14,772 Johnson & Johnson $JNJ Shares Sold by D.A. Davidson & CO.

D.A. Davidson & CO. reduced its position in shares of Johnson & Johnson (NYSE:JNJ) by 2.4% during the 3rd quarter, HoldingsChannel.com reports. The firm owned 601,345 shares of the company’s stock after selling 14,772 shares during the quarter. Johnson & Johnson accounts for about 0.9% of D.A. Davidson & CO.’s holdings, making the stock its 21st biggest position. D.A. Davidson & CO.’s holdings in Johnson & Johnson were worth $159,200,000 as of its most recent filing with the Securities and Exchange Commission.

A number of other hedge funds also recently modified their holdings of the business. Silver Coast Investments LLC increased its position in Johnson & Johnson by 3.8% during the 2nd quarter. Silver Coast Investments LLC now owns 1,066 shares of the company’s stock valued at $271,000 after purchasing an additional 39 shares during the period. Townsend Asset Management Corp NC ADV lifted its position in shares of Johnson & Johnson by 0.6% in the 2nd quarter. Townsend Asset Management Corp NC ADV now owns 6,418 shares of the company’s stock worth $1,630,000 after purchasing an additional 39 shares during the period. Triumph Capital Management boosted its stake in shares of Johnson & Johnson by 1.6% in the 2nd quarter. Triumph Capital Management now owns 2,531 shares of the company’s stock valued at $643,000 after purchasing an additional 39 shares during the last quarter. Kwmg LLC increased its position in shares of Johnson & Johnson by 1.7% during the third quarter. Kwmg LLC now owns 2,383 shares of the company’s stock worth $631,000 after buying an additional 39 shares during the period. Finally, Cypress Wealth Services LLC increased its position in shares of Johnson & Johnson by 0.4% during the third quarter. Cypress Wealth Services LLC now owns 10,618 shares of the company’s stock worth $2,705,000 after buying an additional 39 shares during the period. Institutional investors and hedge funds own 69.55% of the company’s stock.

Johnson & Johnson Price Performance

Shares of NYSE:JNJ opened at $273.39 on Friday. The firm has a market capitalization 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 debt-to-equity ratio of 0.44, a current ratio of 1.02 and a quick ratio of 0.74. Johnson & Johnson has a one year low of $185.12 and a one year high of $282.02. The company’s fifty day moving average price is $265.74 and its 200-day moving average price is $246.94.

Johnson & Johnson (NYSE:JNJ) last released its earnings results on Tuesday, October 13th. The company reported $2.59 earnings per share for the quarter, beating analysts’ consensus estimates 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 during the quarter, compared to analyst estimates of $25.38 billion. During the same quarter in the previous year, the company posted $2.80 EPS. Johnson & Johnson’s revenue for the quarter 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, equities research analysts anticipate that Johnson & Johnson will post 11.12 earnings per share for the current fiscal year.

Johnson & Johnson Dividend Announcement

The company also recently disclosed a quarterly dividend, which will be paid on Tuesday, December 8th. Investors of record on Tuesday, November 24th will be issued a $1.34 dividend. 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 presently 81.21%.

Insider Activity

In other news, EVP Elizabeth Forminard sold 15,918 shares of the company’s stock in a transaction dated 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 completion of the sale, the executive vice president owned 16,994 shares of the company’s stock, valued at $4,367,458. This represents a 48.37% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available through this link. Also, EVP Jennifer Taubert sold 15,000 shares of Johnson & Johnson stock in a transaction that occurred 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 in the company, valued at $51,210,615.36. This represents a 7.16% decrease in their position. The SEC filing for this sale provides additional information. Insiders have sold a total of 64,515 shares of company stock valued at $17,271,766 in the last 90 days. 0.16% of the stock is currently owned by insiders.

Wall Street Analysts Forecast Growth

A number of equities research analysts have weighed in on JNJ shares. Weiss Ratings downgraded Johnson & Johnson from a “buy (b+)” rating to a “buy (b-)” rating in a report on Friday, October 23rd. Wall Street Zen lowered shares of Johnson & Johnson from a “buy” rating to a “hold” rating in a research note on Saturday, August 1st. HSBC boosted their target price on shares of Johnson & Johnson from $290.00 to $320.00 and gave the company a “buy” rating in a research report on Thursday, September 10th. Evercore set a $300.00 target price on shares of Johnson & Johnson in a research note on Tuesday, October 20th. Finally, TD Cowen restated a “buy” rating on shares of Johnson & Johnson in a report on Tuesday, October 20th. One equities research 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. According to data from MarketBeat.com, the stock has a consensus rating of “Moderate Buy” and a consensus target price of $275.92.

Key Headlines Impacting Johnson & Johnson

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.