Johnson & Johnson $JNJ Stock Acquired by VCI Wealth Management LLC

VCI Wealth Management LLC increased its position in Johnson & Johnson (NYSE:JNJ) by 2,053.4% in the third quarter, according to its most recent disclosure with the SEC. The institutional investor owned 19,122 shares of the company’s stock after purchasing an additional 18,234 shares during the period. Johnson & Johnson accounts for about 1.2% of VCI Wealth Management LLC’s investment portfolio, making the stock its 19th biggest holding. VCI Wealth Management LLC’s holdings in Johnson & Johnson were worth $5,062,000 at the end of the most recent reporting period.

Other hedge funds and other institutional investors have also recently bought and sold shares of the company. National Pension Service boosted its holdings in Johnson & Johnson by 1.3% in the second quarter. National Pension Service now owns 5,226,968 shares of the company’s stock worth $1,327,493,000 after purchasing an additional 67,484 shares during the period. IFP Advisors Inc increased its stake in Johnson & Johnson by 8.8% during the second quarter. IFP Advisors Inc now owns 38,760 shares of the company’s stock valued at $9,844,000 after purchasing an additional 3,133 shares during the last quarter. Elefante Mark B raised its holdings in shares of Johnson & Johnson by 9.8% during the second quarter. Elefante Mark B now owns 28,686 shares of the company’s stock worth $7,285,000 after purchasing an additional 2,563 shares during the period. Gradient Investments LLC raised its holdings in shares of Johnson & Johnson by 9.9% during the second quarter. Gradient Investments LLC now owns 152,831 shares of the company’s stock worth $38,815,000 after purchasing an additional 13,737 shares during the period. Finally, AMG Asset Management Group Inc. raised its holdings in shares of Johnson & Johnson by 172.0% during the third quarter. AMG Asset Management Group Inc. now owns 3,852 shares of the company’s stock worth $1,020,000 after purchasing an additional 2,436 shares during the period. 69.55% of the stock is owned by institutional investors.

Key Stories Impacting Johnson & Johnson

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

• Positive Sentiment: New real-world and observational analyses presented at TCT 2026 linked Impella-supported high-risk coronary procedures with lower mortality than prior study benchmarks; one report also cited a 94% procedural success rate. The findings could bolster the case for the heart-pump business, though further evidence, including the ongoing PROTECT IV trial, remains important. Article: Johnson & Johnson reports 94% success rate in trial of coronary artery device
• Neutral Sentiment: Pomerantz LLP said it is investigating claims on behalf of J&J investors, but its alert provides no details about the claims or any legal action. The announcement alone does not establish wrongdoing or the likely financial impact. Article: Pomerantz Law Firm investigates claims on behalf of investors of Johnson & Johnson
• Negative Sentiment: The investor investigation is a potential source of uncertainty and could weigh on sentiment if it develops into substantive litigation or reveals material allegations. Article: Pomerantz Law Firm investigates claims on behalf of investors of Johnson & Johnson

Analyst Ratings Changes

JNJ has been the subject of several research reports. Weiss Ratings lowered shares of Johnson & Johnson from a “buy (b+)” rating to a “buy (b-)” rating in a report on Friday, October 23rd. Guggenheim reaffirmed a “buy” rating and set a $287.00 price objective on shares of Johnson & Johnson in a research report on Wednesday, October 7th. Evercore set a $300.00 price objective on shares of Johnson & Johnson in a research note on Tuesday, October 20th. Citigroup increased their price objective on shares of Johnson & Johnson from $298.00 to $303.00 and gave the stock a “buy” rating in a research note on Monday, October 5th. Finally, Bank of America reissued a “neutral” rating and issued a $278.00 target price on shares of Johnson & Johnson in a report on Tuesday, September 29th. 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 company’s stock. According to MarketBeat, the stock has an average rating of “Moderate Buy” and an average price target of $275.92.

Johnson & Johnson Price Performance

Shares of JNJ opened at $266.10 on Wednesday. The company has a market cap of $640.59 billion, a P/E ratio of 40.32, a PEG ratio of 2.67 and a beta of 0.22. The stock has a fifty day moving average price of $265.60 and a 200 day moving average price of $247.46. The company has a debt-to-equity ratio of 0.44, a current ratio of 1.02 and a quick ratio of 0.74. Johnson & Johnson has a 12 month low of $185.12 and a 12 month high of $282.02.

Johnson & Johnson (NYSE:JNJ) last issued its earnings results on Tuesday, October 13th. The company reported $2.59 earnings per share for the quarter, topping the consensus estimate of $2.53 by $0.06. The firm had revenue of $25.40 billion for the quarter, compared to analyst estimates of $25.38 billion. Johnson & Johnson had a return on equity of 31.64% and a net margin of 16.20%. The firm’s revenue for the quarter was up 5.9% on a year-over-year basis. During the same period last year, the company earned $2.80 earnings per share. Johnson & Johnson has set its FY 2026 guidance at 11.050-11.150 EPS. On average, research analysts forecast that Johnson & Johnson will post 11.12 earnings per share for the current year.

Johnson & Johnson Dividend Announcement

The company also recently declared a quarterly dividend, which will be paid on Tuesday, December 8th. Stockholders of record on Tuesday, November 24th will be given a dividend of $1.34 per share. The ex-dividend date is Tuesday, November 24th. This represents a $5.36 annualized dividend and a dividend yield of 2.0%. Johnson & Johnson’s dividend payout ratio is currently 81.21%.

Insider Transactions at Johnson & Johnson

In related news, EVP Jennifer Taubert sold 15,000 shares of the stock in a transaction dated 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 sale, 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 position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through the SEC website. Also, EVP Elizabeth Forminard sold 15,918 shares of the stock in a transaction dated Thursday, August 6th. The stock was sold at an average price of $257.00, for a total transaction of $4,090,926.00. Following the completion of the sale, the executive vice president directly owned 16,994 shares in the company, valued at approximately $4,367,458. This trade represents a 48.37% decrease in their position. The SEC filing for this sale provides additional information. Over the last quarter, insiders sold 64,515 shares of company stock worth $17,271,766. Insiders own 0.16% of the company’s stock.

Johnson & Johnson 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.