Insider Selling: Johnson & Johnson (NYSE:JNJ) EVP Sells $3,950,400.00 in Stock

Johnson & Johnson (NYSE:JNJ) EVP Jennifer Taubert sold 15,000 shares of the business’s stock in a transaction on Monday, August 17th. The stock was sold at an average price of $263.36, for a total transaction of $3,950,400.00. Following the completion of the sale, the executive vice president directly owned 194,451 shares in the company, valued at approximately $51,210,615.36. This represents a 7.16% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available through the SEC website.

Johnson & Johnson Trading Up 3.3%

NYSE:JNJ traded up $8.68 during trading hours on Tuesday, hitting $271.05. 7,835,099 shares of the company were exchanged, compared to its average volume of 8,287,332. The stock has a market capitalization of $653.20 billion, a price-to-earnings ratio of 31.41, a price-to-earnings-growth ratio of 2.48 and a beta of 0.24. Johnson & Johnson has a one year low of $173.33 and a one year high of $274.90. The company has a fifty day simple moving average of $252.52 and a 200 day simple moving average of $241.60. The company has a current ratio of 1.09, a quick ratio of 0.81 and a debt-to-equity ratio of 0.44.

Johnson & Johnson (NYSE:JNJ) last released its quarterly earnings results on Wednesday, July 15th. The company reported $2.90 EPS for the quarter, beating analysts’ consensus estimates of $2.84 by $0.06. The firm had revenue of $25.31 billion for the quarter, compared to analyst estimates of $25.06 billion. Johnson & Johnson had a return on equity of 32.42% and a net margin of 21.48%.The business’s revenue was up 6.6% 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 11.600-11.750 EPS. Sell-side analysts expect that Johnson & Johnson will post 11.61 EPS for the current fiscal year.

Johnson & Johnson Announces Dividend

The company also recently declared a quarterly dividend, which will be paid on Tuesday, September 8th. Shareholders of record on Tuesday, August 25th will be issued a dividend of $1.34 per share. The ex-dividend date is Tuesday, August 25th. This represents a $5.36 annualized dividend and a yield of 2.0%. Johnson & Johnson’s dividend payout ratio (DPR) is presently 62.11%.

Analyst Upgrades and Downgrades

A number of equities analysts recently weighed in on the stock. Stifel Nicolaus set a $260.00 target price on shares of Johnson & Johnson in a research note on Wednesday, July 15th. Scotiabank reissued an “outperform” rating and issued a $305.00 price objective on shares of Johnson & Johnson in a research report on Thursday, July 16th. Leerink Partners raised Johnson & Johnson from a “market perform” rating to an “outperform” rating and set a $265.00 target price for the company in a research note on Wednesday, May 13th. Guggenheim boosted their price target on Johnson & Johnson from $270.00 to $287.00 and gave the company a “buy” rating in a research note on Thursday, August 6th. Finally, HSBC set a $290.00 price target on Johnson & Johnson and gave the stock a “buy” rating in a report on Monday, July 6th. One investment 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 stock. According to data from MarketBeat.com, Johnson & Johnson has an average rating of “Moderate Buy” and a consensus target price of $268.22.

Johnson & Johnson News Roundup

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

• Positive Sentiment: J&J reported second-quarter sales of $25.31 billion, up 6.6% year over year, while adjusted EPS of $2.90 exceeded analysts’ $2.84 consensus. Management also raised its 2026 outlook, reinforcing confidence in near-term earnings growth. Johnson & Johnson Stock Jumps 3% as Healthcare Rotation Lifts Shares
• Positive Sentiment: The FDA cleared the AI-powered MONARCH QUEST 3 bronchoscopy system. The updated platform adds robotic visualization, airway-access capabilities, AI-assisted planning and imaging support, potentially expanding J&J’s presence in advanced lung diagnostics. J&J secures FDA clearance for MONARCH QUEST 3 bronchoscopy system
• Positive Sentiment: Investors are increasingly viewing immunology and neuroscience as growth engines. New products in these areas could help offset the loss of exclusivity for blockbuster drug Stelara and reduce reliance on mature pharmaceutical franchises. J&J’s New Growth Powerhouses: Immunology and Neuroscience
• Positive Sentiment: Options activity was notably bullish, with traders purchasing 34,603 call contracts—about 29% above the average call volume—indicating increased speculative interest in further gains.
• Neutral Sentiment: Recent FDA progress for J&J’s broader robotic-surgery portfolio, including the OTTAVA system, strengthens the long-term MedTech narrative, although commercial adoption and competitive positioning remain unproven.
• Negative Sentiment: Quiver data shows 21 insider sales and no insider purchases over the past six months. These transactions may reflect compensation or diversification, but the lack of buying is a modest sentiment headwind.

Hedge Funds Weigh In On Johnson & Johnson

Institutional investors have recently modified their holdings of the company. Brighton Jones LLC raised its holdings in Johnson & Johnson by 13.9% during the fourth quarter. Brighton Jones LLC now owns 51,876 shares of the company’s stock worth $7,502,000 after buying an additional 6,332 shares during the last quarter. United Bank increased its position in shares of Johnson & Johnson by 110.7% during the first quarter. United Bank now owns 9,279 shares of the company’s stock worth $1,539,000 after acquiring an additional 4,876 shares in the last quarter. Sivia Capital Partners LLC increased its position in shares of Johnson & Johnson by 13.4% during the second quarter. Sivia Capital Partners LLC now owns 5,863 shares of the company’s stock worth $896,000 after acquiring an additional 692 shares in the last quarter. Wealth Group Ltd. raised its holdings in shares of Johnson & Johnson by 12.8% in the 2nd quarter. Wealth Group Ltd. now owns 1,482 shares of the company’s stock worth $226,000 after acquiring an additional 168 shares during the last quarter. Finally, Schnieders Capital Management LLC. lifted its position in Johnson & Johnson by 9.8% in the 2nd quarter. Schnieders Capital Management LLC. now owns 73,680 shares of the company’s stock valued at $11,255,000 after acquiring an additional 6,584 shares in the last quarter. 69.55% of the stock is owned by institutional investors and hedge funds.

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.