Johnson & Johnson $JNJ is Boston Trust Walden Corp’s 10th Largest Position

Boston Trust Walden Corp trimmed its position in Johnson & Johnson (NYSE:JNJ) by 11.2% in the 1st quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm owned 594,061 shares of the company’s stock after selling 74,565 shares during the quarter. Johnson & Johnson makes up approximately 1.2% of Boston Trust Walden Corp’s portfolio, making the stock its 10th largest position. Boston Trust Walden Corp’s holdings in Johnson & Johnson were worth $145,212,000 at the end of the most recent reporting period.

Several other institutional investors have also made changes to their positions in the company. Auto Owners Insurance Co boosted its stake in Johnson & Johnson by 22,225.6% in the 4th quarter. Auto Owners Insurance Co now owns 69,419,308 shares of the company’s stock worth $1,436,633,000 after purchasing an additional 69,108,368 shares during the period. Norges Bank acquired a new position in Johnson & Johnson in the 4th quarter valued at approximately $6,924,523,000. Capital World Investors purchased a new stake in shares of Johnson & Johnson during the fourth quarter worth $2,005,942,000. Diamant Asset Management Inc. lifted its holdings in shares of Johnson & Johnson by 24,436.5% during the 1st quarter. Diamant Asset Management Inc. now owns 4,473,008 shares of the company’s stock valued at $109,338,000 after buying an additional 4,454,778 shares during the last quarter. Finally, Vanguard Group Inc. lifted its holdings in shares of Johnson & Johnson by 1.6% during the 4th quarter. Vanguard Group Inc. now owns 240,349,660 shares of the company’s stock valued at $49,740,362,000 after buying an additional 3,731,074 shares during the last quarter. 69.55% of the stock is owned by hedge funds and other institutional investors.

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 dated 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 owned 114,288 shares of the company’s stock, valued at $27,560,551.20. The trade was a 8.05% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which is available through this hyperlink. Company insiders own 0.16% of the company’s stock.

Johnson & Johnson Stock Down 0.2%

JNJ stock opened at $262.52 on Monday. Johnson & Johnson has a twelve month low of $154.21 and a twelve month high of $263.10. The company has a quick ratio of 0.77, a current ratio of 1.03 and a debt-to-equity ratio of 0.46. The company has a market cap of $631.93 billion, a PE ratio of 30.35, a price-to-earnings-growth ratio of 2.58 and a beta of 0.24. The business’s 50-day simple moving average is $233.72 and its 200 day simple moving average is $231.37.

Johnson & Johnson (NYSE:JNJ) last posted 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 return on equity of 32.60% and a net margin of 21.83%.The firm had revenue of $24.06 billion during the quarter, compared to analysts’ expectations of $23.60 billion. During the same quarter in the prior year, the firm posted $2.77 EPS. The company’s revenue for the quarter was up 9.9% on a year-over-year basis. Johnson & Johnson has set its FY 2026 guidance at 11.450-11.650 EPS. On average, research analysts anticipate that Johnson & Johnson will post 11.57 earnings per share for the current year.

Johnson & Johnson Increases Dividend

The firm also recently disclosed a quarterly dividend, which was paid on Tuesday, June 9th. Stockholders of record on Tuesday, May 26th were issued 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 was Tuesday, May 26th. This is a positive change from Johnson & Johnson’s previous quarterly dividend of $1.30. Johnson & Johnson’s payout ratio is 61.97%.

Johnson & Johnson News Summary

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

• Positive Sentiment: Members of Congress have been buying J&J shares, which can signal confidence in the company’s prospects and may attract attention from retail investors. Members of Congress Are Loading Up on Johnson & Johnson and UnitedHealth. Here’s Why Retail Investors Should Pay Attention.
• Positive Sentiment: Johnson & Johnson launched its Dual-Energy THERMOCOOL SMARTTOUCH SF cardiac ablation platform in Europe, adding a commercial growth catalyst in its medtech business. Johnson & Johnson (JNJ) Launches Dual-Energy Cardiac Ablation Catheter in Europe
• Positive Sentiment: J&J is being highlighted as a top dividend and defensive healthcare name, with articles pointing to its reliable cash flow, dividend profile, and long-term appeal. Johnson & Johnson (JNJ): Focused on Cancer and Neuroscience as a Top Dividend Aristocrat Stock to Buy
• Positive Sentiment: Recent updates say J&J is strengthening its cancer pipeline, including European progress for Tecvayli in combination with Darzalex and an acquisition of Firefly Bio to expand oncology research. Johnson & Johnson (JNJ) Expands Cancer Pipeline As Talc Verdict Eases One Risk
• Neutral Sentiment: Several market commentary pieces reiterated bullish Wall Street views and compared J&J favorably with AbbVie, supporting the stock’s valuation narrative but not adding a major new catalyst. Is It Worth Investing in Johnson & Johnson (JNJ) Based on Wall Street’s Bullish Views?
• Neutral Sentiment: J&J was also featured in dividend-income and portfolio articles, which helps reinforce its reputation as a stable income stock, though these pieces are unlikely to move shares much on their own. J&J or AbbVie: Which Stock Deserves a Place in Your Portfolio Now?
• Negative Sentiment: No major negative company-specific headline stood out in the latest set of articles; the closest risk item is that ongoing litigation remains a background concern, even as one recent talc verdict went J&J’s way. Johnson & Johnson (JNJ) Expands Cancer Pipeline As Talc Verdict Eases One Risk

Analyst Ratings Changes

A number of research firms recently commented on JNJ. The Goldman Sachs Group increased their price objective on Johnson & Johnson from $265.00 to $275.00 and gave the stock a “buy” rating in a report on Wednesday, April 15th. Leerink Partners raised shares of Johnson & Johnson from a “market perform” rating to an “outperform” rating and set a $265.00 target price for the company in a research report on Wednesday, May 13th. Raymond James Financial increased their price target on shares of Johnson & Johnson from $237.00 to $258.00 and gave the stock an “outperform” rating in a research note on Wednesday, April 15th. Morgan Stanley set a $283.00 price objective on shares of Johnson & Johnson in a research note on Wednesday, April 15th. Finally, TD Cowen initiated coverage on shares of Johnson & Johnson in a research report on Wednesday, April 8th. They set a “buy” rating and a $250.00 target price on the stock. Twenty analysts have rated the stock with a Buy rating and seven have issued a Hold rating to the stock. According to MarketBeat.com, the company presently has an average rating of “Moderate Buy” and an average target price of $256.70.

Johnson & Johnson 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.