2,327 Johnson & Johnson $JNJ Shares Sold by InvesTrust

InvesTrust lessened its stake in shares of Johnson & Johnson (NYSE:JNJ) by 13.1% during the third quarter, Holdings Channel.com reports. The fund owned 15,394 shares of the company’s stock after selling 2,327 shares during the period. Johnson & Johnson accounts for about 1.5% of InvesTrust’s holdings, making the stock its 22nd biggest holding. InvesTrust’s holdings in Johnson & Johnson were worth $4,075,000 at the end of the most recent reporting period.

Other hedge funds have also recently added to or reduced their stakes in the company. Silver Coast Investments LLC raised its holdings in shares of Johnson & Johnson by 3.8% during the second quarter. Silver Coast Investments LLC now owns 1,066 shares of the company’s stock valued at $271,000 after acquiring an additional 39 shares during the period. Townsend Asset Management Corp NC ADV increased its position in Johnson & Johnson by 0.6% during the second quarter. Townsend Asset Management Corp NC ADV now owns 6,418 shares of the company’s stock worth $1,630,000 after buying an additional 39 shares during the last quarter. Triumph Capital Management increased its holdings in shares of Johnson & Johnson by 1.6% during the 2nd quarter. Triumph Capital Management now owns 2,531 shares of the company’s stock valued at $643,000 after acquiring an additional 39 shares during the last quarter. Kwmg LLC grew its stake in Johnson & Johnson by 1.7% in the 3rd quarter. Kwmg LLC now owns 2,383 shares of the company’s stock valued at $631,000 after buying an additional 39 shares during the last quarter. Finally, Denali Advisors LLC lifted its holdings in shares of Johnson & Johnson by 1.2% during the second quarter. Denali Advisors LLC now owns 3,305 shares of the company’s stock worth $839,000 after buying an additional 40 shares during the last quarter. Institutional investors and hedge funds own 69.55% of the company’s stock.

Insiders Place Their Bets

In related news, EVP Timothy Schmid sold 33,597 shares of the firm’s 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 completion of the sale, the executive vice president directly owned 25,447 shares of the company’s stock, valued at $6,991,308.78. This trade represents 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 Vanessa Broadhurst sold 23,054 shares of Johnson & Johnson stock in a transaction on Monday, July 20th. The shares were sold at an average price of $251.27, for a total value of $5,792,778.58. Following the completion of the transaction, the executive vice president owned 23,003 shares of the company’s stock, valued at approximately $5,779,963.81. The trade was a 50.06% decrease in their position. The SEC filing for this sale provides additional information. Insiders sold 87,569 shares of company stock valued at $23,064,544 over the last quarter. 0.16% of the stock is owned by insiders.

Wall Street Analysts Forecast Growth

A number of equities research analysts recently weighed in on the company. Stifel Nicolaus set a $260.00 target price on Johnson & Johnson in a research report on Wednesday, July 15th. JPMorgan Chase & Co. increased their target price on Johnson & Johnson from $270.00 to $285.00 and gave the stock a “neutral” rating in a report on Tuesday, September 29th. Argus set a $300.00 target price on Johnson & Johnson in a research report on Wednesday, July 29th. Bank of America reaffirmed a “neutral” rating and issued a $278.00 price target on shares of Johnson & Johnson in a research note on Tuesday, September 29th. Finally, Scotiabank reiterated an “outperform” rating and issued a $305.00 price target on shares of Johnson & Johnson in a research report on Thursday, July 16th. One investment 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. According to MarketBeat.com, the stock currently has an average rating of “Moderate Buy” and a consensus price target of $274.35.

Johnson & Johnson Trading Down 0.1%

Shares of JNJ stock opened at $253.68 on Friday. Johnson & Johnson has a 12-month low of $184.66 and a 12-month high of $281.07. The company has a market capitalization of $611.35 billion, a P/E ratio of 38.44, a P/E/G ratio of 2.59 and a beta of 0.21. The firm has a 50-day moving average price of $265.73 and a 200 day moving average price of $249.57. The company has a quick ratio of 0.81, a current ratio of 1.09 and a debt-to-equity ratio of 0.44.

Johnson & Johnson (NYSE:JNJ) last released its quarterly earnings results on Tuesday, October 13th. The company reported $2.59 EPS for the quarter, beating analysts’ consensus estimates of $2.53 by $0.06. The firm had revenue of $25.40 billion for the quarter, compared to analyst estimates of $25.38 billion. Johnson & Johnson had a net margin of 16.20% and a return on equity of 31.54%. The company’s revenue for the quarter was up 5.9% compared to the same quarter last year. During the same period in the previous year, the business earned $2.80 earnings per share. Johnson & Johnson has set its FY 2026 guidance at 11.050-11.150 EPS. Research analysts forecast that Johnson & Johnson will post 11.10 earnings per share for the current fiscal year.

Johnson & Johnson Dividend Announcement

The firm also recently announced a quarterly dividend, which will be paid on Tuesday, December 8th. Stockholders of record on Tuesday, November 24th will be issued a $1.34 dividend. This represents a $5.36 annualized dividend and a dividend yield of 2.1%. The ex-dividend date of this dividend is Tuesday, November 24th. Johnson & Johnson’s payout ratio is presently 81.21%.

More Johnson & Johnson News

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

• Positive Sentiment: Johnson & Johnson reported third-quarter adjusted earnings of $2.59 per share and revenue of $25.40 billion, exceeding consensus estimates. Revenue increased 5.9% year over year, led by 7.9% growth in Innovative Medicine. J&J Q3 2026 Earnings Call Transcript
• Positive Sentiment: Management raised its 2026 sales and earnings outlook, with guidance of approximately $11.05–$11.15 in adjusted EPS. Executives also highlighted pipeline products and MedTech innovation as potential sources of future growth. JNJ Q3 Earnings Call Highlights
• Positive Sentiment: Morgan Stanley maintained an “overweight” rating, while RBC retained an “outperform” rating, indicating that analysts still see potential upside despite trimming their price targets. Technical analysts also identified support near $246. Morgan Stanley JNJ Price Target
• Neutral Sentiment: Johnson & Johnson plans an enterprise review on December 8 and is targeting a potential mid-2027 spinoff of its DePuy Synthes orthopedics business. These initiatives could clarify the company’s growth strategy but may also create execution and earnings-dilution concerns. J&J MedTech Orthopedics Spinoff
• Negative Sentiment: MedTech sales missed Wall Street expectations, with weakness attributed partly to China pricing pressure and European budget cuts. Investors viewed the device business as a key reason the stock fell sharply following earnings. Johnson & Johnson Stock Falls as MedTech Misses
• Negative Sentiment: Analysts lowered several price targets after the results, citing mixed pharmaceutical trends, acquisition costs, talc-related charges and potential 2027 dilution. The concerns are more significant because JNJ trades at a premium earnings multiple versus the broader market. Analysts Cut JNJ Forecasts

Johnson & Johnson 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.