Johnson & Johnson $JNJ Position Lifted by Choreo LLC

Choreo LLC increased its stake in Johnson & Johnson (NYSE:JNJ) by 1.5% during the third quarter, Holdings Channel.com reports. The firm owned 142,622 shares of the company’s stock after purchasing an additional 2,052 shares during the quarter. Choreo LLC’s holdings in Johnson & Johnson were worth $37,758,000 as of its most recent filing with the SEC.

Other hedge funds and other institutional investors have also bought and sold shares of the company. Blueprint Financial Advisors LLC purchased a new stake in Johnson & Johnson in the 3rd quarter worth approximately $2,793,000. Livelsberger Financial Advisory bought a new stake in Johnson & Johnson during the third quarter valued at about $187,000. Cornerstone Wealth LLC TN lifted its position in shares of Johnson & Johnson by 6.7% in the third quarter. Cornerstone Wealth LLC TN now owns 1,375 shares of the company’s stock valued at $363,000 after acquiring an additional 86 shares in the last quarter. Fonville Wealth Management LLC grew its position in shares of Johnson & Johnson by 111.1% during the third quarter. Fonville Wealth Management LLC now owns 2,145 shares of the company’s stock worth $568,000 after purchasing an additional 1,129 shares in the last quarter. Finally, Elwood & Goetz Wealth Advisory Group LLC boosted its stake in Johnson & Johnson by 13.3% in the 3rd quarter. Elwood & Goetz Wealth Advisory Group LLC now owns 5,537 shares of the company’s stock worth $1,466,000 after purchasing an additional 652 shares during the period. Hedge funds and other institutional investors own 69.55% of the company’s stock.

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

Insider Transactions at Johnson & Johnson

In other news, EVP Jennifer L. 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 value of $3,950,400.00. Following the transaction, the executive vice president owned 194,451 shares of the company’s stock, valued at $51,210,615.36. This represents a 7.16% decrease in their position. The sale was disclosed in a document filed with the SEC, which is available at this hyperlink. Also, EVP Elizabeth Forminard sold 15,918 shares of the stock in a transaction dated 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 transaction, the executive vice president directly owned 16,994 shares of the company’s stock, valued at approximately $4,367,458. This trade represents a 48.37% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold 64,515 shares of company stock worth $17,271,766 in the last 90 days. Insiders own 0.16% of the company’s stock.

Wall Street Analysts Forecast Growth

Several equities analysts have recently commented on JNJ shares. Sanford C. Bernstein set a $270.00 target price on shares of Johnson & Johnson in a report on Thursday, October 15th. Wall Street Zen cut Johnson & Johnson from a “buy” rating to a “hold” rating in a report on Saturday, August 1st. HSBC lifted their price objective on Johnson & Johnson from $290.00 to $320.00 and gave the stock a “buy” rating in a research note on Thursday, September 10th. TD Cowen restated a “buy” rating on shares of Johnson & Johnson in a research report on Tuesday, October 20th. Finally, Scotiabank reiterated an “outperform” rating and issued a $305.00 target price on shares of Johnson & Johnson in a report on Thursday, July 16th. One equities research 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 stock. Based on data from MarketBeat.com, Johnson & Johnson presently has an average rating of “Moderate Buy” and a consensus price target of $275.92.

Johnson & Johnson Trading Down 0.7%

Shares of NYSE:JNJ opened at $273.39 on Friday. The company has a quick ratio of 0.74, a current ratio of 1.02 and a debt-to-equity ratio of 0.44. Johnson & Johnson has a 52-week low of $185.12 and a 52-week high of $282.02. The stock has a market cap of $658.13 billion, a price-to-earnings ratio of 41.42, a PEG ratio of 2.70 and a beta of 0.21. The business has a 50-day moving average price of $265.74 and a 200-day moving average price of $246.94.

Johnson & Johnson (NYSE:JNJ) last announced 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. The business had revenue of $25.40 billion during the quarter, compared to analysts’ expectations of $25.38 billion. Johnson & Johnson had a net margin of 16.20% and a return on equity of 31.64%. The business’s quarterly revenue was up 5.9% compared to the same quarter last year. During the same period in the previous year, the business posted $2.80 EPS. Johnson & Johnson has set its FY 2026 guidance at 11.050-11.150 EPS. Equities analysts predict that Johnson & Johnson will post 11.12 EPS for the current year.

Johnson & Johnson Announces Dividend

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