Johnson & Johnson $JNJ Shares Sold by Royal London Asset Management Ltd.

by · The Markets Daily

Royal London Asset Management Ltd. decreased its stake in Johnson & Johnson (NYSE:JNJ – Free Report) by 1.1% during the 2nd quarter, Holdings Channel reports. The firm owned 1,189,474 shares of the company’s stock after selling 13,216 shares during the quarter. Johnson & Johnson makes up approximately 0.6% of Royal London Asset Management Ltd.’s investment portfolio, making the stock its 27th largest position. Royal London Asset Management Ltd.’s holdings in Johnson & Johnson were worth $302,091,000 as of its most recent filing with the Securities & Exchange Commission.

Other large investors also recently bought and sold shares of the company. Brighton Jones LLC increased its position in shares of Johnson & Johnson by 13.9% during the fourth quarter. Brighton Jones LLC now owns 51,876 shares of the company’s stock worth $7,502,000 after purchasing an additional 6,332 shares in the last quarter. United Bank lifted its holdings in Johnson & Johnson by 110.7% in the 1st quarter. United Bank now owns 9,279 shares of the company’s stock valued at $1,539,000 after purchasing an additional 4,876 shares in the last quarter. Sivia Capital Partners LLC boosted its stake in Johnson & Johnson by 13.4% during the 2nd quarter. Sivia Capital Partners LLC now owns 5,863 shares of the company’s stock worth $896,000 after purchasing an additional 692 shares during the last quarter. Wealth Group Ltd. boosted its stake in Johnson & Johnson by 12.8% during the 2nd quarter. Wealth Group Ltd. now owns 1,482 shares of the company’s stock worth $226,000 after purchasing an additional 168 shares during the last quarter. Finally, Schnieders Capital Management LLC. grew its holdings in shares of Johnson & Johnson by 9.8% during the second quarter. Schnieders Capital Management LLC. now owns 73,680 shares of the company’s stock worth $11,255,000 after buying an additional 6,584 shares in the last quarter. 69.55% of the stock is currently owned by hedge funds and other institutional investors.

Wall Street Analysts Forecast Growth

Several equities analysts have recently weighed in on JNJ shares. Bank of America raised their price target on shares of Johnson & Johnson from $254.00 to $263.00 and gave the stock a “neutral” rating in a research note on Friday, July 10th. Scotiabank reiterated an “outperform” rating and issued a $305.00 price objective on shares of Johnson & Johnson in a report on Thursday, July 16th. Johnson Rice reissued a “buy” rating on shares of Johnson & Johnson in a research note on Monday, August 3rd. Raymond James Financial set a $280.00 price target on Johnson & Johnson in a research report on Monday, August 3rd. Finally, HSBC set a $290.00 price target on Johnson & Johnson and gave the company a “buy” rating in a report on Monday, July 6th. One equities research analyst has rated the stock with a Strong Buy rating, eighteen have given a Buy rating and six have assigned a Hold rating to the company. According to MarketBeat.com, the company presently has an average rating of “Moderate Buy” and an average price target of $272.83.

View Our Latest Research Report on Johnson & Johnson

Insider Buying and Selling

In other news, EVP Jennifer L. Taubert sold 15,000 shares of the business’s stock in a transaction that occurred on Monday, August 17th. The shares were sold at an average price of $263.36, for a total value of $3,950,400.00. Following the sale, the executive vice president directly owned 194,451 shares of the company’s stock, valued at approximately $51,210,615.36. The trade was a 7.16% decrease in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available at this hyperlink. Also, EVP Timothy Schmid sold 33,597 shares of the stock in a transaction that occurred 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 directly owned 25,447 shares of the company’s stock, valued at $6,991,308.78. The trade was a 56.90% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Over the last three months, insiders have sold 97,569 shares of company stock valued at $25,476,044. 0.16% of the stock is currently owned by company insiders.

Johnson & Johnson Price Performance

Johnson & Johnson stock opened at $269.04 on Wednesday. The company has a current ratio of 1.09, a quick ratio of 0.81 and a debt-to-equity ratio of 0.44. The company has a 50-day moving average price of $262.61 and a 200 day moving average price of $245.47. Johnson & Johnson has a 12-month low of $173.33 and a 12-month high of $281.07. The stock has a market cap of $648.35 billion, a P/E ratio of 31.17, a PEG ratio of 2.63 and a beta of 0.24.

Johnson & Johnson (NYSE:JNJ – Get Free Report) last posted its earnings results on Wednesday, July 15th. The company reported $2.90 earnings per share for the quarter, beating 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 was up 6.6% on a year-over-year basis. During the same period in the previous year, the business posted $2.77 EPS. Johnson & Johnson has set its FY 2026 guidance at 11.600-11.750 EPS. Sell-side analysts anticipate that Johnson & Johnson will post 11.61 earnings per share for the current year.

Johnson & Johnson Announces Dividend

The firm also recently announced a quarterly dividend, which was paid on Tuesday, September 8th. Shareholders of record on Tuesday, August 25th were paid a dividend of $1.34 per share. The ex-dividend date of this dividend was Tuesday, August 25th. This represents a $5.36 annualized dividend and a yield of 2.0%. Johnson & Johnson’s dividend payout ratio (DPR) is 62.11%.

Johnson & Johnson News Summary

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

  • Positive Sentiment: Jim Cramer called the pullback a buying opportunity, citing Johnson & Johnson’s defensive characteristics and long-term stability. The commentary may support investor interest, but it is opinion-based rather than a new company catalyst. Cramer says it is time to buy the dip on JNJ
  • Positive Sentiment: Johnson & Johnson announced that 24 abstracts will be presented at Psych Congress 2026, including the first pivotal Phase 3 CAPLYTA data in adults with bipolar mania, along with new SPRAVATO analyses and schizophrenia research. The updates could strengthen confidence in the company’s neuropsychiatry pipeline and future pharmaceutical growth. Johnson & Johnson neuropsychiatry data announcement
  • Neutral Sentiment: Investors are watching defensive stocks such as JNJ ahead of upcoming CPI data and the Federal Reserve’s rate decision. The company’s dividend and healthcare exposure may provide stability, but interest-rate and macroeconomic uncertainty are driving near-term volatility. Defensive stocks to watch as CPI and the Fed test the rally
  • Neutral Sentiment: A comparison with Eli Lilly frames JNJ as the steadier, more established investment, but with less breakout-growth potential. The article highlights the trade-off between JNJ’s stability and pharmaceutical-industry growth opportunities. Lilly versus J&J investment comparison
  • Negative Sentiment: An executive sold approximately $9.23 million of JNJ stock. While insider selling does not necessarily indicate weakening fundamentals, the transaction can create a modest sentiment overhang. Johnson & Johnson executive stock sale

Johnson & Johnson Profile

(Free Report)

Johnson & Johnson (NYSE: JNJ) is a global healthcare company that develops, manufactures and markets pharmaceutical and medical device products. Founded in 1886 and headquartered in New Brunswick, New Jersey, the company serves patients, healthcare professionals and institutions in markets around the world.

Johnson & Johnson operates through two primary business segments: Innovative Medicine and MedTech. Innovative Medicine focuses on prescription treatments in areas including immunology, oncology, neuroscience, cardiovascular and metabolic disease, infectious diseases, and pulmonary hypertension.

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