Johnson & Johnson $JNJ Holdings Increased by Market Street Wealth Management Advisors LLC

Market Street Wealth Management Advisors LLC boosted its stake in shares of Johnson & Johnson (NYSE:JNJ) by 272.3% in the third quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 4,334 shares of the company’s stock after buying an additional 3,170 shares during the quarter. Market Street Wealth Management Advisors LLC’s holdings in Johnson & Johnson were worth $1,147,000 as of its most recent SEC filing.

Several other hedge funds and other institutional investors also recently bought and sold shares of JNJ. Wellington Management Group LLP lifted its holdings in shares of Johnson & Johnson by 12.5% in the 2nd 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 grew its position in shares of Johnson & Johnson by 8.5% during the 2nd quarter. Deutsche Bank AG now owns 15,661,323 shares of the company’s stock worth $3,977,506,000 after buying an additional 1,225,676 shares in the last quarter. UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC increased 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 period. 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 valued at $3,277,163,000 after acquiring an additional 2,001,139 shares in the last quarter. Finally, Nuveen LLC lifted its stake in Johnson & Johnson by 6.9% in the fourth 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 period. Institutional investors own 69.55% of the company’s stock.

Insider Transactions at Johnson & Johnson

In other Johnson & Johnson news, EVP Vanessa Broadhurst sold 23,054 shares of Johnson & Johnson stock in a transaction that occurred on Monday, July 20th. The shares were sold at an average price of $251.27, for a total transaction of $5,792,778.58. Following the completion of the sale, the executive vice president directly owned 23,003 shares in the company, valued at approximately $5,779,963.81. The trade was a 50.06% decrease in their position. The sale was disclosed in a legal filing with the SEC, which is accessible through the SEC website. Also, EVP Elizabeth Forminard sold 15,918 shares of the stock in a transaction on 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 sale, the executive vice president owned 16,994 shares in the company, valued at $4,367,458. The trade was a 48.37% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold 87,569 shares of company stock worth $23,064,544 in the last ninety days. Corporate insiders own 0.16% of the company’s stock.

Johnson & Johnson Price Performance

Shares of JNJ opened at $256.85 on Friday. The company has a debt-to-equity ratio of 0.44, a current ratio of 1.09 and a quick ratio of 0.81. The company’s fifty day moving average price is $265.73 and its 200-day moving average price is $248.93. Johnson & Johnson has a 1-year low of $184.66 and a 1-year high of $281.07. The firm has a market capitalization of $618.99 billion, a PE ratio of 29.76, a price-to-earnings-growth ratio of 2.59 and a beta of 0.21.

Johnson & Johnson (NYSE:JNJ) last issued its earnings results on Wednesday, July 15th. The company reported $2.90 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $2.84 by $0.06. The company had revenue of $25.31 billion during the quarter, compared to analyst estimates of $25.06 billion. Johnson & Johnson had a return on equity of 32.42% and a net margin of 21.48%.The firm’s quarterly revenue was up 6.6% on a year-over-year basis. During the same quarter last year, the business posted $2.77 EPS. Johnson & Johnson has set its FY 2026 guidance at 11.600-11.750 EPS. On average, equities research analysts predict that Johnson & Johnson will post 11.3 EPS for the current year.

Johnson & Johnson Dividend Announcement

The company also recently announced 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. The ex-dividend date of this dividend was Tuesday, August 25th. This represents a $5.36 dividend on an annualized basis and a dividend yield of 2.1%. Johnson & Johnson’s payout ratio is 62.11%.

Analyst Upgrades and Downgrades

Several equities research analysts have recently commented on JNJ shares. Argus set a $300.00 price target on shares of Johnson & Johnson in a report on Wednesday, July 29th. Guggenheim reissued a “buy” rating and issued a $287.00 price objective on shares of Johnson & Johnson in a research report on Wednesday. Bank of America reiterated a “neutral” rating and issued a $278.00 price target on shares of Johnson & Johnson in a research note on Tuesday, September 29th. Royal Bank Of Canada raised their price target on Johnson & Johnson from $287.00 to $290.00 and gave the stock an “outperform” rating in a report on Tuesday. Finally, TD Cowen upped their price objective on shares of Johnson & Johnson from $250.00 to $300.00 and gave the company a “buy” rating in a report on Monday, July 13th. One 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’s stock. According to data from MarketBeat.com, Johnson & Johnson has a consensus rating of “Moderate Buy” and an average price target of $276.22.

Johnson & Johnson News Roundup

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

• Positive Sentiment: New two-year Phase 3 data for ICOTYDE (icotrokinra) showed sustained psoriasis benefits in adults and adolescents, with nearly three-quarters achieving clear or almost clear skin by two years and a favorable safety profile. The results strengthen the drug’s potential as a long-term growth product. ICOTYDE long-term psoriasis data
• Positive Sentiment: Johnson & Johnson’s cancer pipeline also received support from data showing that the Tecvayli-and-Talvey combination reduced the relative risk of disease progression or death by 89% and the risk of death by 62% in relapsed or refractory multiple myeloma. Cancer treatment advances
• Positive Sentiment: Guggenheim reaffirmed its Buy rating and assigned a $287 price target, while Morgan Stanley also issued a Buy rating. These recommendations indicate continued confidence in JNJ’s earnings durability, pipeline and defensive characteristics. Guggenheim Buy rating Morgan Stanley Buy rating
• Neutral Sentiment: Investors are awaiting third-quarter results. The company’s latest quarter beat estimates, with revenue up 6.6% year over year, and management raised 2026 guidance, but the upcoming report must confirm that momentum.
• Negative Sentiment: JNJ faces a major patent-cliff risk as exclusivity for cancer drugs Imbruvica and Darzalex expires over the coming years. The resulting revenue pressure makes pipeline execution and acquisitions increasingly important. Johnson & Johnson patent cliff
• Negative Sentiment: At roughly 30 times earnings, JNJ trades at a premium to slower-growth peers. Biosimilar competition, MedTech softness and ongoing talc litigation add to concerns about whether the current valuation fully reflects future growth.

Johnson & Johnson Company Profile

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.