Johnson & Johnson $JNJ Shares Sold by Evelyn Partners Investment Management LLP

Evelyn Partners Investment Management LLP trimmed its position in shares of Johnson & Johnson (NYSE:JNJ) by 2.0% during the first quarter, according to its most recent Form 13F filing with the SEC. The firm owned 135,066 shares of the company’s stock after selling 2,708 shares during the period. Johnson & Johnson comprises about 0.9% of Evelyn Partners Investment Management LLP’s portfolio, making the stock its 28th biggest position. Evelyn Partners Investment Management LLP’s holdings in Johnson & Johnson were worth $33,016,000 at the end of the most recent reporting period.

A number of other institutional investors also recently added to or reduced their stakes in JNJ. Greenberg Financial Group acquired a new position in shares of Johnson & Johnson during the 4th quarter worth about $954,000. World Investment Advisors raised its position in shares of Johnson & Johnson by 19.6% during the 4th quarter. World Investment Advisors now owns 161,343 shares of the company’s stock worth $33,390,000 after acquiring an additional 26,450 shares in the last quarter. Benchmark Financial LLC acquired a new stake in shares of Johnson & Johnson during the 4th quarter worth about $554,000. Robinhood Asset Management LLC purchased a new stake in Johnson & Johnson during the fourth quarter worth approximately $11,853,000. Finally, Principal Financial Group Inc. boosted its holdings in Johnson & Johnson by 0.8% in the fourth quarter. Principal Financial Group Inc. now owns 3,410,177 shares of the company’s stock valued at $705,736,000 after purchasing an additional 28,370 shares in the last quarter. Hedge funds and other institutional investors own 69.55% of the company’s stock.

Johnson & Johnson News Summary

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

• Positive Sentiment: Johnson & Johnson reported second-quarter revenue of $25.31 billion, up 6.6% year over year and ahead of analyst expectations. Adjusted EPS of $2.90 also exceeded consensus estimates, while management raised its 2026 earnings outlook to $11.60–$11.75 per share. Johnson & Johnson Raised Its Outlook
• Positive Sentiment: The proposed talc settlement could remove a major source of legal uncertainty for Johnson & Johnson by resolving tens of thousands of ovarian-cancer claims, provided at least 95% of remaining claims participate. The agreement follows a favorable ruling by the federal multidistrict-litigation court. Johnson & Johnson Agrees to Pay Up to $5.5 Billion to Settle Talc Lawsuits

Insider Buying and Selling at Johnson & Johnson

In other news, EVP Kathryn E. Wengel sold 10,000 shares of the stock in a transaction dated Thursday, June 11th. The shares were 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 represents a 8.05% decrease in their ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this link. Company insiders own 0.16% of the company’s stock.

Analyst Upgrades and Downgrades

A number of analysts have weighed in on the stock. Freedom Capital raised shares of Johnson & Johnson from a “hold” rating to a “strong-buy” rating in a report on Thursday, July 16th. Guggenheim restated a “buy” rating and issued a $270.00 target price on shares of Johnson & Johnson in a report on Friday, July 17th. Sanford C. Bernstein lifted their price target on shares of Johnson & Johnson from $225.00 to $251.00 and gave the stock a “market perform” rating in a research note on Wednesday, April 15th. Barclays boosted their price target on shares of Johnson & Johnson from $234.00 to $255.00 and gave the company an “equal weight” rating in a research report on Wednesday, April 15th. Finally, TD Cowen raised their price objective on Johnson & Johnson from $250.00 to $300.00 and gave the stock a “buy” rating in a report on Monday, July 13th. One analyst has rated the stock with a Strong Buy rating, eighteen have issued a Buy rating and six have assigned a Hold rating to the company. According to MarketBeat, the company presently has an average rating of “Moderate Buy” and an average target price of $265.30.

Johnson & Johnson Price Performance

Shares of NYSE JNJ opened at $266.35 on Tuesday. The stock has a market cap of $641.88 billion, a P/E ratio of 30.86, a P/E/G ratio of 2.50 and a beta of 0.24. Johnson & Johnson has a twelve month low of $164.23 and a twelve month high of $269.43. The stock has a 50 day moving average of $243.46 and a two-hundred day moving average of $236.98. 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 (NYSE:JNJ) last announced its earnings results on Wednesday, July 15th. The company reported $2.90 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $2.84 by $0.06. The business had revenue of $25.31 billion for the quarter, compared to analyst estimates of $25.06 billion. Johnson & Johnson had a net margin of 21.48% and a return on equity of 32.42%. The company’s revenue for the quarter was up 6.6% compared to the same quarter last year. During the same period last year, the firm posted $2.77 earnings per share. Johnson & Johnson has set its FY 2026 guidance at 11.600-11.750 EPS. On average, research analysts forecast that Johnson & Johnson will post 11.68 earnings per share for the current year.

Johnson & Johnson Announces Dividend

The firm also recently announced a quarterly dividend, which will be paid on Tuesday, September 8th. Stockholders of record on Tuesday, August 25th will be issued a $1.34 dividend. This represents a $5.36 dividend on an annualized basis and a dividend yield of 2.0%. The ex-dividend date of this dividend is Tuesday, August 25th. Johnson & Johnson’s dividend payout ratio is presently 62.11%.

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.