Sigma Planning Corp lifted its holdings in Johnson & Johnson (NYSE:JNJ – Free Report) by 7.5% during the 3rd quarter, HoldingsChannel reports. The institutional investor owned 66,705 shares of the company’s stock after purchasing an additional 4,676 shares during the period. Sigma Planning Corp’s holdings in Johnson & Johnson were worth $17,549,000 at the end of the most recent quarter.
Other institutional investors and hedge funds have also recently modified their holdings of the company. National Pension Service grew its holdings in Johnson & Johnson by 1.3% during the 2nd quarter. National Pension Service now owns 5,226,968 shares of the company’s stock worth $1,327,493,000 after acquiring an additional 67,484 shares in the last quarter. IFP Advisors Inc increased its position in Johnson & Johnson by 8.8% during the 2nd quarter. IFP Advisors Inc now owns 38,760 shares of the company’s stock valued at $9,844,000 after purchasing an additional 3,133 shares during the period. Elefante Mark B increased its position in Johnson & Johnson by 9.8% during the 2nd quarter. Elefante Mark B now owns 28,686 shares of the company’s stock valued at $7,285,000 after purchasing an additional 2,563 shares during the period. Gradient Investments LLC raised its holdings in shares of Johnson & Johnson by 9.9% in the 2nd quarter. Gradient Investments LLC now owns 152,831 shares of the company’s stock valued at $38,815,000 after purchasing an additional 13,737 shares in the last quarter. Finally, WealthShield Partners LLC raised its holdings in shares of Johnson & Johnson by 86.0% in the 1st quarter. WealthShield Partners LLC now owns 13,121 shares of the company’s stock valued at $3,207,000 after purchasing an additional 6,066 shares in the last quarter. 69.55% of the stock is owned by institutional investors.
Insider Buying and Selling at Johnson & Johnson
In other news, EVP Jennifer L. Taubert sold 15,000 shares of the company’s 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 transaction, the executive vice president directly owned 194,451 shares of the company’s stock, valued at approximately $51,210,615.36. This represents a 7.16% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which is accessible through this hyperlink. Also, EVP Timothy Schmid sold 33,597 shares of the 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 sale, the executive vice president owned 25,447 shares of the company’s stock, valued at approximately $6,991,308.78. This represents a 56.90% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders sold a total of 64,515 shares of company stock worth $17,271,766 over the last three months. Corporate insiders own 0.16% of the company’s stock.
Key Johnson & Johnson News
Here are the key news stories impacting Johnson & Johnson this week:
- Positive Sentiment: JNJ is included among pharmaceutical companies with potential arthritis-treatment growth, supported by drug sales, clinical progress and regulatory expansion. This reinforces the outlook for its Innovative Medicine business and future cash generation. The Zacks Analyst Blog Highlights Eli Lilly, Novartis, Johnson & Johnson and AbbVie
- Positive Sentiment: The company will hold an Enterprise Business Review on December 8, when management is expected to provide additional detail on its Innovative Medicine and MedTech pipelines, long-term strategy and growth opportunities. The event could offer catalysts if the company raises confidence in future earnings. Johnson & Johnson to Host Enterprise Business Review
- Neutral Sentiment: JNJ has gained roughly 97% over three years, prompting investors to assess whether its valuation is supported by expected cash flow. Oncology trial developments and MedTech performance could materially influence that assessment. Johnson & Johnson Stock Trades At A Discount Following Its 97% Run
- Negative Sentiment: Ongoing attention to a talc-related charge adds legal and cash-flow uncertainty, while investors continue to monitor the broader talc litigation overhang. What Does the Talc Charge Mean for Johnson & Johnson Going Forward?
- Negative Sentiment: Reports of approximately $34.7 million in net ETF selling represent a modest technical headwind, although such flows do not necessarily reflect a change in JNJ’s fundamentals. Johnson & Johnson Sees $34.7 Million in Net ETF Selling
- Negative Sentiment: Pomerantz LLP is investigating potential claims on behalf of JNJ investors. The announcement does not establish wrongdoing, but it adds to headline and litigation risk. Investor Alert: Pomerantz Law Firm Investigates Claims on Behalf of Investors of Johnson & Johnson
Johnson & Johnson Stock Performance
JNJ stock opened at $271.17 on Thursday. Johnson & Johnson has a one year low of $184.66 and a one year high of $281.07. The firm has a market cap of $652.78 billion, a price-to-earnings ratio of 41.09, a PEG ratio of 2.61 and a beta of 0.21. 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 50-day simple moving average of $265.60 and a two-hundred day simple moving average of $246.26.
Johnson & Johnson (NYSE:JNJ – Get Free Report) last issued its quarterly earnings data on Tuesday, October 13th. The company reported $2.59 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $2.53 by $0.06. Johnson & Johnson had a net margin of 16.20% and a return on equity of 31.64%. 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 firm earned $2.80 EPS. The company’s quarterly 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 forecast that Johnson & Johnson will post 11.12 EPS for the current fiscal year.
Johnson & Johnson Dividend Announcement
The company also recently announced 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. This represents a $5.36 annualized dividend and a yield of 2.0%. The ex-dividend date is Tuesday, November 24th. Johnson & Johnson’s dividend payout ratio (DPR) is 81.21%.
Analyst Ratings Changes
Several equities research analysts have recently weighed in on JNJ shares. Citigroup upped their price target on shares of Johnson & Johnson from $298.00 to $303.00 and gave the stock a “buy” rating in a research report on Monday, October 5th. Leerink Partners cut their price objective on shares of Johnson & Johnson from $276.00 to $272.00 and set an “outperform” rating on the stock in a report on Wednesday, October 14th. HSBC lifted their price objective on shares of Johnson & Johnson from $290.00 to $320.00 and gave the company a “buy” rating in a report on Thursday, September 10th. Wall Street Zen downgraded shares of Johnson & Johnson from a “buy” rating to a “hold” rating in a research note on Saturday, August 1st. Finally, Freedom Capital upgraded Johnson & Johnson from a “hold” rating to a “strong-buy” rating in a report on Thursday, July 16th. 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 company’s stock. Based on data from MarketBeat.com, the company currently has an average rating of “Moderate Buy” and a consensus price target of $275.92.
Read Our Latest Stock Analysis on JNJ
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.
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