Lombard Odier Asset Management Europe Ltd Raises Stock Position in Johnson & Johnson $JNJ

Key Points

• Lombard Odier Asset Management Europe increased its Johnson & Johnson position by 45.5% in the second quarter, adding 25,929 shares to hold 82,882 shares worth approximately $21.05 million. Institutional investors collectively own 69.55% of J&J.
• Johnson & Johnson exceeded quarterly expectations with adjusted EPS of $2.90 and revenue of $25.31 billion, while revenue grew 6.6% year over year. The company maintains 2026 EPS guidance of $11.60–$11.75 and recently paid a quarterly dividend of $1.34, representing a 2.0% yield.
• Analysts remain generally positive, giving J&J a consensus “Moderate Buy” rating and an average price target of $272.83, though insiders sold $25.5 million of shares over the last quarter, creating a modest sentiment concern.

Lombard Odier Asset Management Europe Ltd grew its holdings in Johnson & Johnson (NYSE:JNJ - Free Report) by 45.5% during the 2nd quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 82,882 shares of the company's stock after acquiring an additional 25,929 shares during the period. Lombard Odier Asset Management Europe Ltd's holdings in Johnson & Johnson were worth $21,050,000 as of its most recent filing with the Securities & Exchange Commission.

A number of other hedge funds have also recently made changes to their positions in the business. Brighton Jones LLC lifted its position in Johnson & Johnson by 13.9% in the fourth quarter. Brighton Jones LLC now owns 51,876 shares of the company's stock worth $7,502,000 after buying an additional 6,332 shares during the last quarter. United Bank increased its position in Johnson & Johnson by 110.7% during the first quarter. United Bank now owns 9,279 shares of the company's stock valued at $1,539,000 after acquiring an additional 4,876 shares during the last quarter. Sivia Capital Partners LLC raised its stake in shares of Johnson & Johnson by 13.4% in the second quarter. Sivia Capital Partners LLC now owns 5,863 shares of the company's stock valued at $896,000 after acquiring an additional 692 shares during the period. Wealth Group Ltd. lifted its holdings in shares of Johnson & Johnson by 12.8% in the 2nd quarter. Wealth Group Ltd. now owns 1,482 shares of the company's stock worth $226,000 after acquiring an additional 168 shares during the last quarter. Finally, Schnieders Capital Management LLC. lifted its holdings in shares of Johnson & Johnson by 9.8% in the 2nd quarter. Schnieders Capital Management LLC. now owns 73,680 shares of the company's stock worth $11,255,000 after acquiring an additional 6,584 shares during the last quarter. 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: Jim Cramer called the pullback a buying opportunity, citing Johnson & Johnson’s defensive characteristics and long-term stability. The commentary may support investor interest, but it is opinion-based rather than a new company catalyst. Cramer says it is time to buy the dip on JNJ
• Positive Sentiment: Johnson & Johnson announced that 24 abstracts will be presented at Psych Congress 2026, including the first pivotal Phase 3 CAPLYTA data in adults with bipolar mania, along with new SPRAVATO analyses and schizophrenia research. The updates could strengthen confidence in the company’s neuropsychiatry pipeline and future pharmaceutical growth. Johnson & Johnson neuropsychiatry data announcement
• Neutral Sentiment: Investors are watching defensive stocks such as JNJ ahead of upcoming CPI data and the Federal Reserve’s rate decision. The company’s dividend and healthcare exposure may provide stability, but interest-rate and macroeconomic uncertainty are driving near-term volatility. Defensive stocks to watch as CPI and the Fed test the rally
• Neutral Sentiment: A comparison with Eli Lilly frames JNJ as the steadier, more established investment, but with less breakout-growth potential. The article highlights the trade-off between JNJ’s stability and pharmaceutical-industry growth opportunities. Lilly versus J&J investment comparison
• Negative Sentiment: An executive sold approximately $9.23 million of JNJ stock. While insider selling does not necessarily indicate weakening fundamentals, the transaction can create a modest sentiment overhang. Johnson & Johnson executive stock sale

Johnson & Johnson Stock Down 2.3%

Shares of NYSE:JNJ opened at $269.04 on Wednesday. The business's 50 day moving average is $262.61 and its 200 day moving average is $245.47. The stock has a market cap of $648.35 billion, a P/E ratio of 31.17, a price-to-earnings-growth ratio of 2.63 and a beta of 0.24. 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 issued its earnings results on Wednesday, July 15th. The company reported $2.90 earnings per share for the quarter, beating analysts' consensus estimates of $2.84 by $0.06. Johnson & Johnson had a return on equity of 32.42% and a net margin of 21.48%.The business had revenue of $25.31 billion during the quarter, compared to analyst estimates of $25.06 billion. During the same period in the previous year, the company posted $2.77 EPS. Johnson & Johnson's 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. Sell-side analysts predict that Johnson & Johnson will post 11.61 EPS for the current year.

Johnson & Johnson Announces Dividend

The firm also recently disclosed a quarterly dividend, which was paid on Tuesday, September 8th. Investors of record on Tuesday, August 25th were paid a $1.34 dividend. The ex-dividend date of this dividend was Tuesday, August 25th. This represents a $5.36 dividend on an annualized basis and a yield of 2.0%. Johnson & Johnson's dividend payout ratio is 62.11%.

Analysts Set New Price Targets

A number of analysts recently weighed in on the stock. Raymond James Financial set a $280.00 price objective on shares of Johnson & Johnson in a research report on Monday, August 3rd. Wall Street Zen downgraded Johnson & Johnson from a "buy" rating to a "hold" rating in a report on Saturday, August 1st. UBS Group began coverage on Johnson & Johnson in a research note on Wednesday, September 2nd. They set a "buy" rating and a $320.00 price target for the company. TD Cowen upped their price objective on Johnson & Johnson from $250.00 to $300.00 and gave the company a "buy" rating in a research report on Monday, July 13th. Finally, Wells Fargo & Company increased their target price on Johnson & Johnson from $272.00 to $282.00 and gave the stock an "overweight" rating in a research note on Monday, August 3rd. One research analyst has rated the stock with a Strong Buy rating, eighteen have assigned a Buy rating and six have issued a Hold rating to the company. According to MarketBeat, the company currently has an average rating of "Moderate Buy" and a consensus price target of $272.83.

Insider Activity at Johnson & Johnson

In other news, EVP Vanessa Broadhurst sold 23,054 shares of the company's stock in a transaction that occurred on Monday, July 20th. The shares were sold at an average price of $251.27, for a total value of $5,792,778.58. Following the completion of the sale, the executive vice president owned 23,003 shares of the company's stock, valued at approximately $5,779,963.81. This represents a 50.06% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this link. Also, EVP Jennifer L. Taubert sold 15,000 shares of the 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 transaction, the executive vice president owned 194,451 shares in the company, valued at approximately $51,210,615.36. This represents a 7.16% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders sold 97,569 shares of company stock worth $25,476,044 over the last quarter. Corporate insiders own 0.16% of the company's stock.

Johnson & Johnson 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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