Jennifer Taubert Sells 15,000 Shares of Johnson & Johnson (NYSE:JNJ) Stock

Johnson & Johnson (NYSE:JNJ) EVP Jennifer Taubert sold 15,000 shares of Johnson & Johnson 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 completion of the transaction, 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 position. The transaction was disclosed in a legal filing with the SEC, which can be accessed through this link.

Johnson & Johnson Price Performance

NYSE JNJ opened at $273.19 on Thursday. Johnson & Johnson has a 1 year low of $173.33 and a 1 year high of $276.47. The business’s fifty day moving average is $253.89 and its two-hundred day moving average is $242.23. The stock has a market capitalization of $658.37 billion, a P/E ratio of 31.66, a P/E/G ratio of 2.59 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 (NYSE:JNJ) last issued 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. The business had revenue of $25.31 billion for the quarter, compared to analysts’ expectations of $25.06 billion. Johnson & Johnson had a return on equity of 32.42% and a net margin of 21.48%.The company’s quarterly revenue was up 6.6% on a year-over-year basis. During the same period in the previous year, the firm posted $2.77 EPS. Johnson & Johnson has set its FY 2026 guidance at 11.600-11.750 EPS. On average, research analysts forecast that Johnson & Johnson will post 11.61 earnings per share for the current fiscal year.

Johnson & Johnson Dividend Announcement

The business also recently declared a quarterly dividend, which will be paid on Tuesday, September 8th. Investors of record on Tuesday, August 25th will be paid a $1.34 dividend. 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 (DPR) is currently 62.11%.

Wall Street Analysts Forecast Growth

Several research analysts have commented on JNJ shares. TD Cowen raised their target price on shares of Johnson & Johnson from $250.00 to $300.00 and gave the stock a “buy” rating in a report on Monday, July 13th. Raymond James Financial set a $280.00 price target on shares of Johnson & Johnson in a report on Monday, August 3rd. HSBC set a $290.00 price objective on shares of Johnson & Johnson and gave the stock a “buy” rating in a research note on Monday, July 6th. Bank of America lifted their price objective on shares of Johnson & Johnson from $254.00 to $263.00 and gave the stock a “neutral” rating in a research report on Friday, July 10th. Finally, Wall Street Zen downgraded shares of Johnson & Johnson from a “buy” rating to a “hold” rating in a research note on Saturday, August 1st. One analyst has rated the stock with a Strong Buy rating, eighteen have assigned a Buy rating and six have assigned a Hold rating to the stock. Based on data from MarketBeat, the stock currently has an average rating of “Moderate Buy” and an average target price of $268.22.

Key Johnson & Johnson News

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

• Positive Sentiment: Strong earnings and higher guidance remain key catalysts. Second-quarter revenue rose 6.6% to $25.31 billion, exceeding estimates, while adjusted EPS of $2.90 topped the $2.84 consensus. Management also raised its 2026 outlook, reinforcing confidence in near-term earnings growth. Johnson & Johnson Stock Jumps as Healthcare Rotation Lifts Shares
• Positive Sentiment: FDA clearance expands JNJ’s medical-technology opportunity. The company received authorization for MONARCH QUEST 3, an AI-powered software upgrade adding 3D imaging, planning, and navigation capabilities to its robotic bronchoscopy platform. The development supports JNJ’s broader push into robotic surgery and advanced diagnostics. Johnson & Johnson Expands Robotic Bronchoscopy Push
• Positive Sentiment: Analysts continue to favor JNJ as a defensive growth and income stock. Several analysts maintain Buy or Strong Buy views, citing immunology and neuroscience medicines as potential growth engines that can help offset Stelara’s loss of exclusivity. JNJ’s 64-year record of dividend increases and recent quarterly payout of $1.34 also support its appeal to income-focused investors. Analysts Favor Dividend Aristocrats JNJ and LIN
• Neutral Sentiment: Above-average call-option activity points to increased short-term bullish positioning, but options flows may also increase volatility and are not a substitute for fundamental demand.
• Negative Sentiment: Executive Vice President Jennifer Taubert sold 15,000 shares for approximately $3.95 million, reducing her holdings by 7.16%. Continued insider selling by multiple executives could weigh modestly on sentiment, although the transaction does not by itself indicate weakening business conditions. SEC insider transaction filing

Institutional Trading of Johnson & Johnson

Several institutional investors have recently made changes to their positions in JNJ. Brighton Jones LLC grew 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 valued at $7,502,000 after buying an additional 6,332 shares in the last quarter. United Bank lifted its stake in Johnson & Johnson by 110.7% in the first quarter. United Bank now owns 9,279 shares of the company’s stock valued at $1,539,000 after acquiring an additional 4,876 shares during the last quarter. Sivia Capital Partners LLC grew 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 acquiring an additional 692 shares in the last quarter. Wealth Group Ltd. grew its position in Johnson & Johnson by 12.8% in the second quarter. Wealth Group Ltd. now owns 1,482 shares of the company’s stock worth $226,000 after acquiring an additional 168 shares in the last quarter. Finally, Schnieders Capital Management LLC. increased its stake 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 worth $11,255,000 after purchasing an additional 6,584 shares during the last quarter. 69.55% of the stock is currently owned by institutional investors and hedge funds.

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.