Johnson & Johnson $JNJ Shares Sold by XML Financial LLC

XML Financial LLC cut its holdings in shares of Johnson & Johnson (NYSE:JNJ) by 3.5% in the second quarter, according to its most recent filing with the Securities and Exchange Commission. The fund owned 60,680 shares of the company’s stock after selling 2,209 shares during the quarter. Johnson & Johnson accounts for about 1.1% of XML Financial LLC’s portfolio, making the stock its 18th largest holding. XML Financial LLC’s holdings in Johnson & Johnson were worth $15,411,000 at the end of the most recent quarter.

Several other institutional investors and hedge funds have also modified their holdings of JNJ. Elefante Mark B raised its position in shares of Johnson & Johnson by 9.8% in the second quarter. Elefante Mark B now owns 28,686 shares of the company’s stock worth $7,285,000 after acquiring an additional 2,563 shares during the period. Signal Advisors Wealth LLC lifted its position in shares of Johnson & Johnson by 76.1% in the first quarter. Signal Advisors Wealth LLC now owns 15,126 shares of the company’s stock valued at $3,697,000 after acquiring an additional 6,539 shares in the last quarter. Gradient Investments LLC grew its holdings in shares of Johnson & Johnson by 9.9% during the second quarter. Gradient Investments LLC now owns 152,831 shares of the company’s stock worth $38,815,000 after buying an additional 13,737 shares in the last quarter. Louisiana State Employees Retirement System purchased a new stake in Johnson & Johnson during the 1st quarter valued at about $30,017,000. Finally, Brighton Jones LLC grew 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 valued at $7,502,000 after purchasing an additional 6,332 shares in the last quarter. Institutional investors and hedge funds own 69.55% of the company’s stock.

Insider Buying and Selling at Johnson & Johnson

In related news, EVP Elizabeth Forminard sold 15,918 shares of Johnson & Johnson stock in a transaction that occurred on Thursday, August 6th. The shares were sold at an average price of $257.00, for a total value of $4,090,926.00. Following the completion of the transaction, the executive vice president owned 16,994 shares in the company, valued at approximately $4,367,458. The trade was a 48.37% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which is accessible through this hyperlink. Also, EVP Jennifer L. Taubert sold 15,000 shares of the stock in a transaction that occurred on Monday, August 17th. The stock was sold at an average price of $263.36, for a total transaction of $3,950,400.00. Following the sale, the executive vice president owned 194,451 shares in the company, valued at approximately $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. Insiders have sold 87,569 shares of company stock valued at $23,064,544 over the last three months. 0.16% of the stock is currently owned by company insiders.

Key Headlines Impacting Johnson & Johnson

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

• Positive Sentiment: Johnson & Johnson received CE Marking in Europe for ACUVUE OASYS MAX 2-Week reusable contact lenses. The product uses the company’s proprietary MAX technologies and expands J&J Vision’s premium reusable lens portfolio, offering a potential source of incremental growth. Johnson & Johnson Receives CE Marking for ACUVUE OASYS MAX Reusable Contact Lenses
• Positive Sentiment: J&J secured Chinese approval for Icotyde, a once-daily oral treatment for moderate-to-severe plaque psoriasis. The therapy gives the company access to China’s large psoriasis market and could attract patients seeking an oral alternative to injectable treatments, although commercial results will take time to develop. Could Icotyde Become Johnson & Johnson’s Next Blockbuster in China?
• Neutral Sentiment: Coverage of J&J’s Wells Fargo healthcare conference highlighted its broader growth strategy, including continued emphasis on MedTech and cardiovascular care. The discussion reinforces the company’s long-term diversification but did not identify a major new financial catalyst. Johnson & Johnson Presents at Wells Fargo Healthcare Conference
• Neutral Sentiment: An investment article included JNJ as a potential dividend-income holding. This supports the stock’s defensive, income-oriented appeal but is not a new company announcement or direct earnings catalyst. The Portfolio You Need to Generate $500 a Month in Dividend Income
• Negative Sentiment: Analysts questioned whether JNJ’s rally is losing momentum. With shares trading near their 52-week high and at a premium earnings multiple, profit-taking and valuation concerns may be weighing on the stock despite the company’s solid operating outlook. JNJ Stock: Is the Rally Running Out of Steam?

Johnson & Johnson Stock Down 0.3%

Johnson & Johnson stock opened at $266.30 on Friday. The company has a market capitalization of $641.76 billion, a PE ratio of 30.86, a price-to-earnings-growth ratio of 2.55 and a beta of 0.24. The company has a debt-to-equity ratio of 0.44, a quick ratio of 0.81 and a current ratio of 1.09. Johnson & Johnson has a fifty-two week low of $173.33 and a fifty-two week high of $281.07. The firm has a 50 day moving average price of $262.96 and a 200 day moving average price of $245.79.

Johnson & Johnson (NYSE:JNJ) last released its quarterly earnings results on Wednesday, July 15th. The company reported $2.90 EPS for the quarter, topping the consensus estimate of $2.84 by $0.06. Johnson & Johnson had a return on equity of 32.42% and a net margin of 21.48%.The business had revenue of $25.31 billion during the quarter, compared to analyst estimates of $25.06 billion. During the same period last year, the business posted $2.77 earnings per share. The company’s quarterly 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. Research analysts expect that Johnson & Johnson will post 11.61 earnings per share for the current year.

Johnson & Johnson Dividend Announcement

The company also recently announced a quarterly dividend, which was paid on Tuesday, September 8th. Shareholders of record on Tuesday, August 25th were given a $1.34 dividend. This represents a $5.36 annualized dividend and a yield of 2.0%. The ex-dividend date of this dividend was Tuesday, August 25th. Johnson & Johnson’s payout ratio is currently 62.11%.

Wall Street Analyst Weigh In

A number of analysts have issued reports on JNJ shares. Wall Street Zen downgraded Johnson & Johnson from a “buy” rating to a “hold” rating in a research note on Saturday, August 1st. Guggenheim raised their price objective on shares of Johnson & Johnson from $270.00 to $287.00 and gave the stock a “buy” rating in a research report on Thursday, August 6th. Johnson Rice reaffirmed a “buy” rating on shares of Johnson & Johnson in a research note on Monday, August 3rd. Argus set a $300.00 target price on shares of Johnson & Johnson in a report on Wednesday, July 29th. Finally, The Goldman Sachs Group restated a “buy” rating and set a $282.00 price target on shares of Johnson & Johnson in a report on Thursday, July 16th. One analyst has rated the stock with a Strong Buy rating, eighteen have issued a Buy rating and six have assigned a Hold rating to the company. According to data from MarketBeat, Johnson & Johnson has an average rating of “Moderate Buy” and an average price target of $274.13.

Johnson & Johnson Profile

Johnson & Johnson (NYSE: JNJ) is a global healthcare company that develops, manufactures and markets pharmaceutical and medical device products. Founded in 1886 and headquartered in New Brunswick, New Jersey, the company serves patients, healthcare professionals and institutions in markets around the world.

Johnson & Johnson operates through two primary business segments: Innovative Medicine and MedTech. Innovative Medicine focuses on prescription treatments in areas including immunology, oncology, neuroscience, cardiovascular and metabolic disease, infectious diseases, and pulmonary hypertension.