Joel Isaacson & Co. LLC Buys 4,944 Shares of Johnson & Johnson $JNJ

Joel Isaacson & Co. LLC boosted its stake in shares of Johnson & Johnson (NYSE:JNJ) by 6.2% during the 3rd quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 84,340 shares of the company’s stock after acquiring an additional 4,944 shares during the quarter. Johnson & Johnson comprises about 0.6% of Joel Isaacson & Co. LLC’s investment portfolio, making the stock its 26th biggest position. Joel Isaacson & Co. LLC’s holdings in Johnson & Johnson were worth $22,328,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

A number of other hedge funds and other institutional investors have also added to or reduced their stakes in JNJ. Jupiter Topco LLC purchased a new position in shares of Johnson & Johnson in the 2nd quarter worth approximately $1,967,399,000. Corient Private Wealth LP increased its position in shares of Johnson & Johnson by 127.3% during the 2nd quarter. Corient Private Wealth LP now owns 6,060,922 shares of the company’s stock valued at $1,539,292,000 after purchasing an additional 3,393,981 shares during the last quarter. Wellington Management Group LLP raised its holdings in Johnson & Johnson by 12.5% during the 2nd quarter. Wellington Management Group LLP now owns 22,588,696 shares of the company’s stock valued at $5,736,851,000 after buying an additional 2,513,321 shares during the period. Amundi raised its holdings in Johnson & Johnson by 17.5% during the 1st quarter. Amundi now owns 13,406,820 shares of the company’s stock valued at $3,277,163,000 after buying an additional 2,001,139 shares during the period. Finally, SEB Asset Management AB bought a new stake in Johnson & Johnson in the first quarter worth $314,468,000. 69.55% of the stock is currently owned by hedge funds and other institutional investors.

Johnson & Johnson Trading Down 0.1%

JNJ opened at $280.52 on Thursday. The stock has a market cap of $675.29 billion, a price-to-earnings ratio of 42.50, a P/E/G ratio of 2.78 and a beta of 0.22. The stock’s 50 day moving average price is $266.67 and its 200-day moving average price is $249.23. Johnson & Johnson has a one year low of $193.07 and a one year high of $283.25. The company has a debt-to-equity ratio of 0.44, a quick ratio of 0.74 and a current ratio of 1.02.

Johnson & Johnson (NYSE:JNJ) last issued its quarterly earnings results 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. Johnson & Johnson had a return on equity of 31.64% and a net margin of 16.20%. The firm had revenue of $25.40 billion for the quarter, compared to the consensus estimate of $25.38 billion. During the same period in the prior year, the business posted $2.80 earnings per share. The company’s revenue for the quarter was up 5.9% on a year-over-year basis. Johnson & Johnson has set its FY 2026 guidance at 11.050-11.150 EPS. On average, equities analysts forecast that Johnson & Johnson will post 11.12 EPS for the current year.

Johnson & Johnson Announces Dividend

The firm also recently announced a quarterly dividend, which will be paid on Tuesday, December 8th. Stockholders of record on Tuesday, November 24th will be given a dividend of $1.34 per share. This represents a $5.36 annualized dividend and a dividend yield of 1.9%. The ex-dividend date is Tuesday, November 24th. Johnson & Johnson’s dividend payout ratio (DPR) is 81.21%.

Analyst Upgrades and Downgrades

Several research analysts have commented on the stock. Weiss Ratings lowered shares of Johnson & Johnson from a “buy (b+)” rating to a “buy (b-)” rating in a research note on Friday, October 23rd. Johnson Rice cut shares of Johnson & Johnson from a “buy” rating to a “hold” rating in a research report on Wednesday, October 21st. Guggenheim reissued a “buy” rating and issued a $287.00 target price on shares of Johnson & Johnson in a research note on Wednesday, October 7th. Royal Bank Of Canada lowered their target price on shares of Johnson & Johnson from $290.00 to $280.00 and set an “outperform” rating for the company in a report on Wednesday, October 14th. Finally, The Goldman Sachs Group reaffirmed a “buy” rating and set a $282.00 price target on shares of Johnson & Johnson in a research note on Thursday, July 16th. One analyst has rated the stock with a Strong Buy rating, seventeen have issued a Buy rating and eight have assigned a Hold rating to the company’s stock. According to data from MarketBeat.com, Johnson & Johnson presently has a consensus rating of “Moderate Buy” and an average target price of $275.92.

More Johnson & Johnson News

Here’s some of the latest news about JNJ:

• Positive Sentiment: J&J reported that a second pivotal Phase 3 trial of CAPLYTA met its primary and key secondary endpoints for bipolar I mania, with symptom improvement seen as early as Day 3. The two positive trials support a planned U.S. FDA submission, adding a potential growth opportunity. Reuters article
• Neutral Sentiment: J&J shares have risen substantially in recent years, prompting questions about whether expected cash flows justify the valuation; this could limit further gains if expectations are already reflected in the stock. Separately, a State Street health-care ETF sold J&J shares while reducing all of its holdings, which does not appear to be a company-specific signal. Valuation article
• Negative Sentiment: A Massachusetts jury awarded $3.3 million, including interest, to a family in a mesothelioma case tied to J&J talc-based baby powder. The award adds to the company’s ongoing talc litigation exposure. Verdict announcement

Insider Buying and Selling at Johnson & Johnson

In related news, EVP Jennifer L. Taubert sold 15,000 shares of the firm’s 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 owned 194,451 shares of the company’s stock, valued at $51,210,615.36. This trade represents a 7.16% decrease in their position. The transaction was disclosed in a filing with the SEC, which is accessible through the SEC website. 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 sale, the executive vice president owned 25,447 shares of the company’s stock, valued at $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. 0.16% of the stock is currently owned by company insiders.

Johnson & Johnson Company Profile

Johnson & Johnson is a global healthcare company that develops and sells prescription medicines and medical technologies. Its business is organized around two segments: Innovative Medicine and MedTech. Innovative Medicine develops treatments in areas including oncology, immunology, neuroscience, cardiovascular and metabolic disease, and pulmonary hypertension. MedTech provides products and technologies for fields such as surgery, orthopedics, and vision care. Founded in 1886, Johnson & Johnson serves patients and healthcare professionals in markets around the world.