Johnson & Johnson $JNJ Shares Sold by B. Metzler seel. Sohn & Co. AG

Key Points

• B. Metzler seel. Sohn & Co. AG cut its Johnson & Johnson stake by 32.5% in the second quarter, selling 149,798 shares and retaining 310,590 shares worth approximately $78.9 million. Institutional investors collectively own 69.55% of JNJ.
• JNJ recently exceeded quarterly earnings and revenue expectations, reporting $2.90 in adjusted EPS and $25.31 billion in revenue. The company also declared a quarterly dividend of $1.34, equivalent to a 2.0% annual yield.
• Analysts remain broadly positive, with an overall “Moderate Buy” rating and an average price target of $274.13, although the stock trades near its 12-month high at a valuation of about 31 times earnings. New product approvals in contact lenses and psoriasis treatment offer potential growth, while recent insider selling and valuation concerns could limit upside.

B. Metzler seel. Sohn & Co. AG reduced its stake in shares of Johnson & Johnson (NYSE:JNJ - Free Report) by 32.5% in the 2nd quarter, according to its most recent disclosure with the Securities and Exchange Commission. The firm owned 310,590 shares of the company's stock after selling 149,798 shares during the period. B. Metzler seel. Sohn & Co. AG's holdings in Johnson & Johnson were worth $78,881,000 at the end of the most recent quarter.

A number of other large investors have also recently made changes to their positions in JNJ. Blueline Advisors LLC acquired a new position in Johnson & Johnson in the 4th quarter worth approximately $25,000. Semmax Financial Advisors Inc. increased its stake in shares of 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 acquiring an additional 72 shares during the period. E Fund Management Hong Kong Co. Ltd. increased its stake in shares of Johnson & Johnson by 946.7% in the fourth quarter. E Fund Management Hong Kong Co. Ltd. now owns 157 shares of the company's stock worth $32,000 after acquiring an additional 142 shares during the period. MidAtlantic Capital Management Inc. purchased a new position in shares of Johnson & Johnson during the fourth quarter worth $37,000. Finally, Matrix Trust Co lifted its position in Johnson & Johnson by 56.2% during the second quarter. Matrix Trust Co now owns 150 shares of the company's stock valued at $38,000 after purchasing an additional 54 shares during the period. 69.55% of the stock is owned by hedge funds and other institutional investors.

Trending Headlines about Johnson & Johnson

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

• Positive Sentiment: Johnson & Johnson received CE Marking in Europe for ACUVUE OASYS MAX 2-Week reusable contact lenses, expanding its Vision Care product portfolio. The approval could support future sales, though its immediate financial impact is likely limited. Johnson & Johnson Receives CE Marking for ACUVUE OASYS MAX Reusable Contact Lenses
• Positive Sentiment: China approved Icotyde, J&J’s once-daily oral treatment for moderate-to-severe plaque psoriasis. The drug gives the company access to a large patient population and may attract patients who prefer an oral therapy to injectable alternatives, creating a potential growth catalyst. Could Icotyde Become Johnson & Johnson’s Next Blockbuster in China?
• Positive Sentiment: Investor-focused coverage continues to highlight J&J as a Dividend Aristocrat that has maintained and increased its payout through past crises, supporting its appeal as a defensive income stock. The company also recently exceeded quarterly earnings and revenue expectations. 3 Top Dividend Aristocrats To Own Near All-Time Highs
• Neutral Sentiment: J&J is trading near its 12-month high after a strong advance, indicating sustained market confidence but also leaving less room for upside without additional earnings growth.
• Negative Sentiment: Analysts are questioning whether the rally is losing momentum. With shares valued at roughly 31 times earnings, profit-taking or valuation concerns could weigh on the stock despite the company’s defensive qualities and new growth opportunities. JNJ Stock: Is the Rally Running Out of Steam?

Insider Activity at Johnson & Johnson

In other Johnson & Johnson news, EVP Vanessa Broadhurst sold 23,054 shares of Johnson & Johnson stock in a transaction dated Monday, July 20th. The shares were sold at an average price of $251.27, for a total transaction of $5,792,778.58. Following the completion of the sale, the executive vice president directly owned 23,003 shares in the company, valued at $5,779,963.81. This trade represents a 50.06% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available at the SEC website. Also, EVP Jennifer Taubert sold 15,000 shares of the business's stock in a transaction that occurred on Monday, August 17th. The shares were sold at an average price of $263.36, for a total transaction of $3,950,400.00. Following the completion of the sale, the executive vice president directly owned 194,451 shares in the company, valued at $51,210,615.36. This trade represents a 7.16% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. In the last three months, insiders sold 87,569 shares of company stock worth $23,064,544. 0.16% of the stock is owned by corporate insiders.

Analyst Ratings Changes

Several equities research analysts have weighed in on JNJ shares. Johnson Rice reaffirmed a "buy" rating on shares of Johnson & Johnson in a research report on Monday, August 3rd. HSBC upped their target price on Johnson & Johnson from $290.00 to $320.00 and gave the stock a "buy" rating in a research note on Thursday. TD Cowen raised their target price on Johnson & Johnson from $250.00 to $300.00 and gave the stock a "buy" rating in a report on Monday, July 13th. Raymond James Financial set a $280.00 price target on Johnson & Johnson in a research report on Monday, August 3rd. Finally, Wall Street Zen lowered Johnson & Johnson from a "buy" rating to a "hold" rating in a research report on Saturday, August 1st. One analyst has rated the stock with a Strong Buy rating, eighteen have issued a Buy rating and six have assigned a Hold rating to the company's stock. According to MarketBeat.com, Johnson & Johnson has an average rating of "Moderate Buy" and an average target price of $274.13.

Johnson & Johnson Trading Down 0.2%

Shares of JNJ stock opened at $265.91 on Friday. The company's 50-day moving average price is $263.03 and its 200-day moving average price is $245.93. The company has a current ratio of 1.09, a quick ratio of 0.81 and a debt-to-equity ratio of 0.44. The stock has a market cap of $640.82 billion, a price-to-earnings ratio of 30.81, a PEG ratio of 2.54 and a beta of 0.24. Johnson & Johnson has a twelve month low of $173.33 and a twelve month high of $281.07.

Johnson & Johnson (NYSE:JNJ - Get Free Report) last issued its earnings results on Wednesday, July 15th. The company reported $2.90 EPS for the quarter, topping analysts' consensus estimates of $2.84 by $0.06. The company had revenue of $25.31 billion for the quarter, compared to the consensus estimate of $25.06 billion. Johnson & Johnson had a net margin of 21.48% and a return on equity of 32.42%. Johnson & Johnson's quarterly revenue was up 6.6% compared to the same quarter last year. During the same period in the previous year, the firm earned $2.77 earnings per share. Johnson & Johnson has set its FY 2026 guidance at 11.600-11.750 EPS. As a group, equities analysts predict that Johnson & Johnson will post 11.61 earnings per share for the current year.

Johnson & Johnson Dividend Announcement

The business also recently announced a quarterly dividend, which was paid on Tuesday, September 8th. Shareholders of record on Tuesday, August 25th were given a $1.34 dividend. The ex-dividend date of this dividend was Tuesday, August 25th. This represents a $5.36 dividend on an annualized basis and a yield of 2.0%. Johnson & Johnson's dividend payout ratio is presently 62.11%.

Johnson & Johnson Profile

Johnson & Johnson NYSE: JNJ is a global healthcare company that develops, manufactures and markets pharmaceutical and medical device products. Founded in 1886 and headquartered in New Brunswick, New Jersey, the company serves patients, healthcare professionals and institutions in markets around the world.

Johnson & Johnson operates through two primary business segments: Innovative Medicine and MedTech. Innovative Medicine focuses on prescription treatments in areas including immunology, oncology, neuroscience, cardiovascular and metabolic disease, infectious diseases, and pulmonary hypertension.

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