CX Institutional Sells 4,720 Shares of Johnson & Johnson $JNJ

CX Institutional lowered its stake in shares of Johnson & Johnson (NYSE:JNJ) by 13.5% in the second quarter, according to its most recent disclosure with the SEC. The fund owned 30,364 shares of the company’s stock after selling 4,720 shares during the period. CX Institutional’s holdings in Johnson & Johnson were worth $7,711,000 as of its most recent filing with the SEC.

Other institutional investors have also added to or reduced their stakes in the company. Blueline Advisors LLC bought a new stake in shares of Johnson & Johnson in the 4th quarter worth approximately $25,000. Cresta Advisors Ltd. acquired a new stake in shares of Johnson & Johnson during the 4th quarter worth approximately $26,000. DecisionPoint Financial LLC increased its position in shares of Johnson & Johnson by 104.2% during the fourth quarter. DecisionPoint Financial LLC now owns 147 shares of the company’s stock valued at $30,000 after purchasing an additional 75 shares during the period. Family CFO Inc acquired a new position in shares of Johnson & Johnson in the fourth quarter valued at $31,000. Finally, Bay Harbor Wealth Management LLC lifted its position in Johnson & Johnson by 49.0% in the fourth quarter. Bay Harbor Wealth Management LLC now owns 149 shares of the company’s stock worth $31,000 after purchasing an additional 49 shares during the period. 69.55% of the stock is owned by institutional investors and hedge funds.

Insider Activity

In related news, EVP Vanessa Broadhurst sold 23,054 shares of the stock in a transaction that occurred on Monday, July 20th. The stock was sold at an average price of $251.27, for a total transaction of $5,792,778.58. Following the sale, the executive vice president directly owned 23,003 shares in the company, valued at $5,779,963.81. This represents a 50.06% decrease in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available at the SEC website. Also, EVP Kathryn E. Wengel sold 10,000 shares of the firm’s stock in a transaction on Thursday, June 11th. The shares were sold at an average price of $241.15, for a total value of $2,411,500.00. Following the sale, the executive vice president directly owned 114,288 shares of the company’s stock, valued at $27,560,551.20. This represents a 8.05% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. 0.16% of the stock is currently owned by corporate insiders.

Wall Street Analyst Weigh In

JNJ has been the topic of a number of recent research reports. Raymond James Financial set a $280.00 price target on shares of Johnson & Johnson in a research note on Monday. Citigroup raised their price objective on shares of Johnson & Johnson from $285.00 to $298.00 and gave the stock a “buy” rating in a report on Wednesday, July 8th. Scotiabank reiterated an “outperform” rating and set a $305.00 target price on shares of Johnson & Johnson in a research report on Thursday, July 16th. Sanford C. Bernstein upped their target price on shares of Johnson & Johnson from $225.00 to $251.00 and gave the company a “market perform” rating in a research note on Wednesday, April 15th. Finally, Freedom Capital upgraded shares of Johnson & Johnson from a “hold” rating to a “strong-buy” rating in a research note on Thursday, July 16th. One research analyst has rated the stock with a Strong Buy rating, eighteen have issued a Buy rating and six have given a Hold rating to the stock. Based on data from MarketBeat.com, the company presently has an average rating of “Moderate Buy” and a consensus target price of $267.48.

Johnson & Johnson Stock Performance

Johnson & Johnson stock opened at $254.54 on Tuesday. The firm has a market capitalization of $613.41 billion, a P/E ratio of 29.49, a P/E/G ratio of 2.43 and a beta of 0.24. The stock has a fifty day moving average price of $246.25 and a two-hundred day moving average price of $238.80. Johnson & Johnson has a 52-week low of $166.64 and a 52-week high of $274.90. The company has a debt-to-equity ratio of 0.44, a current ratio of 1.09 and a quick ratio of 0.81.

Johnson & Johnson (NYSE:JNJ) last issued its earnings results on Wednesday, July 15th. The company reported $2.90 EPS for the quarter, beating the consensus estimate of $2.84 by $0.06. Johnson & Johnson had a net margin of 21.48% and a return on equity of 32.42%. The company had revenue of $25.31 billion for the quarter, compared to the consensus estimate of $25.06 billion. During the same quarter in the previous year, the company earned $2.77 EPS. The firm’s revenue for the quarter was up 6.6% compared to the same quarter last year. Johnson & Johnson has set its FY 2026 guidance at 11.600-11.750 EPS. As a group, analysts anticipate that Johnson & Johnson will post 11.69 EPS for the current fiscal year.

Johnson & Johnson Announces Dividend

The company also recently declared a quarterly dividend, which will be paid on Tuesday, September 8th. Shareholders of record on Tuesday, August 25th will be given a $1.34 dividend. The ex-dividend date is Tuesday, August 25th. This represents a $5.36 dividend on an annualized basis and a yield of 2.1%. Johnson & Johnson’s payout ratio is 62.11%.

More Johnson & Johnson News

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

• Positive Sentiment: Johnson & Johnson received FDA authorization for OTTAVA, its robotic-assisted surgical system, and is preparing for market introduction. Management discussed the system’s design, potential operating-room benefits and commercialization plans, creating a potential new growth platform beyond JNJ’s established pharmaceutical and medical-device businesses. Johnson & Johnson Discusses FDA Authorization and Market Introduction of OTTAVA Robotic Surgical System
• Positive Sentiment: Commentary from Jim Cramer characterized OTTAVA’s FDA milestone as a catalyst that improved sentiment toward JNJ after investors initially underappreciated the company’s strong earnings report. The assessment is opinion-based, but it reflects increased visibility for the robotics opportunity. Jim Cramer Analyzes Johnson & Johnson After Surgical Robotics Milestone
• Positive Sentiment: Johnson & Johnson’s oncology business delivered strong second-quarter growth, supported by Darzalex, Erleada and newer cancer treatments. Continued oncology momentum could help offset mature-product pressure and support long-term earnings growth. J&J’s Strong Q2 Oncology Performance Fuels Future Growth Hopes
• Positive Sentiment: Wells Fargo raised its JNJ price target from $272 to $282 and maintained an “overweight” rating, signaling confidence in the company’s earnings outlook and growth initiatives. Wells Fargo Price Target Update
• Positive Sentiment: Reports also highlighted a roughly $3.5 billion biotech transaction or strategic move that expands JNJ’s oncology pipeline, potentially strengthening its future pharmaceutical portfolio. Johnson & Johnson Oncology Pipeline Expansion
• Neutral Sentiment: Market coverage continues to present JNJ as a defensive, dividend-oriented value stock, particularly as technology shares weaken and healthcare attracts broader value-ETF inflows. This may support demand but is not a company-specific catalyst. The S&P 493 Are Staging a Comeback
• Negative Sentiment: OTTAVA must compete with robotic-surgery systems that entered the market earlier, so FDA authorization does not guarantee rapid adoption or meaningful near-term revenue. Investors may also view JNJ’s valuation as demanding after its strong run.

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.