207,390 Johnson & Johnson $JNJ Shares Acquired by Aberdeen Group plc

Key Points

• Aberdeen Group increased its Johnson & Johnson stake by 8.5% in the third quarter, buying 207,390 shares and ending the period with 2.65 million shares valued at about $702.7 million.
• J&J’s quarterly results modestly beat expectations: adjusted earnings were $2.59 per share versus a $2.53 consensus, while revenue reached $25.40 billion, up 5.9% year over year. The company set 2026 earnings guidance of $11.05–$11.15 per share.
• The company announced a quarterly dividend of $1.34 per share, equivalent to $5.36 annually and a 1.9% yield at the article’s cited share price.

Aberdeen Group plc boosted its holdings in Johnson & Johnson (NYSE:JNJ - Free Report) by 8.5% in the 3rd quarter, according to its most recent disclosure with the Securities and Exchange Commission. The fund owned 2,654,448 shares of the company's stock after purchasing an additional 207,390 shares during the quarter. Johnson & Johnson makes up 0.7% of Aberdeen Group plc's portfolio, making the stock its 19th biggest holding. Aberdeen Group plc owned approximately 0.11% of Johnson & Johnson worth $702,739,000 as of its most recent SEC filing.

Other large investors have also recently added to or reduced their stakes in the company. Stonebridge Financial Planning Group LLC increased its position in Johnson & Johnson by 2.6% during the 3rd quarter. Stonebridge Financial Planning Group LLC now owns 2,529 shares of the company's stock worth $670,000 after purchasing an additional 64 shares in the last quarter. Valmark Advisers Inc. raised its holdings in Johnson & Johnson by 1.0% in the third quarter. Valmark Advisers Inc. now owns 23,840 shares of the company's stock valued at $6,311,000 after buying an additional 232 shares during the period. PFC Capital Group Inc. lifted its position in Johnson & Johnson by 3.4% during the third quarter. PFC Capital Group Inc. now owns 11,167 shares of the company's stock valued at $2,956,000 after buying an additional 367 shares in the last quarter. Money Concepts Capital Corp lifted its position in Johnson & Johnson by 1.3% during the third quarter. Money Concepts Capital Corp now owns 49,393 shares of the company's stock valued at $13,076,000 after buying an additional 613 shares in the last quarter. Finally, Allworth Financial LP grew its stake in Johnson & Johnson by 14.7% during the third quarter. Allworth Financial LP now owns 416,392 shares of the company's stock worth $105,751,000 after buying an additional 53,434 shares during the period. 69.55% of the stock is currently owned by hedge funds and other institutional investors.

Johnson & Johnson Trading Up 0.8%

NYSE JNJ opened at $285.78 on Friday. Johnson & Johnson has a one year low of $193.55 and a one year high of $288.11. The company has a 50-day simple moving average of $266.97 and a 200-day simple moving average of $249.85. The company has a debt-to-equity ratio of 0.44, a quick ratio of 0.74 and a current ratio of 1.02. The firm has a market capitalization of $687.95 billion, a PE ratio of 26.62, a price-to-earnings-growth ratio of 2.80 and a beta of 0.22.

Johnson & Johnson (NYSE:JNJ - Get Free Report) last announced its quarterly earnings data on Tuesday, October 13th. The company reported $2.59 earnings per share for the quarter, beating analysts' consensus estimates of $2.53 by $0.06. The business had revenue of $25.40 billion during the quarter, compared to the consensus estimate of $25.38 billion. Johnson & Johnson had a net margin of 16.20% and a return on equity of 31.64%. The company's revenue for the quarter was up 5.9% compared to the same quarter last year. 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, equities analysts forecast that Johnson & Johnson will post 11.12 earnings per share for the current year.

Johnson & Johnson Dividend Announcement

The company also recently disclosed a quarterly dividend, which will be paid on Tuesday, December 8th. Investors of record on Tuesday, November 24th will be issued 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 of this dividend is Tuesday, November 24th. Johnson & Johnson's dividend payout ratio (DPR) is 81.21%.

Insider Activity at Johnson & Johnson

In other news, EVP Elizabeth Forminard sold 13,072 shares of Johnson & Johnson stock in a transaction that occurred on Thursday, November 12th. The stock was sold at an average price of $284.39, for a total transaction of $3,717,546.08. Following the sale, the executive vice president owned 16,994 shares of the company's stock, valued at approximately $4,832,923.66. The trade was a 43.48% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which is accessible through the SEC website. Also, EVP Jennifer L. Taubert sold 15,000 shares of Johnson & Johnson 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 sale, the executive vice president directly owned 194,451 shares in the company, valued at approximately $51,210,615.36. This trade represents a 7.16% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold a total of 61,669 shares of company stock worth $16,898,386 in the last ninety days. 0.16% of the stock is owned by insiders.

Recent Johnson & Johnson Headlines

These are some of the JNJ headlines that stood out recently:

• Positive Sentiment: JNJ has risen 10.4% since its latest earnings report, and State Street’s Health Care SPDR added shares on Nov. 10. These reports suggest continued investor interest, though neither guarantees further gains. Johnson & Johnson Up 10.4% Since Last Earnings Report State Street Health Care SPDR Adds Johnson & Johnson
• Neutral Sentiment: J&J also led a $100 million funding round for Delix Therapeutics’ depression-drug development. This broadens its exposure to emerging psychiatric treatments, but clinical-stage programs carry substantial execution risk. Johnson & Johnson Backs New Cancer Device And Leads $100 Million Depression Bet
• Negative Sentiment: Pomerantz LLP said it is investigating claims on behalf of J&J investors. The notice provides no specific findings, but litigation-related uncertainty may weigh on sentiment. Pomerantz Law Firm Investigates Claims on Behalf of Johnson & Johnson Investors

Wall Street Analyst Weigh In

Several equities research analysts have recently issued reports on JNJ shares. Bank of America reissued a "neutral" rating and issued a $278.00 price objective on shares of Johnson & Johnson in a research report on Tuesday, September 29th. Weiss Ratings lowered shares of Johnson & Johnson from a "buy (b+)" rating to a "buy (b-)" rating in a report on Friday, October 23rd. Wells Fargo & Company upped their price target on shares of Johnson & Johnson from $275.00 to $287.00 and gave the stock an "overweight" rating in a research report on Friday, October 16th. JPMorgan Chase & Co. increased their price target on Johnson & Johnson from $270.00 to $285.00 and gave the company a "neutral" rating in a report on Tuesday, September 29th. Finally, Leerink Partners cut their price objective on Johnson & Johnson from $276.00 to $272.00 and set an "outperform" rating on the stock in a research report on Wednesday, October 14th. 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 company. According to data from MarketBeat.com, the stock currently has an average rating of "Moderate Buy" and a consensus target price of $275.92.

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.

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