Comerica Bank Lowers Holdings in Johnson & Johnson $JNJ

Key Points

• Comerica Bank trimmed its stake in Johnson & Johnson by 2.7% in Q4, selling 23,029 shares and now holding 828,197 shares valued at about $171,395,000 (0.7% of Comerica's portfolio, its 22nd-largest position).
• Q1 results beat: J&J reported $2.70 EPS (vs. $2.68 est.) and $24.06B revenue (vs. $23.60B est.), and set FY2026 guidance of $11.45–$11.65 EPS (analysts expect ~11.57).
• Dividend uptick and insider selling: J&J raised its quarterly dividend to $1.34 ($5.36 annual, ~2.4% yield; ex-dividend May 26), while insiders have sold about 30,142 shares (~$7.36M) in the past 90 days.

Comerica Bank decreased its position in Johnson & Johnson (NYSE:JNJ - Free Report) by 2.7% during the fourth quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 828,197 shares of the company's stock after selling 23,029 shares during the quarter. Johnson & Johnson accounts for 0.7% of Comerica Bank's portfolio, making the stock its 22nd biggest holding. Comerica Bank's holdings in Johnson & Johnson were worth $171,395,000 at the end of the most recent quarter.

Other institutional investors and hedge funds have also recently modified their holdings of the company. Abich Financial Wealth Management LLC purchased a new stake in shares of Johnson & Johnson during the 3rd quarter valued at about $26,000. DecisionPoint Financial LLC raised its position in Johnson & Johnson by 104.2% during the fourth quarter. DecisionPoint Financial LLC now owns 147 shares of the company's stock valued at $30,000 after purchasing an additional 75 shares during the period. Family CFO Inc purchased a new position in shares of Johnson & Johnson in the 4th quarter worth approximately $31,000. Stone House Investment Management LLC boosted its holdings in shares of Johnson & Johnson by 58.9% in the 4th quarter. Stone House Investment Management LLC now owns 197 shares of the company's stock worth $41,000 after purchasing an additional 73 shares during the period. Finally, Semmax Financial Advisors Inc. increased 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 purchasing an additional 72 shares during the last quarter. 69.55% of the stock is owned by hedge funds and other institutional investors.

Johnson & Johnson Stock Down 1.0%

Shares of NYSE JNJ opened at $227.51 on Friday. 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 stock has a market capitalization of $547.66 billion, a PE ratio of 26.30, a price-to-earnings-growth ratio of 2.25 and a beta of 0.27. The stock's fifty day simple moving average is $238.83 and its two-hundred day simple moving average is $219.50. Johnson & Johnson has a 12-month low of $146.12 and a 12-month high of $251.71.

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

Johnson & Johnson Increases Dividend

The business also recently announced a quarterly dividend, which will be paid on Tuesday, June 9th. Shareholders of record on Tuesday, May 26th will be given a dividend of $1.34 per share. 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. This represents a $5.36 annualized dividend and a yield of 2.4%. Johnson & Johnson's payout ratio is 60.12%.

Analyst Upgrades and Downgrades

Several research analysts have commented on JNJ shares. Wall Street Zen lowered shares of Johnson & Johnson from a "buy" rating to a "hold" rating in a research note on Saturday, February 14th. Guggenheim upped their price target on shares of Johnson & Johnson from $244.00 to $266.00 and gave the company a "buy" rating in a report on Monday, April 20th. JPMorgan Chase & Co. boosted their target price on Johnson & Johnson from $250.00 to $260.00 and gave the company a "neutral" rating in a research report on Wednesday, April 15th. Citigroup increased their price target on Johnson & Johnson from $274.00 to $285.00 and gave the stock a "buy" rating in a report on Tuesday, April 7th. Finally, UBS Group reiterated a "buy" rating on shares of Johnson & Johnson in a report on Monday, January 5th. Eighteen equities research analysts have rated the stock with a Buy rating and nine have issued a Hold rating to the company. According to data from MarketBeat, the company presently has a consensus rating of "Moderate Buy" and an average target price of $252.48.

Insider Buying and Selling at Johnson & Johnson

In other Johnson & Johnson news, EVP Timothy Schmid sold 1,322 shares of the stock in a transaction on Friday, February 20th. The stock was sold at an average price of $245.66, for a total transaction of $324,762.52. Following the sale, the executive vice president owned 25,447 shares of the company's stock, valued at approximately $6,251,310.02. This trade represents a 4.94% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through this hyperlink. Also, EVP Vanessa Broadhurst sold 6,197 shares of the stock in a transaction on Tuesday, February 17th. The shares were sold at an average price of $243.39, for a total value of $1,508,287.83. Following the sale, the executive vice president directly owned 23,003 shares in the company, valued at $5,598,700.17. This trade represents a 21.22% decrease in their position. The SEC filing for this sale provides additional information. Insiders have sold a total of 30,142 shares of company stock worth $7,360,528 in the last ninety days. 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: Analysts and retail-finance outlets renewed focus on JNJ’s dividend durability and income appeal, reinforcing the stock’s attraction for income investors; that supports long-term demand. Why Johnson & Johnson (JNJ) is a Top Dividend Stock for Your Portfolio Zacks: Why JNJ is a Top Dividend Stock
• Positive Sentiment: Clinical pipeline update: J&J highlighted sustained efficacy in its Vivacity‑MG3 trial (IMAAVY/nipocalimab) — positive for long‑term growth potential in neuromuscular therapeutics if regulatory progress continues. JNJ Highlights Sustained Efficacy in Vivacity-MG3 Trial
• Positive Sentiment: Corporate governance/IR: J&J named Ryan Koors VP of Investor Relations — a stabilizing move ahead of upcoming investor outreach that can help messaging around guidance and capital allocation. Johnson & Johnson Appoints Ryan Koors as Vice President, Investor Relations
• Neutral Sentiment: Peer/sector news: AbbVie is being highlighted for durable growth into the mid‑2030s — reflects positive sentiment toward large pharma but also underscores competition for investor capital within healthcare. AbbVie Expected to Post Durable Growth
• Neutral Sentiment: Related personnel moves: Halozyme’s executive hiring notes include ex‑J&J connections — a reminder of talent flows inside the sector but with limited direct impact on JNJ’s fundamentals. Halozyme Appoints New Chief Financial Officer
• Negative Sentiment: Market rotation toward AI/growth and strong tech engagement (e.g., Microsoft Copilot adoption) can pull capital away from defensive/dividend names like JNJ, contributing to near‑term selling pressure. Microsoft says it has over 20M paid Copilot users

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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