Kesler Norman & Wride LLC lowered its holdings in Johnson & Johnson (NYSE:JNJ – Free Report) by 14.8% during the 1st quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The fund owned 11,860 shares of the company’s stock after selling 2,063 shares during the period. Kesler Norman & Wride LLC’s holdings in Johnson & Johnson were worth $2,899,000 as of its most recent SEC filing.
Other large investors have also recently made changes to their positions in the company. Greenberg Financial Group bought a new stake in Johnson & Johnson during the 4th quarter valued at $954,000. World Investment Advisors boosted its holdings in shares of Johnson & Johnson by 19.6% in the fourth quarter. World Investment Advisors now owns 161,343 shares of the company’s stock worth $33,390,000 after acquiring an additional 26,450 shares during the period. Benchmark Financial LLC purchased a new position in shares of Johnson & Johnson in the fourth quarter valued at $554,000. Sagespring Wealth Partners LLC grew its position in shares of Johnson & Johnson by 6.2% in the fourth quarter. Sagespring Wealth Partners LLC now owns 45,222 shares of the company’s stock valued at $9,359,000 after purchasing an additional 2,660 shares in the last quarter. Finally, Robinhood Asset Management LLC bought a new stake in shares of Johnson & Johnson during the 4th quarter valued at $11,853,000. 69.55% of the stock is owned by hedge funds and other institutional investors.
Insider Buying and Selling
In other news, EVP Kathryn E. Wengel sold 10,000 shares of the 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 transaction, the executive vice president owned 114,288 shares of the company’s stock, valued at $27,560,551.20. This represents a 8.05% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available at this link. 0.16% of the stock is currently owned by corporate insiders.
More Johnson & Johnson News
- Positive Sentiment: Johnson & Johnson beat Q2 earnings and revenue estimates, showing solid demand and execution in its core business. J&J Stock Falls Despite Strong Q2 Beat & Higher 2026 View: Here’s Why
- Positive Sentiment: The company raised its 2026 guidance after the report, reinforcing confidence in its growth outlook and pipeline momentum. Johnson & Johnson Raises 2026 Outlook After Q2 Earnings Beat
- Positive Sentiment: Guggenheim reaffirmed its Buy rating and set a $270 price target, signaling continued analyst confidence. Benzinga article on Guggenheim rating reaffirmation
- Positive Sentiment: Some market commentary suggests the post-earnings pullback could be an opportunity to buy JNJ on strength after a run to 52-week highs. Why Johnson and Johnson’s Earnings Dip Looks Like a Buying Opportunity
- Neutral Sentiment: Investors are also digesting the full Q2 earnings call transcript and several commentary pieces framing the company’s growth beyond legacy drugs and its collaboration announcements. Full Transcript: Johnson & Johnson Q2 2026 Earnings Call
- Negative Sentiment: Despite the earnings beat, the stock fell because MedTech results missed expectations, creating concern that one important division is lagging behind the company’s otherwise solid performance. J&J Stock Falls Despite Strong Q2 Beat & Higher 2026 View: Here’s Why
Analysts Set New Price Targets
Several research analysts have commented on the company. Raymond James Financial raised their target price on Johnson & Johnson from $258.00 to $265.00 and gave the stock an “outperform” rating in a research note on Thursday. JPMorgan Chase & Co. upped their price target on Johnson & Johnson from $250.00 to $260.00 and gave the company a “neutral” rating in a research report on Wednesday, April 15th. The Goldman Sachs Group restated a “buy” rating and issued a $282.00 price objective on shares of Johnson & Johnson in a research report on Thursday. Guggenheim reaffirmed a “buy” rating and set a $270.00 price objective on shares of Johnson & Johnson in a research note on Friday. Finally, Freedom Capital raised shares of Johnson & Johnson from a “hold” rating to a “strong-buy” rating in a report on Thursday. One analyst has rated the stock with a Strong Buy rating, nineteen have given a Buy rating and six have assigned a Hold rating to the company’s stock. Based on data from MarketBeat, Johnson & Johnson presently has an average rating of “Moderate Buy” and an average price target of $265.30.
Check Out Our Latest Stock Report on Johnson & Johnson
Johnson & Johnson Price Performance
Shares of NYSE JNJ opened at $252.93 on Monday. The stock’s 50-day simple moving average is $239.82 and its two-hundred day simple moving average is $234.82. Johnson & Johnson has a twelve month low of $162.78 and a twelve month high of $269.43. The firm has a market capitalization of $608.86 billion, a P/E ratio of 29.31, a P/E/G ratio of 2.39 and a beta of 0.24. The company has a quick ratio of 0.77, a current ratio of 1.03 and a debt-to-equity ratio of 0.46.
Johnson & Johnson (NYSE:JNJ – Get Free Report) last issued its quarterly earnings results on Wednesday, July 15th. The company reported $2.90 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $2.84 by $0.06. Johnson & Johnson had a return on equity of 32.86% and a net margin of 21.48%.The firm had revenue of $25.31 billion during the quarter, compared to the consensus estimate of $25.06 billion. During the same quarter last year, the company posted $2.77 EPS. The company’s revenue for the quarter was up 6.6% on a year-over-year basis. Johnson & Johnson has set its FY 2026 guidance at 11.600-11.750 EPS. As a group, equities analysts anticipate that Johnson & Johnson will post 11.68 EPS for the current fiscal year.
Johnson & Johnson Announces Dividend
The business also recently announced a quarterly dividend, which will be paid on Tuesday, September 8th. Shareholders of record on Tuesday, August 25th will be given a dividend of $1.34 per share. The ex-dividend date is Tuesday, August 25th. This represents a $5.36 annualized dividend and a yield of 2.1%. Johnson & Johnson’s payout ratio is presently 62.11%.
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.
See Also
- Five stocks we like better than Johnson & Johnson
- Strait of Hormuz Tensions Spike Tanker Trade: These 2 Stocks Are Set to Benefit
- Shopify’s Quiet AI Strategy Could Be Its Biggest Advantage Yet
- Why These 3 Nuclear ETFs Are Getting a Fresh Look as AI Power Demand Rises
- 3 Aerospace Suppliers That Could Benefit as Aircraft Makers Face Bottlenecks
Receive News & Ratings for Johnson & Johnson Daily - Enter your email address below to receive a concise daily summary of the latest news and analysts' ratings for Johnson & Johnson and related companies with MarketBeat.com's FREE daily email newsletter.
