Signaturefd LLC raised its position in Johnson & Johnson (NYSE:JNJ – Free Report) by 6.8% in the third quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 77,490 shares of the company’s stock after buying an additional 4,917 shares during the quarter. Signaturefd LLC’s holdings in Johnson & Johnson were worth $20,515,000 as of its most recent filing with the Securities and Exchange Commission.
A number of other institutional investors and hedge funds also recently added to or reduced their stakes in the company. BG Investment Services LLC purchased a new stake in Johnson & Johnson during the 3rd quarter valued at approximately $7,741,000. Bond & Devick Financial Network Inc. lifted its position in Johnson & Johnson by 2.1% during the 3rd quarter. Bond & Devick Financial Network Inc. now owns 7,330 shares of the company’s stock worth $1,941,000 after acquiring an additional 153 shares during the period. Simplicity Wealth LLC grew its stake in shares of Johnson & Johnson by 3.1% in the 3rd quarter. Simplicity Wealth LLC now owns 54,836 shares of the company’s stock valued at $14,517,000 after purchasing an additional 1,640 shares during the last quarter. Carolina Wealth Advisors LLC grew its stake in shares of Johnson & Johnson by 1.5% in the 3rd quarter. Carolina Wealth Advisors LLC now owns 8,859 shares of the company’s stock valued at $2,345,000 after purchasing an additional 131 shares during the last quarter. Finally, NTV Asset Management LLC increased its holdings in shares of Johnson & Johnson by 12.5% in the third quarter. NTV Asset Management LLC now owns 37,037 shares of the company’s stock valued at $9,805,000 after purchasing an additional 4,128 shares during the period. Hedge funds and other institutional investors own 69.55% of the company’s stock.
Insider Buying and Selling
In related news, EVP Jennifer Taubert sold 15,000 shares of Johnson & Johnson stock in a transaction on Monday, August 17th. The stock was sold at an average price of $263.36, for a total transaction of $3,950,400.00. Following the completion of the transaction, 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 ownership of the stock. The sale was disclosed in a document filed with the SEC, which can be accessed through this link. Also, EVP Elizabeth Forminard sold 15,918 shares of the business’s stock in a transaction on Thursday, August 6th. The stock was sold at an average price of $257.00, for a total value of $4,090,926.00. Following the sale, the executive vice president owned 16,994 shares in the company, valued at approximately $4,367,458. The trade was a 48.37% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold a total of 64,515 shares of company stock worth $17,271,766 in the last quarter. Company insiders own 0.16% of the company’s stock.
Johnson & Johnson Stock Performance
Shares of NYSE:JNJ opened at $268.82 on Wednesday. Johnson & Johnson has a 52 week low of $184.66 and a 52 week high of $281.07. The company has a 50-day moving average price of $265.59 and a 200 day moving average price of $245.94.
Johnson & Johnson (NYSE:JNJ – Get Free Report) last issued its earnings results on Tuesday, October 13th. The company reported $2.59 earnings per share for the quarter, topping the consensus estimate of $2.53 by $0.06. The company had revenue of $25.40 billion for the quarter, compared to analyst estimates of $25.38 billion. During the same quarter in the previous year, the company posted $2.80 earnings per share. The company’s quarterly revenue was up 5.9% compared to the same quarter last year. Johnson & Johnson has set its FY 2026 guidance at 11.050-11.150 EPS. On average, research analysts forecast that Johnson & Johnson will post 11.12 EPS for the current fiscal year.
Johnson & Johnson Announces Dividend
The company also recently declared a quarterly dividend, which will be paid on Tuesday, December 8th. Stockholders of record on Tuesday, November 24th will be paid a dividend of $1.34 per share. The ex-dividend date of this dividend is Tuesday, November 24th. This represents a $5.36 annualized dividend and a dividend yield of 2.0%.
Key Headlines Impacting Johnson & Johnson
Here are the key news stories impacting Johnson & Johnson this week:
- Positive Sentiment: Promising cancer data strengthens pipeline outlook. JNJ reported a 75% tumor response rate for the early-stage JNJ-6143 prostate cancer treatment. Separately, the RYBREVANT FASPRO regimen produced a 77% response rate in previously untreated advanced head and neck cancer, while ERLEADA reduced recurrence or death risk by 62% when used before and after surgery in high-risk prostate cancer. These results could support future growth, although JNJ-6143 remains in an early trial. Johnson & Johnson cancer trial results
- Positive Sentiment: Pipeline and strategy review provide a potential catalyst. JNJ will host an Enterprise Business Review on December 8, where management is expected to outline its Innovative Medicine and MedTech pipelines and long-term growth plans. Investors will look for additional detail on commercialization opportunities and future shareholder returns. Johnson & Johnson Enterprise Business Review
- Neutral Sentiment: Valuation is the key debate. JNJ has substantially outperformed over the past three years and trades near its 12-month high, making future cash-flow growth important to justify the share price. Its reported forward fiscal 2026 EPS guidance of $11.05–$11.15 and recent earnings beat provide support, but investors may demand stronger growth after the rally. Johnson & Johnson valuation analysis
- Negative Sentiment: Investor litigation scrutiny remains an overhang. Pomerantz LLP announced an investigation into potential claims on behalf of JNJ investors. The announcement does not establish wrongdoing, but additional legal uncertainty could weigh on sentiment. Reports also showed net ETF selling, indicating some short-term institutional pressure. Pomerantz investor alert
Wall Street Analyst Weigh In
Several equities research analysts have recently commented on the company. UBS Group set a $270.00 price target on Johnson & Johnson in a research note on Wednesday, October 14th. Wall Street Zen lowered shares of Johnson & Johnson from a “buy” rating to a “hold” rating in a research report on Saturday, August 1st. Stifel Nicolaus set a $260.00 price objective on shares of Johnson & Johnson in a research report on Wednesday, July 15th. Erste Group Bank cut shares of Johnson & Johnson from a “buy” rating to a “hold” rating in a research note on Wednesday, October 21st. Finally, Bank of America restated a “neutral” rating and set a $278.00 price objective on shares of Johnson & Johnson in a research report on Tuesday, September 29th. One research analyst has rated the stock with a Strong Buy rating, seventeen have assigned a Buy rating and eight have assigned a Hold rating to the company. Based on data from MarketBeat, the company has a consensus rating of “Moderate Buy” and an average price target of $275.92.
View Our Latest Stock Analysis on Johnson & Johnson
Johnson & Johnson Profile
Johnson & Johnson (NYSE: JNJ) is a global healthcare company headquartered in New Brunswick, New Jersey. Founded in 1886, the company develops and markets products and services for patients, healthcare professionals and institutions worldwide.
Johnson & Johnson operates through two principal segments: Innovative Medicine and MedTech. Innovative Medicine focuses on pharmaceuticals for areas such as immunology, oncology, neuroscience, infectious diseases and cardiovascular conditions.
Read More
- Five stocks we like better than Johnson & Johnson
- Coca-Cola Stock Is Everything AI Isn’t—And That’s Its Biggest Strength
- Apple’s Foldable iPhone Sold Out in Minutes, But Wall Street Has Questions
- Netflix Is Making Big Changes, But Can It Fix What’s Really Hurting Growth?
- Charging Ahead: Solid Power’s Pilot Line Leaves the Lab
Receive News & Ratings for Johnson & Johnson Daily - Enter your email address below to receive a concise daily summary of the latest news and analysts' ratings for Johnson & Johnson and related companies with MarketBeat.com's FREE daily email newsletter.
