Allspring Global Investments Holdings LLC Grows Stake in Johnson & Johnson $JNJ

Allspring Global Investments Holdings LLC lifted its stake in Johnson & Johnson (NYSE:JNJ) by 2.7% in the 1st quarter, Holdings Channel.com reports. The institutional investor owned 621,348 shares of the company’s stock after acquiring an additional 16,128 shares during the quarter. Allspring Global Investments Holdings LLC’s holdings in Johnson & Johnson were worth $151,683,000 as of its most recent SEC filing.

Other large investors also recently bought and sold shares of the company. Vanguard Group Inc. boosted its stake in shares of Johnson & Johnson by 1.6% in the fourth quarter. Vanguard Group Inc. now owns 240,349,660 shares of the company’s stock valued at $49,740,362,000 after purchasing an additional 3,731,074 shares during the period. State Street Corp increased its stake in Johnson & Johnson by 1.3% during the 4th quarter. State Street Corp now owns 133,869,843 shares of the company’s stock worth $27,704,364,000 after buying an additional 1,663,782 shares during the period. Auto Owners Insurance Co increased its stake in 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 worth $1,436,633,000 after buying an additional 69,108,368 shares during the period. Geode Capital Management LLC boosted its position in Johnson & Johnson by 3.1% in the 4th quarter. Geode Capital Management LLC now owns 57,953,747 shares of the company’s stock valued at $11,967,947,000 after buying an additional 1,738,292 shares during the last quarter. Finally, Norges Bank purchased a new position in Johnson & Johnson in the fourth quarter valued at about $6,924,523,000. Institutional investors and hedge funds own 69.55% of the company’s stock.

Johnson & Johnson News Roundup

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

• Positive Sentiment: Johnson & Johnson beat Q2 earnings and revenue estimates, showing solid demand and execution in its core business. J&J Stock Falls Despite Strong Q2 Beat & Higher 2026 View: Here’s Why
• Positive Sentiment: The company raised its 2026 guidance after the report, reinforcing confidence in its growth outlook and pipeline momentum. Johnson & Johnson Raises 2026 Outlook After Q2 Earnings Beat
• Positive Sentiment: Guggenheim reaffirmed its Buy rating and set a $270 price target, signaling continued analyst confidence. Benzinga article on Guggenheim rating reaffirmation
• Positive Sentiment: Some market commentary suggests the post-earnings pullback could be an opportunity to buy JNJ on strength after a run to 52-week highs. Why Johnson and Johnson’s Earnings Dip Looks Like a Buying Opportunity
• Neutral Sentiment: Investors are also digesting the full Q2 earnings call transcript and several commentary pieces framing the company’s growth beyond legacy drugs and its collaboration announcements. Full Transcript: Johnson & Johnson Q2 2026 Earnings Call
• Negative Sentiment: Despite the earnings beat, the stock fell because MedTech results missed expectations, creating concern that one important division is lagging behind the company’s otherwise solid performance. J&J Stock Falls Despite Strong Q2 Beat & Higher 2026 View: Here’s Why

Insider Transactions at Johnson & Johnson

In other Johnson & Johnson news, EVP Kathryn E. Wengel sold 10,000 shares of the firm’s stock in a transaction dated Thursday, June 11th. The shares were sold at an average price of $241.15, for a total transaction of $2,411,500.00. Following the transaction, the executive vice president owned 114,288 shares of the company’s stock, valued at approximately $27,560,551.20. This trade represents a 8.05% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available at this hyperlink. 0.16% of the stock is owned by corporate insiders.

Wall Street Analyst Weigh In

JNJ has been the subject of a number of research analyst reports. Argus lifted their price target on shares of Johnson & Johnson from $240.00 to $275.00 and gave the stock a “buy” rating in a research note on Thursday, April 16th. Freedom Capital raised shares of Johnson & Johnson from a “hold” rating to a “strong-buy” rating in a report on Thursday. Morgan Stanley boosted their target price on shares of Johnson & Johnson from $284.00 to $294.00 and gave the stock an “overweight” rating in a research report on Thursday. Guggenheim restated a “buy” rating and issued a $270.00 target price on shares of Johnson & Johnson in a research note on Friday. Finally, Wells Fargo & Company increased their price target on shares of Johnson & Johnson from $263.00 to $272.00 and gave the stock an “overweight” rating in a research report on Thursday. One research analyst has rated the stock with a Strong Buy rating, nineteen have issued a Buy rating and six have given a Hold rating to the company. Based on data from MarketBeat.com, the company presently has an average rating of “Moderate Buy” and an average target price of $265.30.

Johnson & Johnson Trading Up 1.2%

Shares of NYSE JNJ opened at $252.93 on Friday. Johnson & Johnson has a 12-month low of $162.78 and a 12-month high of $269.43. The company has a market cap of $608.86 billion, a price-to-earnings ratio of 29.31, a price-to-earnings-growth ratio of 2.39 and a beta of 0.24. The company has a current ratio of 1.03, a quick ratio of 0.77 and a debt-to-equity ratio of 0.46. The stock’s 50 day simple moving average is $239.82 and its 200 day simple moving average is $234.63.

Johnson & Johnson (NYSE:JNJ) last released its quarterly earnings results on Wednesday, July 15th. The company reported $2.90 EPS for the quarter, topping the consensus estimate of $2.84 by $0.06. Johnson & Johnson had a net margin of 21.48% and a return on equity of 32.86%. The business had revenue of $25.31 billion during the quarter, compared to analyst estimates of $25.06 billion. During the same quarter in the prior year, the firm earned $2.77 earnings per share. The company’s quarterly 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. Equities research analysts expect that Johnson & Johnson will post 11.68 EPS for the current year.

Johnson & Johnson Announces Dividend

The firm also recently declared a quarterly dividend, which will be paid on Tuesday, September 8th. Stockholders of record on Tuesday, August 25th will be paid a $1.34 dividend. The ex-dividend date of this dividend is Tuesday, August 25th. This represents a $5.36 annualized dividend and a dividend yield of 2.1%. Johnson & Johnson’s dividend payout ratio is presently 62.11%.

Johnson & Johnson Profile

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.