Johnson & Johnson $JNJ Shares Sold by Sumitomo Mitsui Trust Group Inc.

Sumitomo Mitsui Trust Group Inc. lowered its position in shares of Johnson & Johnson (NYSE:JNJ) by 3.8% during the fourth quarter, Holdings Channel reports. The fund owned 5,946,335 shares of the company’s stock after selling 233,153 shares during the quarter. Johnson & Johnson makes up approximately 0.7% of Sumitomo Mitsui Trust Group Inc.’s investment portfolio, making the stock its 17th biggest position. Sumitomo Mitsui Trust Group Inc.’s holdings in Johnson & Johnson were worth $1,230,594,000 at the end of the most recent reporting period.

A number of other hedge funds have also recently bought and sold shares of the company. Colorado Capital Management Inc. boosted its position in Johnson & Johnson by 6.7% during the fourth quarter. Colorado Capital Management Inc. now owns 2,370 shares of the company’s stock worth $490,000 after acquiring an additional 149 shares during the last quarter. Ariston Services Group increased its position in Johnson & Johnson by 36.0% during the fourth quarter. Ariston Services Group now owns 2,258 shares of the company’s stock worth $467,000 after purchasing an additional 598 shares during the last quarter. Brown Lisle Cummings Inc. increased its position in Johnson & Johnson by 3.7% during the fourth quarter. Brown Lisle Cummings Inc. now owns 13,582 shares of the company’s stock worth $2,811,000 after purchasing an additional 484 shares during the last quarter. Successful Portfolios LLC increased its position in Johnson & Johnson by 11.0% during the fourth quarter. Successful Portfolios LLC now owns 5,066 shares of the company’s stock worth $1,035,000 after purchasing an additional 501 shares during the last quarter. Finally, Clear Creek Financial Management LLC increased its position in Johnson & Johnson by 2.4% during the fourth quarter. Clear Creek Financial Management LLC now owns 9,585 shares of the company’s stock worth $1,984,000 after purchasing an additional 225 shares during the last quarter. Institutional investors and hedge funds own 69.55% of the company’s stock.

Wall Street Analysts Forecast Growth

JNJ has been the topic of several research reports. Daiwa Securities Group increased their target price on Johnson & Johnson from $203.00 to $237.00 and gave the stock an “outperform” rating in a research report on Thursday, January 29th. Stifel Nicolaus increased their target price on Johnson & Johnson from $220.00 to $250.00 and gave the stock a “hold” rating in a research report on Wednesday. JPMorgan Chase & Co. increased their target price on Johnson & Johnson from $250.00 to $260.00 and gave the stock a “neutral” rating in a research report on Wednesday. Rothschild & Co Redburn increased their target price on Johnson & Johnson from $180.00 to $210.00 and gave the stock a “neutral” rating in a research report on Thursday, February 19th. Finally, Leerink Partners increased their target price on Johnson & Johnson from $232.00 to $252.00 and gave the stock a “market perform” rating in a research report on Wednesday. One equities research analyst has rated the stock with a Strong Buy rating, seventeen have assigned a Buy rating and nine have issued a Hold rating to the company’s stock. Based on data from MarketBeat, the stock currently has an average rating of “Moderate Buy” and an average target price of $248.17.

More Johnson & Johnson News

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

• Positive Sentiment: Q1 beat and raised full?year outlook: JNJ reported $24.06B revenue and $2.70 EPS (above estimates) and raised FY?2026 sales and EPS guidance, highlighting strong oncology and MedTech growth. Johnson & Johnson reports Q1 2026 results, raises 2026 outlook
• Positive Sentiment: Dividend hike reinforces income thesis: the board raised the quarterly payout to $1.34 (64th consecutive annual increase), which supports yield-focused investors. Johnson & Johnson Announces 64th Consecutive Year of Dividend Increase; Raises Quarterly Dividend by 3.1%
• Positive Sentiment: Broker support rising: several firms raised price targets (Goldman Sachs, Wells Fargo, Raymond James, JPMorgan, Bernstein, Leerink), reflecting analyst confidence after the quarter and creating potential upside. These Analysts Boost Their Forecasts On Johnson & Johnson Following Strong Q1 Results
• Neutral Sentiment: Investor access / upcoming presentation: management will host a fireside chat at the Bank of America Healthcare Conference (May 12) — a chance to get more color on 2026 growth drivers. Johnson & Johnson to Participate in the Bank of America 2026 Healthcare Conference
• Neutral Sentiment: Full transcripts and analyst takes are available — useful if you’re re?evaluating forecasts or positioning before the conference. Johnson & Johnson (NYSE:JNJ) Q1 2026 Earnings Call Transcript
• Negative Sentiment: Market reaction / profit?taking: despite the beat, the stock slipped as some investors viewed the sales guidance as modest and digested mixed signals — early selling pressure reflects profit?taking and short?term disappointment. Dow Jones’ J&J Slips Despite Beating First-Quarter Calls, Hiking Guidance
• Negative Sentiment: Legacy product headwinds: a steep decline in Stelara sales was noted by management and media, which offsets some of the new?product gains and contributed to concerns about near?term revenue mix and cash?flow dynamics. J&J’s first-quarter profit beats estimates even as Stelara sales disappoint

Johnson & Johnson Price Performance

Johnson & Johnson stock opened at $238.59 on Thursday. Johnson & Johnson has a 52-week low of $146.12 and a 52-week high of $251.71. The firm has a fifty day moving average of $241.67 and a 200-day moving average of $216.53. The firm has a market capitalization of $574.67 billion, a P/E ratio of 27.58, a PEG ratio of 2.40 and a beta of 0.34. The company has a quick ratio of 0.77, a current ratio of 1.03 and a debt-to-equity ratio of 0.48.

Johnson & Johnson (NYSE:JNJ) last released its quarterly earnings data on Tuesday, April 14th. The company reported $2.70 earnings per share (EPS) for the quarter, topping the consensus estimate of $2.68 by $0.02. Johnson & Johnson had a net margin of 21.83% and a return on equity of 32.75%. The company had revenue of $24.06 billion during the quarter, compared to analyst estimates of $23.60 billion. During the same quarter in the prior year, the business earned $2.77 earnings per share. The business’s quarterly revenue was up 9.9% compared to the same quarter last year. Johnson & Johnson has set its FY 2026 guidance at 11.450-11.650 EPS. As a group, analysts predict that Johnson & Johnson will post 10.58 EPS for the current year.

Johnson & Johnson Increases Dividend

The firm also recently disclosed a quarterly dividend, which will be paid on Tuesday, June 9th. Stockholders of record on Tuesday, May 26th will be given a $1.34 dividend. The ex-dividend date of this dividend is Tuesday, May 26th. This is an increase from Johnson & Johnson’s previous quarterly dividend of $1.30. This represents a $5.36 annualized dividend and a dividend yield of 2.2%. Johnson & Johnson’s dividend payout ratio (DPR) is currently 61.97%.

Insider Buying and Selling at Johnson & Johnson

In other news, EVP Timothy Schmid sold 1,322 shares of the stock in a transaction on Friday, February 20th. The shares were sold at an average price of $245.66, for a total value of $324,762.52. Following the completion of the sale, the executive vice president owned 25,447 shares of the company’s stock, valued at $6,251,310.02. This represents a 4.94% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available at this hyperlink. Also, EVP Vanessa Broadhurst sold 6,197 shares of the stock in a transaction on Tuesday, February 17th. The stock was sold at an average price of $243.39, for a total transaction of $1,508,287.83. Following the completion of the sale, the executive vice president directly owned 23,003 shares of the company’s stock, valued at $5,598,700.17. The trade was a 21.22% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders sold 30,142 shares of company stock valued at $7,360,528 in the last three months. Company insiders own 0.16% of the company’s stock.

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.