Nordwand Advisors LLC Decreases Holdings in Johnson & Johnson $JNJ

Nordwand Advisors LLC trimmed its holdings in shares of Johnson & Johnson (NYSE:JNJ) by 94.3% during the fourth quarter, HoldingsChannel reports. The firm owned 2,737 shares of the company’s stock after selling 45,209 shares during the quarter. Nordwand Advisors LLC’s holdings in Johnson & Johnson were worth $566,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Several other institutional investors also recently added to or reduced their stakes in JNJ. AustralianSuper Pty Ltd boosted its stake in Johnson & Johnson by 632.0% during the third quarter. AustralianSuper Pty Ltd now owns 89,183 shares of the company’s stock valued at $16,536,000 after buying an additional 77,000 shares during the period. J.W. Cole Advisors Inc. increased its stake in Johnson & Johnson by 2.2% in the 3rd quarter. J.W. Cole Advisors Inc. now owns 130,934 shares of the company’s stock worth $24,278,000 after acquiring an additional 2,769 shares during the last quarter. Guinness Asset Management LTD raised its holdings in shares of Johnson & Johnson by 0.4% in the 3rd quarter. Guinness Asset Management LTD now owns 1,383,195 shares of the company’s stock valued at $251,216,000 after acquiring an additional 5,994 shares in the last quarter. Greenberg Financial Group bought a new stake in shares of Johnson & Johnson during the 4th quarter valued at about $954,000. Finally, National Pension Service boosted its position in shares of Johnson & Johnson by 3.2% during the 3rd quarter. National Pension Service now owns 4,926,569 shares of the company’s stock valued at $913,484,000 after acquiring an additional 151,707 shares during the last quarter. Institutional investors own 69.55% of the company’s stock.

Trending Headlines about Johnson & Johnson

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

• Positive Sentiment: Oncology sales continue to drive growth — J&J reported strong oncology momentum (Darzalex, Erleada and recent launches) with double‑digit oncology sales growth and management reiterating an aggressive cancer revenue ambition toward long‑term targets. Darzalex, Erleada & New Drugs Keep J&J’s Oncology Engine Charged in Q1
• Positive Sentiment: Ottava surgical robot hit endpoints in a pivotal bariatric study, supporting MedTech commercialization prospects and an expanded addressable market for JNJ’s surgical‑robotics push. This outcome can underpin future revenue diversification. Johnson & Johnson says Ottava surgical robot met endpoints in pivotal bariatric surgery study
• Positive Sentiment: Corporate PR and patient‑engagement push — J&J launched the “Generation Fine” global campaign targeting depression care, which bolsters the company’s neuropsychiatry profile and may aid uptake if upcoming therapies get approvals. (Reputational/market positioning benefit.) Johnson & Johnson launches “Generation Fine”
• Neutral Sentiment: Pipeline expansion and R&D investments — J&J is advancing programs across immunology, MedTech and AI-enabled care; these longer‑term investments support future growth but carry typical development timelines and execution risk. Johnson And Johnson Expands Clinical Pipeline In Immunology MedTech And AI
• Negative Sentiment: Clinical setbacks weigh on sentiment — JNJ’s dual‑target antibody for IBD (JNJ‑4804) failed to meet its primary endpoint in Phase 2b, and related IBD program readouts were described as showing no meaningful improvement, raising doubts about near-term immunology launches. Johnson And Johnson Balances Mental Health Push With Mixed Pipeline Outlook
• Negative Sentiment: Independent coverage highlights a trial miss — reporting on the IBD trial outcome underscores execution risk and likely near‑term pressure on sentiment until clearer data or program pivots are provided. Johnson and Johnson advances IBD therapy, despite trial miss

Insider Buying and Selling

In other Johnson & Johnson news, EVP Vanessa Broadhurst sold 6,197 shares of the company’s stock in a transaction dated Tuesday, February 17th. The shares were sold at an average price of $243.39, for a total transaction of $1,508,287.83. Following the transaction, the executive vice president owned 23,003 shares in the company, valued at approximately $5,598,700.17. This represents a 21.22% decrease in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through this hyperlink. Also, EVP Timothy Schmid sold 1,322 shares of the stock in a transaction that occurred on Friday, February 20th. The shares were sold at an average price of $245.66, for a total transaction of $324,762.52. Following the transaction, the executive vice president owned 25,447 shares in the company, valued at approximately $6,251,310.02. This trade represents a 4.94% decrease in their position. The disclosure for this sale is available in the SEC filing. In the last quarter, insiders have sold 30,142 shares of company stock worth $7,360,528. Corporate insiders own 0.16% of the company’s stock.

Johnson & Johnson Stock Down 1.0%

JNJ stock opened at $222.37 on Friday. The company has a market capitalization of $535.30 billion, a price-to-earnings ratio of 25.71, a price-to-earnings-growth ratio of 2.20 and a beta of 0.27. The company has a debt-to-equity ratio of 0.46, a quick ratio of 0.77 and a current ratio of 1.03. The business’s 50 day moving average price is $237.59 and its two-hundred day moving average price is $220.58. Johnson & Johnson has a fifty-two week low of $146.12 and a fifty-two week high of $251.71.

Johnson & Johnson (NYSE:JNJ) last posted its quarterly earnings data on Tuesday, April 14th. The company reported $2.70 earnings per share for the quarter, beating analysts’ consensus estimates of $2.68 by $0.02. Johnson & Johnson had a return on equity of 32.60% and a net margin of 21.83%.The company had revenue of $24.06 billion during the quarter, compared to analyst estimates of $23.60 billion. During the same quarter last year, the company earned $2.77 EPS. The firm’s revenue for the quarter was up 9.9% on a year-over-year basis. Johnson & Johnson has set its FY 2026 guidance at 11.450-11.650 EPS. As a group, analysts forecast that Johnson & Johnson will post 11.57 earnings per share for the current fiscal year.

Johnson & Johnson Increases Dividend

The company also recently announced a quarterly dividend, which will be paid on Tuesday, June 9th. Stockholders of record on Tuesday, May 26th will be paid a $1.34 dividend. This is a boost from Johnson & Johnson’s previous quarterly dividend of $1.30. This represents a $5.36 annualized dividend and a dividend yield of 2.4%. The ex-dividend date is Tuesday, May 26th. Johnson & Johnson’s payout ratio is currently 60.12%.

Wall Street Analysts Forecast Growth

A number of research analysts recently commented on the company. Guggenheim increased their target price on Johnson & Johnson from $244.00 to $266.00 and gave the company a “buy” rating in a research note on Monday, April 20th. JPMorgan Chase & Co. lifted their price target on Johnson & Johnson from $250.00 to $260.00 and gave the stock a “neutral” rating in a research note on Wednesday, April 15th. Sanford C. Bernstein increased their price objective on Johnson & Johnson from $225.00 to $251.00 and gave the company a “market perform” rating in a research report on Wednesday, April 15th. Scotiabank reissued an “outperform” rating on shares of Johnson & Johnson in a report on Thursday, January 22nd. Finally, TD Cowen began coverage on Johnson & Johnson in a research note on Wednesday, April 8th. They issued a “buy” rating and a $250.00 target price for the company. Eighteen analysts have rated the stock with a Buy rating and nine have given a Hold rating to the company’s stock. According to data from MarketBeat, the stock currently has an average rating of “Moderate Buy” and a consensus target price of $252.48.

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.