Mirae Asset Global Investments Co. Ltd. Grows Stake in Johnson & Johnson $JNJ

Key Points

• Mirae Asset increased its Johnson & Johnson stake by 11.7% in the second quarter, adding 75,115 shares to hold 718,900 shares valued at approximately $182.6 million. Institutional investors and hedge funds own 69.55% of JNJ.
• Johnson & Johnson exceeded quarterly earnings and revenue expectations, reporting adjusted EPS of $2.90 and revenue of $25.31 billion, while maintaining 2026 EPS guidance of $11.60–$11.75. Analysts hold a consensus “Moderate Buy” rating with an average price target of $268.22.
• The company declared a quarterly dividend of $1.34 per share, or $5.36 annually, representing a 2.1% yield. Shares recently traded at $260.44, while insiders have sold nearly 49,000 shares worth about $12.3 million over the past 90 days.

Mirae Asset Global Investments Co. Ltd. lifted its holdings in shares of Johnson & Johnson (NYSE:JNJ - Free Report) by 11.7% during the 2nd quarter, according to its most recent 13F filing with the SEC. The institutional investor owned 718,900 shares of the company's stock after acquiring an additional 75,115 shares during the period. Mirae Asset Global Investments Co. Ltd.'s holdings in Johnson & Johnson were worth $182,579,000 at the end of the most recent reporting period.

A number of other institutional investors and hedge funds have also recently added to or reduced their stakes in JNJ. Sierra Capital LLC raised its holdings 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 in the last quarter. Beaird Harris Wealth Management LLC grew its position in shares of Johnson & Johnson by 1.8% in the 4th quarter. Beaird Harris Wealth Management LLC now owns 2,422 shares of the company's stock valued at $501,000 after buying an additional 42 shares during the last quarter. Ballast Advisors LLC raised its stake in Johnson & Johnson by 1.2% during the 1st quarter. Ballast Advisors LLC now owns 3,598 shares of the company's stock worth $879,000 after acquiring an additional 42 shares in the last quarter. Crown Wealth Group LLC lifted its position in Johnson & Johnson by 1.6% in the second quarter. Crown Wealth Group LLC now owns 2,736 shares of the company's stock valued at $695,000 after acquiring an additional 42 shares during the last quarter. Finally, Broadleaf Partners LLC lifted its position in Johnson & Johnson by 0.6% in the fourth quarter. Broadleaf Partners LLC now owns 7,348 shares of the company's stock valued at $1,521,000 after acquiring an additional 43 shares during the last quarter. 69.55% of the stock is owned by institutional investors and hedge funds.

Wall Street Analyst Weigh In

Several equities analysts have issued reports on the company. Stifel Nicolaus set a $260.00 price objective on Johnson & Johnson in a report on Wednesday, July 15th. Scotiabank reissued an "outperform" rating and issued a $305.00 target price on shares of Johnson & Johnson in a report on Thursday, July 16th. HSBC set a $290.00 target price on Johnson & Johnson and gave the company a "buy" rating in a research report on Monday, July 6th. Wall Street Zen lowered Johnson & Johnson from a "buy" rating to a "hold" rating in a research report on Saturday, August 1st. Finally, Freedom Capital upgraded Johnson & Johnson from a "hold" rating to a "strong-buy" rating in a research note on Thursday, July 16th. One research analyst has rated the stock with a Strong Buy rating, eighteen have given a Buy rating and six have given a Hold rating to the company's stock. According to data from MarketBeat.com, the stock has a consensus rating of "Moderate Buy" and an average target price of $268.22.

Johnson & Johnson Trading Up 0.0%

NYSE JNJ opened at $260.44 on Monday. The company has a debt-to-equity ratio of 0.44, a quick ratio of 0.81 and a current ratio of 1.09. The firm has a market cap of $627.63 billion, a PE ratio of 30.18, a P/E/G ratio of 2.48 and a beta of 0.24. Johnson & Johnson has a one year low of $173.33 and a one year high of $274.90. The firm's fifty day moving average is $251.92 and its two-hundred day moving average is $241.34.

Johnson & Johnson (NYSE:JNJ - Get Free Report) last announced 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 net margin of 21.48% and a return on equity of 32.42%. The business had revenue of $25.31 billion during the quarter, compared to the consensus estimate of $25.06 billion. During the same quarter in the prior year, the firm earned $2.77 earnings per share. The business's quarterly revenue 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. Analysts expect that Johnson & Johnson will post 11.61 earnings per share for the current year.

Johnson & Johnson Dividend Announcement

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 given a dividend of $1.34 per share. This represents a $5.36 dividend on an annualized basis and a yield of 2.1%. The ex-dividend date of this dividend is Tuesday, August 25th. Johnson & Johnson's dividend payout ratio (DPR) is presently 62.11%.

Insiders Place Their Bets

In other Johnson & Johnson news, EVP Elizabeth Forminard sold 15,918 shares of Johnson & Johnson stock in a transaction that occurred on Thursday, August 6th. The stock was sold at an average price of $257.00, for a total value 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 trade represents a 48.37% decrease in their position. The sale was disclosed in a document filed with the SEC, which can be accessed through this hyperlink. Also, EVP Kathryn E. Wengel sold 10,000 shares of the business's stock in a transaction that occurred on Thursday, June 11th. The shares were sold at an average price of $241.15, for a total value of $2,411,500.00. Following the completion of the transaction, the executive vice president directly owned 114,288 shares in the company, valued at approximately $27,560,551.20. The trade was a 8.05% decrease in their position. The disclosure for this sale is available in the SEC filing. In the last ninety days, insiders sold 48,972 shares of company stock valued at $12,295,205. 0.16% of the stock is owned by company insiders.

More Johnson & Johnson News

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

• Positive Sentiment: Constructive post-earnings outlook: JNJ’s latest results exceeded analyst expectations for both earnings and revenue, while full-year 2026 EPS guidance remains centered around $11.60-$11.75. Analysts are watching for continued estimate increases and earnings momentum to support the stock’s advance. Why Is Johnson & Johnson Up Since Its Last Earnings Report?
• Positive Sentiment: Pharmaceutical recovery and defensive appeal: JNJ is among the large-cap pharmaceutical companies investors are watching as the industry recovery gains traction. Its diversified healthcare business and relatively low-beta profile may also attract investors seeking defensive exposure amid market uncertainty. Large-Cap Stocks to Watch as Pharma Recovery Takes Hold
• Positive Sentiment: Dividend record reinforces income appeal: JNJ raised its dividend 3.1% to $5.36 per share annually, extending its streak of consecutive increases to 64 years. The increase supports the company’s reputation as a long-term income and stability investment. Johnson & Johnson Has Increased Its Dividend for 64 Consecutive Years
• Neutral Sentiment: Talc settlement remains a key overhang: Analysis of JNJ’s proposed $5.5 billion talc settlement views it as a potential step toward reducing litigation uncertainty, but the long-term financial and legal impact remains subject to scrutiny. Johnson & Johnson’s $5.5B Talc Settlement
• Neutral Sentiment: Portfolio adjustments: JNJ sold its remaining rights and interests in botaretigene sparoparvovec to MeiraGTx for $25 million. The transaction may streamline the portfolio, but its financial contribution is unlikely to materially affect near-term results. MeiraGTx Reports Second Quarter 2026 Results
• Negative Sentiment: Robotics competition is increasing: Intuitive Surgical cited growing competitive pressure from JNJ and Chinese robotic-surgery platforms. While this reflects JNJ’s ambitions in surgical robotics, it also signals that gaining market share could require substantial investment and execution. Intuitive Surgical Beats on Q2 Results

About Johnson & Johnson

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.

This instant news alert was generated by narrative science technology and financial data from MarketBeat in order to provide readers with the fastest reporting and unbiased coverage. Please send any questions or comments about this story to contact@marketbeat.com.

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