Johnson & Johnson $JNJ Shares Sold by Epoch Investment Partners Inc.

Key Points

• Epoch Investment Partners cut its Johnson & Johnson stake by 33.5% in the first quarter, selling 141,416 shares and leaving it with 280,648 shares valued at about $68.6 million.
• Johnson & Johnson reported strong quarterly results, topping earnings and revenue estimates with EPS of $2.90 and revenue of $25.31 billion, while also reaffirming FY 2026 guidance of 11.60 to 11.75 EPS.
• The company announced a quarterly dividend of $1.34 per share payable September 8, and analysts remain broadly constructive with a Moderate Buy rating and an average target price of about $265.30.

Epoch Investment Partners Inc. cut its holdings in shares of Johnson & Johnson (NYSE:JNJ - Free Report) by 33.5% during the first quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 280,648 shares of the company's stock after selling 141,416 shares during the period. Epoch Investment Partners Inc.'s holdings in Johnson & Johnson were worth $68,602,000 at the end of the most recent reporting period.

Several other institutional investors and hedge funds have also recently bought and sold shares of the business. Blueline Advisors LLC acquired a new position in Johnson & Johnson in the fourth quarter valued at $25,000. Cresta Advisors Ltd. acquired a new position in Johnson & Johnson in the 4th quarter valued at about $26,000. DecisionPoint Financial LLC raised its stake in Johnson & Johnson by 104.2% during 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 last quarter. Family CFO Inc acquired a new stake in Johnson & Johnson during the 4th quarter worth approximately $31,000. Finally, Bay Harbor Wealth Management LLC grew its stake in shares of Johnson & Johnson by 49.0% in the 4th quarter. Bay Harbor Wealth Management LLC now owns 149 shares of the company's stock valued at $31,000 after purchasing an additional 49 shares during the last quarter. Hedge funds and other institutional investors own 69.55% of the company's stock.

Johnson & Johnson Stock Performance

Shares of JNJ stock opened at $263.43 on Friday. The company has a current ratio of 1.03, a quick ratio of 0.77 and a debt-to-equity ratio of 0.46. The stock has a 50 day simple moving average of $242.71 and a 200-day simple moving average of $236.32. The company has a market cap of $634.13 billion, a price-to-earnings ratio of 30.52, a price-to-earnings-growth ratio of 2.46 and a beta of 0.24. Johnson & Johnson has a 12-month low of $164.23 and a 12-month high of $269.43.

Johnson & Johnson (NYSE:JNJ - Get Free Report) last posted its quarterly earnings results on Wednesday, July 15th. The company reported $2.90 earnings per share for the quarter, beating analysts' consensus estimates of $2.84 by $0.06. Johnson & Johnson had a return on equity of 32.86% and a net margin of 21.48%.The firm had revenue of $25.31 billion for the quarter, compared to the consensus estimate of $25.06 billion. During the same period in the previous year, the business earned $2.77 earnings per share. The company's revenue for the quarter was up 6.6% compared to the same quarter last year. Johnson & Johnson has set its FY 2026 guidance at 11.600-11.750 EPS. On average, equities analysts forecast that Johnson & Johnson will post 11.68 EPS for the current year.

Johnson & Johnson Announces Dividend

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

Johnson & Johnson News Summary

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

• Positive Sentiment: Analysts highlighted that JNJ raised its outlook, with guidance upgrades adding to investor confidence after the company’s recent earnings beat. Q2 Earnings: Guidance Upgrades Push These 3 Stocks Higher
• Positive Sentiment: JNJ’s Innovative Medicine unit reported strong Q2 growth, helping show resilience even after Stelara patent loss and suggesting momentum can continue into the second half of 2026. J&J's Innovative Medicine Unit Proves Its Resilience in Q2
• Positive Sentiment: Positive topline Phase 3 data for TECVAYLI and TALVEY showed large reductions in disease progression and death risk in relapsed/refractory multiple myeloma, strengthening JNJ’s oncology pipeline. TECVAYLI® + TALVEY® reduced the risk of disease progression or death by 89% and the risk of death by 62% in earlier-line relapsed/refractory multiple myeloma
• Positive Sentiment: JNJ also received FDA De Novo authorization for its OTTAVA robotic surgical system, expanding its competitiveness in soft-tissue robotic surgery and broadening a potentially important growth platform. Should FDA’s De Novo Nod for OTTAVA Robotic System Require Action From Johnson & Johnson (JNJ) Investors?
• Neutral Sentiment: Several articles framed JNJ as a defensive dividend stock and a steady healthcare holding, which reinforces its safe-haven appeal but is less likely to move the shares on its own. 3 Dividend Stocks Baby Boomers Should Own for the Rest of Their Lives
• Neutral Sentiment: Commentary on JNJ’s steadiness during market volatility and ETF exposure after earnings mainly reflects investor interest in the stock rather than a new fundamental change. ETFs to Buy Post JNJ's Q2 Earnings Beat & Bullish 2026 Outlook

Insider Buying and Selling at Johnson & Johnson

In other news, EVP Kathryn E. Wengel sold 10,000 shares of the stock in a transaction dated 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 completion of the transaction, the executive vice president owned 114,288 shares in the company, valued at $27,560,551.20. This trade represents a 8.05% decrease in their position. The sale was disclosed in a document filed with the SEC, which is available through this hyperlink. 0.16% of the stock is currently owned by company insiders.

Analyst Ratings Changes

A number of research analysts have recently issued reports on JNJ shares. Guggenheim reissued a "buy" rating and issued a $270.00 target price on shares of Johnson & Johnson in a report on Friday, July 17th. Raymond James Financial lifted their price objective on shares of Johnson & Johnson from $258.00 to $265.00 and gave the company an "outperform" rating in a research report on Thursday, July 16th. Barclays boosted their price objective on shares of Johnson & Johnson from $234.00 to $255.00 and gave the company an "equal weight" rating in a research note on Wednesday, April 15th. Johnson Rice upgraded shares of Johnson & Johnson from an "outperform" rating to a "buy" rating and set a $280.00 price objective for the company in a research report on Thursday, July 16th. Finally, Sanford C. Bernstein raised their target price on shares of Johnson & Johnson from $225.00 to $251.00 and gave the stock a "market perform" rating in a research note on Wednesday, April 15th. One investment analyst has rated the stock with a Strong Buy rating, eighteen have issued a Buy rating and six have given a Hold rating to the stock. Based on data from MarketBeat.com, Johnson & Johnson presently has an average rating of "Moderate Buy" and an average target price of $265.30.

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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