Johnson & Johnson $JNJ Shares Sold by FAS Wealth Partners Inc.

Key Points

• FAS Wealth Partners reduced its Johnson & Johnson stake by 9.5% in the first quarter, selling 4,176 shares and retaining 39,643 shares worth approximately $9.69 million. Institutional investors and hedge funds collectively own 69.55% of JNJ.
• Johnson & Johnson reported quarterly EPS of $2.90, beating estimates of $2.84, while revenue rose 6.6% year over year to $25.31 billion. Analysts maintain a “Moderate Buy” consensus with an average price target of $266.39.
• The company continues to strengthen its pipeline and shareholder returns through the $1 billion Firefly Bio acquisition, regulatory priority review for RYBREVANT FASPRO, and a quarterly dividend of $1.34 per share. However, a proposed $5.5 billion talc settlement remains a significant financial and execution risk.

FAS Wealth Partners Inc. cut its holdings in shares of Johnson & Johnson (NYSE:JNJ - Free Report) by 9.5% during the first quarter, according to its most recent filing with the Securities & Exchange Commission. The firm owned 39,643 shares of the company's stock after selling 4,176 shares during the period. FAS Wealth Partners Inc.'s holdings in Johnson & Johnson were worth $9,690,000 as of its most recent SEC filing.

Other institutional investors also recently bought and sold shares of the company. Blueline Advisors LLC purchased a new position in shares of Johnson & Johnson during the 4th quarter valued at approximately $25,000. Cresta Advisors Ltd. purchased a new position in Johnson & Johnson during the fourth quarter valued at $26,000. DecisionPoint Financial LLC increased its stake in shares of 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 purchasing an additional 75 shares in the last quarter. Bay Harbor Wealth Management LLC raised its position in shares of Johnson & Johnson by 49.0% during the 4th quarter. Bay Harbor Wealth Management LLC now owns 149 shares of the company's stock worth $31,000 after purchasing an additional 49 shares during the last quarter. Finally, Family CFO Inc acquired a new stake in Johnson & Johnson in the 4th quarter worth about $31,000. 69.55% of the stock is owned by institutional investors and hedge funds.

Johnson & Johnson News Roundup

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

• Positive Sentiment: Analysts remain moderately bullish: JNJ’s median analyst price target is about $263, with several targets above that level, including Citigroup’s $298 target. Argus Research also issued a Buy rating, while Erste Group raised its 2026 EPS forecast to $11.68, close to the $11.69 consensus. Is Wall Street Bullish or Bearish on Johnson & Johnson Stock?
• Positive Sentiment: Oncology and immunology expansion strengthens the growth pipeline: J&J completed its $1 billion acquisition of Firefly Bio, adding a degrader antibody-conjugate platform targeting difficult solid tumors, including KRAS-driven cancers. Johnson & Johnson Completes Acquisition of Firefly Bio
• Positive Sentiment: Promising regulatory and shareholder-return news: The FDA granted Priority Review to subcutaneous RYBREVANT FASPRO for advanced head and neck cancer, potentially expanding a key oncology franchise. JNJ also increased its dividend for the 64th consecutive year and is pursuing a long-term $100 billion revenue goal. RYBREVANT FASPRO Receives FDA Priority Review
• Neutral Sentiment: In-vivo CAR-T investment adds potential but carries execution risk: JNJ will make up to $785 million in initial payments to Sail Biomedicines and has an option to acquire it for $2.58 billion. The technology could create new autoimmune and oncology treatments, but commercialization is still uncertain. J&J Ventures Further Into In Vivo CAR-T
• Negative Sentiment: The $5.5 billion talc settlement weighs on sentiment: The proposed agreement would resolve roughly 76,000 ovarian-cancer claims, subject to 95% claimant participation. Although it could reduce litigation uncertainty, investors are focused on the substantial cash obligation, including up to $3 billion in 2027, and execution risk. Johnson & Johnson to Pay $5.5 Billion to Resolve Talc Litigation

Johnson & Johnson Stock Performance

NYSE:JNJ opened at $256.51 on Monday. The company has a debt-to-equity ratio of 0.44, a quick ratio of 0.81 and a current ratio of 1.09. The stock has a market capitalization of $618.18 billion, a P/E ratio of 29.72, a PEG ratio of 2.43 and a beta of 0.24. The company has a 50 day moving average price of $245.85 and a 200 day moving average price of $238.51. Johnson & Johnson has a fifty-two week low of $164.23 and a fifty-two week high of $274.90.

Johnson & Johnson (NYSE:JNJ - Get Free Report) last issued its quarterly earnings data 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. The business had revenue of $25.31 billion during the quarter, compared to analysts' expectations of $25.06 billion. Johnson & Johnson had a return on equity of 32.42% and a net margin of 21.48%.The company's revenue was up 6.6% on a year-over-year basis. During the same period in the previous year, the firm posted $2.77 earnings per share. Johnson & Johnson has set its FY 2026 guidance at 11.600-11.750 EPS. Equities research analysts forecast that Johnson & Johnson will post 11.69 EPS for the current year.

Johnson & Johnson Announces Dividend

The firm also recently declared a quarterly dividend, which will be paid on Tuesday, September 8th. Shareholders of record on Tuesday, August 25th will be paid a dividend of $1.34 per share. The ex-dividend date is Tuesday, August 25th. This represents a $5.36 dividend on an annualized basis and a yield of 2.1%. Johnson & Johnson's dividend payout ratio is 62.11%.

Insider Transactions at Johnson & Johnson

In other Johnson & Johnson news, EVP Vanessa Broadhurst sold 23,054 shares of the stock in a transaction that occurred on 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 sale, the executive vice president directly owned 23,003 shares in the company, valued at $5,779,963.81. This represents a 50.06% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available through this link. Also, EVP Kathryn E. Wengel sold 10,000 shares of the firm's stock in a transaction that occurred on Thursday, June 11th. The shares were sold at an average price of $241.15, for a total transaction of $2,411,500.00. Following the completion of the transaction, the executive vice president directly owned 114,288 shares of the company's stock, valued at $27,560,551.20. This represents a 8.05% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. 0.16% of the stock is owned by corporate insiders.

Wall Street Analyst Weigh In

Several research firms recently commented on JNJ. JPMorgan Chase & Co. increased their price objective on Johnson & Johnson from $250.00 to $260.00 and gave the company a "neutral" rating in a research note on Wednesday, April 15th. Citigroup raised their price target on shares of Johnson & Johnson from $285.00 to $298.00 and gave the stock a "buy" rating in a research note on Wednesday, July 8th. Scotiabank restated an "outperform" rating and set a $305.00 price target on shares of Johnson & Johnson in a research report on Thursday, July 16th. Johnson Rice raised 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 note on Thursday, July 16th. Finally, TD Cowen boosted 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. One equities research analyst has rated the stock with a Strong Buy rating, eighteen have assigned a Buy rating and six have assigned a Hold rating to the stock. According to data from MarketBeat.com, the stock presently has an average rating of "Moderate Buy" and a consensus price target of $266.39.

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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