Beacon Bank & Trust Sells 2,145 Shares of Johnson & Johnson $JNJ

Beacon Bank & Trust lessened its position in Johnson & Johnson (NYSE:JNJ) by 7.2% in the 1st quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The fund owned 27,564 shares of the company’s stock after selling 2,145 shares during the quarter. Johnson & Johnson accounts for 1.4% of Beacon Bank & Trust’s portfolio, making the stock its 16th largest position. Beacon Bank & Trust’s holdings in Johnson & Johnson were worth $6,738,000 at the end of the most recent reporting period.

A number of other large investors have also recently made changes to their positions in JNJ. Blueline Advisors LLC bought a new stake in Johnson & Johnson in the fourth quarter worth about $25,000. Cresta Advisors Ltd. bought a new position in shares of Johnson & Johnson during the fourth quarter valued at approximately $26,000. DecisionPoint Financial LLC raised its holdings in shares of Johnson & Johnson by 104.2% in the fourth quarter. DecisionPoint Financial LLC now owns 147 shares of the company’s stock worth $30,000 after buying an additional 75 shares during the period. Bay Harbor Wealth Management LLC raised its holdings in shares of Johnson & Johnson by 49.0% in the fourth quarter. Bay Harbor Wealth Management LLC now owns 149 shares of the company’s stock worth $31,000 after buying an additional 49 shares during the period. Finally, Family CFO Inc bought a new stake in shares of Johnson & Johnson during the 4th quarter worth approximately $31,000. 69.55% of the stock is owned by hedge funds and other institutional investors.

Wall Street Analysts Forecast Growth

JNJ has been the topic of several research analyst reports. Stifel Nicolaus upped their price objective on Johnson & Johnson from $220.00 to $250.00 and gave the company a “hold” rating in a research report on Wednesday, April 15th. The Goldman Sachs Group boosted their target price on shares of Johnson & Johnson from $265.00 to $275.00 and gave the company a “buy” rating in a research note on Wednesday, April 15th. Raymond James Financial raised their price target on shares of Johnson & Johnson from $237.00 to $258.00 and gave the stock an “outperform” rating in a research note on Wednesday, April 15th. JPMorgan Chase & Co. lifted their price objective on shares of Johnson & Johnson from $250.00 to $260.00 and gave the company a “neutral” rating in a report on Wednesday, April 15th. Finally, Royal Bank Of Canada reissued an “outperform” rating and issued a $265.00 price objective on shares of Johnson & Johnson in a research report on Wednesday, April 15th. Twenty analysts have rated the stock with a Buy rating and seven have given a Hold rating to the company’s stock. According to MarketBeat, the company presently has a consensus rating of “Moderate Buy” and an average price target of $257.74.

Johnson & Johnson Stock Performance

JNJ stock opened at $263.52 on Thursday. Johnson & Johnson has a 1-year low of $154.80 and a 1-year high of $269.43. The business has a 50-day moving average price of $235.85 and a 200 day moving average price of $232.52. The company has a market capitalization of $634.34 billion, a P/E ratio of 30.46, a PEG ratio of 2.62 and a beta of 0.24. 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 (NYSE:JNJ) last posted its earnings results on Tuesday, April 14th. The company reported $2.70 EPS for the quarter, beating analysts’ consensus estimates of $2.68 by $0.02. Johnson & Johnson had a net margin of 21.83% and a return on equity of 32.60%. The business had revenue of $24.06 billion for the quarter, compared to the consensus estimate of $23.60 billion. During the same quarter last year, the firm posted $2.77 EPS. The company’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, equities research analysts forecast that Johnson & Johnson will post 11.57 EPS for the current fiscal year.

Johnson & Johnson Increases Dividend

The business also recently announced a quarterly dividend, which was paid on Tuesday, June 9th. Shareholders of record on Tuesday, May 26th were issued a dividend of $1.34 per share. This is an increase from Johnson & Johnson’s previous quarterly dividend of $1.30. This represents a $5.36 dividend on an annualized basis and a yield of 2.0%. The ex-dividend date was Tuesday, May 26th. Johnson & Johnson’s dividend payout ratio (DPR) is currently 61.97%.

Key Headlines Impacting Johnson & Johnson

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

• Positive Sentiment: Johnson & Johnson announced FDA approval for its dual-energy THERMOCOOL SMARTTOUCH SF platform, a positive catalyst that could support growth in the company’s medtech business and improve investor confidence in its pipeline. Article Title
• Positive Sentiment: The stock had recently been pushing to record highs as analysts raised price targets and investors responded to a higher outlook and pre-earnings optimism, suggesting the long-term setup for JNJ remains constructive. Article Title
• Neutral Sentiment: Commentary this week also highlighted JNJ as a defensive healthcare name with steady cash flow, while other pieces focused on valuation, earnings expectations, and healthcare sector comparisons rather than new company-specific setbacks. Article Title
• Negative Sentiment: Despite the positive product news, some trading-focused coverage noted unusual put option activity after the recent run-up, indicating that a portion of the market is positioning for a possible pullback. Article Title
• Negative Sentiment: One market recap also described JNJ as declining more than the broader market, reinforcing the idea that the stock is pausing after a strong advance rather than reacting to a major fundamental problem. Article Title

Insider Transactions at Johnson & Johnson

In other Johnson & Johnson news, EVP Kathryn E. Wengel sold 10,000 shares of the stock in a transaction on Thursday, June 11th. The stock was sold at an average price of $241.15, for a total transaction of $2,411,500.00. Following 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 sale was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through this hyperlink. Company insiders own 0.16% of the company’s stock.

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.