Johnson & Johnson (NYSE:JNJ) Stock Price Down 1.9% – Should You Sell?
by Danessa Lincoln · The Markets DailyJohnson & Johnson (NYSE:JNJ – Get Free Report)’s share price dropped 1.9% during trading on Tuesday . The stock traded as low as $224.70 and last traded at $226.2070. Approximately 10,941,982 shares changed hands during mid-day trading, an increase of 26% from the average daily volume of 8,667,540 shares. The stock had previously closed at $230.69.
Johnson & Johnson News Summary
Here are the key news stories impacting Johnson & Johnson this week:
- Positive Sentiment: Long‑term Phase‑3 IMAAVY (nipocalimab) data show sustained disease control through ~120 weeks in generalized myasthenia gravis, with ongoing open‑label extension and the first head‑to‑head EPIC study now enrolling — a durable biologics win that supports J&J’s Innovative Medicines revenue trajectory. IMAAVY press release
- Positive Sentiment: J&J unveiled AI enhancements to its electrophysiology portfolio (CARTOSOUND SONATA Module) and new data on VARIPULSE, highlighting potential incremental medtech sales and differentiation in cardiac mapping/ablation. AI cardiac tools article
- Positive Sentiment: Regulatory win — CE Mark obtained for the new ETHICON™ 4000 surgical stapler, supporting European commercial rollout for a core surgical device franchise. ETHICON CE Mark
- Positive Sentiment: Strategic commercialization collaboration with Viz.ai to integrate AI‑driven Subdural Hemorrhage detection into J&J’s neurovascular offerings, expanding software-enabled service opportunities in hospitals. Viz.ai collaboration
- Positive Sentiment: Technical/market reaction: J&J “snapped” a six‑session losing streak, a short‑term rebound noted by market commentary that helps explain today’s buying interest. Seeking Alpha note
- Neutral Sentiment: Media/analyst endorsements (Jim Cramer buy call; Guggenheim bullish commentary) are elevating sentiment but are not new fundamentals — useful for momentum but should be weighed against ongoing execution. Cramer piece Guggenheim note
- Neutral Sentiment: Coverage pieces flag J&J as a counter‑cyclical/dividend name and highlight presentations at medical meetings — supportive for long‑term investor interest but less likely to move near‑term price absent new sales or guidance changes. Counter‑cyclical article
Wall Street Analyst Weigh In
JNJ has been the subject of several analyst reports. JPMorgan Chase & Co. upped their target price on Johnson & Johnson from $250.00 to $260.00 and gave the company a “neutral” rating in a research note on Wednesday, April 15th. Wolfe Research upped their target price on Johnson & Johnson from $225.00 to $240.00 and gave the company an “outperform” rating in a research note on Monday, January 5th. Royal Bank Of Canada reissued an “outperform” rating and set a $265.00 price target on shares of Johnson & Johnson in a research report on Wednesday, April 15th. Morgan Stanley set a $283.00 price target on Johnson & Johnson in a research report on Wednesday, April 15th. Finally, Wall Street Zen downgraded Johnson & Johnson from a “buy” rating to a “hold” rating in a research report on Saturday, February 14th. One analyst has rated the stock with a Strong Buy rating, eighteen have given a Buy rating and nine have given a Hold rating to the company’s stock. According to data from MarketBeat, Johnson & Johnson currently has a consensus rating of “Moderate Buy” and a consensus price target of $252.48.
View Our Latest Stock Report on Johnson & Johnson
Johnson & Johnson Stock Performance
The stock has a 50-day simple moving average of $240.78 and a 200-day simple moving average of $218.10. The company has a debt-to-equity ratio of 0.48, a current ratio of 1.03 and a quick ratio of 0.77. The stock has a market cap of $555.60 billion, a PE ratio of 26.67, a P/E/G ratio of 2.22 and a beta of 0.34.
Johnson & Johnson (NYSE:JNJ – Get Free Report) last posted its quarterly earnings results on Tuesday, April 14th. The company reported $2.70 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $2.68 by $0.02. Johnson & Johnson had a return on equity of 32.75% and a net margin of 21.83%.The firm had revenue of $24.06 billion during the quarter, compared to the consensus estimate of $23.60 billion. During the same quarter in the previous year, the business earned $2.77 earnings per share. The firm’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. Equities analysts predict that Johnson & Johnson will post 11.57 earnings per share for the current fiscal year.
Johnson & Johnson Increases Dividend
The business also recently announced a quarterly dividend, which will be paid on Tuesday, June 9th. Stockholders of record on Tuesday, May 26th will be given a $1.34 dividend. The ex-dividend date of this dividend is Tuesday, May 26th. This is a positive change from Johnson & Johnson’s previous quarterly dividend of $1.30. This represents a $5.36 annualized dividend and a dividend yield of 2.3%. Johnson & Johnson’s dividend payout ratio (DPR) is currently 60.12%.
Insider Activity
In other news, EVP Timothy Schmid sold 1,322 shares of the company’s stock in a transaction dated Friday, February 20th. The stock was sold at an average price of $245.66, for a total value of $324,762.52. Following the completion of the sale, the executive vice president owned 25,447 shares of the company’s stock, valued at $6,251,310.02. This represents a 4.94% decrease in their ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available at this hyperlink. Also, EVP Vanessa Broadhurst sold 6,197 shares of the company’s stock in a transaction dated Tuesday, February 17th. The stock was sold at an average price of $243.39, for a total value of $1,508,287.83. Following the completion of the sale, the executive vice president directly owned 23,003 shares of the company’s stock, valued at $5,598,700.17. The trade was a 21.22% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders sold 30,142 shares of company stock valued at $7,360,528 in the last ninety days. Company insiders own 0.16% of the company’s stock.
Institutional Inflows and Outflows
Several institutional investors have recently modified their holdings of the business. Moss Adams Wealth Advisors LLC lifted its stake in shares of Johnson & Johnson by 5.2% in the first quarter. Moss Adams Wealth Advisors LLC now owns 12,452 shares of the company’s stock worth $3,044,000 after acquiring an additional 616 shares in the last quarter. Private Wealth Management Group LLC lifted its stake in shares of Johnson & Johnson by 1.0% in the first quarter. Private Wealth Management Group LLC now owns 10,656 shares of the company’s stock worth $2,605,000 after acquiring an additional 105 shares in the last quarter. Drucker Wealth 3.0 LLC lifted its stake in shares of Johnson & Johnson by 1.6% in the first quarter. Drucker Wealth 3.0 LLC now owns 23,057 shares of the company’s stock worth $5,636,000 after acquiring an additional 357 shares in the last quarter. EWA LLC lifted its stake in shares of Johnson & Johnson by 31.6% in the first quarter. EWA LLC now owns 4,235 shares of the company’s stock worth $1,035,000 after acquiring an additional 1,018 shares in the last quarter. Finally, Simmons Bank lifted its stake in shares of Johnson & Johnson by 2.1% in the first quarter. Simmons Bank now owns 34,243 shares of the company’s stock worth $8,370,000 after acquiring an additional 704 shares in the last quarter. Institutional investors and hedge funds own 69.55% of the company’s stock.
Johnson & Johnson Company 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.