Ghe LLC Sells 10,874 Shares of Johnson & Johnson $JNJ

Ghe LLC cut its holdings in shares of Johnson & Johnson (NYSE:JNJ) by 95.1% during the 1st quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 563 shares of the company’s stock after selling 10,874 shares during the period. Ghe LLC’s holdings in Johnson & Johnson were worth $138,000 at the end of the most recent quarter.

Several other institutional investors and hedge funds have also recently added to or reduced their stakes in JNJ. Auto Owners Insurance Co lifted its holdings in shares of Johnson & Johnson by 22,225.6% during the fourth quarter. Auto Owners Insurance Co now owns 69,419,308 shares of the company’s stock worth $1,436,633,000 after purchasing an additional 69,108,368 shares during the period. Norges Bank acquired a new stake in Johnson & Johnson in the fourth quarter valued at $6,924,523,000. Capital World Investors bought a new position in Johnson & Johnson during the 4th quarter worth $2,005,942,000. Diamant Asset Management Inc. lifted its holdings 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 worth $109,338,000 after buying an additional 4,454,778 shares during the period. Finally, Vanguard Group Inc. lifted its holdings in Johnson & Johnson by 1.6% during the 4th quarter. Vanguard Group Inc. now owns 240,349,660 shares of the company’s stock worth $49,740,362,000 after buying an additional 3,731,074 shares during the period. 69.55% of the stock is currently owned by institutional investors and hedge funds.

Analyst Ratings Changes

A number of analysts have weighed in on JNJ shares. Stifel Nicolaus set a $260.00 target price on shares of Johnson & Johnson in a research report on Wednesday. Weiss Ratings downgraded shares of Johnson & Johnson from a “buy (b)” rating to a “buy (b-)” rating in a research report on Monday, June 15th. Raymond James Financial upped their price objective on shares of Johnson & Johnson from $237.00 to $258.00 and gave the company an “outperform” rating in a research note on Wednesday, April 15th. Leerink Partners upgraded shares of Johnson & Johnson from a “market perform” rating to an “outperform” rating and set a $265.00 price objective for the company in a research report on Wednesday, May 13th. Finally, Sanford C. Bernstein boosted their target price on shares of Johnson & Johnson from $225.00 to $251.00 and gave the company a “market perform” rating in a report on Wednesday, April 15th. Twenty investment analysts have rated the stock with a Buy rating and seven have issued a Hold rating to the stock. Based on data from MarketBeat.com, Johnson & Johnson has a consensus rating of “Moderate Buy” and an average price target of $261.70.

Key Stories Impacting Johnson & Johnson

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

• Positive Sentiment: JNJ beat Q2 estimates, with EPS of $2.90 and revenue of $25.31 billion, helped by strong pharmaceutical growth from Darzalex, Tremfya and Spravato. Reuters article
• Positive Sentiment: The company raised FY 2026 guidance to EPS of $11.60-$11.75 and revenue of about $100.8 billion-$101.4 billion, signaling management confidence in continued growth. Business Wire article
• Positive Sentiment: Jefferies highlighted Spravato’s strong sales growth as a positive read-through for the broader psychedelic/depression-treatment market, reinforcing the value of J&J’s innovative medicines franchise. Proactive Investors article
• Positive Sentiment: Unusual options activity leaned bullish, with traders buying more JNJ call options than usual, suggesting some expectations for upside after earnings.
• Neutral Sentiment: Johnson & Johnson declared a quarterly dividend of $1.34 per share, underscoring its shareholder-return profile and dividend-king status.
• Neutral Sentiment: Stifel maintained a Hold rating with a $260 price target, reflecting a balanced view after the earnings report. TipRanks article
• Negative Sentiment: Despite the beat-and-raise quarter, the stock slipped because investors appeared underwhelmed relative to elevated expectations and are still weighing MedTech softness and talc-related legal risk. MarketBeat article

Johnson & Johnson Price Performance

Shares of JNJ opened at $247.55 on Thursday. The firm has a market cap of $595.90 billion, a PE ratio of 28.62, a price-to-earnings-growth ratio of 2.42 and a beta of 0.24. Johnson & Johnson has a 52-week low of $159.80 and a 52-week high of $269.43. The business’s 50 day moving average price is $238.64 and its two-hundred day moving average price is $234.20. The company has a debt-to-equity ratio of 0.46, a quick ratio of 0.77 and a current ratio of 1.03.

Johnson & Johnson (NYSE:JNJ) last released its quarterly earnings data on Wednesday, July 15th. The company reported $2.90 earnings per share for the quarter, beating the consensus estimate of $2.84 by $0.06. The company had revenue of $25.31 billion during the quarter, compared to analyst estimates of $25.02 billion. Johnson & Johnson had a net margin of 21.83% and a return on equity of 32.60%. Johnson & Johnson’s revenue for the quarter was up 6.6% compared to the same quarter last year. During the same quarter in the previous 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 anticipate that Johnson & Johnson will post 11.58 EPS for the current year.

Johnson & Johnson Announces Dividend

The company also recently announced 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 is Tuesday, August 25th. 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

In other Johnson & Johnson news, 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 transaction, the executive vice president owned 114,288 shares in the company, valued at approximately $27,560,551.20. This represents a 8.05% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through this hyperlink. 0.16% of the stock is owned by insiders.

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.