Johnson & Johnson $JNJ Shares Sold by Boston Trust Walden Corp

Key Points

• Boston Trust Walden Corp cut its Johnson & Johnson stake by 11.2% in the first quarter, selling 74,565 shares and leaving it with 594,061 shares worth about $145.2 million.
• Johnson & Johnson reported strong quarterly results, with EPS of $2.70 beating estimates and revenue of $24.06 billion topping forecasts; it also issued FY2026 guidance of $11.45-$11.65 EPS.
• The company raised its quarterly dividend to $1.34 per share from $1.30, while analysts remain broadly positive with a consensus Moderate Buy rating and target price around $256.70.

Boston Trust Walden Corp decreased its holdings in shares of Johnson & Johnson (NYSE:JNJ - Free Report) by 11.2% during the 1st quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm owned 594,061 shares of the company's stock after selling 74,565 shares during the quarter. Johnson & Johnson makes up approximately 1.2% of Boston Trust Walden Corp's holdings, making the stock its 10th biggest holding. Boston Trust Walden Corp's holdings in Johnson & Johnson were worth $145,212,000 as of its most recent filing with the Securities & Exchange Commission.

A number of other large investors have also recently bought and sold shares of the business. Vanguard Group Inc. raised its position in shares of Johnson & Johnson by 1.6% during the 4th quarter. Vanguard Group Inc. now owns 240,349,660 shares of the company's stock worth $49,740,362,000 after purchasing an additional 3,731,074 shares during the period. State Street Corp boosted its position in Johnson & Johnson by 1.3% during the 4th quarter. State Street Corp now owns 133,869,843 shares of the company's stock valued at $27,704,364,000 after purchasing an additional 1,663,782 shares during the period. Auto Owners Insurance Co grew its stake in Johnson & Johnson by 22,225.6% during the 4th quarter. Auto Owners Insurance Co now owns 69,419,308 shares of the company's stock worth $1,436,633,000 after buying an additional 69,108,368 shares during the last quarter. Geode Capital Management LLC increased its position in Johnson & Johnson by 3.1% in the fourth quarter. Geode Capital Management LLC now owns 57,953,747 shares of the company's stock worth $11,967,947,000 after buying an additional 1,738,292 shares during the period. Finally, Norges Bank acquired a new stake in Johnson & Johnson in the fourth quarter worth $6,924,523,000. Institutional investors own 69.55% of the company's stock.

Johnson & Johnson Stock Down 0.2%

JNJ stock opened at $262.52 on Monday. The firm's 50-day moving average is $233.72 and its two-hundred day moving average is $231.37. The company has a market capitalization of $631.93 billion, a price-to-earnings ratio of 30.35, a price-to-earnings-growth ratio of 2.58 and a beta of 0.24. Johnson & Johnson has a 52 week low of $154.21 and a 52 week high of $263.10. The company has a current ratio of 1.03, a quick ratio of 0.77 and a debt-to-equity ratio of 0.46.

Johnson & Johnson (NYSE:JNJ - Get Free Report) last issued its quarterly earnings results on Tuesday, April 14th. The company reported $2.70 earnings per share (EPS) for the quarter, beating analysts' consensus estimates 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 analyst estimates of $23.60 billion. During the same period last year, the company posted $2.77 EPS. The firm's quarterly 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. On average, analysts forecast that Johnson & Johnson will post 11.57 earnings per share for the current fiscal year.

Johnson & Johnson Increases Dividend

The firm also recently announced a quarterly dividend, which was paid on Tuesday, June 9th. Investors of record on Tuesday, May 26th were paid a dividend of $1.34 per share. This is a boost from Johnson & Johnson's previous quarterly dividend of $1.30. This represents a $5.36 annualized dividend and a yield of 2.0%. The ex-dividend date of this dividend was Tuesday, May 26th. Johnson & Johnson's dividend payout ratio (DPR) is currently 61.97%.

Insiders Place Their Bets

In other Johnson & Johnson news, EVP Kathryn E. Wengel sold 10,000 shares of Johnson & Johnson stock in a transaction that occurred on Thursday, June 11th. The shares were sold at an average price of $241.15, for a total value of $2,411,500.00. Following the transaction, the executive vice president owned 114,288 shares in the company, valued at approximately $27,560,551.20. The trade was a 8.05% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which can be accessed through this hyperlink. Insiders own 0.16% of the company's stock.

Analyst Ratings Changes

Several equities analysts have recently issued reports on the stock. Barclays boosted their price target on shares of Johnson & Johnson from $234.00 to $255.00 and gave the company an "equal weight" rating in a report on Wednesday, April 15th. Sanford C. Bernstein lifted their price objective on shares of Johnson & Johnson from $225.00 to $251.00 and gave the company a "market perform" rating in a research report on Wednesday, April 15th. Wells Fargo & Company boosted their target price on shares of Johnson & Johnson from $240.00 to $263.00 and gave the company an "overweight" rating in a research note on Wednesday, April 15th. Daiwa Securities Group upped their target price on shares of Johnson & Johnson from $237.00 to $246.00 and gave the stock an "outperform" rating in a research report on Thursday, April 16th. Finally, Royal Bank Of Canada reaffirmed an "outperform" rating and set a $265.00 price target on shares of Johnson & Johnson in a report on Wednesday, April 15th. Twenty research analysts have rated the stock with a Buy rating and seven have given a Hold rating to the company's stock. Based on data from MarketBeat, the company presently has a consensus rating of "Moderate Buy" and a consensus target price of $256.70.

Key Johnson & Johnson News

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

• Positive Sentiment: Members of Congress have been buying J&J shares, which can signal confidence in the company’s prospects and may attract attention from retail investors. Members of Congress Are Loading Up on Johnson & Johnson and UnitedHealth. Here's Why Retail Investors Should Pay Attention.
• Positive Sentiment: Johnson & Johnson launched its Dual-Energy THERMOCOOL SMARTTOUCH SF cardiac ablation platform in Europe, adding a commercial growth catalyst in its medtech business. Johnson & Johnson (JNJ) Launches Dual-Energy Cardiac Ablation Catheter in Europe
• Positive Sentiment: J&J is being highlighted as a top dividend and defensive healthcare name, with articles pointing to its reliable cash flow, dividend profile, and long-term appeal. Johnson & Johnson (JNJ): Focused on Cancer and Neuroscience as a Top Dividend Aristocrat Stock to Buy
• Positive Sentiment: Recent updates say J&J is strengthening its cancer pipeline, including European progress for Tecvayli in combination with Darzalex and an acquisition of Firefly Bio to expand oncology research. Johnson & Johnson (JNJ) Expands Cancer Pipeline As Talc Verdict Eases One Risk
• Neutral Sentiment: Several market commentary pieces reiterated bullish Wall Street views and compared J&J favorably with AbbVie, supporting the stock’s valuation narrative but not adding a major new catalyst. Is It Worth Investing in Johnson & Johnson (JNJ) Based on Wall Street's Bullish Views?
• Neutral Sentiment: J&J was also featured in dividend-income and portfolio articles, which helps reinforce its reputation as a stable income stock, though these pieces are unlikely to move shares much on their own. J&J or AbbVie: Which Stock Deserves a Place in Your Portfolio Now?
• Negative Sentiment: No major negative company-specific headline stood out in the latest set of articles; the closest risk item is that ongoing litigation remains a background concern, even as one recent talc verdict went J&J’s way. Johnson & Johnson (JNJ) Expands Cancer Pipeline As Talc Verdict Eases One Risk

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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