Johnson & Johnson $JNJ Stock: Brooklyn FI LLC Raises Holdings

Brooklyn FI LLC boosted its stake in shares of Johnson & Johnson (NYSE:JNJ) by 125.3% during the third quarter, Holdings Channel reports. The fund owned 4,705 shares of the company’s stock after acquiring an additional 2,617 shares during the period. Brooklyn FI LLC’s holdings in Johnson & Johnson were worth $1,300,000 at the end of the most recent reporting period.

Several other hedge funds and other institutional investors have also recently added to or reduced their stakes in the stock. Outlook Capital Management LLC acquired a new position in shares of Johnson & Johnson during the second quarter worth approximately $28,000. Matrix Trust Co increased its holdings in shares of Johnson & Johnson by 56.2% in the second quarter. Matrix Trust Co now owns 150 shares of the company’s stock valued at $38,000 after purchasing an additional 54 shares in the last quarter. Navigoe LLC raised its position in Johnson & Johnson by 60.4% in the 3rd quarter. Navigoe LLC now owns 146 shares of the company’s stock worth $38,000 after purchasing an additional 55 shares during the last quarter. Montgomery Financial Services LLC bought a new position in Johnson & Johnson in the 2nd quarter worth approximately $43,000. Finally, Hanseatic Management Services Inc. acquired a new position in Johnson & Johnson during the 3rd quarter worth $52,000. Institutional investors and hedge funds own 69.55% of the company’s stock.

Analysts Set New Price Targets

A number of brokerages have commented on JNJ. Sanford C. Bernstein set a $270.00 price objective on Johnson & Johnson in a research report on Thursday, October 15th. Scotiabank restated an “outperform” rating and set a $305.00 target price on shares of Johnson & Johnson in a research report on Thursday, July 16th. JPMorgan Chase & Co. upped their price target on Johnson & Johnson from $270.00 to $285.00 and gave the company a “neutral” rating in a research note on Tuesday, September 29th. Stifel Nicolaus set a $260.00 price target on Johnson & Johnson in a report on Wednesday, July 15th. Finally, Guggenheim reiterated a “buy” rating and issued a $287.00 price objective on shares of Johnson & Johnson in a research report on Wednesday, October 7th. One research analyst has rated the stock with a Strong Buy rating, seventeen have issued a Buy rating and eight have given a Hold rating to the company’s stock. According to MarketBeat, the stock presently has a consensus rating of “Moderate Buy” and an average target price of $275.92.

Insider Activity at Johnson & Johnson

In other Johnson & Johnson news, EVP Jennifer L. Taubert sold 15,000 shares of the company’s stock in a transaction that occurred 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 sale, the executive vice president owned 194,451 shares of the company’s stock, valued at approximately $51,210,615.36. This represents a 7.16% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through the SEC website. Also, EVP Timothy Schmid sold 33,597 shares of the 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 sale, the executive vice president owned 25,447 shares in the company, valued at approximately $6,991,308.78. This trade represents a 56.90% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. 0.16% of the stock is owned by company insiders.

Johnson & Johnson Stock Down 0.4%

Shares of Johnson & Johnson stock opened at $280.90 on Wednesday. The business has a fifty day simple moving average of $266.49 and a 200 day simple moving average of $248.93. The stock has a market cap of $676.21 billion, a PE ratio of 42.56, a price-to-earnings-growth ratio of 2.79 and a beta of 0.22. The company has a quick ratio of 0.74, a current ratio of 1.02 and a debt-to-equity ratio of 0.44. Johnson & Johnson has a 12 month low of $189.05 and a 12 month high of $283.25.

Johnson & Johnson (NYSE:JNJ) last released its earnings results on Tuesday, October 13th. The company reported $2.59 earnings per share for the quarter, beating 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 analyst estimates of $25.38 billion. During the same quarter in the prior year, the firm posted $2.80 earnings per share. The company’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. Research analysts predict that Johnson & Johnson will post 11.12 EPS for the current year.

Johnson & Johnson Announces Dividend

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

Key Headlines Impacting Johnson & Johnson

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

• Positive Sentiment: Oncology sales rose 16.8% to $22 billion in the first nine months of 2026, supported by established cancer drugs and new launches. Continued growth in this business could bolster revenue. J&J’s Oncology Sales Surge So Far in 2026: What Lies Ahead?
• Positive Sentiment: CAPLYTA met the primary and key secondary endpoints in a second Phase 3 study for bipolar mania, with improvement reported as early as Day 3. J&J said the two positive studies will support a planned U.S. FDA submission, adding to the drug’s potential uses. J&J eyes US nod for Caplyta in bipolar mania after second trial win
• Positive Sentiment: Investigational drug ICOTYDE met the primary endpoint in a Phase 3 trial for psoriatic arthritis, adding another encouraging pipeline result that could support future growth if confirmed and approved. Johnson & Johnson Says Icotyde in Psoriatic Arthritis Disease Meets Primary Endpoint in Phase 3 Study
• Neutral Sentiment: A valuation analysis questioned whether JNJ’s price reflects the cash flow it may generate, noting its 108.1% return over three years. It raises a caution for investors but does not establish that the shares are overvalued. Is Johnson & Johnson (JNJ) Below Fair Value On Cash Flow?
• Negative Sentiment: Pomerantz LLP announced an investigation into claims on behalf of JNJ investors. The notice provides few details and is not a finding of wrongdoing, but it introduces potential legal uncertainty. Investor Alert: Pomerantz Law Firm Investigates Claims

Johnson & Johnson 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.