Johnson & Johnson $JNJ Stock: Profund Advisors LLC Boosts Holdings

Profund Advisors LLC lifted its stake in shares of Johnson & Johnson (NYSE:JNJ) by 13.0% during the 3rd quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The fund owned 36,953 shares of the company’s stock after purchasing an additional 4,265 shares during the quarter. Profund Advisors LLC’s holdings in Johnson & Johnson were worth $9,783,000 as of its most recent filing with the Securities and Exchange Commission.

A number of other institutional investors have also added to or reduced their stakes in JNJ. Jupiter Topco LLC acquired a new stake in Johnson & Johnson in the second quarter valued at approximately $1,967,399,000. Corient Private Wealth LP increased its holdings in shares of Johnson & Johnson by 127.3% during the second quarter. Corient Private Wealth LP now owns 6,060,922 shares of the company’s stock worth $1,539,292,000 after buying an additional 3,393,981 shares in the last quarter. Wellington Management Group LLP increased its holdings in shares of Johnson & Johnson by 12.5% during 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 in the last quarter. Amundi lifted its stake in shares of Johnson & Johnson by 17.5% in the 1st 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 last quarter. Finally, SEB Asset Management AB bought a new position in shares of Johnson & Johnson in the 1st quarter valued at $314,468,000. 69.55% of the stock is currently owned by institutional investors and hedge funds.

Analyst Ratings Changes

A number of equities research analysts recently weighed in on the company. Argus set a $300.00 price objective on Johnson & Johnson in a research report on Wednesday, July 29th. Guggenheim reiterated a “buy” rating and issued a $287.00 target price on shares of Johnson & Johnson in a research report on Wednesday, October 7th. HSBC lifted their price target on Johnson & Johnson from $290.00 to $320.00 and gave the company a “buy” rating in a research note on Thursday, September 10th. The Goldman Sachs Group restated a “buy” rating and set a $282.00 price target on shares of Johnson & Johnson in a report on Thursday, July 16th. Finally, Stifel Nicolaus set a $260.00 price objective on shares of Johnson & Johnson in a research note on Wednesday, July 15th. One research analyst has rated the stock with a Strong Buy rating, seventeen have issued a Buy rating and eight have issued a Hold rating to the stock. According to data from MarketBeat.com, the stock presently has an average rating of “Moderate Buy” and an average target price of $275.92.

Insider Transactions at Johnson & Johnson

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 value of $4,090,926.00. Following the completion of the transaction, the executive vice president directly owned 16,994 shares of the company’s stock, valued at approximately $4,367,458. This trade represents a 48.37% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which is accessible through this link. Also, EVP Timothy Schmid sold 33,597 shares of the company’s stock in a transaction dated Wednesday, September 2nd. The shares were sold at an average price of $274.74, for a total value of $9,230,439.78. Following the sale, the executive vice president owned 25,447 shares in the company, valued at approximately $6,991,308.78. The trade was a 56.90% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. In the last 90 days, insiders have sold 64,515 shares of company stock worth $17,271,766. Company insiders own 0.16% of the company’s stock.

Johnson & Johnson News Summary

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

• Positive Sentiment: New real-world and observational analyses presented at the TCT 2026 symposium found lower in-hospital and short-term mortality among high-risk percutaneous coronary intervention patients supported by Impella pumps. The findings covered 1,379 patients in U.S. and European hospitals and compared favorably with results from the CHIP-BCIS3 study. Data Show Positive Survival and Patient Outcomes with Best-Practice Impella Support in HRPCI
• Positive Sentiment: A separate report cited a 94% success rate in a coronary-device trial, adding to evidence that Impella could improve outcomes in complex coronary procedures. Stronger clinical support could help J&J expand adoption of the devices and reinforce its medical-technology growth strategy. Johnson & Johnson reports 94% success rate in trial of coronary artery device
• Positive Sentiment: Clinicians also reviewed progress in the ongoing PROTECT IV trial, which is expected to provide additional evidence for Impella-supported high-risk procedures. Further positive results could improve confidence in the product’s long-term commercial potential. What Is Johnson & Johnson Signaling With Its New Impella Heart Pump Data?
• Neutral Sentiment: Exchange-traded funds purchased approximately $35.1 million of JNJ shares on October 29, suggesting institutional demand, though the transaction alone does not establish a lasting change in investor sentiment. ETFs Are Buying Johnson & Johnson
• Negative Sentiment: Some coverage questioned whether JNJ is fully valued after strong recent performance, including a reported 6.71% 30-day return and 31.76% year-to-date gain. That raises the risk that positive Impella news is already reflected in the stock and could limit near-term upside. Johnson & Johnson As Impella Data Fuels The Story, Is The Stock Fully Valued?

Johnson & Johnson Price Performance

Shares of JNJ opened at $270.81 on Tuesday. Johnson & Johnson has a 1 year low of $185.12 and a 1 year high of $282.02. The company has a debt-to-equity ratio of 0.44, a current ratio of 1.02 and a quick ratio of 0.74. The company has a market capitalization of $651.93 billion, a price-to-earnings ratio of 41.03, a price-to-earnings-growth ratio of 2.68 and a beta of 0.21. The business has a 50-day moving average of $265.74 and a 200-day moving average of $247.22.

Johnson & Johnson (NYSE:JNJ) last posted its quarterly earnings data on Tuesday, October 13th. The company reported $2.59 EPS for the quarter, topping analysts’ consensus estimates of $2.53 by $0.06. Johnson & Johnson had a return on equity of 31.64% and a net margin of 16.20%. The company had revenue of $25.40 billion for the quarter, compared to analyst estimates of $25.38 billion. During the same period in the previous year, the firm earned $2.80 earnings per share. The firm’s quarterly 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 research analysts anticipate that Johnson & Johnson will post 11.12 earnings per share for the current 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 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 dividend yield of 2.0%. Johnson & Johnson’s payout ratio is 81.21%.

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.