UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC Sells 1,211,990 Shares of Johnson & Johnson $JNJ

Key Points

• UBS Asset Management reduced its Johnson & Johnson position by 6.2%, selling 1.21 million shares in the second quarter. It still held 18.42 million shares worth approximately $4.68 billion, representing 0.76% of J&J.
• Johnson & Johnson reported quarterly EPS of $2.90 and revenue of $25.31 billion, exceeding analyst estimates, while revenue increased 6.6% year over year. The company maintains 2026 EPS guidance of $11.60–$11.75 and pays a $1.34 quarterly dividend.
• Investor sentiment remains mixed: analysts maintain a “Moderate Buy” consensus with an average $272.83 price target, while insiders sold 97,569 shares worth about $25.5 million over the past three months.

UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC lowered its position in Johnson & Johnson (NYSE:JNJ - Free Report) by 6.2% during the 2nd quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The firm owned 18,416,123 shares of the company's stock after selling 1,211,990 shares during the quarter. Johnson & Johnson comprises about 0.9% of UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC's portfolio, making the stock its 19th largest position. UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC owned 0.76% of Johnson & Johnson worth $4,677,143,000 at the end of the most recent reporting period.

Several other institutional investors have also recently made changes to their positions in JNJ. Auto Owners Insurance Co lifted its stake in Johnson & Johnson by 22,225.6% in the fourth quarter. Auto Owners Insurance Co now owns 69,419,308 shares of the company's stock worth $1,436,633,000 after purchasing an additional 69,108,368 shares during the last quarter. Norges Bank bought a new position in shares of Johnson & Johnson during the fourth quarter valued at approximately $6,924,523,000. Capital World Investors purchased a new stake in shares of Johnson & Johnson in the fourth quarter worth approximately $2,005,942,000. Jupiter Topco LLC bought a new stake in shares of Johnson & Johnson during the 2nd quarter worth approximately $1,967,399,000. Finally, Diamant Asset Management Inc. grew its position in Johnson & Johnson by 24,436.5% in the 1st quarter. Diamant Asset Management Inc. now owns 4,473,008 shares of the company's stock valued at $109,338,000 after acquiring an additional 4,454,778 shares during the last quarter. Institutional investors own 69.55% of the company's stock.

Insiders Place Their Bets

In other news, EVP Timothy Schmid sold 33,597 shares of Johnson & Johnson stock in a transaction 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 transaction, the executive vice president directly owned 25,447 shares in the company, valued at approximately $6,991,308.78. This trade represents a 56.90% decrease in their position. The sale was disclosed in a legal filing with the SEC, which can be accessed through this hyperlink. Also, EVP Jennifer Taubert sold 15,000 shares of the company's stock in a transaction on Monday, August 17th. The stock was sold at an average price of $263.36, for a total value of $3,950,400.00. Following the sale, the executive vice president owned 194,451 shares of the company's stock, valued at $51,210,615.36. This trade represents a 7.16% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. In the last three months, insiders sold 97,569 shares of company stock worth $25,476,044. Insiders own 0.16% of the company's stock.

Key Stories 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

Johnson & Johnson Trading Down 2.3%

NYSE:JNJ opened at $269.04 on Wednesday. The firm has a 50-day simple moving average of $262.61 and a 200-day simple moving average of $245.47. Johnson & Johnson has a one year low of $173.33 and a one year high of $281.07. The firm has a market cap of $648.35 billion, a P/E ratio of 31.17, a P/E/G ratio of 2.63 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.

Johnson & Johnson (NYSE:JNJ - Get Free Report) last released its quarterly earnings data on Wednesday, July 15th. The company reported $2.90 earnings per share (EPS) 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 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 company's quarterly revenue was up 6.6% on a year-over-year basis. During the same period last year, the firm earned $2.77 earnings per share. 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 fiscal year.

Johnson & Johnson Dividend Announcement

The business also recently announced 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. This represents a $5.36 annualized dividend and a yield of 2.0%. The ex-dividend date of this dividend was Tuesday, August 25th. Johnson & Johnson's dividend payout ratio (DPR) is 62.11%.

Analyst Upgrades and Downgrades

A number of brokerages have recently issued reports on JNJ. Freedom Capital raised shares of Johnson & Johnson from a "hold" rating to a "strong-buy" rating in a research note on Thursday, July 16th. Royal Bank Of Canada raised their target price on shares of Johnson & Johnson from $265.00 to $287.00 and gave the stock an "outperform" rating in a research report on Monday, July 13th. Wall Street Zen lowered Johnson & Johnson from a "buy" rating to a "hold" rating in a report on Saturday, August 1st. Citigroup increased their price objective on Johnson & Johnson from $285.00 to $298.00 and gave the stock a "buy" rating in a research note on Wednesday, July 8th. Finally, HSBC set a $290.00 target price on Johnson & Johnson and gave the company a "buy" rating in a research report on Monday, July 6th. One investment 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 stock. According to MarketBeat.com, the company currently has an average rating of "Moderate Buy" and an average price target 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.

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