Johnson & Johnson $JNJ Shares Sold by Stempoint Capital LP

Stempoint Capital LP reduced its stake in shares of Johnson & Johnson (NYSE:JNJ) by 56.0% during the first quarter, Holdings Channel.com reports. The firm owned 15,415 shares of the company’s stock after selling 19,585 shares during the period. Stempoint Capital LP’s holdings in Johnson & Johnson were worth $3,768,000 as of its most recent filing with the Securities & Exchange Commission.

Other institutional investors and hedge funds have also recently bought and sold shares of the company. Brighton Jones LLC lifted its stake in shares of 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 acquiring an additional 6,332 shares during the period. United Bank raised its holdings in Johnson & Johnson by 110.7% during the first quarter. United Bank now owns 9,279 shares of the company’s stock worth $1,539,000 after purchasing an additional 4,876 shares in the last quarter. Sivia Capital Partners LLC lifted its position in 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 purchasing an additional 692 shares during the period. Wealth Group Ltd. boosted its stake in Johnson & Johnson by 12.8% during the 2nd quarter. Wealth Group Ltd. now owns 1,482 shares of the company’s stock valued at $226,000 after purchasing an additional 168 shares in the last quarter. Finally, Schnieders Capital Management LLC. increased its position in shares of Johnson & Johnson by 9.8% during the 2nd quarter. Schnieders Capital Management LLC. now owns 73,680 shares of the company’s stock valued at $11,255,000 after purchasing an additional 6,584 shares during the period. Institutional investors own 69.55% of the company’s stock.

Johnson & Johnson News Roundup

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

• Positive Sentiment: Expansion into next-generation oncology. J&J completed its $1 billion cash acquisition of Firefly Bio, gaining the Firelink™ degrader antibody conjugate platform. The technology is intended to support targeted treatments for difficult solid tumors, including KRAS-driven cancers, and strengthens the company’s long-term oncology pipeline. Firefly Bio acquisition article
• Positive Sentiment: Strategic collaboration adds autoimmune-disease potential. J&J agreed to work with Sail Biomedicines on in vivo CAR-T therapies designed to reset the immune system and treat immune-mediated diseases. The agreement includes $785 million in initial payments and an exclusive option to acquire Sail for $2.58 billion, giving J&J access to a potentially transformative platform. Wall Street Journal Sail collaboration article
• Positive Sentiment: Operating momentum remains solid. J&J’s latest quarterly results exceeded analyst expectations, with revenue up 6.6% year over year to $25.31 billion and earnings per share of $2.90 versus a $2.84 consensus estimate. Analysts also raised some longer-term earnings forecasts, suggesting confidence in the underlying business. Johnson & Johnson earnings information
• Neutral Sentiment: Talc settlement may reduce legal uncertainty. J&J’s proposed payment of up to $5.5 billion would address roughly 76,000 ovarian-cancer claims, potentially removing a major litigation overhang. However, the agreement requires at least 95% claimant participation and does not eliminate all future litigation risk. Reuters talc litigation article
• Negative Sentiment: 2026 profit forecast was lowered. J&J cited the combined financial impact of the Firefly acquisition and Sail agreement when reducing its 2026 profit forecast. The lower near-term earnings outlook appears to be the most direct reason for investor caution today, despite the deals’ potential long-term strategic value. Reuters profit forecast article

Wall Street Analysts Forecast Growth

A number of analysts have recently commented on JNJ shares. Freedom Capital raised Johnson & Johnson from a “hold” rating to a “strong-buy” rating in a research note on Thursday, July 16th. Sanford C. Bernstein lifted their target price on Johnson & Johnson from $225.00 to $251.00 and gave the stock a “market perform” rating in a report on Wednesday, April 15th. Argus set a $300.00 price target on shares of Johnson & Johnson in a research report on Wednesday. Daiwa Securities Group raised their price objective on shares of Johnson & Johnson from $237.00 to $246.00 and gave the company an “outperform” rating in a research report on Thursday, April 16th. Finally, JPMorgan Chase & Co. lifted their price objective on shares of Johnson & Johnson from $250.00 to $260.00 and gave the stock a “neutral” rating in a research note on Wednesday, April 15th. One analyst has rated the stock with a Strong Buy rating, eighteen have given a Buy rating and six have issued a Hold rating to the stock. According to data from MarketBeat, the stock has an average rating of “Moderate Buy” and an average price target of $266.39.

Insider Transactions at Johnson & Johnson

In other news, EVP Vanessa Broadhurst sold 23,054 shares of the business’s stock in a transaction that occurred on Monday, July 20th. The shares were sold at an average price of $251.27, for a total transaction of $5,792,778.58. Following the sale, the executive vice president owned 23,003 shares in the company, valued at $5,779,963.81. The trade was a 50.06% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through the SEC website. Also, EVP Kathryn E. Wengel sold 10,000 shares of the company’s stock in a transaction that occurred on Thursday, June 11th. The shares were sold at an average price of $241.15, for a total transaction of $2,411,500.00. Following the completion of the sale, the executive vice president owned 114,288 shares of the company’s stock, valued at approximately $27,560,551.20. This trade represents a 8.05% decrease in their position. The SEC filing for this sale provides additional information. 0.16% of the stock is currently owned by corporate insiders.

Johnson & Johnson Stock Performance

JNJ opened at $265.71 on Thursday. The company has a quick ratio of 0.81, a current ratio of 1.09 and a debt-to-equity ratio of 0.44. The firm has a market cap of $640.34 billion, a PE ratio of 30.79, a P/E/G ratio of 2.53 and a beta of 0.24. The business has a fifty day simple moving average of $244.93 and a 200-day simple moving average of $237.82. Johnson & Johnson has a fifty-two week low of $164.23 and a fifty-two week high of $274.90.

Johnson & Johnson (NYSE:JNJ) last announced its earnings results on Wednesday, July 15th. The company reported $2.90 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $2.84 by $0.06. Johnson & Johnson had a return on equity of 32.42% and a net margin of 21.48%.The company had revenue of $25.31 billion for the quarter, compared to analyst estimates of $25.06 billion. During the same period in the previous year, the firm earned $2.77 earnings per share. Johnson & Johnson’s revenue for the quarter was up 6.6% compared to the same quarter last year. Johnson & Johnson has set its FY 2026 guidance at 11.600-11.750 EPS. As a group, equities analysts predict that Johnson & Johnson will post 11.68 EPS for the current fiscal year.

Johnson & Johnson Dividend Announcement

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

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.