2,196 Johnson & Johnson $JNJ Shares Sold by Toth Financial Advisory Corp

Toth Financial Advisory Corp lowered its stake in Johnson & Johnson (NYSE:JNJ) by 3.5% during the third quarter, Holdings Channel reports. The firm owned 61,298 shares of the company’s stock after selling 2,196 shares during the period. Johnson & Johnson makes up approximately 1.6% of Toth Financial Advisory Corp’s investment portfolio, making the stock its 13th biggest position. Toth Financial Advisory Corp’s holdings in Johnson & Johnson were worth $16,228,000 at the end of the most recent reporting period.

Several other hedge funds have also recently bought and sold shares of JNJ. Auto Owners Insurance Co raised its stake in Johnson & Johnson by 22,225.6% during the fourth quarter. Auto Owners Insurance Co now owns 69,419,308 shares of the company’s stock worth $1,436,633,000 after buying an additional 69,108,368 shares during the last quarter. Wellington Management Group LLP raised its position in shares of Johnson & Johnson by 12.5% in the 2nd quarter. Wellington Management Group LLP now owns 22,588,696 shares of the company’s stock worth $5,736,851,000 after acquiring an additional 2,513,321 shares in the last quarter. UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC lifted its stake in shares of Johnson & Johnson by 8.7% in the 4th quarter. UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC now owns 17,275,937 shares of the company’s stock valued at $3,575,255,000 after purchasing an additional 1,376,828 shares during the period. Deutsche Bank AG boosted its position in shares of Johnson & Johnson by 8.5% during the 2nd quarter. Deutsche Bank AG now owns 15,661,323 shares of the company’s stock valued at $3,977,506,000 after purchasing an additional 1,225,676 shares in the last quarter. Finally, Amundi grew its stake in Johnson & Johnson by 17.5% during the first quarter. Amundi now owns 13,406,820 shares of the company’s stock worth $3,277,163,000 after purchasing an additional 2,001,139 shares during the period. 69.55% of the stock is owned by institutional investors.

Insider Activity at Johnson & Johnson

In related news, EVP Elizabeth Forminard sold 15,918 shares of Johnson & Johnson stock in a transaction that occurred on Thursday, August 6th. The shares were sold at an average price of $257.00, for a total value of $4,090,926.00. Following the sale, the executive vice president owned 16,994 shares of the company’s stock, valued at approximately $4,367,458. The trade was a 48.37% decrease in their position. The transaction was disclosed in a document filed with the SEC, which can be accessed through this hyperlink. 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 value of $3,950,400.00. Following the transaction, 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 position. The disclosure for this sale is available in the SEC filing. In the last 90 days, insiders have sold 87,569 shares of company stock worth $23,064,544. 0.16% of the stock is currently owned by company insiders.

Johnson & Johnson Stock Down 1.1%

NYSE JNJ traded down $2.79 on Thursday, reaching $255.66. The company had a trading volume of 2,355,823 shares, compared to its average volume of 7,951,647. The company has a quick ratio of 0.81, a current ratio of 1.09 and a debt-to-equity ratio of 0.44. The company’s fifty day moving average is $265.71 and its 200 day moving average is $248.78. Johnson & Johnson has a 52-week low of $184.66 and a 52-week high of $281.07. The stock has a market capitalization of $616.10 billion, a P/E ratio of 29.63, a P/E/G ratio of 2.50 and a beta of 0.21.

Johnson & Johnson (NYSE:JNJ) last posted its earnings results on Wednesday, July 15th. The company reported $2.90 earnings per share (EPS) for the quarter, topping the consensus estimate of $2.84 by $0.06. The firm had revenue of $25.31 billion during the quarter, compared to analyst estimates of $25.06 billion. Johnson & Johnson had a net margin of 21.48% and a return on equity of 32.42%. The business’s revenue was up 6.6% compared to the same quarter last year. During the same quarter in the prior year, the business posted $2.77 EPS. Johnson & Johnson has set its FY 2026 guidance at 11.600-11.750 EPS. Sell-side analysts anticipate that Johnson & Johnson will post 11.54 earnings per share for the current fiscal year.

Johnson & Johnson Announces Dividend

The business also recently declared a quarterly dividend, which was paid on Tuesday, September 8th. Stockholders of record on Tuesday, August 25th were paid a dividend of $1.34 per share. The ex-dividend date was Tuesday, August 25th. This represents a $5.36 annualized dividend and a dividend yield of 2.1%. Johnson & Johnson’s dividend payout ratio (DPR) is presently 62.11%.

Analyst Ratings Changes

JNJ has been the topic of a number of research analyst reports. Morgan Stanley increased their price target on Johnson & Johnson from $284.00 to $294.00 and gave the stock an “overweight” rating in a report on Thursday, July 16th. Wells Fargo & Company lifted their price objective on shares of Johnson & Johnson from $272.00 to $282.00 and gave the company an “overweight” rating in a research note on Monday, August 3rd. JPMorgan Chase & Co. increased their target price on shares of Johnson & Johnson from $270.00 to $285.00 and gave the stock a “neutral” rating in a research note on Tuesday, September 29th. TD Cowen raised their price target 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. Finally, Argus set a $300.00 price target on shares of Johnson & Johnson in a research note on Wednesday, July 29th. One investment analyst has rated the stock with a Strong Buy rating, eighteen have issued a Buy rating and six have assigned a Hold rating to the company. According to MarketBeat.com, Johnson & Johnson currently has an average rating of “Moderate Buy” and an average price target of $276.22.

Key Stories Impacting Johnson & Johnson

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

• Positive Sentiment: Johnson & Johnson’s oncology pipeline remains a key potential growth driver. A Phase 3 trial combining Tecvayli and Talvey reduced the relative risk of disease progression or death by 89% and the risk of death by 62% in relapsed or refractory multiple myeloma, supporting potential expansion of the company’s cancer-treatment franchise. Cancer treatment advances article
• Positive Sentiment: Several analysts remain constructive. Guggenheim reaffirmed a Buy rating with a $287 price target, while RBC Capital Markets highlighted accelerating Innovative Medicine sales as a partial offset to MedTech weakness. RBC Capital rating article
• Positive Sentiment: Longer-term commentary argues JNJ could grow faster than many investors expect through its oncology portfolio, psoriasis drug ICOTYDE, and continued momentum in Innovative Medicine. The company’s 64-year record of dividend increases also supports its defensive appeal. Johnson & Johnson growth prediction
• Neutral Sentiment: Attention is focused on JNJ’s third-quarter earnings report. Investors will look beyond revenue and earnings-per-share estimates for trends in pharmaceutical sales, MedTech performance, margins, and updated full-year guidance. Johnson & Johnson Q3 earnings preview
• Negative Sentiment: Investors remain concerned that JNJ’s valuation—around 29 times earnings—already reflects considerable confidence in future growth. MedTech competition, including pressure involving Abiomed, and a possible rebound that has yet to be demonstrated could limit near-term upside. J&J MedTech outlook
• Negative Sentiment: Dividend-focused coverage also flags biosimilar threats and ongoing talc litigation as risks that could weigh on investor sentiment despite JNJ’s dividend-growth history. Johnson & Johnson dividend risks

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.