Johnson & Johnson $JNJ Shares Bought by Summit Global Investments

Summit Global Investments grew its stake in shares of Johnson & Johnson (NYSE:JNJ) by 61.5% during the third quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor owned 15,838 shares of the company’s stock after purchasing an additional 6,030 shares during the quarter. Summit Global Investments’ holdings in Johnson & Johnson were worth $4,193,000 at the end of the most recent quarter.

Other institutional investors and hedge funds also recently modified their holdings of the company. MGO One Seven LLC grew its stake in Johnson & Johnson by 3.5% in the third quarter. MGO One Seven LLC now owns 126,490 shares of the company’s stock worth $33,487,000 after purchasing an additional 4,303 shares in the last quarter. Americana Partners LLC raised its stake in Johnson & Johnson by 15.0% during the third quarter. Americana Partners LLC now owns 252,933 shares of the company’s stock valued at $66,961,000 after buying an additional 33,017 shares in the last quarter. Aprio Wealth Management LLC lifted its holdings in Johnson & Johnson by 8.8% during the 3rd quarter. Aprio Wealth Management LLC now owns 23,665 shares of the company’s stock worth $6,265,000 after buying an additional 1,911 shares during the last quarter. Fusion Capital LLC lifted its holdings in Johnson & Johnson by 2.0% during the 3rd quarter. Fusion Capital LLC now owns 42,595 shares of the company’s stock worth $11,277,000 after buying an additional 841 shares during the last quarter. Finally, Modera Wealth Management LLC grew its position in shares of Johnson & Johnson by 3.9% in the 3rd quarter. Modera Wealth Management LLC now owns 212,329 shares of the company’s stock worth $56,212,000 after acquiring an additional 7,904 shares in the last quarter. Hedge funds and other institutional investors own 69.55% of the company’s stock.

Insider Transactions at Johnson & Johnson

In related news, EVP Jennifer L. Taubert sold 15,000 shares of the company’s stock in a transaction dated Monday, August 17th. The shares were sold at an average price of $263.36, for a total value 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 represents a 7.16% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is available through the SEC website. Also, EVP Elizabeth Forminard sold 15,918 shares of the stock in a transaction that occurred on Thursday, August 6th. The shares were sold at an average price of $257.00, for a total transaction of $4,090,926.00. Following the completion of the transaction, the executive vice president owned 16,994 shares of the company’s stock, valued at $4,367,458. This trade represents a 48.37% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Over the last three months, insiders sold 64,515 shares of company stock worth $17,271,766. Company insiders own 0.16% of the company’s stock.

Analyst Upgrades and Downgrades

JNJ has been the subject of a number of research analyst reports. The Goldman Sachs Group reiterated a “buy” rating and issued a $282.00 price target on shares of Johnson & Johnson in a report on Thursday, July 16th. Freedom Capital upgraded Johnson & Johnson from a “hold” rating to a “strong-buy” rating in a research note on Thursday, July 16th. Stifel Nicolaus set a $260.00 price objective on shares of Johnson & Johnson in a report on Wednesday, July 15th. Raymond James Financial set a $280.00 target price on shares of Johnson & Johnson in a research note on Monday, August 3rd. Finally, Bank of America reissued a “neutral” rating and set a $278.00 target price on shares of Johnson & Johnson in a report on Tuesday, September 29th. One investment 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 stock. Based on data from MarketBeat.com, the company has a consensus rating of “Moderate Buy” and a consensus price target of $275.92.

Key Headlines Impacting Johnson & Johnson

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

• Positive Sentiment: Icotyde, J&J’s oral plaque-psoriasis treatment, is reportedly gaining traction among U.S. dermatologists and being prescribed earlier in the treatment process. Strong adoption could support pharmaceutical growth and help offset declines in older products. Does Johnson & Johnson Have a New Edge in Plaque Psoriasis?
• Positive Sentiment: J&J presented 26 abstracts at TCT 2026 supporting the safety, efficacy and cost-effectiveness of its Impella heart pumps. The data may strengthen the long-term outlook for the MedTech portfolio despite recent weakness. Johnson & Johnson Presents Impella Data at TCT 2026
• Positive Sentiment: J&J continues to be highlighted as a dependable dividend stock, supported by more than five decades of annual payout increases. That income profile can provide downside support for long-term investors. Dividend Kings With 50-Plus Years of Payout Increases
• Neutral Sentiment: J&J’s recent performance has been strong, with shares reportedly up 42% over the past year, helped by progress toward resolving talc litigation and growth from newer medicines. Analysts are debating whether that advance has already priced in much of the improvement. Johnson & Johnson Is Up 42% in a Year
• Neutral Sentiment: Broker sentiment remains generally favorable, but the article questions how much weight investors should place on consensus recommendations as J&J trades near its 52-week high and at an elevated earnings multiple. Johnson & Johnson Broker Ratings
• Negative Sentiment: MedTech growth slowed in the third quarter because of international-market challenges and weakness at Abiomed. Investors may be concerned that a rebound in the fourth quarter will not fully offset the segment’s short-term disappointment. JNJ MedTech Segment Disappoints in Q3
• Negative Sentiment: Analysts see potential earnings pressure in 2027, while the market is already assigning a premium valuation after strong gains. That combination increases the risk of profit-taking if growth slows. Johnson & Johnson Strong Q3 Growth, but 2027 Could Test Earnings
• Negative Sentiment: Pomerantz announced an investigation into potential claims on behalf of J&J investors. Although such announcements do not establish wrongdoing, they add headline and litigation risk. Pomerantz Investor Investigation

Johnson & Johnson Price Performance

Shares of JNJ opened at $273.39 on Monday. Johnson & Johnson has a 12 month low of $185.12 and a 12 month high of $282.02. 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 stock has a fifty day moving average price of $265.74 and a 200 day moving average price of $246.94. The company has a market cap of $658.13 billion, a P/E ratio of 41.42, a PEG ratio of 2.70 and a beta of 0.22.

Johnson & Johnson (NYSE:JNJ) last released its quarterly earnings results on Tuesday, October 13th. The company reported $2.59 EPS for the quarter, topping the consensus estimate of $2.53 by $0.06. Johnson & Johnson had a net margin of 16.20% and a return on equity of 31.64%. The business had revenue of $25.40 billion during the quarter, compared to analyst estimates of $25.38 billion. During the same quarter in the prior year, the firm earned $2.80 earnings per share. The company’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 forecast that Johnson & Johnson will post 11.12 earnings per share for the current year.

Johnson & Johnson Announces Dividend

The firm 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 dividend on an annualized basis and a dividend yield of 2.0%. The ex-dividend date of this dividend is Tuesday, November 24th. Johnson & Johnson’s payout ratio is 81.21%.

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.