Trinity Legacy Partners LLC Sells 4,917 Shares of Johnson & Johnson $JNJ

Trinity Legacy Partners LLC lowered its position in shares of Johnson & Johnson (NYSE:JNJ) by 13.3% in the 2nd quarter, Holdings Channel.com reports. The fund owned 31,986 shares of the company’s stock after selling 4,917 shares during the period. Johnson & Johnson makes up 1.6% of Trinity Legacy Partners LLC’s holdings, making the stock its 19th largest holding. Trinity Legacy Partners LLC’s holdings in Johnson & Johnson were worth $7,996,000 at the end of the most recent reporting period.

Several other institutional investors and hedge funds have also bought and sold shares of the company. Brighton Jones LLC raised its position in shares of Johnson & Johnson by 13.9% in the fourth quarter. Brighton Jones LLC now owns 51,876 shares of the company’s stock worth $7,502,000 after buying an additional 6,332 shares in the last quarter. United Bank grew its position in Johnson & Johnson by 110.7% during the first quarter. United Bank now owns 9,279 shares of the company’s stock worth $1,539,000 after buying an additional 4,876 shares in the last quarter. Sivia Capital Partners LLC increased its stake in Johnson & Johnson by 13.4% in the 2nd quarter. Sivia Capital Partners LLC now owns 5,863 shares of the company’s stock worth $896,000 after acquiring an additional 692 shares during the last quarter. Wealth Group Ltd. raised its holdings in shares of Johnson & Johnson by 12.8% in the 2nd quarter. Wealth Group Ltd. now owns 1,482 shares of the company’s stock valued at $226,000 after acquiring an additional 168 shares in the last quarter. Finally, Schnieders Capital Management LLC. boosted its position in shares of Johnson & Johnson by 9.8% during the 2nd quarter. Schnieders Capital Management LLC. now owns 73,680 shares of the company’s stock valued at $11,255,000 after acquiring an additional 6,584 shares during the last quarter. 69.55% of the stock is currently owned by hedge funds and other institutional investors.

Johnson & Johnson Price Performance

JNJ opened at $268.06 on Friday. The company has a debt-to-equity ratio of 0.44, a quick ratio of 0.81 and a current ratio of 1.09. The stock has a market capitalization of $646.00 billion, a PE ratio of 31.06, a price-to-earnings-growth ratio of 2.61 and a beta of 0.24. The stock’s 50 day moving average price is $254.48 and its 200-day moving average price is $242.52. Johnson & Johnson has a 52-week low of $173.33 and a 52-week high of $276.47.

Johnson & Johnson (NYSE:JNJ) last announced its earnings results on Wednesday, July 15th. The company reported $2.90 earnings per share for the quarter, beating analysts’ consensus estimates of $2.84 by $0.06. The firm had revenue of $25.31 billion for the quarter, compared to analyst estimates of $25.06 billion. Johnson & Johnson had a net margin of 21.48% and a return on equity of 32.42%. The company’s revenue for the quarter was up 6.6% compared to the same quarter last year. During the same quarter in the previous year, the firm posted $2.77 EPS. Johnson & Johnson has set its FY 2026 guidance at 11.600-11.750 EPS. On average, equities research analysts predict that Johnson & Johnson will post 11.61 EPS for the current year.

Johnson & Johnson Dividend Announcement

The company also recently disclosed a quarterly dividend, which will be paid on Tuesday, September 8th. Investors of record on Tuesday, August 25th will be given a dividend of $1.34 per share. This represents a $5.36 annualized dividend and a yield of 2.0%. The ex-dividend date of this dividend is Tuesday, August 25th. Johnson & Johnson’s dividend payout ratio is 62.11%.

Insider Activity

In other news, EVP Kathryn E. Wengel sold 10,000 shares of the stock in a transaction that occurred on Thursday, June 11th. The shares were sold at an average price of $241.15, for a total transaction of $2,411,500.00. Following the sale, the executive vice president owned 114,288 shares in the company, valued at $27,560,551.20. This represents a 8.05% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which is available through the SEC website. Also, EVP Elizabeth Forminard sold 15,918 shares of Johnson & Johnson stock in a transaction on Thursday, August 6th. The stock was sold at an average price of $257.00, for a total value of $4,090,926.00. Following the completion of the sale, the executive vice president directly owned 16,994 shares of the company’s stock, valued at approximately $4,367,458. The trade was a 48.37% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders have sold a total of 63,972 shares of company stock valued at $16,245,605 in the last quarter. 0.16% of the stock is owned by company insiders.

Analysts Set New Price Targets

JNJ has been the subject of several research analyst reports. TD Cowen lifted their target price on shares of Johnson & Johnson from $250.00 to $300.00 and gave the company a “buy” rating in a research report on Monday, July 13th. Citigroup increased their price target on shares of Johnson & Johnson from $285.00 to $298.00 and gave the stock a “buy” rating in a report on Wednesday, July 8th. The Goldman Sachs Group reaffirmed a “buy” rating and set a $282.00 price objective on shares of Johnson & Johnson in a report on Thursday, July 16th. Stifel Nicolaus set a $260.00 target price on shares of Johnson & Johnson in a research report on Wednesday, July 15th. Finally, HSBC set a $290.00 price objective on Johnson & Johnson and gave the stock a “buy” rating in a report on Monday, July 6th. One analyst has rated the stock with a Strong Buy rating, eighteen have given a Buy rating and six have issued a Hold rating to the stock. According to data from MarketBeat, the stock currently has an average rating of “Moderate Buy” and a consensus target price of $268.22.

Johnson & Johnson News Roundup

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

• Positive Sentiment: AI-powered bronchoscopy expansion supports MedTech growth. The FDA cleared J&J’s MONARCH QUEST 3 software, adding AI-assisted planning, 3D imaging and navigation capabilities to its robotic lung-diagnostics platform. The upgrade could improve procedure accuracy and help drive adoption of J&J’s surgical-robotics portfolio. Johnson & Johnson expands robotic bronchoscopy push
• Positive Sentiment: New medicines may offset patent-related pressure. Recent commentary points to J&J’s immunology and neuroscience launches as potential growth engines capable of cushioning declining sales as older products, including Stelara, face loss-of-exclusivity challenges. Johnson & Johnson future growth outlook
• Positive Sentiment: Analyst sentiment and fundamentals remain supportive. J&J recently exceeded quarterly EPS and revenue expectations, with revenue rising 6.6% year over year and 2026 EPS guidance set at $11.60–$11.75. Analysts cited in recent coverage continue to rate the stock favorably ahead of third-quarter earnings, while the company’s 64-year record of dividend increases remains attractive to income-focused investors. Analysts favor JNJ ahead of earnings
• Neutral Sentiment: Seaport Therapeutics is a potential strategic opportunity. J&J and other large pharmaceutical companies are reportedly watching Seaport’s newly public prodrug platform. Any future partnership or acquisition speculation is preliminary and has not yet created a measurable earnings impact. Why J&J is watching Seaport after its IPO
• Negative Sentiment: Profit-taking and elevated valuation may be weighing on sentiment. JNJ recently traded close to its 52-week high, and the retreat followed a strong run. With the stock valued at roughly 31 times earnings, investors may be demanding continued execution before pushing shares higher.
• Negative Sentiment: Insider selling adds a modest cautionary signal. Executive Vice President Jennifer Taubert sold 15,000 shares worth approximately $3.95 million, reducing her holdings by 7.16%. The transaction is not evidence of deteriorating fundamentals but could temper near-term sentiment. SEC insider transaction filing

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.