Transcend Capital Advisors LLC Cuts Stock Position in Johnson & Johnson $JNJ

17 Apr 2026, 06:46 by Renee Jackson · The Cerbat Gem

Transcend Capital Advisors LLC lessened its holdings in Johnson & Johnson (NYSE:JNJ – Free Report) by 20.7% in the fourth quarter, according to its most recent filing with the SEC. The institutional investor owned 43,920 shares of the company’s stock after selling 11,458 shares during the period. Johnson & Johnson accounts for approximately 0.7% of Transcend Capital Advisors LLC’s holdings, making the stock its 28th biggest position. Transcend Capital Advisors LLC’s holdings in Johnson & Johnson were worth $9,089,000 at the end of the most recent quarter.

A number of other institutional investors have also bought and sold shares of JNJ. Abich Financial Wealth Management LLC purchased a new stake in Johnson & Johnson in the 3rd quarter worth $26,000. Clayton Financial Group LLC purchased a new stake in Johnson & Johnson in the 3rd quarter worth $28,000. Semmax Financial Advisors Inc. increased its stake in Johnson & Johnson by 55.0% in the 2nd quarter. Semmax Financial Advisors Inc. now owns 203 shares of the company’s stock worth $31,000 after buying an additional 72 shares in the last quarter. Stone House Investment Management LLC increased its stake in Johnson & Johnson by 58.9% in the 4th quarter. Stone House Investment Management LLC now owns 197 shares of the company’s stock worth $41,000 after buying an additional 73 shares in the last quarter. Finally, Turning Point Benefit Group Inc. purchased a new stake in Johnson & Johnson in the 3rd quarter worth $41,000. Hedge funds and other institutional investors own 69.55% of the company’s stock.

Johnson & Johnson Trading Down 1.7%

Shares of Johnson & Johnson stock opened at $234.57 on Friday. The firm has a market cap of $564.99 billion, a price-to-earnings ratio of 27.12, a PEG ratio of 2.38 and a beta of 0.34. The business has a 50-day moving average price of $241.60 and a 200-day moving average price of $216.66. 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 has a twelve month low of $146.12 and a twelve month high of $251.71.

Johnson & Johnson (NYSE:JNJ – Get Free Report) last announced its quarterly earnings results on Tuesday, April 14th. The company reported $2.70 EPS for the quarter, beating analysts’ consensus estimates of $2.68 by $0.02. Johnson & Johnson had a net margin of 21.83% and a return on equity of 32.75%. The firm had revenue of $24.06 billion during the quarter, compared to the consensus estimate of $23.60 billion. During the same quarter last year, the firm earned $2.77 EPS. The firm’s revenue for the quarter 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 research analysts anticipate that Johnson & Johnson will post 10.58 EPS for the current fiscal year.

Johnson & Johnson Increases Dividend

The firm also recently declared a quarterly dividend, which will be paid on Tuesday, June 9th. Investors of record on Tuesday, May 26th will be issued a $1.34 dividend. This represents a $5.36 dividend on an annualized basis and a dividend yield of 2.3%. 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. Johnson & Johnson’s payout ratio is 60.12%.

Insider Transactions at Johnson & Johnson

In related news, EVP Vanessa Broadhurst sold 6,197 shares of the stock in a transaction dated Tuesday, February 17th. The shares were sold at an average price of $243.39, for a total value of $1,508,287.83. Following the completion of the transaction, the executive vice president owned 23,003 shares of the company’s stock, valued at approximately $5,598,700.17. This trade represents a 21.22% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through this hyperlink. Also, EVP Timothy Schmid sold 22,623 shares of the stock in a transaction dated Wednesday, February 18th. The shares were sold at an average price of $244.33, for a total transaction of $5,527,477.59. Following the completion of the transaction, the executive vice president directly owned 26,769 shares of the company’s stock, valued at approximately $6,540,469.77. The trade was a 45.80% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. In the last ninety days, insiders sold 30,142 shares of company stock valued at $7,360,528. 0.16% of the stock is owned by insiders.

Johnson & Johnson News Roundup

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

Positive Sentiment: Q1 beat and raised 2026 outlook — J&J reported stronger-than-expected Q1 results with roughly 10% revenue growth and raised full-year guidance, a core reason bulls point to for further upside. Johnson & Johnson Raises 2026 Outlook As Sales Jump Nearly 10%
Positive Sentiment: Analysts turn more bullish / lift price targets — Multiple firms have raised price targets or reiterated buy ratings (Goldman Sachs, Morgan Stanley, Argus, Wells Fargo, Raymond James and others), supporting near-term upside expectations. Goldman Sachs Reaffirms Their Buy Rating on Johnson & Johnson (JNJ)
Positive Sentiment: Dividend and income appeal — Coverage pieces highlight J&J’s Dividend King status and growing momentum after its streamlining, keeping it attractive to income and total-return investors. This “Boring” Dividend King Is Quietly Turning Into a Growth Machine
Neutral Sentiment: Asset sale: MeiraGTx acquires bota‑vec from J&J — J&J has divested interests in a gene‑therapy asset to MeiraGTx; this trims pipeline exposure but can free resources—mixed near-term impact. MeiraGTx Announces the Acquisition of Botaretigene Sparoparvovec
Neutral Sentiment: Investor access / upcoming events — J&J will present at the Bank of America Healthcare Conference (May 12), a potential catalyst for new forward guidance or clarity on execution. Johnson & Johnson to Participate in the Bank of America 2026 Healthcare Conference
Negative Sentiment: Biosimilar / Stelara headwinds and rising costs — Management flagged ongoing pressure from biosimilar competition (notably affecting Stelara) and some cost/inflation headwinds, which temper margin and growth visibility. J&J Targets Double-Digit Growth by 2030 Despite Stelara Drag

Analyst Upgrades and Downgrades

A number of equities research analysts have issued reports on JNJ shares. Weiss Ratings reiterated a “buy (b)” rating on shares of Johnson & Johnson in a research note on Wednesday, January 28th. Scotiabank restated an “outperform” rating on shares of Johnson & Johnson in a research report on Thursday, January 22nd. Bank of America raised their price objective on Johnson & Johnson from $253.00 to $254.00 and gave the company a “neutral” rating in a research report on Wednesday. Daiwa Securities Group raised their price objective on Johnson & Johnson from $237.00 to $246.00 and gave the company an “outperform” rating in a research report on Thursday. Finally, Guggenheim raised their price objective on Johnson & Johnson from $240.00 to $244.00 and gave the company a “buy” rating in a research report on Tuesday, April 7th. One analyst has rated the stock with a Strong Buy rating, eighteen have assigned a Buy rating and nine have assigned a Hold rating to the company’s stock. According to data from MarketBeat.com, Johnson & Johnson currently has an average rating of “Moderate Buy” and an average target price of $251.52.

Get Our Latest Stock Report on JNJ

Johnson & Johnson Company Profile

(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.