VIRGINIA RETIREMENT SYSTEMS ET Al Sells 21,400 Shares of Johnson & Johnson $JNJ

VIRGINIA RETIREMENT SYSTEMS ET Al trimmed its stake in Johnson & Johnson (NYSE:JNJ) by 2.6% in the third quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 797,063 shares of the company’s stock after selling 21,400 shares during the period. Johnson & Johnson comprises approximately 1.3% of VIRGINIA RETIREMENT SYSTEMS ET Al’s investment portfolio, making the stock its 10th biggest position. VIRGINIA RETIREMENT SYSTEMS ET Al’s holdings in Johnson & Johnson were worth $211,014,000 as of its most recent SEC filing.

Several other large investors have also bought and sold shares of JNJ. Parcion Private Wealth LLC lifted its stake in shares of Johnson & Johnson by 2.4% in the 3rd quarter. Parcion Private Wealth LLC now owns 10,996 shares of the company’s stock valued at $2,911,000 after purchasing an additional 257 shares during the period. Partners Wealth Management LLC grew its stake in Johnson & Johnson by 262.4% during the third quarter. Partners Wealth Management LLC now owns 6,012 shares of the company’s stock worth $1,592,000 after purchasing an additional 4,353 shares during the period. Soltis Investment Advisors LLC grew its stake in Johnson & Johnson by 9.3% during the third quarter. Soltis Investment Advisors LLC now owns 54,616 shares of the company’s stock worth $14,459,000 after purchasing an additional 4,626 shares during the period. Founders Financial Securities LLC increased its holdings in Johnson & Johnson by 8.4% in the third quarter. Founders Financial Securities LLC now owns 25,378 shares of the company’s stock worth $6,719,000 after purchasing an additional 1,970 shares in the last quarter. Finally, ERn Financial LLC increased its holdings in Johnson & Johnson by 10.6% in the third quarter. ERn Financial LLC now owns 919 shares of the company’s stock worth $243,000 after purchasing an additional 88 shares in the last quarter. 69.55% of the stock is owned by institutional investors.

Johnson & Johnson Stock Down 0.7%

Shares of NYSE:JNJ opened at $273.39 on Friday. The business’s 50 day simple moving average is $265.74 and its two-hundred day simple moving average is $246.94. The firm has a market cap of $658.13 billion, a P/E ratio of 41.42, a PEG ratio of 2.70 and a beta of 0.21. 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 52-week low of $185.12 and a 52-week high of $282.02.

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

Johnson & Johnson Dividend Announcement

The firm also recently declared a quarterly dividend, which will be paid on Tuesday, December 8th. Investors of record on Tuesday, November 24th will be given a $1.34 dividend. The ex-dividend date of this dividend is Tuesday, November 24th. This represents a $5.36 annualized dividend and a yield of 2.0%. Johnson & Johnson’s dividend payout ratio (DPR) is presently 81.21%.

Insider Buying and Selling at Johnson & Johnson

In other Johnson & Johnson news, EVP Elizabeth Forminard sold 15,918 shares of the business’s stock in a transaction on Thursday, August 6th. The shares were 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 approximately $4,367,458. The trade was a 48.37% decrease in their position. The sale was disclosed in a document filed with the SEC, which can be accessed through the SEC website. Also, EVP Jennifer Taubert sold 15,000 shares of the company’s stock in a transaction on Monday, August 17th. The stock was sold at an average price of $263.36, for a total transaction of $3,950,400.00. Following the transaction, the executive vice president owned 194,451 shares in the company, valued at approximately $51,210,615.36. The trade was a 7.16% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. In the last 90 days, insiders sold 64,515 shares of company stock worth $17,271,766. 0.16% of the stock is owned by corporate insiders.

Analysts Set New Price Targets

Several brokerages have issued reports on JNJ. HSBC boosted their price target on Johnson & Johnson from $290.00 to $320.00 and gave the company a “buy” rating in a research note on Thursday, September 10th. Guggenheim reaffirmed a “buy” rating and set a $287.00 price objective on shares of Johnson & Johnson in a research report on Wednesday, October 7th. Leerink Partners dropped their target price on shares of Johnson & Johnson from $276.00 to $272.00 and set an “outperform” rating on the stock in a research report on Wednesday, October 14th. Wells Fargo & Company increased their target price on shares of Johnson & Johnson from $275.00 to $287.00 and gave the stock an “overweight” rating in a research note on Friday, October 16th. Finally, Weiss Ratings cut 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 given a Hold rating to the company’s stock. According to MarketBeat.com, the stock currently has an average rating of “Moderate Buy” and a consensus target price of $275.92.

Key Headlines Impacting Johnson & Johnson

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

Johnson & Johnson Company Profile

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.