Willis Investment Counsel Has $78.60 Million Stake in Johnson & Johnson $JNJ

Willis Investment Counsel raised its holdings in Johnson & Johnson (NYSE:JNJ) by 6.9% during the 2nd quarter, according to its most recent disclosure with the Securities & Exchange Commission. The firm owned 309,486 shares of the company’s stock after buying an additional 20,068 shares during the period. Johnson & Johnson comprises approximately 3.7% of Willis Investment Counsel’s investment portfolio, making the stock its 2nd biggest holding. Willis Investment Counsel’s holdings in Johnson & Johnson were worth $78,600,000 at the end of the most recent quarter.

Other hedge funds also recently made changes to their positions in the company. Brighton Jones LLC lifted its holdings in Johnson & Johnson by 13.9% during the 4th quarter. Brighton Jones LLC now owns 51,876 shares of the company’s stock valued at $7,502,000 after purchasing an additional 6,332 shares during the last quarter. United Bank increased its holdings in shares of Johnson & Johnson by 110.7% in the first quarter. United Bank now owns 9,279 shares of the company’s stock valued at $1,539,000 after purchasing an additional 4,876 shares during the last quarter. Sivia Capital Partners LLC raised its position in shares of Johnson & Johnson by 13.4% in the second quarter. Sivia Capital Partners LLC now owns 5,863 shares of the company’s stock valued at $896,000 after purchasing an additional 692 shares during the period. Wealth Group Ltd. lifted its stake in shares of Johnson & Johnson by 12.8% during the 2nd quarter. Wealth Group Ltd. now owns 1,482 shares of the company’s stock worth $226,000 after buying an additional 168 shares during the last quarter. Finally, Schnieders Capital Management LLC. lifted its stake in shares of Johnson & Johnson by 9.8% during the 2nd quarter. Schnieders Capital Management LLC. now owns 73,680 shares of the company’s stock worth $11,255,000 after buying an additional 6,584 shares during the last quarter. 69.55% of the stock is owned by institutional investors and hedge funds.

Key Johnson & Johnson News

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

• Positive Sentiment: The FDA granted 510(k) clearance for the MONARCH QUEST 3 robotic bronchoscopy update. The system adds artificial-intelligence-powered planning, navigation and imaging capabilities, strengthening J&J’s position in the expanding robotic-assisted medical-procedure market. Johnson & Johnson Wins FDA 510(k) Clearance for MONARCH QUEST 3 Update
• Positive Sentiment: The European Commission approved TECVAYLI combined with daratumumab for relapsed or refractory multiple myeloma. The decision was supported by Phase 3 results showing statistically significant progression-free and overall-survival improvements versus standard treatments, potentially expanding sales of J&J’s oncology portfolio. European Commission approves Johnson & Johnson’s TECVAYLI plus daratumumab
• Positive Sentiment: Analysts continue to favor J&J as a dividend-focused healthcare investment, citing its diversified operations and pipeline strength. Recent quarterly results also showed adjusted earnings and revenue ahead of consensus, with revenue up 6.6% year over year and full-year 2026 earnings guidance maintained at $11.60–$11.75 per share. Merck vs. J&J: Which Healthcare Giant Should Investors Choose?
• Neutral Sentiment: J&J’s potential interest in Seaport Therapeutics highlights continued investor focus on neuroscience and business-development opportunities, but no transaction has been announced. Why Bristol Myers, Johnson & Johnson and More Are Watching Seaport After IPO
• Negative Sentiment: Patent-protection losses remain a longer-term risk for several established drugs, although new medicines and recent approvals could help offset declining legacy-product sales. Johnson & Johnson Just Sent Shareholders an Important Message About Its Future

Analysts Set New Price Targets

JNJ has been the topic of a number of research reports. Freedom Capital upgraded shares of Johnson & Johnson from a “hold” rating to a “strong-buy” rating in a research note on Thursday, July 16th. Citigroup boosted their price objective on Johnson & Johnson from $285.00 to $298.00 and gave the stock a “buy” rating in a report on Wednesday, July 8th. TD Cowen upped their target price on Johnson & Johnson from $250.00 to $300.00 and gave the company a “buy” rating in a research report on Monday, July 13th. Wells Fargo & Company increased their target price on Johnson & Johnson from $272.00 to $282.00 and gave the stock an “overweight” rating in a research note on Monday, August 3rd. Finally, Morgan Stanley boosted their price target on Johnson & Johnson from $284.00 to $294.00 and gave the company an “overweight” rating in a research note on Thursday, July 16th. One equities research analyst has rated the stock with a Strong Buy rating, eighteen have assigned a Buy rating and six have assigned a Hold rating to the company. Based on data from MarketBeat, Johnson & Johnson currently has an average rating of “Moderate Buy” and an average price target of $268.22.

Johnson & Johnson Stock Up 0.2%

Shares of JNJ opened at $270.69 on Monday. The company has a current ratio of 1.09, a quick ratio of 0.81 and a debt-to-equity ratio of 0.44. Johnson & Johnson has a 12 month low of $173.33 and a 12 month high of $276.47. The firm’s 50 day moving average is $255.08 and its 200-day moving average is $242.80. The stock has a market capitalization of $652.34 billion, a PE ratio of 31.37, a P/E/G ratio of 2.58 and a beta of 0.24.

Johnson & Johnson (NYSE:JNJ) last issued 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. 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 period in the previous year, the company posted $2.77 earnings per share. The firm’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. Equities research analysts forecast that Johnson & Johnson will post 11.61 EPS for the current year.

Johnson & Johnson Announces Dividend

The business also recently announced a quarterly dividend, which will be paid on Tuesday, September 8th. Stockholders of record on Tuesday, August 25th will be issued a dividend of $1.34 per share. This represents a $5.36 annualized dividend and a dividend yield of 2.0%. The ex-dividend date of this dividend is Tuesday, August 25th. Johnson & Johnson’s dividend payout ratio is 62.11%.

Insider Buying and Selling

In other Johnson & Johnson news, EVP Elizabeth Forminard sold 15,918 shares of the stock in a transaction dated 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 in the company, valued at $4,367,458. This represents a 48.37% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which is available at the SEC website. Also, EVP Jennifer L. Taubert sold 15,000 shares of the firm’s stock in a transaction dated 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 directly owned 194,451 shares in the company, valued at approximately $51,210,615.36. This represents a 7.16% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. In the last 90 days, insiders sold 63,972 shares of company stock valued at $16,245,605. Company insiders own 0.16% of the company’s stock.

About Johnson & Johnson

Johnson & Johnson is a multinational healthcare company headquartered in New Brunswick, New Jersey, that develops, manufactures and markets a broad range of products across pharmaceuticals, medical devices and previously consumer health. Founded in 1886 by the Johnson family, the company has grown into a global healthcare organization with operations and sales in many countries around the world.

The company’s pharmaceuticals business, organized largely under its Janssen research and development organization, focuses on prescription medicines across therapeutic areas such as immunology, infectious disease, oncology and neuroscience.