JNJ JOHNSON & JOHNSON

NEUTRAL Impact: 3/10 DEFA14A
Horizon immediate Filed Mar 11, 2026 Processed 3mo ago SEC 0000200406-26-000065
Proxy solicitation materials
Final — all horizons settled through T+60d
JNJ ▼ -8.11% at T+60d
NEUTRAL call ✗ call lost -8.11% · α vs SPY -19.63% · entry $242.95 → $223.24
Last close $232.16 (close Jun 8) · -4.44% from $242.95 entry
Entry anchored
Mar 10, 03:59 PM ET
via Databento tick
T+1d
-0.35%
call -0.35% · α +1.13%
$242.10
settled 3mo ago
T+5d
-2.37%
call -2.37% · α -0.18%
$237.20
settled 3mo ago
T+20d
-0.71%
call -0.71% · α -1.24%
$241.22
settled 2mo ago
T+60d
-8.11%
call -8.11% · α -19.63%
$223.24
settled 5d ago

Price Chart

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Executive Summary

Johnson & Johnson filed a definitive proxy statement (DEFA14A) for its upcoming shareholder meeting. The filing is routine and filed by the company (registrant), disclosing items such as director elections and executive compensation. No activist campaign or contested vote is indicated. Market data shows analyst sentiment is mixed (59% bullish), with minimal recent insider selling.

Actionable Insight

This is a standard, non-eventful proxy filing. Traders should expect no immediate market reaction. Monitor for any unexpected proposals in the full proxy, though none are indicated here.

Key Facts

  • Filing is a routine DEFA14A proxy statement filed by Johnson & Johnson.
  • Filed as 'Definitive Proxy Statement', indicating standard disclosure for an upcoming shareholder vote.
  • Items likely include election of directors, executive compensation, and other standard corporate governance matters.
  • No indication of a dissident party or activist campaign; this is a standard management solicitation.
  • Recent insider activity shows only a minor sell transaction by a Congressman.

Financial Impact

No direct financial impact from the filing itself.

Risk Factors

  • The actual proxy document (not fully provided) could contain unexpected items, though the filing type and headers suggest it's routine.

Market Snapshot

Exchange
NYSE
Analyst Consensus
59% bullish (32 analysts)

Documents Analyzed

This report is based on 4 SEC documents filed with EDGAR.

DocumentAccession Number
DEFA14A Filing (Primary)0000200406-26-000065
Document: 0000200406-26-000065-index-headers.html0000200406-26-000065
Document: 0000200406-26-000065-index.html0000200406-26-000065
Document: 0000200406-26-000065.txt0000200406-26-000065
10 reports for JNJ
Performance horizon
80% Hit rate 4 of 5 directional calls best @ T+20▲ +6.93%May 31, 2026
Filters
Rows
Reports for JNJ — sortable, filterable
Type Now
Jun 6, 2026
3d ago
ANALYST-DOWNGRADE
BEARISH ★ 3/10
$192.41 $186.39▲ +3.13%▲ +6.03%$232.16 (−20.66%)
May 31, 2026
9d ago
ANALYST-UPGRADE
BULLISH ★ 5/10
$227.67 $234.31▲ +2.92%▲ +4.25%$232.16 (+1.97%)
May 20, 2026
21d ago
Court Ruling
NEUTRAL ★ 1/10
$229.12 $231.29▲ +0.95%▼ −0.29%$232.16 (+1.33%)
May 13, 2026
27d ago
ANALYST-UPGRADE
BULLISH ★ 3/10
$230.79 $231.58▲ +0.34%▲ +1.06%$232.16 (+0.59%)
May 7, 2026
4w ago
ANALYST-DOWNGRADE
BEARISH ★ 5/10
$192.41 $186.39▲ +3.13%▲ +6.03%$232.16 (−20.66%)
May 5, 2026
5w ago
Court Ruling
NEUTRAL ★ 3/10
$225.50 $221.43▼ −1.80%▼ −3.79%$232.16 (+2.96%)
Apr 14, 2026
8w ago
8-K
BULLISH ★ 8/10
$240.01 $225.97▼ −5.85%▼ −7.24%$232.16 (−3.27%)
Mar 30, 2026
10w ago
Court Ruling
NEUTRAL ★ 3/10
$242.34 $238.33▼ −1.65%▼ −5.96%$232.16 (−4.20%)
Mar 11, 2026
12w ago
DEFA14A
NEUTRAL ★ 3/10
$242.95 $237.20▼ −2.37%▼ −0.18%$232.16 (−4.44%)
Feb 28, 2026
14w ago
Institutional Cluster
MIXED ★ 7/10
$248.40 $242.34▼ −2.44%▼ −1.23%$232.16 (−6.54%)
Showing 10 of 10

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