Fort Washington Investment Advisors Inc. OH trimmed its holdings in shares of Johnson & Johnson (NYSE:JNJ – Free Report) by 57.2% during the 3rd quarter, HoldingsChannel.com reports. The firm owned 404,591 shares of the company’s stock after selling 539,918 shares during the quarter. Fort Washington Investment Advisors Inc. OH’s holdings in Johnson & Johnson were worth $107,111,000 as of its most recent SEC filing.
A number of other institutional investors and hedge funds have also modified their holdings of the business. Auto Owners Insurance Co lifted its holdings in shares of Johnson & Johnson by 22,225.6% during the fourth quarter. Auto Owners Insurance Co now owns 69,419,308 shares of the company’s stock valued at $1,436,633,000 after purchasing an additional 69,108,368 shares in the last quarter. Wellington Management Group LLP increased its holdings in Johnson & Johnson by 12.5% in the 2nd quarter. Wellington Management Group LLP now owns 22,588,696 shares of the company’s stock worth $5,736,851,000 after buying an additional 2,513,321 shares in the last quarter. Deutsche Bank AG increased its holdings in Johnson & Johnson by 8.5% in the 2nd quarter. Deutsche Bank AG now owns 15,661,323 shares of the company’s stock worth $3,977,506,000 after buying an additional 1,225,676 shares in the last quarter. Amundi raised its position in Johnson & Johnson by 17.5% in the 1st quarter. Amundi now owns 13,406,820 shares of the company’s stock worth $3,277,163,000 after buying an additional 2,001,139 shares during the last quarter. Finally, Janus Henderson Group PLC raised its position in Johnson & Johnson by 1.9% in the 1st quarter. Janus Henderson Group PLC now owns 7,872,478 shares of the company’s stock worth $1,924,323,000 after buying an additional 148,497 shares during the last quarter. Institutional investors own 69.55% of the company’s stock.
Johnson & Johnson Trading Down 0.1%
Shares of JNJ stock opened at $253.68 on Friday. Johnson & Johnson has a 1 year low of $184.66 and a 1 year high of $281.07. The firm has a fifty day moving average price of $265.73 and a 200-day moving average price of $249.57. The company has a debt-to-equity ratio of 0.44, a current ratio of 1.09 and a quick ratio of 0.81. The company has a market cap of $611.35 billion, a price-to-earnings ratio of 38.44, a PEG ratio of 2.59 and a beta of 0.21.
Johnson & Johnson (NYSE:JNJ – Get Free Report) last posted its quarterly earnings data 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 return on equity of 31.54% and a net margin of 16.20%. The firm had revenue of $25.40 billion during the quarter, compared to analyst estimates of $25.38 billion. During the same period in the prior year, the business posted $2.80 EPS. Johnson & Johnson’s revenue was up 5.9% on a year-over-year basis. Johnson & Johnson has set its FY 2026 guidance at 11.050-11.150 EPS. As a group, equities analysts predict that Johnson & Johnson will post 11.10 earnings per share for the current year.
Johnson & Johnson Dividend Announcement
The business also recently declared a quarterly dividend, which will be paid on Tuesday, December 8th. Shareholders of record on Tuesday, November 24th will be issued a dividend of $1.34 per share. This represents a $5.36 annualized dividend and a yield of 2.1%. The ex-dividend date of this dividend is Tuesday, November 24th. Johnson & Johnson’s payout ratio is currently 81.21%.
Insider Buying and Selling
In other news, EVP Elizabeth Forminard sold 15,918 shares of Johnson & Johnson 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 $4,367,458. The trade was a 48.37% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available at this hyperlink. Also, EVP Jennifer L. Taubert sold 15,000 shares of Johnson & Johnson stock in a transaction dated Monday, August 17th. The shares were sold at an average price of $263.36, for a total value of $3,950,400.00. Following the transaction, the executive vice president directly owned 194,451 shares in the company, valued at approximately $51,210,615.36. The trade was a 7.16% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. In the last three months, insiders have sold 87,569 shares of company stock worth $23,064,544. Corporate insiders own 0.16% of the company’s stock.
Analyst Upgrades and Downgrades
Several research firms have issued reports on JNJ. Argus set a $300.00 target price on shares of Johnson & Johnson in a research note on Wednesday, July 29th. Morgan Stanley reduced their price target 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. HSBC boosted their price objective on shares of Johnson & Johnson from $290.00 to $320.00 and gave the company a “buy” rating in a report on Thursday, September 10th. Johnson Rice reissued a “buy” rating on shares of Johnson & Johnson in a report on Monday, August 3rd. Finally, The Goldman Sachs Group restated a “buy” rating and set a $282.00 price objective on shares of Johnson & Johnson in a research report on Thursday, July 16th. One investment analyst has rated the stock with a Strong Buy rating, eighteen have given a Buy rating and six have assigned a Hold rating to the stock. Based on data from MarketBeat, Johnson & Johnson presently has a consensus rating of “Moderate Buy” and an average target price of $274.35.
View Our Latest Stock Analysis on JNJ
More Johnson & Johnson News
Here are the key news stories impacting Johnson & Johnson this week:
- Positive Sentiment: Johnson & Johnson reported third-quarter adjusted earnings of $2.59 per share and revenue of $25.40 billion, exceeding consensus estimates. Revenue increased 5.9% year over year, led by 7.9% growth in Innovative Medicine. J&J Q3 2026 Earnings Call Transcript
- Positive Sentiment: Management raised its 2026 sales and earnings outlook, with guidance of approximately $11.05–$11.15 in adjusted EPS. Executives also highlighted pipeline products and MedTech innovation as potential sources of future growth. JNJ Q3 Earnings Call Highlights
- Positive Sentiment: Morgan Stanley maintained an “overweight” rating, while RBC retained an “outperform” rating, indicating that analysts still see potential upside despite trimming their price targets. Technical analysts also identified support near $246. Morgan Stanley JNJ Price Target
- Neutral Sentiment: Johnson & Johnson plans an enterprise review on December 8 and is targeting a potential mid-2027 spinoff of its DePuy Synthes orthopedics business. These initiatives could clarify the company’s growth strategy but may also create execution and earnings-dilution concerns. J&J MedTech Orthopedics Spinoff
- Negative Sentiment: MedTech sales missed Wall Street expectations, with weakness attributed partly to China pricing pressure and European budget cuts. Investors viewed the device business as a key reason the stock fell sharply following earnings. Johnson & Johnson Stock Falls as MedTech Misses
- Negative Sentiment: Analysts lowered several price targets after the results, citing mixed pharmaceutical trends, acquisition costs, talc-related charges and potential 2027 dilution. The concerns are more significant because JNJ trades at a premium earnings multiple versus the broader market. Analysts Cut JNJ Forecasts
About Johnson & Johnson
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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