Johnson & Johnson $JNJ Shares Sold by Choreo LLC

Choreo LLC reduced its stake in Johnson & Johnson (NYSE:JNJ) by 1.6% in the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 139,479 shares of the company’s stock after selling 2,243 shares during the period. Choreo LLC’s holdings in Johnson & Johnson were worth $28,860,000 at the end of the most recent reporting period.

Other large investors have also recently added to or reduced their stakes in the company. Abich Financial Wealth Management LLC acquired a new stake in Johnson & Johnson in the third quarter valued at approximately $26,000. Clayton Financial Group LLC acquired a new stake in Johnson & Johnson in the third quarter valued at approximately $28,000. Stone House Investment Management LLC grew its position in Johnson & Johnson by 58.9% in the fourth quarter. Stone House Investment Management LLC now owns 197 shares of the company’s stock valued at $41,000 after acquiring an additional 73 shares in the last quarter. Semmax Financial Advisors Inc. grew its position in Johnson & Johnson by 55.0% in the second quarter. Semmax Financial Advisors Inc. now owns 203 shares of the company’s stock valued at $31,000 after acquiring an additional 72 shares in the last quarter. Finally, Turning Point Benefit Group Inc. acquired a new stake in Johnson & Johnson in the third quarter valued at approximately $41,000. 69.55% of the stock is currently owned by institutional investors and hedge funds.

Johnson & Johnson Stock Down 0.6%

Shares of NYSE:JNJ opened at $238.59 on Thursday. The company has a current ratio of 1.03, a quick ratio of 0.77 and a debt-to-equity ratio of 0.48. The company has a fifty day simple moving average of $241.67 and a 200 day simple moving average of $216.53. The firm has a market cap of $574.67 billion, a PE ratio of 27.58, a price-to-earnings-growth ratio of 2.40 and a beta of 0.34. Johnson & Johnson has a 12-month low of $146.12 and a 12-month high of $251.71.

Johnson & Johnson (NYSE:JNJ) last issued its quarterly earnings results on Tuesday, April 14th. The company reported $2.70 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $2.68 by $0.02. The business had revenue of $24.06 billion during 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 32.75%. The business’s revenue was up 9.9% compared to the same quarter last year. During the same quarter in the previous year, the firm earned $2.77 earnings per share. Johnson & Johnson has set its FY 2026 guidance at 11.450-11.650 EPS. On average, equities research analysts anticipate that Johnson & Johnson will post 10.58 EPS for the current fiscal year.

Johnson & Johnson Increases Dividend

The firm also recently disclosed a quarterly dividend, which will be paid on Tuesday, June 9th. Shareholders of record on Tuesday, May 26th will be issued a $1.34 dividend. This is a boost from Johnson & Johnson’s previous quarterly dividend of $1.30. This represents a $5.36 dividend on an annualized basis and a yield of 2.2%. The ex-dividend date of this dividend is Tuesday, May 26th. Johnson & Johnson’s dividend payout ratio is presently 61.97%.

Key Stories Impacting Johnson & Johnson

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

• Positive Sentiment: Q1 beat and raised full‑year outlook: JNJ reported $24.06B revenue and $2.70 EPS (above estimates) and raised FY‑2026 sales and EPS guidance, highlighting strong oncology and MedTech growth. Johnson & Johnson reports Q1 2026 results, raises 2026 outlook
• Positive Sentiment: Dividend hike reinforces income thesis: the board raised the quarterly payout to $1.34 (64th consecutive annual increase), which supports yield-focused investors. Johnson & Johnson Announces 64th Consecutive Year of Dividend Increase; Raises Quarterly Dividend by 3.1%
• Positive Sentiment: Broker support rising: several firms raised price targets (Goldman Sachs, Wells Fargo, Raymond James, JPMorgan, Bernstein, Leerink), reflecting analyst confidence after the quarter and creating potential upside. These Analysts Boost Their Forecasts On Johnson & Johnson Following Strong Q1 Results
• Neutral Sentiment: Investor access / upcoming presentation: management will host a fireside chat at the Bank of America Healthcare Conference (May 12) — a chance to get more color on 2026 growth drivers. Johnson & Johnson to Participate in the Bank of America 2026 Healthcare Conference
• Neutral Sentiment: Full transcripts and analyst takes are available — useful if you’re re‑evaluating forecasts or positioning before the conference. Johnson & Johnson (NYSE:JNJ) Q1 2026 Earnings Call Transcript
• Negative Sentiment: Market reaction / profit‑taking: despite the beat, the stock slipped as some investors viewed the sales guidance as modest and digested mixed signals — early selling pressure reflects profit‑taking and short‑term disappointment. Dow Jones’ J&J Slips Despite Beating First-Quarter Calls, Hiking Guidance
• Negative Sentiment: Legacy product headwinds: a steep decline in Stelara sales was noted by management and media, which offsets some of the new‑product gains and contributed to concerns about near‑term revenue mix and cash‑flow dynamics. J&J’s first-quarter profit beats estimates even as Stelara sales disappoint

Insiders Place Their Bets

In other Johnson & Johnson news, EVP Vanessa Broadhurst sold 6,197 shares of Johnson & Johnson stock in a transaction on Tuesday, February 17th. The shares were sold at an average price of $243.39, for a total value of $1,508,287.83. Following the completion of the transaction, the executive vice president owned 23,003 shares of the company’s stock, valued at $5,598,700.17. The trade was a 21.22% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is available through this link. Also, EVP Timothy Schmid sold 22,623 shares of Johnson & Johnson stock in a transaction on Wednesday, February 18th. The stock was sold at an average price of $244.33, for a total transaction of $5,527,477.59. Following the completion of the transaction, the executive vice president directly owned 26,769 shares of the company’s stock, valued at approximately $6,540,469.77. This represents a 45.80% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. In the last ninety days, insiders sold 30,142 shares of company stock valued at $7,360,528. 0.16% of the stock is currently owned by corporate insiders.

Wall Street Analysts Forecast Growth

Several brokerages have issued reports on JNJ. Guggenheim increased their price objective on shares of Johnson & Johnson from $240.00 to $244.00 and gave the company a “buy” rating in a research report on Tuesday, April 7th. Daiwa Securities Group raised their target price on Johnson & Johnson from $203.00 to $237.00 and gave the company an “outperform” rating in a research note on Thursday, January 29th. Citigroup raised their target price on Johnson & Johnson from $274.00 to $285.00 and gave the company a “buy” rating in a research note on Tuesday, April 7th. Freedom Capital downgraded Johnson & Johnson from a “strong-buy” rating to a “hold” rating in a research note on Friday, January 16th. Finally, Scotiabank restated an “outperform” rating on shares of Johnson & Johnson in a research note on Thursday, January 22nd. One research analyst has rated the stock with a Strong Buy rating, seventeen have given a Buy rating and nine have given a Hold rating to the company. According to MarketBeat, Johnson & Johnson has an average rating of “Moderate Buy” and an average price target of $248.17.

Johnson & Johnson 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.