Talon Private Wealth LLC Buys Shares of 5,586 Johnson & Johnson $JNJ

Talon Private Wealth LLC acquired a new position in Johnson & Johnson (NYSE:JNJ) during the first quarter, Holdings Channel reports. The institutional investor acquired 5,586 shares of the company’s stock, valued at approximately $1,365,000.

A number of other institutional investors have also recently added to or reduced their stakes in JNJ. Blueline Advisors LLC bought a new stake in Johnson & Johnson during the 4th quarter valued at approximately $25,000. Cresta Advisors Ltd. bought a new position in Johnson & Johnson in the 4th quarter worth approximately $26,000. DecisionPoint Financial LLC lifted its holdings in shares of Johnson & Johnson by 104.2% during the fourth quarter. DecisionPoint Financial LLC now owns 147 shares of the company’s stock worth $30,000 after buying an additional 75 shares during the last quarter. Family CFO Inc bought a new stake in shares of Johnson & Johnson in the fourth quarter valued at approximately $31,000. Finally, Bay Harbor Wealth Management LLC grew its stake in shares of Johnson & Johnson by 49.0% in the fourth quarter. Bay Harbor Wealth Management LLC now owns 149 shares of the company’s stock worth $31,000 after acquiring an additional 49 shares during the last quarter. 69.55% of the stock is currently owned by institutional investors and hedge funds.

Insider Transactions at Johnson & Johnson

In other Johnson & Johnson news, EVP Vanessa Broadhurst sold 23,054 shares of the business’s stock in a transaction dated Monday, July 20th. The stock was sold at an average price of $251.27, for a total value of $5,792,778.58. Following the completion of the transaction, the executive vice president directly owned 23,003 shares of the company’s stock, valued at approximately $5,779,963.81. The trade was a 50.06% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through the SEC website. Also, EVP Kathryn E. Wengel sold 10,000 shares of the stock in a transaction that occurred on Thursday, June 11th. The stock was sold at an average price of $241.15, for a total value of $2,411,500.00. Following the sale, the executive vice president directly owned 114,288 shares of the company’s stock, valued at approximately $27,560,551.20. The trade was a 8.05% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Corporate insiders own 0.16% of the company’s stock.

Analyst Upgrades and Downgrades

Several research firms have issued reports on JNJ. Wall Street Zen upgraded shares of Johnson & Johnson from a “hold” rating to a “buy” rating in a research report on Saturday, July 18th. Daiwa Securities Group increased their target price on shares of Johnson & Johnson from $237.00 to $246.00 and gave the company an “outperform” rating in a research note on Thursday, April 16th. Stifel Nicolaus set a $260.00 target price on Johnson & Johnson in a research report on Wednesday, July 15th. TD Cowen upped their price target on Johnson & Johnson from $250.00 to $300.00 and gave the company a “buy” rating in a report on Monday, July 13th. Finally, Weiss Ratings upgraded Johnson & Johnson from a “buy (b-)” rating to a “buy (b)” rating in a research report on Friday. One 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. Based on data from MarketBeat.com, the stock has an average rating of “Moderate Buy” and an average target price of $265.30.

Johnson & Johnson Stock Up 0.3%

Shares of JNJ opened at $266.76 on Wednesday. The company has a market capitalization of $642.86 billion, a P/E ratio of 30.91, a PEG ratio of 2.52 and a beta of 0.24. Johnson & Johnson has a one year low of $164.23 and a one year high of $274.90. The business’s 50 day simple moving average is $244.20 and its 200-day simple moving average is $237.40. The company has a debt-to-equity ratio of 0.44, a current ratio of 1.09 and a quick ratio of 0.81.

Johnson & Johnson (NYSE:JNJ) last announced its 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 company had revenue of $25.31 billion for 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%. Johnson & Johnson’s quarterly revenue was up 6.6% on a year-over-year basis. During the same period in the prior year, the business earned $2.77 earnings per share. Johnson & Johnson has set its FY 2026 guidance at 11.600-11.750 EPS. As a group, sell-side analysts predict that Johnson & Johnson will post 11.68 EPS for the current fiscal year.

Johnson & Johnson Announces Dividend

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

Key Headlines Impacting Johnson & Johnson

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

• Positive Sentiment: Talc settlement removes a major overhang. J&J proposed paying up to $5.5 billion to resolve approximately 76,000 remaining U.S. lawsuits alleging that its talc products caused ovarian cancer. Investors appear to view the agreement as reducing years of legal uncertainty and improving visibility into future liabilities. The deal requires participation by at least 95% of claimants, with payments expected to begin in 2027, so final resolution is not yet guaranteed. Reuters talc settlement article
• Positive Sentiment: J&J delivered strong second-quarter results and raised its outlook. Revenue rose 6.6% year over year to $25.31 billion, exceeding expectations, while adjusted earnings per share of $2.90 topped the consensus estimate. Full-year 2026 guidance was set at $11.60–$11.75 per share, supporting confidence in the company’s operating performance. Yahoo Finance earnings article
• Positive Sentiment: Analysts remain constructive. Goldman Sachs and Morgan Stanley reiterated Buy ratings following the settlement news, with price targets remaining above the recent trading level. One analyst said progress on the talc resolution removes a significant valuation discount. TipRanks Goldman Sachs rating article
• Neutral Sentiment: Settlement terms still carry execution risk. The proposal involves a substantial cash commitment and could leave future lawsuits unaffected. Its effectiveness depends on claimant participation and court-related processes. CNN settlement article
• Negative Sentiment: MedTech growth was comparatively softer. Cardiovascular performance lagged in the second quarter, although stronger Vision, Surgery and Orthopedics results and new product launches may support improvement in the second half. Zacks MedTech article
• Negative Sentiment: An executive sale is a minor sentiment headwind. EVP Vanessa Broadhurst sold 23,054 shares worth approximately $5.8 million, reducing her direct position by about half. SEC insider transaction filing

Johnson & Johnson Company Profile

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.