Johnson & Johnson $JNJ Holdings Increased by Oppenheimer & Co. Inc.

Key Points

• Oppenheimer increased its Johnson & Johnson stake by 12.2% in the third quarter to 205,440 shares valued at approximately $54.4 million. Institutional investors collectively own 69.55% of J&J’s stock.
• J&J beat quarterly earnings expectations with EPS of $2.59 and revenue of $25.40 billion, while reaffirming fiscal 2026 EPS guidance of $11.05–$11.15. The company also declared a quarterly dividend of $1.34, equivalent to a 1.9% annualized yield.
• Shares traded near their 52-week high at $275.17, with analysts assigning a “Moderate Buy” consensus rating and a $275.92 target. Potential headwinds include Stelara’s declining sales, premium valuation, legal risks and recent insider selling.

Oppenheimer & Co. Inc. increased its position in Johnson & Johnson (NYSE:JNJ - Free Report) by 12.2% in the 3rd quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The firm owned 205,440 shares of the company's stock after buying an additional 22,327 shares during the quarter. Johnson & Johnson accounts for approximately 0.6% of Oppenheimer & Co. Inc.'s investment portfolio, making the stock its 26th largest position. Oppenheimer & Co. Inc.'s holdings in Johnson & Johnson were worth $54,388,000 at the end of the most recent quarter.

A number of other large investors have also added to or reduced their stakes in JNJ. Jupiter Topco LLC acquired a new position in Johnson & Johnson in the 2nd quarter valued at approximately $1,967,399,000. Corient Private Wealth LP lifted its holdings in shares of Johnson & Johnson by 127.3% during the second quarter. Corient Private Wealth LP now owns 6,060,922 shares of the company's stock worth $1,539,292,000 after purchasing an additional 3,393,981 shares during the period. Wellington Management Group LLP grew its stake in shares of Johnson & Johnson by 12.5% in the second 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 during the last quarter. Amundi grew its stake in shares of Johnson & Johnson by 17.5% in the first quarter. Amundi now owns 13,406,820 shares of the company's stock worth $3,277,163,000 after purchasing an additional 2,001,139 shares during the last quarter. Finally, SEB Asset Management AB acquired a new stake in Johnson & Johnson in the first quarter valued at $314,468,000. Institutional investors own 69.55% of the company's stock.

Johnson & Johnson Stock Performance

Shares of JNJ stock opened at $275.17 on Friday. The company has a market cap of $662.42 billion, a price-to-earnings ratio of 41.69, a price-to-earnings-growth ratio of 2.68 and a beta of 0.21. Johnson & Johnson has a 52 week low of $185.12 and a 52 week high of $281.07. The company has a quick ratio of 0.74, a current ratio of 1.02 and a debt-to-equity ratio of 0.44. The firm has a 50 day moving average of $265.64 and a 200-day moving average of $246.62.

Johnson & Johnson (NYSE:JNJ - Get Free Report) last released its earnings results on Tuesday, October 13th. The company reported $2.59 earnings per share (EPS) for the quarter, beating 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 company had revenue of $25.40 billion for the quarter, compared to the consensus estimate of $25.38 billion. During the same quarter in the previous year, the company earned $2.80 EPS. Johnson & Johnson's quarterly revenue 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. On average, equities analysts forecast that Johnson & Johnson will post 11.12 earnings per share for the current year.

Johnson & Johnson Announces Dividend

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 of this dividend is Tuesday, November 24th. Johnson & Johnson's payout ratio is 81.21%.

Insider Buying and Selling at Johnson & Johnson

In other news, EVP Jennifer L. Taubert sold 15,000 shares of the firm's stock in a transaction dated Monday, August 17th. The stock was 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 directly owned 194,451 shares in the company, valued at $51,210,615.36. This trade represents a 7.16% decrease in their position. The sale was disclosed in a filing with the SEC, which is available at this link. Also, EVP Timothy Schmid sold 33,597 shares of the firm's stock in a transaction dated Wednesday, September 2nd. The shares were sold at an average price of $274.74, for a total value of $9,230,439.78. Following the completion of the sale, the executive vice president owned 25,447 shares of the company's stock, valued at approximately $6,991,308.78. This represents a 56.90% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Over the last ninety days, insiders sold 64,515 shares of company stock valued at $17,271,766. Corporate insiders own 0.16% of the company's stock.

Johnson & Johnson News Roundup

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

• Positive Sentiment: Icotyde gains traction in plaque psoriasis. Independent physician research indicates that Johnson & Johnson’s oral therapy is being adopted quickly in U.S. dermatology practices and gaining share among oral advanced treatments. Earlier use could expand Icotyde’s revenue opportunity and delay treatment with more expensive biologics. Does Johnson & Johnson Have a New Edge in Plaque Psoriasis?
• Positive Sentiment: Newer products are helping offset Stelara’s decline. J&J’s stock has gained substantially over the past year as newer medicines compensate for pressure on Stelara, while the company works toward resolving ovarian talc claims. Johnson & Johnson Is Up 42% in a Year: Take Profits, or Buy More?
• Positive Sentiment: Medical-device evidence supports Impella. J&J presented a record 26 abstracts at TCT 2026, adding to more than two decades of data on the safety, efficacy and cost-effectiveness of its Impella heart pumps. The data may reinforce adoption of the cardiovascular device franchise. Johnson & Johnson Record 26 Abstracts at TCT 2026
• Positive Sentiment: Recent operating results remain supportive. J&J exceeded quarterly earnings expectations, with revenue rising year over year, and reaffirmed fiscal 2026 earnings guidance. Its diversified drug and device portfolio has also benefited from continued progress in arthritis treatments and regulatory expansion. Johnson & Johnson Strong Q3 Growth, But 2027 Could Test Its Earnings
• Neutral Sentiment: Analyst sentiment is generally favorable, but broker ratings are already reflected in the stock’s strong run and do not by themselves provide a new earnings catalyst. Johnson & Johnson Is Considered a Good Investment by Brokers
• Negative Sentiment: Investors face longer-term earnings and legal risks. Stelara’s erosion, potential 2027 earnings pressure and J&J’s premium valuation could limit further upside. Separately, Pomerantz announced an investigation into potential investor claims related to the company; the announcement is not a finding of wrongdoing but could add headline and litigation risk. Pomerantz Investor Alert Regarding Johnson & Johnson

Wall Street Analyst Weigh In

JNJ has been the subject of several analyst reports. Sanford C. Bernstein set a $270.00 target price on Johnson & Johnson in a research report on Thursday, October 15th. Morgan Stanley decreased their price target on Johnson & Johnson from $294.00 to $292.00 and set an "overweight" rating for the company in a research note on Thursday, October 15th. Stifel Nicolaus set a $260.00 price objective on Johnson & Johnson in a research report on Wednesday, July 15th. Erste Group Bank downgraded Johnson & Johnson from a "buy" rating to a "hold" rating in a research report on Wednesday, October 21st. Finally, Citigroup lifted their price objective on Johnson & Johnson from $298.00 to $303.00 and gave the stock a "buy" rating in a research note on Monday, October 5th. 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. According to MarketBeat, Johnson & Johnson currently has an average rating of "Moderate Buy" and a consensus target price of $275.92.

About Johnson & Johnson

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.