22,327 Johnson & Johnson $JNJ Shares Acquired by Oppenheimer & Co. Inc.

Oppenheimer & Co. Inc. raised its holdings in shares of Johnson & Johnson (NYSE:JNJ) by 12.2% in the third quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 205,440 shares of the company’s stock after purchasing an additional 22,327 shares during the quarter. Johnson & Johnson accounts for approximately 0.6% of Oppenheimer & Co. Inc.’s portfolio, making the stock its 26th largest position. Oppenheimer & Co. Inc.’s holdings in Johnson & Johnson were worth $54,388,000 at the end of the most recent quarter.

Several other institutional investors have also recently bought and sold shares of JNJ. Center for Financial Planning Inc. lifted its position in Johnson & Johnson by 2.4% in the 3rd quarter. Center for Financial Planning Inc. now owns 16,174 shares of the company’s stock valued at $4,282,000 after acquiring an additional 380 shares in the last quarter. Park Avenue Securities LLC increased its holdings in Johnson & Johnson by 1.2% during the 3rd quarter. Park Avenue Securities LLC now owns 120,909 shares of the company’s stock worth $32,009,000 after purchasing an additional 1,478 shares in the last quarter. Gratus Wealth Advisors LLC increased its holdings in Johnson & Johnson by 2.0% during the 3rd quarter. Gratus Wealth Advisors LLC now owns 2,909 shares of the company’s stock worth $770,000 after purchasing an additional 56 shares in the last quarter. Verdence Capital Advisors LLC raised its stake in shares of Johnson & Johnson by 27.9% in the third quarter. Verdence Capital Advisors LLC now owns 40,810 shares of the company’s stock worth $10,804,000 after purchasing an additional 8,909 shares during the last quarter. Finally, Flagship Harbor Advisors LLC raised its stake in shares of Johnson & Johnson by 0.6% in the third quarter. Flagship Harbor Advisors LLC now owns 30,719 shares of the company’s stock worth $8,133,000 after purchasing an additional 186 shares during the last quarter. Institutional investors and hedge funds own 69.55% of the company’s stock.

Johnson & Johnson Stock Performance

Shares of JNJ opened at $275.17 on Friday. The company has a current ratio of 1.02, a quick ratio of 0.74 and a debt-to-equity ratio of 0.44. The company has a market capitalization of $662.42 billion, a price-to-earnings ratio of 41.69, a PEG ratio of 2.68 and a beta of 0.21. The stock has a 50 day moving average of $265.64 and a 200 day moving average of $246.62. Johnson & Johnson has a 12 month low of $185.12 and a 12 month high of $281.07.

Johnson & Johnson (NYSE:JNJ) last posted its quarterly earnings data on Tuesday, October 13th. The company reported $2.59 earnings per share for the quarter, topping the consensus estimate of $2.53 by $0.06. The business had revenue of $25.40 billion for the quarter, compared to analysts’ expectations of $25.38 billion. Johnson & Johnson had a return on equity of 31.64% and a net margin of 16.20%. The business’s revenue was up 5.9% on a year-over-year basis. During the same quarter in the previous year, the firm earned $2.80 earnings per share. Johnson & Johnson has set its FY 2026 guidance at 11.050-11.150 EPS. As a group, sell-side analysts forecast that Johnson & Johnson will post 11.12 earnings per share for the current year.

Johnson & Johnson Announces Dividend

The business 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 $1.34 dividend. This represents a $5.36 dividend on an annualized basis and a dividend yield of 1.9%. The ex-dividend date of this dividend is Tuesday, November 24th. Johnson & Johnson’s payout ratio is 81.21%.

Analysts Set New Price Targets

A number of research analysts have recently weighed in on JNJ shares. Guggenheim restated a “buy” rating and issued a $287.00 target price on shares of Johnson & Johnson in a report on Wednesday, October 7th. Erste Group Bank downgraded Johnson & Johnson from a “buy” rating to a “hold” rating in a report on Wednesday, October 21st. Leerink Partners lowered their price target on Johnson & Johnson from $276.00 to $272.00 and set an “outperform” rating for the company in a research report on Wednesday, October 14th. 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, Bank of America reaffirmed a “neutral” rating and set a $278.00 price objective on shares of Johnson & Johnson in a report on Tuesday, September 29th. One equities research analyst has rated the stock with a Strong Buy rating, seventeen have issued a Buy rating and eight have assigned a Hold rating to the company’s stock. According to MarketBeat, the company currently has a consensus rating of “Moderate Buy” and a consensus target price of $275.92.

More Johnson & Johnson News

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

• Positive Sentiment: Icotyde gains traction in plaque psoriasis. Independent physician research indicates that Johnson & Johnson’s oral therapy is being adopted quickly in U.S. dermatology practices and gaining share among oral advanced treatments. Earlier use could expand Icotyde’s revenue opportunity and delay treatment with more expensive biologics. Does Johnson & Johnson Have a New Edge in Plaque Psoriasis?
• Positive Sentiment: Newer products are helping offset Stelara’s decline. J&J’s stock has gained substantially over the past year as newer medicines compensate for pressure on Stelara, while the company works toward resolving ovarian talc claims. Johnson & Johnson Is Up 42% in a Year: Take Profits, or Buy More?
• Positive Sentiment: Medical-device evidence supports Impella. J&J presented a record 26 abstracts at TCT 2026, adding to more than two decades of data on the safety, efficacy and cost-effectiveness of its Impella heart pumps. The data may reinforce adoption of the cardiovascular device franchise. Johnson & Johnson Record 26 Abstracts at TCT 2026
• Positive Sentiment: Recent operating results remain supportive. J&J exceeded quarterly earnings expectations, with revenue rising year over year, and reaffirmed fiscal 2026 earnings guidance. Its diversified drug and device portfolio has also benefited from continued progress in arthritis treatments and regulatory expansion. Johnson & Johnson Strong Q3 Growth, But 2027 Could Test Its Earnings
• Neutral Sentiment: Analyst sentiment is generally favorable, but broker ratings are already reflected in the stock’s strong run and do not by themselves provide a new earnings catalyst. Johnson & Johnson Is Considered a Good Investment by Brokers
• Negative Sentiment: Investors face longer-term earnings and legal risks. Stelara’s erosion, potential 2027 earnings pressure and J&J’s premium valuation could limit further upside. Separately, Pomerantz announced an investigation into potential investor claims related to the company; the announcement is not a finding of wrongdoing but could add headline and litigation risk. Pomerantz Investor Alert Regarding Johnson & Johnson

Insider Buying and Selling

In other Johnson & Johnson news, EVP Elizabeth Forminard sold 15,918 shares of Johnson & Johnson stock in a transaction dated Thursday, August 6th. The shares were sold at an average price of $257.00, for a total value of $4,090,926.00. Following the sale, the executive vice president owned 16,994 shares of the company’s stock, valued at approximately $4,367,458. The trade was a 48.37% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which is accessible through this link. Also, EVP Jennifer L. Taubert sold 15,000 shares of Johnson & Johnson stock in a transaction dated 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 completion of the sale, 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. In the last ninety days, insiders have sold 64,515 shares of company stock valued at $17,271,766. 0.16% of the stock is owned by insiders.

Johnson & Johnson 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.