Johnson & Johnson $JNJ Shares Sold by TRB Wealth Management LLC

TRB Wealth Management LLC reduced its stake in Johnson & Johnson (NYSE:JNJ) by 23.3% during the 2nd quarter, according to its most recent filing with the Securities and Exchange Commission. The fund owned 10,921 shares of the company’s stock after selling 3,320 shares during the quarter. TRB Wealth Management LLC’s holdings in Johnson & Johnson were worth $2,774,000 at the end of the most recent reporting period.

Several other large investors have also modified their holdings of JNJ. EP Wealth Advisors LLC lifted its holdings in shares of Johnson & Johnson by 15.9% during the second quarter. EP Wealth Advisors LLC now owns 708,767 shares of the company’s stock worth $180,006,000 after purchasing an additional 97,152 shares during the period. Rakuten Securities Inc. increased its stake in Johnson & Johnson by 153.8% in the 2nd quarter. Rakuten Securities Inc. now owns 2,241 shares of the company’s stock valued at $569,000 after buying an additional 1,358 shares during the period. Burnham & Co LLC purchased a new position in Johnson & Johnson during the 2nd quarter worth $1,947,000. Robinhood Asset Management LLC raised its position in Johnson & Johnson by 24.5% during the 2nd quarter. Robinhood Asset Management LLC now owns 42,812 shares of the company’s stock worth $10,873,000 after buying an additional 8,428 shares during the last quarter. Finally, Callan Family Office LLC lifted its stake in shares of Johnson & Johnson by 0.4% in the 2nd quarter. Callan Family Office LLC now owns 64,905 shares of the company’s stock worth $16,484,000 after acquiring an additional 245 shares during the period. Hedge funds and other institutional investors own 69.55% of the company’s stock.

Johnson & Johnson Stock Up 1.3%

Shares of NYSE JNJ opened at $278.66 on Friday. The stock has a market capitalization of $671.54 billion, a price-to-earnings ratio of 32.29, a price-to-earnings-growth ratio of 2.63 and a beta of 0.24. Johnson & Johnson has a 52 week low of $173.33 and a 52 week high of $281.07. The firm has a 50-day moving average price of $261.57 and a 200 day moving average price of $244.85. The company has a quick ratio of 0.81, a current ratio of 1.09 and a debt-to-equity ratio of 0.44.

Johnson & Johnson (NYSE:JNJ) last issued its earnings results on Wednesday, July 15th. The company reported $2.90 earnings per share for the quarter, topping the consensus estimate of $2.84 by $0.06. Johnson & Johnson had a net margin of 21.48% and a return on equity of 32.42%. The company had revenue of $25.31 billion for the quarter, compared to analyst estimates of $25.06 billion. During the same period in the prior year, the business posted $2.77 earnings per share. 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. Equities research analysts anticipate that Johnson & Johnson will post 11.61 EPS for the current fiscal year.

Johnson & Johnson Dividend Announcement

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 $1.34 dividend. The ex-dividend date is Tuesday, August 25th. This represents a $5.36 dividend on an annualized basis and a dividend yield of 1.9%. Johnson & Johnson’s dividend payout ratio is currently 62.11%.

Wall Street Analysts Forecast Growth

JNJ has been the topic of a number of recent analyst reports. Johnson Rice reiterated a “buy” rating on shares of Johnson & Johnson in a research note on Monday, August 3rd. Morgan Stanley raised their price objective on shares of Johnson & Johnson from $284.00 to $294.00 and gave the company an “overweight” rating in a research report on Thursday, July 16th. Wells Fargo & Company lifted their price objective on Johnson & Johnson from $272.00 to $282.00 and gave the company an “overweight” rating in a report on Monday, August 3rd. Citigroup increased their target price on Johnson & Johnson from $285.00 to $298.00 and gave the stock a “buy” rating in a research note on Wednesday, July 8th. Finally, Freedom Capital raised Johnson & Johnson from a “hold” rating to a “strong-buy” rating in a report on Thursday, July 16th. One investment analyst has rated the stock with a Strong Buy rating, eighteen have assigned a Buy rating and six have issued a Hold rating to the stock. Based on data from MarketBeat.com, Johnson & Johnson has a consensus rating of “Moderate Buy” and a consensus price target of $272.83.

Johnson & Johnson News Summary

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

• Positive Sentiment: UBS initiated coverage with a Buy rating and a $320 price target, implying roughly 15%–16% upside from recent levels. The target reflects greater confidence in J&J’s pharmaceutical pipeline and potential for stronger growth. J&J Jumps as UBS Lifts Its Target to $320
• Positive Sentiment: Recent business momentum remains constructive: J&J’s latest quarterly revenue increased 6.6% year over year, while earnings and revenue exceeded analyst expectations. A separate analysis noted that new products have more than offset sales lost from older medicines, supporting the company’s growth narrative. Johnson & Johnson Replaced Lost Sales With New Ones
• Neutral Sentiment: J&J will participate in the Deutsche Bank 2026 Healthcare Summit on September 17. The presentation could provide updates on the pipeline, growth strategy and financial outlook, but the announcement itself does not change fundamentals. Johnson & Johnson to Participate in the Deutsche Bank Healthcare Summit
• Negative Sentiment: An analyst lowered the FY2026 EPS forecast, creating a modest headwind against the bullish analyst target and suggesting expectations for near-term earnings growth may be moderating.
• Negative Sentiment: Analysts continue to flag Stelara and upcoming drug patent expirations, weakness in MedTech and ongoing talc litigation as risks. The stock’s approximately 56% 12-month gain and valuation near its 52-week high leave less room for disappointment, particularly because the current price may already anticipate growth above management’s guidance. J&J Faces Multiple Headwinds Does J&J Talc Verdict Add to Legal Risk?

Insider Transactions at Johnson & Johnson

In related news, EVP Vanessa Broadhurst sold 23,054 shares of Johnson & Johnson stock in a transaction 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 completion of the transaction, the executive vice president directly owned 23,003 shares of the company’s stock, valued at approximately $5,779,963.81. The trade was a 50.06% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which can be accessed through this link. Also, EVP Kathryn Wengel sold 10,000 shares of the business’s stock in a transaction on Thursday, June 11th. The stock was sold at an average price of $241.15, for a total value of $2,411,500.00. Following the sale, the executive vice president owned 114,288 shares in the company, valued at approximately $27,560,551.20. The trade was a 8.05% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Over the last quarter, insiders sold 63,972 shares of company stock valued at $16,245,605. 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.