Key Points
- Timothy Schmid, J&J EVP, sold 1,322 shares on Feb. 20 at an average price of $245.66 for $324,762.52—trimming his holding to 25,447 shares (a 4.94% reduction); he also sold 22,623 shares on Feb. 18 for about $5.53M.
- Johnson & Johnson reported Q1-like results of $2.46 EPS on $24.28B revenue, declared a $1.30 quarterly dividend (annualized $5.20, 2.1% yield; ex-dividend Feb. 24, pay Mar. 10), and faces mixed catalysts—product/MedTech momentum and a possible DePuy Synthes sale versus a Bayer lawsuit and elevated options activity—with a consensus rating of "Moderate Buy" and a $232.70 price target.
Johnson & Johnson (NYSE:JNJ - Get Free Report) EVP Timothy Schmid sold 1,322 shares of the business's stock in a transaction dated Friday, February 20th. The shares were 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 directly owned 25,447 shares of the company's stock, valued at approximately $6,251,310.02. The trade was a 4.94% decrease in their position. The sale was disclosed in a document filed with the SEC, which is available through this link.
Timothy Schmid also recently made the following trade(s):
- On Wednesday, February 18th, Timothy Schmid sold 22,623 shares of Johnson & Johnson stock. The stock was sold at an average price of $244.33, for a total transaction of $5,527,477.59.
Johnson & Johnson Stock Performance
NYSE JNJ opened at $245.53 on Tuesday. The firm has a 50-day moving average price of $221.69 and a two-hundred day moving average price of $199.96. Johnson & Johnson has a 12-month low of $141.50 and a 12-month high of $246.96. The company has a market capitalization of $591.70 billion, a P/E ratio of 22.22, a P/E/G ratio of 2.35 and a beta of 0.35. The company has a quick ratio of 0.77, a current ratio of 1.03 and a debt-to-equity ratio of 0.48.
Johnson & Johnson (NYSE:JNJ - Get Free Report) last released its quarterly earnings results on Saturday, January 31st. The company reported $2.46 earnings per share for the quarter. The company had revenue of $24.28 billion during the quarter. Johnson & Johnson had a net margin of 28.46% and a return on equity of 33.04%. Analysts anticipate that Johnson & Johnson will post 10.58 earnings per share for the current year.
Johnson & Johnson Dividend Announcement
The business also recently announced a quarterly dividend, which will be paid on Tuesday, March 10th. Stockholders of record on Tuesday, February 24th will be given a dividend of $1.30 per share. This represents a $5.20 dividend on an annualized basis and a dividend yield of 2.1%. The ex-dividend date is Tuesday, February 24th. Johnson & Johnson's dividend payout ratio is presently 47.06%.
Johnson & Johnson News Summary
Here are the key news stories impacting Johnson & Johnson this week:
- Positive Sentiment: Momentum from product mix and earnings beat: Recent coverage highlights a "triple threat" for JNJ — stronger oncology sales, a MedTech rebound, and a surprise earnings beat that beat tariff headwinds, supporting continued upside potential. Does JNJ Stock Still Offer Value?
- Positive Sentiment: Potential asset sale of DePuy Synthes could unlock value: Bloomberg reports J&J is exploring a possible sale of its orthopedics unit as part of separation plans — a divestiture could raise cash, simplify the company and be viewed as value-accretive by investors. Bloomberg Reports Potential Major Asset Sale by Johnson & Johnson (JNJ)
- Positive Sentiment: Ongoing retail and dividend-focused bullishness reinforces investor demand: Multiple retail-focused pieces (The Motley Fool, Yahoo) continue to paint JNJ as a core, low-volatility dividend holding, supporting sustained buying interest from income and long-term investors. The Only Healthcare Stock I'd Buy and Never Sell Might Be Johnson & Johnson
- Neutral Sentiment: Strategic partnership/co-funding with Blackstone noted but short-term impact unclear: J&J announced a first co-funding agreement with Blackstone; strategic but the market reaction has been muted and concrete near-term benefits remain to be proven. Johnson & Johnson (JNJ) Stock Flat despite First Co-funding Agreement with Blackstone
- Neutral Sentiment: Options activity and analyst notes mixed: Unusually high options trading and a raised but modest price-target move have created noise rather than a clear directional signal. Johnson & Johnson Target of Unusually High Options Trading (NYSE:JNJ) Johnson & Johnson (NYSE:JNJ) Price Target Raised to $210.00
- Negative Sentiment: Bayer lawsuit creates legal overhang: Bayer filed a New York lawsuit against J&J and Janssen over prostate cancer drug Nubeqa — adds litigation risk and potential distraction for the biotech unit. Bayer files lawsuit against Johnson & Johnson, Janssen Biotech
- Negative Sentiment: Insider sale disclosed: EVP Timothy Schmid sold 1,322 shares (filed Form 4), trimming his stake — routine but can be viewed negatively by some investors as a signal to take profits. SEC filing: Form 4
Institutional Trading of Johnson & Johnson
A number of hedge funds and other institutional investors have recently modified their holdings of JNJ. Sierra Capital LLC grew its position in 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 acquiring an additional 41 shares during the last quarter. Beaird Harris Wealth Management LLC boosted its stake in shares of Johnson & Johnson by 1.8% during the fourth quarter. Beaird Harris Wealth Management LLC now owns 2,422 shares of the company's stock valued at $501,000 after purchasing an additional 42 shares in the last quarter. Broadleaf Partners LLC grew its holdings in shares of Johnson & Johnson by 0.6% during the fourth quarter. Broadleaf Partners LLC now owns 7,348 shares of the company's stock worth $1,521,000 after purchasing an additional 43 shares during the last quarter. Jessup Wealth Management Inc increased its stake in shares of Johnson & Johnson by 0.6% in the fourth quarter. Jessup Wealth Management Inc now owns 7,574 shares of the company's stock valued at $1,567,000 after buying an additional 44 shares during the period. Finally, Plancorp LLC raised its holdings in Johnson & Johnson by 0.3% in the 4th quarter. Plancorp LLC now owns 15,889 shares of the company's stock valued at $3,288,000 after buying an additional 45 shares during the last quarter. Institutional investors own 69.55% of the company's stock.
Analyst Ratings Changes
A number of equities research analysts have issued reports on the stock. Morgan Stanley set a $262.00 price objective on shares of Johnson & Johnson and gave the stock an "overweight" rating in a research note on Wednesday, January 28th. Freedom Capital lowered shares of Johnson & Johnson from a "strong-buy" rating to a "hold" rating in a research report on Friday, January 16th. Argus boosted their price objective on shares of Johnson & Johnson from $210.00 to $240.00 in a research report on Friday, January 23rd. UBS Group restated a "buy" rating on shares of Johnson & Johnson in a research note on Monday, January 5th. Finally, The Goldman Sachs Group reiterated a "buy" rating and issued a $250.00 price target on shares of Johnson & Johnson in a research note on Thursday, January 22nd. One equities research analyst has rated the stock with a Strong Buy rating, seventeen have given a Buy rating and nine have issued a Hold rating to the company. According to data from MarketBeat, the stock presently has a consensus rating of "Moderate Buy" and a consensus price target of $232.70.
Read Our Latest Stock Analysis on Johnson & Johnson
About Johnson & Johnson
(
Get Free Report)
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.
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