Toth Financial Advisory Corp Sells 2,196 Shares of Johnson & Johnson $JNJ

Toth Financial Advisory Corp lessened its stake in Johnson & Johnson (NYSE:JNJ) by 3.5% in the 3rd quarter, according to its most recent disclosure with the Securities & Exchange Commission. The firm owned 61,298 shares of the company’s stock after selling 2,196 shares during the quarter. Johnson & Johnson accounts for about 1.6% of Toth Financial Advisory Corp’s investment portfolio, making the stock its 13th biggest holding. Toth Financial Advisory Corp’s holdings in Johnson & Johnson were worth $16,228,000 as of its most recent filing with the Securities & Exchange Commission.

Other hedge funds and other institutional investors have also made changes to their positions in the company. Auto Owners Insurance Co boosted its stake in Johnson & Johnson by 22,225.6% in the 4th quarter. Auto Owners Insurance Co now owns 69,419,308 shares of the company’s stock worth $1,436,633,000 after purchasing an additional 69,108,368 shares during the period. Jupiter Topco LLC bought a new position in shares of Johnson & Johnson during the second quarter worth about $1,967,399,000. Diamant Asset Management Inc. grew its holdings in shares of Johnson & Johnson by 24,436.5% during the first quarter. Diamant Asset Management Inc. now owns 4,473,008 shares of the company’s stock worth $109,338,000 after buying an additional 4,454,778 shares in the last quarter. Corient Private Wealth LP raised its position in Johnson & Johnson by 127.3% in the 2nd quarter. Corient Private Wealth LP now owns 6,060,922 shares of the company’s stock valued at $1,539,292,000 after buying an additional 3,393,981 shares during the last quarter. Finally, Wellington Management Group LLP grew its stake in shares of Johnson & Johnson by 12.5% during the 2nd quarter. Wellington Management Group LLP now owns 22,588,696 shares of the company’s stock worth $5,736,851,000 after acquiring an additional 2,513,321 shares in the last quarter. 69.55% of the stock is currently owned by institutional investors and hedge funds.

Johnson & Johnson Stock Performance

Shares of NYSE JNJ traded down $2.79 during mid-day trading on Thursday, reaching $255.66. 2,355,823 shares of the company were exchanged, compared to its average volume of 7,951,647. Johnson & Johnson has a twelve month low of $184.66 and a twelve month high of $281.07. The stock has a market capitalization of $616.10 billion, a P/E ratio of 29.63, a P/E/G ratio of 2.50 and a beta of 0.21. The company’s 50-day simple moving average is $265.71 and its 200-day simple moving average is $248.78. The company has a quick ratio of 0.81, a current ratio of 1.09 and a debt-to-equity ratio of 0.44.

Johnson & Johnson (NYSE:JNJ) last released its quarterly earnings results on Wednesday, July 15th. The company reported $2.90 earnings per share for the quarter, beating the consensus estimate of $2.84 by $0.06. Johnson & Johnson had a net margin of 21.48% and a return on equity of 32.42%. The firm had revenue of $25.31 billion for the quarter, compared to analysts’ expectations of $25.06 billion. During the same period in the prior year, the firm earned $2.77 EPS. The business’s revenue 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, research analysts predict that Johnson & Johnson will post 11.54 earnings per share for the current year.

Johnson & Johnson Dividend Announcement

The company also recently declared a quarterly dividend, which was paid on Tuesday, September 8th. Investors of record on Tuesday, August 25th were paid a $1.34 dividend. The ex-dividend date was Tuesday, August 25th. This represents a $5.36 annualized dividend and a yield of 2.1%. Johnson & Johnson’s payout ratio is 62.11%.

Analyst Ratings Changes

JNJ has been the topic of a number of research reports. JPMorgan Chase & Co. boosted their price objective on shares of Johnson & Johnson from $270.00 to $285.00 and gave the stock a “neutral” rating in a research report on Tuesday, September 29th. The Goldman Sachs Group reiterated a “buy” rating and issued a $282.00 price target on shares of Johnson & Johnson in a research note on Thursday, July 16th. Argus set a $300.00 price target on shares of Johnson & Johnson in a research report on Wednesday, July 29th. Stifel Nicolaus set a $260.00 price objective on Johnson & Johnson in a report on Wednesday, July 15th. Finally, Raymond James Financial set a $280.00 target price on Johnson & Johnson in a research report on Monday, August 3rd. One investment analyst has rated the stock with a Strong Buy rating, eighteen have issued a Buy rating and six have given a Hold rating to the stock. According to data from MarketBeat, the company has an average rating of “Moderate Buy” and an average target price of $276.22.

Insider Transactions at Johnson & Johnson

In other news, EVP Vanessa Broadhurst sold 23,054 shares of the business’s stock in a transaction dated Monday, July 20th. The shares were sold at an average price of $251.27, for a total value of $5,792,778.58. Following the completion of the sale, the executive vice president owned 23,003 shares of the company’s stock, valued at approximately $5,779,963.81. The trade was a 50.06% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which can be accessed through this link. Also, EVP Jennifer L. Taubert sold 15,000 shares of the company’s stock in a transaction dated Monday, August 17th. The shares were sold at an average price of $263.36, for a total transaction of $3,950,400.00. Following the completion of the transaction, the executive vice president owned 194,451 shares in the company, valued at $51,210,615.36. This trade represents a 7.16% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. In the last 90 days, insiders sold 87,569 shares of company stock valued at $23,064,544. Corporate insiders own 0.16% of the company’s stock.

Key Headlines Impacting Johnson & Johnson

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

• Positive Sentiment: Johnson & Johnson’s oncology pipeline remains a key potential growth driver. A Phase 3 trial combining Tecvayli and Talvey reduced the relative risk of disease progression or death by 89% and the risk of death by 62% in relapsed or refractory multiple myeloma, supporting potential expansion of the company’s cancer-treatment franchise. Cancer treatment advances article
• Positive Sentiment: Several analysts remain constructive. Guggenheim reaffirmed a Buy rating with a $287 price target, while RBC Capital Markets highlighted accelerating Innovative Medicine sales as a partial offset to MedTech weakness. RBC Capital rating article
• Positive Sentiment: Longer-term commentary argues JNJ could grow faster than many investors expect through its oncology portfolio, psoriasis drug ICOTYDE, and continued momentum in Innovative Medicine. The company’s 64-year record of dividend increases also supports its defensive appeal. Johnson & Johnson growth prediction
• Neutral Sentiment: Attention is focused on JNJ’s third-quarter earnings report. Investors will look beyond revenue and earnings-per-share estimates for trends in pharmaceutical sales, MedTech performance, margins, and updated full-year guidance. Johnson & Johnson Q3 earnings preview
• Negative Sentiment: Investors remain concerned that JNJ’s valuation—around 29 times earnings—already reflects considerable confidence in future growth. MedTech competition, including pressure involving Abiomed, and a possible rebound that has yet to be demonstrated could limit near-term upside. J&J MedTech outlook
• Negative Sentiment: Dividend-focused coverage also flags biosimilar threats and ongoing talc litigation as risks that could weigh on investor sentiment despite JNJ’s dividend-growth history. Johnson & Johnson dividend risks

About Johnson & Johnson

Johnson & Johnson (NYSE: JNJ) is a global healthcare company that develops, manufactures and markets products through two primary business segments: Innovative Medicine and MedTech. Its operations serve patients, healthcare professionals and consumers in markets around the world.

The Innovative Medicine segment focuses on prescription medicines in areas including immunology, oncology, neuroscience, cardiovascular and metabolic disease, infectious diseases, and pulmonary hypertension.