Orthopedics deal buzz: Social media chatter highlights Apollo Global Management's reported interest in Johnson & Johnson's orthopedics unit, potentially valued at $20 billion. Investors note the stock's 2% rise following the news. Discussions emphasize how such a move could unlock value for shareholders.
Clinical trial setback: Recent posts discuss a phase 2 trial miss for a Johnson & Johnson depression drug candidate partnered with Contineum. This development has tempered enthusiasm in some corners of the conversation. Analysts on social media are weighing the impact on the company's pipeline.
Long-term performance: Users point to Johnson & Johnson's historical outperformance against the S&P 500 over 15 years as a reason for continued interest. The stock is viewed as a stable healthcare play amid market volatility. Sentiment remains focused on strategic shifts in MedTech.
Note: This discussion summary was generated from an AI condensation of post data.
Johnson & Johnson Insider Trading Activity
Johnson & Johnson insiders have traded $JNJ stock on the open market 11 times in the past 6 months. Of those trades, 0 have been purchases and 11 have been sales.
Here’s a breakdown of recent trading of $JNJ stock by insiders over the last 6 months:
- JOAQUIN DUATO (CEO and Chairman of the Board) has made 0 purchases and 4 sales selling 171,771 shares for an estimated $44,714,937.
- TIMOTHY SCHMID (EVP, WW Chair, MedTech) has made 0 purchases and 2 sales selling 33,597 shares for an estimated $9,230,439.
- VANESSA BROADHURST (EVP, Global Corp Affairs) sold 23,054 shares for an estimated $5,792,686
- ELIZABETH FORMINARD (EVP, Chief Legal Officer) has made 0 purchases and 2 sales selling 15,918 shares for an estimated $4,090,959.
- JENNIFER L TAUBERT (EVP, WWC. Innovative Medicine) sold 15,000 shares for an estimated $3,950,400
- KATHRYN E WENGEL (EVP, Chief TO and Risk Officer) sold 10,000 shares for an estimated $2,411,500
To track insider transactions, check out Quiver Quantitative's insider trading dashboard. You can access data on insider stock transactions through the Quiver Quantitative API insider transaction endpoint.
Johnson & Johnson Revenue
Johnson & Johnson had revenues of $25.3B in Q2 2026. This is an increase of 6.6% from the same period in the prior year.
You can track JNJ financials on Quiver Quantitative's JNJ stock page.
You can access data on JNJ stock through the Quiver Quantitative API.
Johnson & Johnson Congressional Stock Trading
Members of Congress have traded $JNJ stock 12 times in the past 6 months. Of those trades, 3 have been purchases and 9 have been sales.
Here’s a breakdown of recent trading of $JNJ stock by members of Congress over the last 6 months:
- REPRESENTATIVE THOMAS H. KEAN, JR. has traded it 4 times. They made 0 purchases and 4 sales worth up to $60,000 on 08/27, 06/29, 06/02, 03/26.
- SENATOR JOHN BOOZMAN has traded it 2 times. They made 0 purchases and 2 sales worth up to $30,000 on 08/20, 03/19.
- REPRESENTATIVE RICHARD MCCORMICK has traded it 3 times. They made 0 purchases and 3 sales worth up to $45,000 on 07/30, 03/19.
- REPRESENTATIVE LLOYD DOGGETT purchased up to $15,000 on 06/09.
- SENATOR ALAN ARMSTRONG has traded it 2 times. They made 2 purchases worth up to $65,000 on 03/30, 03/27 and 0 sales.
To track congressional stock trading, check out Quiver Quantitative's congressional trading dashboard. You can access data on congressional stock trades through the Quiver Quantitative API Congress trades endpoint.
Johnson & Johnson Hedge Fund Activity
We have seen 2,251 institutional investors add shares of Johnson & Johnson stock to their portfolio, and 2,157 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- JPMORGAN CHASE & CO added 58,301,609 shares (+inf%) to their portfolio in Q2 2026, for an estimated $14,806,859,637
- SIXTH STREET PARTNERS MANAGEMENT COMPANY, L.P. added 19,126,165 shares (+inf%) to their portfolio in Q2 2026, for an estimated $4,857,472,125
- GQG PARTNERS LLC removed 7,292,131 shares (-99.7%) from their portfolio in Q2 2026, for an estimated $1,851,982,510
- HIGHTOWER ADVISORS, LLC added 6,535,453 shares (+165.5%) to their portfolio in Q1 2026, for an estimated $1,594,160,373
- PRICE T ROWE ASSOCIATES INC /MD/ added 6,505,745 shares (+39.4%) to their portfolio in Q2 2026, for an estimated $1,652,264,057
- DIAMANT ASSET MANAGEMENT, INC. removed 4,454,805 shares (-99.6%) from their portfolio in Q2 2026, for an estimated $1,131,386,825
- FISHER ASSET MANAGEMENT, LLC added 4,043,445 shares (+43.6%) to their portfolio in Q2 2026, for an estimated $1,026,913,726
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard. You can access data on hedge funds moves and 13F filings through the Quiver Quantitative API 13F endpoint.
Johnson & Johnson Government Contracts
We have seen $38,004,881 of award payments to $JNJ over the last year.
Here are some of the awards which we have have seen pay out the most over the last year:
- 4569579217!4.5MM LCP PROXIMAL FEMUR: $471,086
- 4571008411!3.5 VOLT(TM) STRAIGHT PLATE 18H/L241MM: $371,238
- 4570981518!VA LOCKING HAND INSTRUMENT: $271,776
- 4569589297!3.5/4.0 IMPLANT & INST SET: $210,632
- 4571030678!MATRIXORTHOGNATHIC PLATING: $205,037
To track government contracts to publicy traded companies, check out Quiver Quantitative's government contracts dashboard. You can access data on government contracts through the Quiver Quantitative API government contracts endpoint.
Johnson & Johnson Price Targets
Multiple analysts have issued price targets for $JNJ recently. We have seen 9 analysts offer price targets for $JNJ in the last 6 months, with a median target of $263.0.
Here are some recent targets:
- Joanne Wuensch from Citigroup set a target price of $298.0 on 07/08/2026
- Terence Flynn from Morgan Stanley set a target price of $284.0 on 07/08/2026
- Vamil Divan from Guggenheim set a target price of $270.0 on 06/26/2026
- David Risinger from Leerink Partners set a target price of $265.0 on 05/13/2026
- Larry Biegelsen from Wells Fargo set a target price of $263.0 on 04/15/2026
- Rick Wise from Stifel set a target price of $250.0 on 04/15/2026
- Matt Miksic from Barclays set a target price of $255.0 on 04/15/2026
This article is not financial advice. See Quiver Quantitative's disclaimers for more information. Note that there may be inaccuracies due to mistakes in ticker-mapping, and other anomalies.
