Mosaic Family Wealth Partners LLC Grows Stake in Johnson & Johnson $JNJ

Key Points

• Mosaic Family Wealth Partners increased its Johnson & Johnson stake by 31.3% in the second quarter, owning 15,917 shares valued at approximately $4.04 million. Institutional investors collectively hold 69.55% of J&J’s stock.
• J&J reported quarterly earnings and revenue above expectations, raised its 2026 outlook, and received several analyst price-target increases. The stock has a “Moderate Buy” consensus rating with an average target of $268.22.
• Growth prospects from the Imaavy FDA approval and expanded Tecvayli indication are tempered by concerns over the STELARA patent cliff, ongoing talc litigation, and valuation near the stock’s 52-week high.

Mosaic Family Wealth Partners LLC increased its holdings in shares of Johnson & Johnson (NYSE:JNJ - Free Report) by 31.3% in the 2nd quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 15,917 shares of the company's stock after purchasing an additional 3,792 shares during the quarter. Mosaic Family Wealth Partners LLC's holdings in Johnson & Johnson were worth $4,043,000 at the end of the most recent quarter.

Other hedge funds also recently added to or reduced their stakes in the company. Blueline Advisors LLC acquired a new position in shares of Johnson & Johnson in the 4th quarter valued at $25,000. Cresta Advisors Ltd. acquired a new stake in Johnson & Johnson during the 4th quarter worth $26,000. DecisionPoint Financial LLC lifted its position in Johnson & Johnson by 104.2% in the fourth quarter. DecisionPoint Financial LLC now owns 147 shares of the company's stock valued at $30,000 after acquiring an additional 75 shares during the last quarter. Bay Harbor Wealth Management LLC boosted its stake in Johnson & Johnson by 49.0% in the fourth quarter. Bay Harbor Wealth Management LLC now owns 149 shares of the company's stock valued at $31,000 after acquiring an additional 49 shares in the last quarter. Finally, Semmax Financial Advisors Inc. increased its position in shares of Johnson & Johnson by 55.0% during the second quarter. Semmax Financial Advisors Inc. now owns 203 shares of the company's stock worth $31,000 after purchasing an additional 72 shares in the last quarter. 69.55% of the stock is currently owned by hedge funds and other institutional investors.

Key Stories Impacting Johnson & Johnson

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

• Positive Sentiment: The FDA approved Imaavy as the first treatment specifically indicated for warm autoimmune hemolytic anemia (wAIHA). The approval expands J&J’s rare-disease portfolio and supports management’s longer-term goal of reaching approximately $5 billion in peak Imaavy sales, although the initial patient population is limited. J&J's Imaavy Gets FDA Approval as the First Treatment for wAIHA
• Positive Sentiment: J&J also received European approval to expand the Tecvayli cancer-treatment combination, strengthening its oncology pipeline and adding to the company’s specialized-medicine growth strategy. Johnson & Johnson Stock: Surge as FDA Approval and European Cancer Treatment Expansion Drive Market Attention
• Positive Sentiment: Recent coverage remains favorable on J&J’s dividend and operating momentum. The company recently exceeded quarterly earnings and revenue expectations, raised its 2026 outlook, and analysts cited growth in medicines outside the STELARA franchise as evidence that the patent expiration risk may be manageable. I Think Johnson & Johnson Is the Best Dividend Stock to Buy Right Now
• Neutral Sentiment: At roughly $270 per share and near its 52-week high, J&J has already gained substantially over the past year. Some analysts see further upside from its growing Innovative Medicine portfolio, while others view the current valuation as limiting near-term gains. How Much Upside Is Left in JNJ Stock?
• Negative Sentiment: Investors remain concerned about the STELARA patent cliff and whether new products can fully offset declining sales. The recently approved Imaavy is strategically important but may not materially change J&J’s valuation immediately because wAIHA is a rare condition.
• Negative Sentiment: Ongoing talc litigation continues to weigh on sentiment. A Louisiana jury recently awarded $10 million in a mesothelioma case, with J&J assigned a portion of the liability, highlighting the possibility of additional legal costs despite proposed settlement efforts. Does Louisiana’s US$10 Million Talc Verdict Shift the Legal Risk Bull Case For Johnson & Johnson?

Wall Street Analyst Weigh In

A number of brokerages recently issued reports on JNJ. Guggenheim upped their target price on Johnson & Johnson from $270.00 to $287.00 and gave the company a "buy" rating in a research report on Thursday, August 6th. Raymond James Financial set a $280.00 price objective on Johnson & Johnson in a research note on Monday, August 3rd. Freedom Capital raised Johnson & Johnson from a "hold" rating to a "strong-buy" rating in a report on Thursday, July 16th. TD Cowen raised their target price on shares of Johnson & Johnson from $250.00 to $300.00 and gave the stock a "buy" rating in a research report on Monday, July 13th. Finally, Citigroup lifted their target price on shares of Johnson & Johnson from $285.00 to $298.00 and gave the company a "buy" rating in a report on Wednesday, July 8th. One investment analyst has rated the stock with a Strong Buy rating, eighteen have assigned a Buy rating and six have given a Hold rating to the company. According to MarketBeat.com, Johnson & Johnson presently has an average rating of "Moderate Buy" and an average price target of $268.22.

Johnson & Johnson Trading Down 1.0%

NYSE:JNJ opened at $270.43 on Thursday. Johnson & Johnson has a 12-month low of $173.33 and a 12-month high of $276.47. The company has a current ratio of 1.09, a quick ratio of 0.81 and a debt-to-equity ratio of 0.44. The stock's 50 day simple moving average is $257.32 and its 200-day simple moving average is $243.59. The firm has a market cap of $651.71 billion, a P/E ratio of 31.34, a PEG ratio of 2.61 and a beta of 0.24.

Johnson & Johnson (NYSE:JNJ - Get Free Report) last posted its quarterly earnings data 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. The firm had revenue of $25.31 billion for the quarter, compared to analyst estimates of $25.06 billion. Johnson & Johnson had a net margin of 21.48% and a return on equity of 32.42%. Johnson & Johnson's quarterly revenue was up 6.6% on a year-over-year basis. During the same period last year, the firm posted $2.77 EPS. Johnson & Johnson has set its FY 2026 guidance at 11.600-11.750 EPS. Equities analysts anticipate that Johnson & Johnson will post 11.61 EPS for the current year.

Johnson & Johnson Announces Dividend

The company also recently declared a quarterly dividend, which will be paid on Tuesday, September 8th. Stockholders 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 62.11%.

Insider Activity

In related news, EVP Vanessa Broadhurst sold 23,054 shares of the stock in a transaction dated Monday, July 20th. The shares were sold at an average price of $251.27, for a total transaction of $5,792,778.58. Following the completion of the transaction, the executive vice president directly owned 23,003 shares of the company's stock, valued at $5,779,963.81. This represents a 50.06% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is available at this link. Also, EVP Elizabeth Forminard sold 15,918 shares of the firm's stock in a transaction dated Thursday, August 6th. The shares were sold at an average price of $257.00, for a total transaction of $4,090,926.00. Following the completion of the sale, the executive vice president owned 16,994 shares of the company's stock, valued at approximately $4,367,458. The trade was a 48.37% decrease in their position. The disclosure for this sale is available in the SEC filing. In the last three months, insiders have sold 63,972 shares of company stock valued at $16,245,605. 0.16% of the stock is owned by insiders.

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.

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