Johnson & Johnson (NYSE:JNJ) Shares Down 1.9% – Should You Sell?

Johnson & Johnson (NYSE:JNJ)’s stock price traded down 1.9% during trading on Tuesday . The stock traded as low as $224.70 and last traded at $226.2070. 10,941,982 shares were traded during trading, an increase of 26% from the average session volume of 8,667,540 shares. The stock had previously closed at $230.69.

Key Headlines Impacting Johnson & Johnson

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

• Positive Sentiment: Q1 beat and raised guidance — J&J reported a revenue and EPS beat for Q1, raised full‑year revenue/earnings guidance and increased the dividend, which supports the company’s income-investor appeal and underpins medium-term cash flow expectations. How to Play J&J Stock Post a Beat-and-Raise Performance in Q1
• Positive Sentiment: Analyst upside — Guggenheim raised its price target to $266 and kept a Buy, reflecting confidence in drug pipeline upside (Icotyde cited) and giving the stock a valuation boost. Guggenheim Raises Johnson & Johnson Target on Icotyde Upside, Keeps Buy Rating
• Positive Sentiment: Dividend tailwind and investor interest — J&J is being highlighted in dividend roundups and by prominent investors (e.g., Ray Dalio lists it among high-dividend picks), reinforcing demand from income-oriented funds. 3 Giant Dividend Stocks Raising Payouts With Yields Up to 4%
• Positive Sentiment: MedTech product news — J&J debuted CARTOSOUND SONATA at HRS 2026, showing ongoing innovation in its MedTech unit that can help offset drug revenue pressures. Johnson & Johnson Showcases CARTO-Powered Innovation, Including Debut of CARTOSOUND SONATA
• Neutral Sentiment: Celebrity endorsement / flow — Jim Cramer said he prefers J&J over hot AI stocks, a retail-positive signal but not a major fundamental catalyst. Jim Cramer Ditches Hot AI Stocks for Johnson & Johnson (JNJ) — Here’s Why
• Neutral Sentiment: Customer mention / ecosystem noise — A Mindtickle product launch notes J&J as a customer; relevant for brand validation but unlikely to move the stock materially. Mindtickle launches ElevateOS™ — the first agentic operating system for revenue enablement
• Negative Sentiment: Insider and institutional selling — Data shows significant insider sales and large institutional reductions at times recently, which can sap investor confidence and create near-term selling pressure. Johnson & Johnson Stock (JNJ) Opinions on Q1 Earnings Release
• Negative Sentiment: Stelara LOE and pipeline/competitive risk — Analysts and coverage note loss of exclusivity for Stelara and ongoing drug pricing/LOE headwinds; these risks temper upside despite the quarter’s beat. How to Play J&J Stock Post a Beat-and-Raise Performance in Q1

Analyst Ratings Changes

Several brokerages have issued reports on JNJ. Rothschild & Co Redburn upped their price target on shares of Johnson & Johnson from $180.00 to $210.00 and gave the company a “neutral” rating in a research report on Thursday, February 19th. Stifel Nicolaus boosted their price objective on shares of Johnson & Johnson from $220.00 to $250.00 and gave the stock a “hold” rating in a research note on Wednesday, April 15th. The Goldman Sachs Group increased their price objective on Johnson & Johnson from $265.00 to $275.00 and gave the company a “buy” rating in a report on Wednesday, April 15th. Guggenheim raised their target price on Johnson & Johnson from $244.00 to $266.00 and gave the stock a “buy” rating in a research report on Monday. Finally, Wells Fargo & Company upped their price target on Johnson & Johnson from $240.00 to $263.00 and gave the company an “overweight” rating in a research report on Wednesday, April 15th. One analyst has rated the stock with a Strong Buy rating, eighteen have issued a Buy rating and nine have assigned a Hold rating to the company. According to data from MarketBeat, the stock currently has a consensus rating of “Moderate Buy” and an average price target of $252.48.

Johnson & Johnson Stock Down 1.9%

The stock’s 50-day moving average price is $241.32 and its 200-day moving average price is $217.78. The company has a current ratio of 1.03, a quick ratio of 0.77 and a debt-to-equity ratio of 0.48. The stock has a market cap of $544.84 billion, a price-to-earnings ratio of 26.15, a P/E/G ratio of 2.29 and a beta of 0.34.

Johnson & Johnson (NYSE:JNJ) last announced its earnings results on Tuesday, April 14th. The company reported $2.70 earnings per share for the quarter, topping analysts’ consensus estimates of $2.68 by $0.02. The business had revenue of $24.06 billion during the quarter, compared to the consensus estimate of $23.60 billion. Johnson & Johnson had a net margin of 21.83% and a return on equity of 32.75%. Johnson & Johnson’s quarterly revenue was up 9.9% on a year-over-year basis. During the same quarter last year, the firm earned $2.77 earnings per share. Johnson & Johnson has set its FY 2026 guidance at 11.450-11.650 EPS. On average, sell-side analysts expect that Johnson & Johnson will post 11.57 earnings per share for the current year.

Johnson & Johnson Increases Dividend

The firm also recently disclosed a quarterly dividend, which will be paid on Tuesday, June 9th. Stockholders of record on Tuesday, May 26th will be given a $1.34 dividend. This is a boost from Johnson & Johnson’s previous quarterly dividend of $1.30. The ex-dividend date of this dividend is Tuesday, May 26th. This represents a $5.36 annualized dividend and a dividend yield of 2.4%. Johnson & Johnson’s dividend payout ratio is 60.12%.

Insider Transactions at Johnson & Johnson

In other Johnson & Johnson news, EVP Timothy Schmid sold 22,623 shares of Johnson & Johnson stock in a transaction that occurred on Wednesday, February 18th. The stock was sold at an average price of $244.33, for a total value of $5,527,477.59. Following the completion of the sale, the executive vice president directly owned 26,769 shares in the company, valued at approximately $6,540,469.77. The trade was a 45.80% 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 Vanessa Broadhurst sold 6,197 shares of the business’s stock in a transaction that occurred on Tuesday, February 17th. The shares were sold at an average price of $243.39, for a total value of $1,508,287.83. Following the completion of the transaction, the executive vice president directly owned 23,003 shares in the company, valued at approximately $5,598,700.17. This trade represents a 21.22% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold a total of 30,142 shares of company stock worth $7,360,528 over the last three months. 0.16% of the stock is owned by company insiders.

Institutional Inflows and Outflows

A number of institutional investors have recently modified their holdings of the stock. Columbus Macro LLC grew its holdings in Johnson & Johnson by 2.1% in the first quarter. Columbus Macro LLC now owns 35,476 shares of the company’s stock worth $8,672,000 after purchasing an additional 726 shares during the period. Stokes Capital Advisors LLC boosted its position in shares of Johnson & Johnson by 1.8% during the 1st quarter. Stokes Capital Advisors LLC now owns 41,709 shares of the company’s stock worth $10,195,000 after purchasing an additional 754 shares in the last quarter. Armbruster Capital Management Inc. grew its stake in shares of Johnson & Johnson by 25.4% in the 1st quarter. Armbruster Capital Management Inc. now owns 1,457 shares of the company’s stock valued at $356,000 after buying an additional 295 shares during the period. Pacific Sage Partners LLC increased its position in Johnson & Johnson by 3.5% in the 1st quarter. Pacific Sage Partners LLC now owns 4,461 shares of the company’s stock valued at $1,090,000 after buying an additional 152 shares in the last quarter. Finally, Unique Wealth LLC increased its position in Johnson & Johnson by 2.3% in the 1st quarter. Unique Wealth LLC now owns 6,060 shares of the company’s stock valued at $1,481,000 after buying an additional 138 shares in the last quarter. Institutional investors and hedge funds own 69.55% of the company’s stock.

Johnson & Johnson Company 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.