Johnson & Johnson $JNJ Shares Sold by Puzo Michael J

Key Points

• Puzo Michael J reduced its Johnson & Johnson stake by 6.4% in the first quarter, selling 4,195 shares and leaving it with 61,208 shares worth about $14.96 million. JNJ remains its 5th-largest holding.
• Johnson & Johnson reported solid quarterly results, posting EPS of $2.90 and revenue of $25.31 billion, both ahead of analyst estimates. Revenue rose 6.6% year over year, and the company reaffirmed FY 2026 EPS guidance of 11.600-11.750.
• The company also announced a quarterly dividend of $1.34 per share, payable September 8 to shareholders of record on August 25. That works out to an annualized dividend of $5.36 and a yield of about 2.1%.

Puzo Michael J cut its holdings in shares of Johnson & Johnson (NYSE:JNJ - Free Report) by 6.4% in the 1st quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor owned 61,208 shares of the company's stock after selling 4,195 shares during the period. Johnson & Johnson makes up 4.4% of Puzo Michael J's holdings, making the stock its 5th biggest holding. Puzo Michael J's holdings in Johnson & Johnson were worth $14,962,000 as of its most recent SEC filing.

Other large investors have also added to or reduced their stakes in the company. Blueline Advisors LLC bought a new stake in Johnson & Johnson during the 4th quarter worth approximately $25,000. Cresta Advisors Ltd. bought a new position in shares of Johnson & Johnson in the fourth quarter valued at approximately $26,000. DecisionPoint Financial LLC boosted its position in shares of Johnson & Johnson by 104.2% during the fourth quarter. DecisionPoint Financial LLC now owns 147 shares of the company's stock valued at $30,000 after buying an additional 75 shares during the last quarter. Family CFO Inc purchased a new position in shares of Johnson & Johnson during the fourth quarter valued at approximately $31,000. Finally, Bay Harbor Wealth Management LLC grew its holdings in Johnson & Johnson by 49.0% during the fourth quarter. Bay Harbor Wealth Management LLC now owns 149 shares of the company's stock worth $31,000 after buying an additional 49 shares in the last quarter. Institutional investors own 69.55% of the company's stock.

Johnson & Johnson Stock Up 0.7%

JNJ stock opened at $250.68 on Wednesday. The stock has a market cap of $603.44 billion, a P/E ratio of 29.05, a P/E/G ratio of 2.35 and a beta of 0.24. 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's fifty day simple moving average is $240.90 and its two-hundred day simple moving average is $235.42. Johnson & Johnson has a 1-year low of $164.23 and a 1-year high of $269.43.

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

Johnson & Johnson Dividend Announcement

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

Wall Street Analyst Weigh In

A number of research firms recently commented on JNJ. Stifel Nicolaus set a $260.00 price target on Johnson & Johnson in a research report on Wednesday, July 15th. TD Cowen upped their target price on shares of Johnson & Johnson from $250.00 to $300.00 and gave the stock a "buy" rating in a research note on Monday, July 13th. Royal Bank Of Canada increased their target price on shares of Johnson & Johnson from $265.00 to $287.00 and gave the company an "outperform" rating in a report on Monday, July 13th. Citigroup raised their price target on shares of Johnson & Johnson from $285.00 to $298.00 and gave the company a "buy" rating in a research report on Wednesday, July 8th. Finally, Daiwa Securities Group boosted their price target on shares of Johnson & Johnson from $237.00 to $246.00 and gave the stock an "outperform" rating in a report on Thursday, April 16th. One research analyst has rated the stock with a Strong Buy rating, nineteen have issued a Buy rating and six have given a Hold rating to the stock. According to data from MarketBeat, the company presently has an average rating of "Moderate Buy" and a consensus price target of $265.30.

More Johnson & Johnson News

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

• Positive Sentiment: Johnson & Johnson was highlighted as one of the best dividend aristocrat names for steady cash flow, reinforcing its appeal to income-focused investors. 3 ‘Strong Buy’ Dividend Aristocrat Stocks for Steady Cash Flow, 7/21/26
• Positive Sentiment: The company’s Q2 results were described as robust, with earnings and sales both beating estimates and management raising its 2026 outlook, which supports the bullish case for the stock. Should You Buy, Sell or Hold J&J's Stock Post a Robust Q2 Performance?
• Positive Sentiment: Johnson & Johnson was also noted as trading near 52-week highs while broader market attention has shifted away from AI names, suggesting investors are rotating into defensive large-cap healthcare stocks. 5 Stocks Quietly Trading Near All-Time Highs While Everyone Watches the AI Drama (JNJ)
• Neutral Sentiment: Another article compared JNJ with Abbott Laboratories, saying the two healthcare giants are moving in different strategic directions as J&J trims its portfolio while Abbott expands into cancer diagnostics. This is more of a strategy-watch item than an immediate catalyst. Johnson & Johnson vs Abbott Laboratories: Two Healthcare Giants on Opposite Trajectories
• Neutral Sentiment: DelveInsight noted that J&J’s Amivantamab is expected to help drive growth in the head and neck cancer market, underscoring pipeline potential, but the article focused on the broader market rather than a near-term company-specific event. Correction: Head and Neck Squamous Cell Carcinoma Market is Projected to Boost at a CAGR of 10.5% During the Forecast Period (2026–2036) Due to the Launch of Emerging Novel Immunotherapies | DelveInsight
• Negative Sentiment: One commentary on JNJ raised the familiar risks of patent losses and MedTech challenges, which could limit upside if pipeline execution slows or competition intensifies. Should You Buy, Sell or Hold J&J's Stock Post a Robust Q2 Performance?

Insider Buying and Selling

In other Johnson & Johnson news, EVP Kathryn E. Wengel sold 10,000 shares of Johnson & Johnson 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 sale, the executive vice president owned 114,288 shares of the company's stock, valued at approximately $27,560,551.20. The trade was a 8.05% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which is accessible through this link. Corporate insiders own 0.16% of the company's stock.

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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