Johnson & Johnson $JNJ Shares Purchased by Keybank National Association OH

Keybank National Association OH grew its holdings in shares of Johnson & Johnson (NYSE:JNJ) by 2.7% in the third quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund owned 1,392,329 shares of the company’s stock after buying an additional 36,487 shares during the quarter. Johnson & Johnson accounts for about 1.2% of Keybank National Association OH’s holdings, making the stock its 17th biggest position. Keybank National Association OH owned approximately 0.06% of Johnson & Johnson worth $368,605,000 as of its most recent SEC filing.

Several other hedge funds and other institutional investors also recently made changes to their positions in JNJ. Wellington Management Group LLP lifted its position in Johnson & Johnson by 12.5% in the 2nd quarter. Wellington Management Group LLP now owns 22,588,696 shares of the company’s stock valued at $5,736,851,000 after acquiring an additional 2,513,321 shares in the last quarter. Deutsche Bank AG increased its holdings 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 purchasing an additional 1,225,676 shares in the last quarter. Amundi increased its holdings 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 purchasing an additional 2,001,139 shares in the last quarter. Janus Henderson Group PLC raised its stake in shares of Johnson & Johnson by 1.9% in the first quarter. Janus Henderson Group PLC now owns 7,872,478 shares of the company’s stock worth $1,924,323,000 after purchasing an additional 148,497 shares during the last quarter. Finally, Jupiter Topco LLC purchased a new stake in shares of Johnson & Johnson in the second quarter worth approximately $1,967,399,000. 69.55% of the stock is owned by institutional investors.

Analyst Upgrades and Downgrades

JNJ has been the topic of a number of recent research reports. Guggenheim restated a “buy” rating and issued a $287.00 target price on shares of Johnson & Johnson in a report on Wednesday, October 7th. TD Cowen reiterated a “buy” rating on shares of Johnson & Johnson in a report on Tuesday, October 20th. Evercore set a $300.00 price target on Johnson & Johnson in a research report on Tuesday, October 20th. Scotiabank restated an “outperform” rating and set a $305.00 price objective on shares of Johnson & Johnson in a research note on Thursday, July 16th. Finally, Raymond James Financial set a $280.00 price objective on shares of Johnson & Johnson in a report on Monday, August 3rd. 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’s stock. According to data from MarketBeat.com, Johnson & Johnson has a consensus rating of “Moderate Buy” and a consensus price target of $275.92.

Johnson & Johnson News Summary

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

• Positive Sentiment: Oncology sales rose 16.8% to $22 billion in the first nine months of 2026, supported by established cancer drugs and new launches. Continued growth in this business could bolster revenue. J&J’s Oncology Sales Surge So Far in 2026: What Lies Ahead?
• Positive Sentiment: CAPLYTA met the primary and key secondary endpoints in a second Phase 3 study for bipolar mania, with improvement reported as early as Day 3. J&J said the two positive studies will support a planned U.S. FDA submission, adding to the drug’s potential uses. J&J eyes US nod for Caplyta in bipolar mania after second trial win
• Positive Sentiment: Investigational drug ICOTYDE met the primary endpoint in a Phase 3 trial for psoriatic arthritis, adding another encouraging pipeline result that could support future growth if confirmed and approved. Johnson & Johnson Says Icotyde in Psoriatic Arthritis Disease Meets Primary Endpoint in Phase 3 Study
• Neutral Sentiment: A valuation analysis questioned whether JNJ’s price reflects the cash flow it may generate, noting its 108.1% return over three years. It raises a caution for investors but does not establish that the shares are overvalued. Is Johnson & Johnson (JNJ) Below Fair Value On Cash Flow?
• Negative Sentiment: Pomerantz LLP announced an investigation into claims on behalf of JNJ investors. The notice provides few details and is not a finding of wrongdoing, but it introduces potential legal uncertainty. Investor Alert: Pomerantz Law Firm Investigates Claims

Johnson & Johnson Trading Down 0.4%

NYSE:JNJ opened at $280.90 on Wednesday. The company has a debt-to-equity ratio of 0.44, a quick ratio of 0.74 and a current ratio of 1.02. The firm has a market cap of $676.21 billion, a price-to-earnings ratio of 42.56, a price-to-earnings-growth ratio of 2.79 and a beta of 0.22. Johnson & Johnson has a 52 week low of $189.05 and a 52 week high of $283.25. The firm has a 50-day moving average price of $266.49 and a two-hundred day moving average price of $248.93.

Johnson & Johnson (NYSE:JNJ) last announced its earnings results on Tuesday, October 13th. The company reported $2.59 earnings per share for the quarter, topping 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 for the quarter, compared to the consensus estimate of $25.38 billion. During the same quarter in the previous year, the business earned $2.80 EPS. The company’s 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, equities analysts expect that Johnson & Johnson will post 11.12 earnings per share for the current fiscal year.

Johnson & Johnson Dividend Announcement

The firm also recently declared a quarterly dividend, which will be paid on Tuesday, December 8th. Investors of record on Tuesday, November 24th will be issued a dividend of $1.34 per share. This represents a $5.36 dividend on an annualized basis and a yield of 1.9%. The ex-dividend date is Tuesday, November 24th. Johnson & Johnson’s dividend payout ratio (DPR) is 81.21%.

Insiders Place Their Bets

In related news, EVP Timothy Schmid sold 33,597 shares of Johnson & Johnson stock in a transaction on 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 sale, the executive vice president directly owned 25,447 shares in the company, 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 SEC, which can be accessed through this link. Also, EVP Jennifer Taubert sold 15,000 shares of the business’s stock in a transaction on Monday, August 17th. The stock was sold at an average price of $263.36, for a total value of $3,950,400.00. Following the completion of the transaction, the executive vice president directly owned 194,451 shares in the company, valued at approximately $51,210,615.36. This represents a 7.16% decrease in their position. The disclosure for this sale is available in the SEC filing. Company insiders own 0.16% of the company’s stock.

About Johnson & Johnson

Johnson & Johnson is a global healthcare company that develops and sells prescription medicines and medical technologies. Its business is organized around two segments: Innovative Medicine and MedTech. Innovative Medicine develops treatments in areas including oncology, immunology, neuroscience, cardiovascular and metabolic disease, and pulmonary hypertension. MedTech provides products and technologies for fields such as surgery, orthopedics, and vision care. Founded in 1886, Johnson & Johnson serves patients and healthcare professionals in markets around the world.