Johnson & Johnson $JNJ Stock: VestGen Advisors LLC Lowers Holdings

VestGen Advisors LLC trimmed its holdings in shares of Johnson & Johnson (NYSE:JNJ) by 10.6% during the 3rd quarter, Holdings Channel reports. The institutional investor owned 31,756 shares of the company’s stock after selling 3,775 shares during the period. VestGen Advisors LLC’s holdings in Johnson & Johnson were worth $8,407,000 as of its most recent SEC filing.

Other hedge funds and other institutional investors have also made changes to their positions in the company. Wellington Management Group LLP lifted its position in 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 acquiring an additional 2,513,321 shares during the period. Deutsche Bank AG lifted its holdings in shares of Johnson & Johnson by 8.5% in the 2nd quarter. Deutsche Bank AG now owns 15,661,323 shares of the company’s stock valued at $3,977,506,000 after buying an additional 1,225,676 shares during the period. Amundi lifted its stake in Johnson & Johnson by 17.5% in the 1st quarter. Amundi now owns 13,406,820 shares of the company’s stock worth $3,277,163,000 after purchasing an additional 2,001,139 shares in the last quarter. Jupiter Topco LLC acquired a new position in Johnson & Johnson during the second quarter worth $1,967,399,000. Finally, Janus Henderson Group PLC increased its position in Johnson & Johnson by 1.9% during the first quarter. Janus Henderson Group PLC now owns 7,872,478 shares of the company’s stock worth $1,924,323,000 after purchasing an additional 148,497 shares during the last quarter. Hedge funds and other institutional investors own 69.55% of the company’s stock.

Analysts Set New Price Targets

JNJ has been the subject of a number of recent analyst reports. Stifel Nicolaus set a $260.00 price objective on Johnson & Johnson in a research report on Wednesday, July 15th. Weiss Ratings lowered shares of Johnson & Johnson from a “buy (b+)” rating to a “buy (b-)” rating in a research note on Friday, October 23rd. Citigroup boosted their target price on Johnson & Johnson from $298.00 to $303.00 and gave the company a “buy” rating in a report on Monday, October 5th. HSBC raised their price target on Johnson & Johnson from $290.00 to $320.00 and gave the stock a “buy” rating in a research note on Thursday, September 10th. Finally, Morgan Stanley reduced their price target on shares of Johnson & Johnson from $294.00 to $292.00 and set an “overweight” rating for the company in a research report on Thursday, October 15th. One analyst has rated the stock with a Strong Buy rating, seventeen have assigned a Buy rating and eight have issued a Hold rating to the stock. According to MarketBeat, the stock presently has a consensus rating of “Moderate Buy” and a consensus target price of $275.92.

Insider Transactions at Johnson & Johnson

In other news, EVP Timothy Schmid sold 33,597 shares of the business’s stock in a transaction that occurred on 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 owned 25,447 shares of the company’s stock, valued at $6,991,308.78. The trade was a 56.90% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which is available at the SEC website. Also, EVP Jennifer Taubert sold 15,000 shares of the business’s stock in a transaction 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 transaction, the executive vice president owned 194,451 shares of the company’s stock, valued at $51,210,615.36. This trade represents a 7.16% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders sold a total of 64,515 shares of company stock worth $17,271,766 over the last ninety days. 0.16% of the stock is currently owned by corporate insiders.

Johnson & Johnson Stock Performance

Shares of JNJ stock opened at $273.39 on Friday. Johnson & Johnson has a 1 year low of $185.12 and a 1 year high of $282.02. The company has a debt-to-equity ratio of 0.44, a quick ratio of 0.74 and a current ratio of 1.02. The stock has a fifty day moving average price of $265.74 and a 200 day moving average price of $246.94. The stock has a market cap of $658.13 billion, a PE ratio of 41.42, a P/E/G ratio of 2.72 and a beta of 0.21.

Johnson & Johnson (NYSE:JNJ) last issued its quarterly earnings data on Tuesday, October 13th. The company reported $2.59 EPS for the quarter, beating analysts’ consensus estimates of $2.53 by $0.06. The firm had revenue of $25.40 billion for the quarter, compared to analysts’ expectations of $25.38 billion. Johnson & Johnson had a net margin of 16.20% and a return on equity of 31.64%. The firm’s revenue was up 5.9% on a year-over-year basis. During the same period in the prior year, the company earned $2.80 EPS. Johnson & Johnson has set its FY 2026 guidance at 11.050-11.150 EPS. Sell-side analysts forecast that Johnson & Johnson will post 11.12 earnings per share 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 given a dividend of $1.34 per share. This represents a $5.36 dividend on an annualized basis and a yield of 2.0%. The ex-dividend date is Tuesday, November 24th. Johnson & Johnson’s dividend payout ratio (DPR) is currently 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

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.