Nordwand Advisors LLC Has $566,000 Stake in Johnson & Johnson $JNJ

Key Points

• Nordwand Advisors LLC reduced its Johnson & Johnson stake by 94.3% in Q4, selling 45,209 shares and retaining 2,737 shares worth about $566,000 as of the latest SEC filing.
• Company insiders have been net sellers, disposing of a total of 30,142 shares worth $7.36 million in the past 90 days, leaving insiders with roughly 0.16% ownership.
• Johnson & Johnson beat Q1 estimates (EPS $2.70 vs. $2.68) with revenue up 9.9% to $24.06B, set FY‑2026 guidance of $11.45–$11.65 EPS, and raised its quarterly dividend to $1.34 (2.4% yield).

Nordwand Advisors LLC reduced its stake in Johnson & Johnson (NYSE:JNJ - Free Report) by 94.3% during the fourth quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The institutional investor owned 2,737 shares of the company's stock after selling 45,209 shares during the period. Nordwand Advisors LLC's holdings in Johnson & Johnson were worth $566,000 as of its most recent filing with the Securities and Exchange Commission.

A number of other institutional investors have also added to or reduced their stakes in the stock. Vanguard Group Inc. grew its stake in shares of Johnson & Johnson by 1.6% during the fourth quarter. Vanguard Group Inc. now owns 240,349,660 shares of the company's stock worth $49,740,362,000 after buying an additional 3,731,074 shares during the last quarter. Capital International Investors lifted its stake in shares of Johnson & Johnson by 545.6% in the 3rd quarter. Capital International Investors now owns 3,865,050 shares of the company's stock valued at $716,657,000 after acquiring an additional 3,266,354 shares during the last quarter. Amundi boosted its holdings in shares of Johnson & Johnson by 19.3% during the 3rd quarter. Amundi now owns 13,354,936 shares of the company's stock valued at $2,512,719,000 after acquiring an additional 2,163,838 shares in the last quarter. Marshall Wace LLP grew its position in Johnson & Johnson by 126.3% during the 3rd quarter. Marshall Wace LLP now owns 3,584,162 shares of the company's stock worth $664,575,000 after acquiring an additional 2,000,609 shares during the last quarter. Finally, Danske Bank A S acquired a new position in Johnson & Johnson in the 3rd quarter worth about $367,467,000. 69.55% of the stock is currently owned by institutional investors and hedge funds.

Insider Transactions at Johnson & Johnson

In related news, EVP Timothy Schmid sold 1,322 shares of the company's stock in a transaction on Friday, February 20th. The stock was sold at an average price of $245.66, for a total transaction of $324,762.52. Following the completion of the sale, the executive vice president owned 25,447 shares in the company, valued at approximately $6,251,310.02. This represents a 4.94% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which can be accessed through this link. Also, EVP Vanessa Broadhurst sold 6,197 shares of Johnson & Johnson stock in a transaction on Tuesday, February 17th. The stock was sold at an average price of $243.39, for a total transaction of $1,508,287.83. Following the transaction, the executive vice president directly owned 23,003 shares in the company, valued at $5,598,700.17. This represents a 21.22% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders sold a total of 30,142 shares of company stock worth $7,360,528 in the last 90 days. 0.16% of the stock is currently owned by company insiders.

Johnson & Johnson News Roundup

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

• Positive Sentiment: Oncology sales continue to drive growth — J&J reported strong oncology momentum (Darzalex, Erleada and recent launches) with double‑digit oncology sales growth and management reiterating an aggressive cancer revenue ambition toward long‑term targets. Darzalex, Erleada & New Drugs Keep J&J's Oncology Engine Charged in Q1
• Positive Sentiment: Ottava surgical robot hit endpoints in a pivotal bariatric study, supporting MedTech commercialization prospects and an expanded addressable market for JNJ’s surgical‑robotics push. This outcome can underpin future revenue diversification. Johnson & Johnson says Ottava surgical robot met endpoints in pivotal bariatric surgery study
• Positive Sentiment: Corporate PR and patient‑engagement push — J&J launched the “Generation Fine” global campaign targeting depression care, which bolsters the company’s neuropsychiatry profile and may aid uptake if upcoming therapies get approvals. (Reputational/market positioning benefit.) Johnson & Johnson launches "Generation Fine"
• Neutral Sentiment: Pipeline expansion and R&D investments — J&J is advancing programs across immunology, MedTech and AI-enabled care; these longer‑term investments support future growth but carry typical development timelines and execution risk. Johnson And Johnson Expands Clinical Pipeline In Immunology MedTech And AI
• Negative Sentiment: Clinical setbacks weigh on sentiment — JNJ’s dual‑target antibody for IBD (JNJ‑4804) failed to meet its primary endpoint in Phase 2b, and related IBD program readouts were described as showing no meaningful improvement, raising doubts about near-term immunology launches. Johnson And Johnson Balances Mental Health Push With Mixed Pipeline Outlook
• Negative Sentiment: Independent coverage highlights a trial miss — reporting on the IBD trial outcome underscores execution risk and likely near‑term pressure on sentiment until clearer data or program pivots are provided. Johnson and Johnson advances IBD therapy, despite trial miss

Johnson & Johnson Price Performance

Johnson & Johnson stock opened at $222.37 on Friday. The stock has a market capitalization of $535.30 billion, a price-to-earnings ratio of 25.71, a PEG ratio of 2.20 and a beta of 0.27. Johnson & Johnson has a 52-week low of $146.12 and a 52-week high of $251.71. The company has a debt-to-equity ratio of 0.46, a quick ratio of 0.77 and a current ratio of 1.03. The stock's 50 day moving average price is $237.59 and its two-hundred day moving average price is $220.58.

Johnson & Johnson (NYSE:JNJ - Get Free Report) last posted its quarterly earnings results on Tuesday, April 14th. The company reported $2.70 earnings per share 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 business had revenue of $24.06 billion for the quarter, compared to the consensus estimate of $23.60 billion. During the same period in the prior year, the business earned $2.77 EPS. The firm's revenue for the quarter 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, equities analysts predict that Johnson & Johnson will post 11.57 earnings per share for the current year.

Johnson & Johnson Increases Dividend

The firm also recently announced a quarterly dividend, which will be paid on Tuesday, June 9th. Stockholders of record on Tuesday, May 26th will be given a dividend of $1.34 per share. The ex-dividend date of this dividend is Tuesday, May 26th. This is a boost from Johnson & Johnson's previous quarterly dividend of $1.30. This represents a $5.36 annualized dividend and a dividend yield of 2.4%. Johnson & Johnson's payout ratio is presently 60.12%.

Analyst Ratings Changes

A number of analysts have recently commented on the company. Barclays lifted their price target on Johnson & Johnson from $234.00 to $255.00 and gave the company an "equal weight" rating in a research note on Wednesday, April 15th. Royal Bank Of Canada reiterated an "outperform" rating and issued a $265.00 price objective on shares of Johnson & Johnson in a report on Wednesday, April 15th. Wells Fargo & Company boosted their target price on shares of Johnson & Johnson from $240.00 to $263.00 and gave the stock an "overweight" rating in a report on Wednesday, April 15th. TD Cowen initiated coverage on shares of Johnson & Johnson in a research report on Wednesday, April 8th. They issued a "buy" rating and a $250.00 price target for the company. Finally, Weiss Ratings downgraded shares of Johnson & Johnson from a "buy (b+)" rating to a "buy (b)" rating in a research note on Friday, April 24th. Eighteen equities research analysts have rated the stock with a Buy rating and nine have given a Hold rating to the company. According to MarketBeat, the stock presently has a consensus rating of "Moderate Buy" and an average target price of $252.48.

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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