Compass Capital Management Inc. Sells 7,047 Shares of Johnson & Johnson $JNJ

Compass Capital Management Inc. decreased its holdings in shares of Johnson & Johnson (NYSE:JNJ) by 2.9% in the 2nd quarter, Holdings Channel reports. The institutional investor owned 236,718 shares of the company’s stock after selling 7,047 shares during the period. Johnson & Johnson accounts for about 3.6% of Compass Capital Management Inc.’s portfolio, making the stock its 5th biggest position. Compass Capital Management Inc.’s holdings in Johnson & Johnson were worth $60,119,000 at the end of the most recent quarter.

A number of other hedge funds and other institutional investors have also recently bought and sold shares of the business. Blueline Advisors LLC acquired a new stake in shares of Johnson & Johnson during the fourth quarter worth $25,000. Cresta Advisors Ltd. acquired a new position in shares of Johnson & Johnson during the 4th quarter worth about $26,000. Bay Harbor Wealth Management LLC raised its position in shares of Johnson & Johnson by 49.0% in the 4th quarter. Bay Harbor Wealth Management LLC now owns 149 shares of the company’s stock valued at $31,000 after acquiring an additional 49 shares during the period. Semmax Financial Advisors Inc. boosted its stake in Johnson & Johnson by 55.0% during the 2nd quarter. Semmax Financial Advisors Inc. now owns 203 shares of the company’s stock worth $31,000 after acquiring an additional 72 shares during the last quarter. Finally, E Fund Management Hong Kong Co. Ltd. increased its stake in Johnson & Johnson by 946.7% in the fourth quarter. E Fund Management Hong Kong Co. Ltd. now owns 157 shares of the company’s stock valued at $32,000 after purchasing an additional 142 shares in the last quarter. 69.55% of the stock is owned by institutional investors.

Insider Transactions at Johnson & Johnson

In other news, EVP Jennifer L. Taubert sold 15,000 shares of the firm’s stock in a transaction that occurred on 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 transaction, the executive vice president directly owned 194,451 shares of the company’s stock, valued at approximately $51,210,615.36. This trade represents a 7.16% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through this hyperlink. Also, EVP Vanessa Broadhurst sold 23,054 shares of the company’s stock in a transaction that occurred on Monday, July 20th. The stock was sold at an average price of $251.27, for a total transaction of $5,792,778.58. Following the sale, the executive vice president directly owned 23,003 shares of the company’s stock, valued at approximately $5,779,963.81. This trade represents a 50.06% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Over the last quarter, insiders have sold 63,972 shares of company stock valued at $16,245,605. Company insiders own 0.16% of the company’s stock.

Trending Headlines about Johnson & Johnson

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

• Positive Sentiment: China approved J&J’s oral psoriasis pill, Icotyde, expanding the company’s immunology portfolio and giving it a simpler treatment option to compete with rival products from Bristol Myers Squibb and AbbVie. The pill could also broaden J&J’s presence in China, although it may compete with the company’s established injectable Tremfya franchise. China approves J&J’s oral psoriasis pill
• Positive Sentiment: The FDA expanded approval of Imaavy for warm autoimmune hemolytic anemia in patients 12 and older who are receiving or have previously received steroids. As the first approved treatment for this rare, potentially life-threatening disorder, Imaavy addresses an unmet need and could support J&J’s rare-disease growth strategy. Imaavy expands into rare blood disorder
• Positive Sentiment: Recent analysis points to a favorable shift in J&J’s product mix, with newer products increasingly offsetting pressure from the STELARA patent loss. This supports the view that growth in the broader Innovative Medicine portfolio may be more important than the shrinking contribution from STELARA. Did a product swap fuel JNJ stock’s surge?
• Positive Sentiment: Investors continue to view JNJ as a defensive dividend holding, supported by its balance sheet, diversified healthcare operations and ability to generate dependable returns through economic cycles. Johnson & Johnson is a top dividend stock

Johnson & Johnson Trading Up 1.0%

Johnson & Johnson stock opened at $268.30 on Friday. The company has a market cap of $646.58 billion, a price-to-earnings ratio of 31.09, a P/E/G ratio of 2.54 and a beta of 0.24. Johnson & Johnson has a one year low of $173.33 and a one year high of $276.47. The firm has a 50-day moving average of $258.88 and a 200-day moving average of $243.94. The company has a debt-to-equity ratio of 0.44, a current ratio of 1.09 and a quick ratio of 0.81.

Johnson & Johnson (NYSE:JNJ) last issued its 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 company had revenue of $25.31 billion during the quarter, compared to the consensus estimate of $25.06 billion. During the same period in the previous year, the company posted $2.77 EPS. The firm’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. On average, equities analysts expect that Johnson & Johnson will post 11.61 earnings per share for the current fiscal year.

Johnson & Johnson Announces Dividend

The company also recently declared a quarterly dividend, which will be paid on Tuesday, September 8th. Investors of record on Tuesday, August 25th will be issued a dividend of $1.34 per share. This represents a $5.36 annualized dividend and a yield of 2.0%. The ex-dividend date of this dividend is Tuesday, August 25th. Johnson & Johnson’s dividend payout ratio (DPR) is presently 62.11%.

Wall Street Analyst Weigh In

Several equities analysts have recently issued reports on the stock. Royal Bank Of Canada boosted their price target on shares of Johnson & Johnson from $265.00 to $287.00 and gave the company an “outperform” rating in a report on Monday, July 13th. HSBC set a $290.00 price target on Johnson & Johnson and gave the stock a “buy” rating in a report on Monday, July 6th. Citigroup boosted their price objective on Johnson & Johnson from $285.00 to $298.00 and gave the company a “buy” rating in a research report on Wednesday, July 8th. Weiss Ratings upgraded shares of Johnson & Johnson from a “buy (b-)” rating to a “buy (b)” rating in a report on Friday, July 24th. Finally, Johnson Rice reiterated a “buy” rating on shares of Johnson & Johnson in a report on Monday, August 3rd. One equities research 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 company. According to MarketBeat.com, the company currently has an average rating of “Moderate Buy” and a consensus target price of $268.22.

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.