Johnson & Johnson $JNJ Shares Sold by Moran Wealth Management LLC

Moran Wealth Management LLC lessened its stake in Johnson & Johnson (NYSE:JNJ) by 2.3% during the second quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The fund owned 88,810 shares of the company’s stock after selling 2,093 shares during the quarter. Moran Wealth Management LLC’s holdings in Johnson & Johnson were worth $22,555,000 at the end of the most recent quarter.

Several other large investors have also made changes to their positions in the company. Silver Coast Investments LLC increased its stake in Johnson & Johnson by 3.8% during the second quarter. Silver Coast Investments LLC now owns 1,066 shares of the company’s stock worth $271,000 after acquiring an additional 39 shares during the last quarter. Townsend Asset Management Corp NC ADV grew its holdings in shares of Johnson & Johnson by 0.6% during the 2nd quarter. Townsend Asset Management Corp NC ADV now owns 6,418 shares of the company’s stock worth $1,630,000 after purchasing an additional 39 shares during the period. Sierra Capital LLC grew its holdings in shares of Johnson & Johnson by 0.5% during the 4th quarter. Sierra Capital LLC now owns 8,144 shares of the company’s stock worth $1,685,000 after purchasing an additional 41 shares during the period. Beaird Harris Wealth Management LLC increased its position in Johnson & Johnson by 1.8% during the 4th quarter. Beaird Harris Wealth Management LLC now owns 2,422 shares of the company’s stock worth $501,000 after purchasing an additional 42 shares in the last quarter. Finally, Ballast Advisors LLC raised its holdings in Johnson & Johnson by 1.2% in the first quarter. Ballast Advisors LLC now owns 3,598 shares of the company’s stock valued at $879,000 after buying an additional 42 shares during the period. 69.55% of the stock is owned by hedge funds and other institutional investors.

Analyst Upgrades and Downgrades

Several equities research analysts have issued reports on JNJ shares. Royal Bank Of Canada boosted their price objective on shares of Johnson & Johnson from $265.00 to $287.00 and gave the stock an “outperform” rating in a research note on Monday, July 13th. Stifel Nicolaus set a $260.00 price target on shares of Johnson & Johnson in a research report on Wednesday, July 15th. Morgan Stanley increased their price target on Johnson & Johnson from $284.00 to $294.00 and gave the company an “overweight” rating in a report on Thursday, July 16th. Weiss Ratings raised Johnson & Johnson from a “buy (b-)” rating to a “buy (b)” rating in a research report on Friday, July 24th. Finally, The Goldman Sachs Group restated a “buy” rating and set a $282.00 price objective on shares of Johnson & Johnson in a research note on Thursday, July 16th. One investment analyst has rated the stock with a Strong Buy rating, eighteen have assigned a Buy rating and six have given a Hold rating to the stock. According to data from MarketBeat.com, the company currently has an average rating of “Moderate Buy” and a consensus price target of $268.22.

Trending Headlines about Johnson & Johnson

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

• Positive Sentiment: The FDA approved Imaavy as the first treatment specifically indicated for warm autoimmune hemolytic anemia (wAIHA). The approval expands J&J’s rare-disease portfolio and supports management’s longer-term goal of reaching approximately $5 billion in peak Imaavy sales, although the initial patient population is limited. J&J’s Imaavy Gets FDA Approval as the First Treatment for wAIHA
• Positive Sentiment: J&J also received European approval to expand the Tecvayli cancer-treatment combination, strengthening its oncology pipeline and adding to the company’s specialized-medicine growth strategy. Johnson & Johnson Stock: Surge as FDA Approval and European Cancer Treatment Expansion Drive Market Attention
• Positive Sentiment: Recent coverage remains favorable on J&J’s dividend and operating momentum. The company recently exceeded quarterly earnings and revenue expectations, raised its 2026 outlook, and analysts cited growth in medicines outside the STELARA franchise as evidence that the patent expiration risk may be manageable. I Think Johnson & Johnson Is the Best Dividend Stock to Buy Right Now
• Neutral Sentiment: At roughly $270 per share and near its 52-week high, J&J has already gained substantially over the past year. Some analysts see further upside from its growing Innovative Medicine portfolio, while others view the current valuation as limiting near-term gains. How Much Upside Is Left in JNJ Stock?
• Negative Sentiment: Investors remain concerned about the STELARA patent cliff and whether new products can fully offset declining sales. The recently approved Imaavy is strategically important but may not materially change J&J’s valuation immediately because wAIHA is a rare condition.
• Negative Sentiment: Ongoing talc litigation continues to weigh on sentiment. A Louisiana jury recently awarded $10 million in a mesothelioma case, with J&J assigned a portion of the liability, highlighting the possibility of additional legal costs despite proposed settlement efforts. Does Louisiana’s US$10 Million Talc Verdict Shift the Legal Risk Bull Case For Johnson & Johnson?

Johnson & Johnson Stock Performance

NYSE:JNJ opened at $270.43 on Thursday. The firm has a 50-day moving average of $257.32 and a two-hundred day moving average of $243.59. The company has a debt-to-equity ratio of 0.44, a current ratio of 1.09 and a quick ratio of 0.81. The stock has a market cap of $651.71 billion, a P/E ratio of 31.34, a PEG ratio of 2.61 and a beta of 0.24. Johnson & Johnson has a 1-year low of $173.33 and a 1-year high of $276.47.

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

Johnson & Johnson Dividend Announcement

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

Insiders Place Their Bets

In other news, EVP Jennifer L. 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 transaction of $3,950,400.00. Following the completion of the transaction, the executive vice president directly owned 194,451 shares in the company, valued at approximately $51,210,615.36. This represents a 7.16% decrease in their position. The transaction was disclosed in a filing with the SEC, which can be accessed through this hyperlink. Also, EVP Vanessa Broadhurst sold 23,054 shares of the firm’s stock in a transaction that occurred on Monday, July 20th. The stock was sold at an average price of $251.27, for a total transaction of $5,792,778.58. Following the sale, the executive vice president directly owned 23,003 shares of the company’s stock, valued at $5,779,963.81. The trade was a 50.06% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. In the last quarter, insiders sold 63,972 shares of company stock valued at $16,245,605. Company insiders own 0.16% of the company’s stock.

About Johnson & Johnson

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.