Brighton Jones LLC Purchases 3,093 Shares of Johnson & Johnson $JNJ

Brighton Jones LLC boosted its position in Johnson & Johnson (NYSE:JNJ) by 5.4% in the 3rd quarter, according to its most recent filing with the SEC. The firm owned 60,818 shares of the company’s stock after acquiring an additional 3,093 shares during the period. Brighton Jones LLC’s holdings in Johnson & Johnson were worth $16,101,000 at the end of the most recent reporting period.

Several other institutional investors also recently bought and sold shares of JNJ. Wellington Management Group LLP increased its stake in Johnson & Johnson by 12.5% in the second quarter. Wellington Management Group LLP now owns 22,588,696 shares of the company’s stock valued at $5,736,851,000 after purchasing an additional 2,513,321 shares during the last quarter. Deutsche Bank AG boosted its stake in Johnson & Johnson by 8.5% in the 2nd quarter. Deutsche Bank AG now owns 15,661,323 shares of the company’s stock worth $3,977,506,000 after buying an additional 1,225,676 shares during the last quarter. Amundi grew its holdings in Johnson & Johnson by 17.5% in the 1st quarter. Amundi now owns 13,406,820 shares of the company’s stock valued at $3,277,163,000 after buying an additional 2,001,139 shares during the period. Jupiter Topco LLC purchased a new stake in Johnson & Johnson in the 2nd quarter valued at about $1,967,399,000. Finally, Janus Henderson Group PLC increased its stake in shares of Johnson & Johnson by 1.9% during the 1st quarter. Janus Henderson Group PLC now owns 7,872,478 shares of the company’s stock valued at $1,924,323,000 after acquiring an additional 148,497 shares during the last quarter. 69.55% of the stock is currently owned by institutional investors and hedge funds.

Johnson & Johnson News Roundup

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

Insiders Place Their Bets

In other news, 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 sale, the executive vice president directly owned 194,451 shares of the company’s stock, valued at approximately $51,210,615.36. The trade was a 7.16% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through this hyperlink. Also, EVP Timothy Schmid sold 33,597 shares of the 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 transaction, the executive vice president directly owned 25,447 shares of the company’s stock, valued at $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 own 0.16% of the company’s stock.

Analyst Ratings Changes

Several equities analysts recently commented on the stock. Argus set a $300.00 price target on shares of Johnson & Johnson in a research report on Wednesday, July 29th. Evercore set a $300.00 target price on Johnson & Johnson in a research report on Tuesday, October 20th. Weiss Ratings cut Johnson & Johnson from a “buy (b+)” rating to a “buy (b-)” rating in a report on Friday, October 23rd. Citigroup upped their price target on Johnson & Johnson from $298.00 to $303.00 and gave the stock a “buy” rating in a research note on Monday, October 5th. Finally, Sanford C. Bernstein set a $270.00 target price on shares of Johnson & Johnson in a research report on Thursday, October 15th. One investment 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. According to MarketBeat, the stock has a consensus rating of “Moderate Buy” and an average price target of $275.92.

Johnson & Johnson Stock Performance

Johnson & Johnson stock opened at $276.14 on Monday. The firm has a market capitalization of $664.76 billion, a PE ratio of 41.84, a price-to-earnings-growth ratio of 2.73 and a beta of 0.22. Johnson & Johnson has a one year low of $185.12 and a one year high of $282.02. The stock’s 50 day moving average price is $265.91 and its 200 day moving average price is $248.30. The company has a debt-to-equity ratio of 0.44, a quick ratio of 0.74 and a current ratio of 1.02.

Johnson & Johnson (NYSE:JNJ) last posted its quarterly earnings data on Tuesday, October 13th. The company reported $2.59 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $2.53 by $0.06. The company had revenue of $25.40 billion for the quarter, compared to analyst estimates of $25.38 billion. Johnson & Johnson had a net margin of 16.20% and a return on equity of 31.64%. The business’s quarterly revenue was up 5.9% on a year-over-year basis. During the same quarter last year, the firm posted $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 expect that Johnson & Johnson will post 11.12 EPS for the current fiscal year.

Johnson & Johnson Dividend Announcement

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

Johnson & Johnson Company 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.