Johnson & Johnson (NYSE:JNJ) EVP Timothy Schmid Sells 33,597 Shares of Stock

Johnson & Johnson (NYSE:JNJ) EVP Timothy Schmid sold 33,597 shares of the company’s stock in a transaction dated 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 of the company’s stock, valued at $6,991,308.78. This represents a 56.90% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which can be accessed through this hyperlink.

Johnson & Johnson Price Performance

Shares of JNJ opened at $275.12 on Friday. The company has a current ratio of 1.09, a quick ratio of 0.81 and a debt-to-equity ratio of 0.44. Johnson & Johnson has a 1 year low of $173.33 and a 1 year high of $281.07. The stock has a market cap of $663.01 billion, a P/E ratio of 31.88, a price-to-earnings-growth ratio of 2.66 and a beta of 0.24. The stock’s 50-day moving average price is $261.98 and its two-hundred day moving average price is $245.07.

Johnson & Johnson (NYSE:JNJ) last announced its quarterly earnings results on Wednesday, July 15th. The company reported $2.90 EPS for the quarter, beating analysts’ consensus estimates of $2.84 by $0.06. The company had revenue of $25.31 billion during the quarter, compared to analysts’ expectations of $25.06 billion. Johnson & Johnson had a return on equity of 32.42% and a net margin of 21.48%.Johnson & Johnson’s revenue was up 6.6% on a year-over-year basis. During the same period in the prior year, the business posted $2.77 EPS. Johnson & Johnson has set its FY 2026 guidance at 11.600-11.750 EPS. On average, equities analysts predict that Johnson & Johnson will post 11.61 earnings per share for the current year.

Johnson & Johnson Dividend Announcement

The company also recently announced a quarterly dividend, which will be paid on Tuesday, September 8th. Shareholders of record on Tuesday, August 25th will be issued a $1.34 dividend. The ex-dividend date is Tuesday, August 25th. This represents a $5.36 annualized dividend and a yield of 1.9%. Johnson & Johnson’s dividend payout ratio (DPR) is 62.11%.

Hedge Funds Weigh In On Johnson & Johnson

A number of large investors have recently added to or reduced their stakes in the company. California State Teachers Retirement System raised its position in Johnson & Johnson by 25,103.8% in the 2nd quarter. California State Teachers Retirement System now owns 943,488,645 shares of the company’s stock valued at $239,617,811,000 after buying an additional 939,745,213 shares during the last quarter. Auto Owners Insurance Co boosted its stake in shares of Johnson & Johnson by 22,225.6% during the 4th 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. Norges Bank acquired a new stake in shares of Johnson & Johnson in the fourth quarter valued at about $6,924,523,000. Capital World Investors bought a new stake in Johnson & Johnson during the fourth quarter worth about $2,005,942,000. Finally, Jupiter Topco LLC bought a new stake in Johnson & Johnson during the second quarter worth about $1,967,399,000. Institutional investors own 69.55% of the company’s stock.

Trending Headlines about Johnson & Johnson

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

• Positive Sentiment: Analyst sentiment remains supportive. JNJ received an upgrade that helped it reach a new 12-month high, while the broader analyst view is rated “Moderate Buy.” UBS also began coverage, potentially increasing institutional attention. Johnson & Johnson Reaches New 12-Month High Following Analyst Upgrade Johnson & Johnson Receives Average Rating of Moderate Buy
• Positive Sentiment: Johnson & Johnson’s 64-year record of dividend growth remains a key support for income-oriented investors. Strong profitability and the company’s diversified healthcare portfolio help sustain the dividend despite competitive pressure on a major drug. Johnson & Johnson Is Boring Which Makes Its Dividend Nearly Perfect
• Neutral Sentiment: Management will discuss the business at the Deutsche Bank Healthcare Summit on September 17. The event could provide updates on pharmaceuticals, litigation and forward guidance, but it is not itself a change to earnings expectations. Johnson & Johnson to Participate in the Deutsche Bank 2026 Healthcare Summit
• Negative Sentiment: Profit-taking and valuation risk are elevated after JNJ gained about 60% over the past year versus roughly 21% for the S&P 500. Analysts question whether the current price already discounts growth above management’s near-term outlook. Was JNJ Stock Rally Actually Its Own? Is Johnson & Johnson Stock Priced For More Growth Than It Has Guided?
• Negative Sentiment: An executive vice president sold 33,597 shares worth approximately $9.2 million, reducing his holdings by 56.9%. The sale may reinforce short-term concerns about insider conviction, although it does not change JNJ’s fundamentals. SEC insider transaction filing
• Negative Sentiment: An analyst lowered the FY2026 EPS forecast, adding pressure to expectations. Talc litigation also remains unresolved despite a proposed path toward settlement, while the Louisiana verdict continues to focus attention on legal liability and potential costs. Johnson & Johnson dividend and competition analysis

Wall Street Analyst Weigh In

Several equities analysts have recently issued reports on JNJ shares. Raymond James Financial set a $280.00 price target on shares of Johnson & Johnson in a report on Monday, August 3rd. UBS Group initiated coverage on Johnson & Johnson in a report on Wednesday. They set a “buy” rating and a $320.00 target price on the stock. Wall Street Zen cut Johnson & Johnson from a “buy” rating to a “hold” rating in a research note on Saturday, August 1st. Wells Fargo & Company raised their price target on Johnson & Johnson from $272.00 to $282.00 and gave the stock an “overweight” rating in a research report on Monday, August 3rd. Finally, TD Cowen boosted their price objective on Johnson & Johnson from $250.00 to $300.00 and gave the company a “buy” rating in a research 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 given a Hold rating to the company. According to data from MarketBeat.com, the company presently has an average rating of “Moderate Buy” and an average price target of $272.83.

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.