Johnson & Johnson $JNJ Stock Sold by Yousif Capital Management LLC

Yousif Capital Management LLC reduced its stake in shares of Johnson & Johnson (NYSE:JNJ) by 1.1% in the 3rd quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The institutional investor owned 266,405 shares of the company’s stock after selling 2,906 shares during the quarter. Johnson & Johnson accounts for 0.8% of Yousif Capital Management LLC’s holdings, making the stock its 17th largest position. Yousif Capital Management LLC’s holdings in Johnson & Johnson were worth $70,528,000 as of its most recent filing with the Securities and Exchange Commission.

A number of other large investors also recently bought and sold shares of the stock. Wellington Management Group LLP increased its holdings in Johnson & Johnson by 12.5% in the second quarter. Wellington Management Group LLP now owns 22,588,696 shares of the company’s stock valued at $5,736,851,000 after buying an additional 2,513,321 shares in the last quarter. Deutsche Bank AG raised its position in shares of Johnson & Johnson by 8.5% in the second quarter. Deutsche Bank AG now owns 15,661,323 shares of the company’s stock worth $3,977,506,000 after acquiring an additional 1,225,676 shares during the period. Amundi raised its position in shares of Johnson & Johnson by 17.5% in the first quarter. Amundi now owns 13,406,820 shares of the company’s stock worth $3,277,163,000 after acquiring an additional 2,001,139 shares during the period. Jupiter Topco LLC purchased a new stake in shares of Johnson & Johnson during the 2nd quarter worth about $1,967,399,000. Finally, Janus Henderson Group PLC boosted its stake in shares of Johnson & Johnson by 1.9% during the 1st quarter. Janus Henderson Group PLC now owns 7,872,478 shares of the company’s stock worth $1,924,323,000 after acquiring an additional 148,497 shares in the last quarter. 69.55% of the stock is owned by institutional investors and hedge funds.

Johnson & Johnson News Summary

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

• Positive Sentiment: Promising prostate-cancer data: Experimental drug JNJ-6143 produced tumor-response rates of roughly 69% to 75% in heavily pretreated patients with advanced prostate cancer. The results support further development of the first-in-class RIPTAC drug, although the evidence remains early-stage. What Do Johnson & Johnson Cancer Trial Wins Mean For Its Stock?
• Positive Sentiment: RYBREVANT expansion potential: A subcutaneous RYBREVANT FASPRO combination generated a 77% overall response rate in first-line treatment of advanced head and neck cancer. The findings support the ongoing Phase 3 OrigAMI-5 trial and could broaden the commercial opportunity for a key oncology franchise. RYBREVANT FASPRO Head and Neck Cancer Results
• Positive Sentiment: ERLEADA showed a meaningful benefit: Johnson & Johnson said using ERLEADA before and after surgery reduced the risk of recurrence or death by 62% versus surgery alone in high-risk localized or locally advanced prostate cancer, potentially supporting broader adoption. ERLEADA Surgical Study Results
• Neutral Sentiment: ETF activity showed net selling of JNJ, but this is generally a short-term trading signal rather than a change in the company’s fundamentals.
• Negative Sentiment: An expected orthopedics merger with Smith & Nephew collapsed over leadership disagreements, removing a potential strategic opportunity. The strong cancer data also comes with clinical and regulatory risks because several programs remain in relatively early development.

Insider Transactions at Johnson & Johnson

In related news, EVP Jennifer Taubert sold 15,000 shares of the stock in a transaction that occurred on Monday, August 17th. The stock was sold at an average price of $263.36, for a total value of $3,950,400.00. Following the completion of the sale, the executive vice president owned 194,451 shares of the company’s stock, valued at approximately $51,210,615.36. This trade represents a 7.16% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through this link. Also, EVP Timothy Schmid sold 33,597 shares of Johnson & Johnson stock in a transaction that occurred on Wednesday, September 2nd. The stock was sold at an average price of $274.74, for a total value of $9,230,439.78. Following the transaction, the executive vice president owned 25,447 shares in the company, valued at approximately $6,991,308.78. The trade was a 56.90% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold a total of 64,515 shares of company stock worth $17,271,766 in the last ninety days. Insiders own 0.16% of the company’s stock.

Johnson & Johnson Stock Up 1.0%

Shares of JNJ opened at $266.38 on Tuesday. The stock has a 50 day moving average price of $265.35 and a 200 day moving average price of $245.32. Johnson & Johnson has a one year low of $184.66 and a one year high of $281.07. The company has a debt-to-equity ratio of 0.44, a quick ratio of 0.74 and a current ratio of 1.02. The stock has a market capitalization of $641.25 billion, a price-to-earnings ratio of 40.36, a PEG ratio of 2.61 and a beta of 0.21.

Johnson & Johnson (NYSE:JNJ) last released its earnings results on Tuesday, October 13th. The company reported $2.59 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $2.53 by $0.06. Johnson & Johnson had a net margin of 16.20% and a return on equity of 31.64%. The business had revenue of $25.40 billion during the quarter, compared to analyst estimates of $25.38 billion. During the same quarter in the prior year, the firm earned $2.80 earnings per share. The company’s revenue for the quarter was up 5.9% compared to the same quarter last year. Johnson & Johnson has set its FY 2026 guidance at 11.050-11.150 EPS. Equities research analysts forecast that Johnson & Johnson will post 11.12 earnings per share for the current fiscal year.

Johnson & Johnson Announces Dividend

The business also recently announced a quarterly dividend, which will be paid on Tuesday, December 8th. Stockholders of record on Tuesday, November 24th will be issued a dividend of $1.34 per share. This represents a $5.36 annualized dividend and a dividend yield of 2.0%. The ex-dividend date is Tuesday, November 24th. Johnson & Johnson’s payout ratio is currently 81.21%.

Wall Street Analyst Weigh In

Several brokerages recently weighed in on JNJ. Wall Street Zen lowered Johnson & Johnson from a “buy” rating to a “hold” rating in a research note on Saturday, August 1st. Citigroup increased their price target on Johnson & Johnson from $298.00 to $303.00 and gave the stock a “buy” rating in a research report on Monday, October 5th. TD Cowen reiterated a “buy” rating on shares of Johnson & Johnson in a research report on Tuesday, October 20th. Argus set a $300.00 price objective on Johnson & Johnson in a report on Wednesday, July 29th. Finally, Sanford C. Bernstein set a $270.00 price objective on Johnson & Johnson in a research report on Thursday, October 15th. One analyst has rated the stock with a Strong Buy rating, seventeen have issued a Buy rating and eight have given a Hold rating to the company’s stock. According to MarketBeat, the stock presently has an average rating of “Moderate Buy” and an average price target of $275.92.

Johnson & Johnson Profile

Johnson & Johnson (NYSE: JNJ) is a global healthcare company headquartered in New Brunswick, New Jersey. Founded in 1886, the company develops and markets products and services for patients, healthcare professionals and institutions worldwide.

Johnson & Johnson operates through two principal segments: Innovative Medicine and MedTech. Innovative Medicine focuses on pharmaceuticals for areas such as immunology, oncology, neuroscience, infectious diseases and cardiovascular conditions.