Johnson & Johnson $JNJ Stock: Raleigh Capital Management Inc. Raises Holdings

Raleigh Capital Management Inc. grew its position in Johnson & Johnson (NYSE:JNJ) by 50.9% during the third quarter, HoldingsChannel reports. The firm owned 5,628 shares of the company’s stock after buying an additional 1,898 shares during the period. Raleigh Capital Management Inc.’s holdings in Johnson & Johnson were worth $1,490,000 at the end of the most recent quarter.

Other large investors also recently modified their holdings of the company. Jupiter Topco LLC acquired a new position in Johnson & Johnson in the second quarter valued at $1,967,399,000. Corient Private Wealth LP boosted its position in Johnson & Johnson by 127.3% during the second quarter. Corient Private Wealth LP now owns 6,060,922 shares of the company’s stock valued at $1,539,292,000 after acquiring an additional 3,393,981 shares during the last quarter. Wellington Management Group LLP grew its holdings 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. Amundi grew its holdings in Johnson & Johnson by 17.5% during the 1st quarter. Amundi now owns 13,406,820 shares of the company’s stock worth $3,277,163,000 after acquiring an additional 2,001,139 shares during the period. Finally, SEB Asset Management AB bought a new position in shares of Johnson & Johnson in the 1st quarter worth about $314,468,000. 69.55% of the stock is currently owned by institutional investors and hedge funds.

Insider Buying and Selling at Johnson & Johnson

In other Johnson & Johnson news, EVP Elizabeth Forminard sold 15,918 shares of the company’s stock in a transaction on Thursday, August 6th. The shares were sold at an average price of $257.00, for a total transaction of $4,090,926.00. Following the transaction, the executive vice president owned 16,994 shares in the company, valued at approximately $4,367,458. This represents a 48.37% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which is accessible through this hyperlink. Also, EVP Jennifer Taubert sold 15,000 shares of the firm’s stock in a transaction on Monday, August 17th. The shares were sold at an average price of $263.36, for a total transaction of $3,950,400.00. Following the completion of the transaction, the executive vice president directly owned 194,451 shares in the company, 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. In the last 90 days, insiders sold 64,515 shares of company stock worth $17,271,766. 0.16% of the stock is owned by corporate insiders.

Analysts Set New Price Targets

A number of brokerages have recently issued reports on JNJ. Royal Bank Of Canada dropped their price objective on Johnson & Johnson from $290.00 to $280.00 and set an “outperform” rating on the stock in a research note on Wednesday, October 14th. Raymond James Financial set a $280.00 target price on Johnson & Johnson in a research note on Monday, August 3rd. Weiss Ratings downgraded Johnson & Johnson from a “buy (b+)” rating to a “buy (b-)” rating in a report on Friday, October 23rd. TD Cowen reissued a “buy” rating on shares of Johnson & Johnson in a research note on Tuesday, October 20th. Finally, Johnson Rice cut Johnson & Johnson from a “buy” rating to a “hold” rating in a report on Wednesday, October 21st. One research analyst has rated the stock with a Strong Buy rating, seventeen have given a Buy rating and eight have given a Hold rating to the company’s stock. Based on data from MarketBeat.com, the company presently has a consensus rating of “Moderate Buy” and an average target price of $275.92.

Johnson & Johnson Stock Up 0.1%

JNJ stock opened at $273.39 on Monday. The company has a debt-to-equity ratio of 0.44, a quick ratio of 0.74 and a current ratio of 1.02. Johnson & Johnson has a fifty-two week low of $185.12 and a fifty-two week high of $282.02. The stock’s 50 day simple moving average is $265.74 and its 200 day simple moving average is $246.94. The company has a market cap of $658.13 billion, a P/E ratio of 41.42, a price-to-earnings-growth ratio of 2.70 and a beta of 0.22.

Johnson & Johnson (NYSE:JNJ) last released its quarterly earnings data on Tuesday, October 13th. The company reported $2.59 EPS for the quarter, beating the consensus estimate of $2.53 by $0.06. Johnson & Johnson had a return on equity of 31.64% and a net margin of 16.20%. The firm had revenue of $25.40 billion during the quarter, compared to the consensus estimate of $25.38 billion. During the same quarter in the previous year, the company posted $2.80 earnings per share. The company’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. On average, research analysts expect that Johnson & Johnson will post 11.12 earnings per share for the current fiscal year.

Johnson & Johnson Dividend Announcement

The firm also recently declared 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 dividend on an annualized basis and a yield of 2.0%. The ex-dividend date is Tuesday, November 24th. Johnson & Johnson’s payout ratio is 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

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.