Johnson & Johnson $JNJ Shares Sold by Johnson Financial Group Inc.

Johnson Financial Group Inc. trimmed its stake in Johnson & Johnson (NYSE:JNJ) by 6.1% during the first quarter, according to its most recent 13F filing with the SEC. The firm owned 55,811 shares of the company’s stock after selling 3,629 shares during the period. Johnson & Johnson comprises 0.5% of Johnson Financial Group Inc.’s investment portfolio, making the stock its 24th biggest holding. Johnson Financial Group Inc.’s holdings in Johnson & Johnson were worth $13,642,000 as of its most recent filing with the SEC.

A number of other hedge funds have also recently made changes to their positions in JNJ. Blueline Advisors LLC acquired a new position in Johnson & Johnson during the fourth quarter worth $25,000. Cresta Advisors Ltd. purchased a new position in shares of Johnson & Johnson during the fourth quarter worth $26,000. DecisionPoint Financial LLC grew its stake in shares of Johnson & Johnson by 104.2% in the fourth quarter. DecisionPoint Financial LLC now owns 147 shares of the company’s stock valued at $30,000 after buying an additional 75 shares in the last quarter. Family CFO Inc purchased a new stake in shares of Johnson & Johnson in the 4th quarter valued at $31,000. Finally, Bay Harbor Wealth Management LLC lifted its stake in Johnson & Johnson by 49.0% during the 4th quarter. Bay Harbor Wealth Management LLC now owns 149 shares of the company’s stock worth $31,000 after acquiring an additional 49 shares in the last quarter. Hedge funds and other institutional investors own 69.55% of the company’s stock.

Johnson & Johnson Price Performance

Shares of NYSE JNJ opened at $250.68 on Wednesday. The company has a debt-to-equity ratio of 0.46, a current ratio of 1.03 and a quick ratio of 0.77. The company has a market cap of $603.44 billion, a price-to-earnings ratio of 29.05, a price-to-earnings-growth ratio of 2.35 and a beta of 0.24. The stock’s 50-day moving average is $240.90 and its two-hundred day moving average is $235.42. Johnson & Johnson has a 1-year low of $164.23 and a 1-year high of $269.43.

Johnson & Johnson (NYSE:JNJ) last announced its quarterly earnings data on Wednesday, July 15th. The company reported $2.90 earnings per share (EPS) for the quarter, beating the consensus estimate of $2.84 by $0.06. Johnson & Johnson had a return on equity of 32.86% and a net margin of 21.48%.The business had revenue of $25.31 billion during the quarter, compared to analysts’ expectations of $25.06 billion. During the same quarter last year, the business posted $2.77 EPS. The business’s quarterly revenue was up 6.6% compared to the same quarter last year. Johnson & Johnson has set its FY 2026 guidance at 11.600-11.750 EPS. Analysts forecast that Johnson & Johnson will post 11.68 EPS for the current fiscal year.

Johnson & Johnson Dividend Announcement

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

Johnson & Johnson News Roundup

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

• Positive Sentiment: Johnson & Johnson was highlighted as one of the best dividend aristocrat names for steady cash flow, reinforcing its appeal to income-focused investors. 3 ‘Strong Buy’ Dividend Aristocrat Stocks for Steady Cash Flow, 7/21/26
• Positive Sentiment: The company’s Q2 results were described as robust, with earnings and sales both beating estimates and management raising its 2026 outlook, which supports the bullish case for the stock. Should You Buy, Sell or Hold J&J’s Stock Post a Robust Q2 Performance?
• Positive Sentiment: Johnson & Johnson was also noted as trading near 52-week highs while broader market attention has shifted away from AI names, suggesting investors are rotating into defensive large-cap healthcare stocks. 5 Stocks Quietly Trading Near All-Time Highs While Everyone Watches the AI Drama (JNJ)
• Neutral Sentiment: Another article compared JNJ with Abbott Laboratories, saying the two healthcare giants are moving in different strategic directions as J&J trims its portfolio while Abbott expands into cancer diagnostics. This is more of a strategy-watch item than an immediate catalyst. Johnson & Johnson vs Abbott Laboratories: Two Healthcare Giants on Opposite Trajectories
• Neutral Sentiment: DelveInsight noted that J&J’s Amivantamab is expected to help drive growth in the head and neck cancer market, underscoring pipeline potential, but the article focused on the broader market rather than a near-term company-specific event. Correction: Head and Neck Squamous Cell Carcinoma Market is Projected to Boost at a CAGR of 10.5% During the Forecast Period (2026–2036) Due to the Launch of Emerging Novel Immunotherapies | DelveInsight
• Negative Sentiment: One commentary on JNJ raised the familiar risks of patent losses and MedTech challenges, which could limit upside if pipeline execution slows or competition intensifies. Should You Buy, Sell or Hold J&J’s Stock Post a Robust Q2 Performance?

Analysts Set New Price Targets

A number of equities analysts recently commented on the company. JPMorgan Chase & Co. raised their target price on Johnson & Johnson from $250.00 to $260.00 and gave the company a “neutral” rating in a report on Wednesday, April 15th. Wall Street Zen raised shares of Johnson & Johnson from a “hold” rating to a “buy” rating in a research report on Saturday. Argus raised their price objective on shares of Johnson & Johnson from $240.00 to $275.00 and gave the company a “buy” rating in a research note on Thursday, April 16th. The Goldman Sachs Group reaffirmed a “buy” rating and set a $282.00 target price on shares of Johnson & Johnson in a research note on Thursday, July 16th. Finally, Royal Bank Of Canada increased their target price on shares of Johnson & Johnson from $265.00 to $287.00 and gave the stock an “outperform” rating in a report on Monday, July 13th. One equities research analyst has rated the stock with a Strong Buy rating, nineteen have assigned a Buy rating and six have assigned a Hold rating to the company’s stock. Based on data from MarketBeat.com, the stock presently has a consensus rating of “Moderate Buy” and a consensus price target of $265.30.

Insider Buying and Selling

In other Johnson & Johnson news, EVP Kathryn E. Wengel sold 10,000 shares of the business’s stock in a transaction that occurred on 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 completion of the transaction, the executive vice president owned 114,288 shares in the company, valued at $27,560,551.20. The trade was a 8.05% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which is available at this link. 0.16% of the stock is owned by company insiders.

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.