Johnson & Johnson $JNJ Shares Sold by Harvest Portfolios Group Inc.

Harvest Portfolios Group Inc. decreased its stake in Johnson & Johnson (NYSE:JNJ) by 4.4% during the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The fund owned 333,145 shares of the company’s stock after selling 15,389 shares during the period. Johnson & Johnson accounts for 1.2% of Harvest Portfolios Group Inc.’s portfolio, making the stock its 20th largest position. Harvest Portfolios Group Inc.’s holdings in Johnson & Johnson were worth $68,944,000 as of its most recent filing with the Securities and Exchange Commission.

Several other hedge funds have also made changes to their positions in the stock. Fideuram Intesa Sanpaolo Private Banking S.P.A. bought a new stake in shares of Johnson & Johnson in the 4th quarter worth approximately $17,446,000. Saranac Partners Ltd boosted its stake in Johnson & Johnson by 10.5% during the 4th quarter. Saranac Partners Ltd now owns 1,637 shares of the company’s stock valued at $339,000 after purchasing an additional 155 shares during the period. Tredje AP fonden boosted its stake in Johnson & Johnson by 28.0% during the 4th quarter. Tredje AP fonden now owns 141,665 shares of the company’s stock valued at $29,318,000 after purchasing an additional 31,014 shares during the period. Handelsbanken Fonder AB boosted its stake in Johnson & Johnson by 4.3% during the 4th quarter. Handelsbanken Fonder AB now owns 1,961,432 shares of the company’s stock valued at $405,918,000 after purchasing an additional 81,225 shares during the period. Finally, Paul R. Ried Financial Group LLC acquired a new position in Johnson & Johnson during the 4th quarter valued at about $247,000. Institutional investors own 69.55% of the company’s stock.

Insider Activity at Johnson & Johnson

In other news, EVP Timothy Schmid sold 1,322 shares of the stock in a transaction on Friday, February 20th. The stock was sold at an average price of $245.66, for a total transaction of $324,762.52. Following the completion of the sale, the executive vice president owned 25,447 shares in the company, valued at approximately $6,251,310.02. This represents a 4.94% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through this hyperlink. Company insiders own 0.16% of the company’s stock.

Johnson & Johnson News Roundup

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

• Positive Sentiment: Johnson & Johnson launched its next-generation Shockwave C2 Aero Coronary IVL catheter, a new cardiovascular product that could support future sales growth in the medtech segment. Johnson And Johnson Catheter Launch Adds New Angle To JNJ Valuation
• Positive Sentiment: Analysts at Leerink upgraded Johnson & Johnson to Outperform and raised their price target, citing strong new drug momentum and improving fundamentals. Is Johnson & Johnson (JNJ) One of the Best “Dogs of the Dow” Stocks to Buy for the Rest of 2026?
• Positive Sentiment: Recent coverage highlighted J&J’s expanding pipeline, new drug approvals, and rising cancer-medicine sales, reinforcing the company’s long-term growth story. J&J’s Pipeline Progress & New Drugs Promise Stronger Long-Term Growth
• Positive Sentiment: J&J was also highlighted in dividend-stock and “Dogs of the Dow” pieces, which can attract income-focused buyers looking for stability and yield. These 3 Dividend Stocks Are as Close to a Sure Thing as Investing Gets

Analyst Upgrades and Downgrades

A number of research analysts have issued reports on JNJ shares. Wall Street Zen lowered shares of Johnson & Johnson from a “buy” rating to a “hold” rating in a research note on Saturday, February 14th. Rothschild & Co Redburn boosted their target price on shares of Johnson & Johnson from $180.00 to $210.00 and gave the company a “neutral” rating in a research note on Thursday, February 19th. Wells Fargo & Company boosted their target price on shares of Johnson & Johnson from $240.00 to $263.00 and gave the company an “overweight” rating in a research note on Wednesday, April 15th. Johnson Rice raised Johnson & Johnson from a “hold” rating to an “outperform” rating in a research note on Wednesday, May 13th. Finally, Leerink Partners raised Johnson & Johnson from a “market perform” rating to an “outperform” rating and set a $265.00 price target for the company in a research note on Wednesday, May 13th. Twenty research analysts have rated the stock with a Buy rating and seven have issued a Hold rating to the company’s stock. Based on data from MarketBeat.com, Johnson & Johnson has a consensus rating of “Moderate Buy” and a consensus price target of $253.04.

Johnson & Johnson Price Performance

Shares of Johnson & Johnson stock opened at $229.97 on Wednesday. The company has a current ratio of 1.03, a quick ratio of 0.77 and a debt-to-equity ratio of 0.46. The company’s 50-day moving average price is $234.70 and its two-hundred day moving average price is $222.62. Johnson & Johnson has a 52 week low of $149.04 and a 52 week high of $251.71. The stock has a market cap of $553.59 billion, a PE ratio of 26.59, a price-to-earnings-growth ratio of 2.24 and a beta of 0.27.

Johnson & Johnson (NYSE:JNJ) last announced its quarterly earnings data on Tuesday, April 14th. The company reported $2.70 EPS for the quarter, beating analysts’ consensus estimates of $2.68 by $0.02. Johnson & Johnson had a return on equity of 32.60% and a net margin of 21.83%.The company had revenue of $24.06 billion during the quarter, compared to the consensus estimate of $23.60 billion. During the same quarter in the prior year, the firm earned $2.77 EPS. The company’s quarterly 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. As a group, sell-side analysts anticipate that Johnson & Johnson will post 11.57 EPS for the current fiscal year.

Johnson & Johnson Increases Dividend

The business also recently disclosed a quarterly dividend, which will be paid on Tuesday, June 9th. Stockholders of record on Tuesday, May 26th will be given a dividend of $1.34 per share. This is a boost from Johnson & Johnson’s previous quarterly dividend of $1.30. The ex-dividend date is Tuesday, May 26th. This represents a $5.36 dividend on an annualized basis and a dividend yield of 2.3%. Johnson & Johnson’s payout ratio is currently 60.12%.

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.