Johnson & Johnson (NYSE:JNJ) Shares Down 1% – What’s Next?

Shares of Johnson & Johnson (NYSE:JNJ) traded down 1% on Friday . The stock traded as low as $227.02 and last traded at $227.5070. 6,397,788 shares were traded during trading, a decline of 25% from the average session volume of 8,550,324 shares. The stock had previously closed at $229.85.

Trending Headlines about Johnson & Johnson

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

• Positive Sentiment: Analysts and retail-finance outlets renewed focus on JNJ’s dividend durability and income appeal, reinforcing the stock’s attraction for income investors; that supports long-term demand. Why Johnson & Johnson (JNJ) is a Top Dividend Stock for Your Portfolio Zacks: Why JNJ is a Top Dividend Stock
• Positive Sentiment: Clinical pipeline update: J&J highlighted sustained efficacy in its Vivacity?MG3 trial (IMAAVY/nipocalimab) — positive for long?term growth potential in neuromuscular therapeutics if regulatory progress continues. JNJ Highlights Sustained Efficacy in Vivacity-MG3 Trial
• Positive Sentiment: Corporate governance/IR: J&J named Ryan Koors VP of Investor Relations — a stabilizing move ahead of upcoming investor outreach that can help messaging around guidance and capital allocation. Johnson & Johnson Appoints Ryan Koors as Vice President, Investor Relations
• Neutral Sentiment: Peer/sector news: AbbVie is being highlighted for durable growth into the mid?2030s — reflects positive sentiment toward large pharma but also underscores competition for investor capital within healthcare. AbbVie Expected to Post Durable Growth
• Neutral Sentiment: Related personnel moves: Halozyme’s executive hiring notes include ex?J&J connections — a reminder of talent flows inside the sector but with limited direct impact on JNJ’s fundamentals. Halozyme Appoints New Chief Financial Officer
• Negative Sentiment: Market rotation toward AI/growth and strong tech engagement (e.g., Microsoft Copilot adoption) can pull capital away from defensive/dividend names like JNJ, contributing to near?term selling pressure. Microsoft says it has over 20M paid Copilot users

Wall Street Analysts Forecast Growth

Several equities research analysts recently weighed in on the company. Wells Fargo & Company boosted their target price on Johnson & Johnson from $240.00 to $263.00 and gave the stock an “overweight” rating in a research note on Wednesday, April 15th. Rothschild & Co Redburn boosted their target price on Johnson & Johnson from $180.00 to $210.00 and gave the stock a “neutral” rating in a research note on Thursday, February 19th. Loop Capital set a $220.00 target price on Johnson & Johnson in a research note on Tuesday, January 27th. Royal Bank Of Canada restated an “outperform” rating and set a $265.00 target price on shares of Johnson & Johnson in a research note on Wednesday, April 15th. Finally, Argus boosted their target price on Johnson & Johnson from $240.00 to $275.00 and gave the stock a “buy” rating in a research note on Thursday, April 16th. Eighteen analysts have rated the stock with a Buy rating and nine have assigned a Hold rating to the stock. According to MarketBeat.com, the stock has an average rating of “Moderate Buy” and an average target price of $252.48.

Johnson & Johnson Price Performance

The firm has a market capitalization of $547.66 billion, a price-to-earnings ratio of 26.30, a P/E/G ratio of 2.22 and a beta of 0.27. The company has a fifty day moving average price of $238.83 and a two-hundred day moving average price of $219.70. The company has a quick ratio of 0.77, a current ratio of 1.03 and a debt-to-equity ratio of 0.46.

Johnson & Johnson (NYSE:JNJ) last posted its quarterly earnings data on Tuesday, April 14th. The company reported $2.70 earnings per share for the quarter, beating the consensus estimate of $2.68 by $0.02. The business had revenue of $24.06 billion during the quarter, compared to the consensus estimate of $23.60 billion. Johnson & Johnson had a return on equity of 32.60% and a net margin of 21.83%.The company’s revenue was up 9.9% compared to the same quarter last year. During the same period in the prior year, the company earned $2.77 earnings per share. Johnson & Johnson has set its FY 2026 guidance at 11.450-11.650 EPS. On average, equities research analysts expect that Johnson & Johnson will post 11.57 EPS for the current fiscal year.

Johnson & Johnson Increases Dividend

The company also recently disclosed a quarterly dividend, which will be paid on Tuesday, June 9th. Stockholders of record on Tuesday, May 26th will be issued 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 2.4%. Johnson & Johnson’s dividend payout ratio is currently 60.12%.

Insider Activity at Johnson & Johnson

In other news, EVP Timothy Schmid sold 1,322 shares of the stock in a transaction that occurred on Friday, February 20th. The stock was 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 directly owned 25,447 shares of the company’s stock, valued at approximately $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 can be accessed through this hyperlink. Also, EVP Vanessa Broadhurst sold 6,197 shares of the stock in a transaction that occurred on Tuesday, February 17th. The shares were sold at an average price of $243.39, for a total value 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 ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold 30,142 shares of company stock valued at $7,360,528 over the last three months. Corporate insiders own 0.16% of the company’s stock.

Institutional Investors Weigh In On Johnson & Johnson

Several large investors have recently modified their holdings of the stock. Avion Wealth raised its stake in shares of Johnson & Johnson by 68.5% during the first quarter. Avion Wealth now owns 1,586 shares of the company’s stock worth $387,000 after purchasing an additional 645 shares during the last quarter. LGT Fund Management Co Ltd. raised its stake in shares of Johnson & Johnson by 770.7% during the first quarter. LGT Fund Management Co Ltd. now owns 112,310 shares of the company’s stock worth $27,453,000 after purchasing an additional 99,411 shares during the last quarter. Castleview Partners LLC raised its stake in shares of Johnson & Johnson by 7.5% during the first quarter. Castleview Partners LLC now owns 2,914 shares of the company’s stock worth $712,000 after purchasing an additional 203 shares during the last quarter. ARQ Wealth Advisors LLC raised its stake in shares of Johnson & Johnson by 432.1% during the first quarter. ARQ Wealth Advisors LLC now owns 21,721 shares of the company’s stock worth $5,309,000 after purchasing an additional 17,639 shares during the last quarter. Finally, Diversify Wealth Management LLC raised its stake in shares of Johnson & Johnson by 239.4% during the first quarter. Diversify Wealth Management LLC now owns 90,061 shares of the company’s stock worth $20,475,000 after purchasing an additional 63,524 shares during the last quarter. Hedge funds and other institutional investors own 69.55% of the company’s stock.

About Johnson & Johnson

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.