Johnson & Johnson $JNJ Shares Sold by WealthPlan Investment Management LLC

WealthPlan Investment Management LLC reduced its stake in shares of Johnson & Johnson (NYSE:JNJ) by 21.6% during the 4th quarter, according to its most recent 13F filing with the SEC. The institutional investor owned 54,215 shares of the company’s stock after selling 14,951 shares during the period. WealthPlan Investment Management LLC’s holdings in Johnson & Johnson were worth $11,220,000 at the end of the most recent reporting period.

Several other institutional investors also recently made changes to their positions in the stock. Vanguard Group Inc. boosted its position in shares of Johnson & Johnson by 1.6% during the 4th quarter. Vanguard Group Inc. now owns 240,349,660 shares of the company’s stock worth $49,740,362,000 after purchasing an additional 3,731,074 shares in the last quarter. Wellington Management Group LLP boosted its position in shares of Johnson & Johnson by 3.8% during the 3rd quarter. Wellington Management Group LLP now owns 25,832,777 shares of the company’s stock worth $4,789,914,000 after purchasing an additional 956,239 shares in the last quarter. Bank of New York Mellon Corp boosted its position in shares of Johnson & Johnson by 3.5% during the 3rd quarter. Bank of New York Mellon Corp now owns 24,637,649 shares of the company’s stock worth $4,568,313,000 after purchasing an additional 835,146 shares in the last quarter. Legal & General Group Plc boosted its position in shares of Johnson & Johnson by 2.8% during the 3rd quarter. Legal & General Group Plc now owns 19,450,064 shares of the company’s stock worth $3,606,431,000 after purchasing an additional 532,790 shares in the last quarter. Finally, Amundi boosted its position in shares of Johnson & Johnson by 19.3% during the 3rd quarter. Amundi now owns 13,354,936 shares of the company’s stock worth $2,512,719,000 after purchasing an additional 2,163,838 shares in the last quarter. 69.55% of the stock is currently owned by hedge funds and other institutional investors.

Johnson & Johnson News Roundup

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

• Positive Sentiment: Leerink Partners upgraded Johnson & Johnson (JNJ) to Outperform, which can help investor sentiment and suggests the firm sees more upside from current levels. Leerink Partners upgrades Johnson & Johnson (JNJ)
• Positive Sentiment: A new article says J&J’s story is shifting as newer drugs such as Icotyde, Inlexzo, Tecvayli and Tremfya gain attention, while a valuation update nudged fair value slightly higher. That points to continued pipeline progress as a key long-term driver. How The Story For Johnson & Johnson (JNJ) Is Shifting With New Drugs And Legal Twists
• Positive Sentiment: CAPLYTA data highlighted favorable efficacy and safety versus competing antipsychotics, reinforcing the value of J&J’s mental-health franchise and broader pipeline depth. CAPLYTA Data Highlights Johnson & Johnson Valuation And Mental Health Story
• Neutral Sentiment: MeiraGTx reported an asset purchase agreement with Johnson & Johnson for bota-vec, a transaction that appears more strategic than immediately material for earnings, but it shows J&J remains active in bolt-on pipeline deals. MeiraGTx Reports First Quarter 2026 Financial and Operational Results
• Neutral Sentiment: Recent bladder-cancer survey coverage reinforces the need for better therapies, which supports the market’s broader view that J&J’s oncology and urology pipeline could have room to grow, though the report itself does not change fundamentals immediately. Groundbreaking global survey captures the significant patient burden experienced with current standard-of-care bladder cancer treatments, underscoring urgency for continued innovation
• Negative Sentiment: Articles note Johnson & Johnson has been down since its last earnings report, indicating some investors remain cautious despite the company’s stable fundamentals and defensive profile. Why Is Johnson & Johnson (JNJ) Down 3.5% Since Last Earnings Report?

Insider Activity

In related news, EVP Vanessa Broadhurst sold 6,197 shares of the business’s stock in a transaction dated 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 owned 23,003 shares of the company’s stock, valued at approximately $5,598,700.17. The trade was a 21.22% decrease in their position. The sale was disclosed in a document filed with the SEC, which can be accessed through this hyperlink. Also, EVP Timothy Schmid sold 22,623 shares of the business’s stock in a transaction dated Wednesday, February 18th. The shares were sold at an average price of $244.33, for a total transaction of $5,527,477.59. Following the completion of the transaction, the executive vice president directly owned 26,769 shares of the company’s stock, valued at $6,540,469.77. The trade was a 45.80% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold a total of 30,142 shares of company stock valued at $7,360,528 in the last three months. 0.16% of the stock is currently owned by corporate insiders.

Analyst Ratings Changes

JNJ has been the topic of several research analyst reports. HSBC boosted their target price on shares of Johnson & Johnson from $265.00 to $280.00 and gave the stock a “buy” rating in a research report on Tuesday, March 17th. Rothschild & Co Redburn boosted their target price on shares of Johnson & Johnson from $180.00 to $210.00 and gave the stock a “neutral” rating in a research report on Thursday, February 19th. Daiwa Securities Group boosted their target price on shares of Johnson & Johnson from $237.00 to $246.00 and gave the stock an “outperform” rating in a research report on Thursday, April 16th. Leerink Partners raised Johnson & Johnson from a “market perform” rating to an “outperform” rating and set a $265.00 price target for the company in a research note on Wednesday. Finally, Wall Street Zen downgraded Johnson & Johnson from a “buy” rating to a “hold” rating in a research note on Saturday, February 14th. Twenty research analysts have rated the stock with a Buy rating and seven have issued a Hold rating to the company. According to MarketBeat, Johnson & Johnson has a consensus rating of “Moderate Buy” and a consensus price target of $253.04.

Johnson & Johnson Trading Down 1.7%

NYSE:JNJ opened at $226.81 on Friday. The company has a market capitalization of $545.98 billion, a PE ratio of 26.22, a price-to-earnings-growth ratio of 2.22 and a beta of 0.27. The company has a quick ratio of 0.77, a current ratio of 1.03 and a debt-to-equity ratio of 0.46. Johnson & Johnson has a 52-week low of $149.04 and a 52-week high of $251.71. The stock has a fifty day simple moving average of $235.13 and a 200-day simple moving average of $221.79.

Johnson & Johnson (NYSE:JNJ) last released its quarterly earnings results on Tuesday, April 14th. The company reported $2.70 earnings per share (EPS) for the quarter, topping the consensus estimate 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 return on equity of 32.60% and a net margin of 21.83%.The business’s revenue was up 9.9% on a year-over-year basis. During the same quarter in the previous year, the company posted $2.77 EPS. Johnson & Johnson has set its FY 2026 guidance at 11.450-11.650 EPS. On average, equities research analysts expect that Johnson & Johnson will post 11.57 earnings per share for the current fiscal year.

Johnson & Johnson Increases Dividend

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

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.