5,215 Johnson & Johnson $JNJ Shares Bought by Ritholtz Wealth Management

Ritholtz Wealth Management boosted its holdings in Johnson & Johnson (NYSE:JNJ) by 5.2% in the third quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 106,447 shares of the company’s stock after buying an additional 5,215 shares during the quarter. Ritholtz Wealth Management’s holdings in Johnson & Johnson were worth $28,181,000 at the end of the most recent reporting period.

Several other hedge funds have also added to or reduced their stakes in the business. NBH Bank increased its stake in shares of Johnson & Johnson by 3.3% in the third quarter. NBH Bank now owns 11,716 shares of the company’s stock valued at $3,102,000 after buying an additional 370 shares during the period. Joel Isaacson & Co. LLC lifted its stake in shares of Johnson & Johnson by 6.2% in the third quarter. Joel Isaacson & Co. LLC now owns 84,340 shares of the company’s stock worth $22,328,000 after acquiring an additional 4,944 shares during the period. International Private Wealth Advisors LLC acquired a new position in shares of Johnson & Johnson in the third quarter worth approximately $258,000. DSG Capital Advisors LLC boosted its holdings in Johnson & Johnson by 1.2% in the third quarter. DSG Capital Advisors LLC now owns 20,000 shares of the company’s stock valued at $5,295,000 after acquiring an additional 230 shares during the last quarter. Finally, Silver Grove Financial Group Inc. boosted its holdings in Johnson & Johnson by 12.9% in the third quarter. Silver Grove Financial Group Inc. now owns 1,940 shares of the company’s stock valued at $514,000 after acquiring an additional 222 shares during the last quarter. 69.55% of the stock is currently owned by institutional investors and hedge funds.

Analyst Ratings Changes

A number of analysts have weighed in on JNJ shares. Raymond James Financial set a $280.00 target price on shares of Johnson & Johnson in a research report on Monday, August 3rd. Morgan Stanley dropped their price target on shares of Johnson & Johnson from $294.00 to $292.00 and set an “overweight” rating on the stock in a research report on Thursday, October 15th. Freedom Capital raised shares of Johnson & Johnson from a “hold” rating to a “strong-buy” rating in a research note on Thursday, July 16th. HSBC upped their price objective on shares of Johnson & Johnson from $290.00 to $320.00 and gave the company a “buy” rating in a research note on Thursday, September 10th. Finally, Argus set a $300.00 price objective on shares of Johnson & Johnson in a research report on Wednesday, July 29th. One research analyst has rated the stock with a Strong Buy rating, seventeen have issued a Buy rating and eight have given a Hold rating to the stock. According to MarketBeat.com, the company currently has a consensus rating of “Moderate Buy” and a consensus price target of $275.92.

Recent Johnson & Johnson Headlines

Here are a few of the latest headlines about JNJ:

• Positive Sentiment: Oncology sales rose 16.8% to $22 billion in the first nine months of 2026, supported by established medicines and new launches. Another article points to recent launches and business changes as potential support for double-digit growth by 2030, though that outlook is prospective. Oncology sales article
• Neutral Sentiment: J&J shares have risen substantially in recent years, prompting questions about whether expected cash flows justify the valuation; this could limit further gains if expectations are already reflected in the stock. Separately, a State Street health-care ETF sold J&J shares while reducing all of its holdings, which does not appear to be a company-specific signal. Valuation article
• Negative Sentiment: A Massachusetts jury awarded $3.3 million, including interest, to a family in a mesothelioma case tied to J&J talc-based baby powder. The award adds to the company’s ongoing talc litigation exposure. Verdict announcement

Johnson & Johnson Stock Down 0.1%

Shares of NYSE:JNJ opened at $280.52 on Thursday. The company has a market capitalization of $675.29 billion, a price-to-earnings ratio of 42.50, a P/E/G ratio of 2.78 and a beta of 0.22. The company has a debt-to-equity ratio of 0.44, a current ratio of 1.02 and a quick ratio of 0.74. The business’s 50-day moving average is $266.67 and its 200-day moving average is $249.23. Johnson & Johnson has a 1 year low of $193.07 and a 1 year high of $283.25.

Johnson & Johnson (NYSE:JNJ) last announced its earnings results 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 company had revenue of $25.40 billion for the quarter, compared to analyst estimates of $25.38 billion. During the same quarter in the prior year, the company earned $2.80 EPS. The firm’s revenue for the quarter was up 5.9% compared to the same quarter last year. Johnson & Johnson has set its FY 2026 guidance at 11.050-11.150 EPS. Equities research analysts predict that Johnson & Johnson will post 11.12 earnings per share for the current year.

Johnson & Johnson Announces Dividend

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 $1.34 dividend. The ex-dividend date of this dividend is Tuesday, November 24th. This represents a $5.36 annualized dividend and a yield of 1.9%. Johnson & Johnson’s payout ratio is 81.21%.

Insiders Place Their Bets

In related news, EVP Jennifer Taubert sold 15,000 shares of the 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 transaction, the executive vice president directly owned 194,451 shares of the company’s stock, valued at $51,210,615.36. This represents a 7.16% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through the SEC website. Also, EVP Timothy Schmid sold 33,597 shares of the firm’s stock in a transaction on Wednesday, September 2nd. The stock was sold at an average price of $274.74, for a total transaction of $9,230,439.78. Following the completion of 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 SEC filing for this sale provides additional information. 0.16% of the stock is owned by insiders.

Johnson & Johnson Profile

Johnson & Johnson is a global healthcare company that develops and sells prescription medicines and medical technologies. Its business is organized around two segments: Innovative Medicine and MedTech. Innovative Medicine develops treatments in areas including oncology, immunology, neuroscience, cardiovascular and metabolic disease, and pulmonary hypertension. MedTech provides products and technologies for fields such as surgery, orthopedics, and vision care. Founded in 1886, Johnson & Johnson serves patients and healthcare professionals in markets around the world.