Talon Private Wealth LLC Boosts Stock Position in Johnson & Johnson $JNJ

Key Points

• Talon Private Wealth increased its Johnson & Johnson position by 89.5% in the second quarter, bringing its holdings to 10,588 shares valued at approximately $2.69 million. Institutional investors collectively own 69.55% of J&J’s stock.
• Johnson & Johnson reported quarterly EPS of $2.90 and revenue of $25.31 billion, exceeding analyst estimates, while revenue rose 6.6% year over year. The company reaffirmed FY 2026 EPS guidance of $11.60–$11.75 and pays a $1.34 quarterly dividend, yielding about 2% annually.
• Analyst sentiment remains favorable, with a consensus “Moderate Buy” rating and a $274.13 price target, but insiders sold $23.1 million of shares over the past three months. J&J shares opened at $267.35 and trade at roughly 31 times earnings.

Talon Private Wealth LLC grew its holdings in shares of Johnson & Johnson (NYSE:JNJ - Free Report) by 89.5% in the 2nd quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 10,588 shares of the company's stock after purchasing an additional 5,002 shares during the quarter. Talon Private Wealth LLC's holdings in Johnson & Johnson were worth $2,689,000 at the end of the most recent reporting period.

A number of other hedge funds also recently made changes to their positions in JNJ. U S Wealth Group LLC. boosted its stake in Johnson & Johnson by 15.1% in the second quarter. U S Wealth Group LLC. now owns 17,259 shares of the company's stock valued at $4,383,000 after acquiring an additional 2,266 shares during the last quarter. Miramontes Capital LLC raised its holdings in shares of Johnson & Johnson by 20.5% in the 2nd quarter. Miramontes Capital LLC now owns 7,584 shares of the company's stock worth $1,926,000 after purchasing an additional 1,289 shares during the period. Core Capital Management & Research inc. bought a new stake in shares of Johnson & Johnson in the 2nd quarter worth approximately $1,087,000. The Manufacturers Life Insurance Company lifted its stake in Johnson & Johnson by 5.1% in the second quarter. The Manufacturers Life Insurance Company now owns 3,746,452 shares of the company's stock valued at $951,486,000 after purchasing an additional 180,724 shares during the last quarter. Finally, Capstone Financial Advisors Inc. increased its position in Johnson & Johnson by 5.4% in the second quarter. Capstone Financial Advisors Inc. now owns 5,148 shares of the company's stock worth $1,307,000 after buying an additional 263 shares during the last quarter. 69.55% of the stock is currently owned by institutional investors.

Insider Transactions at Johnson & Johnson

In related news, EVP Vanessa Broadhurst sold 23,054 shares of the firm's stock in a transaction dated 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 transaction, the executive vice president directly owned 23,003 shares of the company's stock, valued at approximately $5,779,963.81. This trade represents a 50.06% decrease in their position. The sale was disclosed in a filing with the SEC, which is accessible through this link. Also, EVP Timothy Schmid sold 33,597 shares of the company's stock in a transaction that occurred on Wednesday, September 2nd. The stock was sold at an average price of $274.74, for a total value of $9,230,439.78. Following the completion of the sale, the executive vice president directly owned 25,447 shares of the company's stock, valued at approximately $6,991,308.78. This represents a 56.90% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold 87,569 shares of company stock worth $23,064,544 in the last three months. Insiders own 0.16% of the company's stock.

Johnson & Johnson Stock Up 0.1%

Shares of NYSE JNJ opened at $267.35 on Thursday. 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 business has a 50-day moving average of $263.25 and a 200-day moving average of $246.40. The firm has a market capitalization of $644.28 billion, a price-to-earnings ratio of 30.98, a PEG ratio of 2.55 and a beta of 0.24. Johnson & Johnson has a 12 month low of $173.33 and a 12 month high of $281.07.

Johnson & Johnson (NYSE:JNJ - Get Free Report) last announced its 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 business had revenue of $25.31 billion during 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 revenue for the quarter was up 6.6% on a year-over-year basis. During the same period in the previous year, the business posted $2.77 earnings per share. Johnson & Johnson has set its FY 2026 guidance at 11.600-11.750 EPS. Sell-side analysts expect that Johnson & Johnson will post 11.61 earnings per share for the current fiscal year.

Johnson & Johnson Announces Dividend

The business 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 annualized dividend and a yield of 2.0%. Johnson & Johnson's payout ratio is 62.11%.

Trending Headlines about Johnson & Johnson

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

• Positive Sentiment: Promising lung-cancer results strengthen J&J’s growth outlook. New Phase 2b and Phase 3 data showed that RYBREVANT-based combinations for EGFR-mutated non-small-cell lung cancer delivered improved tolerability, fewer treatment-related adverse events and longer reported overall survival. The results could support adoption of RYBREVANT and LAZCLUZE in first-line treatment. Johnson & Johnson Reports Stronger Survival Data in EGFR-Mutated Lung Cancer
• Positive Sentiment: Underlying business momentum remains resilient despite STELARA pressure. Management said sales increased 5.6% excluding the roughly 460-basis-point drag from STELARA, encouraging investors to focus on growth from the broader pharmaceutical and MedTech portfolios. The company previously reported quarterly revenue of $25.31 billion, up 6.6% year over year, and adjusted EPS above consensus. Should You Judge JNJ Stock Without STELARA?
• Positive Sentiment: Potential value creation from a DePuy Synthes sale is attracting investor interest. Apollo Global Management is reportedly considering acquiring J&J’s orthopedics business for close to $20 billion. A transaction could unlock value, sharpen J&J’s portfolio focus and provide capital for acquisitions or shareholder returns, although no deal has been announced. Apollo and J&J Face a High-Stakes Orthopedics Deal
• Neutral Sentiment: J&J remains viewed as a defensive, dividend-oriented healthcare holding. Its roughly 2% yield, recent outperformance and FY 2026 EPS guidance of $11.60–$11.75 support the investment case, but a valuation near 31 times earnings leaves less room for execution disappointments.
• Negative Sentiment: A partnered depression drug failed a key Phase 2 endpoint. Contineum Therapeutics said the MOONLIGHT-1 trial of JNJ-5120/PIPE-307 did not meet its primary efficacy goal in major depressive disorder. J&J is reviewing additional data, but the setback weakens the near-term pipeline contribution from the program. Johnson & Johnson-Partnered Contineum Depression Drug Fails Mid-Stage Trial
• Negative Sentiment: Reported insider activity shows executives have sold shares without any purchases during the past six months, a potentially cautionary sentiment signal, though such transactions may reflect diversification or scheduled sales rather than a fundamental view of JNJ.

Analyst Ratings Changes

JNJ has been the topic of several research reports. Argus set a $300.00 target price on Johnson & Johnson in a research note on Wednesday, July 29th. Freedom Capital raised Johnson & Johnson from a "hold" rating to a "strong-buy" rating in a report on Thursday, July 16th. HSBC upped their price objective on shares of Johnson & Johnson from $290.00 to $320.00 and gave the company a "buy" rating in a report on Thursday, September 10th. TD Cowen lifted their target price on shares of Johnson & Johnson from $250.00 to $300.00 and gave the stock a "buy" rating in a research note on Monday, July 13th. Finally, Johnson Rice restated a "buy" rating on shares of Johnson & Johnson in a research note 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 issued a Hold rating to the company. Based on data from MarketBeat, Johnson & Johnson currently has a consensus rating of "Moderate Buy" and a consensus price target of $274.13.

Johnson & Johnson Company 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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