Simplify Asset Management Inc. Sells 10,422 Shares of Johnson & Johnson $JNJ

Simplify Asset Management Inc. lessened its position in Johnson & Johnson (NYSE:JNJ) by 14.3% in the 3rd quarter, Holdings Channel.com reports. The fund owned 62,457 shares of the company’s stock after selling 10,422 shares during the period. Johnson & Johnson comprises 0.3% of Simplify Asset Management Inc.’s investment portfolio, making the stock its 18th largest holding. Simplify Asset Management Inc.’s holdings in Johnson & Johnson were worth $16,535,000 at the end of the most recent reporting period.

Other large investors have also recently made changes to their positions in the company. Silver Coast Investments LLC boosted its holdings in Johnson & Johnson by 3.8% during the 2nd quarter. Silver Coast Investments LLC now owns 1,066 shares of the company’s stock valued at $271,000 after acquiring an additional 39 shares during the period. Townsend Asset Management Corp NC ADV raised its holdings in shares of Johnson & Johnson by 0.6% in the second quarter. Townsend Asset Management Corp NC ADV now owns 6,418 shares of the company’s stock valued at $1,630,000 after acquiring an additional 39 shares in the last quarter. Triumph Capital Management lifted its stake in Johnson & Johnson by 1.6% in the second quarter. Triumph Capital Management now owns 2,531 shares of the company’s stock worth $643,000 after acquiring an additional 39 shares during the period. Kwmg LLC boosted its stake in shares of Johnson & Johnson by 1.7% during the third quarter. Kwmg LLC now owns 2,383 shares of the company’s stock valued at $631,000 after purchasing an additional 39 shares in the last quarter. Finally, Cypress Wealth Services LLC increased its holdings in shares of Johnson & Johnson by 0.4% in the 3rd quarter. Cypress Wealth Services LLC now owns 10,618 shares of the company’s stock valued at $2,705,000 after acquiring an additional 39 shares during the period. 69.55% of the stock is owned by hedge funds and other institutional investors.

Insider Activity

In other Johnson & Johnson news, EVP Timothy Schmid sold 33,597 shares of the business’s stock in a transaction that occurred on Wednesday, September 2nd. The stock was sold at an average price of $274.74, for a total value of $9,230,439.78. Following the sale, 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 sale was disclosed in a document filed with the Securities & Exchange Commission, which is available through this link. Also, EVP Elizabeth Forminard sold 15,918 shares of the firm’s stock in a transaction on Thursday, August 6th. The stock was sold at an average price of $257.00, for a total value of $4,090,926.00. Following the transaction, the executive vice president owned 16,994 shares of the company’s stock, valued at approximately $4,367,458. This represents a 48.37% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. In the last three months, insiders have sold 64,515 shares of company stock valued at $17,271,766. Company insiders own 0.16% of the company’s stock.

Johnson & Johnson News Summary

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

Johnson & Johnson Stock Down 0.7%

NYSE JNJ opened at $273.39 on Friday. The business’s fifty day simple moving average is $265.74 and its 200-day simple moving average is $246.94. The company has a quick ratio of 0.74, a current ratio of 1.02 and a debt-to-equity ratio of 0.44. The firm 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 has a 52 week low of $185.12 and a 52 week high of $282.02.

Johnson & Johnson (NYSE:JNJ) last announced 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. Johnson & Johnson had a net margin of 16.20% and a return on equity of 31.64%. The firm had revenue of $25.40 billion during the quarter, compared to analyst estimates of $25.38 billion. During the same quarter in the prior year, the firm posted $2.80 earnings per share. Johnson & Johnson’s quarterly revenue was up 5.9% on a year-over-year basis. Johnson & Johnson has set its FY 2026 guidance at 11.050-11.150 EPS. As a group, equities analysts anticipate that Johnson & Johnson will post 11.12 earnings per share for the current year.

Johnson & Johnson Announces Dividend

The business also recently announced a quarterly dividend, which will be paid on Tuesday, December 8th. Shareholders of record on Tuesday, November 24th will be paid a dividend of $1.34 per share. This represents a $5.36 annualized dividend and a yield of 2.0%. The ex-dividend date of this dividend is Tuesday, November 24th. Johnson & Johnson’s dividend payout ratio (DPR) is 81.21%.

Analyst Ratings Changes

Several brokerages have weighed in on JNJ. Argus set a $300.00 target price on shares of Johnson & Johnson in a research note on Wednesday, July 29th. The Goldman Sachs Group restated a “buy” rating and issued a $282.00 price objective on shares of Johnson & Johnson in a research note on Thursday, July 16th. Leerink Partners cut their price target on shares of Johnson & Johnson from $276.00 to $272.00 and set an “outperform” rating on the stock in a report on Wednesday, October 14th. Wells Fargo & Company boosted 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. Finally, Raymond James Financial set a $280.00 price target on Johnson & Johnson in a report on Monday, August 3rd. One analyst has rated the stock with a Strong Buy rating, seventeen have given a Buy rating and eight have assigned a Hold rating to the company. According to MarketBeat.com, the stock currently has a consensus rating of “Moderate Buy” and an average price target of $275.92.

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.