M Holdings Securities Inc. Purchases New Holdings in Johnson & Johnson $JNJ

M Holdings Securities Inc. purchased a new position in shares of Johnson & Johnson (NYSE:JNJ) in the 3rd quarter, according to its most recent filing with the Securities & Exchange Commission. The fund purchased 30,190 shares of the company’s stock, valued at approximately $8,091,000.

Several other hedge funds have also recently added to or reduced their stakes in JNJ. Avantax Planning Partners Inc. lifted its stake in Johnson & Johnson by 1.0% in the 3rd quarter. Avantax Planning Partners Inc. now owns 45,842 shares of the company’s stock worth $12,136,000 after purchasing an additional 449 shares in the last quarter. Brighton Jones LLC increased its stake in shares of Johnson & Johnson by 5.4% in the 3rd quarter. Brighton Jones LLC now owns 60,818 shares of the company’s stock worth $16,101,000 after acquiring an additional 3,093 shares during the last quarter. Candriam S.C.A. increased its stake in shares of Johnson & Johnson by 1.3% in the 3rd quarter. Candriam S.C.A. now owns 516,642 shares of the company’s stock worth $137,276,000 after acquiring an additional 6,468 shares during the last quarter. American State Bank Iowa raised its holdings in shares of Johnson & Johnson by 2.4% during the 3rd quarter. American State Bank Iowa now owns 13,843 shares of the company’s stock worth $3,665,000 after acquiring an additional 324 shares during the period. Finally, Cooper Haims Advisors LLC raised its holdings in shares of Johnson & Johnson by 11.8% during the 3rd quarter. Cooper Haims Advisors LLC now owns 2,187 shares of the company’s stock worth $579,000 after acquiring an additional 231 shares during the period. 69.55% of the stock is owned by institutional investors and hedge funds.

Key Stories Impacting Johnson & Johnson

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

• Positive Sentiment: The FDA granted accelerated approval to RYBREVANT FASPRO as a single-agent treatment for certain adults with recurrent or metastatic head and neck cancer after prior platinum chemotherapy and immunotherapy. J&J says the treatment is the first new option in this setting in a decade; trial data showed a 42% response rate. The approval extends the drug’s use beyond lung cancer and could broaden its commercial opportunity, though the indication is limited and accelerated approval may require confirmatory evidence. FDA approval announcement
• Positive Sentiment: J&J’s Innovative Medicine division grew third-quarter sales 7.7% to $16.76 billion, with established blockbusters and new launches more than offsetting generic competition. Continued growth despite patent-related headwinds supports the business outlook. Innovative Medicine sales report
• Neutral Sentiment: J&J was included in an article highlighting companies with a history of dividend increases and strong balance sheets. This reinforces its income-investor appeal, but the article does not identify a new company-specific dividend announcement. Dividend raisers article
• Negative Sentiment: Pomerantz LLP announced it is investigating potential claims on behalf of J&J investors. The notice does not provide details of the claims, but the investigation could add legal and reputational uncertainty. Investor investigation announcement

Analysts Set New Price Targets

Several research analysts have recently weighed in on JNJ shares. Bank of America reissued a “neutral” rating and set a $278.00 price target on shares of Johnson & Johnson in a research report on Tuesday, September 29th. Sanford C. Bernstein set a $270.00 price objective on shares of Johnson & Johnson in a research report on Thursday, October 15th. Stifel Nicolaus set a $260.00 target price on shares of Johnson & Johnson in a research note on Wednesday, July 15th. Citigroup lifted their target price on shares of Johnson & Johnson from $298.00 to $303.00 and gave the stock a “buy” rating in a research note on Monday, October 5th. Finally, Johnson Rice lowered shares of Johnson & Johnson from a “buy” rating to a “hold” rating in a report on Wednesday, October 21st. One 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 company. According to data from MarketBeat.com, the company currently has an average rating of “Moderate Buy” and an average target price of $275.92.

Insider Buying and Selling at Johnson & Johnson

In related news, EVP Timothy Schmid sold 33,597 shares of the business’s stock in a transaction on Wednesday, September 2nd. The stock was 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 directly owned 25,447 shares of the company’s stock, valued at $6,991,308.78. The trade was a 56.90% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is available through this hyperlink. Also, EVP Jennifer Taubert sold 15,000 shares of the company’s stock in a transaction dated 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 sale, the executive vice president owned 194,451 shares in the company, valued at approximately $51,210,615.36. This trade represents a 7.16% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders own 0.16% of the company’s stock.

Johnson & Johnson Price Performance

Johnson & Johnson stock opened at $276.14 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. Johnson & Johnson has a 52-week low of $185.12 and a 52-week high of $282.02. The firm has a market cap of $664.76 billion, a PE ratio of 41.84, a price-to-earnings-growth ratio of 2.73 and a beta of 0.22. The company’s 50 day moving average is $265.91 and its two-hundred day moving average is $248.30.

Johnson & Johnson (NYSE:JNJ) last posted its quarterly earnings results on Tuesday, October 13th. The company reported $2.59 EPS for the quarter, topping the consensus estimate of $2.53 by $0.06. Johnson & Johnson had a net margin of 16.20% and a return on equity of 31.64%. The business 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 firm posted $2.80 earnings per share. The company’s quarterly revenue was up 5.9% compared to the same quarter last year. Johnson & Johnson has set its FY 2026 guidance at 11.050-11.150 EPS. On average, research analysts expect that Johnson & Johnson will post 11.12 EPS for the current fiscal year.

Johnson & Johnson Announces Dividend

The business also recently announced 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. The ex-dividend date is Tuesday, November 24th. This represents a $5.36 dividend on an annualized basis and a yield of 1.9%. Johnson & Johnson’s dividend payout ratio (DPR) is 81.21%.

About Johnson & Johnson

Johnson & Johnson is a global healthcare company that develops and sells prescription medicines and medical technologies. Its business is organized around two segments: Innovative Medicine and MedTech.

Innovative Medicine develops treatments in areas including oncology, immunology, neuroscience, cardiovascular and metabolic disease, and pulmonary hypertension. MedTech provides products and technologies for fields such as surgery, orthopedics, and vision care.

Founded in 1886, Johnson & Johnson serves patients and healthcare professionals in markets around the world.