QV Investors Inc. Sells 3,960 Shares of Johnson & Johnson $JNJ

QV Investors Inc. lowered its stake in Johnson & Johnson (NYSE:JNJ) by 15.3% during the third quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 21,920 shares of the company’s stock after selling 3,960 shares during the quarter. QV Investors Inc.’s holdings in Johnson & Johnson were worth $5,803,000 as of its most recent filing with the Securities and Exchange Commission.

Several other institutional investors and hedge funds have also recently bought and sold shares of JNJ. Wellington Management Group LLP boosted its holdings in shares of Johnson & Johnson by 12.5% in the second 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 during the period. Deutsche Bank AG increased its position in shares of Johnson & Johnson by 8.5% in the second quarter. Deutsche Bank AG now owns 15,661,323 shares of the company’s stock worth $3,977,506,000 after acquiring an additional 1,225,676 shares in the last quarter. Amundi raised its holdings in shares of Johnson & Johnson by 17.5% during the first quarter. Amundi now owns 13,406,820 shares of the company’s stock valued at $3,277,163,000 after acquiring an additional 2,001,139 shares during the period. Jupiter Topco LLC acquired a new stake in shares of Johnson & Johnson during the second quarter valued at approximately $1,967,399,000. Finally, Janus Henderson Group PLC lifted its position in shares of Johnson & Johnson by 1.9% in the 1st quarter. Janus Henderson Group PLC now owns 7,872,478 shares of the company’s stock valued at $1,924,323,000 after acquiring an additional 148,497 shares in 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: Positive sector rotation: JNJ is benefiting from fresh demand for defensive healthcare stocks, alongside gains in Procter & Gamble and Coca-Cola. Investors appear to be favoring companies with relatively stable demand and cash flows amid broader market pressure. Procter & Gamble Jumps as Defensive Buyers Enter
• Positive Sentiment: Medical-device progress: Johnson & Johnson reported real-world data for its VARIPULSE Pro platform and 12-month outcomes for the OMNYPULSE platform in atrial-fibrillation treatment. The results could support adoption of its electrophysiology portfolio and provide another growth avenue beyond pharmaceuticals. Johnson & Johnson Reports VARIPULSE and OMNYPULSE Data
• Positive Sentiment: Drug growth and guidance: Recent coverage highlights stronger pharmaceutical performance and Johnson & Johnson’s higher 2026 outlook, with projected sales of approximately $101.2 billion at the midpoint. The company also maintains a 64-year record of annual dividend increases, reinforcing its appeal to income-focused investors. Johnson & Johnson Drugs Lift Guidance
• Neutral Sentiment: Mixed business outlook: One business is advancing strongly while another has stalled, leaving investors focused on whether new growth can justify JNJ’s premium valuation relative to competitors such as Merck and AbbVie. JNJ Stock Has a New Growth Story
• Negative Sentiment: Analyst caution and valuation risk: Erste Group Bank downgraded JNJ from “buy” to “hold.” Commentary also notes that the stock’s elevated valuation could constrain returns, particularly as Treasury yields near 5% make government bonds more competitive with dividend stocks. Erste Group Bank Ratings

Johnson & Johnson Price Performance

Shares of JNJ opened at $267.67 on Friday. The business’s 50-day moving average is $265.57 and its 200-day moving average is $250.11. 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 capitalization of $645.05 billion, a price-to-earnings ratio of 40.56, a P/E/G ratio of 2.55 and a beta of 0.21. Johnson & Johnson has a fifty-two week low of $184.66 and a fifty-two week high of $281.07.

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 31.54%. The business had revenue of $25.40 billion during the quarter, compared to analysts’ expectations of $25.38 billion. During the same period last year, the company posted $2.80 earnings per share. The firm’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. Equities research analysts expect that Johnson & Johnson will post 11.12 EPS for the current fiscal year.

Johnson & Johnson Dividend Announcement

The business also recently announced a quarterly dividend, which will be paid on Tuesday, December 8th. Shareholders of record on Tuesday, November 24th will be given 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 2.0%. Johnson & Johnson’s dividend payout ratio is presently 81.21%.

Insiders Place Their Bets

In other news, EVP Jennifer L. 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 transaction, the executive vice president directly owned 194,451 shares in the company, valued at $51,210,615.36. The trade was a 7.16% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which is available at this link. Also, EVP Timothy Schmid sold 33,597 shares of the company’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 in the company, valued at $6,991,308.78. This trade represents a 56.90% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders sold a total of 64,515 shares of company stock worth $17,271,766 in the last quarter. 0.16% of the stock is currently owned by corporate insiders.

Analyst Upgrades and Downgrades

A number of equities analysts recently commented on JNJ shares. JPMorgan Chase & Co. raised their price objective on shares of Johnson & Johnson from $270.00 to $285.00 and gave the stock a “neutral” rating in a research note on Tuesday, September 29th. HSBC lifted their price objective on shares of Johnson & Johnson from $290.00 to $320.00 and gave the stock a “buy” rating in a research report on Thursday, September 10th. Stifel Nicolaus set a $260.00 target price on shares of Johnson & Johnson in a research note on Wednesday, July 15th. UBS Group set a $270.00 target price on Johnson & Johnson in a report on Wednesday, October 14th. Finally, Wells Fargo & Company raised their target price on Johnson & Johnson from $275.00 to $287.00 and gave the stock an “overweight” rating in a research report on Friday, October 16th. One analyst has rated the stock with a Strong Buy rating, seventeen have assigned a Buy rating and eight have given a Hold rating to the company. Based on data from MarketBeat.com, the stock has a consensus rating of “Moderate Buy” and an average price target of $275.92.

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.