2,049 Shares of Johnson & Johnson $JNJ Acquired by Wavvest Wealth LLC

Wavvest Wealth LLC bought a new position in Johnson & Johnson (NYSE:JNJ) during the 3rd quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The firm bought 2,049 shares of the company’s stock, valued at approximately $542,000.

A number of other large investors have also made changes to their positions in JNJ. National Pension Service grew its holdings in shares of Johnson & Johnson by 1.3% during the second quarter. National Pension Service now owns 5,226,968 shares of the company’s stock valued at $1,327,493,000 after buying an additional 67,484 shares in the last quarter. IFP Advisors Inc raised its position in Johnson & Johnson by 8.8% during the second quarter. IFP Advisors Inc now owns 38,760 shares of the company’s stock valued at $9,844,000 after buying an additional 3,133 shares during the period. Elefante Mark B lifted its stake in Johnson & Johnson by 9.8% in the 2nd quarter. Elefante Mark B now owns 28,686 shares of the company’s stock worth $7,285,000 after acquiring an additional 2,563 shares in the last quarter. Gradient Investments LLC lifted its stake in Johnson & Johnson by 9.9% in the 2nd quarter. Gradient Investments LLC now owns 152,831 shares of the company’s stock worth $38,815,000 after acquiring an additional 13,737 shares in the last quarter. Finally, Louisiana State Employees Retirement System acquired a new stake in Johnson & Johnson during the 1st quarter worth about $30,017,000. Institutional investors and hedge funds own 69.55% of the company’s stock.

Insider Buying and Selling at Johnson & Johnson

In other news, EVP Elizabeth Forminard sold 15,918 shares of the 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 owned 16,994 shares in the company, valued at $4,367,458. This represents a 48.37% decrease in their position. The sale was disclosed in a document filed with the SEC, which can be accessed through this hyperlink. Also, EVP Jennifer L. Taubert sold 15,000 shares of the firm’s stock in a transaction on 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 owned 194,451 shares in the company, valued at $51,210,615.36. This represents a 7.16% decrease in their position. The SEC filing for this sale provides additional information. Insiders sold 64,515 shares of company stock worth $17,271,766 over the last ninety days. 0.16% of the stock is currently owned by insiders.

Johnson & Johnson News Roundup

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

• Positive Sentiment: The United Kingdom approved J&J’s oral psoriasis treatment, expanding the company’s commercial opportunity in a major market and strengthening its immunology pipeline. UK approves J&J’s oral psoriasis pill
• Positive Sentiment: J&J reported first real-world data for its VARIPULSE Pro platform and 12-month outcomes for the OMNYPULSE platform in atrial-fibrillation treatment. The results could support adoption of its MedTech portfolio and help offset weakness in other device businesses. J&J reports VARIPULSE Pro and OMNYPULSE data
• Positive Sentiment: J&J has benefited from investor rotation into defensive healthcare and consumer-staples companies amid broader large-cap weakness, reinforcing demand for its relatively stable earnings and dividend profile. Defensive stocks attract buyers
• Neutral Sentiment: J&J’s implied fair value was raised from $270.59 to $279.41 per share, but analyst views remain divided. Supporters cite earnings resilience and the drug pipeline, while others point to valuation, MedTech execution risk and possible dilution from recent deals. J&J fair value adjustment
• Negative Sentiment: A proposed combination involving J&J’s orthopedics business and Smith & Nephew reportedly collapsed over a leadership dispute. The development removes potential strategic benefits and may raise questions about execution, although Smith & Nephew declined to comment. Orthopedics merger reportedly collapsed
• Negative Sentiment: J&J reclaimed its 50-day moving average, but falling earnings estimates, a premium valuation and weakness in MedTech are limiting the bullish technical signal. Erste Group also downgraded the shares to “Hold,” adding to near-term investor caution. J&J stock outlook and valuation concerns

Analyst Ratings Changes

Several research firms have weighed in on JNJ. Guggenheim reaffirmed a “buy” rating and set a $287.00 target price on shares of Johnson & Johnson in a research note on Wednesday, October 7th. Scotiabank reissued an “outperform” rating and issued a $305.00 price target on shares of Johnson & Johnson in a research report on Thursday, July 16th. JPMorgan Chase & Co. raised their price target on shares of Johnson & Johnson from $270.00 to $285.00 and gave the stock a “neutral” rating in a report on Tuesday, September 29th. Erste Group Bank downgraded shares of Johnson & Johnson from a “buy” rating to a “hold” rating in a research report on Wednesday. Finally, Wall Street Zen lowered shares of Johnson & Johnson from a “buy” rating to a “hold” rating in a research note on Saturday, August 1st. One equities research analyst has rated the stock with a Strong Buy rating, seventeen have issued a Buy rating and eight have issued a Hold rating to the company. According to MarketBeat.com, Johnson & Johnson currently has a consensus rating of “Moderate Buy” and an average price target of $275.92.

Johnson & Johnson Stock Down 1.3%

JNJ opened at $264.13 on Friday. Johnson & Johnson has a fifty-two week low of $184.66 and a fifty-two week high of $281.07. The business has a 50-day moving average of $265.64 and a 200-day moving average of $250.21. The company has a debt-to-equity ratio of 0.44, a current ratio of 1.02 and a quick ratio of 0.81. The company has a market capitalization of $635.85 billion, a PE ratio of 40.02, a price-to-earnings-growth ratio of 2.65 and a beta of 0.21.

Johnson & Johnson (NYSE:JNJ) last announced its quarterly earnings results on Tuesday, October 13th. The company reported $2.59 earnings per share (EPS) for the quarter, beating the consensus estimate of $2.53 by $0.06. The business had revenue of $25.40 billion during 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 firm’s revenue was up 5.9% on a year-over-year basis. During the same period in the previous year, the company earned $2.80 EPS. Johnson & Johnson has set its FY 2026 guidance at 11.050-11.150 EPS. Equities research analysts forecast that Johnson & Johnson will post 11.12 EPS 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 given a dividend of $1.34 per share. This represents a $5.36 annualized dividend and a yield of 2.0%. The ex-dividend date of this dividend is Tuesday, November 24th. Johnson & Johnson’s dividend payout ratio (DPR) is presently 81.21%.

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.