Boston Trust Walden Corp Has $138.37 Million Stake in Johnson & Johnson $JNJ

Key Points

• Boston Trust Walden Corp trimmed its stake in Johnson & Johnson by 6.4%, selling 45,968 shares and now owns 668,626 shares worth about $138.37 million, representing ~1.0% of its portfolio and JNJ's 12th largest holding.
• Johnson & Johnson beat Q1 revenue and EPS (revenue $24.06B, EPS $2.70), raised FY‑2026 EPS guidance to $11.45–$11.65, and reported revenue growth of 9.9% YoY.
• JNJ boosted its quarterly dividend to $1.34 (annualized $5.36, yield ~2.4%) and is pursuing growth via the acquisition of Atraverse Medical and positive pipeline progress (e.g., IMAAVY), supporting longer‑term device and autoimmune franchise upside.

Boston Trust Walden Corp trimmed its holdings in Johnson & Johnson (NYSE:JNJ - Free Report) by 6.4% during the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 668,626 shares of the company's stock after selling 45,968 shares during the quarter. Johnson & Johnson comprises about 1.0% of Boston Trust Walden Corp's portfolio, making the stock its 12th biggest position. Boston Trust Walden Corp's holdings in Johnson & Johnson were worth $138,372,000 at the end of the most recent quarter.

A number of other hedge funds and other institutional investors also recently made changes to their positions in JNJ. Abich Financial Wealth Management LLC acquired a new position in shares of Johnson & Johnson in the 3rd quarter valued at about $26,000. Clayton Financial Group LLC acquired a new position in shares of Johnson & Johnson in the 3rd quarter valued at about $28,000. Family CFO Inc acquired a new position in shares of Johnson & Johnson during the 4th quarter valued at $31,000. Semmax Financial Advisors Inc. lifted its position in shares of Johnson & Johnson by 55.0% during the 2nd quarter. Semmax Financial Advisors Inc. now owns 203 shares of the company's stock valued at $31,000 after acquiring an additional 72 shares during the period. Finally, Stone House Investment Management LLC lifted its position in shares of Johnson & Johnson by 58.9% during the 4th quarter. Stone House Investment Management LLC now owns 197 shares of the company's stock valued at $41,000 after acquiring an additional 73 shares during the period. 69.55% of the stock is owned by institutional investors and hedge funds.

Johnson & Johnson News Summary

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

• Positive Sentiment: Q1 beat and raised guidance — JNJ reported a quarterly revenue and EPS beat and set full‑year 2026 guidance of $11.45–$11.65, reinforcing its earnings trajectory and reducing near‑term execution risk. This is the primary fundamental bullish driver. Johnson & Johnson (JNJ) Exceeds First-quarter Earnings Projections
• Positive Sentiment: Acquisition expands device footprint — JNJ agreed to buy Atraverse Medical to bolster left‑heart access and radiofrequency capabilities in its cardiac device lineup, supporting growth in electrophysiology and procedural devices. Expect modest near‑term cost/integration considerations but potential long‑term revenue upside. Johnson & Johnson to Acquire Atraverse Medical in Cardiac Device Expansion
• Positive Sentiment: Pipeline progress — positive Phase 3/long‑term data for IMAAVY (nipocalimab) in generalized myasthenia gravis and initiation of a head‑to‑head study strengthen JNJ’s autoimmune franchise and de‑risk future revenue potential from this asset. Johnson And Johnson Autoimmune Pipeline Gains With IMAAVY Trial Results
• Positive Sentiment: Strategic partnerships — a commercialization collaboration with Viz.ai to integrate AI subdural hemorrhage detection into JNJ’s neurovascular offerings could accelerate adoption and add software/recurring revenue to device sales. Viz.ai Announces Strategic Collaboration to Expand Access to AI-Powered Subdural Hemorrhage Care
• Neutral Sentiment: TrumpRx listing — JNJ plans to list four prescription drugs on the TrumpRx site. That could increase patient access or volumes but carries political/PR risk and uncertain commercial impact. Johnson & Johnson to launch on TrumpRx with four of its prescription drugs, CBS News reports
• Neutral Sentiment: Positive analyst/commentary pieces — multiple articles frame JNJ as a “value” growth play and a defensive dividend name; helpful for sentiment but not an immediate catalyst. Johnson & Johnson (JNJ): Growth Engine at a Value Price
• Negative Sentiment: Short‑term technical/volume pressure — trading volume is below average, the stock is under its 50‑day moving average, and recent profit‑taking after a strong run may be driving today’s downward move despite the fundamentally positive headlines. (See recent session notes.) JNJ snaps six straight sessions of losses

Wall Street Analyst Weigh In

A number of research analysts recently issued reports on JNJ shares. Wall Street Zen downgraded shares of Johnson & Johnson from a "buy" rating to a "hold" rating in a research report on Saturday, February 14th. Freedom Capital downgraded shares of Johnson & Johnson from a "strong-buy" rating to a "hold" rating in a research report on Friday, January 16th. Stifel Nicolaus upped their price target on Johnson & Johnson from $220.00 to $250.00 and gave the stock a "hold" rating in a research note on Wednesday, April 15th. Leerink Partners upped their price target on Johnson & Johnson from $232.00 to $252.00 and gave the stock a "market perform" rating in a research note on Wednesday, April 15th. Finally, Argus upped their price target on Johnson & Johnson from $240.00 to $275.00 and gave the stock a "buy" rating in a research note on Thursday, April 16th. Eighteen research analysts have rated the stock with a Buy rating and nine have assigned a Hold rating to the company. According to data from MarketBeat.com, the company has an average rating of "Moderate Buy" and an average price target of $252.48.

Johnson & Johnson Stock Performance

JNJ opened at $227.45 on Monday. The company has a current ratio of 1.03, a quick ratio of 0.77 and a debt-to-equity ratio of 0.46. The company's fifty day moving average price is $240.18 and its two-hundred day moving average price is $218.87. Johnson & Johnson has a 1-year low of $146.12 and a 1-year high of $251.71. The company has a market cap of $547.53 billion, a price-to-earnings ratio of 26.30, a PEG ratio of 2.23 and a beta of 0.34.

Johnson & Johnson (NYSE:JNJ - Get Free Report) last released its quarterly earnings data on Tuesday, April 14th. The company reported $2.70 earnings per share for the quarter, topping the consensus estimate of $2.68 by $0.02. Johnson & Johnson had a net margin of 21.83% and a return on equity of 32.60%. The firm had revenue of $24.06 billion for the quarter, compared to the consensus estimate of $23.60 billion. During the same quarter in the prior year, the company posted $2.77 earnings per share. The business's revenue was up 9.9% on a year-over-year basis. Johnson & Johnson has set its FY 2026 guidance at 11.450-11.650 EPS. On average, analysts expect that Johnson & Johnson will post 11.57 EPS for the current fiscal year.

Johnson & Johnson Increases Dividend

The business also recently disclosed a quarterly dividend, which will be paid on Tuesday, June 9th. Stockholders of record on Tuesday, May 26th will be paid a $1.34 dividend. This represents a $5.36 annualized dividend and a dividend yield of 2.4%. This is a boost from Johnson & Johnson's previous quarterly dividend of $1.30. The ex-dividend date of this dividend is Tuesday, May 26th. Johnson & Johnson's dividend payout ratio (DPR) is currently 60.12%.

Insider Activity at Johnson & Johnson

In other news, EVP Vanessa Broadhurst sold 6,197 shares of the stock in a transaction that occurred on Tuesday, February 17th. The stock was sold at an average price of $243.39, for a total value of $1,508,287.83. Following the completion of the sale, the executive vice president directly owned 23,003 shares of the company's stock, valued at $5,598,700.17. This represents a 21.22% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which is available through this hyperlink. Also, EVP Timothy Schmid sold 1,322 shares of the stock in a transaction dated Friday, February 20th. The shares were sold at an average price of $245.66, for a total transaction of $324,762.52. Following the completion of the sale, the executive vice president owned 25,447 shares of the company's stock, valued at approximately $6,251,310.02. This represents a 4.94% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Over the last three months, insiders sold 30,142 shares of company stock valued at $7,360,528. 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.

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