Bryn Mawr Trust Advisors LLC trimmed its stake in Johnson & Johnson (NYSE:JNJ – Free Report) by 5.6% in the first quarter, HoldingsChannel.com reports. The firm owned 104,464 shares of the company’s stock after selling 6,215 shares during the period. Johnson & Johnson accounts for about 1.2% of Bryn Mawr Trust Advisors LLC’s investment portfolio, making the stock its 13th largest holding. Bryn Mawr Trust Advisors LLC’s holdings in Johnson & Johnson were worth $25,535,000 at the end of the most recent quarter.
Several other hedge funds and other institutional investors have also recently bought and sold shares of JNJ. Bleakley Financial Group LLC grew its position in shares of Johnson & Johnson by 6.1% in the 1st quarter. Bleakley Financial Group LLC now owns 131,874 shares of the company’s stock valued at $32,235,000 after buying an additional 7,534 shares during the last quarter. V2 Financial group LLC raised its position in shares of Johnson & Johnson by 5.5% during the first quarter. V2 Financial group LLC now owns 2,532 shares of the company’s stock worth $619,000 after acquiring an additional 132 shares during the last quarter. Birinyi Associates Inc. acquired a new position in shares of Johnson & Johnson in the first quarter worth approximately $4,162,000. TFR Capital LLC. boosted its holdings in Johnson & Johnson by 219.1% in the first quarter. TFR Capital LLC. now owns 10,670 shares of the company’s stock valued at $2,608,000 after acquiring an additional 7,326 shares during the last quarter. Finally, Chicago Partners Investment Group LLC increased its position in Johnson & Johnson by 13.4% during the 1st quarter. Chicago Partners Investment Group LLC now owns 27,399 shares of the company’s stock valued at $6,195,000 after purchasing an additional 3,229 shares during the period. 69.55% of the stock is owned by institutional investors and hedge funds.
Johnson & Johnson Stock Performance
Shares of JNJ opened at $247.55 on Thursday. Johnson & Johnson has a one year low of $159.80 and a one year high of $269.43. The company has a market cap of $595.90 billion, a PE ratio of 28.62, a P/E/G ratio of 2.42 and a beta of 0.24. The stock has a 50-day moving average of $238.64 and a 200-day moving average of $234.20. 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 Announces Dividend
The company also recently announced a quarterly dividend, which will be paid on Tuesday, September 8th. Investors of record on Tuesday, August 25th will be issued a $1.34 dividend. This represents a $5.36 dividend on an annualized basis and a dividend yield of 2.2%. The ex-dividend date is Tuesday, August 25th. Johnson & Johnson’s dividend payout ratio (DPR) is currently 61.97%.
Insider Transactions at Johnson & Johnson
In other Johnson & Johnson news, EVP Kathryn E. Wengel sold 10,000 shares of the business’s stock in a transaction on Thursday, June 11th. The shares were sold at an average price of $241.15, for a total transaction of $2,411,500.00. Following the completion of the sale, the executive vice president owned 114,288 shares in the company, valued at approximately $27,560,551.20. The trade was a 8.05% decrease in their position. The sale was disclosed in a document filed with the SEC, which can be accessed through the SEC website. Insiders own 0.16% of the company’s stock.
Analysts Set New Price Targets
Several research firms have issued reports on JNJ. Barclays raised their price target on shares of Johnson & Johnson from $234.00 to $255.00 and gave the stock an “equal weight” rating in a report on Wednesday, April 15th. Royal Bank Of Canada increased their price objective on shares of Johnson & Johnson from $265.00 to $287.00 and gave the stock an “outperform” rating in a research report on Monday. Leerink Partners raised shares of Johnson & Johnson from a “market perform” rating to an “outperform” rating and set a $265.00 target price for the company in a research note on Wednesday, May 13th. Weiss Ratings lowered shares of Johnson & Johnson from a “buy (b)” rating to a “buy (b-)” rating in a report on Monday, June 15th. Finally, Wells Fargo & Company increased their price target on Johnson & Johnson from $240.00 to $263.00 and gave the stock an “overweight” rating in a report on Wednesday, April 15th. Twenty equities research analysts have rated the stock with a Buy rating and seven have issued a Hold rating to the stock. According to MarketBeat.com, the stock presently has an average rating of “Moderate Buy” and an average target price of $261.70.
Read Our Latest Analysis on JNJ
Key Headlines Impacting Johnson & Johnson
Here are the key news stories impacting Johnson & Johnson this week:
- Positive Sentiment: JNJ beat Q2 estimates, with EPS of $2.90 and revenue of $25.31 billion, helped by strong pharmaceutical growth from Darzalex, Tremfya and Spravato. Reuters article
- Positive Sentiment: The company raised FY 2026 guidance to EPS of $11.60-$11.75 and revenue of about $100.8 billion-$101.4 billion, signaling management confidence in continued growth. Business Wire article
- Positive Sentiment: Jefferies highlighted Spravato’s strong sales growth as a positive read-through for the broader psychedelic/depression-treatment market, reinforcing the value of J&J’s innovative medicines franchise. Proactive Investors article
- Positive Sentiment: Unusual options activity leaned bullish, with traders buying more JNJ call options than usual, suggesting some expectations for upside after earnings.
- Neutral Sentiment: Johnson & Johnson declared a quarterly dividend of $1.34 per share, underscoring its shareholder-return profile and dividend-king status.
- Neutral Sentiment: Stifel maintained a Hold rating with a $260 price target, reflecting a balanced view after the earnings report. TipRanks article
- Negative Sentiment: Despite the beat-and-raise quarter, the stock slipped because investors appeared underwhelmed relative to elevated expectations and are still weighing MedTech softness and talc-related legal risk. MarketBeat article
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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