Johnson & Johnson (NYSE:JNJ) Stock Price Down 1% – Should You Sell?

Shares of Johnson & Johnson (NYSE:JNJ) were down 1% during mid-day trading on Friday . The stock traded as low as $227.02 and last traded at $227.5070. Approximately 6,397,788 shares were traded during mid-day trading, a decline of 25% from the average daily volume of 8,550,324 shares. The stock had previously closed at $229.85.

Johnson & Johnson News Roundup

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

• Positive Sentiment: Analysts and retail-finance outlets renewed focus on JNJ’s dividend durability and income appeal, reinforcing the stock’s attraction for income investors; that supports long-term demand. Why Johnson & Johnson (JNJ) is a Top Dividend Stock for Your Portfolio Zacks: Why JNJ is a Top Dividend Stock
• Positive Sentiment: Clinical pipeline update: J&J highlighted sustained efficacy in its Vivacity?MG3 trial (IMAAVY/nipocalimab) — positive for long?term growth potential in neuromuscular therapeutics if regulatory progress continues. JNJ Highlights Sustained Efficacy in Vivacity-MG3 Trial
• Positive Sentiment: Corporate governance/IR: J&J named Ryan Koors VP of Investor Relations — a stabilizing move ahead of upcoming investor outreach that can help messaging around guidance and capital allocation. Johnson & Johnson Appoints Ryan Koors as Vice President, Investor Relations
• Neutral Sentiment: Peer/sector news: AbbVie is being highlighted for durable growth into the mid?2030s — reflects positive sentiment toward large pharma but also underscores competition for investor capital within healthcare. AbbVie Expected to Post Durable Growth
• Neutral Sentiment: Related personnel moves: Halozyme’s executive hiring notes include ex?J&J connections — a reminder of talent flows inside the sector but with limited direct impact on JNJ’s fundamentals. Halozyme Appoints New Chief Financial Officer
• Negative Sentiment: Market rotation toward AI/growth and strong tech engagement (e.g., Microsoft Copilot adoption) can pull capital away from defensive/dividend names like JNJ, contributing to near?term selling pressure. Microsoft says it has over 20M paid Copilot users

Wall Street Analyst Weigh In

Several equities research analysts have issued reports on JNJ shares. Weiss Ratings lowered shares of Johnson & Johnson from a “buy (b+)” rating to a “buy (b)” rating in a research note on Friday, April 24th. Stifel Nicolaus lifted their price target on shares of Johnson & Johnson from $220.00 to $250.00 and gave the company a “hold” rating in a research note on Wednesday, April 15th. The Goldman Sachs Group lifted their price target on shares of Johnson & Johnson from $265.00 to $275.00 and gave the company a “buy” rating in a research note on Wednesday, April 15th. Wolfe Research lifted their price target on shares of Johnson & Johnson from $225.00 to $240.00 and gave the company an “outperform” rating in a research note on Monday, January 5th. Finally, Barclays lifted their price target on shares of Johnson & Johnson from $234.00 to $255.00 and gave the company an “equal weight” rating in a research note on Wednesday, April 15th. Eighteen equities research analysts have rated the stock with a Buy rating and nine have issued a Hold rating to the company’s stock. According to data from MarketBeat, the company presently has a consensus rating of “Moderate Buy” and a consensus price target of $252.48.

Johnson & Johnson Stock Down 1.0%

The company has a market capitalization of $547.66 billion, a price-to-earnings ratio of 26.30, a price-to-earnings-growth ratio of 2.23 and a beta of 0.34. The firm’s 50 day moving average price is $238.83 and its two-hundred day moving average price is $219.50. The company has a current ratio of 1.03, a quick ratio of 0.77 and a debt-to-equity ratio of 0.46.

Johnson & Johnson (NYSE:JNJ) last released its quarterly earnings data on Tuesday, April 14th. The company reported $2.70 earnings per share for the quarter, topping the consensus estimate of $2.68 by $0.02. The company had revenue of $24.06 billion for the quarter, compared to analyst estimates of $23.60 billion. Johnson & Johnson had a net margin of 21.83% and a return on equity of 32.60%. Johnson & Johnson’s revenue for the quarter was up 9.9% compared to the same quarter last year. During the same period in the previous year, the business earned $2.77 EPS. Johnson & Johnson has set its FY 2026 guidance at 11.450-11.650 EPS. Sell-side analysts anticipate that Johnson & Johnson will post 11.57 earnings per share for the current fiscal year.

Johnson & Johnson Increases Dividend

The company also recently disclosed a quarterly dividend, which will be paid on Tuesday, June 9th. Stockholders of record on Tuesday, May 26th will be paid a dividend of $1.34 per share. The ex-dividend date is Tuesday, May 26th. This represents a $5.36 annualized dividend and a dividend yield of 2.4%. This is a boost from Johnson & Johnson’s previous quarterly dividend of $1.30. Johnson & Johnson’s dividend payout ratio (DPR) is presently 61.97%.

Insider Activity

In other news, EVP Timothy Schmid sold 22,623 shares of the business’s stock in a transaction dated Wednesday, February 18th. The shares were sold at an average price of $244.33, for a total transaction of $5,527,477.59. Following the transaction, the executive vice president directly owned 26,769 shares in the company, valued at $6,540,469.77. The trade was a 45.80% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available at this link. Also, EVP Vanessa Broadhurst sold 6,197 shares of the business’s stock in a transaction dated Tuesday, February 17th. The stock was sold at an average price of $243.39, for a total transaction of $1,508,287.83. Following the transaction, the executive vice president owned 23,003 shares in the company, valued at $5,598,700.17. This represents a 21.22% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders have sold a total of 30,142 shares of company stock worth $7,360,528 over the last 90 days. 0.16% of the stock is owned by company insiders.

Institutional Inflows and Outflows

A number of institutional investors and hedge funds have recently bought and sold shares of the stock. WealthShield Partners LLC grew its stake in Johnson & Johnson by 86.0% in the 1st quarter. WealthShield Partners LLC now owns 13,121 shares of the company’s stock valued at $3,207,000 after buying an additional 6,066 shares during the last quarter. TSA Wealth Managment LLC acquired a new position in Johnson & Johnson in the 1st quarter valued at about $291,000. Warburton Capital Management LLC grew its stake in Johnson & Johnson by 18.2% in the 1st quarter. Warburton Capital Management LLC now owns 1,249 shares of the company’s stock valued at $301,000 after buying an additional 192 shares during the last quarter. Simplicity Wealth LLC grew its stake in Johnson & Johnson by 3.1% in the 1st quarter. Simplicity Wealth LLC now owns 31,352 shares of the company’s stock valued at $7,663,000 after buying an additional 928 shares during the last quarter. Finally, Candriam S.C.A. grew its stake in Johnson & Johnson by 6.6% in the 1st quarter. Candriam S.C.A. now owns 798,815 shares of the company’s stock valued at $195,262,000 after buying an additional 49,216 shares during the last quarter. Institutional investors and hedge funds own 69.55% of the company’s stock.

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.