Johnson & Johnson $JNJ Shares Sold by Oppenheimer & Co. Inc.

Key Points

• Oppenheimer & Co. trimmed its Johnson & Johnson stake by 3.0% in Q4, selling 5,452 shares and leaving 177,899 shares worth $36.816 million (JNJ is 0.5% of Oppenheimer's portfolio and its 28th largest holding).
• J&J beat Q1 estimates, reporting $2.70 EPS versus $2.68 expected and $24.06 billion in revenue versus $23.60 billion, and issued FY2026 guidance of $11.45–$11.65 per share (analysts' consensus ~11.57).
• Dividend increased: the quarterly payout was raised to $1.34 (annualized $5.36) for a ~2.4% yield, with an ex-dividend date of May 26.

Oppenheimer & Co. Inc. cut its holdings in shares of Johnson & Johnson (NYSE:JNJ - Free Report) by 3.0% during the fourth quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The institutional investor owned 177,899 shares of the company's stock after selling 5,452 shares during the quarter. Johnson & Johnson accounts for 0.5% of Oppenheimer & Co. Inc.'s investment portfolio, making the stock its 28th largest position. Oppenheimer & Co. Inc.'s holdings in Johnson & Johnson were worth $36,816,000 as of its most recent SEC filing.

A number of other hedge funds and other institutional investors have also modified their holdings of the company. Sigma Planning Corp raised its holdings in shares of Johnson & Johnson by 8.9% in the 4th quarter. Sigma Planning Corp now owns 56,956 shares of the company's stock valued at $11,787,000 after purchasing an additional 4,678 shares in the last quarter. Cullinan Associates Inc. raised its holdings in shares of Johnson & Johnson by 3.8% in the 4th quarter. Cullinan Associates Inc. now owns 194,105 shares of the company's stock valued at $40,170,000 after purchasing an additional 7,051 shares in the last quarter. Citizens Financial Group Inc. RI raised its holdings in shares of Johnson & Johnson by 1.7% in the 4th quarter. Citizens Financial Group Inc. RI now owns 198,834 shares of the company's stock valued at $41,149,000 after purchasing an additional 3,369 shares in the last quarter. North Star Investment Management Corp. raised its holdings in shares of Johnson & Johnson by 0.6% in the 4th quarter. North Star Investment Management Corp. now owns 56,948 shares of the company's stock valued at $11,785,000 after purchasing an additional 346 shares in the last quarter. Finally, RCW Management LLC acquired a new stake in shares of Johnson & Johnson in the 4th quarter valued at $222,000. 69.55% of the stock is currently owned by institutional investors and hedge funds.

Johnson & Johnson Stock Up 0.1%

Shares of NYSE JNJ opened at $227.51 on Monday. The stock has a market cap of $547.66 billion, a PE ratio of 26.30, a price-to-earnings-growth ratio of 2.23 and a beta of 0.27. The company has a quick ratio of 0.77, a current ratio of 1.03 and a debt-to-equity ratio of 0.46. Johnson & Johnson has a 52-week low of $146.12 and a 52-week high of $251.71. The business has a 50-day moving average price of $238.83 and a 200 day moving average price of $219.90.

Johnson & Johnson (NYSE:JNJ - Get Free Report) last announced its 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. The firm had revenue of $24.06 billion during the quarter, compared to analysts' expectations of $23.60 billion. Johnson & Johnson had a return on equity of 32.60% and a net margin of 21.83%.The business's revenue was up 9.9% on a year-over-year basis. During the same period in the prior year, the firm earned $2.77 EPS. Johnson & Johnson has set its FY 2026 guidance at 11.450-11.650 EPS. Equities research analysts forecast that Johnson & Johnson will post 11.57 earnings per share for the current year.

Johnson & Johnson Increases Dividend

The firm also recently disclosed a quarterly dividend, which will be paid on Tuesday, June 9th. Shareholders of record on Tuesday, May 26th will be paid a $1.34 dividend. This is a boost from Johnson & Johnson's previous quarterly dividend of $1.30. This represents a $5.36 dividend on an annualized basis and a yield of 2.4%. The ex-dividend date is Tuesday, May 26th. Johnson & Johnson's dividend payout ratio (DPR) is presently 61.97%.

Wall Street Analysts Forecast Growth

A number of brokerages have recently weighed in on JNJ. Sanford C. Bernstein raised their price objective on shares of Johnson & Johnson from $225.00 to $251.00 and gave the company a "market perform" rating in a report on Wednesday, April 15th. Argus raised their price objective on shares of Johnson & Johnson from $240.00 to $275.00 and gave the company a "buy" rating in a report on Thursday, April 16th. Leerink Partners increased their target price on shares of Johnson & Johnson from $232.00 to $252.00 and gave the company a "market perform" rating in a research report on Wednesday, April 15th. Freedom Capital downgraded shares of Johnson & Johnson from a "strong-buy" rating to a "hold" rating in a research report on Friday, January 16th. Finally, Stifel Nicolaus increased their target price on shares of Johnson & Johnson from $220.00 to $250.00 and gave the company a "hold" rating in a research report on Wednesday, April 15th. Eighteen analysts have rated the stock with a Buy rating and nine have issued a Hold rating to the company's stock. According to data from MarketBeat.com, the stock currently has a consensus rating of "Moderate Buy" and an average price target of $252.48.

Insiders Place Their Bets

In other Johnson & Johnson news, EVP Timothy Schmid sold 22,623 shares of Johnson & Johnson stock in a transaction on Wednesday, February 18th. The shares were sold at an average price of $244.33, for a total value of $5,527,477.59. Following the transaction, the executive vice president directly owned 26,769 shares in the company, valued at approximately $6,540,469.77. The trade was a 45.80% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which can be accessed through this hyperlink. Also, EVP Vanessa Broadhurst sold 6,197 shares of Johnson & Johnson stock in a transaction on Tuesday, February 17th. The shares were sold at an average price of $243.39, for a total transaction of $1,508,287.83. Following the completion of the transaction, the executive vice president owned 23,003 shares in the company, valued at approximately $5,598,700.17. This represents a 21.22% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Over the last 90 days, insiders sold 30,142 shares of company stock worth $7,360,528. 0.16% of the stock is currently owned by company insiders.

Key Johnson & Johnson News

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

• Positive Sentiment: Analysts and retail-finance outlets renewed focus on JNJ’s dividend durability and income appeal, reinforcing the stock’s attraction for income investors; that supports long-term demand. Why Johnson & Johnson (JNJ) is a Top Dividend Stock for Your Portfolio Zacks: Why JNJ is a Top Dividend Stock
• Positive Sentiment: Clinical pipeline update: J&J highlighted sustained efficacy in its Vivacity‑MG3 trial (IMAAVY/nipocalimab) — positive for long‑term growth potential in neuromuscular therapeutics if regulatory progress continues. JNJ Highlights Sustained Efficacy in Vivacity-MG3 Trial
• Positive Sentiment: Corporate governance/IR: J&J named Ryan Koors VP of Investor Relations — a stabilizing move ahead of upcoming investor outreach that can help messaging around guidance and capital allocation. Johnson & Johnson Appoints Ryan Koors as Vice President, Investor Relations
• Neutral Sentiment: Peer/sector news: AbbVie is being highlighted for durable growth into the mid‑2030s — reflects positive sentiment toward large pharma but also underscores competition for investor capital within healthcare. AbbVie Expected to Post Durable Growth
• Neutral Sentiment: Related personnel moves: Halozyme’s executive hiring notes include ex‑J&J connections — a reminder of talent flows inside the sector but with limited direct impact on JNJ’s fundamentals. Halozyme Appoints New Chief Financial Officer
• Negative Sentiment: Market rotation toward AI/growth and strong tech engagement (e.g., Microsoft Copilot adoption) can pull capital away from defensive/dividend names like JNJ, contributing to near‑term selling pressure. Microsoft says it has over 20M paid Copilot users

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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