Ninety One UK Ltd Sells 285,326 Shares of Johnson & Johnson $JNJ

Ninety One UK Ltd trimmed its position in Johnson & Johnson (NYSE:JNJ) by 4.2% during the third quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 6,491,294 shares of the company’s stock after selling 285,326 shares during the quarter. Johnson & Johnson accounts for 4.0% of Ninety One UK Ltd’s holdings, making the stock its 4th largest holding. Ninety One UK Ltd’s holdings in Johnson & Johnson were worth $1,718,505,000 at the end of the most recent quarter.

Several other institutional investors have also added to or reduced their stakes in JNJ. Auto Owners Insurance Co boosted its holdings in shares of Johnson & Johnson by 22,225.6% in the 4th quarter. Auto Owners Insurance Co now owns 69,419,308 shares of the company’s stock valued at $1,436,633,000 after purchasing an additional 69,108,368 shares in the last quarter. Jupiter Topco LLC bought a new position in shares of Johnson & Johnson in the 2nd quarter valued at $1,967,399,000. Diamant Asset Management Inc. increased its stake 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 last quarter. Corient Private Wealth LP raised its holdings in shares of Johnson & Johnson by 127.3% during the 2nd quarter. Corient Private Wealth LP now owns 6,060,922 shares of the company’s stock worth $1,539,292,000 after buying an additional 3,393,981 shares in the last quarter. Finally, Wellington Management Group LLP raised its holdings in shares of Johnson & Johnson by 12.5% during the 2nd quarter. Wellington Management Group LLP now owns 22,588,696 shares of the company’s stock worth $5,736,851,000 after buying an additional 2,513,321 shares in the last quarter. 69.55% of the stock is currently owned by institutional investors and hedge funds.

Key Johnson & Johnson News

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

• Positive Sentiment: Johnson & Johnson reported third-quarter adjusted earnings of $2.59 per share and revenue of $25.40 billion, exceeding consensus estimates. Revenue increased 5.9% year over year, led by 7.9% growth in Innovative Medicine. J&J Q3 2026 Earnings Call Transcript
• Positive Sentiment: Management raised its 2026 sales and earnings outlook, with guidance of approximately $11.05–$11.15 in adjusted EPS. Executives also highlighted pipeline products and MedTech innovation as potential sources of future growth. JNJ Q3 Earnings Call Highlights
• Positive Sentiment: Morgan Stanley maintained an “overweight” rating, while RBC retained an “outperform” rating, indicating that analysts still see potential upside despite trimming their price targets. Technical analysts also identified support near $246. Morgan Stanley JNJ Price Target
• Neutral Sentiment: Johnson & Johnson plans an enterprise review on December 8 and is targeting a potential mid-2027 spinoff of its DePuy Synthes orthopedics business. These initiatives could clarify the company’s growth strategy but may also create execution and earnings-dilution concerns. J&J MedTech Orthopedics Spinoff
• Negative Sentiment: MedTech sales missed Wall Street expectations, with weakness attributed partly to China pricing pressure and European budget cuts. Investors viewed the device business as a key reason the stock fell sharply following earnings. Johnson & Johnson Stock Falls as MedTech Misses
• Negative Sentiment: Analysts lowered several price targets after the results, citing mixed pharmaceutical trends, acquisition costs, talc-related charges and potential 2027 dilution. The concerns are more significant because JNJ trades at a premium earnings multiple versus the broader market. Analysts Cut JNJ Forecasts

Johnson & Johnson Stock Performance

Shares of Johnson & Johnson stock opened at $253.68 on Friday. The company’s 50 day moving average price is $265.73 and its two-hundred day moving average price is $249.57. The firm has a market capitalization of $611.35 billion, a P/E ratio of 38.44, a P/E/G ratio of 2.59 and a beta of 0.21. Johnson & Johnson has a fifty-two week low of $184.66 and a fifty-two week high of $281.07. The company has a debt-to-equity ratio of 0.44, a current ratio of 1.09 and a quick ratio of 0.81.

Johnson & Johnson (NYSE:JNJ) last announced its quarterly earnings results on Tuesday, October 13th. The company reported $2.59 earnings per share (EPS) for the quarter, topping the consensus estimate of $2.53 by $0.06. The company had revenue of $25.40 billion during the quarter, compared to the consensus estimate of $25.38 billion. Johnson & Johnson had a net margin of 16.20% and a return on equity of 31.54%. The company’s revenue for the quarter was up 5.9% compared to the same quarter last year. During the same period in the prior year, the business earned $2.80 earnings per share. Johnson & Johnson has set its FY 2026 guidance at 11.050-11.150 EPS. On average, equities analysts forecast that Johnson & Johnson will post 11.10 earnings per share 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. Investors of record on Tuesday, November 24th will be issued 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 2.1%. Johnson & Johnson’s dividend payout ratio (DPR) is 81.21%.

Insider Transactions at Johnson & Johnson

In other news, EVP Timothy Schmid sold 33,597 shares of Johnson & Johnson stock in a transaction dated Wednesday, September 2nd. The stock was sold at an average price of $274.74, for a total transaction of $9,230,439.78. Following the sale, the executive vice president directly owned 25,447 shares of the company’s stock, valued at approximately $6,991,308.78. This trade represents a 56.90% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which can be accessed through the SEC website. Also, EVP Vanessa Broadhurst sold 23,054 shares of the business’s stock in a transaction dated Monday, July 20th. The stock was sold at an average price of $251.27, for a total value of $5,792,778.58. Following the sale, the executive vice president owned 23,003 shares in the company, valued at approximately $5,779,963.81. This trade represents a 50.06% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Over the last quarter, insiders have sold 87,569 shares of company stock worth $23,064,544. 0.16% of the stock is currently owned by insiders.

Analyst Upgrades and Downgrades

Several analysts recently weighed in on the company. Weiss Ratings upgraded Johnson & Johnson from a “buy (b)” rating to a “buy (b+)” rating in a research report on Thursday, October 8th. Raymond James Financial set a $280.00 target price on Johnson & Johnson in a research report on Monday, August 3rd. Sanford C. Bernstein set a $270.00 target price on Johnson & Johnson in a research report on Thursday. UBS Group set a $270.00 target price on Johnson & Johnson in a research note on Wednesday. Finally, Wells Fargo & Company dropped their target price on shares of Johnson & Johnson from $282.00 to $275.00 and set an “overweight” rating for the company in a report on Wednesday. One analyst has rated the stock with a Strong Buy rating, eighteen have given a Buy rating and six have assigned a Hold rating to the company. According to data from MarketBeat, Johnson & Johnson has a consensus rating of “Moderate Buy” and a consensus target price of $274.35.

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.