3,704 Shares of Johnson & Johnson $JNJ Purchased by Shakespeare Wealth Management LLC

Shakespeare Wealth Management LLC acquired a new stake in Johnson & Johnson (NYSE:JNJ) in the third quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The institutional investor acquired 3,704 shares of the company’s stock, valued at approximately $980,000.

A number of other institutional investors have also bought and sold shares of the business. Outlook Capital Management LLC purchased a new stake in shares of Johnson & Johnson in the second quarter valued at approximately $28,000. Matrix Trust Co lifted its position in Johnson & Johnson by 56.2% during the second quarter. Matrix Trust Co now owns 150 shares of the company’s stock worth $38,000 after buying an additional 54 shares in the last quarter. Montgomery Financial Services LLC purchased a new position in Johnson & Johnson during the second quarter worth approximately $43,000. Hanseatic Management Services Inc. acquired a new position in Johnson & Johnson during the third quarter worth $52,000. Finally, Polaris Financial Partners acquired a new position in Johnson & Johnson during the third quarter worth $56,000. 69.55% of the stock is owned by hedge funds and other institutional investors.

Wall Street Analysts Forecast Growth

Several brokerages have issued reports on JNJ. Raymond James Financial set a $280.00 target price on Johnson & Johnson in a report on Monday, August 3rd. Scotiabank reiterated an “outperform” rating and set a $305.00 price target on shares of Johnson & Johnson in a report on Thursday, July 16th. Guggenheim reiterated a “buy” rating and set a $287.00 price target on shares of Johnson & Johnson in a report on Wednesday, October 7th. Wells Fargo & Company boosted their price target on shares of Johnson & Johnson from $275.00 to $287.00 and gave the company an “overweight” rating in a research report on Friday, October 16th. Finally, Weiss Ratings lowered shares of Johnson & Johnson from a “buy (b+)” rating to a “buy (b-)” rating in a report on Friday, October 23rd. One research analyst has rated the stock with a Strong Buy rating, seventeen have given a Buy rating and eight have issued a Hold rating to the company’s stock. Based on data from MarketBeat, the stock currently has an average rating of “Moderate Buy” and an average target price of $275.92.

Insider Activity

In related news, EVP Timothy Schmid sold 33,597 shares of the business’s stock in a transaction on Wednesday, September 2nd. The stock was sold at an average price of $274.74, for a total value of $9,230,439.78. Following the sale, the executive vice president owned 25,447 shares in the company, valued at approximately $6,991,308.78. The trade was a 56.90% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through this hyperlink. Also, EVP Jennifer Taubert sold 15,000 shares of the stock in a transaction dated Monday, August 17th. The stock was sold at an average price of $263.36, for a total value of $3,950,400.00. Following the transaction, the executive vice president directly owned 194,451 shares in the company, valued at approximately $51,210,615.36. The trade was a 7.16% decrease in their position. The disclosure for this sale is available in the SEC filing. Over the last ninety days, insiders sold 64,515 shares of company stock valued at $17,271,766. 0.16% of the stock is currently owned by corporate insiders.

Johnson & Johnson Stock Performance

Shares of JNJ stock opened at $273.39 on Friday. The firm’s 50 day moving average price is $265.74 and its 200-day moving average price is $246.94. 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 one year low of $185.12 and a one year high of $282.02. The firm has a market cap of $658.13 billion, a P/E ratio of 41.42, a P/E/G ratio of 2.70 and a beta of 0.21.

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

Johnson & Johnson Announces Dividend

The company also recently disclosed a quarterly dividend, which will be paid on Tuesday, December 8th. Stockholders 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 dividend on an annualized basis and a dividend yield of 2.0%. Johnson & Johnson’s payout ratio is presently 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

About Johnson & Johnson

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.