Johnson & Johnson $JNJ Shares Sold by Blue Trust Inc.

Blue Trust Inc. lowered its holdings in Johnson & Johnson (NYSE:JNJ) by 5.7% in the first quarter, according to its most recent Form 13F filing with the SEC. The fund owned 62,568 shares of the company’s stock after selling 3,790 shares during the period. Blue Trust Inc.’s holdings in Johnson & Johnson were worth $15,294,000 at the end of the most recent reporting period.

Several other hedge funds and other institutional investors also recently bought and sold shares of JNJ. TrueMark Investments LLC raised its position in shares of Johnson & Johnson by 6.3% during the 1st quarter. TrueMark Investments LLC now owns 44,200 shares of the company’s stock worth $10,804,000 after purchasing an additional 2,627 shares during the period. Eagle Capital Management LLC bought a new position in Johnson & Johnson during the 1st quarter worth $251,000. Trust Co. of Oklahoma grew its stake in Johnson & Johnson by 14.4% during the 1st quarter. Trust Co. of Oklahoma now owns 3,967 shares of the company’s stock worth $970,000 after buying an additional 499 shares during the last quarter. RFG Advisory LLC increased its position in Johnson & Johnson by 6.8% in the first quarter. RFG Advisory LLC now owns 20,398 shares of the company’s stock worth $4,986,000 after buying an additional 1,307 shares during the period. Finally, Fifth Third Wealth Advisors LLC lifted its stake in Johnson & Johnson by 36.2% in the first quarter. Fifth Third Wealth Advisors LLC now owns 53,954 shares of the company’s stock valued at $13,188,000 after buying an additional 14,336 shares during the last quarter. 69.55% of the stock is currently owned by hedge funds and other institutional investors.

Analysts Set New Price Targets

Several equities analysts have recently issued reports on the company. The Goldman Sachs Group boosted their price objective on Johnson & Johnson from $265.00 to $275.00 and gave the stock a “buy” rating in a research report on Wednesday, April 15th. HSBC lifted their target price on Johnson & Johnson from $265.00 to $280.00 and gave the company a “buy” rating in a research note on Tuesday, March 17th. Stifel Nicolaus boosted their price target on Johnson & Johnson from $220.00 to $250.00 and gave the stock a “hold” rating in a research report on Wednesday, April 15th. TD Cowen began coverage on Johnson & Johnson in a research note on Wednesday, April 8th. They issued a “buy” rating and a $250.00 price target for the company. Finally, JPMorgan Chase & Co. raised their price target on Johnson & Johnson from $250.00 to $260.00 and gave the company a “neutral” rating in a report on Wednesday, April 15th. Twenty investment analysts have rated the stock with a Buy rating and seven have assigned a Hold rating to the stock. According to data from MarketBeat.com, the stock currently has a consensus rating of “Moderate Buy” and an average price target of $256.70.

Johnson & Johnson News Roundup

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

• Positive Sentiment: Guggenheim raised its price target on Johnson & Johnson to $270 from $266 and reiterated a Buy rating, reinforcing bullish analyst sentiment after recent strength in the shares. Benzinga reference
• Positive Sentiment: The company said new data from its IMAAVY (nipocalimab-aahu) program support sustained disease control in generalized myasthenia gravis, adding to optimism around its immunology pipeline and future growth prospects. PR Newswire reference
• Positive Sentiment: European regulators also issued a CHMP recommendation advancing TECVAYLI plus daratumumab as a potential standard of care in relapsed/refractory multiple myeloma, which could help support J&J’s oncology franchise. Article reference
• Positive Sentiment: Broader market commentary also points to healthcare stocks like Johnson & Johnson becoming a haven for investors rotating out of tech, which is helping lift sentiment across the sector. MarketWatch reference
• Neutral Sentiment: Recent articles also highlighted J&J as a “best stock for beginners” and a dependable dividend name, but those are more general reputation pieces than immediate stock-moving catalysts. Article reference
• Neutral Sentiment: Analysts are still looking for only single-digit earnings growth ahead of the next quarterly report, so while expectations remain solid, the near-term upside may depend on continued pipeline and product execution. Article reference

Insider Buying and Selling at Johnson & Johnson

In related news, EVP Kathryn E. Wengel sold 10,000 shares of Johnson & Johnson 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 completion of the sale, the executive vice president 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 position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this link. Corporate insiders own 0.16% of the company’s stock.

Johnson & Johnson Stock Performance

Shares of JNJ stock opened at $254.64 on Friday. Johnson & Johnson has a fifty-two week low of $151.01 and a fifty-two week high of $255.11. The stock’s 50-day moving average is $230.92 and its two-hundred day moving average is $229.43. 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 has a market cap of $612.98 billion, a P/E ratio of 29.44, a PEG ratio of 2.40 and a beta of 0.26.

Johnson & Johnson (NYSE:JNJ) last announced 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 business had revenue of $24.06 billion during the quarter, compared to analysts’ expectations of $23.60 billion. During the same quarter in the previous year, the business posted $2.77 EPS. The firm’s quarterly 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. Analysts predict that Johnson & Johnson will post 11.57 earnings per share for the current fiscal year.

Johnson & Johnson Increases Dividend

The firm also recently declared a quarterly dividend, which was paid on Tuesday, June 9th. Stockholders of record on Tuesday, May 26th were paid a dividend of $1.34 per share. This is a positive change from Johnson & Johnson’s previous quarterly dividend of $1.30. The ex-dividend date was Tuesday, May 26th. This represents a $5.36 annualized dividend and a dividend yield of 2.1%. Johnson & Johnson’s dividend payout ratio (DPR) is currently 61.97%.

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.