Johnson & Johnson $JNJ Holdings Lowered by Knott David M Jr

Knott David M Jr cut its stake in Johnson & Johnson (NYSE:JNJ) by 28.9% in the 1st quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 4,922 shares of the company’s stock after selling 2,000 shares during the period. Knott David M Jr’s holdings in Johnson & Johnson were worth $1,203,000 at the end of the most recent reporting period.

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

Analyst Upgrades and Downgrades

A number of equities research analysts have weighed in on JNJ shares. Barclays upped their price target 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. Sanford C. Bernstein boosted their target price on shares of Johnson & Johnson from $225.00 to $251.00 and gave the stock a “market perform” rating in a report on Wednesday, April 15th. Morgan Stanley increased their target price on shares of Johnson & Johnson from $284.00 to $294.00 and gave the company an “overweight” rating in a research note on Thursday, July 16th. Argus lifted their price target on shares of Johnson & Johnson from $240.00 to $275.00 and gave the stock a “buy” rating in a research report on Thursday, April 16th. Finally, Raymond James Financial upped their price target on Johnson & Johnson from $258.00 to $265.00 and gave the company an “outperform” rating in a report on Thursday, July 16th. One investment analyst has rated the stock with a Strong Buy rating, eighteen have given a Buy rating and six have given a Hold rating to the company. According to MarketBeat.com, Johnson & Johnson presently has an average rating of “Moderate Buy” and a consensus price target of $265.30.

Insider Buying and Selling at Johnson & Johnson

In related news, EVP Kathryn E. Wengel sold 10,000 shares of the company’s stock in a transaction on 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 transaction, the executive vice president directly owned 114,288 shares of the company’s stock, valued at approximately $27,560,551.20. The trade was a 8.05% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is accessible through the SEC website. Corporate insiders own 0.16% of the company’s stock.

Johnson & Johnson Price Performance

NYSE JNJ opened at $259.34 on Friday. The company has a current ratio of 1.03, a quick ratio of 0.77 and a debt-to-equity ratio of 0.46. Johnson & Johnson has a 1 year low of $164.23 and a 1 year high of $269.43. The company has a market cap of $624.29 billion, a PE ratio of 30.05, a PEG ratio of 2.43 and a beta of 0.24. The stock’s 50-day moving average price is $241.98 and its two-hundred day moving average price is $236.13.

Johnson & Johnson (NYSE:JNJ) last released its earnings results on Wednesday, July 15th. The company reported $2.90 earnings per share for the quarter, topping the consensus estimate of $2.84 by $0.06. Johnson & Johnson had a net margin of 21.48% and a return on equity of 32.86%. The business had revenue of $25.31 billion for the quarter, compared to the consensus estimate of $25.06 billion. During the same period last year, the firm posted $2.77 earnings per share. The firm’s quarterly revenue 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. On average, analysts predict that Johnson & Johnson will post 11.68 EPS for the current year.

Johnson & Johnson Dividend Announcement

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 given a $1.34 dividend. This represents a $5.36 annualized dividend and a dividend yield of 2.1%. The ex-dividend date of this dividend is Tuesday, August 25th. Johnson & Johnson’s dividend payout ratio (DPR) is 62.11%.

Key Headlines Impacting Johnson & Johnson

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

• Positive Sentiment: The FDA granted marketing authorization for J&J’s OTTAVA robotic surgical system, a potentially meaningful new business in soft-tissue robotics that could expand the MedTech division. Reuters article
• Positive Sentiment: J&J also reported encouraging late-stage data for its multiple myeloma therapies Tecvayli and Talvey, with the MonumenTAL-6 study showing large reductions in progression risk and death, strengthening the company’s oncology pipeline. PR Newswire article
• Positive Sentiment: Investors are also responding to J&J’s recent quarterly earnings beat and upbeat 2026 outlook, which has boosted sentiment around the stock and drawn interest from ETF investors. Yahoo Finance article
• Positive Sentiment: J&J raised its dividend, reinforcing its appeal as a defensive income stock and supporting demand from dividend-focused investors. Yahoo Finance article
• Neutral Sentiment: Several articles were commentary pieces discussing J&J’s valuation, ETF exposure, and investor attention, but they do not add a new fundamental catalyst on their own. MarketBeat article
• Negative Sentiment: A Reuters report said a judge cast doubt on roughly 69,000 talc-related cancer claims, which could still keep legal uncertainty in focus despite being framed as a procedural win for J&J. Reuters article

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.