Sowell Financial Services LLC Reduces Stake in Johnson & Johnson $JNJ

Sowell Financial Services LLC decreased its holdings in shares of Johnson & Johnson (NYSE:JNJ) by 4.6% in the 2nd quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 57,238 shares of the company’s stock after selling 2,782 shares during the quarter. Sowell Financial Services LLC’s holdings in Johnson & Johnson were worth $14,537,000 at the end of the most recent quarter.

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

Trending Headlines about Johnson & Johnson

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

• Positive Sentiment: JNJ is advancing seltorexant into late-stage development for major depressive disorder, potentially adding a novel growth opportunity to its Innovative Medicine pipeline. The company also announced a multiyear partnership with ACCESS to expand advanced cardiac electrophysiology technologies in ambulatory surgery centers, supporting its higher-growth MedTech strategy. Johnson & Johnson Advances Seltorexant and Expands Outpatient Cardiac Care
• Positive Sentiment: Recent catalysts include FDA De Novo authorization for the OTTAVA robotic surgery system, Priority Review for RYBREVANT FASPRO and a collaboration on in-vivo CAR-T therapies. These developments strengthen JNJ’s long-term growth narrative beyond its established products. What Johnson & Johnson’s OTTAVA FDA Win and Talc Deal Shift Mean for Shareholders
• Positive Sentiment: JNJ’s latest quarterly results exceeded expectations, with revenue rising 6.6% year over year to $25.31 billion and adjusted earnings per share reaching $2.90. Management raised its full-year 2026 EPS outlook to $11.60-$11.75, reinforcing confidence in the business. Johnson & Johnson vs. Medtronic After Earnings
• Positive Sentiment: JNJ remains attractive to income-focused investors because of its long record of uninterrupted dividend increases, diversified operations and relatively strong balance sheet. Johnson & Johnson vs. AbbVie: Safe Dividend vs. Higher Yield

Johnson & Johnson Stock Performance

NYSE:JNJ opened at $260.74 on Thursday. The company has a debt-to-equity ratio of 0.44, a current ratio of 1.09 and a quick ratio of 0.81. The firm has a market cap of $628.36 billion, a price-to-earnings ratio of 30.21, a price-to-earnings-growth ratio of 2.48 and a beta of 0.24. The firm’s fifty day moving average price is $250.68 and its 200 day moving average price is $240.77. Johnson & Johnson has a 1-year low of $172.70 and a 1-year high of $274.90.

Johnson & Johnson (NYSE:JNJ) last announced its quarterly earnings data on Wednesday, July 15th. The company reported $2.90 EPS for the quarter, topping analysts’ consensus estimates 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 during the quarter, compared to the consensus estimate of $25.06 billion. During the same quarter in the prior year, the firm earned $2.77 EPS. Johnson & Johnson’s quarterly revenue was up 6.6% on a year-over-year basis. Johnson & Johnson has set its FY 2026 guidance at 11.600-11.750 EPS. On average, sell-side analysts expect that Johnson & Johnson will post 11.61 EPS for the current year.

Johnson & Johnson Announces Dividend

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 dividend of $1.34 per share. This represents a $5.36 annualized dividend and a yield of 2.1%. The ex-dividend date of this dividend is Tuesday, August 25th. Johnson & Johnson’s dividend payout ratio is currently 62.11%.

Analysts Set New Price Targets

Several equities analysts have issued reports on JNJ shares. Morgan Stanley raised their price objective on Johnson & Johnson from $284.00 to $294.00 and gave the stock an “overweight” rating in a report on Thursday, July 16th. TD Cowen upped their target price on Johnson & Johnson from $250.00 to $300.00 and gave the company a “buy” rating in a research report on Monday, July 13th. Barclays raised their price target on Johnson & Johnson from $234.00 to $255.00 and gave the stock an “equal weight” rating in a research note on Wednesday, April 15th. Wells Fargo & Company lifted their price target on Johnson & Johnson from $272.00 to $282.00 and gave the stock an “overweight” rating in a research report on Monday, August 3rd. Finally, Wall Street Zen cut Johnson & Johnson from a “buy” rating to a “hold” rating in a research note on Saturday, August 1st. One equities research 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 company’s stock. According to data from MarketBeat.com, the company has a consensus rating of “Moderate Buy” and an average target price of $268.22.

Insider Activity at Johnson & Johnson

In other Johnson & Johnson news, EVP Vanessa Broadhurst sold 23,054 shares of Johnson & Johnson stock in a transaction that occurred on Monday, July 20th. The stock was sold at an average price of $251.27, for a total value of $5,792,778.58. Following the sale, the executive vice president 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 position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through the SEC website. Also, EVP Elizabeth Forminard sold 15,918 shares of the business’s stock in a transaction that occurred on Thursday, August 6th. The stock was sold at an average price of $257.00, for a total value of $4,090,926.00. Following the transaction, the executive vice president owned 16,994 shares in the company, valued at $4,367,458. The trade was a 48.37% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold a total of 48,972 shares of company stock worth $12,295,205 over the last 90 days. Company insiders own 0.16% of the company’s stock.

Johnson & Johnson Company 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.