Johnson & Johnson $JNJ Holdings Raised by North Dakota State Investment Board

North Dakota State Investment Board lifted its position in Johnson & Johnson (NYSE:JNJ) by 3.9% during the 3rd quarter, according to its most recent disclosure with the SEC. The fund owned 73,803 shares of the company’s stock after purchasing an additional 2,767 shares during the period. Johnson & Johnson comprises approximately 0.8% of North Dakota State Investment Board’s portfolio, making the stock its 20th biggest holding. North Dakota State Investment Board’s holdings in Johnson & Johnson were worth $19,539,000 at the end of the most recent reporting period.

Other large investors also recently modified their holdings of the company. North Star Investment Management Corp. grew its position in shares of Johnson & Johnson by 2.0% in the 3rd quarter. North Star Investment Management Corp. now owns 57,961 shares of the company’s stock worth $15,345,000 after buying an additional 1,136 shares during the last quarter. Financial Insights Inc. raised its position in shares of Johnson & Johnson by 2.9% in the 3rd quarter. Financial Insights Inc. now owns 3,477 shares of the company’s stock worth $921,000 after acquiring an additional 97 shares in the last quarter. Petersen Hastings Wealth Advisors Inc. raised its holdings in Johnson & Johnson by 9.7% in the third quarter. Petersen Hastings Wealth Advisors Inc. now owns 1,304 shares of the company’s stock worth $345,000 after purchasing an additional 115 shares in the last quarter. William Mack & Associates Inc. lifted its position in Johnson & Johnson by 4.9% during the 3rd quarter. William Mack & Associates Inc. now owns 1,540 shares of the company’s stock valued at $408,000 after acquiring an additional 72 shares during the period. Finally, Victory Financial Group LLC lifted its holdings in shares of Johnson & Johnson by 24.0% during the third quarter. Victory Financial Group LLC now owns 9,130 shares of the company’s stock valued at $2,417,000 after purchasing an additional 1,769 shares during the last quarter. 69.55% of the stock is owned by institutional investors.

Wall Street Analysts Forecast Growth

Several research firms have commented on JNJ. Leerink Partners dropped their target price on Johnson & Johnson from $276.00 to $272.00 and set an “outperform” rating on the stock in a report on Wednesday, October 14th. Royal Bank Of Canada lowered their price target on Johnson & Johnson from $290.00 to $280.00 and set an “outperform” rating for the company in a research report on Wednesday, October 14th. Weiss Ratings lowered Johnson & Johnson from a “buy (b+)” rating to a “buy (b-)” rating in a research report on Friday, October 23rd. HSBC upped their price target on shares of Johnson & Johnson from $290.00 to $320.00 and gave the stock a “buy” rating in a research note on Thursday, September 10th. Finally, Sanford C. Bernstein set a $270.00 price objective on shares of Johnson & Johnson in a research note on Thursday, October 15th. One investment analyst has rated the stock with a Strong Buy rating, seventeen have assigned a Buy rating and eight have assigned a Hold rating to the stock. According to data from MarketBeat, the company currently has an average rating of “Moderate Buy” and an average price target of $275.92.

Johnson & Johnson Stock Performance

JNJ stock opened at $273.39 on Friday. The stock’s 50 day simple moving average is $265.74 and its 200 day simple moving average is $246.94. The company has a current ratio of 1.02, a quick ratio of 0.74 and a debt-to-equity ratio of 0.44. Johnson & Johnson has a 12-month low of $185.12 and a 12-month high of $282.02. The stock has a market capitalization of $658.13 billion, a PE ratio of 41.42, a price-to-earnings-growth ratio of 2.72 and a beta of 0.21.

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

Johnson & Johnson Announces Dividend

The firm also recently disclosed a quarterly dividend, which will be paid on Tuesday, December 8th. Investors of record on Tuesday, November 24th will be given a dividend of $1.34 per share. The ex-dividend date of this dividend is Tuesday, November 24th. This represents a $5.36 annualized dividend and a dividend yield of 2.0%. Johnson & Johnson’s dividend payout ratio (DPR) is 81.21%.

Johnson & Johnson News Roundup

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

Insider Buying and Selling

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 stock was sold at an average price of $274.74, for a total value of $9,230,439.78. Following the completion of the transaction, the executive vice president owned 25,447 shares of the company’s stock, valued at approximately $6,991,308.78. The trade was a 56.90% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through this hyperlink. Also, EVP Elizabeth Forminard sold 15,918 shares of the company’s stock in a transaction dated 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 transaction, the executive vice president owned 16,994 shares in the company, valued at $4,367,458. This represents a 48.37% decrease in their position. The disclosure for this sale is available in the SEC filing. In the last ninety days, insiders sold 64,515 shares of company stock worth $17,271,766. 0.16% of the stock is owned by corporate insiders.

About Johnson & Johnson

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.