Flossbach Von Storch SE Sells 1,589,548 Shares of Johnson & Johnson $JNJ

Key Points

• Flossbach Von Storch SE sold 1,589,548 shares of Johnson & Johnson in Q4, trimming its stake by 53.1% to 1,405,626 shares worth about $290.9 million, representing roughly 0.06% of JNJ and 1.2% of Flossbach’s holdings.
• Johnson & Johnson beat Q1 estimates with $2.70 EPS (vs. $2.68 est.) and $24.06B revenue (+9.9% y/y), set FY‑2026 guidance of $11.45–$11.65 EPS, and raised its quarterly dividend to $1.34 ($5.36 annual; 2.4% yield).
• Insiders sold a total of 30,142 shares worth $7.36 million in the last quarter; institutional ownership is about 69.6% while insiders own 0.16% of the stock.

Flossbach Von Storch SE trimmed its position in Johnson & Johnson (NYSE:JNJ - Free Report) by 53.1% during the fourth quarter, according to the company in its most recent 13F filing with the SEC. The firm owned 1,405,626 shares of the company's stock after selling 1,589,548 shares during the quarter. Johnson & Johnson makes up 1.2% of Flossbach Von Storch SE's holdings, making the stock its 27th largest position. Flossbach Von Storch SE owned about 0.06% of Johnson & Johnson worth $290,894,000 at the end of the most recent reporting period.

A number of other institutional investors and hedge funds also recently modified their holdings of the company. Abich Financial Wealth Management LLC bought a new position in Johnson & Johnson in the 3rd quarter valued at about $26,000. DecisionPoint Financial LLC raised its holdings in Johnson & Johnson by 104.2% in the 4th quarter. DecisionPoint Financial LLC now owns 147 shares of the company's stock valued at $30,000 after acquiring an additional 75 shares during the period. Semmax Financial Advisors Inc. raised its holdings in Johnson & Johnson by 55.0% in 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. Family CFO Inc bought a new position in Johnson & Johnson in the 4th quarter valued at about $31,000. Finally, Turning Point Benefit Group Inc. bought a new position in Johnson & Johnson in the 3rd quarter valued at about $41,000. 69.55% of the stock is owned by institutional investors.

Johnson & Johnson Stock Performance

Shares of NYSE:JNJ opened at $227.51 on Friday. The company's 50 day moving average price is $238.83 and its two-hundred day moving average price is $219.50. Johnson & Johnson has a 12-month low of $146.12 and a 12-month high of $251.71. The firm has a market cap of $547.66 billion, a PE ratio of 26.30, a PEG ratio of 2.25 and a beta of 0.27. The company has a quick ratio of 0.77, a current ratio of 1.03 and a debt-to-equity ratio of 0.46.

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, topping analysts' consensus estimates 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 analyst estimates of $23.60 billion. During the same quarter in the prior year, the business posted $2.77 EPS. The business's 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. Equities research analysts predict that Johnson & Johnson will post 11.57 earnings per share for the current year.

Johnson & Johnson Increases Dividend

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

Analyst Ratings Changes

Several research analysts have weighed in on the stock. Rothschild & Co Redburn increased their price target on shares of Johnson & Johnson from $180.00 to $210.00 and gave the company a "neutral" rating in a report on Thursday, February 19th. Freedom Capital cut shares of Johnson & Johnson from a "strong-buy" rating to a "hold" rating in a report on Friday, January 16th. Weiss Ratings cut shares of Johnson & Johnson from a "buy (b+)" rating to a "buy (b)" rating in a report on Friday, April 24th. Morgan Stanley set a $283.00 price target on shares of Johnson & Johnson in a report on Wednesday, April 15th. Finally, HSBC increased their price target on shares of Johnson & Johnson from $265.00 to $280.00 and gave the company a "buy" rating in a report on Tuesday, March 17th. Eighteen equities research analysts have rated the stock with a Buy rating and nine have given a Hold rating to the stock. According to data from MarketBeat, the stock currently has a consensus rating of "Moderate Buy" and a consensus target price of $252.48.

Key Johnson & Johnson News

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

Insider Activity at Johnson & Johnson

In related news, EVP Timothy Schmid sold 1,322 shares of the stock in a transaction that occurred on Friday, February 20th. The shares were 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 in the company, valued at approximately $6,251,310.02. This trade represents a 4.94% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which is accessible through this link. Also, 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 transaction of $1,508,287.83. Following the sale, the executive vice president owned 23,003 shares in the company, valued at $5,598,700.17. This represents a 21.22% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders have sold a total of 30,142 shares of company stock worth $7,360,528 in the last quarter. 0.16% of the stock is currently owned by company insiders.

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.

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.