Mcdonald Partners LLC Sells 3,181 Shares of Johnson & Johnson $JNJ

Mcdonald Partners LLC lessened its holdings in Johnson & Johnson (NYSE:JNJ) by 16.2% during the fourth quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 16,479 shares of the company’s stock after selling 3,181 shares during the quarter. Johnson & Johnson accounts for approximately 1.1% of Mcdonald Partners LLC’s investment portfolio, making the stock its 26th biggest holding. Mcdonald Partners LLC’s holdings in Johnson & Johnson were worth $3,410,000 at the end of the most recent quarter.

Other institutional investors have also added to or reduced their stakes in the company. Abich Financial Wealth Management LLC acquired a new position in Johnson & Johnson during the third quarter worth $26,000. DecisionPoint Financial LLC increased its holdings in Johnson & Johnson by 104.2% during the fourth quarter. DecisionPoint Financial LLC now owns 147 shares of the company’s stock worth $30,000 after buying an additional 75 shares during the last quarter. Family CFO Inc acquired a new position in Johnson & Johnson during the fourth quarter worth $31,000. Stone House Investment Management LLC increased its holdings in Johnson & Johnson by 58.9% during the fourth quarter. Stone House Investment Management LLC now owns 197 shares of the company’s stock worth $41,000 after buying an additional 73 shares during the last quarter. Finally, Semmax Financial Advisors Inc. increased its holdings in Johnson & Johnson by 55.0% during the second quarter. Semmax Financial Advisors Inc. now owns 203 shares of the company’s stock worth $31,000 after buying an additional 72 shares during the last quarter. 69.55% of the stock is currently owned by institutional investors and hedge funds.

Insider Activity

In related news, EVP Vanessa Broadhurst sold 6,197 shares of the company’s stock in a transaction dated 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 transaction, the executive vice president directly owned 23,003 shares in the company, valued at approximately $5,598,700.17. This represents a 21.22% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which is accessible through this link. Also, EVP Timothy Schmid sold 22,623 shares of the company’s stock in a transaction dated Wednesday, February 18th. The shares were sold at an average price of $244.33, for a total transaction of $5,527,477.59. Following the completion of the transaction, the executive vice president owned 26,769 shares in the company, valued at $6,540,469.77. This trade represents a 45.80% 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 worth $7,360,528 over the last 90 days. 0.16% of the stock is currently owned by corporate insiders.

Johnson & Johnson News Summary

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

• Positive Sentiment: TREMFYA (guselkumab) Phase 3 FUZION data showed it is the first IL‑23 inhibitor to demonstrate efficacy in perianal fistulizing Crohn’s disease at Week 24 — a high‑unmet‑need indication that could expand TREMFYA’s label and commercial opportunity in IBD. Johnson & Johnson study shows TREMFYA® (guselkumab) is the first and only IL-23 inhibitor to demonstrate efficacy in perianal fistulizing Crohn’s disease
• Positive Sentiment: Investigational co‑antibody JNJ‑4804 reported Phase 2b DUET data showing strong clinical and endoscopic results in refractory UC and CD, supporting advancement to Phase 3 — positive for long‑term pipeline value if confirmed. Johnson & Johnson investigational co-antibody therapy JNJ-4804 shows potential to raise the bar for clinical efficacy in treating refractory inflammatory bowel disease
• Positive Sentiment: Coverage notes recent FDA wins in rare disease and schizophrenia and highlights J&J’s accelerating growth narrative — such regulatory momentum can re‑rate expectations and draw investor interest. How Investors May Respond To Johnson & Johnson (JNJ) New FDA Wins In Rare Disease And Schizophrenia
• Positive Sentiment: Network meta‑analysis shows CAPLYTA ranked highly among adjunctive MDD treatments, supporting commercial positioning for the psychiatry franchise and potential uptake in clinical practice. CAPLYTA® (lumateperone) showed greatest improvement across key efficacy outcomes among adjunctive MDD treatments in new network meta-analysis
• Neutral Sentiment: Investor‑focused articles and screens (Zacks, Yahoo, 247WallSt) are driving attention to JNJ as a dividend and growth name — may increase retail/income flows but not an immediate fundamental change. Johnson & Johnson (JNJ) is Attracting Investor Attention: Here is What You Should Know
• Neutral Sentiment: J&J‑sponsored protocol amendment for the Nanobiotix head & neck cancer study and a J&J study supporting Abiomed’s Impella 5.5 are incremental scientific wins that support partnerships and program progress but are unlikely to move near‑term revenue materially. Nanobiotix Announces Protocol Amendment to Ongoing Global Phase 3 Head and Neck Cancer Study
• Negative Sentiment: CVS will prefer lower‑cost interchangeable biosimilars over J&J’s Stelara on its main formularies starting July 1, a clear payer headwind that could reduce Stelara volumes and pricing leverage in the near term. CVS to drop J&J’s Stelara from its main formularies

Johnson & Johnson Price Performance

NYSE:JNJ opened at $225.59 on Wednesday. The company has a debt-to-equity ratio of 0.46, a current ratio of 1.03 and a quick ratio of 0.77. The firm’s fifty day moving average price is $238.49 and its two-hundred day moving average price is $220.15. Johnson & Johnson has a one year low of $146.12 and a one year high of $251.71. The company has a market cap of $543.05 billion, a P/E ratio of 26.08, a P/E/G ratio of 2.20 and a beta of 0.27.

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

Johnson & Johnson Increases Dividend

The firm also recently declared a quarterly dividend, which will be paid on Tuesday, June 9th. Investors of record on Tuesday, May 26th will be paid a $1.34 dividend. This represents a $5.36 annualized dividend and a dividend yield of 2.4%. This is a boost from Johnson & Johnson’s previous quarterly dividend of $1.30. The ex-dividend date is Tuesday, May 26th. Johnson & Johnson’s dividend payout ratio is currently 60.12%.

Wall Street Analyst Weigh In

A number of equities analysts recently weighed in on JNJ shares. JPMorgan Chase & Co. boosted their target price on shares of Johnson & Johnson from $250.00 to $260.00 and gave the stock a “neutral” rating in a report on Wednesday, April 15th. Loop Capital set a $220.00 price objective on shares of Johnson & Johnson in a report on Tuesday, January 27th. Stifel Nicolaus upped their price objective on shares of Johnson & Johnson from $220.00 to $250.00 and gave the company a “hold” rating in a report on Wednesday, April 15th. Barclays upped their price objective on shares of Johnson & Johnson from $234.00 to $255.00 and gave the company an “equal weight” rating in a report on Wednesday, April 15th. Finally, TD Cowen assumed coverage on shares of Johnson & Johnson in a report on Wednesday, April 8th. They issued a “buy” rating and a $250.00 price objective on the stock. Eighteen investment analysts have rated the stock with a Buy rating and nine have given a Hold rating to the company. Based on data from MarketBeat, the stock has an average rating of “Moderate Buy” and an average price target of $252.48.

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.