Van ECK Associates Corp Has $163.69 Million Stake in Johnson & Johnson $JNJ

Key Points

• Van ECK Associates reduced its Johnson & Johnson position by 12.5% in the second quarter, selling 92,308 shares and retaining 644,520 shares valued at approximately $163.69 million. Institutional investors and hedge funds own 69.55% of JNJ.
• Analysts maintain a favorable outlook, with JNJ receiving a “Moderate Buy” consensus rating and an average price target of $272.83. Recent targets range from $265 to $305.
• Johnson & Johnson exceeded quarterly expectations, reporting $2.90 in adjusted EPS and $25.31 billion in revenue, while reaffirming 2026 EPS guidance of $11.60–$11.75. The company also paid a quarterly dividend of $1.34, equivalent to a 2.0% annualized yield.

Van ECK Associates Corp decreased its position in Johnson & Johnson (NYSE:JNJ - Free Report) by 12.5% during the 2nd quarter, according to its most recent filing with the SEC. The institutional investor owned 644,520 shares of the company's stock after selling 92,308 shares during the period. Van ECK Associates Corp's holdings in Johnson & Johnson were worth $163,689,000 as of its most recent filing with the SEC.

Other large investors also recently modified their holdings of the company. Silver Coast Investments LLC grew its stake in shares of Johnson & Johnson by 3.8% in the second quarter. Silver Coast Investments LLC now owns 1,066 shares of the company's stock valued at $271,000 after buying an additional 39 shares in the last quarter. Townsend Asset Management Corp NC ADV boosted its holdings in shares of Johnson & Johnson by 0.6% during the 2nd quarter. Townsend Asset Management Corp NC ADV now owns 6,418 shares of the company's stock worth $1,630,000 after buying an additional 39 shares during the period. Denali Advisors LLC lifted its position in Johnson & Johnson by 1.2% during the second quarter. Denali Advisors LLC now owns 3,305 shares of the company's stock worth $839,000 after acquiring an additional 40 shares during the last quarter. Sierra Capital LLC boosted its holdings in shares of Johnson & Johnson by 0.5% during the fourth quarter. Sierra Capital LLC now owns 8,144 shares of the company's stock worth $1,685,000 after acquiring an additional 41 shares during the period. Finally, Beaird Harris Wealth Management LLC increased its stake in shares of Johnson & Johnson by 1.8% during the fourth quarter. Beaird Harris Wealth Management LLC now owns 2,422 shares of the company's stock worth $501,000 after purchasing an additional 42 shares during the period. 69.55% of the stock is currently owned by institutional investors and hedge funds.

Analyst Ratings Changes

JNJ has been the topic of several recent research reports. The Goldman Sachs Group reiterated a "buy" rating and set a $282.00 price objective on shares of Johnson & Johnson in a research report on Thursday, July 16th. Citigroup boosted their price target on Johnson & Johnson from $285.00 to $298.00 and gave the company a "buy" rating in a research note on Wednesday, July 8th. Leerink Partners raised Johnson & Johnson from a "market perform" rating to an "outperform" rating and set a $265.00 price objective for the company in a report on Wednesday, May 13th. Scotiabank restated an "outperform" rating and issued a $305.00 price target on shares of Johnson & Johnson in a research report on Thursday, July 16th. Finally, Morgan Stanley increased their price objective on shares of Johnson & Johnson from $284.00 to $294.00 and gave the stock an "overweight" rating in a research note on Thursday, July 16th. One 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 stock. Based on data from MarketBeat.com, Johnson & Johnson presently has an average rating of "Moderate Buy" and an average price target of $272.83.

More Johnson & Johnson News

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 Stock Down 2.3%

Shares of JNJ opened at $269.04 on Wednesday. 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 has a 52 week low of $173.33 and a 52 week high of $281.07. The stock has a market capitalization of $648.35 billion, a price-to-earnings ratio of 31.17, a PEG ratio of 2.63 and a beta of 0.24. The stock has a fifty day moving average of $262.61 and a 200-day moving average of $245.47.

Johnson & Johnson (NYSE:JNJ - Get Free Report) last issued its 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 return on equity of 32.42% and a net margin of 21.48%.The business had revenue of $25.31 billion during the quarter, compared to analysts' expectations of $25.06 billion. During the same quarter in the prior year, the firm earned $2.77 EPS. The business's revenue for the quarter was up 6.6% compared to the same quarter last year. Johnson & Johnson has set its FY 2026 guidance at 11.600-11.750 EPS. As a group, sell-side analysts anticipate that Johnson & Johnson will post 11.61 earnings per share for the current fiscal year.

Johnson & Johnson Dividend Announcement

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

Insider Buying and Selling at Johnson & Johnson

In other Johnson & Johnson news, EVP Elizabeth Forminard sold 15,918 shares of the business's stock in a transaction that occurred on Thursday, August 6th. The shares were sold at an average price of $257.00, for a total transaction of $4,090,926.00. Following the sale, the executive vice president directly owned 16,994 shares of the company's stock, valued at $4,367,458. The trade was a 48.37% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which can be accessed through this link. Also, EVP Jennifer Taubert sold 15,000 shares of the company's stock in a transaction that occurred on Monday, August 17th. The shares were sold at an average price of $263.36, for a total transaction of $3,950,400.00. Following the completion of the transaction, the executive vice president owned 194,451 shares of the company's stock, valued at approximately $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. Insiders sold 97,569 shares of company stock worth $25,476,044 over the last quarter. Insiders own 0.16% of the company's stock.

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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