Johnson & Johnson $JNJ Stock Holdings Lessened by Oppenheimer Asset Management Inc.

Key Points

• Oppenheimer Asset Management trimmed its Johnson & Johnson stake by 3.4% in Q4, selling 22,138 shares and leaving 628,197 shares valued at about $130.0 million, roughly 1.6% of its portfolio and JNJ's sixth-largest position.
• Insiders sold 30,142 JNJ shares over the past 90 days worth about $7.36 million, including significant EVP sales by Vanessa Broadhurst and Timothy Schmid that materially reduced their holdings.
• Company results and payout: J&J beat Q1 EPS estimates ($2.70 vs. $2.68) with revenue up 9.9% y/y, set FY2026 guidance of $11.45–$11.65 EPS, and raised its quarterly dividend to $1.34 (annualized $5.36, ~2.4% yield) amid a "Moderate Buy" analyst consensus and $252.48 average target.

Oppenheimer Asset Management Inc. cut its holdings in Johnson & Johnson (NYSE:JNJ - Free Report) by 3.4% in the fourth quarter, according to the company in its most recent disclosure with the SEC. The institutional investor owned 628,197 shares of the company's stock after selling 22,138 shares during the quarter. Johnson & Johnson accounts for approximately 1.6% of Oppenheimer Asset Management Inc.'s investment portfolio, making the stock its 6th largest position. Oppenheimer Asset Management Inc.'s holdings in Johnson & Johnson were worth $130,005,000 at the end of the most recent quarter.

Other hedge funds also recently bought and sold shares of the company. Sigma Planning Corp lifted its position in Johnson & Johnson by 8.9% during the fourth 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 during the last quarter. Cullinan Associates Inc. increased 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 worth $40,170,000 after buying an additional 7,051 shares during the last quarter. Citizens Financial Group Inc. RI raised its position in shares of Johnson & Johnson by 1.7% during the 4th quarter. Citizens Financial Group Inc. RI now owns 198,834 shares of the company's stock valued at $41,149,000 after buying an additional 3,369 shares in the last quarter. North Star Investment Management Corp. raised its position in shares of Johnson & Johnson by 0.6% during the 4th quarter. North Star Investment Management Corp. now owns 56,948 shares of the company's stock valued at $11,785,000 after buying an additional 346 shares in the last quarter. Finally, RCW Management LLC bought a new position in shares of Johnson & Johnson in the 4th quarter valued at about $222,000. Hedge funds and other institutional investors own 69.55% of the company's stock.

Insider Transactions at Johnson & Johnson

In related news, EVP Vanessa Broadhurst sold 6,197 shares of the firm's stock in a transaction dated Tuesday, February 17th. The shares were 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 of the company's stock, valued at $5,598,700.17. This trade represents a 21.22% decrease in their position. The transaction was disclosed in a filing with the SEC, which is accessible through the SEC website. Also, EVP Timothy Schmid sold 22,623 shares of the company's stock in a transaction dated Wednesday, February 18th. The stock was sold at an average price of $244.33, for a total transaction 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 ownership of the stock. The disclosure for this sale is available in the SEC filing. Over the last 90 days, insiders sold 30,142 shares of company stock worth $7,360,528. Company insiders own 0.16% of the company's stock.

Analysts Set New Price Targets

Several equities research analysts have weighed in on JNJ shares. UBS Group reissued a "buy" rating on shares of Johnson & Johnson in a research note on Monday, January 5th. Morgan Stanley set a $283.00 target price on Johnson & Johnson in a report on Wednesday, April 15th. TD Cowen assumed coverage on Johnson & Johnson in a research report on Wednesday, April 8th. They set a "buy" rating and a $250.00 target price on the stock. JPMorgan Chase & Co. raised their price target on Johnson & Johnson from $250.00 to $260.00 and gave the stock a "neutral" rating in a research report on Wednesday, April 15th. Finally, Sanford C. Bernstein lifted their price objective 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. Eighteen research analysts have rated the stock with a Buy rating and nine have assigned a Hold rating to the company. According to MarketBeat.com, the company currently has an average rating of "Moderate Buy" and a consensus target price of $252.48.

Johnson & Johnson News Roundup

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 Stock Up 0.1%

Shares of NYSE:JNJ opened at $227.51 on Monday. The firm has a market capitalization 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 business has a 50 day simple moving average of $238.83 and a two-hundred day simple moving average of $219.90. Johnson & Johnson has a 1 year low of $146.12 and a 1 year high of $251.71. The company has a debt-to-equity ratio of 0.46, a current ratio of 1.03 and a quick ratio of 0.77.

Johnson & Johnson (NYSE:JNJ - Get Free Report) last issued its quarterly earnings results on Tuesday, April 14th. The company reported $2.70 earnings per share (EPS) for the quarter, topping analysts' consensus estimates of $2.68 by $0.02. Johnson & Johnson had a return on equity of 32.60% and a net margin of 21.83%.The firm had revenue of $24.06 billion during the quarter, compared to analyst estimates of $23.60 billion. During the same period last year, the company earned $2.77 EPS. Johnson & Johnson's quarterly revenue was up 9.9% compared to the same quarter last year. Johnson & Johnson has set its FY 2026 guidance at 11.450-11.650 EPS. On average, equities analysts predict that Johnson & Johnson will post 11.57 EPS for the current year.

Johnson & Johnson Increases Dividend

The business also recently announced a quarterly dividend, which will be paid on Tuesday, June 9th. Stockholders of record on Tuesday, May 26th will be paid a dividend of $1.34 per share. 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 dividend yield of 2.4%. The ex-dividend date of this dividend is Tuesday, May 26th. Johnson & Johnson's payout ratio is presently 60.12%.

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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