Johnson & Johnson $JNJ Position Trimmed by United Community Bank

Key Points

• United Community Bank trimmed its Johnson & Johnson stake by 35.3% in Q4, selling 4,594 shares and leaving 8,415 shares valued at about $1.74 million.
• Wall Street sentiment is positive: analysts have raised price targets (average target $252.48) and MarketBeat shows a consensus of 18 Buys and 9 Holds, yielding a "Moderate Buy" rating.
• Company fundamentals: J&J beat Q1 EPS estimates ($2.70 vs. $2.68), set FY2026 guidance of 11.45–11.65 EPS, and raised its quarterly dividend to $1.34 ($5.36 annual, ~2.4% yield).

United Community Bank trimmed its holdings in shares of Johnson & Johnson (NYSE:JNJ - Free Report) by 35.3% in the fourth quarter, according to its most recent Form 13F filing with the SEC. The institutional investor owned 8,415 shares of the company's stock after selling 4,594 shares during the period. United Community Bank's holdings in Johnson & Johnson were worth $1,741,000 as of its most recent SEC filing.

Other large investors have also recently added to or reduced their stakes in the company. Abich Financial Wealth Management LLC bought a new stake in Johnson & Johnson during the third quarter worth approximately $26,000. DecisionPoint Financial LLC boosted its holdings in Johnson & Johnson by 104.2% during 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 stake in Johnson & Johnson during the fourth quarter worth approximately $31,000. Semmax Financial Advisors Inc. boosted its holdings in Johnson & Johnson by 55.0% during 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. Finally, Stone House Investment Management LLC boosted its holdings in Johnson & Johnson by 58.9% during 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. 69.55% of the stock is currently owned by institutional investors.

Wall Street Analysts Forecast Growth

JNJ has been the subject of several research analyst reports. The Goldman Sachs Group upped their price target on shares of Johnson & Johnson from $265.00 to $275.00 and gave the company a "buy" rating in a research report on Wednesday, April 15th. JPMorgan Chase & Co. upped their price target on shares of Johnson & Johnson from $250.00 to $260.00 and gave the company a "neutral" rating in a research report on Wednesday, April 15th. Wolfe Research upped their price target on shares of Johnson & Johnson from $225.00 to $240.00 and gave the company an "outperform" rating in a research report on Monday, January 5th. Bank of America upped their price target on shares of Johnson & Johnson from $253.00 to $254.00 and gave the company a "neutral" rating in a research report on Wednesday, April 15th. Finally, Scotiabank restated an "outperform" rating on shares of Johnson & Johnson in a research report on Thursday, January 22nd. Eighteen analysts have rated the stock with a Buy rating and nine have issued a Hold rating to the company. Based on data from MarketBeat.com, Johnson & Johnson presently has an average rating of "Moderate Buy" and an average target price of $252.48.

Key Headlines Impacting 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

Johnson & Johnson Stock Down 1.0%

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

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, 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 company had revenue of $24.06 billion during the quarter, compared to the consensus estimate of $23.60 billion. During the same quarter in the prior year, the firm earned $2.77 EPS. The company'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. On average, equities analysts anticipate that Johnson & Johnson will post 11.57 earnings per share 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 $1.34 dividend. This represents a $5.36 dividend on an annualized basis and a yield of 2.4%. The ex-dividend date 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%.

Insider Buying and Selling

In related news, EVP Vanessa Broadhurst sold 6,197 shares of the business's stock in a transaction that occurred on Tuesday, February 17th. The stock was sold at an average price of $243.39, for a total value of $1,508,287.83. Following the completion of the sale, the executive vice president owned 23,003 shares of the company's stock, valued at approximately $5,598,700.17. The trade was a 21.22% decrease in their position. The sale was disclosed in a filing with the SEC, which can be accessed through this link. Also, EVP Timothy Schmid sold 1,322 shares of the firm's 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 transaction, the executive vice president directly owned 25,447 shares in the company, valued at approximately $6,251,310.02. The trade was a 4.94% decrease in their position. The disclosure for this sale is available in the SEC filing. In the last quarter, insiders sold 30,142 shares of company stock valued at $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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