per share. This represents a $5.36 dividend on an annualized basis and a dividend yield of 2.0%. The ex-dividend date is Tuesday, August 25th. Johnson & Johnson's payout ratio is currently 62.11%.

Analyst Ratings Changes

JNJ has been the subject of a number of research analyst reports. Royal Bank Of Canada upped their price objective on Johnson & Johnson from $265.00 to $287.00 and gave the stock an "outperform" rating in a report on Monday, July 13th. Guggenheim lifted their target price on Johnson & Johnson from $270.00 to $287.00 and gave the company a "buy" rating in a report on Thursday, August 6th. Stifel Nicolaus set a $260.00 price target on Johnson & Johnson in a research report on Wednesday, July 15th. Scotiabank restated an "outperform" rating and set a $305.00 price target on shares of Johnson & Johnson in a research note on Thursday, July 16th. Finally, Leerink Partners upgraded Johnson & Johnson from a "market perform" rating to an "outperform" rating and set a $265.00 price objective on the stock in a report on Wednesday, May 13th. One analyst has rated the stock with a Strong Buy rating, eighteen have given a Buy rating and six have assigned a Hold rating to the stock. According to MarketBeat, the company presently 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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