Johnson & Johnson $JNJ Shares Sold by Bokf Na

Key Points

• Bokf Na cut its Johnson & Johnson stake by 7.8% in Q4, selling 13,132 shares and retaining 154,991 shares worth roughly $32.08 million.
• Johnson & Johnson slightly beat Q1 expectations with $2.70 EPS on $24.06 billion revenue, set FY2026 guidance of $11.45–$11.65 EPS, and raised its quarterly dividend to $1.34 (annual $5.36, ~2.4% yield).
• Sell‑side analysts maintain a consensus "Moderate Buy" on JNJ with a $252.48 target, and several brokerages recently raised price targets into the mid‑$250s.

Bokf Na lessened its holdings in Johnson & Johnson (NYSE:JNJ - Free Report) by 7.8% during the 4th quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The fund owned 154,991 shares of the company's stock after selling 13,132 shares during the period. Bokf Na's holdings in Johnson & Johnson were worth $32,075,000 as of its most recent filing with the Securities & Exchange Commission.

Other large investors have also modified their holdings of the company. Vanguard Group Inc. boosted its holdings in Johnson & Johnson by 1.6% during the 4th quarter. Vanguard Group Inc. now owns 240,349,660 shares of the company's stock valued at $49,740,362,000 after acquiring an additional 3,731,074 shares during the period. Wellington Management Group LLP boosted its holdings in Johnson & Johnson by 3.8% during the 3rd quarter. Wellington Management Group LLP now owns 25,832,777 shares of the company's stock valued at $4,789,914,000 after acquiring an additional 956,239 shares during the period. Bank of New York Mellon Corp boosted its holdings in Johnson & Johnson by 3.5% during the 3rd quarter. Bank of New York Mellon Corp now owns 24,637,649 shares of the company's stock valued at $4,568,313,000 after acquiring an additional 835,146 shares during the period. Legal & General Group Plc boosted its holdings in Johnson & Johnson by 2.8% during the 3rd quarter. Legal & General Group Plc now owns 19,450,064 shares of the company's stock valued at $3,606,431,000 after acquiring an additional 532,790 shares during the period. Finally, Amundi boosted its holdings in Johnson & Johnson by 19.3% during the 3rd quarter. Amundi now owns 13,354,936 shares of the company's stock valued at $2,512,719,000 after acquiring an additional 2,163,838 shares during the period. Institutional investors and hedge funds own 69.55% of the company's stock.

Analyst Upgrades and Downgrades

A number of brokerages recently commented on JNJ. JPMorgan Chase & Co. raised their target price on Johnson & Johnson from $250.00 to $260.00 and gave the company a "neutral" rating in a report on Wednesday, April 15th. Royal Bank Of Canada restated an "outperform" rating and set a $265.00 target price on shares of Johnson & Johnson in a report on Wednesday, April 15th. TD Cowen initiated coverage on Johnson & Johnson in a report on Wednesday, April 8th. They set a "buy" rating and a $250.00 target price for the company. Wall Street Zen cut Johnson & Johnson from a "buy" rating to a "hold" rating in a research note on Saturday, February 14th. Finally, Guggenheim boosted their target price on Johnson & Johnson from $244.00 to $266.00 and gave the stock a "buy" rating in a research note on Monday, April 20th. Eighteen investment analysts have rated the stock with a Buy rating and nine have issued a Hold rating to the company's stock. Based on data from MarketBeat.com, Johnson & Johnson presently has a consensus rating of "Moderate Buy" and a consensus target price of $252.48.

Johnson & Johnson Trading Down 1.0%

JNJ opened at $222.37 on Friday. Johnson & Johnson has a 12 month low of $146.12 and a 12 month high of $251.71. The stock has a market capitalization of $535.30 billion, a price-to-earnings ratio of 25.71, a PEG ratio of 2.20 and a beta of 0.27. 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 business has a fifty day moving average price of $237.59 and a 200 day moving average price of $220.58.

Johnson & Johnson (NYSE:JNJ - Get Free Report) last released its earnings results on Tuesday, April 14th. The company reported $2.70 EPS for the quarter, topping 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 during the quarter, compared to analysts' expectations of $23.60 billion. During the same period in the previous year, the firm posted $2.77 EPS. Johnson & Johnson's revenue for the quarter was up 9.9% on a year-over-year basis. Johnson & Johnson has set its FY 2026 guidance at 11.450-11.650 EPS. Sell-side analysts expect that Johnson & Johnson will post 11.57 earnings per share for the current fiscal year.

Johnson & Johnson Increases Dividend

The firm also recently declared 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. This is a positive change from Johnson & Johnson's previous quarterly dividend of $1.30. 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%. Johnson & Johnson's dividend payout ratio (DPR) is presently 60.12%.

More Johnson & Johnson News

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

• Positive Sentiment: Oncology sales continue to drive growth — J&J reported strong oncology momentum (Darzalex, Erleada and recent launches) with double‑digit oncology sales growth and management reiterating an aggressive cancer revenue ambition toward long‑term targets. Darzalex, Erleada & New Drugs Keep J&J's Oncology Engine Charged in Q1
• Positive Sentiment: Ottava surgical robot hit endpoints in a pivotal bariatric study, supporting MedTech commercialization prospects and an expanded addressable market for JNJ’s surgical‑robotics push. This outcome can underpin future revenue diversification. Johnson & Johnson says Ottava surgical robot met endpoints in pivotal bariatric surgery study
• Positive Sentiment: Corporate PR and patient‑engagement push — J&J launched the “Generation Fine” global campaign targeting depression care, which bolsters the company’s neuropsychiatry profile and may aid uptake if upcoming therapies get approvals. (Reputational/market positioning benefit.) Johnson & Johnson launches "Generation Fine"
• Neutral Sentiment: Pipeline expansion and R&D investments — J&J is advancing programs across immunology, MedTech and AI-enabled care; these longer‑term investments support future growth but carry typical development timelines and execution risk. Johnson And Johnson Expands Clinical Pipeline In Immunology MedTech And AI
• Negative Sentiment: Clinical setbacks weigh on sentiment — JNJ’s dual‑target antibody for IBD (JNJ‑4804) failed to meet its primary endpoint in Phase 2b, and related IBD program readouts were described as showing no meaningful improvement, raising doubts about near-term immunology launches. Johnson And Johnson Balances Mental Health Push With Mixed Pipeline Outlook
• Negative Sentiment: Independent coverage highlights a trial miss — reporting on the IBD trial outcome underscores execution risk and likely near‑term pressure on sentiment until clearer data or program pivots are provided. Johnson and Johnson advances IBD therapy, despite trial miss

Insider Transactions at Johnson & Johnson

In other Johnson & Johnson news, EVP Timothy Schmid sold 1,322 shares of Johnson & Johnson stock in a transaction dated Friday, February 20th. The stock was sold at an average price of $245.66, for a total transaction of $324,762.52. Following the completion of the sale, the executive vice president directly owned 25,447 shares of the company's stock, valued at $6,251,310.02. The trade was a 4.94% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available at this link. Also, EVP Vanessa Broadhurst sold 6,197 shares of Johnson & Johnson stock in a transaction dated 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 sale, the executive vice president directly owned 23,003 shares of the company's stock, valued at $5,598,700.17. This trade represents a 21.22% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders have sold a total of 30,142 shares of company stock valued at $7,360,528 over the last ninety days. 0.16% of the stock is owned by company insiders.

About Johnson & Johnson

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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