One Wealth Capital Management LLC Purchases 4,190 Shares of Johnson & Johnson $JNJ

One Wealth Capital Management LLC increased its position in Johnson & Johnson (NYSE:JNJ) by 511.0% during the third quarter, Holdings Channel reports. The fund owned 5,010 shares of the company’s stock after purchasing an additional 4,190 shares during the quarter. One Wealth Capital Management LLC’s holdings in Johnson & Johnson were worth $1,326,000 as of its most recent filing with the Securities & Exchange Commission.

Several other hedge funds have also recently bought and sold shares of JNJ. Outlook Capital Management LLC acquired a new stake in shares of Johnson & Johnson in the second quarter valued at approximately $28,000. Matrix Trust Co raised its holdings in shares of Johnson & Johnson by 56.2% during the second quarter. Matrix Trust Co now owns 150 shares of the company’s stock valued at $38,000 after buying an additional 54 shares during the last quarter. Montgomery Financial Services LLC bought a new stake in shares of Johnson & Johnson during the second quarter valued at approximately $43,000. Polaris Financial Partners acquired a new position in shares of Johnson & Johnson during the third quarter worth approximately $56,000. Finally, Bullseye Investment Management LLC acquired a new position in shares of Johnson & Johnson during the second quarter worth approximately $63,000. 69.55% of the stock is currently owned by institutional investors.

Key Stories 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

Johnson & Johnson Stock Up 0.9%

Shares of NYSE JNJ opened at $268.82 on Wednesday. Johnson & Johnson has a 1 year low of $184.66 and a 1 year high of $281.07. The stock has a fifty day moving average price of $265.59 and a two-hundred day moving average price of $245.94.

Johnson & Johnson (NYSE:JNJ) last posted its quarterly earnings data on Tuesday, October 13th. The company reported $2.59 EPS for the quarter, topping analysts’ consensus estimates of $2.53 by $0.06. The firm had revenue of $25.40 billion during the quarter, compared to the consensus estimate of $25.38 billion. During the same period in the prior year, the firm posted $2.80 EPS. The firm’s quarterly revenue was up 5.9% on a year-over-year basis. Johnson & Johnson has set its FY 2026 guidance at 11.050-11.150 EPS. On average, research analysts expect that Johnson & Johnson will post 11.12 earnings per share for the current year.

Johnson & Johnson Dividend Announcement

The business also recently declared a quarterly dividend, which will be paid on Tuesday, December 8th. Shareholders of record on Tuesday, November 24th will be issued a $1.34 dividend. 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%.

Insider Activity

In related news, EVP Elizabeth Forminard sold 15,918 shares of the 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 completion of the transaction, the executive vice president owned 16,994 shares in the company, valued at $4,367,458. This trade represents a 48.37% decrease in their position. The transaction was disclosed in a document filed with the SEC, which can be accessed through the SEC website. Also, EVP Timothy Schmid sold 33,597 shares of the firm’s stock in a transaction dated Wednesday, September 2nd. The stock was sold at an average price of $274.74, for a total transaction of $9,230,439.78. Following the completion of the transaction, the executive vice president owned 25,447 shares of the company’s stock, valued at approximately $6,991,308.78. The trade was a 56.90% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. In the last 90 days, insiders sold 64,515 shares of company stock worth $17,271,766. Insiders own 0.16% of the company’s stock.

Wall Street Analyst Weigh In

A number of research analysts have issued reports on the company. Wells Fargo & Company boosted their price target on Johnson & Johnson from $275.00 to $287.00 and gave the stock an “overweight” rating in a research report on Friday, October 16th. JPMorgan Chase & Co. raised their price target on Johnson & Johnson from $270.00 to $285.00 and gave the company a “neutral” rating in a report on Tuesday, September 29th. Wall Street Zen cut shares of Johnson & Johnson from a “buy” rating to a “hold” rating in a research note on Saturday, August 1st. Scotiabank reaffirmed an “outperform” rating and issued a $305.00 price objective on shares of Johnson & Johnson in a report on Thursday, July 16th. Finally, Evercore set a $300.00 target price on shares of Johnson & Johnson in a research report on Tuesday, October 20th. One research analyst has rated the stock with a Strong Buy rating, seventeen have issued a Buy rating and eight have given a Hold rating to the company’s stock. According to data from MarketBeat.com, the stock presently has an average rating of “Moderate Buy” and a consensus target price of $275.92.

About Johnson & Johnson

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.