Royal London Asset Management Ltd. Sells 13,216 Shares of Johnson & Johnson $JNJ

Key Points

• Royal London Asset Management reduced its Johnson & Johnson stake by 1.1%, selling 13,216 shares and retaining 1.19 million shares valued at approximately $302.1 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, up 6.6% year over year. The company reaffirmed fiscal 2026 EPS guidance of $11.60–$11.75.
• The company paid a quarterly dividend of $1.34, equal to an annualized $5.36 dividend and a 2.0% yield. Analysts maintain a “Moderate Buy” consensus rating with an average price target of $272.83.

Royal London Asset Management Ltd. lessened its stake in shares of Johnson & Johnson (NYSE:JNJ - Free Report) by 1.1% during the 2nd quarter, according to its most recent filing with the Securities and Exchange Commission. The institutional investor owned 1,189,474 shares of the company's stock after selling 13,216 shares during the quarter. Johnson & Johnson makes up about 0.6% of Royal London Asset Management Ltd.'s portfolio, making the stock its 27th biggest position. Royal London Asset Management Ltd.'s holdings in Johnson & Johnson were worth $302,091,000 as of its most recent filing with the Securities and Exchange Commission.

Other institutional investors and hedge funds have also made changes to their positions in the company. Mufg Securities Americas Inc. raised its position in shares of Johnson & Johnson by 8.7% in the 2nd quarter. Mufg Securities Americas Inc. now owns 72,502 shares of the company's stock worth $18,413,000 after acquiring an additional 5,833 shares in the last quarter. Investors Asset Management of Georgia Inc. GA ADV boosted its position in Johnson & Johnson by 11.5% during the second quarter. Investors Asset Management of Georgia Inc. GA ADV now owns 10,140 shares of the company's stock valued at $2,575,000 after purchasing an additional 1,047 shares in the last quarter. Ferguson Wellman Capital Management Inc. grew its stake in Johnson & Johnson by 0.8% in the second quarter. Ferguson Wellman Capital Management Inc. now owns 472,770 shares of the company's stock valued at $120,069,000 after purchasing an additional 3,742 shares during the last quarter. Nissay Asset Management Corp Japan lifted its position in shares of Johnson & Johnson by 3.2% during the second quarter. Nissay Asset Management Corp Japan now owns 335,504 shares of the company's stock valued at $85,208,000 after buying an additional 10,489 shares during the last quarter. Finally, Braun Stacey Associates Inc. lifted its position in shares of Johnson & Johnson by 1.9% during the second quarter. Braun Stacey Associates Inc. now owns 156,008 shares of the company's stock valued at $39,621,000 after buying an additional 2,860 shares during the last quarter. 69.55% of the stock is currently owned by hedge funds and other institutional investors.

Johnson & Johnson Stock Down 2.3%

JNJ stock opened at $269.04 on Wednesday. The stock has a market capitalization of $648.35 billion, a PE 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. The firm has a 50 day moving average of $262.61 and a 200 day moving average of $245.47.

Johnson & Johnson (NYSE:JNJ - Get Free Report) last posted its quarterly earnings results on Wednesday, July 15th. The company reported $2.90 earnings per share (EPS) for the quarter, topping analysts' consensus estimates 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 analysts' expectations of $25.06 billion. During the same quarter last year, the company posted $2.77 earnings per share. 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. Sell-side analysts forecast that Johnson & Johnson will post 11.61 earnings per share for the current year.

Johnson & Johnson Announces Dividend

The company also recently announced a quarterly dividend, which was paid on Tuesday, September 8th. Investors of record on Tuesday, August 25th were given a $1.34 dividend. The ex-dividend date 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 currently 62.11%.

Insider Transactions at Johnson & Johnson

In other news, EVP Kathryn Wengel sold 10,000 shares of the company's stock in a transaction 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 sale, the executive vice president directly owned 114,288 shares of the company's stock, valued at $27,560,551.20. This represents a 8.05% decrease in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through the SEC website. Also, EVP Elizabeth Forminard sold 15,918 shares of the stock in a transaction dated 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 sale, the executive vice president directly owned 16,994 shares in the company, valued at $4,367,458. This represents a 48.37% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold 97,569 shares of company stock valued at $25,476,044 over the last quarter. Company insiders own 0.16% of the company's stock.

Key Headlines 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

Analyst Ratings Changes

A number of brokerages have recently issued reports on JNJ. TD Cowen lifted their price objective 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. Raymond James Financial set a $280.00 target price on shares of Johnson & Johnson in a research report on Monday, August 3rd. Guggenheim lifted their price target on shares of Johnson & Johnson from $270.00 to $287.00 and gave the stock 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. Finally, Weiss Ratings upgraded Johnson & Johnson from a "buy (b-)" rating to a "buy (b)" rating in a report on Friday, July 24th. One equities research analyst has rated the stock with a Strong Buy rating, eighteen have issued a Buy rating and six have given a Hold rating to the company. According to data from MarketBeat.com, the stock currently has a consensus rating of "Moderate Buy" and an average target price of $272.83.

About Johnson & Johnson

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.

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.