Whittier Trust Co. of Nevada Inc. Sells 2,704 Shares of Johnson & Johnson $JNJ

Whittier Trust Co. of Nevada Inc. trimmed its position in Johnson & Johnson (NYSE:JNJ) by 2.1% during the fourth quarter, Holdings Channel reports. The firm owned 128,360 shares of the company’s stock after selling 2,704 shares during the quarter. Whittier Trust Co. of Nevada Inc.’s holdings in Johnson & Johnson were worth $26,287,000 as of its most recent filing with the SEC.

A number of other institutional investors and hedge funds also recently modified their holdings of JNJ. Capital International Investors raised its holdings 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 purchasing an additional 3,266,354 shares during the period. Amundi raised its holdings in shares of Johnson & Johnson by 19.3% in the 3rd quarter. Amundi now owns 13,354,936 shares of the company’s stock valued at $2,512,719,000 after purchasing an additional 2,163,838 shares during the period. Marshall Wace LLP raised its holdings in shares of Johnson & Johnson by 126.3% in the 3rd quarter. Marshall Wace LLP now owns 3,584,162 shares of the company’s stock valued at $664,575,000 after purchasing an additional 2,000,609 shares during the period. Danske Bank A S bought a new stake in shares of Johnson & Johnson in the 3rd quarter valued at about $367,467,000. Finally, Wellington Management Group LLP raised its holdings in shares of Johnson & Johnson by 3.8% in the 3rd quarter. Wellington Management Group LLP now owns 25,832,777 shares of the company’s stock valued at $4,789,914,000 after purchasing an additional 956,239 shares during the period. 69.55% of the stock is owned by institutional investors.

Key Stories Impacting Johnson & Johnson

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

• Positive Sentiment: Guggenheim raised its price target to $266 and reiterated a Buy after JNJ’s Q1 results, citing upside from the Icotyde program and model updates — a bullish analyst call that supports upside to the stock. Guggenheim Raises JNJ Target
• Positive Sentiment: Q1 beat-and-raise: J&J reported revenue of ~$24.1B and EPS above estimates, and raised FY guidance — results and guidance lift confidence in Innovative Medicines and MedTech execution. How to Play J&J Post Q1 Beat-and-Raise
• Positive Sentiment: New MedTech clinical data for the TECNIS PureSee IOL at ASCRS reinforces product adoption and supports MedTech valuation — a tangible commercial/clinical tailwind for that segment. MedTech Data Sparks Fresh Look
• Neutral Sentiment: Inclusion/flow signals: coverage noting JNJ’s positioning in Russell 1000 growth indexes could produce modest passive flows, but this is a gradual impact rather than an immediate price mover. Russell 1000 Growth Signals
• Neutral Sentiment: Dividend & investor interest: JNJ appears on lists of high‑dividend picks (Ray Dalio lists) and dividend‑income roundups, supporting demand from income investors but not an immediate catalyst. JNJ Among High Dividend Picks
• Neutral Sentiment: Analyst landscape: mixed/upward target revisions — median targets near $250 and several buy/overweight calls lift medium‑term sentiment but vary by firm. QuiverQuant Earnings Opinions
• Negative Sentiment: Significant insider selling: multiple senior executives sold shares in recent months (Quiver data), which can sap sentiment and create short‑term selling pressure despite company results. Insider Trading & Sentiment
• Negative Sentiment: Stelara LOE remains a multi‑quarter structural headwind referenced in commentary — while pipeline gains offset some impact, patent erosion risk is a longer‑term margin pressure for Innovative Medicines. Stelara LOE Discussion

Insider Buying and Selling

In other Johnson & Johnson news, EVP Vanessa Broadhurst sold 6,197 shares of the stock in a transaction that occurred on Tuesday, February 17th. The shares were sold at an average price of $243.39, for a total transaction of $1,508,287.83. Following the transaction, the executive vice president owned 23,003 shares in the company, valued at $5,598,700.17. This represents a 21.22% decrease in their position. The sale was disclosed in a document filed with the SEC, which is available at this hyperlink. Also, EVP Timothy Schmid sold 22,623 shares of the stock in a transaction that occurred on Wednesday, February 18th. The stock was sold at an average price of $244.33, for a total transaction of $5,527,477.59. Following the transaction, the executive vice president owned 26,769 shares in the company, valued at approximately $6,540,469.77. The trade was a 45.80% decrease in their position. The disclosure for this sale is available in the SEC filing. In the last 90 days, insiders have sold 30,142 shares of company stock worth $7,360,528. Company insiders own 0.16% of the company’s stock.

Johnson & Johnson Stock Performance

Shares of NYSE:JNJ opened at $230.51 on Tuesday. The company’s 50 day moving average price is $241.32 and its two-hundred day moving average price is $217.78. Johnson & Johnson has a 12-month low of $146.12 and a 12-month high of $251.71. The firm has a market cap of $555.21 billion, a PE ratio of 26.65, a PEG ratio of 2.29 and a beta of 0.34. The company has a quick ratio of 0.77, a current ratio of 1.03 and a debt-to-equity ratio of 0.48.

Johnson & Johnson (NYSE:JNJ) last announced its earnings results on Tuesday, April 14th. The company reported $2.70 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $2.68 by $0.02. Johnson & Johnson had a net margin of 21.83% and a return on equity of 32.75%. The firm had revenue of $24.06 billion for the quarter, compared to analyst estimates of $23.60 billion. During the same quarter in the prior year, the business posted $2.77 EPS. The business’s revenue was up 9.9% compared to the same quarter last year. Johnson & Johnson has set its FY 2026 guidance at 11.450-11.650 EPS. Equities research 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. Shareholders of record on Tuesday, May 26th will be given a dividend of $1.34 per share. This represents a $5.36 dividend on an annualized basis and a dividend yield of 2.3%. The ex-dividend date is Tuesday, May 26th. This is a boost from Johnson & Johnson’s previous quarterly dividend of $1.30. Johnson & Johnson’s dividend payout ratio (DPR) is currently 60.12%.

Wall Street Analyst Weigh In

A number of equities research analysts have recently issued reports on JNJ shares. Guggenheim upped their target price on shares of Johnson & Johnson from $244.00 to $266.00 and gave the company a “buy” rating in a report on Monday. Argus upped their target price on shares of Johnson & Johnson from $240.00 to $275.00 and gave the company a “buy” rating in a report on Thursday, April 16th. Leerink Partners upped their price target on shares of Johnson & Johnson from $232.00 to $252.00 and gave the company a “market perform” rating in a research note on Wednesday, April 15th. Sanford C. Bernstein upped their price target on shares of Johnson & Johnson from $225.00 to $251.00 and gave the company a “market perform” rating in a research note on Wednesday, April 15th. Finally, Weiss Ratings reiterated a “buy (b)” rating on shares of Johnson & Johnson in a research note on Wednesday, January 28th. One research analyst has rated the stock with a Strong Buy rating, eighteen have assigned a Buy rating and nine have given a Hold rating to the company. According to MarketBeat, Johnson & Johnson presently has a consensus rating of “Moderate Buy” and an average price target 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.