JOHNSON & JOHNSON (JNJ) SEC Filings, Mar-Apr 2026

Johnson & Johnson reported the results of its 2026 Annual Meeting of Shareholders held on April 23, 2026. Shareholders elected all 12 director nominees to the Board of Directors, with each nominee receiving significantly more votes "For" than "Against."

Investors also approved, on an advisory basis, the company’s executive compensation program described in the 2026 Proxy Statement, and ratified the appointment of PricewaterhouseCoopers LLP as independent registered public accounting firm for fiscal 2026. A shareholder proposal to adopt a policy requiring an independent board chair did not pass, receiving substantially more votes "Against" than "For."

Johnson & Johnson reported mixed results for the fiscal first quarter ended March 29, 2026. Sales to customers reached $24,062 million, up from $21,893 million, driven by 11.2% growth in Innovative Medicine and 7.7% in MedTech. Oncology, neuroscience and pulmonary hypertension therapies showed strong increases, while some immunology products such as STELARA and XARELTO in cardiovascular declined.

Profitability was much lower than a year ago. Net earnings were $5,235 million versus $10,999 million, and diluted EPS was $2.14 compared with $4.54. The prior year included a large benefit from reversing approximately $7.0 billion of talc reserve and significant other income; the current quarter includes about $0.3 billion of talc-related charges.

Operating cash flow was $2,514 million, down from $4,174 million, as payables and accrued liabilities decreased. The company returned cash through $3,131 million in dividends and $4,028 million of share repurchases, while cash and cash equivalents rose to $21,688 million. Total assets were $200,894 million and total liabilities $119,708 million, leaving shareholders’ equity at $81,186 million.

Johnson & Johnson reported strong first-quarter 2026 growth, with reported sales rising 9.9% to $24.1 billion, driven by Innovative Medicine and MedTech. Diluted EPS under GAAP was $2.14, down from $4.54, while adjusted diluted EPS was $2.70, slightly below $2.77 a year earlier.

The company raised its 2026 outlook to estimated reported sales of $100.8 billion and adjusted EPS of $11.55, both implying around 7% growth at the midpoints. The Board also increased the quarterly dividend by 3.1%, from $1.30 to $1.34 per share, for an annual rate of $5.36 and a 64-year streak of consecutive dividend increases.

Johnson & Johnson: Schedule 13G/A Amendment No. 10 — The Vanguard Group reports 0 shares (0%) beneficially owned.

The filing states that, following an internal realignment effective January 12, 2026, certain Vanguard subsidiaries report holdings separately in reliance on SEC Release No. 34-39538. The Vanguard Group certifies it no longer has beneficial ownership of the securities held by those subsidiaries and reports 0 shares beneficially owned as of the amendment signature date 03/26/2026.

Johnson & Johnson filed an amended Form 13F-HR restating and adding holdings information for its institutional investment manager report.

The amendment is Amendment No. 1, signed by Marc Larkins, Secretary on 03-18-2026. The Form 13F Information Table shows 17 entries with a total reported market value of $555,047,952. One other included manager is listed: Johnson & Johnson Innovation - JJDC, Inc.

Johnson & Johnson submitted an amended Form 13F-HR restating and updating its institutional holdings report. The amendment lists 20 holdings entries with a total reported value of $503,922,707 and identifies 1 other included manager, Johnson & Johnson Innovation - JJDC, Inc.

The report is signed by Marc Larkins, Secretary, and the filing indicates it adds new holdings entries as part of the amendment.

HEWSON MARILLYN A reported acquisition or exercise transactions in this Form 4 filing.

Johnson & Johnson director Marillyn A. Hewson reported routine compensation-related awards of Deferred Share Units (DSUs), not open-market stock trades. On March 10, 2026, she received 206.4920 DSUs valued at $242.1400 each, bringing her holdings to 14512.9400 DSUs.

The filing also reflects a prior DSU award of 75.2560 units on March 4, 2025 at $166.1000 per unit. These DSUs represent deferred cash retainers under the company’s Deferred Fee Plan for Directors, are settled in cash when her board service ends, and track the fair market value of one share of common stock plus dividend equivalents.

Pinto Daniel E reported acquisition or exercise transactions in this Form 4 filing.

Johnson & Johnson director Daniel E. Pinto received a grant of 129.058 Deferred Share Units, credited at a reference price of $242.14 per unit, in connection with deferring his cash director retainer. These units track the value of one common share each and are to be settled in cash when his board service ends, bringing his total deferred units to 462.069 including dividend-equivalent accruals.

Johnson & Johnson director Eugene A. Woods received a grant of deferred share units as part of his board compensation. On this date, he acquired 154.869 Deferred Share Units (DSUs), each valued at 242.1400 per unit, bringing his total DSU balance to 5,240.094 units.

The DSUs represent deferred cash retainer fees under the company’s Amended and Restated Deferred Fee Plan for Directors and are to be settled in cash when his directorship ends. Each DSU tracks the fair market value of one share of Johnson & Johnson common stock, and the balance includes dividend equivalent rights credited on outstanding DSUs.