Johnson & Johnson $JNJ Holdings Increased by Quintet Private Bank Europe S.A.

Quintet Private Bank Europe S.A. increased its stake in Johnson & Johnson (NYSE:JNJ) by 18.8% in the 3rd quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 17,519 shares of the company’s stock after acquiring an additional 2,774 shares during the period. Quintet Private Bank Europe S.A.’s holdings in Johnson & Johnson were worth $4,638,000 as of its most recent SEC filing.

A number of other institutional investors and hedge funds have also recently modified their holdings of JNJ. Wellington Management Group LLP boosted its stake in Johnson & Johnson by 12.5% during the second quarter. Wellington Management Group LLP now owns 22,588,696 shares of the company’s stock worth $5,736,851,000 after buying an additional 2,513,321 shares during the period. Deutsche Bank AG lifted its stake in Johnson & Johnson by 8.5% in the second quarter. Deutsche Bank AG now owns 15,661,323 shares of the company’s stock worth $3,977,506,000 after purchasing an additional 1,225,676 shares during the last quarter. UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC grew its stake in shares of Johnson & Johnson by 8.7% during the fourth quarter. UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC now owns 17,275,937 shares of the company’s stock valued at $3,575,255,000 after buying an additional 1,376,828 shares during the last quarter. Amundi raised its holdings in shares of Johnson & Johnson by 17.5% in the first quarter. Amundi now owns 13,406,820 shares of the company’s stock worth $3,277,163,000 after buying an additional 2,001,139 shares during the period. Finally, Nuveen LLC lifted its stake in shares of Johnson & Johnson by 6.9% during the 4th quarter. Nuveen LLC now owns 10,609,171 shares of the company’s stock worth $2,195,568,000 after acquiring an additional 683,967 shares during the last quarter. Hedge funds and other institutional investors own 69.55% of the company’s stock.

Insider Activity at Johnson & Johnson

In other news, EVP Timothy Schmid sold 33,597 shares of the company’s stock in a transaction on Wednesday, September 2nd. The shares were 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. This represents a 56.90% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available through this hyperlink. Also, EVP Vanessa Broadhurst sold 23,054 shares of the firm’s stock in a transaction dated Monday, July 20th. The stock was sold at an average price of $251.27, for a total transaction of $5,792,778.58. Following the completion of the transaction, the executive vice president directly owned 23,003 shares in the company, valued at approximately $5,779,963.81. This represents a 50.06% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. In the last three months, insiders sold 87,569 shares of company stock valued at $23,064,544. 0.16% of the stock is currently owned by company insiders.

Analyst Ratings Changes

Several analysts have recently weighed in on JNJ shares. Guggenheim reiterated a “buy” rating and set a $287.00 target price on shares of Johnson & Johnson in a research report on Wednesday. Freedom Capital upgraded Johnson & Johnson from a “hold” rating to a “strong-buy” rating in a research note on Thursday, July 16th. Raymond James Financial set a $280.00 price target on shares of Johnson & Johnson in a research report on Monday, August 3rd. The Goldman Sachs Group restated a “buy” rating and set a $282.00 price objective on shares of Johnson & Johnson in a research note on Thursday, July 16th. Finally, HSBC raised their price target on shares of Johnson & Johnson from $290.00 to $320.00 and gave the company a “buy” rating in a report on Thursday, September 10th. One equities research analyst has rated the stock with a Strong Buy rating, eighteen have given a Buy rating and six have issued a Hold rating to the company. Based on data from MarketBeat.com, the company presently has an average rating of “Moderate Buy” and a consensus target price of $276.22.

Johnson & Johnson Stock Performance

NYSE JNJ traded down $3.31 on Thursday, hitting $255.14. 2,541,334 shares of the company’s stock traded hands, compared to its average volume of 7,952,304. The firm’s 50-day moving average price is $265.71 and its two-hundred day moving average price is $248.78. The firm has a market capitalization of $614.87 billion, a PE ratio of 29.57, a P/E/G ratio of 2.50 and a beta of 0.21. The company has a current ratio of 1.09, a quick ratio of 0.81 and a debt-to-equity ratio of 0.44. Johnson & Johnson has a 1-year low of $184.66 and a 1-year high of $281.07.

Johnson & Johnson (NYSE:JNJ) last announced its quarterly earnings results on Wednesday, July 15th. The company reported $2.90 earnings per share for the quarter, topping the consensus estimate of $2.84 by $0.06. The company had revenue of $25.31 billion for the quarter, compared to the consensus estimate of $25.06 billion. Johnson & Johnson had a return on equity of 32.42% and a net margin of 21.48%.The firm’s revenue for the quarter was up 6.6% compared to the same quarter last year. During the same period last year, the firm earned $2.77 EPS. Johnson & Johnson has set its FY 2026 guidance at 11.600-11.750 EPS. As a group, analysts expect that Johnson & Johnson will post 11.54 EPS for the current year.

Johnson & Johnson Announces Dividend

The business also recently disclosed a quarterly dividend, which was paid on Tuesday, September 8th. Shareholders of record on Tuesday, August 25th were given a dividend of $1.34 per share. The ex-dividend date was Tuesday, August 25th. This represents a $5.36 dividend on an annualized basis and a yield of 2.1%. Johnson & Johnson’s dividend payout ratio is currently 62.11%.

Johnson & Johnson News Roundup

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

• Positive Sentiment: Johnson & Johnson’s oncology pipeline remains a key potential growth driver. A Phase 3 trial combining Tecvayli and Talvey reduced the relative risk of disease progression or death by 89% and the risk of death by 62% in relapsed or refractory multiple myeloma, supporting potential expansion of the company’s cancer-treatment franchise. Cancer treatment advances article
• Positive Sentiment: Several analysts remain constructive. Guggenheim reaffirmed a Buy rating with a $287 price target, while RBC Capital Markets highlighted accelerating Innovative Medicine sales as a partial offset to MedTech weakness. RBC Capital rating article
• Positive Sentiment: Longer-term commentary argues JNJ could grow faster than many investors expect through its oncology portfolio, psoriasis drug ICOTYDE, and continued momentum in Innovative Medicine. The company’s 64-year record of dividend increases also supports its defensive appeal. Johnson & Johnson growth prediction
• Neutral Sentiment: Attention is focused on JNJ’s third-quarter earnings report. Investors will look beyond revenue and earnings-per-share estimates for trends in pharmaceutical sales, MedTech performance, margins, and updated full-year guidance. Johnson & Johnson Q3 earnings preview
• Negative Sentiment: Investors remain concerned that JNJ’s valuation—around 29 times earnings—already reflects considerable confidence in future growth. MedTech competition, including pressure involving Abiomed, and a possible rebound that has yet to be demonstrated could limit near-term upside. J&J MedTech outlook
• Negative Sentiment: Dividend-focused coverage also flags biosimilar threats and ongoing talc litigation as risks that could weigh on investor sentiment despite JNJ’s dividend-growth history. Johnson & Johnson dividend risks

About Johnson & Johnson

Johnson & Johnson (NYSE: JNJ) is a global healthcare company that develops, manufactures and markets products through two primary business segments: Innovative Medicine and MedTech. Its operations serve patients, healthcare professionals and consumers in markets around the world.

The Innovative Medicine segment focuses on prescription medicines in areas including immunology, oncology, neuroscience, cardiovascular and metabolic disease, infectious diseases, and pulmonary hypertension.