Johnson & Johnson $JNJ Shares Sold by Lombard Odier Asset Management Europe Ltd

Lombard Odier Asset Management Europe Ltd trimmed its position in Johnson & Johnson (NYSE:JNJ) by 7.3% during the first quarter, Holdings Channel.com reports. The firm owned 56,953 shares of the company’s stock after selling 4,456 shares during the period. Lombard Odier Asset Management Europe Ltd’s holdings in Johnson & Johnson were worth $13,922,000 at the end of the most recent quarter.

A number of other hedge funds and other institutional investors have also modified their holdings of the company. Blueline Advisors LLC purchased a new position in shares of Johnson & Johnson during the fourth quarter valued at approximately $25,000. Cresta Advisors Ltd. purchased a new stake in Johnson & Johnson in the 4th quarter worth approximately $26,000. DecisionPoint Financial LLC raised its holdings in Johnson & Johnson by 104.2% in the 4th quarter. DecisionPoint Financial LLC now owns 147 shares of the company’s stock valued at $30,000 after acquiring an additional 75 shares during the last quarter. Family CFO Inc purchased a new position in shares of Johnson & Johnson during the 4th quarter worth $31,000. Finally, Bay Harbor Wealth Management LLC lifted its stake in shares of 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 purchasing an additional 49 shares during the period. 69.55% of the stock is currently owned by hedge funds and other institutional investors.

Insider Activity at Johnson & Johnson

In other news, EVP Kathryn E. Wengel sold 10,000 shares of the company’s stock in a transaction that occurred on Thursday, June 11th. The stock was 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 directly owned 114,288 shares of the company’s stock, valued at approximately $27,560,551.20. This represents a 8.05% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through the SEC website. Company insiders own 0.16% of the company’s stock.

Johnson & Johnson Price Performance

Shares of Johnson & Johnson stock opened at $263.43 on Friday. The business’s fifty day moving average price is $242.71 and its 200 day moving average price is $236.32. Johnson & Johnson has a twelve month low of $164.23 and a twelve month high of $269.43. 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 has a market capitalization of $634.13 billion, a P/E ratio of 30.52, a PEG ratio of 2.50 and a beta of 0.24.

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

Johnson & Johnson Announces Dividend

The business also recently announced a quarterly dividend, which will be paid on Tuesday, September 8th. Shareholders of record on Tuesday, August 25th will be paid a $1.34 dividend. This represents a $5.36 dividend on an annualized basis and a yield of 2.0%. The ex-dividend date is Tuesday, August 25th. Johnson & Johnson’s payout ratio is presently 62.11%.

Key Headlines Impacting Johnson & Johnson

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

• Positive Sentiment: Analysts highlighted that JNJ raised its outlook, with guidance upgrades adding to investor confidence after the company’s recent earnings beat. Q2 Earnings: Guidance Upgrades Push These 3 Stocks Higher
• Positive Sentiment: JNJ’s Innovative Medicine unit reported strong Q2 growth, helping show resilience even after Stelara patent loss and suggesting momentum can continue into the second half of 2026. J&J’s Innovative Medicine Unit Proves Its Resilience in Q2
• Positive Sentiment: Positive topline Phase 3 data for TECVAYLI and TALVEY showed large reductions in disease progression and death risk in relapsed/refractory multiple myeloma, strengthening JNJ’s oncology pipeline. TECVAYLI® + TALVEY® reduced the risk of disease progression or death by 89% and the risk of death by 62% in earlier-line relapsed/refractory multiple myeloma
• Positive Sentiment: JNJ also received FDA De Novo authorization for its OTTAVA robotic surgical system, expanding its competitiveness in soft-tissue robotic surgery and broadening a potentially important growth platform. Should FDA’s De Novo Nod for OTTAVA Robotic System Require Action From Johnson & Johnson (JNJ) Investors?
• Neutral Sentiment: Several articles framed JNJ as a defensive dividend stock and a steady healthcare holding, which reinforces its safe-haven appeal but is less likely to move the shares on its own. 3 Dividend Stocks Baby Boomers Should Own for the Rest of Their Lives
• Neutral Sentiment: Commentary on JNJ’s steadiness during market volatility and ETF exposure after earnings mainly reflects investor interest in the stock rather than a new fundamental change. ETFs to Buy Post JNJ’s Q2 Earnings Beat & Bullish 2026 Outlook

Wall Street Analysts Forecast Growth

JNJ has been the subject of a number of recent analyst reports. Barclays lifted their price objective on Johnson & Johnson from $234.00 to $255.00 and gave the company an “equal weight” rating in a research report on Wednesday, April 15th. HSBC set a $290.00 price target on Johnson & Johnson and gave the stock a “buy” rating in a research note on Monday, July 6th. JPMorgan Chase & Co. lifted their price target on Johnson & Johnson from $250.00 to $260.00 and gave the company a “neutral” rating in a report on Wednesday, April 15th. TD Cowen upped their price objective on shares of Johnson & Johnson from $250.00 to $300.00 and gave the company a “buy” rating in a research note on Monday, July 13th. Finally, Daiwa Securities Group raised 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. One analyst has rated the stock with a Strong Buy rating, eighteen have given a Buy rating and six have given a Hold rating to the company’s stock. According to MarketBeat, Johnson & Johnson currently has a consensus rating of “Moderate Buy” and a consensus target price of $265.30.

About Johnson & Johnson

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.