Johnson & Johnson $JNJ Stock: Raleigh Capital Management Inc. Grows Holdings

Raleigh Capital Management Inc. grew its stake in Johnson & Johnson (NYSE:JNJ) by 50.9% during the 3rd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm owned 5,628 shares of the company’s stock after purchasing an additional 1,898 shares during the quarter. Raleigh Capital Management Inc.’s holdings in Johnson & Johnson were worth $1,490,000 as of its most recent SEC filing.

Other institutional investors and hedge funds have also bought and sold shares of the company. Wellington Management Group LLP grew its holdings in Johnson & Johnson by 12.5% in 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 buying an additional 2,513,321 shares in the last quarter. Deutsche Bank AG lifted its holdings in shares of Johnson & Johnson by 8.5% during 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 in the last quarter. Amundi lifted its holdings in shares of Johnson & Johnson by 17.5% during 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 in the last quarter. Janus Henderson Group PLC boosted its position in shares of Johnson & Johnson by 1.9% in 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 acquiring an additional 148,497 shares during the period. Finally, Jupiter Topco LLC acquired a new position in shares of Johnson & Johnson in the second quarter valued at about $1,967,399,000. Institutional investors and hedge funds own 69.55% of the company’s stock.

Analysts Set New Price Targets

A number of equities analysts recently commented on JNJ shares. Bank of America reaffirmed a “neutral” rating and set a $278.00 price target on shares of Johnson & Johnson in a research report on Tuesday, September 29th. UBS Group set a $270.00 target price on shares of Johnson & Johnson in a research report on Wednesday, October 14th. Wall Street Zen downgraded shares of Johnson & Johnson from a “buy” rating to a “hold” rating in a report on Saturday, August 1st. TD Cowen reiterated a “buy” rating on shares of Johnson & Johnson in a research report on Tuesday, October 20th. Finally, Scotiabank reissued an “outperform” rating and issued a $305.00 price objective 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 given a Hold rating to the company’s stock. Based on data from MarketBeat, Johnson & Johnson currently has a consensus rating of “Moderate Buy” and a consensus target price of $275.92.

Insider Buying and Selling

In other Johnson & Johnson news, EVP Jennifer L. Taubert sold 15,000 shares of the company’s stock in a transaction that occurred on Monday, August 17th. The shares were sold at an average price of $263.36, for a total value of $3,950,400.00. Following the completion of the transaction, the executive vice president directly owned 194,451 shares in the company, valued at approximately $51,210,615.36. This represents a 7.16% decrease in their position. The sale was disclosed in a legal filing with the SEC, which can be accessed through this link. Also, EVP Elizabeth Forminard sold 15,918 shares of the firm’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 transaction, the executive vice president directly owned 16,994 shares of the company’s stock, 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 a total of 64,515 shares of company stock worth $17,271,766 in the last ninety days. 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

Johnson & Johnson Price Performance

Shares of JNJ opened at $273.39 on Monday. The company has a quick ratio of 0.74, a current ratio of 1.02 and a debt-to-equity ratio of 0.44. The stock has a market cap of $658.13 billion, a PE ratio of 41.42, a PEG ratio of 2.70 and a beta of 0.22. Johnson & Johnson has a 12-month low of $185.12 and a 12-month high of $282.02. The business has a 50-day simple moving average of $265.74 and a two-hundred day simple moving average of $246.94.

Johnson & Johnson (NYSE:JNJ) last announced 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 return on equity of 31.64% and a net margin of 16.20%. The business’s revenue for the quarter was up 5.9% on a year-over-year basis. During the same period last year, the firm posted $2.80 earnings per share. Johnson & Johnson has set its FY 2026 guidance at 11.050-11.150 EPS. Analysts anticipate that Johnson & Johnson will post 11.12 earnings per share for the current fiscal year.

Johnson & Johnson Dividend Announcement

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

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.