Andra AP fonden Cuts Stake in Johnson & Johnson $JNJ

Andra AP fonden lessened its stake in shares of Johnson & Johnson (NYSE:JNJ) by 11.2% in the second quarter, according to its most recent Form 13F filing with the SEC. The fund owned 353,177 shares of the company’s stock after selling 44,700 shares during the period. Johnson & Johnson comprises about 1.0% of Andra AP fonden’s holdings, making the stock its 17th biggest position. Andra AP fonden’s holdings in Johnson & Johnson were worth $89,696,000 as of its most recent filing with the SEC.

Other hedge funds and other institutional investors have also recently added to or reduced their stakes in the company. National Pension Service lifted its position in shares of Johnson & Johnson by 1.3% during the 2nd quarter. National Pension Service now owns 5,226,968 shares of the company’s stock valued at $1,327,493,000 after buying an additional 67,484 shares during the last quarter. IFP Advisors Inc increased its holdings in Johnson & Johnson by 8.8% in the 2nd quarter. IFP Advisors Inc now owns 38,760 shares of the company’s stock worth $9,844,000 after acquiring an additional 3,133 shares during the last quarter. Elefante Mark B raised its stake in Johnson & Johnson by 9.8% in the 2nd quarter. Elefante Mark B now owns 28,686 shares of the company’s stock valued at $7,285,000 after acquiring an additional 2,563 shares during the period. Signal Advisors Wealth LLC lifted its holdings in Johnson & Johnson by 76.1% during the first quarter. Signal Advisors Wealth LLC now owns 15,126 shares of the company’s stock valued at $3,697,000 after purchasing an additional 6,539 shares during the last quarter. Finally, Gradient Investments LLC boosted its position in Johnson & Johnson by 9.9% during the second quarter. Gradient Investments LLC now owns 152,831 shares of the company’s stock worth $38,815,000 after purchasing an additional 13,737 shares during the period. 69.55% of the stock is currently owned by hedge funds and other institutional investors.

More Johnson & Johnson News

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

• Positive Sentiment: Caplyta produced positive Phase 3 results in bipolar mania. J&J said the drug met its primary endpoint, significantly reducing manic symptoms versus placebo by Week 3, with improvement visible as early as Day 3. The result could expand Caplyta beyond its current indications and strengthen the strategic rationale for J&J’s $14.6 billion acquisition of Intra-Cellular Therapies. Regulatory approval and commercial execution remain necessary before the opportunity becomes revenue. Reuters Caplyta bipolar mania study
• Positive Sentiment: J&J received European approval for ICOTYDE in plaque psoriasis, adding another potential growth driver to its immunology portfolio and supporting expectations for continued pharmaceutical expansion. EU ICOTYDE approval
• Positive Sentiment: Plans to divest the DePuy Synthes orthopedics business are boosting optimism about a more focused J&J. Reports suggest the unit could be sold for roughly $20 billion, allowing J&J to reduce exposure to slower-growing operations, improve profitability and redeploy capital toward higher-growth pharmaceuticals. DePuy Synthes divestiture report
• Neutral Sentiment: The Caplyta news is promising but still carries development risk. J&J must obtain regulatory clearance, demonstrate durable benefits and convert the expanded indication into meaningful sales; the trial’s three-week duration does not yet establish longer-term commercial performance. Caplyta expansion path

Insiders Place Their Bets

In related news, EVP Timothy Schmid sold 33,597 shares of the company’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 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 represents a 56.90% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through the SEC website. Also, EVP Vanessa Broadhurst sold 23,054 shares of Johnson & Johnson stock in a transaction that occurred on Monday, July 20th. The shares were sold at an average price of $251.27, for a total transaction of $5,792,778.58. Following the sale, the executive vice president owned 23,003 shares of the company’s stock, valued at approximately $5,779,963.81. The trade was a 50.06% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders sold a total of 87,569 shares of company stock worth $23,064,544 over the last three months. Company insiders own 0.16% of the company’s stock.

Johnson & Johnson Price Performance

NYSE:JNJ traded down $1.24 during trading hours on Tuesday, hitting $268.23. The stock had a trading volume of 1,982,335 shares, compared to its average volume of 8,022,697. The company has a 50 day simple moving average of $263.99 and a two-hundred day simple moving average of $246.86. The firm has a market capitalization of $646.40 billion, a price-to-earnings ratio of 31.07, a P/E/G ratio of 2.58 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 one year low of $174.83 and a one year high of $281.07.

Johnson & Johnson (NYSE:JNJ) last issued its quarterly earnings data 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. The company 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 firm’s revenue was up 6.6% compared to the same quarter last year. During the same quarter last year, the business posted $2.77 earnings per share. Johnson & Johnson has set its FY 2026 guidance at 11.600-11.750 EPS. Research analysts forecast that Johnson & Johnson will post 11.61 earnings per share for the current fiscal year.

Johnson & Johnson Dividend Announcement

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

Analyst Upgrades and Downgrades

JNJ has been the topic of several research reports. Weiss Ratings raised shares of Johnson & Johnson from a “buy (b-)” rating to a “buy (b)” rating in a research report on Friday, July 24th. Wells Fargo & Company lifted their price objective on shares of Johnson & Johnson from $272.00 to $282.00 and gave the company an “overweight” rating in a research note on Monday, August 3rd. Stifel Nicolaus set a $260.00 target price on Johnson & Johnson in a research report on Wednesday, July 15th. Royal Bank Of Canada raised their price target on Johnson & Johnson from $265.00 to $287.00 and gave the stock an “outperform” rating in a report on Monday, July 13th. Finally, TD Cowen raised their target price on Johnson & Johnson from $250.00 to $300.00 and gave the stock a “buy” rating in a research note on Monday, July 13th. One research analyst has rated the stock with a Strong Buy rating, eighteen have assigned a Buy rating and six have issued a Hold rating to the company’s stock. According to MarketBeat, Johnson & Johnson 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.