Johnson & Johnson $JNJ Stock Bought by One Wealth Capital Management LLC

One Wealth Capital Management LLC increased its stake in shares of Johnson & Johnson (NYSE:JNJ) by 511.0% in the third quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 5,010 shares of the company’s stock after purchasing an additional 4,190 shares during the quarter. One Wealth Capital Management LLC’s holdings in Johnson & Johnson were worth $1,326,000 as of its most recent filing with the Securities and Exchange Commission.

Several other institutional investors have also recently added to or reduced their stakes in the company. National Pension Service increased 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 worth $1,327,493,000 after purchasing an additional 67,484 shares in the last quarter. IFP Advisors Inc raised its stake in shares of Johnson & Johnson by 8.8% in the 2nd quarter. IFP Advisors Inc now owns 38,760 shares of the company’s stock valued at $9,844,000 after acquiring an additional 3,133 shares during the period. Elefante Mark B lifted its holdings in shares of Johnson & Johnson by 9.8% during the 2nd quarter. Elefante Mark B now owns 28,686 shares of the company’s stock valued at $7,285,000 after acquiring an additional 2,563 shares in the last quarter. Gradient Investments LLC lifted its holdings in shares of Johnson & Johnson by 9.9% during the 2nd 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 in the last quarter. Finally, WealthShield Partners LLC boosted its position in Johnson & Johnson by 86.0% during the 1st quarter. WealthShield Partners LLC now owns 13,121 shares of the company’s stock worth $3,207,000 after purchasing an additional 6,066 shares during the period. Institutional investors and hedge funds own 69.55% of the company’s stock.

Analyst Ratings Changes

A number of research analysts have commented on JNJ shares. Guggenheim restated a “buy” rating and set a $287.00 price objective on shares of Johnson & Johnson in a research note on Wednesday, October 7th. Weiss Ratings downgraded shares of Johnson & Johnson from a “buy (b+)” rating to a “buy (b-)” rating in a research report on Friday. Freedom Capital upgraded shares of Johnson & Johnson from a “hold” rating to a “strong-buy” rating in a research note on Thursday, July 16th. Argus set a $300.00 target price on shares of Johnson & Johnson in a research report on Wednesday, July 29th. Finally, Morgan Stanley decreased their target price on shares of Johnson & Johnson from $294.00 to $292.00 and set an “overweight” rating for the company in a research note on Thursday, October 15th. One equities research analyst has rated the stock with a Strong Buy rating, seventeen have assigned a Buy rating and eight have issued a Hold rating to the company’s stock. Based on data from MarketBeat.com, Johnson & Johnson presently has a consensus rating of “Moderate Buy” and a consensus price target of $275.92.

Key Stories Impacting Johnson & Johnson

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

• Positive Sentiment: Promising cancer data strengthens pipeline outlook. JNJ reported a 75% tumor response rate for the early-stage JNJ-6143 prostate cancer treatment. Separately, the RYBREVANT FASPRO regimen produced a 77% response rate in previously untreated advanced head and neck cancer, while ERLEADA reduced recurrence or death risk by 62% when used before and after surgery in high-risk prostate cancer. These results could support future growth, although JNJ-6143 remains in an early trial. Johnson & Johnson cancer trial results
• Positive Sentiment: Pipeline and strategy review provide a potential catalyst. JNJ will host an Enterprise Business Review on December 8, where management is expected to outline its Innovative Medicine and MedTech pipelines and long-term growth plans. Investors will look for additional detail on commercialization opportunities and future shareholder returns. Johnson & Johnson Enterprise Business Review
• Neutral Sentiment: Valuation is the key debate. JNJ has substantially outperformed over the past three years and trades near its 12-month high, making future cash-flow growth important to justify the share price. Its reported forward fiscal 2026 EPS guidance of $11.05–$11.15 and recent earnings beat provide support, but investors may demand stronger growth after the rally. Johnson & Johnson valuation analysis
• Negative Sentiment: Investor litigation scrutiny remains an overhang. Pomerantz LLP announced an investigation into potential claims on behalf of JNJ investors. The announcement does not establish wrongdoing, but additional legal uncertainty could weigh on sentiment. Reports also showed net ETF selling, indicating some short-term institutional pressure. Pomerantz investor alert

Insider Activity at Johnson & Johnson

In other Johnson & Johnson news, EVP Jennifer Taubert sold 15,000 shares of the business’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 completion of the sale, the executive vice president owned 194,451 shares in the company, valued at $51,210,615.36. The trade was a 7.16% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available at this link. Also, EVP Timothy Schmid sold 33,597 shares of Johnson & Johnson stock in a transaction dated Wednesday, September 2nd. The shares were 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. This trade represents a 56.90% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. In the last ninety days, insiders have sold 64,515 shares of company stock valued at $17,271,766. Corporate insiders own 0.16% of the company’s stock.

Johnson & Johnson Stock Performance

Shares of NYSE:JNJ opened at $268.82 on Wednesday. The company has a fifty day simple moving average of $265.59 and a 200 day simple moving average of $245.94. Johnson & Johnson has a 12-month low of $184.66 and a 12-month high of $281.07.

Johnson & Johnson (NYSE:JNJ) last announced its quarterly earnings data on Tuesday, October 13th. The company reported $2.59 earnings per share for the quarter, topping the consensus estimate of $2.53 by $0.06. The company had revenue of $25.40 billion for the quarter, compared to analyst estimates of $25.38 billion. Johnson & Johnson’s revenue was up 5.9% on a year-over-year basis. During the same period in the prior year, the business earned $2.80 earnings per share. Johnson & Johnson has set its FY 2026 guidance at 11.050-11.150 EPS. As a group, analysts expect that Johnson & Johnson will post 11.12 earnings per share for the current fiscal year.

Johnson & Johnson Announces Dividend

The company also recently declared a quarterly dividend, which will be paid on Tuesday, December 8th. Stockholders 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 dividend yield of 2.0%. The ex-dividend date is Tuesday, November 24th.

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.