Apella Capital LLC Boosts Position in Johnson & Johnson $JNJ

Apella Capital LLC lifted its stake in shares of Johnson & Johnson (NYSE:JNJ) by 10.6% in the 3rd quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The firm owned 46,998 shares of the company’s stock after buying an additional 4,519 shares during the quarter. Apella Capital LLC’s holdings in Johnson & Johnson were worth $12,147,000 as of its most recent filing with the Securities & Exchange Commission.

A number of other institutional investors also recently modified their holdings of the stock. Outlook Capital Management LLC acquired a new stake in shares of Johnson & Johnson in the 2nd quarter valued at about $28,000. Matrix Trust Co grew its stake in Johnson & Johnson by 56.2% in the second quarter. Matrix Trust Co now owns 150 shares of the company’s stock valued at $38,000 after acquiring an additional 54 shares during the period. Hyposwiss Advisors SA acquired a new stake in Johnson & Johnson in the fourth quarter valued at approximately $42,000. Montgomery Financial Services LLC bought a new stake in shares of Johnson & Johnson during the second quarter valued at approximately $43,000. Finally, Polaris Financial Partners acquired a new position in shares of Johnson & Johnson during the third quarter worth approximately $56,000. Institutional investors and hedge funds own 69.55% of the company’s stock.

Johnson & Johnson Stock Down 1.1%

Johnson & Johnson stock traded down $2.77 during midday trading on Thursday, hitting $255.68. 2,434,771 shares of the stock were exchanged, compared to its average volume of 7,951,647. Johnson & Johnson has a 52-week low of $184.66 and a 52-week high of $281.07. The company has a quick ratio of 0.81, a current ratio of 1.09 and a debt-to-equity ratio of 0.44. The business’s 50-day moving average price is $265.71 and its 200-day moving average price is $248.78. The stock has a market capitalization of $616.15 billion, a price-to-earnings ratio of 29.64, a price-to-earnings-growth ratio of 2.50 and a beta of 0.21.

Johnson & Johnson (NYSE:JNJ) last posted its quarterly earnings data on Wednesday, July 15th. The company reported $2.90 EPS for the quarter, beating the consensus estimate of $2.84 by $0.06. Johnson & Johnson had a net margin of 21.48% and a return on equity of 32.42%. The firm had revenue of $25.31 billion during the quarter, compared to analyst estimates of $25.06 billion. During the same quarter last year, the business posted $2.77 EPS. The company’s revenue for the quarter was up 6.6% on a year-over-year basis. Johnson & Johnson has set its FY 2026 guidance at 11.600-11.750 EPS. On average, research analysts expect that Johnson & Johnson will post 11.54 EPS for the current fiscal year.

Johnson & Johnson Dividend Announcement

The firm also recently declared a quarterly dividend, which was paid on Tuesday, September 8th. Investors of record on Tuesday, August 25th were issued a dividend of $1.34 per share. This represents a $5.36 dividend on an annualized basis and a yield of 2.1%. The ex-dividend date was Tuesday, August 25th. Johnson & Johnson’s dividend payout ratio (DPR) is 62.11%.

Wall Street Analysts Forecast Growth

Several research firms recently issued reports on JNJ. Argus set a $300.00 price target on shares of Johnson & Johnson in a research report on Wednesday, July 29th. The Goldman Sachs Group restated a “buy” rating and set a $282.00 price objective on shares of Johnson & Johnson in a report on Thursday, July 16th. Freedom Capital upgraded shares of Johnson & Johnson from a “hold” rating to a “strong-buy” rating in a report on Thursday, July 16th. Bank of America reissued a “neutral” rating and set a $278.00 target price on shares of Johnson & Johnson in a research report on Tuesday, September 29th. Finally, Citigroup raised their price target on shares of Johnson & Johnson from $298.00 to $303.00 and gave the company a “buy” rating in a research report on Monday. One equities research analyst has rated the stock with a Strong Buy rating, eighteen have assigned a Buy rating and six have given a Hold rating to the stock. Based on data from MarketBeat, the company has a consensus rating of “Moderate Buy” and an average target price of $276.22.

Insiders Place Their Bets

In other news, EVP Timothy Schmid sold 33,597 shares of Johnson & Johnson 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 sale, the executive vice president directly owned 25,447 shares in the company, valued at $6,991,308.78. The trade was a 56.90% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is available at this hyperlink. Also, EVP Elizabeth Forminard sold 15,918 shares of the business’s 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 transaction, the executive vice president directly owned 16,994 shares in the company, valued at $4,367,458. This trade represents a 48.37% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Over the last three months, insiders have sold 87,569 shares of company stock valued at $23,064,544. 0.16% of the stock is owned by insiders.

More Johnson & Johnson News

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.