Johnson & Johnson $JNJ Stake Boosted by Investment Partners LTD.

Key Points

• Investment Partners LTD. more than doubled its Johnson & Johnson stake by 115% in the third quarter, ending the period with 10,462 shares worth approximately $2.77 million. Institutional investors collectively own 69.55% of JNJ.
• Analysts maintain a generally positive outlook, with a consensus rating of “Moderate Buy” and an average price target of $275.92; targets range from $270 to $320.
• Johnson & Johnson exceeded quarterly earnings expectations with $2.59 in EPS and $25.40 billion in revenue, while declaring a $1.34 quarterly dividend. However, insiders sold $17.27 million of shares over the past 90 days.

Investment Partners LTD. boosted its holdings in Johnson & Johnson (NYSE:JNJ - Free Report) by 115.0% during the third quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The fund owned 10,462 shares of the company's stock after acquiring an additional 5,595 shares during the quarter. Investment Partners LTD.'s holdings in Johnson & Johnson were worth $2,770,000 at the end of the most recent reporting period.

Other institutional investors and hedge funds have also recently modified their holdings of the company. Silver Coast Investments LLC boosted its position in Johnson & Johnson by 3.8% during the second quarter. Silver Coast Investments LLC now owns 1,066 shares of the company's stock valued at $271,000 after buying an additional 39 shares during the period. Townsend Asset Management Corp NC ADV increased its holdings in shares of Johnson & Johnson by 0.6% in the second quarter. Townsend Asset Management Corp NC ADV now owns 6,418 shares of the company's stock worth $1,630,000 after buying an additional 39 shares during the period. Triumph Capital Management lifted its stake in shares of Johnson & Johnson by 1.6% in the 2nd quarter. Triumph Capital Management now owns 2,531 shares of the company's stock valued at $643,000 after acquiring an additional 39 shares during the last quarter. Kwmg LLC lifted its stake in shares of Johnson & Johnson by 1.7% in the 3rd quarter. Kwmg LLC now owns 2,383 shares of the company's stock valued at $631,000 after acquiring an additional 39 shares during the last quarter. Finally, Cypress Wealth Services LLC boosted its holdings in Johnson & Johnson by 0.4% during the 3rd quarter. Cypress Wealth Services LLC now owns 10,618 shares of the company's stock valued at $2,705,000 after acquiring an additional 39 shares during the period. Hedge funds and other institutional investors own 69.55% of the company's stock.

Analysts Set New Price Targets

Several research analysts have recently issued reports on the stock. The Goldman Sachs Group restated a "buy" rating and issued a $282.00 target price on shares of Johnson & Johnson in a report on Thursday, July 16th. Citigroup increased their price target on shares of Johnson & Johnson from $298.00 to $303.00 and gave the company a "buy" rating in a research report on Monday, October 5th. HSBC raised their price target on shares of Johnson & Johnson from $290.00 to $320.00 and gave the stock a "buy" rating in a report on Thursday, September 10th. Sanford C. Bernstein set a $270.00 price objective on shares of Johnson & Johnson in a research report on Thursday, October 15th. Finally, Royal Bank Of Canada lowered their price objective on shares of Johnson & Johnson from $290.00 to $280.00 and set an "outperform" rating for the company in a research note on Wednesday, October 14th. One equities 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's stock. According to MarketBeat, the stock has an average rating of "Moderate Buy" and a consensus price target of $275.92.

Insider Buying and Selling at Johnson & Johnson

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

Johnson & Johnson Trading Down 0.9%

Shares of NYSE JNJ opened at $270.81 on Tuesday. The firm's 50 day moving average price is $265.74 and its 200-day moving average price is $247.22. Johnson & Johnson has a 52-week low of $185.12 and a 52-week high of $282.02. 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 company has a market cap of $651.93 billion, a PE ratio of 41.03, a P/E/G ratio of 2.68 and a beta of 0.21.

Johnson & Johnson (NYSE:JNJ - Get Free Report) last released its quarterly earnings data on Tuesday, October 13th. The company reported $2.59 EPS for the quarter, beating the consensus estimate of $2.53 by $0.06. The company had revenue of $25.40 billion for the quarter, compared to analysts' expectations of $25.38 billion. Johnson & Johnson had a return on equity of 31.64% and a net margin of 16.20%. Johnson & Johnson's revenue was up 5.9% compared to the same quarter last year. During the same period last year, the firm posted $2.80 earnings per share. Johnson & Johnson has set its FY 2026 guidance at 11.050-11.150 EPS. On average, equities research analysts expect that Johnson & Johnson will post 11.12 EPS for the current fiscal year.

Johnson & Johnson Dividend Announcement

The company also recently announced 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 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 currently 81.21%.

Johnson & Johnson News Summary

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

• Positive Sentiment: New real-world and observational analyses presented at the TCT 2026 symposium found lower in-hospital and short-term mortality among high-risk percutaneous coronary intervention patients supported by Impella pumps. The findings covered 1,379 patients in U.S. and European hospitals and compared favorably with results from the CHIP-BCIS3 study. Data Show Positive Survival and Patient Outcomes with Best-Practice Impella Support in HRPCI
• Positive Sentiment: A separate report cited a 94% success rate in a coronary-device trial, adding to evidence that Impella could improve outcomes in complex coronary procedures. Stronger clinical support could help J&J expand adoption of the devices and reinforce its medical-technology growth strategy. Johnson & Johnson reports 94% success rate in trial of coronary artery device
• Positive Sentiment: Clinicians also reviewed progress in the ongoing PROTECT IV trial, which is expected to provide additional evidence for Impella-supported high-risk procedures. Further positive results could improve confidence in the product’s long-term commercial potential. What Is Johnson & Johnson Signaling With Its New Impella Heart Pump Data?
• Neutral Sentiment: Exchange-traded funds purchased approximately $35.1 million of JNJ shares on October 29, suggesting institutional demand, though the transaction alone does not establish a lasting change in investor sentiment. ETFs Are Buying Johnson & Johnson
• Negative Sentiment: Some coverage questioned whether JNJ is fully valued after strong recent performance, including a reported 6.71% 30-day return and 31.76% year-to-date gain. That raises the risk that positive Impella news is already reflected in the stock and could limit near-term upside. Johnson & Johnson As Impella Data Fuels The Story, Is The Stock Fully Valued?

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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