Johnson & Johnson $JNJ Shares Sold by XML Financial LLC

XML Financial LLC cut its stake in shares of Johnson & Johnson (NYSE:JNJ) by 3.5% in the second quarter, according to the company in its most recent disclosure with the SEC. The institutional investor owned 60,680 shares of the company’s stock after selling 2,209 shares during the quarter. Johnson & Johnson makes up approximately 1.1% of XML Financial LLC’s portfolio, making the stock its 18th biggest position. XML Financial LLC’s holdings in Johnson & Johnson were worth $15,411,000 at the end of the most recent reporting period.

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

Wall Street Analyst Weigh In

A number of analysts have issued reports on the company. Raymond James Financial set a $280.00 price target on Johnson & Johnson in a report on Monday, August 3rd. Morgan Stanley raised their target price on Johnson & Johnson from $284.00 to $294.00 and gave the stock an “overweight” rating in a research report on Thursday, July 16th. Royal Bank Of Canada boosted their target price on Johnson & Johnson from $265.00 to $287.00 and gave the stock an “outperform” rating in a research note on Monday, July 13th. Wells Fargo & Company upped their price target on Johnson & Johnson from $272.00 to $282.00 and gave the company an “overweight” rating in a report on Monday, August 3rd. Finally, TD Cowen raised their price objective on shares of Johnson & Johnson from $250.00 to $300.00 and gave the stock a “buy” rating in a report on Monday, July 13th. One investment analyst has rated the stock with a Strong Buy rating, eighteen have assigned a Buy rating and six have issued a Hold rating to the stock. Based on data from MarketBeat.com, Johnson & Johnson presently has an average rating of “Moderate Buy” and a consensus price target of $274.13.

Insider Buying and Selling

In other Johnson & Johnson news, EVP Jennifer L. Taubert sold 15,000 shares of the business’s stock in a transaction on Monday, August 17th. The shares were sold at an average price of $263.36, for a total value of $3,950,400.00. Following the transaction, the executive vice president directly owned 194,451 shares of the company’s stock, valued at approximately $51,210,615.36. The trade was a 7.16% decrease in their position. The sale was disclosed in a filing with the SEC, which can be accessed through the SEC website. Also, EVP Timothy Schmid sold 33,597 shares of the company’s stock in a transaction on Wednesday, September 2nd. The stock was sold at an average price of $274.74, for a total transaction of $9,230,439.78. Following the transaction, the executive vice president owned 25,447 shares of the company’s stock, valued at approximately $6,991,308.78. The trade was a 56.90% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold 87,569 shares of company stock worth $23,064,544 over the last three months. 0.16% of the stock is owned by company insiders.

Key Headlines Impacting Johnson & Johnson

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

• Positive Sentiment: Johnson & Johnson received CE Marking in Europe for ACUVUE OASYS MAX 2-Week reusable contact lenses. The product uses the company’s proprietary MAX technologies and expands J&J Vision’s premium reusable lens portfolio, offering a potential source of incremental growth. Johnson & Johnson Receives CE Marking for ACUVUE OASYS MAX Reusable Contact Lenses
• Positive Sentiment: J&J secured Chinese approval for Icotyde, a once-daily oral treatment for moderate-to-severe plaque psoriasis. The therapy gives the company access to China’s large psoriasis market and could attract patients seeking an oral alternative to injectable treatments, although commercial results will take time to develop. Could Icotyde Become Johnson & Johnson’s Next Blockbuster in China?
• Neutral Sentiment: Coverage of J&J’s Wells Fargo healthcare conference highlighted its broader growth strategy, including continued emphasis on MedTech and cardiovascular care. The discussion reinforces the company’s long-term diversification but did not identify a major new financial catalyst. Johnson & Johnson Presents at Wells Fargo Healthcare Conference
• Neutral Sentiment: An investment article included JNJ as a potential dividend-income holding. This supports the stock’s defensive, income-oriented appeal but is not a new company announcement or direct earnings catalyst. The Portfolio You Need to Generate $500 a Month in Dividend Income
• Negative Sentiment: Analysts questioned whether JNJ’s rally is losing momentum. With shares trading near their 52-week high and at a premium earnings multiple, profit-taking and valuation concerns may be weighing on the stock despite the company’s solid operating outlook. JNJ Stock: Is the Rally Running Out of Steam?

Johnson & Johnson Price Performance

Shares of NYSE:JNJ opened at $266.30 on Friday. Johnson & Johnson has a one year low of $173.33 and a one year high of $281.07. The stock has a market capitalization of $641.76 billion, a price-to-earnings ratio of 30.86, a PEG ratio of 2.55 and a beta of 0.24. The company has a 50-day simple moving average of $262.96 and a 200-day simple moving average of $245.79. The company has a debt-to-equity ratio of 0.44, a quick ratio of 0.81 and a current ratio of 1.09.

Johnson & Johnson (NYSE:JNJ) last released its quarterly earnings results on Wednesday, July 15th. The company reported $2.90 earnings per share (EPS) for the quarter, topping 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 last year, the company posted $2.77 earnings per share. Johnson & Johnson has set its FY 2026 guidance at 11.600-11.750 EPS. On average, analysts predict that Johnson & Johnson will post 11.61 EPS for the current year.

Johnson & Johnson Dividend Announcement

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

Johnson & Johnson Company Profile

Johnson & Johnson (NYSE: JNJ) is a global healthcare company that develops, manufactures and markets pharmaceutical and medical device products. Founded in 1886 and headquartered in New Brunswick, New Jersey, the company serves patients, healthcare professionals and institutions in markets around the world.

Johnson & Johnson operates through two primary business segments: Innovative Medicine and MedTech. Innovative Medicine focuses on prescription treatments in areas including immunology, oncology, neuroscience, cardiovascular and metabolic disease, infectious diseases, and pulmonary hypertension.