Johnson & Johnson $JNJ Stock: One Way Holdings LLC Raises Holdings

One Way Holdings LLC grew its position in Johnson & Johnson (NYSE:JNJ) by 870.2% during the 3rd quarter, according to its most recent 13F filing with the SEC. The institutional investor owned 44,201 shares of the company’s stock after purchasing an additional 39,645 shares during the period. One Way Holdings LLC’s holdings in Johnson & Johnson were worth $11,702,000 as of its most recent filing with the SEC.

Several other large investors have also made changes to their positions in JNJ. Wellington Management Group LLP increased its holdings in shares of Johnson & Johnson by 12.5% during the second quarter. Wellington Management Group LLP now owns 22,588,696 shares of the company’s stock worth $5,736,851,000 after buying an additional 2,513,321 shares in the last quarter. Deutsche Bank AG grew its position in Johnson & Johnson by 8.5% during the 2nd quarter. Deutsche Bank AG now owns 15,661,323 shares of the company’s stock worth $3,977,506,000 after acquiring an additional 1,225,676 shares during the last quarter. Amundi grew its position in Johnson & Johnson by 17.5% during the 1st quarter. Amundi now owns 13,406,820 shares of the company’s stock worth $3,277,163,000 after acquiring an additional 2,001,139 shares during the last quarter. Jupiter Topco LLC acquired a new stake in Johnson & Johnson during the 2nd quarter valued at $1,967,399,000. Finally, Janus Henderson Group PLC increased its holdings in Johnson & Johnson by 1.9% during the 1st quarter. Janus Henderson Group PLC now owns 7,872,478 shares of the company’s stock valued at $1,924,323,000 after purchasing an additional 148,497 shares in the last quarter. Institutional investors own 69.55% of the company’s stock.

Insider Activity

In related news, EVP Elizabeth Forminard sold 15,918 shares of the firm’s stock in a transaction dated 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 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 ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available at the SEC website. Also, EVP Timothy Schmid sold 33,597 shares of the firm’s stock in a transaction dated Wednesday, September 2nd. The shares were sold at an average price of $274.74, for a total value of $9,230,439.78. Following the completion of the transaction, the executive vice president owned 25,447 shares in the company, valued at approximately $6,991,308.78. This represents a 56.90% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders have sold 64,515 shares of company stock valued at $17,271,766 over the last 90 days. 0.16% of the stock is owned by company insiders.

Key Stories Impacting Johnson & Johnson

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

• Positive Sentiment: New real-world and observational analyses presented at TCT 2026 linked Impella-supported high-risk coronary procedures with lower mortality than prior study benchmarks; one report also cited a 94% procedural success rate. The findings could bolster the case for the heart-pump business, though further evidence, including the ongoing PROTECT IV trial, remains important. Article: Johnson & Johnson reports 94% success rate in trial of coronary artery device
• Neutral Sentiment: Pomerantz LLP said it is investigating claims on behalf of J&J investors, but its alert provides no details about the claims or any legal action. The announcement alone does not establish wrongdoing or the likely financial impact. Article: Pomerantz Law Firm investigates claims on behalf of investors of Johnson & Johnson
• Negative Sentiment: The investor investigation is a potential source of uncertainty and could weigh on sentiment if it develops into substantive litigation or reveals material allegations. Article: Pomerantz Law Firm investigates claims on behalf of investors of Johnson & Johnson

Johnson & Johnson Stock Performance

JNJ stock opened at $266.10 on Wednesday. The company has a debt-to-equity ratio of 0.44, a current ratio of 1.02 and a quick ratio of 0.74. The company has a 50 day moving average price of $265.60 and a 200 day moving average price of $247.46. Johnson & Johnson has a fifty-two week low of $185.12 and a fifty-two week high of $282.02. The stock has a market capitalization of $640.59 billion, a PE ratio of 40.32, a price-to-earnings-growth ratio of 2.67 and a beta of 0.22.

Johnson & Johnson (NYSE:JNJ) last announced its quarterly earnings data on Tuesday, October 13th. The company reported $2.59 EPS for the quarter, beating analysts’ consensus estimates of $2.53 by $0.06. The firm had revenue of $25.40 billion for the quarter, compared to analyst estimates of $25.38 billion. Johnson & Johnson had a return on equity of 31.64% and a net margin of 16.20%. The business’s quarterly revenue was up 5.9% compared to the same quarter last year. During the same period last year, the company earned $2.80 EPS. Johnson & Johnson has set its FY 2026 guidance at 11.050-11.150 EPS. Analysts forecast that Johnson & Johnson will post 11.12 EPS for the current 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. This represents a $5.36 annualized dividend and a dividend yield of 2.0%. The ex-dividend date of this dividend is Tuesday, November 24th. Johnson & Johnson’s dividend payout ratio is 81.21%.

Analyst Ratings Changes

Several brokerages have issued reports on JNJ. Evercore set a $300.00 price objective on Johnson & Johnson in a research report on Tuesday, October 20th. Freedom Capital upgraded Johnson & Johnson from a “hold” rating to a “strong-buy” rating in a report on Thursday, July 16th. Bank of America restated a “neutral” rating and issued a $278.00 target price on shares of Johnson & Johnson in a research note on Tuesday, September 29th. Wells Fargo & Company lifted their price target on Johnson & Johnson from $275.00 to $287.00 and gave the company an “overweight” rating in a report on Friday, October 16th. Finally, Johnson Rice downgraded shares of Johnson & Johnson from a “buy” rating to a “hold” rating in a research report on Wednesday, October 21st. One analyst has rated the stock with a Strong Buy rating, seventeen have given a Buy rating and eight have given a Hold rating to the company. Based on data from MarketBeat.com, the company presently has a consensus rating of “Moderate Buy” and a consensus price target 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.