Sigma Planning Corp Boosts Stock Holdings in Johnson & Johnson $JNJ

Key Points

• Sigma Planning Corp increased its Johnson & Johnson stake by 10.2% in the second quarter, bringing its holdings to 62,029 shares valued at approximately $15.75 million. Institutional investors collectively own 69.55% of JNJ.
• Analysts maintain a generally positive outlook, with JNJ receiving a “Moderate Buy” consensus rating and an average price target of $272.83. The company also exceeded quarterly earnings and revenue estimates and raised its full-year EPS guidance to $11.60–$11.75.
• Johnson & Johnson pays a quarterly dividend of $1.34 per share, representing a $5.36 annualized payout and a 2.0% yield. However, insiders sold 87,569 shares worth about $23.1 million over the past three months, while the stock trades near its 52-week high at roughly 31 times earnings.

Sigma Planning Corp lifted its position in shares of Johnson & Johnson (NYSE:JNJ - Free Report) by 10.2% in the 2nd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The fund owned 62,029 shares of the company's stock after purchasing an additional 5,738 shares during the period. Sigma Planning Corp's holdings in Johnson & Johnson were worth $15,754,000 at the end of the most recent reporting period.

A number of other institutional investors and hedge funds have also recently bought and sold shares of the stock. Two Sigma Securities LLC raised its holdings in Johnson & Johnson by 97.7% during the second quarter. Two Sigma Securities LLC now owns 5,612 shares of the company's stock worth $1,425,000 after purchasing an additional 2,773 shares in the last quarter. Benjamin Edwards Inc. lifted its stake in shares of Johnson & Johnson by 21.8% during the 2nd quarter. Benjamin Edwards Inc. now owns 160,633 shares of the company's stock worth $40,799,000 after purchasing an additional 28,700 shares during the period. Alyeska Investment Group L.P. boosted its holdings in shares of Johnson & Johnson by 40.6% in the 2nd quarter. Alyeska Investment Group L.P. now owns 1,173,482 shares of the company's stock valued at $298,029,000 after purchasing an additional 338,790 shares during the last quarter. Flputnam Investment Management Co. increased its position in shares of Johnson & Johnson by 40.4% in the second quarter. Flputnam Investment Management Co. now owns 95,241 shares of the company's stock worth $24,188,000 after acquiring an additional 27,425 shares in the last quarter. Finally, Davidson Investment Advisors grew its holdings in Johnson & Johnson by 2.1% during the 2nd quarter. Davidson Investment Advisors now owns 6,977 shares of the company's stock valued at $1,772,000 after purchasing an additional 146 shares in the last quarter. 69.55% of the stock is owned by hedge funds and other institutional investors.

Insider Buying and Selling at Johnson & Johnson

In related news, EVP Elizabeth Forminard sold 15,918 shares of Johnson & Johnson stock in a transaction that occurred on Thursday, August 6th. The shares were 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 of the company's stock, valued at $4,367,458. This trade represents a 48.37% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which is available through this link. Also, EVP Timothy Schmid sold 33,597 shares of the firm's stock in a transaction that occurred on Wednesday, September 2nd. The shares were sold at an average price of $274.74, for a total transaction of $9,230,439.78. Following the completion of the sale, the executive vice president owned 25,447 shares in the company, valued at approximately $6,991,308.78. The trade was a 56.90% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold a total of 87,569 shares of company stock valued at $23,064,544 in the last three months. 0.16% of the stock is owned by insiders.

Analyst Ratings Changes

A number of research analysts recently issued reports on the company. Stifel Nicolaus set a $260.00 price objective on Johnson & Johnson in a research note on Wednesday, July 15th. Morgan Stanley raised their price target on shares of Johnson & Johnson from $284.00 to $294.00 and gave the company an "overweight" rating in a report on Thursday, July 16th. Royal Bank Of Canada raised their price target on Johnson & Johnson from $265.00 to $287.00 and gave the company an "outperform" rating in a research report on Monday, July 13th. Argus set a $300.00 price target on Johnson & Johnson in a report on Wednesday, July 29th. Finally, Raymond James Financial set a $280.00 price target on Johnson & Johnson in a research note on Monday, August 3rd. One equities research analyst has rated the stock with a Strong Buy rating, eighteen have given a Buy rating and six have assigned a Hold rating to the company. Based on data from MarketBeat.com, the company presently has an average rating of "Moderate Buy" and an average target price of $272.83.

Johnson & Johnson Stock Down 0.7%

Shares of Johnson & Johnson stock opened at $267.20 on Thursday. The company has a market capitalization of $643.93 billion, a P/E ratio of 30.96, a price-to-earnings-growth ratio of 2.57 and a beta of 0.24. The company has a debt-to-equity ratio of 0.44, a current ratio of 1.09 and a quick ratio of 0.81. Johnson & Johnson has a 1 year low of $173.33 and a 1 year high of $281.07. The business has a 50-day moving average of $262.88 and a two-hundred day moving average of $245.62.

Johnson & Johnson (NYSE:JNJ - Get Free Report) last released 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 for the quarter, compared to the consensus estimate of $25.06 billion. Johnson & Johnson had a return on equity of 32.42% and a net margin of 21.48%.The company's revenue for the quarter was up 6.6% on a year-over-year basis. During the same quarter last year, the business posted $2.77 EPS. Johnson & Johnson has set its FY 2026 guidance at 11.600-11.750 EPS. As a group, equities analysts predict that Johnson & Johnson will post 11.61 EPS for the current year.

Johnson & Johnson Dividend Announcement

The business also recently disclosed a quarterly dividend, which was paid on Tuesday, September 8th. Shareholders of record on Tuesday, August 25th were given a dividend of $1.34 per share. The ex-dividend date was Tuesday, August 25th. This represents a $5.36 annualized dividend and a yield of 2.0%. Johnson & Johnson's dividend payout ratio (DPR) is 62.11%.

Key Headlines Impacting Johnson & Johnson

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

• Positive Sentiment: At the Wells Fargo Healthcare Conference, Johnson & Johnson highlighted growth opportunities in MedTech, with cardiovascular products taking center stage. Management’s focus on high-end, innovative devices supports the company’s longer-term growth outlook. Johnson & Johnson Eyes High-End MedTech Growth as Cardiovascular Takes Center Stage
• Positive Sentiment: JNJ is preparing to present 24 abstracts at Psych Congress 2026, including pivotal Phase 3 CAPLYTA data in bipolar mania and new SPRAVATO analyses. The data could strengthen confidence in the company’s neuropsychiatry pipeline and future pharmaceutical growth. Johnson & Johnson Neuropsychiatry Data
• Positive Sentiment: Jim Cramer characterized the recent weakness as a buying opportunity, reinforcing the view that JNJ’s defensive profile, diversified healthcare operations, and dividend appeal may attract investors during market uncertainty. Cramer Says It’s Time to Buy the Dip on JNJ
• Neutral Sentiment: Analysts and market commentary continue to view JNJ as a defensive stock ahead of inflation data and the Federal Reserve’s next rate decision. That positioning may support demand, but macroeconomic uncertainty is also increasing day-to-day volatility. Defensive Stocks Ahead of CPI and the Fed
• Negative Sentiment: JNJ recently declined more than the broader market, suggesting profit-taking or increased sensitivity to market-wide selling. With shares near their 52-week high and trading at roughly 31 times earnings, valuation may be limiting near-term upside despite solid earnings and full-year EPS guidance. Johnson & Johnson Sees a More Significant Dip Than the Broader Market

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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