Fifth Third Bancorp Acquires 28,353 Shares of Johnson & Johnson $JNJ

Key Points

• Fifth Third Bancorp increased its Q4 holding in Johnson & Johnson by 2.5%, buying 28,353 shares to own 1,165,469 shares valued at about $241.19 million.
• Insider selling has been notable: insiders sold 30,142 JNJ shares (~$7.36M) in the past three months, including EVP Timothy Schmid (22,623 shares at $244.33) and EVP Vanessa Broadhurst (6,197 shares at $243.39).
• Dividend raised: J&J announced a quarterly dividend of $1.34 (annualized $5.36), a ~2.4% yield, with record/ex-dividend date on May 26 and payment on June 9.

Fifth Third Bancorp increased its holdings in Johnson & Johnson (NYSE:JNJ - Free Report) by 2.5% in the fourth quarter, according to its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 1,165,469 shares of the company's stock after buying an additional 28,353 shares during the period. Fifth Third Bancorp's holdings in Johnson & Johnson were worth $241,194,000 as of its most recent filing with the Securities & Exchange Commission.

Other large investors also recently bought and sold shares of the company. Abich Financial Wealth Management LLC bought a new position in Johnson & Johnson in the third quarter worth approximately $26,000. DecisionPoint Financial LLC raised its stake in Johnson & Johnson by 104.2% in the fourth quarter. DecisionPoint Financial LLC now owns 147 shares of the company's stock worth $30,000 after buying an additional 75 shares in the last quarter. Family CFO Inc bought a new position in Johnson & Johnson in the fourth quarter worth approximately $31,000. Stone House Investment Management LLC raised its stake in Johnson & Johnson by 58.9% in the fourth quarter. Stone House Investment Management LLC now owns 197 shares of the company's stock worth $41,000 after buying an additional 73 shares in the last quarter. Finally, Semmax Financial Advisors Inc. raised its stake in Johnson & Johnson by 55.0% in the second quarter. Semmax Financial Advisors Inc. now owns 203 shares of the company's stock worth $31,000 after buying an additional 72 shares in the last quarter. Institutional investors own 69.55% of the company's stock.

Insider Buying and Selling at Johnson & Johnson

In related news, EVP Timothy Schmid sold 22,623 shares of the company's stock in a transaction on Wednesday, February 18th. The stock was sold at an average price of $244.33, for a total value of $5,527,477.59. Following the transaction, the executive vice president directly owned 26,769 shares of the company's stock, valued at $6,540,469.77. This represents a 45.80% decrease in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available at this hyperlink. Also, EVP Vanessa Broadhurst sold 6,197 shares of the company's 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 completion of the transaction, the executive vice president directly owned 23,003 shares in the company, valued at approximately $5,598,700.17. The trade was a 21.22% decrease in their ownership of the stock. 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 worth $7,360,528. 0.16% of the stock is owned by insiders.

Johnson & Johnson Price Performance

NYSE JNJ opened at $227.51 on Monday. The company has a debt-to-equity ratio of 0.46, a current ratio of 1.03 and a quick ratio of 0.77. The stock's fifty day moving average price is $238.83 and its 200 day moving average price is $219.90. 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 $547.66 billion, a price-to-earnings ratio of 26.30, a PEG ratio of 2.23 and a beta of 0.27.

Johnson & Johnson (NYSE:JNJ - Get Free Report) last released 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. Johnson & Johnson had a return on equity of 32.60% and a net margin of 21.83%.The firm had revenue of $24.06 billion for the quarter, compared to the consensus estimate of $23.60 billion. During the same period in the prior year, the firm earned $2.77 EPS. The firm'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. As a group, equities research analysts forecast that Johnson & Johnson will post 11.57 earnings per share for the current year.

Johnson & Johnson Increases Dividend

The company also recently announced a quarterly dividend, which will be paid on Tuesday, June 9th. Investors of record on Tuesday, May 26th will be given a $1.34 dividend. This represents a $5.36 annualized dividend and a dividend yield of 2.4%. The ex-dividend date of this dividend is Tuesday, May 26th. This is a positive change from Johnson & Johnson's previous quarterly dividend of $1.30. Johnson & Johnson's payout ratio is currently 60.12%.

Analyst Upgrades and Downgrades

A number of equities analysts recently commented on JNJ shares. Sanford C. Bernstein boosted their price objective on shares of Johnson & Johnson from $225.00 to $251.00 and gave the stock a "market perform" rating in a research note on Wednesday, April 15th. UBS Group reissued a "buy" rating on shares of Johnson & Johnson in a research note on Monday, January 5th. Stifel Nicolaus boosted their price objective on shares of Johnson & Johnson from $220.00 to $250.00 and gave the stock a "hold" rating in a research note on Wednesday, April 15th. Citigroup upped their price target on Johnson & Johnson from $274.00 to $285.00 and gave the stock a "buy" rating in a research report on Tuesday, April 7th. Finally, 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 report on Wednesday, April 15th. Eighteen equities research analysts have rated the stock with a Buy rating and nine have given a Hold rating to the company. According to MarketBeat, Johnson & Johnson has an average rating of "Moderate Buy" and a consensus price target of $252.48.

Johnson & Johnson News Summary

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

Johnson & Johnson Company 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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