Sachetta LLC Sells 3,934 Shares of Johnson & Johnson $JNJ

Sachetta LLC decreased its holdings in shares of Johnson & Johnson (NYSE:JNJ) by 64.1% in the fourth quarter, according to its most recent Form 13F filing with the SEC. The institutional investor owned 2,206 shares of the company’s stock after selling 3,934 shares during the period. Sachetta LLC’s holdings in Johnson & Johnson were worth $457,000 as of its most recent SEC filing.

A number of other institutional investors and hedge funds have also made changes to their positions in the business. Abich Financial Wealth Management LLC bought a new stake in shares of Johnson & Johnson during the third quarter valued at approximately $26,000. DecisionPoint Financial LLC increased its position in shares of Johnson & Johnson by 104.2% during the fourth quarter. DecisionPoint Financial LLC now owns 147 shares of the company’s stock valued at $30,000 after acquiring an additional 75 shares in the last quarter. Family CFO Inc bought a new stake in shares of Johnson & Johnson during the fourth quarter valued at approximately $31,000. Semmax Financial Advisors Inc. increased its position in shares of Johnson & Johnson by 55.0% during 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, Stone House Investment Management LLC increased its position in shares of Johnson & Johnson by 58.9% during 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. Institutional investors own 69.55% of the company’s stock.

Johnson & Johnson News Summary

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

• Positive Sentiment: TREMFYA (guselkumab) Phase 3 FUZION data showed it is the first IL‑23 inhibitor to demonstrate efficacy in perianal fistulizing Crohn’s disease at Week 24 — a high‑unmet‑need indication that could expand TREMFYA’s label and commercial opportunity in IBD. Johnson & Johnson study shows TREMFYA® (guselkumab) is the first and only IL-23 inhibitor to demonstrate efficacy in perianal fistulizing Crohn’s disease
• Positive Sentiment: Investigational co‑antibody JNJ‑4804 reported Phase 2b DUET data showing strong clinical and endoscopic results in refractory UC and CD, supporting advancement to Phase 3 — positive for long‑term pipeline value if confirmed. Johnson & Johnson investigational co-antibody therapy JNJ-4804 shows potential to raise the bar for clinical efficacy in treating refractory inflammatory bowel disease
• Positive Sentiment: Coverage notes recent FDA wins in rare disease and schizophrenia and highlights J&J’s accelerating growth narrative — such regulatory momentum can re‑rate expectations and draw investor interest. How Investors May Respond To Johnson & Johnson (JNJ) New FDA Wins In Rare Disease And Schizophrenia
• Positive Sentiment: Network meta‑analysis shows CAPLYTA ranked highly among adjunctive MDD treatments, supporting commercial positioning for the psychiatry franchise and potential uptake in clinical practice. CAPLYTA® (lumateperone) showed greatest improvement across key efficacy outcomes among adjunctive MDD treatments in new network meta-analysis
• Neutral Sentiment: Investor‑focused articles and screens (Zacks, Yahoo, 247WallSt) are driving attention to JNJ as a dividend and growth name — may increase retail/income flows but not an immediate fundamental change. Johnson & Johnson (JNJ) is Attracting Investor Attention: Here is What You Should Know
• Neutral Sentiment: J&J‑sponsored protocol amendment for the Nanobiotix head & neck cancer study and a J&J study supporting Abiomed’s Impella 5.5 are incremental scientific wins that support partnerships and program progress but are unlikely to move near‑term revenue materially. Nanobiotix Announces Protocol Amendment to Ongoing Global Phase 3 Head and Neck Cancer Study
• Negative Sentiment: CVS will prefer lower‑cost interchangeable biosimilars over J&J’s Stelara on its main formularies starting July 1, a clear payer headwind that could reduce Stelara volumes and pricing leverage in the near term. CVS to drop J&J’s Stelara from its main formularies

Insider Transactions at Johnson & Johnson

In other news, EVP Timothy Schmid sold 1,322 shares of the business’s stock in a transaction dated Friday, February 20th. The shares were sold at an average price of $245.66, for a total value of $324,762.52. Following the sale, the executive vice president directly owned 25,447 shares in the company, valued at $6,251,310.02. The trade was a 4.94% decrease in their position. The transaction was disclosed in a filing with the SEC, which is available at the SEC website. Also, EVP Vanessa Broadhurst sold 6,197 shares of the business’s stock in a transaction dated Tuesday, February 17th. The stock was sold at an average price of $243.39, for a total transaction of $1,508,287.83. Following the completion of the sale, the executive vice president owned 23,003 shares in the company, valued at approximately $5,598,700.17. This trade represents a 21.22% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Over the last 90 days, insiders sold 30,142 shares of company stock worth $7,360,528. Insiders own 0.16% of the company’s stock.

Johnson & Johnson Stock Performance

NYSE:JNJ opened at $225.59 on Wednesday. The company has a debt-to-equity ratio of 0.46, a current ratio of 1.03 and a quick ratio of 0.77. Johnson & Johnson has a 1 year low of $146.12 and a 1 year high of $251.71. The stock’s 50 day simple moving average is $238.49 and its two-hundred day simple moving average is $220.15. The company has a market cap of $543.05 billion, a price-to-earnings ratio of 26.08, a PEG ratio of 2.20 and a beta of 0.27.

Johnson & Johnson (NYSE:JNJ) last released its quarterly earnings data 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. Johnson & Johnson had a return on equity of 32.60% and a net margin of 21.83%.The business had revenue of $24.06 billion for the quarter, compared to the consensus estimate of $23.60 billion. During the same quarter in the previous year, the company posted $2.77 EPS. The company’s revenue was up 9.9% compared to the same quarter last year. Johnson & Johnson has set its FY 2026 guidance at 11.450-11.650 EPS. As a group, equities analysts anticipate that Johnson & Johnson will post 11.57 earnings per share for the current fiscal year.

Johnson & Johnson Increases Dividend

The firm also recently announced a quarterly dividend, which will be paid on Tuesday, June 9th. Stockholders 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. The ex-dividend date is Tuesday, May 26th. This represents a $5.36 dividend on an annualized basis and a dividend yield of 2.4%. Johnson & Johnson’s payout ratio is presently 60.12%.

Analyst Upgrades and Downgrades

A number of research firms have commented on JNJ. TD Cowen began coverage on shares of Johnson & Johnson in a research report on Wednesday, April 8th. They issued a “buy” rating and a $250.00 target price for the company. Royal Bank Of Canada reiterated an “outperform” rating and set a $265.00 price target on shares of Johnson & Johnson in a research note on Wednesday, April 15th. JPMorgan Chase & Co. lifted their price target 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. Citigroup lifted their price target on shares of Johnson & Johnson from $274.00 to $285.00 and gave the stock a “buy” rating in a research note on Tuesday, April 7th. Finally, Rothschild & Co Redburn lifted their price target on shares of Johnson & Johnson from $180.00 to $210.00 and gave the stock a “neutral” rating in a research note on Thursday, February 19th. Eighteen equities research analysts have rated the stock with a Buy rating and nine have assigned a Hold rating to the company’s stock. Based on data from MarketBeat, Johnson & Johnson currently has a consensus rating of “Moderate Buy” and a consensus target price of $252.48.

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.