Insider Selling: Johnson & Johnson (NYSE:JNJ) EVP Sells $3,950,400.00 in Stock

Johnson & Johnson (NYSE:JNJ) EVP Jennifer Taubert sold 15,000 shares of the business’s stock in a transaction on Monday, August 17th. The stock was sold at an average price of $263.36, for a total transaction of $3,950,400.00. Following the completion of the sale, the executive vice president directly owned 194,451 shares of the company’s stock, valued at $51,210,615.36. This represents a 7.16% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through the SEC website.

Johnson & Johnson Stock Down 2.0%

Shares of NYSE:JNJ opened at $268.06 on Friday. The stock’s 50-day moving average price is $254.48 and its 200-day moving average price is $242.52. Johnson & Johnson has a 12-month low of $173.33 and a 12-month high of $276.47. The stock has a market capitalization of $646.00 billion, a P/E ratio of 31.06, a price-to-earnings-growth ratio of 2.61 and a beta of 0.24. 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 released its earnings results on Wednesday, July 15th. The company reported $2.90 earnings per share for the quarter, beating analysts’ consensus estimates of $2.84 by $0.06. The company had revenue of $25.31 billion during the quarter, compared to analyst estimates of $25.06 billion. Johnson & Johnson had a return on equity of 32.42% and a net margin of 21.48%.Johnson & Johnson’s revenue for the quarter was up 6.6% on a year-over-year basis. During the same quarter in the previous year, the company 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 11.61 earnings per share for the current year.

Johnson & Johnson Dividend Announcement

The business also recently disclosed a quarterly dividend, which will be paid on Tuesday, September 8th. Stockholders of record on Tuesday, August 25th will be paid a dividend of $1.34 per share. 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 62.11%.

Wall Street Analyst Weigh In

Several equities research analysts have weighed in on the stock. Leerink Partners raised shares of Johnson & Johnson from a “market perform” rating to an “outperform” rating and set a $265.00 price target for the company in a research report on Wednesday, May 13th. Wells Fargo & Company boosted their price objective on shares of Johnson & Johnson from $272.00 to $282.00 and gave the company an “overweight” rating in a research report on Monday, August 3rd. Raymond James Financial set a $280.00 target price on shares of Johnson & Johnson in a report on Monday, August 3rd. Wall Street Zen downgraded shares of Johnson & Johnson from a “buy” rating to a “hold” rating in a research note on Saturday, August 1st. Finally, Bank of America lifted their price objective on Johnson & Johnson from $254.00 to $263.00 and gave the company a “neutral” rating in a research report on Friday, July 10th. One equities 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. According to MarketBeat, the stock currently has a consensus rating of “Moderate Buy” and a consensus target price of $268.22.

Key Johnson & Johnson News

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

• Positive Sentiment: AI-powered bronchoscopy expansion supports MedTech growth. The FDA cleared J&J’s MONARCH QUEST 3 software, adding AI-assisted planning, 3D imaging and navigation capabilities to its robotic lung-diagnostics platform. The upgrade could improve procedure accuracy and help drive adoption of J&J’s surgical-robotics portfolio. Johnson & Johnson expands robotic bronchoscopy push
• Positive Sentiment: New medicines may offset patent-related pressure. Recent commentary points to J&J’s immunology and neuroscience launches as potential growth engines capable of cushioning declining sales as older products, including Stelara, face loss-of-exclusivity challenges. Johnson & Johnson future growth outlook
• Positive Sentiment: Analyst sentiment and fundamentals remain supportive. J&J recently exceeded quarterly EPS and revenue expectations, with revenue rising 6.6% year over year and 2026 EPS guidance set at $11.60–$11.75. Analysts cited in recent coverage continue to rate the stock favorably ahead of third-quarter earnings, while the company’s 64-year record of dividend increases remains attractive to income-focused investors. Analysts favor JNJ ahead of earnings
• Neutral Sentiment: Seaport Therapeutics is a potential strategic opportunity. J&J and other large pharmaceutical companies are reportedly watching Seaport’s newly public prodrug platform. Any future partnership or acquisition speculation is preliminary and has not yet created a measurable earnings impact. Why J&J is watching Seaport after its IPO
• Negative Sentiment: Profit-taking and elevated valuation may be weighing on sentiment. JNJ recently traded close to its 52-week high, and the retreat followed a strong run. With the stock valued at roughly 31 times earnings, investors may be demanding continued execution before pushing shares higher.
• Negative Sentiment: Insider selling adds a modest cautionary signal. Executive Vice President Jennifer Taubert sold 15,000 shares worth approximately $3.95 million, reducing her holdings by 7.16%. The transaction is not evidence of deteriorating fundamentals but could temper near-term sentiment. SEC insider transaction filing

Institutional Investors Weigh In On Johnson & Johnson

Several large investors have recently bought and sold shares of the business. Silver Coast Investments LLC boosted its holdings in Johnson & Johnson by 3.8% during the second quarter. Silver Coast Investments LLC now owns 1,066 shares of the company’s stock worth $271,000 after buying an additional 39 shares in the last quarter. Townsend Asset Management Corp NC ADV lifted its stake in Johnson & Johnson by 0.6% in the 2nd quarter. Townsend Asset Management Corp NC ADV now owns 6,418 shares of the company’s stock valued at $1,630,000 after buying an additional 39 shares in the last quarter. Triumph Capital Management boosted its stake in shares of Johnson & Johnson by 1.6% during the second quarter. Triumph Capital Management now owns 2,531 shares of the company’s stock valued at $643,000 after acquiring an additional 39 shares during the last quarter. Denali Advisors LLC boosted its stake in shares of Johnson & Johnson by 1.2% during the 2nd quarter. Denali Advisors LLC now owns 3,305 shares of the company’s stock worth $839,000 after purchasing an additional 40 shares during the last quarter. Finally, Sierra Capital LLC grew its holdings in shares of Johnson & Johnson by 0.5% during the fourth quarter. Sierra Capital LLC now owns 8,144 shares of the company’s stock worth $1,685,000 after buying an additional 41 shares in the last quarter. 69.55% of the stock is currently owned by institutional investors.

About Johnson & Johnson

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.