Crossmark Global Holdings Inc. Sells 5,525 Shares of Johnson & Johnson $JNJ

Key Points

• Crossmark Global Holdings cut its Johnson & Johnson stake by 13.2% in the fourth quarter, selling 5,525 shares and leaving it with 36,389 shares worth about $7.53 million.
• Johnson & Johnson beat earnings and revenue estimates in its latest quarterly report, posting EPS of $2.70 on revenue of $24.06 billion, while also guiding FY2026 EPS to $11.45-$11.65.
• The company raised its quarterly dividend to $1.34 per share from $1.30, and analysts remain broadly positive with a consensus rating of Moderate Buy and an average price target of $252.48.

Crossmark Global Holdings Inc. trimmed its holdings in Johnson & Johnson (NYSE:JNJ - Free Report) by 13.2% in the 4th quarter, according to its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 36,389 shares of the company's stock after selling 5,525 shares during the period. Crossmark Global Holdings Inc.'s holdings in Johnson & Johnson were worth $7,531,000 as of its most recent SEC filing.

Several other large investors also recently added to or reduced their stakes in the business. Cresta Advisors Ltd. bought a new stake in shares of Johnson & Johnson during the 4th quarter worth $26,000. Abich Financial Wealth Management LLC bought a new stake in shares of Johnson & Johnson during the 3rd quarter worth $26,000. DecisionPoint Financial LLC boosted its holdings in shares of Johnson & Johnson by 104.2% during the 4th quarter. DecisionPoint Financial LLC now owns 147 shares of the company's stock worth $30,000 after buying an additional 75 shares during the period. Bay Harbor Wealth Management LLC boosted its holdings in shares of Johnson & Johnson by 49.0% during the 4th quarter. Bay Harbor Wealth Management LLC now owns 149 shares of the company's stock worth $31,000 after buying an additional 49 shares during the period. Finally, Family CFO Inc bought a new stake in shares of Johnson & Johnson during the 4th quarter worth $31,000. 69.55% of the stock is owned by institutional investors.

Analyst Upgrades and Downgrades

JNJ has been the subject of several recent analyst reports. Wall Street Zen downgraded shares of Johnson & Johnson from a "buy" rating to a "hold" rating in a report on Saturday, February 14th. Scotiabank reaffirmed an "outperform" rating on shares of Johnson & Johnson in a report on Thursday, January 22nd. Barclays upped their price objective on shares of Johnson & Johnson from $234.00 to $255.00 and gave the stock an "equal weight" rating in a report on Wednesday, April 15th. TD Cowen began coverage on shares of Johnson & Johnson in a research note on Wednesday, April 8th. They set a "buy" rating and a $250.00 target price for the company. Finally, The Goldman Sachs Group upped their target price on shares of Johnson & Johnson from $265.00 to $275.00 and gave the company a "buy" rating in a research note on Wednesday, April 15th. Eighteen investment analysts have rated the stock with a Buy rating and nine have assigned a Hold rating to the company. Based on data from MarketBeat, the stock presently has a consensus rating of "Moderate Buy" and an average target price of $252.48.

Key Johnson & Johnson News

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

• Positive Sentiment: Erste Group Bank raised its FY2027 earnings estimate for Johnson & Johnson to $12.66 per share from $12.63, reinforcing the view that earnings power remains solid and slightly better than expected. Johnson & Johnson analyst estimate update
• Positive Sentiment: J&J’s cancer business continues to be a growth driver, with reports highlighting Darzalex, Erleada, and newer launches helping oncology sales grow strongly in the latest quarter and supporting the company’s long-term target of $50 billion in cancer sales by 2030. Darzalex, Erleada & New Drugs Keep J&J's Oncology Engine Charged in Q1
• Positive Sentiment: Several articles also pointed to Johnson & Johnson as a favored dividend compounder, which can appeal to income investors looking for stability and long-term payouts. This Dividend Pro Likes Banks, Semi-Equipment Stocks, Altria, and J&J
• Neutral Sentiment: J&J also launched its “Generation Fine” mental health campaign, which is more of a brand and awareness initiative than a direct earnings catalyst, though it underscores continued investment in neuropsychiatry. Johnson & Johnson launches Generation Fine
• Neutral Sentiment: At the same time, recent pipeline commentary was mixed: J&J reported positive progress in some programs, but one mid-stage inflammatory bowel disease candidate did not meet its main endpoint, creating some offsetting uncertainty. Johnson And Johnson Balances Mental Health Push With Mixed Pipeline Outlook

Johnson & Johnson Trading Down 0.6%

Shares of JNJ stock opened at $221.17 on Friday. Johnson & Johnson has a 52-week low of $146.12 and a 52-week high of $251.71. The stock has a market cap of $532.41 billion, a price-to-earnings ratio of 25.57, a P/E/G ratio of 2.17 and a beta of 0.27. The company has a debt-to-equity ratio of 0.46, a quick ratio of 0.77 and a current ratio of 1.03. The firm has a fifty day moving average of $237.59 and a 200-day moving average of $220.58.

Johnson & Johnson (NYSE:JNJ - Get Free Report) last posted its earnings results 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 business had revenue of $24.06 billion for the quarter, compared to analyst estimates of $23.60 billion. During the same quarter in the prior year, the firm earned $2.77 EPS. The firm's quarterly revenue was up 9.9% compared to the same quarter last year. Johnson & Johnson has set its FY 2026 guidance at 11.450-11.650 EPS. On average, equities research analysts forecast that Johnson & Johnson will post 11.57 earnings per share 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. Shareholders of record on Tuesday, May 26th will be issued a dividend of $1.34 per share. The ex-dividend date of this dividend is Tuesday, May 26th. This represents a $5.36 dividend on an annualized basis and a yield of 2.4%. This is an increase from Johnson & Johnson's previous quarterly dividend of $1.30. Johnson & Johnson's payout ratio is currently 60.12%.

Insider Transactions at Johnson & Johnson

In other news, EVP Vanessa Broadhurst sold 6,197 shares of the firm's stock in a transaction dated 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 transaction, the executive vice president owned 23,003 shares of the company's stock, valued at approximately $5,598,700.17. This trade represents a 21.22% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available through this hyperlink. Also, EVP Timothy Schmid sold 1,322 shares of the firm's 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 transaction, the executive vice president directly owned 25,447 shares in the company, valued at $6,251,310.02. This trade represents a 4.94% decrease in their position. The disclosure for this sale is available in the SEC filing. In the last three months, insiders have sold 30,142 shares of company stock worth $7,360,528. Insiders own 0.16% of the company's stock.

Johnson & Johnson 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.

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