Johnson & Johnson $JNJ Stock Sold by SeaCrest Wealth Management LLC

Key Points

• SeaCrest Wealth Management cut its Johnson & Johnson position by 50.3% in the third quarter, selling 10,130 shares and retaining 9,992 shares valued at approximately $2.65 million. Institutional investors collectively own 69.55% of J&J.
• J&J reported quarterly revenue of $25.40 billion and adjusted EPS of $2.59, both slightly above expectations, while revenue increased 5.9% year over year. The company maintained 2026 EPS guidance of $11.05–$11.15 and declared a quarterly dividend of $1.34 per share.
• Analyst sentiment remains broadly positive, with a consensus “Moderate Buy” rating and a $275.92 price target, but concerns include the stock’s premium valuation, MedTech weakness, falling earnings estimates and recent insider selling.

SeaCrest Wealth Management LLC lessened its position in shares of Johnson & Johnson (NYSE:JNJ - Free Report) by 50.3% during the third quarter, according to its most recent filing with the Securities & Exchange Commission. The fund owned 9,992 shares of the company's stock after selling 10,130 shares during the quarter. SeaCrest Wealth Management LLC's holdings in Johnson & Johnson were worth $2,645,000 as of its most recent SEC filing.

Other institutional investors also recently added to or reduced their stakes in the company. Silver Coast Investments LLC boosted its holdings in shares of Johnson & Johnson by 3.8% in the second quarter. Silver Coast Investments LLC now owns 1,066 shares of the company's stock valued at $271,000 after acquiring an additional 39 shares during the period. Townsend Asset Management Corp NC ADV increased its holdings in shares of Johnson & Johnson by 0.6% in the 2nd quarter. Townsend Asset Management Corp NC ADV now owns 6,418 shares of the company's stock valued at $1,630,000 after acquiring an additional 39 shares during the period. Triumph Capital Management increased its holdings in shares of Johnson & Johnson by 1.6% in the 2nd quarter. Triumph Capital Management now owns 2,531 shares of the company's stock valued at $643,000 after acquiring an additional 39 shares during the period. Kwmg LLC raised its position in Johnson & Johnson by 1.7% in the 3rd quarter. Kwmg LLC now owns 2,383 shares of the company's stock valued at $631,000 after purchasing an additional 39 shares during the last quarter. Finally, Cypress Wealth Services LLC raised its position in Johnson & Johnson by 0.4% in the 3rd quarter. Cypress Wealth Services LLC now owns 10,618 shares of the company's stock valued at $2,705,000 after purchasing an additional 39 shares during the last quarter. Institutional investors and hedge funds own 69.55% of the company's stock.

More Johnson & Johnson News

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

• Positive Sentiment: The United Kingdom approved J&J’s oral psoriasis treatment, expanding the company’s commercial opportunity in a major market and strengthening its immunology pipeline. UK approves J&J's oral psoriasis pill
• Positive Sentiment: J&J reported first real-world data for its VARIPULSE Pro platform and 12-month outcomes for the OMNYPULSE platform in atrial-fibrillation treatment. The results could support adoption of its MedTech portfolio and help offset weakness in other device businesses. J&J reports VARIPULSE Pro and OMNYPULSE data
• Positive Sentiment: J&J has benefited from investor rotation into defensive healthcare and consumer-staples companies amid broader large-cap weakness, reinforcing demand for its relatively stable earnings and dividend profile. Defensive stocks attract buyers
• Neutral Sentiment: J&J’s implied fair value was raised from $270.59 to $279.41 per share, but analyst views remain divided. Supporters cite earnings resilience and the drug pipeline, while others point to valuation, MedTech execution risk and possible dilution from recent deals. J&J fair value adjustment
• Negative Sentiment: A proposed combination involving J&J’s orthopedics business and Smith & Nephew reportedly collapsed over a leadership dispute. The development removes potential strategic benefits and may raise questions about execution, although Smith & Nephew declined to comment. Orthopedics merger reportedly collapsed
• Negative Sentiment: J&J reclaimed its 50-day moving average, but falling earnings estimates, a premium valuation and weakness in MedTech are limiting the bullish technical signal. Erste Group also downgraded the shares to “Hold,” adding to near-term investor caution. J&J stock outlook and valuation concerns

Wall Street Analyst Weigh In

A number of analysts recently weighed in on the stock. TD Cowen reiterated a "buy" rating on shares of Johnson & Johnson in a research note on Tuesday, October 20th. HSBC lifted their price objective on shares of Johnson & Johnson from $290.00 to $320.00 and gave the company a "buy" rating in a research note on Thursday, September 10th. Weiss Ratings cut shares of Johnson & Johnson from a "buy (b+)" rating to a "buy (b-)" rating in a report on Friday. Freedom Capital upgraded shares of Johnson & Johnson from a "hold" rating to a "strong-buy" rating in a research note on Thursday, July 16th. Finally, Wall Street Zen downgraded shares of Johnson & Johnson from a "buy" rating to a "hold" rating in a research note on Saturday, August 1st. One equities research analyst has rated the stock with a Strong Buy rating, seventeen have given a Buy rating and eight have issued a Hold rating to the stock. According to MarketBeat.com, Johnson & Johnson has a consensus rating of "Moderate Buy" and a consensus price target of $275.92.

Johnson & Johnson Price Performance

Shares of NYSE JNJ opened at $264.13 on Monday. The company has a debt-to-equity ratio of 0.44, a current ratio of 1.02 and a quick ratio of 0.74. The stock has a fifty day moving average price of $265.64 and a 200 day moving average price of $250.28. Johnson & Johnson has a 1-year low of $184.66 and a 1-year high of $281.07. The company has a market cap of $635.85 billion, a PE ratio of 40.02, a P/E/G ratio of 2.61 and a beta of 0.21.

Johnson & Johnson (NYSE:JNJ - Get Free Report) last announced its quarterly earnings data on Tuesday, October 13th. The company reported $2.59 EPS for the quarter, topping analysts' consensus estimates of $2.53 by $0.06. Johnson & Johnson had a net margin of 16.20% and a return on equity of 31.64%. The company had revenue of $25.40 billion during the quarter, compared to the consensus estimate of $25.38 billion. During the same quarter in the prior year, the firm earned $2.80 EPS. Johnson & Johnson's quarterly revenue was up 5.9% on a year-over-year basis. Johnson & Johnson has set its FY 2026 guidance at 11.050-11.150 EPS. Sell-side analysts forecast that Johnson & Johnson will post 11.12 EPS for the current year.

Johnson & Johnson Dividend Announcement

The company also recently disclosed a quarterly dividend, which will be paid on Tuesday, December 8th. Investors of record on Tuesday, November 24th will be given a $1.34 dividend. The ex-dividend date is Tuesday, November 24th. This represents a $5.36 dividend on an annualized basis and a yield of 2.0%. Johnson & Johnson's dividend payout ratio (DPR) is presently 81.21%.

Insider Activity at Johnson & Johnson

In other Johnson & Johnson news, EVP Jennifer Taubert sold 15,000 shares of Johnson & Johnson stock in a transaction that occurred on Monday, August 17th. The stock was sold at an average price of $263.36, for a total value of $3,950,400.00. Following the sale, the executive vice president owned 194,451 shares of the company's stock, valued at approximately $51,210,615.36. The trade was a 7.16% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through the SEC website. Also, EVP Timothy Schmid sold 33,597 shares of the business's stock in a transaction that occurred on Wednesday, September 2nd. The stock was sold at an average price of $274.74, for a total value of $9,230,439.78. Following the transaction, the executive vice president owned 25,447 shares in the company, valued at $6,991,308.78. The trade was a 56.90% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold a total of 64,515 shares of company stock worth $17,271,766 over the last 90 days. Company insiders own 0.16% of the company's stock.

Johnson & Johnson Profile

Johnson & Johnson NYSE: JNJ is a global healthcare company headquartered in New Brunswick, New Jersey. Founded in 1886, the company develops and markets products and services for patients, healthcare professionals and institutions worldwide.

Johnson & Johnson operates through two principal segments: Innovative Medicine and MedTech. Innovative Medicine focuses on pharmaceuticals for areas such as immunology, oncology, neuroscience, infectious diseases and cardiovascular conditions.

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