Johnson & Johnson $JNJ Shares Sold by Willis Investment Counsel

Willis Investment Counsel decreased its holdings in shares of Johnson & Johnson (NYSE:JNJ) by 15.7% in the 3rd quarter, Holdings Channel.com reports. The firm owned 260,759 shares of the company’s stock after selling 48,727 shares during the quarter. Johnson & Johnson comprises approximately 3.0% of Willis Investment Counsel’s investment portfolio, making the stock its 5th largest holding. Willis Investment Counsel’s holdings in Johnson & Johnson were worth $69,033,000 at the end of the most recent quarter.

A number of other institutional investors and hedge funds have also recently added to or reduced their stakes in JNJ. Jupiter Topco LLC purchased a new position in Johnson & Johnson in the second quarter valued at approximately $1,967,399,000. Diamant Asset Management Inc. lifted its position in shares of Johnson & Johnson by 24,436.5% during the 1st quarter. Diamant Asset Management Inc. now owns 4,473,008 shares of the company’s stock worth $109,338,000 after buying an additional 4,454,778 shares during the last quarter. Corient Private Wealth LP lifted its position in shares of Johnson & Johnson by 127.3% during the 2nd quarter. Corient Private Wealth LP now owns 6,060,922 shares of the company’s stock worth $1,539,292,000 after buying an additional 3,393,981 shares during the last quarter. Wellington Management Group LLP lifted its position in shares of Johnson & Johnson by 12.5% during the 2nd 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 during the last quarter. Finally, Amundi boosted its holdings in shares of Johnson & Johnson by 17.5% in the 1st quarter. Amundi now owns 13,406,820 shares of the company’s stock valued at $3,277,163,000 after buying an additional 2,001,139 shares in the last quarter. 69.55% of the stock is owned by institutional investors and hedge funds.

Johnson & Johnson Trading Down 0.7%

JNJ opened at $257.64 on Thursday. The firm has a market cap of $620.90 billion, a price-to-earnings ratio of 39.04, a price-to-earnings-growth ratio of 2.56 and a beta of 0.21. Johnson & Johnson has a 52 week low of $184.66 and a 52 week high of $281.07. The business’s 50 day moving average is $265.46 and its two-hundred day moving average is $249.94. The company has a quick ratio of 0.81, a current ratio of 1.09 and a debt-to-equity ratio of 0.44.

Johnson & Johnson (NYSE:JNJ) last issued its quarterly earnings data on Tuesday, October 13th. The company reported $2.59 earnings per share for the quarter, beating analysts’ consensus estimates of $2.53 by $0.06. The company had revenue of $25.40 billion during the quarter, compared to analysts’ expectations of $25.38 billion. Johnson & Johnson had a return on equity of 31.54% and a net margin of 16.20%. The firm’s revenue for the quarter was up 5.9% on a year-over-year basis. During the same quarter in the previous year, the business earned $2.80 earnings per share. Johnson & Johnson has set its FY 2026 guidance at 11.050-11.150 EPS. On average, research analysts predict that Johnson & Johnson will post 11.12 EPS for the current year.

Johnson & Johnson Dividend Announcement

The firm also recently announced a quarterly dividend, which will be paid on Tuesday, December 8th. Stockholders of record on Tuesday, November 24th will be issued a $1.34 dividend. This represents a $5.36 dividend on an annualized basis and a dividend yield of 2.1%. The ex-dividend date of this dividend is Tuesday, November 24th. Johnson & Johnson’s payout ratio is presently 81.21%.

Analyst Upgrades and Downgrades

A number of research analysts recently commented on JNJ shares. Leerink Partners dropped their target price on shares of Johnson & Johnson from $276.00 to $272.00 and set an “outperform” rating on the stock in a research report on Wednesday, October 14th. Evercore set a $300.00 price target on shares of Johnson & Johnson in a research note on Tuesday. Sanford C. Bernstein set a $270.00 price target on shares of Johnson & Johnson in a research report on Thursday, October 15th. JPMorgan Chase & Co. boosted their price target on shares of Johnson & Johnson from $270.00 to $285.00 and gave the company a “neutral” rating in a research report on Tuesday, September 29th. Finally, Stifel Nicolaus set a $260.00 price objective on shares of Johnson & Johnson in a research note on Wednesday, July 15th. One equities research analyst has rated the stock with a Strong Buy rating, seventeen have issued a Buy rating and eight have issued a Hold rating to the stock. According to data from MarketBeat.com, the stock currently has a consensus rating of “Moderate Buy” and a consensus price target of $275.92.

Insider Activity

In related news, EVP Timothy Schmid sold 33,597 shares of the company’s stock in a transaction on 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 sale, the executive vice president owned 25,447 shares in the company, valued at $6,991,308.78. This represents a 56.90% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available through the SEC website. Also, EVP Jennifer L. Taubert sold 15,000 shares of the 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 sale, the executive vice president owned 194,451 shares of the company’s stock, 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. Insiders have sold 64,515 shares of company stock valued at $17,271,766 in the last ninety days. 0.16% of the stock is currently owned by company insiders.

Key Johnson & Johnson News

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

• Positive Sentiment: Johnson & Johnson raised its 2026 outlook, calling for approximately $101.2 billion in sales at the midpoint and adjusted earnings per share of $11.05–$11.15. Its latest quarter also modestly exceeded expectations, with adjusted EPS of $2.59 versus the $2.53 consensus and revenue of $25.40 billion. Johnson & Johnson Drugs Lift Guidance, but Is 23 Times Earnings Fair?
• Positive Sentiment: The company extended its dividend-growth streak to 64 consecutive years, supporting its appeal to income-focused investors despite weaker reported earnings. Johnson & Johnson’s Profit Fell 96% Year-Over-Year
• Positive Sentiment: MedTech momentum includes the U.S. launch of the Shockwave C2 Aero Fly coronary IVL catheter, designed to reduce treatment time and strengthen J&J’s cardiovascular-device franchise. TD Cowen reiterated a Buy rating with a $300 price target. Johnson & Johnson Launches Next-Generation Shockwave Catheter

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.