OVERSEA CHINESE BANKING Corp Ltd Purchases 7,538 Shares of Johnson & Johnson $JNJ

Key Points

• OVERSEA CHINESE BANKING Corp Ltd increased its Johnson & Johnson position by 59.9% in the second quarter, purchasing 7,538 shares and bringing its holdings to 20,127 shares valued at approximately $5.1 million. Institutional investors collectively own 69.55% of J&J.
• Johnson & Johnson reported quarterly EPS of $2.90, beating estimates by $0.06, while revenue rose 6.6% year over year to $25.31 billion. The company reaffirmed 2026 EPS guidance of $11.60–$11.75 and declared a quarterly dividend of $1.34, yielding about 2.0% annually.
• Analysts maintain a generally positive view, with a consensus rating of “Moderate Buy” and an average price target of $268.22. However, company insiders sold 63,972 shares worth about $16.25 million over the past quarter.

OVERSEA CHINESE BANKING Corp Ltd raised its position in Johnson & Johnson (NYSE:JNJ - Free Report) by 59.9% in the 2nd quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The institutional investor owned 20,127 shares of the company's stock after acquiring an additional 7,538 shares during the period. OVERSEA CHINESE BANKING Corp Ltd's holdings in Johnson & Johnson were worth $5,112,000 as of its most recent SEC filing.

Other institutional investors also recently modified their holdings of the company. Blueline Advisors LLC acquired a new position in shares of Johnson & Johnson in the fourth quarter valued at $25,000. Cresta Advisors Ltd. acquired a new stake in Johnson & Johnson during the fourth quarter worth $26,000. Bay Harbor Wealth Management LLC increased its holdings in Johnson & Johnson by 49.0% in the 4th quarter. Bay Harbor Wealth Management LLC now owns 149 shares of the company's stock valued at $31,000 after buying an additional 49 shares during the period. Matrix Trust Co increased its holdings in Johnson & Johnson by 56.2% in the 2nd quarter. Matrix Trust Co now owns 150 shares of the company's stock valued at $38,000 after buying an additional 54 shares during the period. Finally, E Fund Management Hong Kong Co. Ltd. raised its stake in shares of Johnson & Johnson by 946.7% in the 4th quarter. E Fund Management Hong Kong Co. Ltd. now owns 157 shares of the company's stock valued at $32,000 after buying an additional 142 shares in the last quarter. Institutional investors and hedge funds own 69.55% of the company's stock.

Key Johnson & Johnson News

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

• Positive Sentiment: Defensive strength supported the stock. JNJ gained as the broader market weakened, suggesting investors favored its relatively stable healthcare business and dependable dividend. The company has maintained a decades-long dividend-growth streak, making it attractive to income-oriented investors. Johnson & Johnson (JNJ) Rises As Market Takes a Dip: Key Facts
• Positive Sentiment: Upcoming results provide a potential catalyst. Johnson & Johnson will host its third-quarter earnings conference call on October 13. Investors will focus on operating trends, guidance and updates on key risks. Johnson & Johnson to Host Investor Conference Call on Third-Quarter Results
• Neutral Sentiment: J&J’s investment portfolio received favorable attention. The company owns stakes in approximately 15 biotechnology and medical-technology companies, with one larger holding standing out because of its market capitalization. The portfolio may offer strategic or financial upside, but it is not currently a major earnings catalyst. Johnson & Johnson Owns Stakes in 15 Stocks. Here's the Best of the Bunch.
• Negative Sentiment: One analyst modestly reduced its earnings forecast. Erste Group Bank lowered its 2026 EPS estimate to $11.65 from $11.68, although the revised forecast remains above the broader consensus estimate of $11.61. The small cut is a mild negative signal rather than a material change to the outlook.
• Negative Sentiment: Dividend investors face a longer-term uncertainty. Commentary comparing JNJ with Procter & Gamble highlights a forthcoming corporate event that could threaten the uninterrupted payout record investors associate with J&J. The article does not indicate an immediate dividend reduction, but the issue may temper enthusiasm among income-focused shareholders. Why Procter & Gamble’s Quieter Dividend Outpaces Johnson & Johnson’s Growth Story

Johnson & Johnson Stock Up 2.1%

JNJ opened at $271.53 on Wednesday. The firm has a market cap of $654.36 billion, a price-to-earnings ratio of 31.46, a PEG ratio of 2.54 and a beta of 0.24. 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's 50-day simple moving average is $260.21 and its 200-day simple moving average is $244.39. Johnson & Johnson has a twelve month low of $173.33 and a twelve month high of $276.47.

Johnson & Johnson (NYSE:JNJ - Get Free Report) last announced its quarterly earnings results on Wednesday, July 15th. The company reported $2.90 earnings per share (EPS) for the quarter, beating the consensus estimate of $2.84 by $0.06. The firm had revenue of $25.31 billion during the quarter, compared to the consensus estimate of $25.06 billion. Johnson & Johnson had a net margin of 21.48% and a return on equity of 32.42%. The firm'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 research analysts anticipate that Johnson & Johnson will post 11.61 EPS for the current fiscal year.

Johnson & Johnson Dividend Announcement

The company also recently announced a quarterly dividend, which will be paid on Tuesday, September 8th. Stockholders of record on Tuesday, August 25th will be paid a $1.34 dividend. The ex-dividend date is Tuesday, August 25th. This represents a $5.36 dividend on an annualized basis and a dividend yield of 2.0%. Johnson & Johnson's payout ratio is 62.11%.

Insiders Place Their Bets

In related news, EVP Vanessa Broadhurst sold 23,054 shares of the firm's stock in a transaction on 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 completion of the sale, the executive vice president directly owned 23,003 shares of the company's stock, valued at $5,779,963.81. This trade represents a 50.06% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is available at this hyperlink. Also, EVP Elizabeth Forminard sold 15,918 shares of the business's stock in a transaction 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 completion of the transaction, the executive vice president directly owned 16,994 shares in the company, valued at approximately $4,367,458. This represents a 48.37% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold 63,972 shares of company stock valued at $16,245,605 over the last quarter. 0.16% of the stock is owned by insiders.

Analyst Ratings Changes

Several analysts have recently weighed in on JNJ shares. 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 research report on Wednesday, July 8th. TD Cowen increased their price target 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. HSBC set a $290.00 price target on shares of Johnson & Johnson and gave the stock a "buy" rating in a research note on Monday, July 6th. Stifel Nicolaus set a $260.00 price objective on Johnson & Johnson in a research note on Wednesday, July 15th. 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 report on Monday, August 3rd. One research analyst has rated the stock with a Strong Buy rating, eighteen have issued a Buy rating and six have assigned a Hold rating to the company's stock. According to MarketBeat, the stock currently has a consensus rating of "Moderate Buy" and a consensus target price of $268.22.

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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