Johnson & Johnson $JNJ Shares Acquired by Fulcrum Asset Management LLP

Fulcrum Asset Management LLP lifted its holdings in shares of Johnson & Johnson (NYSE:JNJ) by 57.4% in the third quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The firm owned 32,760 shares of the company’s stock after purchasing an additional 11,945 shares during the quarter. Fulcrum Asset Management LLP’s holdings in Johnson & Johnson were worth $8,766,000 as of its most recent filing with the Securities and Exchange Commission.

A number of other hedge funds and other institutional investors have also recently modified their holdings of JNJ. Allspring Global Investments Holdings LLC raised its holdings in Johnson & Johnson by 5.7% in the 3rd quarter. Allspring Global Investments Holdings LLC now owns 712,721 shares of the company’s stock valued at $184,352,000 after buying an additional 38,654 shares during the period. Mizuho Securities Co. Ltd. acquired a new position in Johnson & Johnson in the third quarter valued at about $79,000. Griffith & Werner Inc. boosted its stake in Johnson & Johnson by 5.7% during the third quarter. Griffith & Werner Inc. now owns 26,244 shares of the company’s stock worth $6,948,000 after buying an additional 1,411 shares during the period. Burton Enright Welch boosted its stake in Johnson & Johnson by 17.7% during the third quarter. Burton Enright Welch now owns 4,140 shares of the company’s stock worth $1,096,000 after buying an additional 622 shares during the period. Finally, Beverly Hills Private Wealth LLC increased its position in shares of Johnson & Johnson by 4.2% during the third quarter. Beverly Hills Private Wealth LLC now owns 14,822 shares of the company’s stock valued at $3,924,000 after acquiring an additional 597 shares during the last quarter. 69.55% of the stock is owned by institutional investors and hedge funds.

Insider Activity at Johnson & Johnson

In other news, EVP Jennifer L. Taubert sold 15,000 shares of the company’s stock in a transaction on 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 completion of the transaction, the executive vice president owned 194,451 shares in the company, valued at approximately $51,210,615.36. This represents a 7.16% decrease in their position. The sale was disclosed in a 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 on 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 owned 25,447 shares of the company’s stock, valued at approximately $6,991,308.78. The trade was a 56.90% decrease in their position. The disclosure for this sale is available in the SEC filing. Corporate insiders own 0.16% of the company’s stock.

Analyst Ratings Changes

JNJ has been the topic of a number of research analyst reports. Freedom Capital raised 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 price objective on shares of Johnson & Johnson in a report on Wednesday, July 29th. Royal Bank Of Canada lowered their price objective on shares of Johnson & Johnson from $290.00 to $280.00 and set an “outperform” rating for the company in a research report on Wednesday, October 14th. JPMorgan Chase & Co. lifted their target price on shares of Johnson & Johnson from $270.00 to $285.00 and gave the company a “neutral” rating in a report on Tuesday, September 29th. Finally, Wall Street Zen lowered Johnson & Johnson from a “buy” rating to a “hold” rating in a research report on Saturday, August 1st. One research analyst has rated the stock with a Strong Buy rating, seventeen have given a Buy rating and eight have given a Hold rating to the company’s stock. Based on data from MarketBeat, the stock presently has an average rating of “Moderate Buy” and a consensus target price of $275.92.

Johnson & Johnson Price Performance

JNJ opened at $276.14 on Monday. The stock’s 50-day moving average price is $265.91 and its 200 day moving average price is $248.30. Johnson & Johnson has a 12-month low of $185.12 and a 12-month high of $282.02. The company has a current ratio of 1.02, a quick ratio of 0.74 and a debt-to-equity ratio of 0.44. The firm has a market cap of $664.76 billion, a price-to-earnings ratio of 41.84, a PEG ratio of 2.73 and a beta of 0.22.

Johnson & Johnson (NYSE:JNJ) last released its quarterly earnings data on Tuesday, October 13th. The company reported $2.59 EPS for the quarter, beating 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 business had revenue of $25.40 billion for the quarter, compared to the consensus estimate of $25.38 billion. During the same quarter in the prior year, the business posted $2.80 EPS. The business’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. As a group, sell-side analysts expect that Johnson & Johnson will post 11.12 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 paid a $1.34 dividend. This represents a $5.36 annualized dividend and a yield of 1.9%. The ex-dividend date is Tuesday, November 24th. Johnson & Johnson’s dividend payout ratio is currently 81.21%.

Key Stories Impacting Johnson & Johnson

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

• Positive Sentiment: The FDA granted accelerated approval to RYBREVANT FASPRO as a single-agent treatment for certain adults with recurrent or metastatic head and neck cancer after prior platinum chemotherapy and immunotherapy. J&J says the treatment is the first new option in this setting in a decade; trial data showed a 42% response rate. The approval extends the drug’s use beyond lung cancer and could broaden its commercial opportunity, though the indication is limited and accelerated approval may require confirmatory evidence. FDA approval announcement
• Positive Sentiment: J&J’s Innovative Medicine division grew third-quarter sales 7.7% to $16.76 billion, with established blockbusters and new launches more than offsetting generic competition. Continued growth despite patent-related headwinds supports the business outlook. Innovative Medicine sales report
• Neutral Sentiment: J&J was included in an article highlighting companies with a history of dividend increases and strong balance sheets. This reinforces its income-investor appeal, but the article does not identify a new company-specific dividend announcement. Dividend raisers article
• Negative Sentiment: Pomerantz LLP announced it is investigating potential claims on behalf of J&J investors. The notice does not provide details of the claims, but the investigation could add legal and reputational uncertainty. Investor investigation announcement

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.