33,097 Johnson & Johnson $JNJ Shares Bought by International Assets Investment Management LLC

Key Points

• International Assets Investment Management LLC increased its Johnson & Johnson stake by 195.8% in the third quarter, buying 33,097 additional shares for a total of 50,000 shares valued at approximately $13.24 million.
• Institutional investors and hedge funds own 69.55% of J&J, while the stock trades near its 52-week high with a market capitalization of about $658 billion and a price-to-earnings ratio of 41.42.
• J&J exceeded quarterly earnings expectations and raised revenue 5.9% year over year, while declaring a $1.34 quarterly dividend. Analysts maintain a “Moderate Buy” consensus, though MedTech weakness, premium valuation and potential future earnings pressure remain risks.

International Assets Investment Management LLC raised its stake in Johnson & Johnson (NYSE:JNJ - Free Report) by 195.8% in the third quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 50,000 shares of the company's stock after purchasing an additional 33,097 shares during the period. International Assets Investment Management LLC's holdings in Johnson & Johnson were worth $13,237,000 as of its most recent SEC filing.

Several other hedge funds and other institutional investors also recently bought and sold shares of the stock. Prosperitas Financial LLC grew its stake in Johnson & Johnson by 2.6% during the third quarter. Prosperitas Financial LLC now owns 2,224 shares of the company's stock worth $589,000 after buying an additional 57 shares during the last quarter. Gray Private Wealth LLC bought a new position in shares of Johnson & Johnson in the third quarter valued at approximately $826,000. Canopy Partners LLC raised its stake in shares of Johnson & Johnson by 1.5% in the third quarter. Canopy Partners LLC now owns 13,268 shares of the company's stock valued at $3,513,000 after acquiring an additional 197 shares during the last quarter. CHICAGO TRUST Co NA boosted its holdings in shares of Johnson & Johnson by 12.9% in the 3rd quarter. CHICAGO TRUST Co NA now owns 24,568 shares of the company's stock worth $6,504,000 after acquiring an additional 2,806 shares in the last quarter. Finally, Glenview Trust Co boosted its holdings in shares of Johnson & Johnson by 0.8% in the 3rd quarter. Glenview Trust Co now owns 152,154 shares of the company's stock worth $40,281,000 after acquiring an additional 1,190 shares in the last quarter. 69.55% of the stock is currently owned by institutional investors and hedge funds.

Trending Headlines about Johnson & Johnson

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

• Positive Sentiment: Icotyde, J&J’s oral plaque-psoriasis treatment, is reportedly gaining traction among U.S. dermatologists and being prescribed earlier in the treatment process. Strong adoption could support pharmaceutical growth and help offset declines in older products. Does Johnson & Johnson Have a New Edge in Plaque Psoriasis?
• Positive Sentiment: J&J presented 26 abstracts at TCT 2026 supporting the safety, efficacy and cost-effectiveness of its Impella heart pumps. The data may strengthen the long-term outlook for the MedTech portfolio despite recent weakness. Johnson & Johnson Presents Impella Data at TCT 2026
• Positive Sentiment: J&J continues to be highlighted as a dependable dividend stock, supported by more than five decades of annual payout increases. That income profile can provide downside support for long-term investors. Dividend Kings With 50-Plus Years of Payout Increases
• Neutral Sentiment: J&J’s recent performance has been strong, with shares reportedly up 42% over the past year, helped by progress toward resolving talc litigation and growth from newer medicines. Analysts are debating whether that advance has already priced in much of the improvement. Johnson & Johnson Is Up 42% in a Year
• Neutral Sentiment: Broker sentiment remains generally favorable, but the article questions how much weight investors should place on consensus recommendations as J&J trades near its 52-week high and at an elevated earnings multiple. Johnson & Johnson Broker Ratings
• Negative Sentiment: MedTech growth slowed in the third quarter because of international-market challenges and weakness at Abiomed. Investors may be concerned that a rebound in the fourth quarter will not fully offset the segment’s short-term disappointment. JNJ MedTech Segment Disappoints in Q3
• Negative Sentiment: Analysts see potential earnings pressure in 2027, while the market is already assigning a premium valuation after strong gains. That combination increases the risk of profit-taking if growth slows. Johnson & Johnson Strong Q3 Growth, but 2027 Could Test Earnings
• Negative Sentiment: Pomerantz announced an investigation into potential claims on behalf of J&J investors. Although such announcements do not establish wrongdoing, they add headline and litigation risk. Pomerantz Investor Investigation

Johnson & Johnson Stock Up 0.1%

NYSE:JNJ opened at $273.39 on Monday. Johnson & Johnson has a 1 year low of $185.12 and a 1 year 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 stock has a market cap of $658.13 billion, a price-to-earnings ratio of 41.42, a PEG ratio of 2.70 and a beta of 0.22. The stock has a 50-day moving average price of $265.74 and a two-hundred day moving average price of $246.94.

Johnson & Johnson (NYSE:JNJ - Get Free Report) last announced its earnings results on Tuesday, October 13th. The company reported $2.59 earnings per share for the quarter, topping analysts' consensus estimates of $2.53 by $0.06. Johnson & Johnson had a net margin of 16.20% and a return on equity of 31.64%. The firm had revenue of $25.40 billion during the quarter, compared to analyst estimates of $25.38 billion. During the same period in the prior year, the business earned $2.80 EPS. The company's revenue for the quarter was up 5.9% compared to the same quarter last year. Johnson & Johnson has set its FY 2026 guidance at 11.050-11.150 EPS. As a group, equities analysts expect that Johnson & Johnson will post 11.12 earnings per share 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 $1.34 dividend. This represents a $5.36 dividend on an annualized basis and a dividend yield of 2.0%. The ex-dividend date of this dividend is Tuesday, November 24th. Johnson & Johnson's payout ratio is presently 81.21%.

Wall Street Analysts Forecast Growth

Several analysts have recently commented on the company. The Goldman Sachs Group restated a "buy" rating and set a $282.00 target price on shares of Johnson & Johnson in a report on Thursday, July 16th. Citigroup lifted their price target on Johnson & Johnson from $298.00 to $303.00 and gave the company a "buy" rating in a report on Monday, October 5th. Guggenheim reiterated a "buy" rating and set a $287.00 price target on shares of Johnson & Johnson in a research report on Wednesday, October 7th. Freedom Capital raised shares of Johnson & Johnson from a "hold" rating to a "strong-buy" rating in a report on Thursday, July 16th. Finally, Argus set a $300.00 target price on shares of Johnson & Johnson in a research note on Wednesday, July 29th. One analyst has rated the stock with a Strong Buy rating, seventeen have given a Buy rating and eight have issued a Hold rating to the stock. Based on data from MarketBeat, Johnson & Johnson presently has a consensus rating of "Moderate Buy" and an average price target of $275.92.

Insider Activity

In other Johnson & Johnson news, EVP Timothy Schmid sold 33,597 shares of the 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 directly owned 25,447 shares in the company, valued at $6,991,308.78. This represents a 56.90% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which is available at the SEC website. Also, EVP Elizabeth Forminard sold 15,918 shares of Johnson & Johnson stock in a transaction that occurred on Thursday, August 6th. The shares were sold at an average price of $257.00, for a total transaction of $4,090,926.00. Following the completion of the transaction, the executive vice president directly owned 16,994 shares in the company, valued at $4,367,458. This trade represents a 48.37% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Over the last 90 days, insiders sold 64,515 shares of company stock valued at $17,271,766. 0.16% of the stock is owned by company insiders.

Johnson & Johnson Company Profile

Johnson & Johnson NYSE: JNJ is a global healthcare company headquartered in New Brunswick, New Jersey. Founded in 1886, the company develops and markets products and services for patients, healthcare professionals and institutions worldwide.

Johnson & Johnson operates through two principal segments: Innovative Medicine and MedTech. Innovative Medicine focuses on pharmaceuticals for areas such as immunology, oncology, neuroscience, infectious diseases and cardiovascular conditions.

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).

This instant news alert was generated by narrative science technology and financial data from MarketBeat in order to provide readers with the fastest reporting and unbiased coverage. Please send any questions or comments about this story to contact@marketbeat.com.