Johnson & Johnson $JNJ Stock Acquired by Partners Wealth Management LLC

Key Points

• Partners Wealth Management LLC increased its Johnson & Johnson stake by 262.4% in the third quarter, ending with 6,012 shares valued at approximately $1.59 million. Institutional investors collectively own 69.55% of JNJ.
• Johnson & Johnson reported third-quarter adjusted earnings of $2.59 per share, exceeding expectations, while revenue rose 5.9% year over year to $25.4 billion. The company maintained 2026 EPS guidance of $11.05–$11.15.
• Shares trade near their 52-week high, with a consensus “Moderate Buy” rating and average price target of $275.92. Investors are weighing strong pharmaceutical growth and dividend income against MedTech weakness, potential 2027 earnings pressure, elevated valuation, and ongoing litigation risk.

Partners Wealth Management LLC lifted its stake in shares of Johnson & Johnson (NYSE:JNJ - Free Report) by 262.4% in the 3rd quarter, according to its most recent disclosure with the Securities and Exchange Commission. The firm owned 6,012 shares of the company's stock after buying an additional 4,353 shares during the period. Partners Wealth Management LLC's holdings in Johnson & Johnson were worth $1,592,000 at the end of the most recent quarter.

A number of other large investors have also recently made changes to their positions in JNJ. Jupiter Topco LLC purchased a new position in Johnson & Johnson in the 2nd quarter worth $1,967,399,000. Corient Private Wealth LP grew its stake in Johnson & Johnson by 127.3% during the 2nd quarter. Corient Private Wealth LP now owns 6,060,922 shares of the company's stock valued at $1,539,292,000 after purchasing an additional 3,393,981 shares during the last quarter. Wellington Management Group LLP grew its stake in Johnson & Johnson by 12.5% during the 2nd quarter. Wellington Management Group LLP now owns 22,588,696 shares of the company's stock valued at $5,736,851,000 after purchasing an additional 2,513,321 shares during the last quarter. Amundi increased its holdings in shares of Johnson & Johnson by 17.5% in the first quarter. Amundi now owns 13,406,820 shares of the company's stock valued at $3,277,163,000 after purchasing an additional 2,001,139 shares during the period. Finally, SEB Asset Management AB acquired a new position in shares of Johnson & Johnson in the first quarter valued at about $314,468,000. 69.55% of the stock is owned by hedge funds and other institutional investors.

Johnson & Johnson News Summary

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

Analyst Ratings Changes

Several brokerages have recently issued reports on JNJ. Morgan Stanley reduced their price objective 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. Wall Street Zen lowered Johnson & Johnson from a "buy" rating to a "hold" rating in a research report on Saturday, August 1st. Stifel Nicolaus set a $260.00 price target on shares of Johnson & Johnson in a report on Wednesday, July 15th. Freedom Capital raised shares of Johnson & Johnson from a "hold" rating to a "strong-buy" rating in a research report on Thursday, July 16th. Finally, HSBC lifted their price objective on shares of Johnson & Johnson from $290.00 to $320.00 and gave the company a "buy" rating in a research note on Thursday, September 10th. One analyst has rated the stock with a Strong Buy rating, seventeen have assigned a Buy rating and eight have given a Hold rating to the company. Based on data from MarketBeat.com, the company has a consensus rating of "Moderate Buy" and an average price target of $275.92.

Insider Activity

In other news, 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 of the company's stock, valued at $4,367,458. The trade was a 48.37% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available through the SEC website. Also, EVP Jennifer Taubert sold 15,000 shares of the business's stock in a transaction on Monday, August 17th. The shares were 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 of the company's stock, valued at approximately $51,210,615.36. This represents a 7.16% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders sold a total of 64,515 shares of company stock valued at $17,271,766 in the last three months. 0.16% of the stock is currently owned by corporate insiders.

Johnson & Johnson Stock Down 0.7%

Shares of JNJ opened at $273.39 on Friday. The company has a market capitalization of $658.13 billion, a price-to-earnings ratio of 41.42, a PEG ratio of 2.70 and a beta of 0.21. Johnson & Johnson has a 52 week low of $185.12 and a 52 week high of $282.02. The stock's 50-day moving average price is $265.74 and its 200-day moving average price is $246.94. The company has a quick ratio of 0.74, a current ratio of 1.02 and a debt-to-equity ratio of 0.44.

Johnson & Johnson (NYSE:JNJ - Get Free Report) last announced its quarterly earnings results on Tuesday, October 13th. The company reported $2.59 earnings per share for the quarter, beating 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 company had revenue of $25.40 billion during the quarter, compared to analysts' expectations of $25.38 billion. During the same period last year, the business earned $2.80 earnings per share. Johnson & Johnson's quarterly revenue 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, sell-side analysts predict that Johnson & Johnson will post 11.12 EPS for the current year.

Johnson & Johnson Dividend Announcement

The company also recently disclosed a quarterly dividend, which will be paid on Tuesday, December 8th. Stockholders of record on Tuesday, November 24th will be paid a dividend of $1.34 per share. The ex-dividend date of this dividend is Tuesday, November 24th. This represents a $5.36 dividend on an annualized basis and a dividend yield of 2.0%. Johnson & Johnson's dividend payout ratio (DPR) is presently 81.21%.

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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