Johnson & Johnson (NYSE:JNJ) EVP Sells 33,597 Shares of Stock

September 5, 2026 by InsiderTrades.com

Key Points

Johnson & Johnson EVP Timothy Schmid sold 33,597 shares for approximately $9.23 million at an average price of $274.74, reducing his ownership by 56.9% to 25,447 shares.
Johnson & Johnson exceeded quarterly expectations, reporting $2.90 in adjusted EPS and $25.31 billion in revenue, while revenue increased 6.6% year over year. The company reaffirmed fiscal 2026 EPS guidance of $11.60–$11.75.
The company declared a quarterly dividend of $1.34 per share, equivalent to an annualized $5.36 payout and a 1.9% yield. Analysts maintain a “Moderate Buy” consensus rating, with an average price target of $272.83.

Johnson & Johnson (NYSE:JNJ - Get Free Report) EVP Timothy Schmid sold 33,597 shares of the business's stock in a transaction on Wednesday, September 2nd. The stock was sold at an average price of $274.74, for a total transaction of $9,230,439.78. Following the transaction, the executive vice president owned 25,447 shares in the company, valued at approximately $6,991,308.78. The trade was a 56.90% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which can be accessed through the SEC website.

Johnson & Johnson Stock Performance

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Shares of JNJ stock opened at $275.12 on Friday. The stock has a market cap of $663.01 billion, a P/E ratio of 31.88, a P/E/G ratio of 2.66 and a beta of 0.24. 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 company has a fifty day moving average price of $261.98 and a two-hundred day moving average price of $245.07. Johnson & Johnson has a one year low of $173.33 and a one year high of $281.07.

Johnson & Johnson (NYSE:JNJ - Get Free Report) last released its quarterly earnings data on Wednesday, July 15th. The company reported $2.90 earnings per share for the quarter, topping the consensus estimate of $2.84 by $0.06. The company 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%. Johnson & Johnson's revenue for the quarter was up 6.6% compared to the same quarter last year. During the same period in the previous year, the business earned $2.77 EPS. Johnson & Johnson has set its FY 2026 guidance at 11.600-11.750 EPS. As a group, equities analysts predict that Johnson & Johnson will post 11.61 EPS for the current year.

Johnson & Johnson Announces Dividend

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The firm also recently declared 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 1.9%. The ex-dividend date of this dividend is Tuesday, August 25th. Johnson & Johnson's payout ratio is 62.11%.

Institutional Investors Weigh In On Johnson & Johnson

A number of institutional investors have recently made changes to their positions in the company. Silver Coast Investments LLC grew its holdings in Johnson & Johnson by 3.8% in the 2nd quarter. Silver Coast Investments LLC now owns 1,066 shares of the company's stock valued at $271,000 after buying an additional 39 shares in the last quarter. Townsend Asset Management Corp NC ADV boosted its position in shares of Johnson & Johnson by 0.6% in the second quarter. Townsend Asset Management Corp NC ADV now owns 6,418 shares of the company's stock valued at $1,630,000 after acquiring an additional 39 shares during the period. Triumph Capital Management grew its stake in shares of Johnson & Johnson by 1.6% in the second quarter. Triumph Capital Management now owns 2,531 shares of the company's stock valued at $643,000 after acquiring an additional 39 shares in the last quarter. Denali Advisors LLC increased its position in Johnson & Johnson by 1.2% during the second quarter. Denali Advisors LLC now owns 3,305 shares of the company's stock worth $839,000 after acquiring an additional 40 shares during the period. Finally, Sierra Capital LLC increased its position in Johnson & Johnson by 0.5% during the fourth 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 period. Institutional investors own 69.55% of the company's stock.

Key Headlines Impacting Johnson & Johnson

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

Positive Sentiment: Analyst sentiment remains supportive. JNJ received an upgrade that helped it reach a new 12-month high, while the broader analyst view is rated “Moderate Buy.” UBS also began coverage, potentially increasing institutional attention. Johnson & Johnson Reaches New 12-Month High Following Analyst Upgrade Johnson & Johnson Receives Average Rating of Moderate Buy
Positive Sentiment: Johnson & Johnson’s 64-year record of dividend growth remains a key support for income-oriented investors. Strong profitability and the company’s diversified healthcare portfolio help sustain the dividend despite competitive pressure on a major drug. Johnson & Johnson Is Boring Which Makes Its Dividend Nearly Perfect
Neutral Sentiment: Management will discuss the business at the Deutsche Bank Healthcare Summit on September 17. The event could provide updates on pharmaceuticals, litigation and forward guidance, but it is not itself a change to earnings expectations. Johnson & Johnson to Participate in the Deutsche Bank 2026 Healthcare Summit
Negative Sentiment: Profit-taking and valuation risk are elevated after JNJ gained about 60% over the past year versus roughly 21% for the S&P 500. Analysts question whether the current price already discounts growth above management’s near-term outlook. Was JNJ Stock Rally Actually Its Own? Is Johnson & Johnson Stock Priced For More Growth Than It Has Guided?
Negative Sentiment: An executive vice president sold 33,597 shares worth approximately $9.2 million, reducing his holdings by 56.9%. The sale may reinforce short-term concerns about insider conviction, although it does not change JNJ’s fundamentals. SEC insider transaction filing
Negative Sentiment: An analyst lowered the FY2026 EPS forecast, adding pressure to expectations. Talc litigation also remains unresolved despite a proposed path toward settlement, while the Louisiana verdict continues to focus attention on legal liability and potential costs. Johnson & Johnson dividend and competition analysis

Wall Street Analysts Forecast Growth

A number of analysts have recently issued reports on the company. Argus set a $300.00 price objective on Johnson & Johnson in a research report on Wednesday, July 29th. Morgan Stanley boosted their target price on Johnson & Johnson from $284.00 to $294.00 and gave the stock an "overweight" rating in a report on Thursday, July 16th. UBS Group started coverage on Johnson & Johnson in a report on Wednesday. They set a "buy" rating and a $320.00 price target for the company. Bank of America lifted their price objective on shares of Johnson & Johnson from $254.00 to $263.00 and gave the stock a "neutral" rating in a research report on Friday, July 10th. Finally, Leerink Partners upgraded shares of Johnson & Johnson from a "market perform" rating to an "outperform" rating and set a $265.00 price objective on the stock in a report on Wednesday, May 13th. One equities research analyst has rated the stock with a Strong Buy rating, eighteen have issued a Buy rating and six have given a Hold rating to the company's stock. According to data from MarketBeat, the stock presently has an average rating of "Moderate Buy" and a consensus price target of $272.83.

View Our Latest Stock Report on JNJ

Johnson & Johnson Company Profile

(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.