Bank of New York Mellon Corp Sells 2,572,318 Shares of Johnson & Johnson $JNJ

Bank of New York Mellon Corp lowered its position in shares of Johnson & Johnson (NYSE:JNJ) by 10.5% in the first quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The fund owned 21,821,962 shares of the company’s stock after selling 2,572,318 shares during the quarter. Johnson & Johnson makes up about 1.0% of Bank of New York Mellon Corp’s investment portfolio, making the stock its 14th largest position. Bank of New York Mellon Corp’s holdings in Johnson & Johnson were worth $5,334,160,000 at the end of the most recent reporting period.

Several other large investors have also made changes to their positions in the company. Blueline Advisors LLC acquired a new position in Johnson & Johnson during the 4th quarter valued at about $25,000. Cresta Advisors Ltd. acquired a new stake in shares of Johnson & Johnson during the 4th quarter worth approximately $26,000. DecisionPoint Financial LLC raised its stake in shares of Johnson & Johnson by 104.2% during the fourth quarter. DecisionPoint Financial LLC now owns 147 shares of the company’s stock worth $30,000 after buying an additional 75 shares during the last quarter. Family CFO Inc bought a new stake in shares of Johnson & Johnson during the fourth quarter worth approximately $31,000. Finally, Bay Harbor Wealth Management LLC lifted its holdings in Johnson & Johnson by 49.0% in the fourth quarter. Bay Harbor Wealth Management LLC now owns 149 shares of the company’s stock valued at $31,000 after buying an additional 49 shares during the period. Institutional investors and hedge funds own 69.55% of the company’s stock.

Key Johnson & Johnson News

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

• Positive Sentiment: Johnson & Johnson beat Q2 earnings and revenue estimates, showing solid demand and execution in its core business. J&J Stock Falls Despite Strong Q2 Beat & Higher 2026 View: Here’s Why
• Positive Sentiment: The company raised its 2026 guidance after the report, reinforcing confidence in its growth outlook and pipeline momentum. Johnson & Johnson Raises 2026 Outlook After Q2 Earnings Beat
• Positive Sentiment: Guggenheim reaffirmed its Buy rating and set a $270 price target, signaling continued analyst confidence. Benzinga article on Guggenheim rating reaffirmation
• Positive Sentiment: Some market commentary suggests the post-earnings pullback could be an opportunity to buy JNJ on strength after a run to 52-week highs. Why Johnson and Johnson’s Earnings Dip Looks Like a Buying Opportunity
• Neutral Sentiment: Investors are also digesting the full Q2 earnings call transcript and several commentary pieces framing the company’s growth beyond legacy drugs and its collaboration announcements. Full Transcript: Johnson & Johnson Q2 2026 Earnings Call
• Negative Sentiment: Despite the earnings beat, the stock fell because MedTech results missed expectations, creating concern that one important division is lagging behind the company’s otherwise solid performance. J&J Stock Falls Despite Strong Q2 Beat & Higher 2026 View: Here’s Why

Analysts Set New Price Targets

A number of research firms have commented on JNJ. Argus lifted their target price on shares of Johnson & Johnson from $240.00 to $275.00 and gave the stock a “buy” rating in a report on Thursday, April 16th. Raymond James Financial lifted their price objective on Johnson & Johnson from $258.00 to $265.00 and gave the stock an “outperform” rating in a research note on Thursday. Daiwa Securities Group upped their price objective on Johnson & Johnson from $237.00 to $246.00 and gave the company an “outperform” rating in a report on Thursday, April 16th. The Goldman Sachs Group reissued a “buy” rating and issued a $282.00 target price on shares of Johnson & Johnson in a research note on Thursday. Finally, Citigroup boosted their target price on Johnson & Johnson from $285.00 to $298.00 and gave the stock a “buy” rating in a research report on Wednesday, July 8th. Nineteen investment analysts have rated the stock with a Buy rating and seven have issued a Hold rating to the company. According to data from MarketBeat, Johnson & Johnson presently has an average rating of “Moderate Buy” and an average target price of $265.30.

Insider Transactions at Johnson & Johnson

In other news, EVP Kathryn E. Wengel sold 10,000 shares of the company’s stock in a transaction that occurred on Thursday, June 11th. The stock was sold at an average price of $241.15, for a total value of $2,411,500.00. Following the transaction, the executive vice president owned 114,288 shares of the company’s stock, valued at approximately $27,560,551.20. This represents a 8.05% 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. 0.16% of the stock is owned by company insiders.

Johnson & Johnson Stock Up 1.2%

Shares of JNJ stock opened at $252.93 on Friday. Johnson & Johnson has a 12-month low of $162.78 and a 12-month high of $269.43. The company has a quick ratio of 0.77, a current ratio of 1.03 and a debt-to-equity ratio of 0.46. The firm has a fifty day moving average of $239.82 and a 200-day moving average of $234.63. The company has a market capitalization of $608.86 billion, a price-to-earnings ratio of 29.31, a P/E/G ratio of 2.37 and a beta of 0.24.

Johnson & Johnson (NYSE:JNJ) last posted its quarterly earnings data on Wednesday, July 15th. The company reported $2.90 EPS for the quarter, beating the consensus estimate of $2.84 by $0.06. The business had revenue of $25.31 billion for the quarter, compared to analysts’ expectations of $25.06 billion. Johnson & Johnson had a net margin of 21.48% and a return on equity of 32.86%. The firm’s revenue was up 6.6% compared to the same quarter last year. During the same period in the previous year, the firm posted $2.77 EPS. Johnson & Johnson has set its FY 2026 guidance at 11.600-11.750 EPS. As a group, equities research analysts predict that Johnson & Johnson will post 11.68 earnings per share for the current fiscal year.

Johnson & Johnson Dividend Announcement

The business also recently disclosed a quarterly dividend, which will be paid on Tuesday, September 8th. Shareholders of record on Tuesday, August 25th will be given a dividend of $1.34 per share. This represents a $5.36 dividend on an annualized basis and a yield of 2.1%. The ex-dividend date of this dividend is Tuesday, August 25th. Johnson & Johnson’s payout ratio is 62.11%.

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.