Insider Selling: Johnson & Johnson (NYSE:JNJ) EVP Sells $3,950,400.00 in Stock

Key Points

• Johnson & Johnson EVP Jennifer Taubert sold 15,000 shares for approximately $3.95 million, reducing her position by 7.16% while retaining 194,451 shares.
• J&J reported quarterly revenue of $25.31 billion, up 6.6% year over year, and adjusted EPS of $2.90, exceeding analysts’ $2.84 estimate. Shares recently traded near $271, close to their 52-week high of $274.90.
• The company declared a quarterly dividend of $1.34 per share, equal to an annualized $5.36 and a 2.0% yield; analysts maintain a consensus “Moderate Buy” rating with an average price target of $268.22.

Johnson & Johnson (NYSE:JNJ - Get Free Report) EVP Jennifer Taubert sold 15,000 shares of Johnson & Johnson stock in a transaction on Monday, August 17th. The stock was sold at an average price of $263.36, for a total transaction of $3,950,400.00. Following the completion of the transaction, the executive vice president owned 194,451 shares in the company, valued at $51,210,615.36. This trade represents a 7.16% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this link.

Johnson & Johnson Stock Performance

JNJ stock traded up $8.68 during mid-day trading on Tuesday, reaching $271.05. 7,835,099 shares of the stock traded hands, compared to its average volume of 8,287,332. The firm has a market capitalization of $653.20 billion, a PE ratio of 31.41, a P/E/G ratio of 2.48 and a beta of 0.24. The business has a 50-day moving average of $252.52 and a two-hundred day moving average of $241.60. Johnson & Johnson has a 52 week low of $173.33 and a 52 week high of $274.90. The company has a quick ratio of 0.81, a current ratio of 1.09 and a debt-to-equity ratio of 0.44.

Johnson & Johnson (NYSE:JNJ - Get Free Report) last posted its quarterly earnings data on Wednesday, July 15th. The company reported $2.90 earnings per share for the quarter, topping the consensus estimate of $2.84 by $0.06. The business had revenue of $25.31 billion during the quarter, compared to analysts' expectations of $25.06 billion. Johnson & Johnson had a return on equity of 32.42% and a net margin of 21.48%.The firm's revenue was up 6.6% compared to the same quarter last year. During the same quarter in the previous year, the firm earned $2.77 EPS. Johnson & Johnson has set its FY 2026 guidance at 11.600-11.750 EPS. As a group, equities analysts predict that Johnson & Johnson will post 11.61 EPS for the current fiscal year.

Johnson & Johnson Announces Dividend

The business also recently announced a quarterly dividend, which will be paid on Tuesday, September 8th. Investors of record on Tuesday, August 25th will be given a dividend of $1.34 per share. The ex-dividend date of this dividend is Tuesday, August 25th. This represents a $5.36 dividend on an annualized basis and a yield of 2.0%. Johnson & Johnson's payout ratio is 62.11%.

Hedge Funds Weigh In On Johnson & Johnson

A number of institutional investors have recently bought and sold shares of the business. Brighton Jones LLC boosted its position in Johnson & Johnson by 13.9% in the fourth quarter. Brighton Jones LLC now owns 51,876 shares of the company's stock valued at $7,502,000 after buying an additional 6,332 shares in the last quarter. United Bank raised its position in Johnson & Johnson by 110.7% in the first quarter. United Bank now owns 9,279 shares of the company's stock valued at $1,539,000 after purchasing an additional 4,876 shares during the last quarter. Sivia Capital Partners LLC boosted its stake in shares of Johnson & Johnson by 13.4% during the second quarter. Sivia Capital Partners LLC now owns 5,863 shares of the company's stock valued at $896,000 after purchasing an additional 692 shares in the last quarter. Wealth Group Ltd. boosted its stake in shares of Johnson & Johnson by 12.8% during the second quarter. Wealth Group Ltd. now owns 1,482 shares of the company's stock valued at $226,000 after purchasing an additional 168 shares in the last quarter. Finally, Schnieders Capital Management LLC. grew its holdings in shares of Johnson & Johnson by 9.8% during the second quarter. Schnieders Capital Management LLC. now owns 73,680 shares of the company's stock worth $11,255,000 after purchasing an additional 6,584 shares during the last quarter. Institutional investors and hedge funds own 69.55% of the company's stock.

Johnson & Johnson News Roundup

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

• Positive Sentiment: J&J reported second-quarter sales of $25.31 billion, up 6.6% year over year, while adjusted EPS of $2.90 exceeded analysts’ $2.84 consensus. Management also raised its 2026 outlook, reinforcing confidence in near-term earnings growth. Johnson & Johnson Stock Jumps 3% as Healthcare Rotation Lifts Shares
• Positive Sentiment: The FDA cleared the AI-powered MONARCH QUEST 3 bronchoscopy system. The updated platform adds robotic visualization, airway-access capabilities, AI-assisted planning and imaging support, potentially expanding J&J’s presence in advanced lung diagnostics. J&J secures FDA clearance for MONARCH QUEST 3 bronchoscopy system
• Positive Sentiment: Investors are increasingly viewing immunology and neuroscience as growth engines. New products in these areas could help offset the loss of exclusivity for blockbuster drug Stelara and reduce reliance on mature pharmaceutical franchises. J&J's New Growth Powerhouses: Immunology and Neuroscience
• Positive Sentiment: Options activity was notably bullish, with traders purchasing 34,603 call contracts—about 29% above the average call volume—indicating increased speculative interest in further gains.
• Neutral Sentiment: Recent FDA progress for J&J’s broader robotic-surgery portfolio, including the OTTAVA system, strengthens the long-term MedTech narrative, although commercial adoption and competitive positioning remain unproven.
• Negative Sentiment: Quiver data shows 21 insider sales and no insider purchases over the past six months. These transactions may reflect compensation or diversification, but the lack of buying is a modest sentiment headwind.

Wall Street Analysts Forecast Growth

JNJ has been the topic of several research analyst reports. HSBC set a $290.00 price target on shares of Johnson & Johnson and gave the stock a "buy" rating in a research report on Monday, July 6th. Wells Fargo & Company raised their target price on Johnson & Johnson from $272.00 to $282.00 and gave the stock an "overweight" rating in a research report on Monday, August 3rd. Leerink Partners raised Johnson & Johnson from a "market perform" rating to an "outperform" rating and set a $265.00 target price for the company in a report on Wednesday, May 13th. Wall Street Zen cut shares of Johnson & Johnson from a "buy" rating to a "hold" rating in a research report on Saturday, August 1st. Finally, Bank of America lifted their price objective on Johnson & Johnson from $254.00 to $263.00 and gave the company a "neutral" rating in a research report on Friday, July 10th. One research analyst has rated the stock with a Strong Buy rating, eighteen have given a Buy rating and six have given a Hold rating to the company's stock. According to data from MarketBeat.com, the company presently has a consensus rating of "Moderate Buy" and an average price target of $268.22.

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.

This instant news alert was generated by narrative science technology and financial data from MarketBeat in order to provide readers with the fastest reporting and unbiased coverage. Please send any questions or comments about this story to contact@marketbeat.com.

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