Johnson & Johnson $JNJ Shares Newly Bought by Sawyer & Company Inc

Key Points

• Sawyer & Company acquired 14,324 Johnson & Johnson shares worth approximately $3.79 million during the third quarter, making JNJ about 1.3% of its portfolio. Institutional investors collectively own 69.55% of the company.
• Analysts maintain a generally positive outlook, with a consensus rating of “Moderate Buy” and an average price target of $275.92, compared with the reported share price of $264.13.
• Johnson & Johnson exceeded quarterly earnings expectations, reporting $2.59 in adjusted EPS and $25.40 billion in revenue, while declaring a quarterly dividend of $1.34, equivalent to a 2.0% annual yield.

Sawyer & Company Inc bought a new stake in shares of Johnson & Johnson (NYSE:JNJ - Free Report) during the 3rd quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The institutional investor bought 14,324 shares of the company's stock, valued at approximately $3,792,000. Johnson & Johnson makes up approximately 1.3% of Sawyer & Company Inc's holdings, making the stock its 25th biggest holding.

A number of other institutional investors have also recently made changes to their positions in JNJ. Outlook Capital Management LLC bought a new stake in Johnson & Johnson during the second quarter worth approximately $28,000. Matrix Trust Co lifted its stake in shares of Johnson & Johnson by 56.2% in the 2nd quarter. Matrix Trust Co now owns 150 shares of the company's stock valued at $38,000 after purchasing an additional 54 shares during the last quarter. Montgomery Financial Services LLC bought a new stake in shares of Johnson & Johnson in the 2nd quarter valued at approximately $43,000. Polaris Financial Partners purchased a new position in shares of Johnson & Johnson in the 3rd quarter worth approximately $56,000. Finally, Bullseye Investment Management LLC purchased a new position in shares of Johnson & Johnson in the 2nd quarter worth approximately $63,000. Institutional investors own 69.55% of the company's stock.

Wall Street Analysts Forecast Growth

Several analysts recently weighed in on the company. Evercore set a $300.00 price target on Johnson & Johnson in a report on Tuesday. The Goldman Sachs Group reaffirmed a "buy" rating and set a $282.00 price objective on shares of Johnson & Johnson in a research note on Thursday, July 16th. Wells Fargo & Company boosted their price objective on shares of Johnson & Johnson from $275.00 to $287.00 and gave the company an "overweight" rating in a research report on Friday, October 16th. Weiss Ratings raised shares of Johnson & Johnson from a "buy (b)" rating to a "buy (b+)" rating in a research note on Thursday, October 8th. Finally, Morgan Stanley lowered their target price on shares of Johnson & Johnson from $294.00 to $292.00 and set an "overweight" rating for the company in a report on Thursday, October 15th. One research analyst has rated the stock with a Strong Buy rating, seventeen have given a Buy rating and eight have assigned a Hold rating to the company. According to data from MarketBeat, the company presently has a consensus rating of "Moderate Buy" and an average target price of $275.92.

Johnson & Johnson Trading Down 1.3%

JNJ opened at $264.13 on Friday. The stock has a market cap of $635.85 billion, a price-to-earnings ratio of 40.02, a P/E/G ratio of 2.65 and a beta of 0.21. The stock's 50 day moving average price is $265.64 and its 200-day moving average price is $250.21. Johnson & Johnson has a one year low of $184.66 and a one year high of $281.07. The company has a debt-to-equity ratio of 0.44, a quick ratio of 0.81 and a current ratio of 1.02.

Johnson & Johnson (NYSE:JNJ - Get Free Report) last issued its quarterly earnings results on Tuesday, October 13th. The company reported $2.59 earnings per share for the quarter, topping 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 the consensus estimate of $25.38 billion. During the same period in the prior year, the business posted $2.80 earnings per share. The company's revenue for the quarter was up 5.9% on a year-over-year basis. 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 EPS for the current year.

Johnson & Johnson Dividend Announcement

The firm also recently disclosed a quarterly dividend, which will be paid on Tuesday, December 8th. Shareholders of record on Tuesday, November 24th will be given a $1.34 dividend. This represents a $5.36 annualized dividend and a yield of 2.0%. The ex-dividend date of this dividend is Tuesday, November 24th. Johnson & Johnson's dividend payout ratio is 81.21%.

Insiders Place Their Bets

In other news, EVP Elizabeth Forminard sold 15,918 shares of the business's stock in a transaction 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 sale, the executive vice president directly owned 16,994 shares of the company's stock, valued at approximately $4,367,458. The trade was a 48.37% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through this link. Also, EVP Jennifer L. Taubert sold 15,000 shares of the company's stock in a transaction dated Monday, August 17th. The stock was sold at an average price of $263.36, for a total transaction of $3,950,400.00. Following the completion of the transaction, the executive vice president owned 194,451 shares in the company, valued at approximately $51,210,615.36. The trade was a 7.16% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders have sold a total of 64,515 shares of company stock worth $17,271,766 over the last quarter. Company insiders own 0.16% of the company's stock.

Key Johnson & Johnson News

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

• Positive Sentiment: The United Kingdom approved J&J’s oral psoriasis treatment, expanding the company’s commercial opportunity in a major market and strengthening its immunology pipeline. UK approves J&J's oral psoriasis pill
• Positive Sentiment: J&J reported first real-world data for its VARIPULSE Pro platform and 12-month outcomes for the OMNYPULSE platform in atrial-fibrillation treatment. The results could support adoption of its MedTech portfolio and help offset weakness in other device businesses. J&J reports VARIPULSE Pro and OMNYPULSE data
• Positive Sentiment: J&J has benefited from investor rotation into defensive healthcare and consumer-staples companies amid broader large-cap weakness, reinforcing demand for its relatively stable earnings and dividend profile. Defensive stocks attract buyers
• Neutral Sentiment: J&J’s implied fair value was raised from $270.59 to $279.41 per share, but analyst views remain divided. Supporters cite earnings resilience and the drug pipeline, while others point to valuation, MedTech execution risk and possible dilution from recent deals. J&J fair value adjustment
• Negative Sentiment: A proposed combination involving J&J’s orthopedics business and Smith & Nephew reportedly collapsed over a leadership dispute. The development removes potential strategic benefits and may raise questions about execution, although Smith & Nephew declined to comment. Orthopedics merger reportedly collapsed
• Negative Sentiment: J&J reclaimed its 50-day moving average, but falling earnings estimates, a premium valuation and weakness in MedTech are limiting the bullish technical signal. Erste Group also downgraded the shares to “Hold,” adding to near-term investor caution. J&J stock outlook and valuation concerns

Johnson & Johnson 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.

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