Johnson & Johnson $JNJ Shares Sold by Private Wealth Management Group LLC

Key Points

• Private Wealth Management Group LLC trimmed its JNJ stake by 56.3% in Q4, selling 13,606 shares and leaving 10,551 shares worth $2.184 million (about 0.6% of the fund and its 25th largest holding).
• Johnson & Johnson beat Q1 estimates (revenue $24.06B, EPS $2.70), raised FY‑2026 guidance and increased the quarterly dividend to $1.34 (the 64th consecutive annual increase), bolstering its income appeal.
• Corporate insiders have been net sellers: two EVPs sold 6,197 and 22,623 shares, and insiders disposed of 30,142 shares worth roughly $7.36M over the past 90 days (insider ownership ~0.16%).

Private Wealth Management Group LLC trimmed its holdings in Johnson & Johnson (NYSE:JNJ - Free Report) by 56.3% in the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The fund owned 10,551 shares of the company's stock after selling 13,606 shares during the quarter. Johnson & Johnson accounts for about 0.6% of Private Wealth Management Group LLC's portfolio, making the stock its 25th biggest holding. Private Wealth Management Group LLC's holdings in Johnson & Johnson were worth $2,184,000 as of its most recent SEC filing.

A number of other institutional investors and hedge funds also recently bought and sold shares of JNJ. Abich Financial Wealth Management LLC acquired a new stake in Johnson & Johnson in the 3rd quarter valued at about $26,000. Clayton Financial Group LLC acquired a new stake in Johnson & Johnson in the 3rd quarter valued at about $28,000. Semmax Financial Advisors Inc. lifted its holdings in Johnson & Johnson by 55.0% in the 2nd quarter. Semmax Financial Advisors Inc. now owns 203 shares of the company's stock valued at $31,000 after acquiring an additional 72 shares during the last quarter. Stone House Investment Management LLC lifted its holdings in Johnson & Johnson by 58.9% in the 4th quarter. Stone House Investment Management LLC now owns 197 shares of the company's stock valued at $41,000 after acquiring an additional 73 shares during the last quarter. Finally, Turning Point Benefit Group Inc. acquired a new stake in Johnson & Johnson in the 3rd quarter valued at about $41,000. 69.55% of the stock is owned by institutional investors and hedge funds.

Insider Buying and Selling

In related news, EVP Vanessa Broadhurst sold 6,197 shares of the stock in a transaction that occurred on 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 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. The transaction was disclosed in a filing with the SEC, which is accessible through this link. Also, EVP Timothy Schmid sold 22,623 shares of the stock in a transaction that occurred on Wednesday, February 18th. The stock was sold at an average price of $244.33, for a total value of $5,527,477.59. Following the completion of the transaction, the executive vice president owned 26,769 shares in the company, valued at $6,540,469.77. This represents a 45.80% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold 30,142 shares of company stock worth $7,360,528 in the last 90 days. 0.16% of the stock is currently owned by corporate insiders.

Johnson & Johnson Trading Down 0.6%

NYSE:JNJ opened at $238.59 on Thursday. The stock's 50 day moving average price is $241.67 and its 200 day moving average price is $216.53. Johnson & Johnson has a 52 week low of $146.12 and a 52 week high of $251.71. The company has a market capitalization of $574.67 billion, a P/E ratio of 27.58, a P/E/G ratio of 2.40 and a beta of 0.34. The company has a debt-to-equity ratio of 0.48, a quick ratio of 0.77 and a current ratio of 1.03.

Johnson & Johnson (NYSE:JNJ - Get Free Report) last released its quarterly earnings data on Tuesday, April 14th. The company reported $2.70 EPS for the quarter, topping analysts' consensus estimates of $2.68 by $0.02. Johnson & Johnson had a return on equity of 32.75% and a net margin of 21.83%.The firm had revenue of $24.06 billion for the quarter, compared to the consensus estimate of $23.60 billion. During the same quarter in the prior year, the company posted $2.77 earnings per share. The firm's 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, research analysts forecast that Johnson & Johnson will post 10.58 EPS for the current fiscal year.

Johnson & Johnson Increases Dividend

The company also recently disclosed a quarterly dividend, which will be paid on Tuesday, June 9th. Investors of record on Tuesday, May 26th will be issued a $1.34 dividend. This is an increase from Johnson & Johnson's previous quarterly dividend of $1.30. This represents a $5.36 dividend on an annualized basis and a yield of 2.2%. The ex-dividend date is Tuesday, May 26th. Johnson & Johnson's dividend payout ratio is currently 61.97%.

More Johnson & Johnson News

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

• Positive Sentiment: Q1 beat and raised full‑year outlook: JNJ reported $24.06B revenue and $2.70 EPS (above estimates) and raised FY‑2026 sales and EPS guidance, highlighting strong oncology and MedTech growth. Johnson & Johnson reports Q1 2026 results, raises 2026 outlook
• Positive Sentiment: Dividend hike reinforces income thesis: the board raised the quarterly payout to $1.34 (64th consecutive annual increase), which supports yield-focused investors. Johnson & Johnson Announces 64th Consecutive Year of Dividend Increase; Raises Quarterly Dividend by 3.1%
• Positive Sentiment: Broker support rising: several firms raised price targets (Goldman Sachs, Wells Fargo, Raymond James, JPMorgan, Bernstein, Leerink), reflecting analyst confidence after the quarter and creating potential upside. These Analysts Boost Their Forecasts On Johnson & Johnson Following Strong Q1 Results
• Neutral Sentiment: Investor access / upcoming presentation: management will host a fireside chat at the Bank of America Healthcare Conference (May 12) — a chance to get more color on 2026 growth drivers. Johnson & Johnson to Participate in the Bank of America 2026 Healthcare Conference
• Neutral Sentiment: Full transcripts and analyst takes are available — useful if you’re re‑evaluating forecasts or positioning before the conference. Johnson & Johnson NYSE: JNJ Q1 2026 Earnings Call Transcript
• Negative Sentiment: Market reaction / profit‑taking: despite the beat, the stock slipped as some investors viewed the sales guidance as modest and digested mixed signals — early selling pressure reflects profit‑taking and short‑term disappointment. Dow Jones' J&J Slips Despite Beating First-Quarter Calls, Hiking Guidance
• Negative Sentiment: Legacy product headwinds: a steep decline in Stelara sales was noted by management and media, which offsets some of the new‑product gains and contributed to concerns about near‑term revenue mix and cash‑flow dynamics. J&J's first-quarter profit beats estimates even as Stelara sales disappoint

Analyst Upgrades and Downgrades

JNJ has been the subject of a number of research analyst reports. UBS Group reissued a "buy" rating on shares of Johnson & Johnson in a report on Monday, January 5th. Loop Capital set a $220.00 price target on shares of Johnson & Johnson in a report on Tuesday, January 27th. Royal Bank Of Canada reaffirmed an "outperform" rating and set a $265.00 price objective on shares of Johnson & Johnson in a research note on Wednesday. Rothschild & Co Redburn upped their price objective on shares of Johnson & Johnson from $180.00 to $210.00 and gave the company a "neutral" rating in a research note on Thursday, February 19th. Finally, TD Cowen assumed coverage on shares of Johnson & Johnson in a research note on Wednesday, April 8th. They set a "buy" rating and a $250.00 price objective for the company. One research analyst has rated the stock with a Strong Buy rating, seventeen have given a Buy rating and nine have issued a Hold rating to the stock. Based on data from MarketBeat.com, the company has a consensus rating of "Moderate Buy" and an average target price of $248.17.

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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