21,400 Johnson & Johnson $JNJ Shares Sold by VIRGINIA RETIREMENT SYSTEMS ET Al

VIRGINIA RETIREMENT SYSTEMS ET Al lessened its stake in Johnson & Johnson (NYSE:JNJ) by 2.6% during the third quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 797,063 shares of the company’s stock after selling 21,400 shares during the quarter. Johnson & Johnson makes up about 1.3% of VIRGINIA RETIREMENT SYSTEMS ET Al’s holdings, making the stock its 10th largest position. VIRGINIA RETIREMENT SYSTEMS ET Al’s holdings in Johnson & Johnson were worth $211,014,000 as of its most recent filing with the Securities & Exchange Commission.

Several other hedge funds also recently modified their holdings of JNJ. Parcion Private Wealth LLC lifted its position in shares of Johnson & Johnson by 2.4% during the third quarter. Parcion Private Wealth LLC now owns 10,996 shares of the company’s stock valued at $2,911,000 after purchasing an additional 257 shares in the last quarter. Partners Wealth Management LLC grew its position in Johnson & Johnson by 262.4% in the 3rd quarter. Partners Wealth Management LLC now owns 6,012 shares of the company’s stock worth $1,592,000 after purchasing an additional 4,353 shares in the last quarter. Soltis Investment Advisors LLC grew its position in Johnson & Johnson by 9.3% in the 3rd quarter. Soltis Investment Advisors LLC now owns 54,616 shares of the company’s stock worth $14,459,000 after purchasing an additional 4,626 shares in the last quarter. Founders Financial Securities LLC grew its position in Johnson & Johnson by 8.4% in the 3rd quarter. Founders Financial Securities LLC now owns 25,378 shares of the company’s stock worth $6,719,000 after purchasing an additional 1,970 shares in the last quarter. Finally, ERn Financial LLC increased its stake in Johnson & Johnson by 10.6% in the 3rd quarter. ERn Financial LLC now owns 919 shares of the company’s stock valued at $243,000 after buying an additional 88 shares during the last quarter. Hedge funds and other institutional investors own 69.55% of the company’s stock.

Insider Buying and Selling at Johnson & Johnson

In other Johnson & Johnson news, EVP Timothy Schmid sold 33,597 shares of the business’s stock in a transaction 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 directly owned 25,447 shares in the company, 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 filing with the SEC, which is available through the SEC website. Also, EVP Jennifer L. Taubert sold 15,000 shares of the company’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 transaction, 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 position. The disclosure for this sale is available in the SEC filing. Over the last ninety days, insiders 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

Analysts Set New Price Targets

Several research firms have commented on JNJ. Evercore set a $300.00 target price on shares of Johnson & Johnson in a research report on Tuesday, October 20th. Guggenheim reaffirmed a “buy” rating and issued a $287.00 target price on shares of Johnson & Johnson in a report on Wednesday, October 7th. JPMorgan Chase & Co. increased their price target on Johnson & Johnson from $270.00 to $285.00 and gave the company a “neutral” rating in a research report on Tuesday, September 29th. Bank of America reissued a “neutral” rating and issued a $278.00 price objective on shares of Johnson & Johnson in a research report on Tuesday, September 29th. Finally, Erste Group Bank downgraded Johnson & Johnson from a “buy” rating to a “hold” rating in a research note on Wednesday, October 21st. One research 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. According to MarketBeat.com, the company has an average rating of “Moderate Buy” and a consensus price target of $275.92.

Johnson & Johnson Stock Down 0.7%

JNJ opened at $273.39 on Friday. Johnson & Johnson has a twelve month low of $185.12 and a twelve month high of $282.02. The company’s 50-day moving average price is $265.74 and its two-hundred day moving average price is $246.94. The stock has a market cap of $658.13 billion, a price-to-earnings ratio of 41.42, a PEG ratio of 2.70 and a beta of 0.21. The company has a quick ratio of 0.74, a current ratio of 1.02 and a debt-to-equity ratio of 0.44.

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

Johnson & Johnson Announces Dividend

The company also recently disclosed a quarterly dividend, which will be paid on Tuesday, December 8th. Shareholders of record on Tuesday, November 24th will be issued 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 is 81.21%.

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.