2,767 Johnson & Johnson $JNJ Shares Bought by North Dakota State Investment Board

North Dakota State Investment Board raised its position in Johnson & Johnson (NYSE:JNJ) by 3.9% during the third quarter, according to the company in its most recent disclosure with the SEC. The firm owned 73,803 shares of the company’s stock after acquiring an additional 2,767 shares during the quarter. Johnson & Johnson makes up 0.8% of North Dakota State Investment Board’s portfolio, making the stock its 20th biggest holding. North Dakota State Investment Board’s holdings in Johnson & Johnson were worth $19,539,000 at the end of the most recent quarter.

Several other institutional investors and hedge funds have also bought and sold shares of the company. Wellington Management Group LLP increased its position in shares of Johnson & Johnson by 12.5% during the 2nd quarter. Wellington Management Group LLP now owns 22,588,696 shares of the company’s stock valued at $5,736,851,000 after purchasing an additional 2,513,321 shares during the last quarter. Deutsche Bank AG boosted its holdings in shares of Johnson & Johnson by 8.5% in the second 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 during the last quarter. Amundi boosted 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 worth $3,277,163,000 after buying an additional 2,001,139 shares during the last quarter. Jupiter Topco LLC bought a new stake in Johnson & Johnson during the second quarter valued at approximately $1,967,399,000. Finally, Janus Henderson Group PLC grew its position in Johnson & Johnson by 1.9% during the first quarter. Janus Henderson Group PLC now owns 7,872,478 shares of the company’s stock valued at $1,924,323,000 after buying an additional 148,497 shares during the period. 69.55% of the stock is owned by hedge funds and other institutional investors.

Johnson & Johnson Trading Down 0.7%

Shares of NYSE:JNJ opened at $273.39 on Friday. The stock has a 50 day moving average of $265.74 and a 200 day moving average of $246.94. The company has a market cap of $658.13 billion, a PE ratio of 41.42, a price-to-earnings-growth ratio of 2.72 and a beta of 0.21. Johnson & Johnson has a 12-month low of $185.12 and a 12-month high of $282.02. The company has a current ratio of 1.02, a quick ratio of 0.74 and a debt-to-equity ratio of 0.44.

Johnson & Johnson (NYSE:JNJ) last released its earnings results on Tuesday, October 13th. The company reported $2.59 EPS 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 company had revenue of $25.40 billion for the quarter, compared to analysts’ expectations of $25.38 billion. During the same quarter last year, the business earned $2.80 EPS. The firm’s revenue was up 5.9% compared to the same quarter last year. Johnson & Johnson has set its FY 2026 guidance at 11.050-11.150 EPS. As a group, equities research analysts expect 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 given a dividend of $1.34 per share. This represents a $5.36 annualized dividend and a dividend yield of 2.0%. The ex-dividend date is Tuesday, November 24th. Johnson & Johnson’s dividend payout ratio (DPR) is presently 81.21%.

Insider Activity

In related news, EVP Timothy Schmid sold 33,597 shares of Johnson & Johnson stock in a transaction on Wednesday, September 2nd. The shares were sold at an average price of $274.74, for a total transaction of $9,230,439.78. Following the transaction, 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 link. Also, EVP Elizabeth Forminard sold 15,918 shares of the company’s 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 transaction, the executive vice president directly owned 16,994 shares of the company’s stock, valued at $4,367,458. This represents a 48.37% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold 64,515 shares of company stock worth $17,271,766 in the last three months. Company insiders own 0.16% of the company’s stock.

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

Wall Street Analyst Weigh In

A number of analysts have commented on JNJ shares. Argus set a $300.00 target price on shares of Johnson & Johnson in a report on Wednesday, July 29th. Sanford C. Bernstein set a $270.00 price target on shares of Johnson & Johnson in a research note on Thursday, October 15th. Bank of America reissued a “neutral” rating and set a $278.00 price objective on shares of Johnson & Johnson in a research report on Tuesday, September 29th. UBS Group set a $270.00 price objective on Johnson & Johnson in a research note on Wednesday, October 14th. Finally, Weiss Ratings cut 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 assigned a Hold rating to the company. According to data from MarketBeat, the stock has an average rating of “Moderate Buy” and a consensus price target of $275.92.

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.