2,062 Johnson & Johnson $JNJ Shares Sold by Sowell Financial Services LLC

Sowell Financial Services LLC decreased its stake in shares of Johnson & Johnson (NYSE:JNJ) by 3.6% in the third quarter, HoldingsChannel reports. The institutional investor owned 55,176 shares of the company’s stock after selling 2,062 shares during the period. Sowell Financial Services LLC’s holdings in Johnson & Johnson were worth $14,607,000 at the end of the most recent quarter.

Other large investors also recently added to or reduced their stakes in the company. Jupiter Topco LLC bought a new stake in shares of Johnson & Johnson during the second quarter valued at approximately $1,967,399,000. Diamant Asset Management Inc. raised its position in Johnson & Johnson by 24,436.5% during the 1st quarter. Diamant Asset Management Inc. now owns 4,473,008 shares of the company’s stock valued at $109,338,000 after purchasing an additional 4,454,778 shares in the last quarter. Corient Private Wealth LP raised its position in Johnson & Johnson by 127.3% during the 2nd quarter. Corient Private Wealth LP now owns 6,060,922 shares of the company’s stock valued at $1,539,292,000 after purchasing an additional 3,393,981 shares in the last quarter. Wellington Management Group LLP lifted its holdings 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 buying an additional 2,513,321 shares during the period. Finally, Amundi grew its position in shares of Johnson & Johnson by 17.5% during the 1st quarter. Amundi now owns 13,406,820 shares of the company’s stock worth $3,277,163,000 after buying an additional 2,001,139 shares in the last quarter. 69.55% of the stock is owned by hedge funds and other institutional investors.

Key Johnson & Johnson News

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

• Positive Sentiment: The United Kingdom approved J&J’s oral psoriasis treatment, expanding the company’s commercial opportunity in a major market and strengthening its immunology pipeline. UK approves J&J’s oral psoriasis pill
• Positive Sentiment: J&J reported first real-world data for its VARIPULSE Pro platform and 12-month outcomes for the OMNYPULSE platform in atrial-fibrillation treatment. The results could support adoption of its MedTech portfolio and help offset weakness in other device businesses. J&J reports VARIPULSE Pro and OMNYPULSE data
• Positive Sentiment: J&J has benefited from investor rotation into defensive healthcare and consumer-staples companies amid broader large-cap weakness, reinforcing demand for its relatively stable earnings and dividend profile. Defensive stocks attract buyers
• Neutral Sentiment: J&J’s implied fair value was raised from $270.59 to $279.41 per share, but analyst views remain divided. Supporters cite earnings resilience and the drug pipeline, while others point to valuation, MedTech execution risk and possible dilution from recent deals. J&J fair value adjustment
• Negative Sentiment: A proposed combination involving J&J’s orthopedics business and Smith & Nephew reportedly collapsed over a leadership dispute. The development removes potential strategic benefits and may raise questions about execution, although Smith & Nephew declined to comment. Orthopedics merger reportedly collapsed
• Negative Sentiment: J&J reclaimed its 50-day moving average, but falling earnings estimates, a premium valuation and weakness in MedTech are limiting the bullish technical signal. Erste Group also downgraded the shares to “Hold,” adding to near-term investor caution. J&J stock outlook and valuation concerns

Insider Activity at Johnson & Johnson

In other Johnson & Johnson news, EVP Elizabeth Forminard sold 15,918 shares of Johnson & Johnson stock in a transaction 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 transaction, the executive vice president directly owned 16,994 shares of the company’s stock, valued at approximately $4,367,458. The trade was a 48.37% 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. 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 value of $9,230,439.78. Following the transaction, the executive vice president directly 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. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold 64,515 shares of company stock valued at $17,271,766 over the last 90 days. Insiders own 0.16% of the company’s stock.

Analyst Upgrades and Downgrades

Several equities analysts have recently commented on JNJ shares. Wells Fargo & Company raised their price target on Johnson & Johnson from $275.00 to $287.00 and gave the company an “overweight” rating in a research note on Friday, October 16th. Freedom Capital raised shares of Johnson & Johnson from a “hold” rating to a “strong-buy” rating in a research note on Thursday, July 16th. Wall Street Zen cut shares of Johnson & Johnson from a “buy” rating to a “hold” rating in a report on Saturday, August 1st. Weiss Ratings raised shares of Johnson & Johnson from a “buy (b)” rating to a “buy (b+)” rating in a research report on Thursday, October 8th. Finally, TD Cowen restated a “buy” rating on shares of Johnson & Johnson in a report on Tuesday. One analyst has rated the stock with a Strong Buy rating, seventeen have assigned a Buy rating and eight have assigned a Hold rating to the company. Based on data from MarketBeat, Johnson & Johnson presently has an average rating of “Moderate Buy” and a consensus price target of $275.92.

Johnson & Johnson Price Performance

Shares of JNJ stock opened at $264.13 on Friday. Johnson & Johnson has a 1-year low of $184.66 and a 1-year high of $281.07. The stock’s 50-day moving average is $265.64 and its 200 day moving average is $250.21. The company has a market cap of $635.85 billion, a P/E ratio of 40.02, a PEG ratio of 2.65 and a beta of 0.21. The company has a debt-to-equity ratio of 0.44, a current ratio of 1.02 and a quick ratio of 0.81.

Johnson & Johnson (NYSE:JNJ) last announced its earnings results on Tuesday, October 13th. The company reported $2.59 EPS for the quarter, topping analysts’ consensus estimates of $2.53 by $0.06. Johnson & Johnson had a net margin of 16.20% and a return on equity of 31.64%. The business had revenue of $25.40 billion during the quarter, compared to the consensus estimate of $25.38 billion. During the same period in the previous year, the company posted $2.80 earnings per share. The firm’s revenue was up 5.9% on a year-over-year basis. Johnson & Johnson has set its FY 2026 guidance at 11.050-11.150 EPS. Research analysts predict that Johnson & Johnson will post 11.12 earnings per share for the current fiscal year.

Johnson & Johnson Dividend Announcement

The company also recently disclosed a quarterly dividend, which will be paid on Tuesday, December 8th. Investors of record on Tuesday, November 24th will be paid a dividend of $1.34 per share. This represents a $5.36 annualized dividend and a dividend yield of 2.0%. The ex-dividend date is Tuesday, November 24th. Johnson & Johnson’s payout ratio is 81.21%.

About Johnson & Johnson

Johnson & Johnson (NYSE: JNJ) is a global healthcare company headquartered in New Brunswick, New Jersey. Founded in 1886, the company develops and markets products and services for patients, healthcare professionals and institutions worldwide.

Johnson & Johnson operates through two principal segments: Innovative Medicine and MedTech. Innovative Medicine focuses on pharmaceuticals for areas such as immunology, oncology, neuroscience, infectious diseases and cardiovascular conditions.