Johnson & Johnson $JNJ Holdings Trimmed by American National Bank & Trust

American National Bank & Trust decreased its holdings in shares of Johnson & Johnson (NYSE:JNJ) by 4.6% during the third quarter, HoldingsChannel.com reports. The institutional investor owned 86,500 shares of the company’s stock after selling 4,125 shares during the quarter. Johnson & Johnson makes up 2.0% of American National Bank & Trust’s investment portfolio, making the stock its 13th largest position. American National Bank & Trust’s holdings in Johnson & Johnson were worth $22,900,000 as of its most recent filing with the Securities and Exchange Commission.

Other large investors also recently made changes to their positions in the company. Auto Owners Insurance Co boosted its stake in shares of Johnson & Johnson by 22,225.6% during the 4th quarter. Auto Owners Insurance Co now owns 69,419,308 shares of the company’s stock valued at $1,436,633,000 after buying an additional 69,108,368 shares during the period. Jupiter Topco LLC bought a new position in shares of Johnson & Johnson during the 2nd quarter valued at $1,967,399,000. Diamant Asset Management Inc. increased its position in Johnson & Johnson by 24,436.5% during the first quarter. Diamant Asset Management Inc. now owns 4,473,008 shares of the company’s stock worth $109,338,000 after buying an additional 4,454,778 shares during the last quarter. Corient Private Wealth LP boosted its stake in shares of Johnson & Johnson by 127.3% during the 2nd quarter. Corient Private Wealth LP now owns 6,060,922 shares of the company’s stock worth $1,539,292,000 after acquiring an additional 3,393,981 shares in the last quarter. Finally, Wellington Management Group LLP raised its stake in shares of Johnson & Johnson by 12.5% in the 2nd quarter. Wellington Management Group LLP now owns 22,588,696 shares of the company’s stock valued at $5,736,851,000 after acquiring an additional 2,513,321 shares in the last quarter. Institutional investors and hedge funds own 69.55% of the company’s stock.

Trending Headlines about Johnson & Johnson

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

• Positive Sentiment: Analyst support: Guggenheim reaffirmed its “Buy” rating and set a $287 price target, implying roughly 10% upside from recent levels. RBC Capital also maintained its “Buy” rating. RBC Capital Keeps Their Buy Rating on Johnson & Johnson
• Positive Sentiment: Oncology pipeline progress: J&J reported that its Tecvayli-Talvey combination reduced the relative risk of disease progression or death by 89% and the risk of death by 62% in relapsed or refractory multiple myeloma. The results could support broader or earlier use of the combination, although it remains an investigational treatment. 2026 Cancer Treatment Advances
• Positive Sentiment: ICOTYDE durability: Two-year Phase 3 data showed that J&J’s oral psoriasis treatment maintained skin clearance and consistent safety through Week 112, strengthening its potential as a targeted alternative for difficult-to-treat areas. ICOTYDE Long-Term Psoriasis Data
• Positive Sentiment: Dividend appeal: J&J has recorded 64 consecutive years of dividend increases, reinforcing its reputation as a defensive income stock and potentially attracting investors amid market volatility. Johnson & Johnson Dividend Royalty Status
• Neutral Sentiment: Upcoming earnings: Investors are assessing whether Innovative Medicines growth can offset a recent MedTech slowdown, while the company’s next quarterly report approaches. Vision, Orthopedics and Surgery could support a second-half recovery, but competitive pressure remains.
• Negative Sentiment: Longer-term risks: Analysts and commentators continue to flag biosimilar competition, a roughly $4 billion 2027 patent cliff, MedTech headwinds and unresolved talc litigation. These issues could constrain growth and valuation even with strong dividend reliability.

Johnson & Johnson Trading Up 2.1%

Shares of JNJ stock traded up $5.41 on Wednesday, hitting $260.19. The stock had a trading volume of 2,000,223 shares, compared to its average volume of 7,963,346. The firm has a market cap of $627.03 billion, a P/E ratio of 30.16, a PEG ratio of 2.48 and a beta of 0.21. Johnson & Johnson has a twelve month low of $184.66 and a twelve month high of $281.07. 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 company has a fifty day moving average price of $265.86 and a two-hundred day moving average price of $248.63.

Johnson & Johnson (NYSE:JNJ) last posted its earnings results 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. Johnson & Johnson had a return on equity of 32.42% and a net margin of 21.48%.The firm 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 firm earned $2.77 earnings per share. The company’s revenue was up 6.6% on a year-over-year basis. Johnson & Johnson has set its FY 2026 guidance at 11.600-11.750 EPS. As a group, analysts forecast that Johnson & Johnson will post 11.54 earnings per share for the current fiscal year.

Johnson & Johnson Announces Dividend

The company also recently disclosed a quarterly dividend, which was paid on Tuesday, September 8th. Investors of record on Tuesday, August 25th were issued a dividend of $1.34 per share. The ex-dividend date was Tuesday, August 25th. This represents a $5.36 dividend on an annualized basis and a dividend yield of 2.1%. Johnson & Johnson’s dividend payout ratio (DPR) is presently 62.11%.

Analysts Set New Price Targets

A number of equities research analysts have issued reports on the stock. The Goldman Sachs Group restated a “buy” rating and set a $282.00 price target on shares of Johnson & Johnson in a report on Thursday, July 16th. Royal Bank Of Canada increased their price target on shares of Johnson & Johnson from $287.00 to $290.00 and gave the stock an “outperform” rating in a research report on Tuesday. Freedom Capital raised shares of Johnson & Johnson from a “hold” rating to a “strong-buy” rating in a report on Thursday, July 16th. Guggenheim reissued a “buy” rating and issued a $287.00 price objective on shares of Johnson & Johnson in a research note on Wednesday. Finally, Weiss Ratings upgraded Johnson & Johnson from a “buy (b-)” rating to a “buy (b)” rating in a research report on Friday, July 24th. One equities 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. Based on data from MarketBeat.com, Johnson & Johnson presently has an average rating of “Moderate Buy” and an average price target of $276.22.

Insider Transactions at Johnson & Johnson

In related news, EVP Vanessa Broadhurst sold 23,054 shares of the stock in a transaction 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 completion of the transaction, the executive vice president owned 23,003 shares in the company, valued at approximately $5,779,963.81. This represents a 50.06% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which can be accessed through this hyperlink. Also, EVP Elizabeth Forminard sold 15,918 shares of the business’s stock in a transaction dated Thursday, August 6th. The stock was 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 trade represents a 48.37% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Over the last quarter, insiders have sold 87,569 shares of company stock worth $23,064,544. 0.16% of the stock is currently owned by insiders.

Johnson & Johnson Company Profile

Johnson & Johnson (NYSE: JNJ) is a global healthcare company that develops, manufactures and markets products through two primary business segments: Innovative Medicine and MedTech. Its operations serve patients, healthcare professionals and consumers in markets around the world.

The Innovative Medicine segment focuses on prescription medicines in areas including immunology, oncology, neuroscience, cardiovascular and metabolic disease, infectious diseases, and pulmonary hypertension.