26,805 Johnson & Johnson $JNJ Shares Purchased by Kestra Advisory Services LLC

Kestra Advisory Services LLC raised its holdings in Johnson & Johnson (NYSE:JNJ) by 5.9% during the 3rd quarter, according to its most recent disclosure with the Securities & Exchange Commission. The firm owned 483,665 shares of the company’s stock after buying an additional 26,805 shares during the period. Kestra Advisory Services LLC’s holdings in Johnson & Johnson were worth $128,045,000 at the end of the most recent quarter.

A number of other hedge funds also recently made changes to their positions in JNJ. Wellington Management Group LLP raised its stake 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 during the period. Deutsche Bank AG lifted 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 valued at $3,977,506,000 after purchasing an additional 1,225,676 shares during the last quarter. Amundi boosted its position in Johnson & Johnson by 17.5% during the first 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 during the period. Jupiter Topco LLC bought a new position in Johnson & Johnson during the second quarter worth $1,967,399,000. Finally, Janus Henderson Group PLC increased its holdings 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 valued at $1,924,323,000 after purchasing an additional 148,497 shares during the last quarter. 69.55% of the stock is owned by institutional investors and hedge funds.

Trending Headlines about Johnson & Johnson

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

• Positive Sentiment: The FDA granted accelerated approval to RYBREVANT FASPRO as a single-agent treatment for certain adults with recurrent or metastatic head and neck cancer after prior platinum chemotherapy and immunotherapy. J&J says the treatment is the first new option in this setting in a decade; trial data showed a 42% response rate. The approval extends the drug’s use beyond lung cancer and could broaden its commercial opportunity, though the indication is limited and accelerated approval may require confirmatory evidence. FDA approval announcement
• Positive Sentiment: J&J’s Innovative Medicine division grew third-quarter sales 7.7% to $16.76 billion, with established blockbusters and new launches more than offsetting generic competition. Continued growth despite patent-related headwinds supports the business outlook. Innovative Medicine sales report
• Neutral Sentiment: J&J was included in an article highlighting companies with a history of dividend increases and strong balance sheets. This reinforces its income-investor appeal, but the article does not identify a new company-specific dividend announcement. Dividend raisers article
• Negative Sentiment: Pomerantz LLP announced it is investigating potential claims on behalf of J&J investors. The notice does not provide details of the claims, but the investigation could add legal and reputational uncertainty. Investor investigation announcement

Insider Activity

In other Johnson & Johnson news, EVP Timothy Schmid sold 33,597 shares of the business’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 sale, the executive vice president owned 25,447 shares of the company’s stock, valued at $6,991,308.78. The trade was a 56.90% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is available at the SEC website. Also, EVP Jennifer Taubert sold 15,000 shares of the stock in a transaction that occurred 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 transaction, the executive vice president owned 194,451 shares in the company, valued at approximately $51,210,615.36. The trade was a 7.16% decrease in their position. The disclosure for this sale is available in the SEC filing. 0.16% of the stock is owned by insiders.

Johnson & Johnson Stock Performance

NYSE JNJ traded up $3.82 on Friday, reaching $276.14. The stock had a trading volume of 8,859,790 shares, compared to its average volume of 7,536,766. 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 market cap of $664.76 billion, a P/E ratio of 41.84, a price-to-earnings-growth ratio of 2.67 and a beta of 0.22. The firm has a fifty day moving average of $265.91 and a two-hundred day moving average of $248.30. Johnson & Johnson has a 1-year low of $185.12 and a 1-year high of $282.02.

Johnson & Johnson (NYSE:JNJ) last posted 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. The company had revenue of $25.40 billion during the quarter, compared to the consensus estimate of $25.38 billion. Johnson & Johnson had a return on equity of 31.64% and a net margin of 16.20%. The company’s revenue was up 5.9% on a year-over-year basis. During the same quarter last year, the firm earned $2.80 earnings per share. Johnson & Johnson has set its FY 2026 guidance at 11.050-11.150 EPS. On average, equities research analysts anticipate that Johnson & Johnson will post 11.12 EPS for the current year.

Johnson & Johnson Dividend Announcement

The firm also recently disclosed a quarterly dividend, which will be paid on Tuesday, December 8th. Shareholders of record on Tuesday, November 24th will be paid a $1.34 dividend. The ex-dividend date is Tuesday, November 24th. This represents a $5.36 annualized dividend and a yield of 1.9%. Johnson & Johnson’s payout ratio is 81.21%.

Analysts Set New Price Targets

Several equities analysts have recently weighed in on JNJ shares. Erste Group Bank lowered shares of Johnson & Johnson from a “buy” rating to a “hold” rating in a research report on Wednesday, October 21st. Morgan Stanley reduced their target price on shares of Johnson & Johnson from $294.00 to $292.00 and set an “overweight” rating for the company in a report on Thursday, October 15th. Wall Street Zen lowered shares of Johnson & Johnson from a “buy” rating to a “hold” rating in a research note on Saturday, August 1st. Sanford C. Bernstein set a $270.00 price target on shares of Johnson & Johnson in a report on Thursday, October 15th. Finally, Scotiabank restated an “outperform” rating and set a $305.00 price objective on shares of Johnson & Johnson in a research report on Thursday, July 16th. One research 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 company. Based on data from MarketBeat.com, the stock has an average rating of “Moderate Buy” and a consensus target price of $275.92.

Johnson & Johnson Profile

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.