Sen. John Boozman Sells Johnson & Johnson (NYSE:JNJ) Shares

Key Points

• Sen. John Boozman sold Johnson & Johnson shares on March 19, 2026, disclosing a sale valued between $1,001 and $15,000 in a filing made public April 14.
• Johnson & Johnson beat Q1 estimates with $2.70 EPS and $24.06B revenue, raised FY‑2026 EPS guidance to $11.45–11.65, and hiked the quarterly dividend to $1.34 (its 64th consecutive annual increase).
• Analyst sentiment is broadly constructive (consensus "Moderate Buy" and multiple raised price targets), but investor concerns — notably weaker Stelara sales and a drop in free cash flow — add caution to the outlook.

Senator John Boozman (Republican-Arkansas) recently sold shares of Johnson & Johnson NYSE: JNJ. In a filing disclosed on April 14th, the Senator disclosed that they had sold between $1,001 and $15,000 in Johnson & Johnson stock on March 19th.

Senator John Boozman also recently made the following trade(s):

• Sold $1,001 - $15,000 in shares of NYSE: TPYP on 3/20/2026.
• Purchased $1,001 - $15,000 in shares of State Street SPDR Portfolio S&P 500 ETF NYSEARCA: SPYM on 3/20/2026.
• Sold $15,001 - $50,000 in shares of JPMorgan BetaBuilders Europe ETF BATS: BBEU on 3/19/2026.
• Purchased $1,001 - $15,000 in shares of NVIDIA NASDAQ: NVDA on 3/19/2026.
• Purchased $1,001 - $15,000 in shares of Vanguard FTSE Developed Markets ETF NYSEARCA: VEA on 3/19/2026.
• Purchased $1,001 - $15,000 in shares of First Trust Global Tactical Commodity Strategy Fund NASDAQ: FTGC on 3/19/2026.
• Purchased $1,001 - $15,000 in shares of Ares Management NYSE: ARES on 3/13/2026.
• Purchased $1,001 - $15,000 in shares of Microsoft NASDAQ: MSFT on 3/5/2026.
• Sold $1,001 - $15,000 in shares of Applied Materials NASDAQ: AMAT on 2/27/2026.
• Purchased $1,001 - $15,000 in shares of NetApp NASDAQ: NTAP on 2/27/2026.

Johnson & Johnson Price Performance

Shares of JNJ opened at $240.14 on Wednesday. The stock has a 50 day simple moving average of $241.58 and a 200 day simple moving average of $216.38. 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 0.48, a quick ratio of 0.77 and a current ratio of 1.03. The firm has a market capitalization of $578.40 billion, a PE ratio of 21.73, a P/E/G ratio of 2.37 and a beta of 0.34.

Johnson & Johnson (NYSE:JNJ - Get Free Report) last announced its earnings results on Tuesday, April 14th. The company reported $2.70 EPS for the quarter, topping the consensus estimate of $2.68 by $0.02. The firm had revenue of $24.06 billion for the quarter, compared to the consensus estimate of $23.60 billion. Johnson & Johnson had a net margin of 28.46% and a return on equity of 33.04%. The business's quarterly revenue was up 9.9% on a year-over-year basis. During the same period last year, the company posted $2.77 EPS. Johnson & Johnson has set its FY 2026 guidance at 11.450-11.650 EPS. Sell-side analysts predict that Johnson & Johnson will post 10.58 EPS for the current fiscal year.

Johnson & Johnson Increases Dividend

The firm also recently disclosed a quarterly dividend, which will be paid on Tuesday, June 9th. Investors of record on Tuesday, May 26th will be given a $1.34 dividend. The ex-dividend date is Tuesday, May 26th. This represents a $5.36 annualized dividend and a dividend yield of 2.2%. This is a boost from Johnson & Johnson's previous quarterly dividend of $1.30. Johnson & Johnson's payout ratio is presently 47.06%.

Analyst Upgrades and Downgrades

A number of equities research analysts recently commented on the stock. JPMorgan Chase & Co. raised their price objective on shares of Johnson & Johnson from $225.00 to $250.00 and gave the stock a "neutral" rating in a report on Thursday, March 5th. Sanford C. Bernstein increased their target price on Johnson & Johnson from $208.00 to $225.00 and gave the stock a "market perform" rating in a report on Friday, January 23rd. Wells Fargo & Company lifted their price target on Johnson & Johnson from $230.00 to $240.00 and gave the company an "overweight" rating in a research note on Thursday, January 22nd. Guggenheim boosted their price target on Johnson & Johnson from $240.00 to $244.00 and gave the company a "buy" rating in a report on Tuesday, April 7th. Finally, Stifel Nicolaus increased their price objective on Johnson & Johnson from $205.00 to $220.00 and gave the stock a "hold" rating in a report on Thursday, January 22nd. One equities research analyst has rated the stock with a Strong Buy rating, seventeen have given a Buy rating and nine have given a Hold rating to the stock. Based on data from MarketBeat, the stock currently has a consensus rating of "Moderate Buy" and an average target price of $238.17.

Key Headlines Impacting Johnson & Johnson

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

• Positive Sentiment: Q1 beat and raised FY guidance — J&J reported Q1 revenue of $24.06B and EPS of $2.70 (above estimates) and updated FY26 EPS guidance to the mid‑range (~$11.45–11.65) while nudging revenue targets higher, which underpins today’s bullish move. Johnson & Johnson reports Q1 2026 results, raises 2026 outlook
• Positive Sentiment: Dividend raise — the board increased the quarterly payout to $1.34 (3.1% increase), marking J&J’s 64th consecutive annual increase; this strengthens the stock’s appeal to income investors. Johnson & Johnson Announces 64th Consecutive Year of Dividend Increase; Raises Quarterly Dividend by 3.1%
• Positive Sentiment: Product momentum — strong sales for oncology drug Darzalex, Tremfya and faster‑growing Spravato (esketamine) support top‑line strength and helped offset other weakness. J&J's first-quarter profit beats estimates even as Stelara sales disappoint
• Neutral Sentiment: Analyst and market reaction is mixed — several bullish writeups and a raised price target contrast with cautious notes about the guidance nuance; this is supporting constructive but measured investor interest. Johnson & Johnson Price Target Raised to $267.00
• Neutral Sentiment: Broader sector signal — J&J’s beat is being read as a positive indicator for healthcare ETFs and peers, so flows into the sector may influence JNJ momentum. What Johnson & Johnson Earnings Signal for Healthcare ETFs
• Negative Sentiment: Stelara decline and cash‑flow softness — a steep drop in Stelara sales and a reported fall in free cash flow are offsets investors are watching; these were cited as reasons for an early intraday pullback in some coverage. Johnson & Johnson Q1 Performance: Cancer Drug Revenue Grows, Free Cash Flow Falls, Hikes Dividend
• Negative Sentiment: Guidance nuance — some outlets flagged the sales/growth outlook as modest versus high investor expectations, which can cap upside until the company proves sustained acceleration. Johnson & Johnson Earnings: JNJ Stock Slips on Modest 2026 Sales Forecast despite Q1 Beat

Institutional Investors Weigh In On Johnson & Johnson

Several large investors have recently made changes to their positions in JNJ. AustralianSuper Pty Ltd boosted its position in shares of Johnson & Johnson by 632.0% in the third quarter. AustralianSuper Pty Ltd now owns 89,183 shares of the company's stock valued at $16,536,000 after acquiring an additional 77,000 shares during the period. J.W. Cole Advisors Inc. raised its stake in Johnson & Johnson by 2.2% in the 3rd quarter. J.W. Cole Advisors Inc. now owns 130,934 shares of the company's stock worth $24,278,000 after purchasing an additional 2,769 shares in the last quarter. Guinness Asset Management LTD boosted its holdings in Johnson & Johnson by 0.4% in the 3rd quarter. Guinness Asset Management LTD now owns 1,383,195 shares of the company's stock valued at $251,216,000 after purchasing an additional 5,994 shares during the period. Greenberg Financial Group bought a new stake in Johnson & Johnson in the 4th quarter valued at about $954,000. Finally, National Pension Service grew its position in shares of Johnson & Johnson by 3.2% during the 3rd quarter. National Pension Service now owns 4,926,569 shares of the company's stock worth $913,484,000 after purchasing an additional 151,707 shares in the last quarter. Institutional investors and hedge funds own 69.55% of the company's stock.

Insider Buying and Selling

In other news, EVP Vanessa Broadhurst sold 6,197 shares of Johnson & Johnson stock in a transaction that occurred on 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 completion of the sale, the executive vice president directly owned 23,003 shares in the company, valued at approximately $5,598,700.17. The trade was a 21.22% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this link. Also, EVP Timothy Schmid sold 1,322 shares of the stock in a transaction that occurred on Friday, February 20th. The stock was sold at an average price of $245.66, for a total value of $324,762.52. Following the sale, the executive vice president directly owned 25,447 shares in the company, valued at $6,251,310.02. This represents a 4.94% decrease in their position. The SEC filing for this sale provides additional information. Over the last quarter, insiders sold 30,142 shares of company stock valued at $7,360,528. 0.16% of the stock is owned by company insiders.

About Senator Boozman

John Boozman (Republican Party) is a member of the U.S. Senate from Arkansas. He assumed office on January 3, 2011. His current term ends on January 3, 2029. Boozman (Republican Party) ran for re-election to the U.S. Senate to represent Arkansas. He won in the general election on November 8, 2022. Boozman won re-election in 2016. He faced Democrat Conner Eldridge, Libertarian Frank Gilbert, and write-in candidate Jason Tate in the general election. Arkansas' U.S. Senate race was rated as safely Republican in 2016. Boozman began his political career in the U.S. House. He won a special election in 2001 and served in that position until his election to the Senate in 2010. Prior to his political career, Boozman worked as an optometrist. As of a 2014 analysis of multiple outside rankings, Boozman is an average Republican member of Congress, meaning he will vote with the Republican Party on the majority of bills. Below is an abbreviated outline of Boozman's academic, professional, and political career: 2011-Present: U.S. Senator from Arkansas 2001-2011: U.S. Representative from Arkansas 1977: Graduated from Southern College of Optometry

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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