2,590 Johnson & Johnson $JNJ Shares Sold by Moody National Bank Trust Division

Moody National Bank Trust Division trimmed its holdings in shares of Johnson & Johnson (NYSE:JNJ) by 9.3% during the 3rd quarter, according to its most recent filing with the Securities and Exchange Commission. The institutional investor owned 25,355 shares of the company’s stock after selling 2,590 shares during the quarter. Moody National Bank Trust Division’s holdings in Johnson & Johnson were worth $6,712,000 at the end of the most recent reporting period.

Other institutional investors and hedge funds also recently bought and sold shares of the company. National Pension Service boosted its holdings in shares of Johnson & Johnson by 1.3% in the second quarter. National Pension Service now owns 5,226,968 shares of the company’s stock valued at $1,327,493,000 after purchasing an additional 67,484 shares during the period. IFP Advisors Inc raised its stake in shares of Johnson & Johnson by 8.8% during the 2nd quarter. IFP Advisors Inc now owns 38,760 shares of the company’s stock worth $9,844,000 after acquiring an additional 3,133 shares in the last quarter. Elefante Mark B lifted its holdings in shares of Johnson & Johnson by 9.8% during the 2nd quarter. Elefante Mark B now owns 28,686 shares of the company’s stock valued at $7,285,000 after purchasing an additional 2,563 shares during the last quarter. Signal Advisors Wealth LLC grew its stake in shares of Johnson & Johnson by 76.1% during the first quarter. Signal Advisors Wealth LLC now owns 15,126 shares of the company’s stock worth $3,697,000 after acquiring an additional 6,539 shares during the last quarter. Finally, Gradient Investments LLC raised its holdings in shares of Johnson & Johnson by 9.9% in the second quarter. Gradient Investments LLC now owns 152,831 shares of the company’s stock worth $38,815,000 after buying an additional 13,737 shares during the last quarter. 69.55% of the stock is owned by hedge funds and other institutional investors.

Johnson & Johnson Stock Up 0.8%

JNJ traded up $1.92 during trading hours on Tuesday, reaching $254.85. 5,660,663 shares of the stock traded hands, compared to its average volume of 7,994,485. Johnson & Johnson has a fifty-two week low of $182.94 and a fifty-two week high of $281.07. The company has a debt-to-equity ratio of 0.44, a current ratio of 1.09 and a quick ratio of 0.81. The company has a market cap of $614.17 billion, a price-to-earnings ratio of 29.53, a PEG ratio of 2.52 and a beta of 0.21. The firm’s fifty day simple moving average is $266.10 and its two-hundred day simple moving average is $248.51.

Johnson & Johnson (NYSE:JNJ) last announced its earnings results on Wednesday, July 15th. The company reported $2.90 earnings per share for the quarter, beating the consensus estimate of $2.84 by $0.06. Johnson & Johnson had a return on equity of 32.42% and a net margin of 21.48%.The company had revenue of $25.31 billion during the quarter, compared to the consensus estimate of $25.06 billion. During the same period last year, the firm earned $2.77 earnings per share. The company’s revenue 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, analysts forecast that Johnson & Johnson will post 11.54 earnings per share for the current fiscal year.

Johnson & Johnson Dividend Announcement

The firm also recently announced a quarterly dividend, which was paid on Tuesday, September 8th. Shareholders of record on Tuesday, August 25th were given a $1.34 dividend. This represents a $5.36 dividend on an annualized basis and a dividend yield of 2.1%. The ex-dividend date of this dividend was Tuesday, August 25th. Johnson & Johnson’s dividend payout ratio is presently 62.11%.

Wall Street Analysts Forecast Growth

A number of equities research analysts recently commented on the company. Royal Bank Of Canada lifted their target price on Johnson & Johnson from $287.00 to $290.00 and gave the stock an “outperform” rating in a report on Tuesday. Weiss Ratings raised Johnson & Johnson from a “buy (b-)” rating to a “buy (b)” rating in a report on Friday, July 24th. Freedom Capital upgraded shares of Johnson & Johnson from a “hold” rating to a “strong-buy” rating in a research report on Thursday, July 16th. Wells Fargo & Company lifted their target price on shares of Johnson & Johnson from $272.00 to $282.00 and gave the stock an “overweight” rating in a research note on Monday, August 3rd. Finally, TD Cowen boosted their price target on shares of Johnson & Johnson from $250.00 to $300.00 and gave the stock a “buy” rating in a research report on Monday, July 13th. One research analyst has rated the stock with a Strong Buy rating, eighteen have assigned a Buy rating and six have given a Hold rating to the company. According to data from MarketBeat.com, the stock has a consensus rating of “Moderate Buy” and an average price target of $276.22.

Insider Activity at Johnson & Johnson

In related news, EVP Timothy Schmid sold 33,597 shares of Johnson & Johnson stock in a transaction on Wednesday, September 2nd. The shares were sold at an average price of $274.74, for a total value of $9,230,439.78. Following the completion of the sale, the executive vice president owned 25,447 shares in the company, valued at approximately $6,991,308.78. The trade was a 56.90% decrease in their ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this link. Also, EVP Jennifer Taubert sold 15,000 shares of the company’s stock in a transaction on Monday, August 17th. The shares were 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 $51,210,615.36. This represents a 7.16% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders sold a total of 87,569 shares of company stock worth $23,064,544 over the last three months. 0.16% of the stock is owned by corporate insiders.

Johnson & Johnson News Roundup

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

• Positive Sentiment: RBC Capital Markets said accelerating performance in J&J’s Innovative Medicine segment is offsetting persistent MedTech headwinds. The assessment supports the view that new drug launches and portfolio diversification can help sustain growth. Johnson & Johnson’s Innovative Medicines Momentum Offsets MedTech Headwinds
• Positive Sentiment: Analyst comparisons with Pfizer continue to favor J&J’s diversified portfolio, sales growth and new product pipeline, despite Pfizer’s lower valuation and higher dividend yield. Pfizer vs. J&J: Comparing Growth, Patent Risks and Valuation
• Positive Sentiment: J&J remains attractive to income-oriented and defensive investors because healthcare demand is expected to remain relatively resilient during an economic downturn. Its long-term dividend reliability is also being highlighted in comparisons with Procter & Gamble. Looking for a Dividend Stock That Can Weather a Downturn?
• Neutral Sentiment: CEO Joaquin Duato said artificial intelligence should be embraced as a “force multiplier.” The comments point to potential long-term productivity and innovation benefits, but provide no near-term earnings update. Johnson & Johnson CEO Says AI Has to Be Embraced
• Negative Sentiment: MedTech’s rebound is uncertain after a second-quarter slowdown. Abiomed-related and broader competitive pressures could weigh on results, although Vision, Orthopedics and Surgery may improve in the second half. Can J&J’s MedTech Business Rebound in Q3?
• Negative Sentiment: Investors remain focused on an estimated $4 billion patent cliff in 2027. The need to replace that revenue stream could matter more than a modest quarterly earnings beat and is contributing to recent caution ahead of the report. Why a $4 Billion 2027 Patent Cliff Matters

About Johnson & Johnson

Johnson & Johnson (NYSE: JNJ) is a global healthcare company that develops, manufactures and markets products through two primary business segments: Innovative Medicine and MedTech. Its operations serve patients, healthcare professionals and consumers in markets around the world.

The Innovative Medicine segment focuses on prescription medicines in areas including immunology, oncology, neuroscience, cardiovascular and metabolic disease, infectious diseases, and pulmonary hypertension.