Johnson & Johnson $JNJ Stock Position Lifted by Verdence Capital Advisors LLC

Verdence Capital Advisors LLC lifted its position in Johnson & Johnson (NYSE:JNJ) by 27.9% during the 3rd quarter, HoldingsChannel.com reports. The fund owned 40,810 shares of the company’s stock after buying an additional 8,909 shares during the quarter. Verdence Capital Advisors LLC’s holdings in Johnson & Johnson were worth $10,804,000 at the end of the most recent quarter.

A number of other large investors have also made changes to their positions in JNJ. Silver Coast Investments LLC grew its position in Johnson & Johnson by 3.8% during the 2nd quarter. Silver Coast Investments LLC now owns 1,066 shares of the company’s stock worth $271,000 after purchasing an additional 39 shares in the last quarter. Townsend Asset Management Corp NC ADV lifted its holdings in shares of Johnson & Johnson by 0.6% in the second quarter. Townsend Asset Management Corp NC ADV now owns 6,418 shares of the company’s stock valued at $1,630,000 after purchasing an additional 39 shares in the last quarter. Triumph Capital Management lifted its holdings in shares of Johnson & Johnson by 1.6% in the second quarter. Triumph Capital Management now owns 2,531 shares of the company’s stock valued at $643,000 after purchasing an additional 39 shares in the last quarter. Kwmg LLC boosted its position in shares of Johnson & Johnson by 1.7% in the third quarter. Kwmg LLC now owns 2,383 shares of the company’s stock worth $631,000 after buying an additional 39 shares during the period. Finally, Cypress Wealth Services LLC boosted its position in shares of Johnson & Johnson by 0.4% in the third quarter. Cypress Wealth Services LLC now owns 10,618 shares of the company’s stock worth $2,705,000 after buying an additional 39 shares during the period. Institutional investors and hedge funds own 69.55% of the company’s stock.

Johnson & Johnson Trading Up 1.5%

NYSE JNJ opened at $275.17 on Friday. The company has a current ratio of 1.02, a quick ratio of 0.74 and a debt-to-equity ratio of 0.44. Johnson & Johnson has a 1-year low of $185.12 and a 1-year high of $281.07. The firm’s fifty day simple moving average is $265.64 and its 200-day simple moving average is $246.62. The company has a market capitalization of $662.42 billion, a PE ratio of 41.69, a price-to-earnings-growth ratio of 2.68 and a beta of 0.21.

Johnson & Johnson (NYSE:JNJ) last released its quarterly earnings data on Tuesday, October 13th. The company reported $2.59 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $2.53 by $0.06. Johnson & Johnson had a return on equity of 31.64% and a net margin of 16.20%. The firm had revenue of $25.40 billion during the quarter, compared to analysts’ expectations of $25.38 billion. During the same quarter last year, the firm earned $2.80 earnings per share. The business’s revenue for the quarter was up 5.9% on a year-over-year basis. Johnson & Johnson has set its FY 2026 guidance at 11.050-11.150 EPS. As a group, sell-side analysts anticipate that Johnson & Johnson will post 11.12 earnings per share 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 issued a dividend of $1.34 per share. This represents a $5.36 annualized dividend and a dividend yield of 1.9%. The ex-dividend date is Tuesday, November 24th. Johnson & Johnson’s payout ratio is currently 81.21%.

Insider Activity

In related news, EVP Timothy Schmid sold 33,597 shares of the firm’s stock in a transaction that occurred on Wednesday, September 2nd. The shares were sold at an average price of $274.74, for a total transaction of $9,230,439.78. Following the transaction, the executive vice president owned 25,447 shares of the company’s stock, valued at approximately $6,991,308.78. This trade represents a 56.90% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available through the SEC website. Also, EVP Jennifer L. Taubert sold 15,000 shares of Johnson & Johnson stock in a transaction that occurred on Monday, August 17th. The shares were sold at an average price of $263.36, for a total transaction of $3,950,400.00. Following the completion of the sale, the executive vice president owned 194,451 shares of the company’s stock, valued at $51,210,615.36. This trade represents a 7.16% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders sold a total of 64,515 shares of company stock worth $17,271,766 in the last three months. 0.16% of the stock is owned by insiders.

Key Headlines Impacting Johnson & Johnson

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

• Positive Sentiment: Icotyde gains traction in plaque psoriasis. Independent physician research indicates that Johnson & Johnson’s oral therapy is being adopted quickly in U.S. dermatology practices and gaining share among oral advanced treatments. Earlier use could expand Icotyde’s revenue opportunity and delay treatment with more expensive biologics. Does Johnson & Johnson Have a New Edge in Plaque Psoriasis?
• Positive Sentiment: Newer products are helping offset Stelara’s decline. J&J’s stock has gained substantially over the past year as newer medicines compensate for pressure on Stelara, while the company works toward resolving ovarian talc claims. Johnson & Johnson Is Up 42% in a Year: Take Profits, or Buy More?
• Positive Sentiment: Medical-device evidence supports Impella. J&J presented a record 26 abstracts at TCT 2026, adding to more than two decades of data on the safety, efficacy and cost-effectiveness of its Impella heart pumps. The data may reinforce adoption of the cardiovascular device franchise. Johnson & Johnson Record 26 Abstracts at TCT 2026
• Positive Sentiment: Recent operating results remain supportive. J&J exceeded quarterly earnings expectations, with revenue rising year over year, and reaffirmed fiscal 2026 earnings guidance. Its diversified drug and device portfolio has also benefited from continued progress in arthritis treatments and regulatory expansion. Johnson & Johnson Strong Q3 Growth, But 2027 Could Test Its Earnings
• Neutral Sentiment: Analyst sentiment is generally favorable, but broker ratings are already reflected in the stock’s strong run and do not by themselves provide a new earnings catalyst. Johnson & Johnson Is Considered a Good Investment by Brokers
• Negative Sentiment: Investors face longer-term earnings and legal risks. Stelara’s erosion, potential 2027 earnings pressure and J&J’s premium valuation could limit further upside. Separately, Pomerantz announced an investigation into potential investor claims related to the company; the announcement is not a finding of wrongdoing but could add headline and litigation risk. Pomerantz Investor Alert Regarding Johnson & Johnson

Wall Street Analyst Weigh In

A number of brokerages have recently weighed in on JNJ. Morgan Stanley lowered their price target on Johnson & Johnson from $294.00 to $292.00 and set an “overweight” rating on the stock in a report on Thursday, October 15th. Evercore set a $300.00 price objective on Johnson & Johnson in a research report on Tuesday, October 20th. Wells Fargo & Company lifted their target price on Johnson & Johnson from $275.00 to $287.00 and gave the company an “overweight” rating in a research note on Friday, October 16th. Guggenheim reiterated a “buy” rating and issued a $287.00 target price on shares of Johnson & Johnson in a report on Wednesday, October 7th. Finally, Sanford C. Bernstein set a $270.00 price target on shares of Johnson & Johnson in a research report on Thursday, October 15th. One equities research analyst has rated the stock with a Strong Buy rating, seventeen have given a Buy rating and eight have assigned a Hold rating to the stock. Based on data from MarketBeat.com, the company currently has an average rating of “Moderate Buy” and a consensus target price of $275.92.

Johnson & Johnson Company 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.