4,303 Johnson & Johnson $JNJ Shares Acquired by MGO One Seven LLC

MGO One Seven LLC lifted its holdings in shares of Johnson & Johnson (NYSE:JNJ) by 3.5% in the third quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The institutional investor owned 126,490 shares of the company’s stock after buying an additional 4,303 shares during the period. Johnson & Johnson comprises 0.6% of MGO One Seven LLC’s investment portfolio, making the stock its 28th biggest holding. MGO One Seven LLC’s holdings in Johnson & Johnson were worth $33,487,000 as of its most recent SEC filing.

Several other hedge funds have also modified their holdings of the business. Silver Coast Investments LLC raised its position in Johnson & Johnson by 3.8% in the second quarter. Silver Coast Investments LLC now owns 1,066 shares of the company’s stock worth $271,000 after acquiring an additional 39 shares in the last quarter. Townsend Asset Management Corp NC ADV boosted its position in shares of Johnson & Johnson by 0.6% during the 2nd quarter. Townsend Asset Management Corp NC ADV now owns 6,418 shares of the company’s stock worth $1,630,000 after purchasing an additional 39 shares in the last quarter. Triumph Capital Management boosted its position 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 worth $643,000 after purchasing an additional 39 shares in the last quarter. Kwmg LLC grew its stake in shares of Johnson & Johnson by 1.7% during the 3rd quarter. Kwmg LLC now owns 2,383 shares of the company’s stock worth $631,000 after purchasing an additional 39 shares during the period. Finally, Cypress Wealth Services LLC grew its stake in shares of Johnson & Johnson by 0.4% during the 3rd quarter. Cypress Wealth Services LLC now owns 10,618 shares of the company’s stock worth $2,705,000 after purchasing an additional 39 shares during the period. 69.55% of the stock is owned by institutional investors and hedge funds.

More Johnson & Johnson News

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 Trading Up 0.1%

Shares of JNJ opened at $273.39 on Monday. Johnson & Johnson has a fifty-two week low of $185.12 and a fifty-two week high of $282.02. The company has a market capitalization of $658.13 billion, a PE ratio of 41.42, a price-to-earnings-growth ratio of 2.70 and a beta of 0.22. The stock has a fifty day moving average of $265.74 and a two-hundred day moving average of $246.94. 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 (NYSE:JNJ) last posted its quarterly earnings data on Tuesday, October 13th. The company reported $2.59 earnings per share (EPS) for the quarter, topping the consensus estimate of $2.53 by $0.06. The business had revenue of $25.40 billion for the quarter, compared to analysts’ expectations of $25.38 billion. Johnson & Johnson had a return on equity of 31.64% and a net margin of 16.20%. The business’s revenue was up 5.9% on a year-over-year basis. During the same quarter last year, the firm earned $2.80 earnings per share. Johnson & Johnson has set its FY 2026 guidance at 11.050-11.150 EPS. As a group, analysts forecast that Johnson & Johnson will post 11.12 EPS for the current year.

Johnson & Johnson Announces Dividend

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

Insider Buying and Selling

In other news, EVP Timothy Schmid sold 33,597 shares of the company’s stock in a transaction dated 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 completion of the transaction, the executive vice president owned 25,447 shares of the company’s stock, valued at $6,991,308.78. This represents a 56.90% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which is available through this link. Also, EVP Jennifer L. Taubert sold 15,000 shares of the company’s stock in a transaction dated Monday, August 17th. The shares were sold at an average price of $263.36, for a total transaction of $3,950,400.00. Following the transaction, the executive vice president directly owned 194,451 shares of the company’s stock, valued at approximately $51,210,615.36. This represents a 7.16% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Over the last ninety days, insiders have sold 64,515 shares of company stock worth $17,271,766. 0.16% of the stock is owned by company insiders.

Analyst Upgrades and Downgrades

A number of equities analysts have recently issued reports on the stock. Leerink Partners cut their price target on shares of Johnson & Johnson from $276.00 to $272.00 and set an “outperform” rating for the company in a report on Wednesday, October 14th. Raymond James Financial set a $280.00 target price on Johnson & Johnson in a research report on Monday, August 3rd. UBS Group set a $270.00 target price on Johnson & Johnson in a report on Wednesday, October 14th. Guggenheim restated a “buy” rating and issued a $287.00 price target on shares of Johnson & Johnson in a research report on Wednesday, October 7th. Finally, The Goldman Sachs Group reaffirmed a “buy” rating and set a $282.00 price target on shares of Johnson & Johnson in a research note on Thursday, July 16th. One analyst has rated the stock with a Strong Buy rating, seventeen have assigned a Buy rating and eight have assigned a Hold rating to the company. Based on data from MarketBeat.com, the stock currently has a consensus rating of “Moderate Buy” and an average target price 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.