Hamlin Capital Management LLC Sells 4,916 Shares of Johnson & Johnson $JNJ

Hamlin Capital Management LLC trimmed its position in shares of Johnson & Johnson (NYSE:JNJ) by 0.7% in the third quarter, Holdings Channel.com reports. The firm owned 709,904 shares of the company’s stock after selling 4,916 shares during the period. Johnson & Johnson comprises approximately 4.6% of Hamlin Capital Management LLC’s investment portfolio, making the stock its 6th largest position. Hamlin Capital Management LLC’s holdings in Johnson & Johnson were worth $187,940,000 as of its most recent SEC filing.

A number of other institutional investors have also recently added to or reduced their stakes in JNJ. Silver Coast Investments LLC increased its position in shares of Johnson & Johnson by 3.8% in the second quarter. Silver Coast Investments LLC now owns 1,066 shares of the company’s stock worth $271,000 after acquiring an additional 39 shares in the last quarter. Townsend Asset Management Corp NC ADV lifted its position in shares of Johnson & Johnson by 0.6% in the 2nd quarter. Townsend Asset Management Corp NC ADV now owns 6,418 shares of the company’s stock valued at $1,630,000 after acquiring an additional 39 shares in the last quarter. Triumph Capital Management boosted its stake in Johnson & Johnson by 1.6% in the 2nd quarter. Triumph Capital Management now owns 2,531 shares of the company’s stock worth $643,000 after purchasing an additional 39 shares during the period. Kwmg LLC grew its position in Johnson & Johnson by 1.7% during the 3rd quarter. Kwmg LLC now owns 2,383 shares of the company’s stock worth $631,000 after purchasing an additional 39 shares in the last quarter. Finally, Denali Advisors LLC raised its stake in Johnson & Johnson by 1.2% during the 2nd quarter. Denali Advisors LLC now owns 3,305 shares of the company’s stock valued at $839,000 after purchasing an additional 40 shares during the period. Institutional investors and hedge funds own 69.55% of the company’s stock.

Wall Street Analysts Forecast Growth

JNJ has been the subject of several recent analyst reports. Royal Bank Of Canada raised their target price on Johnson & Johnson from $287.00 to $290.00 and gave the stock an “outperform” rating in a research report on Tuesday. Wells Fargo & Company increased their price objective on Johnson & Johnson from $272.00 to $282.00 and gave the stock an “overweight” rating in a research note on Monday, August 3rd. Raymond James Financial set a $280.00 target price on Johnson & Johnson in a research note on Monday, August 3rd. Bank of America reiterated a “neutral” rating and issued a $278.00 target price on shares of Johnson & Johnson in a report on Tuesday, September 29th. Finally, Argus set a $300.00 price target on shares of Johnson & Johnson in a report on Wednesday, July 29th. One research analyst has rated the stock with a Strong Buy rating, eighteen have issued a Buy rating and six have issued a Hold rating to the company. According to MarketBeat, Johnson & Johnson currently has a consensus rating of “Moderate Buy” and a consensus price target of $276.22.

Johnson & Johnson Stock Down 1.3%

Shares of JNJ traded down $3.30 during mid-day trading on Thursday, hitting $255.15. 2,654,376 shares of the company’s stock were exchanged, compared to its average volume of 7,953,149. The stock has a market cap of $614.88 billion, a price-to-earnings ratio of 29.61, a P/E/G ratio of 2.50 and a beta of 0.21. The firm has a fifty day moving average of $265.71 and a two-hundred day moving average of $248.78. 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 $184.66 and a twelve month high of $281.07.

Johnson & Johnson (NYSE:JNJ) last released its quarterly earnings data on Wednesday, July 15th. The company reported $2.90 earnings per share (EPS) for the quarter, beating the consensus estimate of $2.84 by $0.06. The business had revenue of $25.31 billion during the quarter, compared to analyst estimates of $25.06 billion. Johnson & Johnson had a net margin of 21.48% and a return on equity of 32.42%. Johnson & Johnson’s quarterly revenue was up 6.6% compared to the same quarter last year. During the same quarter in the previous year, the business earned $2.77 EPS. Johnson & Johnson has set its FY 2026 guidance at 11.600-11.750 EPS. On average, sell-side analysts forecast that Johnson & Johnson will post 11.54 earnings per share for the current year.

Johnson & Johnson Announces Dividend

The business also recently declared a quarterly dividend, which was paid on Tuesday, September 8th. Stockholders of record on Tuesday, August 25th were paid a dividend of $1.34 per share. This represents a $5.36 annualized dividend and a dividend yield of 2.1%. The ex-dividend date was Tuesday, August 25th. Johnson & Johnson’s dividend payout ratio is 62.11%.

Insider Buying and Selling

In related news, EVP Vanessa Broadhurst sold 23,054 shares of the firm’s 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 transaction, the executive vice president directly owned 23,003 shares of the company’s stock, valued at approximately $5,779,963.81. This trade represents a 50.06% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through this link. 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 completion of 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 ownership of the stock. The disclosure for this sale is available in the SEC filing. In the last quarter, insiders sold 87,569 shares of company stock worth $23,064,544. Insiders own 0.16% of the company’s stock.

Trending Headlines about Johnson & Johnson

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

• Positive Sentiment: Investor attention is focused on JNJ’s upcoming third-quarter report. Zacks says the company has a strong history of earnings surprises and currently shows conditions that could support another beat. Its previous quarter exceeded consensus on both earnings and revenue, while full-year 2026 guidance was raised. Zacks earnings surprise article
• Positive Sentiment: Analysts remain supportive: Guggenheim reaffirmed a Buy rating with a $287 price target, and RBC Capital Markets maintained its Buy view. RBC cited accelerating Innovative Medicine sales as helping offset weakness in MedTech. RBC Capital rating article
• Positive Sentiment: JNJ reported encouraging Phase 3 results for the Tecvayli-Talvey combination in relapsed or refractory multiple myeloma, including substantial reductions in the relative risks of disease progression and death. The data could support broader use of the company’s oncology portfolio. Cancer treatment advances article
• Positive Sentiment: Two-year psoriasis data for oral ICOTYDE showed sustained skin clearance and consistent safety, strengthening the case for the medicine as a potential growth driver in difficult-to-treat psoriasis.
• Neutral Sentiment: Articles continue to highlight JNJ’s 64-year dividend-growth record and premium valuation versus Pfizer, framing the company as a lower-yield but potentially more reliable income investment. Pfizer and Johnson & Johnson dividend comparison
• Negative Sentiment: Near-term pressure may reflect risks investors are weighing before earnings, including biosimilar competition, slower MedTech growth and ongoing talc litigation. These concerns could limit valuation expansion even if pharmaceutical sales remain strong. Johnson & Johnson dividend and risk analysis

Johnson & Johnson Profile

Johnson & Johnson (NYSE: JNJ) is a global healthcare company that develops, manufactures and markets products through two primary business segments: Innovative Medicine and MedTech. Its operations serve patients, healthcare professionals and consumers in markets around the world.

The Innovative Medicine segment focuses on prescription medicines in areas including immunology, oncology, neuroscience, cardiovascular and metabolic disease, infectious diseases, and pulmonary hypertension.