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

Meridian Wealth Management LLC trimmed its holdings in Johnson & Johnson (NYSE:JNJ) by 4.9% in the second quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 53,587 shares of the company’s stock after selling 2,763 shares during the quarter. Meridian Wealth Management LLC’s holdings in Johnson & Johnson were worth $13,598,000 at the end of the most recent reporting period.

A number of other hedge funds and other institutional investors also recently made changes to their positions in JNJ. Brighton Jones LLC grew its stake in shares of Johnson & Johnson by 13.9% in the 4th quarter. Brighton Jones LLC now owns 51,876 shares of the company’s stock worth $7,502,000 after purchasing an additional 6,332 shares during the last quarter. United Bank grew its position in Johnson & Johnson by 110.7% during the 1st quarter. United Bank now owns 9,279 shares of the company’s stock worth $1,539,000 after purchasing an additional 4,876 shares in the last quarter. Sivia Capital Partners LLC raised its position in Johnson & Johnson by 13.4% during the second quarter. Sivia Capital Partners LLC now owns 5,863 shares of the company’s stock valued at $896,000 after buying an additional 692 shares during the period. Wealth Group Ltd. boosted its position in Johnson & Johnson by 12.8% during the 2nd quarter. Wealth Group Ltd. now owns 1,482 shares of the company’s stock worth $226,000 after acquiring an additional 168 shares during the period. Finally, Schnieders Capital Management LLC. grew its stake in Johnson & Johnson by 9.8% during the 2nd quarter. Schnieders Capital Management LLC. now owns 73,680 shares of the company’s stock valued at $11,255,000 after acquiring an additional 6,584 shares in the last quarter. 69.55% of the stock is currently owned by institutional investors.

Johnson & Johnson Price Performance

Shares of NYSE:JNJ opened at $270.43 on Thursday. The company has a market cap of $651.71 billion, a price-to-earnings ratio of 31.34, a PEG ratio of 2.61 and a beta of 0.24. The business has a 50 day moving average price of $257.32 and a 200 day moving average price of $243.59. 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 has a twelve month low of $173.33 and a twelve month high of $276.47.

Johnson & Johnson (NYSE:JNJ) last issued its quarterly earnings results on Wednesday, July 15th. The company reported $2.90 EPS for the quarter, topping analysts’ consensus estimates of $2.84 by $0.06. The company had revenue of $25.31 billion during the quarter, compared to analyst estimates of $25.06 billion. Johnson & Johnson had a return on equity of 32.42% and a net margin of 21.48%.The company’s quarterly revenue was up 6.6% compared to the same quarter last year. During the same period in the previous year, the company earned $2.77 earnings per share. Johnson & Johnson has set its FY 2026 guidance at 11.600-11.750 EPS. Research analysts predict that Johnson & Johnson will post 11.61 earnings per share for the current year.

Johnson & Johnson Dividend Announcement

The business also recently declared a quarterly dividend, which will be paid on Tuesday, September 8th. Shareholders of record on Tuesday, August 25th will be given a $1.34 dividend. This represents a $5.36 annualized dividend and a yield of 2.0%. The ex-dividend date is Tuesday, August 25th. Johnson & Johnson’s dividend payout ratio (DPR) is currently 62.11%.

Key Johnson & Johnson News

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

• Positive Sentiment: The FDA approved Imaavy as the first treatment specifically indicated for warm autoimmune hemolytic anemia (wAIHA). The approval expands J&J’s rare-disease portfolio and supports management’s longer-term goal of reaching approximately $5 billion in peak Imaavy sales, although the initial patient population is limited. J&J’s Imaavy Gets FDA Approval as the First Treatment for wAIHA
• Positive Sentiment: J&J also received European approval to expand the Tecvayli cancer-treatment combination, strengthening its oncology pipeline and adding to the company’s specialized-medicine growth strategy. Johnson & Johnson Stock: Surge as FDA Approval and European Cancer Treatment Expansion Drive Market Attention
• Positive Sentiment: Recent coverage remains favorable on J&J’s dividend and operating momentum. The company recently exceeded quarterly earnings and revenue expectations, raised its 2026 outlook, and analysts cited growth in medicines outside the STELARA franchise as evidence that the patent expiration risk may be manageable. I Think Johnson & Johnson Is the Best Dividend Stock to Buy Right Now
• Neutral Sentiment: At roughly $270 per share and near its 52-week high, J&J has already gained substantially over the past year. Some analysts see further upside from its growing Innovative Medicine portfolio, while others view the current valuation as limiting near-term gains. How Much Upside Is Left in JNJ Stock?
• Negative Sentiment: Investors remain concerned about the STELARA patent cliff and whether new products can fully offset declining sales. The recently approved Imaavy is strategically important but may not materially change J&J’s valuation immediately because wAIHA is a rare condition.
• Negative Sentiment: Ongoing talc litigation continues to weigh on sentiment. A Louisiana jury recently awarded $10 million in a mesothelioma case, with J&J assigned a portion of the liability, highlighting the possibility of additional legal costs despite proposed settlement efforts. Does Louisiana’s US$10 Million Talc Verdict Shift the Legal Risk Bull Case For Johnson & Johnson?

Insider Activity at Johnson & Johnson

In other news, EVP Elizabeth Forminard sold 15,918 shares of Johnson & Johnson stock in a transaction that occurred on Thursday, August 6th. The stock was sold at an average price of $257.00, for a total transaction of $4,090,926.00. Following the sale, the executive vice president owned 16,994 shares of the company’s stock, valued at approximately $4,367,458. This trade represents a 48.37% 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 Jennifer L. Taubert sold 15,000 shares of the company’s stock in a transaction on Monday, August 17th. The shares were sold at an average price of $263.36, for a total value of $3,950,400.00. Following the completion of the transaction, the executive vice president owned 194,451 shares of the company’s stock, valued at $51,210,615.36. The trade was a 7.16% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders sold a total of 63,972 shares of company stock worth $16,245,605 over the last ninety days. Corporate insiders own 0.16% of the company’s stock.

Wall Street Analysts Forecast Growth

Several research firms recently commented on JNJ. Raymond James Financial set a $280.00 price target on shares of Johnson & Johnson in a report on Monday, August 3rd. Morgan Stanley increased their target price on shares of Johnson & Johnson from $284.00 to $294.00 and gave the stock an “overweight” rating in a research report on Thursday, July 16th. Wells Fargo & Company boosted their price target on shares of Johnson & Johnson from $272.00 to $282.00 and gave the company an “overweight” rating in a report on Monday, August 3rd. Weiss Ratings raised Johnson & Johnson from a “buy (b-)” rating to a “buy (b)” rating in a research report on Friday, July 24th. Finally, HSBC set a $290.00 price target on Johnson & Johnson and gave the stock a “buy” rating in a research note on Monday, July 6th. One research analyst has rated the stock with a Strong Buy rating, eighteen have assigned a Buy rating and six have given a Hold rating to the company. According to MarketBeat.com, the company has an average rating of “Moderate Buy” and an average target price of $268.22.

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.