XML Financial LLC Sells 2,209 Shares of Johnson & Johnson $JNJ

XML Financial LLC cut its stake in shares of Johnson & Johnson (NYSE:JNJ) by 3.5% during the 2nd quarter, Holdings Channel reports. The institutional investor owned 60,680 shares of the company’s stock after selling 2,209 shares during the quarter. Johnson & Johnson comprises approximately 1.1% of XML Financial LLC’s investment portfolio, making the stock its 19th largest holding. XML Financial LLC’s holdings in Johnson & Johnson were worth $15,411,000 at the end of the most recent reporting period.

Other institutional investors and hedge funds also recently made changes to their positions in the company. Brighton Jones LLC boosted its holdings 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 acquiring an additional 6,332 shares during the last quarter. United Bank raised its holdings in Johnson & Johnson by 110.7% during the 1st quarter. United Bank now owns 9,279 shares of the company’s stock worth $1,539,000 after purchasing an additional 4,876 shares during the last quarter. Sivia Capital Partners LLC lifted its position in shares of Johnson & Johnson by 13.4% in the 2nd quarter. Sivia Capital Partners LLC now owns 5,863 shares of the company’s stock worth $896,000 after purchasing an additional 692 shares during the period. Wealth Group Ltd. lifted its position in shares of Johnson & Johnson by 12.8% in the 2nd quarter. Wealth Group Ltd. now owns 1,482 shares of the company’s stock worth $226,000 after purchasing an additional 168 shares during the period. Finally, Schnieders Capital Management LLC. boosted its stake in shares of Johnson & Johnson by 9.8% in the 2nd quarter. Schnieders Capital Management LLC. now owns 73,680 shares of the company’s stock valued at $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 Trading Up 0.8%

NYSE:JNJ opened at $273.19 on Thursday. Johnson & Johnson has a 12 month low of $173.33 and a 12 month high of $276.47. The company has a current ratio of 1.09, a quick ratio of 0.81 and a debt-to-equity ratio of 0.44. The stock has a market capitalization of $658.37 billion, a price-to-earnings ratio of 31.66, a PEG ratio of 2.59 and a beta of 0.24. The firm has a fifty day simple moving average of $253.89 and a two-hundred day simple moving average of $242.23.

Johnson & Johnson (NYSE:JNJ) last announced its quarterly earnings data on Wednesday, July 15th. The company reported $2.90 earnings per share for the quarter, beating the consensus estimate of $2.84 by $0.06. The firm had revenue of $25.31 billion for the quarter, compared to analyst estimates of $25.06 billion. Johnson & Johnson had a net margin of 21.48% and a return on equity of 32.42%. The business’s quarterly revenue was up 6.6% compared to the same quarter last year. During the same quarter in the prior year, the business earned $2.77 earnings per share. Johnson & Johnson has set its FY 2026 guidance at 11.600-11.750 EPS. Analysts expect that Johnson & Johnson will post 11.61 EPS for the current fiscal year.

Johnson & Johnson Announces Dividend

The company also recently declared a quarterly dividend, which will be paid on Tuesday, September 8th. Shareholders of record on Tuesday, August 25th will be issued a $1.34 dividend. The ex-dividend date is Tuesday, August 25th. This represents a $5.36 annualized dividend and a yield of 2.0%. Johnson & Johnson’s dividend payout ratio is presently 62.11%.

Johnson & Johnson News Summary

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

• Positive Sentiment: Strong earnings and higher guidance remain key catalysts. Second-quarter revenue rose 6.6% to $25.31 billion, exceeding estimates, while adjusted EPS of $2.90 topped the $2.84 consensus. Management also raised its 2026 outlook, reinforcing confidence in near-term earnings growth. Johnson & Johnson Stock Jumps as Healthcare Rotation Lifts Shares
• Positive Sentiment: FDA clearance expands JNJ’s medical-technology opportunity. The company received authorization for MONARCH QUEST 3, an AI-powered software upgrade adding 3D imaging, planning, and navigation capabilities to its robotic bronchoscopy platform. The development supports JNJ’s broader push into robotic surgery and advanced diagnostics. Johnson & Johnson Expands Robotic Bronchoscopy Push
• Positive Sentiment: Analysts continue to favor JNJ as a defensive growth and income stock. Several analysts maintain Buy or Strong Buy views, citing immunology and neuroscience medicines as potential growth engines that can help offset Stelara’s loss of exclusivity. JNJ’s 64-year record of dividend increases and recent quarterly payout of $1.34 also support its appeal to income-focused investors. Analysts Favor Dividend Aristocrats JNJ and LIN
• Neutral Sentiment: Above-average call-option activity points to increased short-term bullish positioning, but options flows may also increase volatility and are not a substitute for fundamental demand.
• Negative Sentiment: Executive Vice President Jennifer Taubert sold 15,000 shares for approximately $3.95 million, reducing her holdings by 7.16%. Continued insider selling by multiple executives could weigh modestly on sentiment, although the transaction does not by itself indicate weakening business conditions. SEC insider transaction filing

Wall Street Analysts Forecast Growth

JNJ has been the subject of a number of analyst reports. TD Cowen lifted their target price on shares of Johnson & Johnson from $250.00 to $300.00 and gave the stock a “buy” rating in a research note on Monday, July 13th. Guggenheim upped their price target on shares of Johnson & Johnson from $270.00 to $287.00 and gave the company a “buy” rating in a research report on Thursday, August 6th. Scotiabank reiterated an “outperform” rating and set a $305.00 price target on shares of Johnson & Johnson in a report on Thursday, July 16th. Citigroup boosted their price objective on Johnson & Johnson from $285.00 to $298.00 and gave the company a “buy” rating in a research note on Wednesday, July 8th. Finally, Weiss Ratings upgraded Johnson & Johnson from a “buy (b-)” rating to a “buy (b)” rating in a research report on Friday, July 24th. One investment analyst has rated the stock with a Strong Buy rating, eighteen have given a Buy rating and six have assigned a Hold rating to the company. According to data from MarketBeat.com, the stock has a consensus rating of “Moderate Buy” and an average target price of $268.22.

Insider Transactions at Johnson & Johnson

In related news, EVP Jennifer L. Taubert sold 15,000 shares of the stock in a transaction 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 transaction, the executive vice president directly 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 available at this link. Also, EVP Elizabeth Forminard sold 15,918 shares of the business’s stock in a transaction on Thursday, August 6th. The shares were sold at an average price of $257.00, for a total transaction of $4,090,926.00. Following the sale, the executive vice president owned 16,994 shares of the company’s stock, valued at $4,367,458. This trade represents a 48.37% decrease in their position. The SEC filing for this sale provides additional information. Over the last ninety days, insiders sold 63,972 shares of company stock worth $16,245,605. 0.16% of the stock is currently owned by insiders.

Johnson & Johnson 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.