Johnson & Johnson $JNJ Shares Purchased by Plan A Wealth LLC

Plan A Wealth LLC grew its stake in shares of Johnson & Johnson (NYSE:JNJ) by 495.7% during the 3rd quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The fund owned 16,036 shares of the company’s stock after purchasing an additional 13,344 shares during the quarter. Johnson & Johnson comprises about 1.5% of Plan A Wealth LLC’s portfolio, making the stock its 15th biggest holding. Plan A Wealth LLC’s holdings in Johnson & Johnson were worth $4,246,000 as of its most recent filing with the Securities & Exchange Commission.

Other institutional investors and hedge funds also recently made changes to their positions in the company. Auto Owners Insurance Co raised its position in Johnson & Johnson by 22,225.6% during the fourth quarter. Auto Owners Insurance Co now owns 69,419,308 shares of the company’s stock worth $1,436,633,000 after acquiring an additional 69,108,368 shares in the last quarter. Jupiter Topco LLC acquired a new position in shares of Johnson & Johnson during the 2nd quarter worth about $1,967,399,000. Diamant Asset Management Inc. raised its holdings in shares of Johnson & Johnson by 24,436.5% in the 1st quarter. Diamant Asset Management Inc. now owns 4,473,008 shares of the company’s stock valued at $109,338,000 after purchasing an additional 4,454,778 shares during the period. Corient Private Wealth LP lifted its stake in Johnson & Johnson by 127.3% in the 2nd quarter. Corient Private Wealth LP now owns 6,060,922 shares of the company’s stock valued at $1,539,292,000 after purchasing an additional 3,393,981 shares during the last quarter. Finally, Wellington Management Group LLP lifted 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 purchasing an additional 2,513,321 shares during the last quarter. Institutional investors own 69.55% of the company’s stock.

Key Headlines Impacting Johnson & Johnson

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

• Positive Sentiment: Johnson & Johnson’s oncology pipeline remains a key potential growth driver. A Phase 3 trial combining Tecvayli and Talvey reduced the relative risk of disease progression or death by 89% and the risk of death by 62% in relapsed or refractory multiple myeloma, supporting potential expansion of the company’s cancer-treatment franchise. Cancer treatment advances article
• Positive Sentiment: Several analysts remain constructive. Guggenheim reaffirmed a Buy rating with a $287 price target, while RBC Capital Markets highlighted accelerating Innovative Medicine sales as a partial offset to MedTech weakness. RBC Capital rating article
• Positive Sentiment: Longer-term commentary argues JNJ could grow faster than many investors expect through its oncology portfolio, psoriasis drug ICOTYDE, and continued momentum in Innovative Medicine. The company’s 64-year record of dividend increases also supports its defensive appeal. Johnson & Johnson growth prediction
• Neutral Sentiment: Attention is focused on JNJ’s third-quarter earnings report. Investors will look beyond revenue and earnings-per-share estimates for trends in pharmaceutical sales, MedTech performance, margins, and updated full-year guidance. Johnson & Johnson Q3 earnings preview
• Negative Sentiment: Investors remain concerned that JNJ’s valuation—around 29 times earnings—already reflects considerable confidence in future growth. MedTech competition, including pressure involving Abiomed, and a possible rebound that has yet to be demonstrated could limit near-term upside. J&J MedTech outlook
• Negative Sentiment: Dividend-focused coverage also flags biosimilar threats and ongoing talc litigation as risks that could weigh on investor sentiment despite JNJ’s dividend-growth history. Johnson & Johnson dividend risks

Wall Street Analyst Weigh In

JNJ has been the topic of several research analyst reports. JPMorgan Chase & Co. upped their price objective on Johnson & Johnson from $270.00 to $285.00 and gave the company a “neutral” rating in a research note on Tuesday, September 29th. Bank of America reissued a “neutral” rating and set a $278.00 target price on shares of Johnson & Johnson in a report on Tuesday, September 29th. The Goldman Sachs Group reaffirmed a “buy” rating and set a $282.00 price target on shares of Johnson & Johnson in a report on Thursday, July 16th. Freedom Capital raised shares of Johnson & Johnson from a “hold” rating to a “strong-buy” rating in a research report on Thursday, July 16th. Finally, Johnson Rice reissued a “buy” rating on shares of Johnson & Johnson in a research report on Monday, August 3rd. One analyst has rated the stock with a Strong Buy rating, eighteen have issued a Buy rating and six have given a Hold rating to the company. According to MarketBeat, Johnson & Johnson presently has an average rating of “Moderate Buy” and an average price target of $276.22.

Johnson & Johnson Stock Performance

Shares of NYSE:JNJ traded down $2.81 on Thursday, reaching $255.63. 2,608,814 shares of the company’s stock were exchanged, compared to its average volume of 7,952,304. Johnson & Johnson has a twelve month low of $184.66 and a twelve month high of $281.07. The company has a fifty day moving average of $265.71 and a 200-day moving average of $248.78. The company has a market capitalization of $616.05 billion, a price-to-earnings ratio of 29.61, a PEG ratio of 2.50 and a beta of 0.21. The company has a current ratio of 1.09, a quick ratio of 0.81 and a debt-to-equity ratio of 0.44.

Johnson & Johnson (NYSE:JNJ) last issued its quarterly earnings results on Wednesday, July 15th. The company reported $2.90 earnings per share (EPS) for the quarter, beating the consensus estimate of $2.84 by $0.06. Johnson & Johnson had a return on equity of 32.42% and a net margin of 21.48%.The business had revenue of $25.31 billion during the quarter, compared to analysts’ expectations of $25.06 billion. During the same period in the previous year, the company posted $2.77 earnings per share. The firm’s revenue for the quarter was up 6.6% compared to the same quarter last year. Johnson & Johnson has set its FY 2026 guidance at 11.600-11.750 EPS. On average, research analysts predict that Johnson & Johnson will post 11.54 EPS for the current fiscal year.

Johnson & Johnson Dividend Announcement

The business also recently declared a quarterly dividend, which was paid on Tuesday, September 8th. Investors of record on Tuesday, August 25th were given a $1.34 dividend. The ex-dividend date was Tuesday, August 25th. This represents a $5.36 dividend on an annualized basis and a dividend yield of 2.1%. Johnson & Johnson’s dividend payout ratio (DPR) is presently 62.11%.

Insider Buying and Selling

In other Johnson & Johnson 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 completion of the sale, the executive vice president directly owned 194,451 shares in the company, valued at $51,210,615.36. This represents a 7.16% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available at the SEC website. Also, EVP Elizabeth Forminard sold 15,918 shares of the firm’s stock in a transaction on 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 completion of the sale, the executive vice president directly owned 16,994 shares in the company, valued at approximately $4,367,458. This represents a 48.37% decrease in their position. The SEC filing for this sale provides additional information. Insiders sold 87,569 shares of company stock worth $23,064,544 in the last ninety days. 0.16% of the stock is owned by company insiders.

Johnson & Johnson Profile

Johnson & Johnson (NYSE: JNJ) is a global healthcare company that develops, manufactures and markets products through two primary business segments: Innovative Medicine and MedTech. Its operations serve patients, healthcare professionals and consumers in markets around the world.

The Innovative Medicine segment focuses on prescription medicines in areas including immunology, oncology, neuroscience, cardiovascular and metabolic disease, infectious diseases, and pulmonary hypertension.