Johnson & Johnson $JNJ Shares Sold by True North Advisors LLC

True North Advisors LLC lessened its holdings in Johnson & Johnson (NYSE:JNJ) by 29.0% during the first quarter, according to its most recent filing with the Securities and Exchange Commission. The institutional investor owned 7,128 shares of the company’s stock after selling 2,915 shares during the quarter. True North Advisors LLC’s holdings in Johnson & Johnson were worth $1,742,000 as of its most recent filing with the Securities and Exchange Commission.

Other institutional investors and hedge funds also recently added to or reduced their stakes in the company. Greenberg Financial Group purchased a new position in shares of Johnson & Johnson in the 4th quarter valued at about $954,000. World Investment Advisors boosted its holdings in Johnson & Johnson by 19.6% during the fourth quarter. World Investment Advisors now owns 161,343 shares of the company’s stock worth $33,390,000 after buying an additional 26,450 shares in the last quarter. Benchmark Financial LLC acquired a new position in Johnson & Johnson during the fourth quarter worth about $554,000. Sagespring Wealth Partners LLC increased its holdings in Johnson & Johnson by 6.2% in the fourth quarter. Sagespring Wealth Partners LLC now owns 45,222 shares of the company’s stock valued at $9,359,000 after buying an additional 2,660 shares in the last quarter. Finally, Robinhood Asset Management LLC acquired a new stake in shares of Johnson & Johnson during the 4th quarter valued at approximately $11,853,000. Institutional investors and hedge funds own 69.55% of the company’s stock.

Analyst Upgrades and Downgrades

JNJ has been the topic of a number of research reports. Bank of America upped their price target on Johnson & Johnson from $254.00 to $263.00 and gave the stock a “neutral” rating in a report on Friday, July 10th. Morgan Stanley lifted their price objective on Johnson & Johnson from $284.00 to $294.00 and gave the stock an “overweight” rating in a report on Thursday. Leerink Partners raised Johnson & Johnson from a “market perform” rating to an “outperform” rating and set a $265.00 target price on the stock in a report on Wednesday, May 13th. TD Cowen raised their price target on Johnson & Johnson from $250.00 to $300.00 and gave the company a “buy” rating in a research report on Monday, July 13th. Finally, Citigroup lifted their price target on Johnson & Johnson from $285.00 to $298.00 and gave the stock a “buy” rating in a research note on Wednesday, July 8th. One equities research analyst has rated the stock with a Strong Buy rating, nineteen have given a Buy rating and six have issued a Hold rating to the company. According to MarketBeat.com, the company has a consensus rating of “Moderate Buy” and an average target price of $265.30.

Insider Activity at Johnson & Johnson

In related news, EVP Kathryn E. Wengel sold 10,000 shares of Johnson & Johnson stock in a transaction dated Thursday, June 11th. The stock was sold at an average price of $241.15, for a total transaction of $2,411,500.00. Following the completion of the sale, the executive vice president owned 114,288 shares in the company, valued at approximately $27,560,551.20. This trade represents a 8.05% decrease in their position. The transaction was disclosed in a document filed with the SEC, which can be accessed through this hyperlink. 0.16% of the stock is currently owned by insiders.

Johnson & Johnson Trading Down 1.7%

Shares of JNJ opened at $248.83 on Tuesday. The company has a debt-to-equity ratio of 0.46, a current ratio of 1.03 and a quick ratio of 0.77. Johnson & Johnson has a 1-year low of $162.78 and a 1-year high of $269.43. The stock has a market cap of $598.99 billion, a price-to-earnings ratio of 28.83, a price-to-earnings-growth ratio of 2.39 and a beta of 0.24. The firm has a 50 day simple moving average of $240.37 and a 200-day simple moving average of $235.11.

Johnson & Johnson (NYSE:JNJ) last posted its earnings results on Wednesday, July 15th. The company reported $2.90 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $2.84 by $0.06. The firm had revenue of $25.31 billion for the quarter, compared to analyst estimates of $25.06 billion. Johnson & Johnson had a return on equity of 32.86% and a net margin of 21.48%.Johnson & Johnson’s revenue was up 6.6% on a year-over-year basis. During the same quarter in the prior year, the company earned $2.77 EPS. Johnson & Johnson has set its FY 2026 guidance at 11.600-11.750 EPS. Equities analysts forecast that Johnson & Johnson will post 11.68 EPS for the current fiscal year.

Johnson & Johnson Dividend Announcement

The business also recently disclosed a quarterly dividend, which will be paid on Tuesday, September 8th. Investors of record on Tuesday, August 25th will be paid a dividend of $1.34 per share. 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 2.2%. Johnson & Johnson’s dividend payout ratio (DPR) is presently 62.11%.

Key Stories Impacting Johnson & Johnson

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

• Positive Sentiment: J&J’s robust Q2 performance beat estimates for both earnings and revenue, prompting the company to raise its 2026 outlook and reinforcing confidence in its core pharmaceuticals and MedTech businesses. Article: Should You Buy, Sell or Hold J&J’s Stock Post a Robust Q2 Performance?
• Positive Sentiment: New MedTech developments, including an acquisition in spine technologies and FDA approval for a heart-device platform, add to J&J’s growth story and expand its medical device portfolio. Article: Johnson & Johnson (JNJ) Buys Spine Tech And Wins FDA Nod For Heart Device
• Positive Sentiment: Several articles framed J&J as a long-term defensive holding, citing its diversified healthcare footprint, AAA-like balance sheet strength, and 64-year dividend growth streak, which can support investor demand during market volatility. Article: Why Johnson & Johnson Is a Stock You Can Own Forever

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.