Curated Wealth Partners LLC cut its stake in shares of Johnson & Johnson (NYSE:JNJ – Free Report) by 96.9% in the third quarter, according to the company in its most recent disclosure with the SEC. The firm owned 5,763 shares of the company’s stock after selling 179,832 shares during the quarter. Curated Wealth Partners LLC’s holdings in Johnson & Johnson were worth $1,526,000 as of its most recent filing with the SEC.
Other institutional investors and hedge funds also recently made changes to their positions in the company. Wellington Management Group LLP increased its position in shares of Johnson & Johnson by 12.5% during the 2nd quarter. Wellington Management Group LLP now owns 22,588,696 shares of the company’s stock worth $5,736,851,000 after purchasing an additional 2,513,321 shares in the last quarter. Deutsche Bank AG lifted its holdings in Johnson & Johnson by 8.5% during the 2nd quarter. Deutsche Bank AG now owns 15,661,323 shares of the company’s stock valued at $3,977,506,000 after purchasing an additional 1,225,676 shares during the last quarter. Amundi lifted 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 purchasing an additional 2,001,139 shares during the last quarter. Jupiter Topco LLC acquired a new position in Johnson & Johnson in the second quarter valued at about $1,967,399,000. Finally, Janus Henderson Group PLC boosted its position in Johnson & Johnson by 1.9% in the first quarter. Janus Henderson Group PLC now owns 7,872,478 shares of the company’s stock valued at $1,924,323,000 after buying an additional 148,497 shares in the last quarter. Institutional investors and hedge funds own 69.55% of the company’s stock.
Analysts Set New Price Targets
Several analysts have weighed in on the stock. UBS Group set a $270.00 price objective on shares of Johnson & Johnson in a research note on Wednesday. Citigroup lifted their target price on shares of Johnson & Johnson from $298.00 to $303.00 and gave the company a “buy” rating in a research note on Monday, October 5th. Guggenheim reiterated a “buy” rating and issued a $287.00 target price on shares of Johnson & Johnson in a research note on Wednesday, October 7th. Leerink Partners reduced their target price on Johnson & Johnson from $276.00 to $272.00 and set an “outperform” rating on the stock in a report on Wednesday. Finally, Royal Bank Of Canada decreased their price target on Johnson & Johnson from $290.00 to $280.00 and set an “outperform” rating on the stock in a research report on Wednesday. One investment analyst has rated the stock with a Strong Buy rating, eighteen have issued a Buy rating and six have issued a Hold rating to the stock. According to MarketBeat.com, Johnson & Johnson presently has a consensus rating of “Moderate Buy” and a consensus target price of $274.35.
Get Our Latest Report on Johnson & Johnson
Insider Activity at Johnson & Johnson
In related news, EVP Jennifer L. Taubert sold 15,000 shares of the business’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 transaction, the executive vice president 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 document filed with the SEC, which is available at the SEC website. 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 value of $9,230,439.78. Following the transaction, the executive vice president directly owned 25,447 shares in the company, valued at approximately $6,991,308.78. This represents a 56.90% decrease in their position. The SEC filing for this sale provides additional information. Insiders sold 87,569 shares of company stock valued at $23,064,544 over the last three months. 0.16% of the stock is owned by company insiders.
Johnson & Johnson Stock Down 0.1%
Shares of NYSE JNJ opened at $253.68 on Friday. Johnson & Johnson has a 12-month low of $184.66 and a 12-month high of $281.07. The firm’s 50-day simple moving average is $265.73 and its 200 day simple moving average is $249.57. The company has a quick ratio of 0.81, a current ratio of 1.09 and a debt-to-equity ratio of 0.44. The company has a market cap of $611.35 billion, a price-to-earnings ratio of 38.44, a price-to-earnings-growth ratio of 2.59 and a beta of 0.21.
Johnson & Johnson (NYSE:JNJ – Get Free Report) last issued 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. The firm had revenue of $25.40 billion for the quarter, compared to analyst estimates of $25.38 billion. Johnson & Johnson had a net margin of 16.20% and a return on equity of 31.54%. The company’s revenue was up 5.9% on a year-over-year basis. During the same quarter in the prior year, the firm earned $2.80 EPS. Johnson & Johnson has set its FY 2026 guidance at 11.050-11.150 EPS. On average, research analysts expect that Johnson & Johnson will post 11.10 earnings per share for the current fiscal year.
Johnson & Johnson Announces Dividend
The business also recently declared a quarterly dividend, which will be paid on Tuesday, December 8th. Stockholders of record on Tuesday, November 24th will be paid a dividend of $1.34 per share. This represents a $5.36 annualized dividend and a dividend yield of 2.1%. The ex-dividend date of this dividend is Tuesday, November 24th. Johnson & Johnson’s dividend payout ratio is 81.21%.
Key Headlines Impacting Johnson & Johnson
Here are the key news stories impacting Johnson & Johnson this week:
- Positive Sentiment: Johnson & Johnson reported third-quarter adjusted earnings of $2.59 per share and revenue of $25.40 billion, exceeding consensus estimates. Revenue increased 5.9% year over year, led by 7.9% growth in Innovative Medicine. J&J Q3 2026 Earnings Call Transcript
- Positive Sentiment: Management raised its 2026 sales and earnings outlook, with guidance of approximately $11.05–$11.15 in adjusted EPS. Executives also highlighted pipeline products and MedTech innovation as potential sources of future growth. JNJ Q3 Earnings Call Highlights
- Positive Sentiment: Morgan Stanley maintained an “overweight” rating, while RBC retained an “outperform” rating, indicating that analysts still see potential upside despite trimming their price targets. Technical analysts also identified support near $246. Morgan Stanley JNJ Price Target
- Neutral Sentiment: Johnson & Johnson plans an enterprise review on December 8 and is targeting a potential mid-2027 spinoff of its DePuy Synthes orthopedics business. These initiatives could clarify the company’s growth strategy but may also create execution and earnings-dilution concerns. J&J MedTech Orthopedics Spinoff
- Negative Sentiment: MedTech sales missed Wall Street expectations, with weakness attributed partly to China pricing pressure and European budget cuts. Investors viewed the device business as a key reason the stock fell sharply following earnings. Johnson & Johnson Stock Falls as MedTech Misses
- Negative Sentiment: Analysts lowered several price targets after the results, citing mixed pharmaceutical trends, acquisition costs, talc-related charges and potential 2027 dilution. The concerns are more significant because JNJ trades at a premium earnings multiple versus the broader market. Analysts Cut JNJ Forecasts
About Johnson & Johnson
Johnson & Johnson (NYSE: JNJ) is a global healthcare company that develops, manufactures and markets products through two primary business segments: Innovative Medicine and MedTech. Its operations serve patients, healthcare professionals and consumers in markets around the world.
The Innovative Medicine segment focuses on prescription medicines in areas including immunology, oncology, neuroscience, cardiovascular and metabolic disease, infectious diseases, and pulmonary hypertension.
Featured Stories
- Five stocks we like better than Johnson & Johnson
- ASML Can’t Keep Up With AI Demand—Why That’s a Good Thing
- Enovix’s 100,000-Battery Drone Order Sets Up a Test of Its Production Plans
- AMD’s Support Could Help Fermi Stock Overcome Its Biggest Hurdle
- Beyond the GPU: Credo Paves the Next AI Data Superhighway
Want to see what other hedge funds are holding JNJ? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for Johnson & Johnson (NYSE:JNJ – Free Report).
Receive News & Ratings for Johnson & Johnson Daily - Enter your email address below to receive a concise daily summary of the latest news and analysts' ratings for Johnson & Johnson and related companies with MarketBeat.com's FREE daily email newsletter.
