Farther Finance Advisors LLC boosted its stake in shares of Johnson & Johnson (NYSE:JNJ – Free Report) by 12.7% during the third quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The fund owned 152,796 shares of the company’s stock after acquiring an additional 17,184 shares during the quarter. Farther Finance Advisors LLC’s holdings in Johnson & Johnson were worth $40,451,000 as of its most recent SEC filing.
Several other large investors have also recently bought and sold shares of the company. National Pension Service lifted its position in Johnson & Johnson by 1.3% during the 2nd quarter. National Pension Service now owns 5,226,968 shares of the company’s stock valued at $1,327,493,000 after purchasing an additional 67,484 shares during the period. IFP Advisors Inc raised its stake in shares of Johnson & Johnson by 8.8% during the second quarter. IFP Advisors Inc now owns 38,760 shares of the company’s stock worth $9,844,000 after buying an additional 3,133 shares during the last quarter. Elefante Mark B raised its stake in shares of Johnson & Johnson by 9.8% during the second quarter. Elefante Mark B now owns 28,686 shares of the company’s stock worth $7,285,000 after buying an additional 2,563 shares during the last quarter. Signal Advisors Wealth LLC lifted its holdings in Johnson & Johnson by 76.1% in the first quarter. Signal Advisors Wealth LLC now owns 15,126 shares of the company’s stock valued at $3,697,000 after buying an additional 6,539 shares during the period. Finally, Gradient Investments LLC boosted its stake in Johnson & Johnson by 9.9% in the second quarter. Gradient Investments LLC now owns 152,831 shares of the company’s stock valued at $38,815,000 after acquiring an additional 13,737 shares during the last quarter. Institutional investors and hedge funds 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: Strong earnings setup: Analysts are focused on JNJ’s September-quarter revenue, earnings, pharmaceutical growth and operating performance. The company has a history of exceeding estimates, while its latest quarter showed 6.6% year-over-year revenue growth and adjusted EPS above consensus. JNJ’s full-year 2026 EPS outlook is $11.60-$11.75. Johnson & Johnson Q3 earnings preview
- Positive Sentiment: Pipeline could support faster growth: Positive longer-term data for ICOTYDE in psoriasis and encouraging Phase 3 multiple-myeloma results for the Tecvayli-Talvey combination strengthen the case that JNJ can generate growth beyond its traditional defensive profile. Johnson & Johnson long-term growth outlook
- Positive Sentiment: Analyst and dividend support: Guggenheim reaffirmed a Buy rating with a $287 price target, while other coverage continues to highlight JNJ’s 64-year record of dividend increases. The company is viewed as offering more dependable cash generation than higher-yielding but financially weaker peers. Johnson & Johnson dividend outlook
- Neutral Sentiment: Valuation reflects quality: Commentary comparing JNJ with Pfizer argues that JNJ commands a higher earnings multiple because its earnings outlook is more stable and potentially stronger. That premium may support the shares, but it also leaves less room for disappointment if quarterly results or guidance fall short. Johnson & Johnson valuation comparison
- Negative Sentiment: Key risks remain: Investors continue to monitor biosimilar competition, slower MedTech growth and ongoing talc litigation. These issues could pressure future pharmaceutical sales, margins or investor confidence despite the company’s dividend record. Johnson & Johnson risks and dividend analysis
Johnson & Johnson Trading Down 0.6%
Johnson & Johnson (NYSE:JNJ – Get Free Report) last announced its quarterly earnings results on Wednesday, July 15th. The company reported $2.90 earnings per share for the quarter, topping analysts’ consensus estimates of $2.84 by $0.06. Johnson & Johnson had a net margin of 21.48% and a return on equity of 32.42%. The company had revenue of $25.31 billion for the quarter, compared to analysts’ expectations of $25.06 billion. During the same period last year, the firm posted $2.77 earnings per share. The business’s quarterly revenue was up 6.6% compared to the same quarter last year. Johnson & Johnson has set its FY 2026 guidance at 11.600-11.750 EPS. Sell-side analysts anticipate that Johnson & Johnson will post 11.54 EPS for the current fiscal year.
Johnson & Johnson Announces Dividend
The firm also recently announced a quarterly dividend, which was paid on Tuesday, September 8th. Shareholders of record on Tuesday, August 25th were issued a dividend of $1.34 per share. The ex-dividend date was Tuesday, August 25th. This represents a $5.36 annualized dividend and a yield of 2.1%. Johnson & Johnson’s payout ratio is currently 62.11%.
Insiders Place Their Bets
In other news, EVP Vanessa Broadhurst sold 23,054 shares of Johnson & Johnson stock in a transaction dated Monday, July 20th. The stock was sold at an average price of $251.27, for a total transaction of $5,792,778.58. Following the transaction, the executive vice president owned 23,003 shares in the company, valued at $5,779,963.81. The trade was a 50.06% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is available at this hyperlink. Also, EVP Timothy Schmid sold 33,597 shares of the stock in a transaction that occurred on Wednesday, September 2nd. The stock was sold at an average price of $274.74, for a total value of $9,230,439.78. Following the sale, the executive vice president directly owned 25,447 shares of the company’s stock, valued at approximately $6,991,308.78. The trade was a 56.90% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders sold a total of 87,569 shares of company stock valued at $23,064,544 in the last three months. Insiders own 0.16% of the company’s stock.
Wall Street Analysts Forecast Growth
JNJ has been the subject of a number of analyst reports. HSBC lifted their target price on shares of Johnson & Johnson from $290.00 to $320.00 and gave the stock a “buy” rating in a report on Thursday, September 10th. Citigroup raised their price target on Johnson & Johnson from $298.00 to $303.00 and gave the stock a “buy” rating in a research report on Monday. TD Cowen lifted their price objective on Johnson & Johnson from $250.00 to $300.00 and gave the stock a “buy” rating in a research note on Monday, July 13th. Bank of America reiterated a “neutral” rating and issued a $278.00 price objective on shares of Johnson & Johnson in a report on Tuesday, September 29th. Finally, Wall Street Zen lowered 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, eighteen have issued a Buy rating and six have issued a Hold rating to the company. According to data from MarketBeat.com, the stock presently has a consensus rating of “Moderate Buy” and a consensus price target of $276.22.
View Our Latest Analysis on Johnson & Johnson
Johnson & Johnson Profile
Johnson & Johnson (NYSE: JNJ) is a global healthcare company that develops, manufactures and markets products through two primary business segments: Innovative Medicine and MedTech. Its operations serve patients, healthcare professionals and consumers in markets around the world.
The Innovative Medicine segment focuses on prescription medicines in areas including immunology, oncology, neuroscience, cardiovascular and metabolic disease, infectious diseases, and pulmonary hypertension.
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