Johnson & Johnson $JNJ Stock Acquired by NTV Asset Management LLC

NTV Asset Management LLC lifted its stake in Johnson & Johnson (NYSE:JNJ) by 12.5% in the third quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor owned 37,037 shares of the company’s stock after purchasing an additional 4,128 shares during the period. Johnson & Johnson accounts for 0.9% of NTV Asset Management LLC’s portfolio, making the stock its 26th largest position. NTV Asset Management LLC’s holdings in Johnson & Johnson were worth $9,805,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

A number of other hedge funds have also recently bought and sold shares of the company. One Wealth Capital Management LLC increased its stake in shares of Johnson & Johnson by 511.0% in the 3rd quarter. One Wealth Capital Management LLC now owns 5,010 shares of the company’s stock valued at $1,326,000 after buying an additional 4,190 shares during the period. Lorne Steinberg Wealth Management Inc. lifted its stake in shares of Johnson & Johnson by 2.1% during the third quarter. Lorne Steinberg Wealth Management Inc. now owns 39,472 shares of the company’s stock valued at $10,450,000 after acquiring an additional 795 shares during the period. Evergreen Capital Management LLC boosted its holdings in Johnson & Johnson by 2.3% in the third quarter. Evergreen Capital Management LLC now owns 67,727 shares of the company’s stock valued at $17,930,000 after acquiring an additional 1,502 shares during the last quarter. Altura Wealth Advisors Inc. boosted its holdings in Johnson & Johnson by 13.1% in the third quarter. Altura Wealth Advisors Inc. now owns 8,541 shares of the company’s stock valued at $2,261,000 after acquiring an additional 988 shares during the last quarter. Finally, RWC Asset Management LLP increased its position in Johnson & Johnson by 2.1% in the third quarter. RWC Asset Management LLP now owns 267,730 shares of the company’s stock worth $70,879,000 after purchasing an additional 5,591 shares during the period. 69.55% of the stock is currently owned by institutional investors.

Insider Transactions at Johnson & Johnson

In related news, EVP Elizabeth Forminard sold 15,918 shares of the stock in a transaction dated Thursday, August 6th. The stock was sold at an average price of $257.00, for a total transaction of $4,090,926.00. Following the completion of the transaction, the executive vice president directly owned 16,994 shares in the company, valued at approximately $4,367,458. This trade represents a 48.37% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through this hyperlink. Also, EVP Jennifer Taubert sold 15,000 shares of the business’s stock in a transaction that occurred on Monday, August 17th. The shares were sold at an average price of $263.36, for a total value of $3,950,400.00. Following the completion of the sale, the executive vice president owned 194,451 shares in the company, valued at $51,210,615.36. The trade was a 7.16% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders sold 64,515 shares of company stock valued at $17,271,766 over the last three months. Company insiders own 0.16% of the company’s stock.

Analysts Set New Price Targets

A number of research firms have issued reports on JNJ. Wells Fargo & Company upped their target price on shares of Johnson & Johnson from $275.00 to $287.00 and gave the company an “overweight” rating in a research report on Friday, October 16th. Sanford C. Bernstein set a $270.00 price objective on shares of Johnson & Johnson in a report on Thursday, October 15th. UBS Group set a $270.00 price objective on shares of Johnson & Johnson in a research note on Wednesday, October 14th. Raymond James Financial set a $280.00 price objective on Johnson & Johnson in a research note on Monday, August 3rd. Finally, Scotiabank reiterated an “outperform” rating and issued a $305.00 price objective on shares of Johnson & Johnson in a report on Thursday, July 16th. One 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 data from MarketBeat.com, the stock presently has a consensus rating of “Moderate Buy” and a consensus price target of $275.92.

Johnson & Johnson Stock Performance

Shares of Johnson & Johnson stock opened at $268.82 on Wednesday. Johnson & Johnson has a 1 year low of $184.66 and a 1 year high of $281.07. The business has a 50-day moving average of $265.59 and a two-hundred day moving average of $245.94.

Johnson & Johnson (NYSE:JNJ) last released its quarterly earnings data on Tuesday, October 13th. The company reported $2.59 earnings per share for the quarter, beating the consensus estimate of $2.53 by $0.06. The business had revenue of $25.40 billion for the quarter, compared to the consensus estimate of $25.38 billion. The company’s revenue for the quarter was up 5.9% on a year-over-year basis. During the same quarter last year, the firm earned $2.80 EPS. Johnson & Johnson has set its FY 2026 guidance at 11.050-11.150 EPS. On average, sell-side analysts predict that Johnson & Johnson will post 11.12 EPS for the current fiscal year.

Johnson & Johnson Announces Dividend

The business also recently disclosed a quarterly dividend, which will be paid on Tuesday, December 8th. Investors of record on Tuesday, November 24th will be issued a dividend of $1.34 per share. This represents a $5.36 dividend on an annualized basis and a dividend yield of 2.0%. The ex-dividend date is Tuesday, November 24th.

More Johnson & Johnson News

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

• Positive Sentiment: Promising cancer data strengthens pipeline outlook. JNJ reported a 75% tumor response rate for the early-stage JNJ-6143 prostate cancer treatment. Separately, the RYBREVANT FASPRO regimen produced a 77% response rate in previously untreated advanced head and neck cancer, while ERLEADA reduced recurrence or death risk by 62% when used before and after surgery in high-risk prostate cancer. These results could support future growth, although JNJ-6143 remains in an early trial. Johnson & Johnson cancer trial results
• Positive Sentiment: Pipeline and strategy review provide a potential catalyst. JNJ will host an Enterprise Business Review on December 8, where management is expected to outline its Innovative Medicine and MedTech pipelines and long-term growth plans. Investors will look for additional detail on commercialization opportunities and future shareholder returns. Johnson & Johnson Enterprise Business Review
• Neutral Sentiment: Valuation is the key debate. JNJ has substantially outperformed over the past three years and trades near its 12-month high, making future cash-flow growth important to justify the share price. Its reported forward fiscal 2026 EPS guidance of $11.05–$11.15 and recent earnings beat provide support, but investors may demand stronger growth after the rally. Johnson & Johnson valuation analysis
• Negative Sentiment: Investor litigation scrutiny remains an overhang. Pomerantz LLP announced an investigation into potential claims on behalf of JNJ investors. The announcement does not establish wrongdoing, but additional legal uncertainty could weigh on sentiment. Reports also showed net ETF selling, indicating some short-term institutional pressure. Pomerantz investor alert

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.