Tandem Investment Advisors Inc. Sells 92,017 Shares of Johnson & Johnson $JNJ

Tandem Investment Advisors Inc. lowered its position in shares of Johnson & Johnson (NYSE:JNJ) by 34.3% during the 1st quarter, Holdings Channel.com reports. The firm owned 176,596 shares of the company’s stock after selling 92,017 shares during the period. Johnson & Johnson accounts for 2.1% of Tandem Investment Advisors Inc.’s investment portfolio, making the stock its 24th largest holding. Tandem Investment Advisors Inc.’s holdings in Johnson & Johnson were worth $43,167,000 at the end of the most recent reporting period.

Other hedge funds and other institutional investors have also recently modified their holdings of the company. Brighton Jones LLC increased its stake in Johnson & Johnson by 13.9% in the 4th 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 lifted its position in shares of Johnson & Johnson by 110.7% in the first quarter. United Bank now owns 9,279 shares of the company’s stock valued at $1,539,000 after acquiring an additional 4,876 shares in the last quarter. Sivia Capital Partners LLC boosted its stake in shares of Johnson & Johnson by 13.4% in the second 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 period. Wealth Group Ltd. boosted its stake in shares of Johnson & Johnson by 12.8% in the second quarter. Wealth Group Ltd. now owns 1,482 shares of the company’s stock worth $226,000 after acquiring an additional 168 shares during the period. Finally, Schnieders Capital Management LLC. grew its position in shares of Johnson & Johnson by 9.8% during the second quarter. Schnieders Capital Management LLC. now owns 73,680 shares of the company’s stock worth $11,255,000 after purchasing an additional 6,584 shares in the last quarter. 69.55% of the stock is owned by hedge funds and other institutional investors.

More Johnson & Johnson News

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

• Positive Sentiment: J&J’s robust Q2 performance beat estimates for both earnings and revenue, prompting the company to raise its 2026 outlook and reinforcing confidence in its core pharmaceuticals and MedTech businesses. Article: Should You Buy, Sell or Hold J&J’s Stock Post a Robust Q2 Performance?
• Positive Sentiment: New MedTech developments, including an acquisition in spine technologies and FDA approval for a heart-device platform, add to J&J’s growth story and expand its medical device portfolio. Article: Johnson & Johnson (JNJ) Buys Spine Tech And Wins FDA Nod For Heart Device
• Positive Sentiment: Several articles framed J&J as a long-term defensive holding, citing its diversified healthcare footprint, AAA-like balance sheet strength, and 64-year dividend growth streak, which can support investor demand during market volatility. Article: Why Johnson & Johnson Is a Stock You Can Own Forever

Johnson & Johnson Stock Performance

NYSE JNJ opened at $248.83 on Tuesday. The company has a debt-to-equity ratio of 0.46, a current ratio of 1.03 and a quick ratio of 0.77. Johnson & Johnson has a 1-year low of $162.78 and a 1-year high of $269.43. The business has a 50 day simple moving average of $240.37 and a two-hundred day simple moving average of $235.11. The stock has a market capitalization of $598.99 billion, a PE ratio of 28.83, a P/E/G ratio of 2.39 and a beta of 0.24.

Johnson & Johnson (NYSE:JNJ) last issued its quarterly earnings data on Wednesday, July 15th. The company reported $2.90 earnings per share (EPS) for the quarter, topping the consensus estimate of $2.84 by $0.06. The business had revenue of $25.31 billion for the quarter, compared to analysts’ expectations of $25.06 billion. Johnson & Johnson had a return on equity of 32.86% and a net margin of 21.48%.During the same period in the prior year, the firm earned $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. On average, research analysts predict that Johnson & Johnson will post 11.68 EPS for the current fiscal year.

Johnson & Johnson Announces Dividend

The firm also recently disclosed 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 2.2%. Johnson & Johnson’s dividend payout ratio (DPR) is 62.11%.

Insider Activity at Johnson & Johnson

In other Johnson & Johnson 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 transaction, the executive vice president directly owned 114,288 shares of the company’s stock, valued at $27,560,551.20. This trade represents a 8.05% decrease in their position. The sale was disclosed in a filing with the SEC, which is available at this link. 0.16% of the stock is owned by insiders.

Analyst Ratings Changes

A number of research analysts recently commented on JNJ shares. Bank of America boosted their price target on Johnson & Johnson from $254.00 to $263.00 and gave the stock a “neutral” rating in a report on Friday, July 10th. Stifel Nicolaus set a $260.00 price objective on shares of Johnson & Johnson in a research report on Wednesday, July 15th. Scotiabank reissued an “outperform” rating and issued a $305.00 target price on shares of Johnson & Johnson in a report on Thursday. Raymond James Financial upped their target price on shares of Johnson & Johnson from $258.00 to $265.00 and gave the stock an “outperform” rating in a research report on Thursday. Finally, Argus raised their target price on shares of Johnson & Johnson from $240.00 to $275.00 and gave the company a “buy” rating in a research note on Thursday, April 16th. One analyst has rated the stock with a Strong Buy rating, nineteen have issued a Buy rating and six have issued a Hold rating to the company’s stock. According to MarketBeat, the company has an average rating of “Moderate Buy” and an average target price of $265.30.

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.