Johnson & Johnson $JNJ Shares Sold by Mayar Capital Ltd.

Mayar Capital Ltd. trimmed its stake in shares of Johnson & Johnson (NYSE:JNJ) by 52.0% in the fourth quarter, Holdings Channel.com reports. The fund owned 31,241 shares of the company’s stock after selling 33,900 shares during the period. Johnson & Johnson makes up about 8.8% of Mayar Capital Ltd.’s holdings, making the stock its 6th largest holding. Mayar Capital Ltd.’s holdings in Johnson & Johnson were worth $6,465,000 at the end of the most recent reporting period.

Other hedge funds and other institutional investors also recently modified their holdings of the company. Abich Financial Wealth Management LLC acquired a new stake in shares of Johnson & Johnson during the 3rd quarter valued at approximately $26,000. Clayton Financial Group LLC acquired a new stake in shares of Johnson & Johnson during the 3rd quarter valued at approximately $28,000. Family CFO Inc acquired a new position in shares of Johnson & Johnson during the 4th quarter worth approximately $31,000. Stone House Investment Management LLC raised its position in shares of Johnson & Johnson by 58.9% during the 4th quarter. Stone House Investment Management LLC now owns 197 shares of the company’s stock worth $41,000 after purchasing an additional 73 shares during the last quarter. Finally, Semmax Financial Advisors Inc. raised its position in shares of Johnson & Johnson by 55.0% during the 2nd quarter. Semmax Financial Advisors Inc. now owns 203 shares of the company’s stock worth $31,000 after purchasing an additional 72 shares during the last quarter. 69.55% of the stock is currently owned by institutional investors and hedge funds.

Wall Street Analyst Weigh In

Several research analysts recently issued reports on JNJ shares. Weiss Ratings restated a “buy (b)” rating on shares of Johnson & Johnson in a research report on Wednesday, January 28th. Wells Fargo & Company lifted their price objective on Johnson & Johnson from $240.00 to $263.00 and gave the stock an “overweight” rating in a research report on Wednesday, April 15th. Scotiabank restated an “outperform” rating on shares of Johnson & Johnson in a research report on Thursday, January 22nd. Wall Street Zen downgraded Johnson & Johnson from a “buy” rating to a “hold” rating in a research report on Saturday, February 14th. Finally, UBS Group restated a “buy” rating on shares of Johnson & Johnson in a research report on Monday, January 5th. Eighteen research analysts have rated the stock with a Buy rating and nine have issued a Hold rating to the company. Based on data from MarketBeat, the company has a consensus rating of “Moderate Buy” and an average target price of $252.48.

Johnson & Johnson Stock Performance

NYSE JNJ opened at $230.67 on Friday. The business’s 50-day moving average price is $240.50 and its 200 day moving average price is $218.19. Johnson & Johnson has a twelve month low of $146.12 and a twelve month high of $251.71. The company has a market capitalization of $555.60 billion, a PE ratio of 26.67, a price-to-earnings-growth ratio of 2.21 and a beta of 0.34. The company has a current ratio of 1.03, a quick ratio of 0.77 and a debt-to-equity ratio of 0.48.

Johnson & Johnson (NYSE:JNJ) last issued its quarterly earnings results on Tuesday, April 14th. The company reported $2.70 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $2.68 by $0.02. Johnson & Johnson had a return on equity of 32.75% and a net margin of 21.83%.The firm had revenue of $24.06 billion for the quarter, compared to analyst estimates of $23.60 billion. During the same period last year, the company earned $2.77 EPS. The firm’s quarterly revenue 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 predict that Johnson & Johnson will post 11.57 earnings per share for the current year.

Johnson & Johnson Increases Dividend

The business also recently announced a quarterly dividend, which will be paid on Tuesday, June 9th. Investors of record on Tuesday, May 26th will be issued a $1.34 dividend. The ex-dividend date is Tuesday, May 26th. This is a positive change from Johnson & Johnson’s previous quarterly dividend of $1.30. This represents a $5.36 dividend on an annualized basis and a yield of 2.3%. Johnson & Johnson’s payout ratio is presently 60.12%.

Key Stories Impacting Johnson & Johnson

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

• Positive Sentiment: Long‑term Phase 3 and open‑label extension data for IMAAVY (nipocalimab) showed sustained disease control and safety through ~120 weeks in generalized myasthenia gravis; J&J also started the first industry head‑to‑head FcRn study — these clinical wins strengthen JNJ’s immunology franchise and future revenue potential. IMAAVY press release
• Positive Sentiment: New AI and EP (electrophysiology) product updates — including the CARTOSOUND SONATA AI module and expanded VARIPULSE data — add visible growth optionality in cardiac devices and services, helping justify premium valuation for the MedTech segment. AI Cardiac Tools article
• Positive Sentiment: Strategic commercial collaboration with Viz.ai to deploy AI subdural hemorrhage detection across U.S. hospitals broadens J&J’s neurovascular offering and supports recurring software/solution revenue opportunities. Viz.ai collaboration
• Positive Sentiment: CE Mark approval for the new ETHICON 4000 surgical stapler is a commercial milestone that supports device sales growth in Europe and enhances the surgical portfolio’s near‑term revenue trajectory. ETHICON 4000 CE Mark
• Positive Sentiment: Technical and sentiment catalysts: Seeking Alpha notes JNJ snapped a six‑session losing streak, and high‑profile endorsements / analyst attention (including Jim Cramer buys and a Guggenheim mention) are drawing retail and institutional interest. Seeking Alpha: snap losses Jim Cramer mention Guggenheim analyst note
• Neutral Sentiment: Coverage pieces highlight JNJ as a defensive/dividend and counter‑cyclical pick, which can attract income‑oriented buyers but is a longer‑term narrative rather than an immediate catalyst. Dividend stocks article Counter cyclical article

Insider Buying and Selling

In related news, EVP Timothy Schmid sold 1,322 shares of the business’s stock in a transaction that occurred on Friday, February 20th. The shares were sold at an average price of $245.66, for a total value of $324,762.52. Following the completion of the sale, the executive vice president directly owned 25,447 shares in the company, valued at approximately $6,251,310.02. The trade was a 4.94% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through the SEC website. Also, EVP Vanessa Broadhurst sold 6,197 shares of the business’s stock in a transaction that occurred on Tuesday, February 17th. The shares were sold at an average price of $243.39, for a total transaction of $1,508,287.83. Following the completion of the sale, the executive vice president owned 23,003 shares of the company’s stock, valued at approximately $5,598,700.17. The trade was a 21.22% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Over the last 90 days, insiders sold 30,142 shares of company stock valued at $7,360,528. 0.16% of the stock is owned by insiders.

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.