Boston Trust Walden Corp Has $147.51 Million Stock Holdings in Johnson & Johnson $JNJ

Key Points

• Boston Trust Walden trimmed its Johnson & Johnson stake by 2.2% in the second quarter, selling 13,228 shares and retaining 580,833 shares valued at approximately $147.5 million. Institutional investors collectively own 69.55% of J&J.
• Johnson & Johnson beat quarterly expectations, reporting $2.90 in EPS and $25.31 billion in revenue, up 6.6% year over year. The company maintained 2026 EPS guidance of $11.60–$11.75 and announced a quarterly dividend of $1.34 per share.
• Analyst sentiment remains favorable, but insider selling and valuation are potential concerns. The stock carries a “Moderate Buy” consensus rating with a $268.22 target, while executives sold 63,972 shares worth $16.25 million over the past 90 days and shares trade at roughly 31 times earnings.

Boston Trust Walden Corp trimmed its holdings in shares of Johnson & Johnson (NYSE:JNJ - Free Report) by 2.2% in the second quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund owned 580,833 shares of the company's stock after selling 13,228 shares during the period. Johnson & Johnson accounts for about 1.1% of Boston Trust Walden Corp's investment portfolio, making the stock its 12th biggest holding. Boston Trust Walden Corp's holdings in Johnson & Johnson were worth $147,514,000 at the end of the most recent quarter.

Several other hedge funds have also recently added to or reduced their stakes in the stock. Silver Coast Investments LLC raised its position in shares of Johnson & Johnson by 3.8% in the 2nd quarter. Silver Coast Investments LLC now owns 1,066 shares of the company's stock valued at $271,000 after acquiring an additional 39 shares during the period. Sierra Capital LLC boosted its stake in Johnson & Johnson by 0.5% in the 4th quarter. Sierra Capital LLC now owns 8,144 shares of the company's stock worth $1,685,000 after purchasing an additional 41 shares during the period. Beaird Harris Wealth Management LLC grew its holdings in shares of Johnson & Johnson by 1.8% during the fourth quarter. Beaird Harris Wealth Management LLC now owns 2,422 shares of the company's stock worth $501,000 after buying an additional 42 shares in the last quarter. Ballast Advisors LLC raised its holdings in shares of Johnson & Johnson by 1.2% in the first quarter. Ballast Advisors LLC now owns 3,598 shares of the company's stock valued at $879,000 after purchasing an additional 42 shares during the last quarter. Finally, Crown Wealth Group LLC increased its stake in Johnson & Johnson by 1.6% in the 2nd quarter. Crown Wealth Group LLC now owns 2,736 shares of the company's stock valued at $695,000 after buying an additional 42 shares during the last quarter. Institutional investors and hedge funds own 69.55% of the company's stock.

Insider Buying and Selling

In other Johnson & Johnson news, EVP Vanessa Broadhurst sold 23,054 shares of the company's stock in a transaction dated 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 in the company, valued at approximately $5,779,963.81. The trade was a 50.06% decrease in their position. The transaction was disclosed in a filing with the SEC, which is accessible through this link. Also, EVP Jennifer L. Taubert sold 15,000 shares of the firm's stock in a transaction dated Monday, August 17th. The stock was sold at an average price of $263.36, for a total value of $3,950,400.00. Following the transaction, the executive vice president owned 194,451 shares of the company's stock, valued at $51,210,615.36. This trade represents a 7.16% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders sold a total of 63,972 shares of company stock valued at $16,245,605 over the last 90 days. 0.16% of the stock is owned by corporate insiders.

Johnson & Johnson Stock Down 2.0%

Shares of NYSE:JNJ opened at $268.06 on Friday. The company has a debt-to-equity ratio of 0.44, a quick ratio of 0.81 and a current ratio of 1.09. The company has a market capitalization of $646.00 billion, a PE ratio of 31.06, a price-to-earnings-growth ratio of 2.61 and a beta of 0.24. Johnson & Johnson has a 52-week low of $173.33 and a 52-week high of $276.47. The company has a fifty day moving average of $254.48 and a 200-day moving average of $242.52.

Johnson & Johnson (NYSE:JNJ - Get Free Report) last released its quarterly earnings results 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 firm had revenue of $25.31 billion during the quarter, compared to the consensus estimate of $25.06 billion. Johnson & Johnson had a net margin of 21.48% and a return on equity of 32.42%. The company's revenue for the quarter was up 6.6% on a year-over-year basis. During the same quarter last year, the firm earned $2.77 earnings per share. Johnson & Johnson has set its FY 2026 guidance at 11.600-11.750 EPS. On average, equities analysts predict that Johnson & Johnson will post 11.61 EPS for the current fiscal year.

Johnson & Johnson Dividend Announcement

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

Johnson & Johnson News Summary

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

• Positive Sentiment: AI-powered bronchoscopy expansion supports MedTech growth. The FDA cleared J&J’s MONARCH QUEST 3 software, adding AI-assisted planning, 3D imaging and navigation capabilities to its robotic lung-diagnostics platform. The upgrade could improve procedure accuracy and help drive adoption of J&J’s surgical-robotics portfolio. Johnson & Johnson expands robotic bronchoscopy push
• Positive Sentiment: New medicines may offset patent-related pressure. Recent commentary points to J&J’s immunology and neuroscience launches as potential growth engines capable of cushioning declining sales as older products, including Stelara, face loss-of-exclusivity challenges. Johnson & Johnson future growth outlook
• Positive Sentiment: Analyst sentiment and fundamentals remain supportive. J&J recently exceeded quarterly EPS and revenue expectations, with revenue rising 6.6% year over year and 2026 EPS guidance set at $11.60–$11.75. Analysts cited in recent coverage continue to rate the stock favorably ahead of third-quarter earnings, while the company’s 64-year record of dividend increases remains attractive to income-focused investors. Analysts favor JNJ ahead of earnings
• Neutral Sentiment: Seaport Therapeutics is a potential strategic opportunity. J&J and other large pharmaceutical companies are reportedly watching Seaport’s newly public prodrug platform. Any future partnership or acquisition speculation is preliminary and has not yet created a measurable earnings impact. Why J&J is watching Seaport after its IPO
• Negative Sentiment: Profit-taking and elevated valuation may be weighing on sentiment. JNJ recently traded close to its 52-week high, and the retreat followed a strong run. With the stock valued at roughly 31 times earnings, investors may be demanding continued execution before pushing shares higher.
• Negative Sentiment: Insider selling adds a modest cautionary signal. Executive Vice President Jennifer Taubert sold 15,000 shares worth approximately $3.95 million, reducing her holdings by 7.16%. The transaction is not evidence of deteriorating fundamentals but could temper near-term sentiment. SEC insider transaction filing

Wall Street Analyst Weigh In

Several research analysts recently commented on the company. Raymond James Financial set a $280.00 price target on Johnson & Johnson in a research report on Monday, August 3rd. Stifel Nicolaus set a $260.00 target price on Johnson & Johnson in a report on Wednesday, July 15th. Weiss Ratings upgraded shares of Johnson & Johnson from a "buy (b-)" rating to a "buy (b)" rating in a research report on Friday, July 24th. The Goldman Sachs Group reissued a "buy" rating and issued a $282.00 target price on shares of Johnson & Johnson in a research report on Thursday, July 16th. Finally, Citigroup increased their price target on Johnson & Johnson from $285.00 to $298.00 and gave the stock a "buy" rating in a research report on Wednesday, July 8th. One investment analyst has rated the stock with a Strong Buy rating, eighteen have issued a Buy rating and six have assigned a Hold rating to the company. According to data from MarketBeat, the company has an average rating of "Moderate Buy" and a consensus price target of $268.22.

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.

This instant news alert was generated by narrative science technology and financial data from MarketBeat in order to provide readers with the fastest reporting and unbiased coverage. Please send any questions or comments about this story to contact@marketbeat.com.

Continue following MarketBeat

Add MarketBeat as your preferred source on Google to see our latest stories in your feed.

Add As Preferred Source