Johnson & Johnson $JNJ Stock Bought by MGO One Seven LLC

Key Points

• MGO One Seven LLC increased its Johnson & Johnson stake by 3.5% in the third quarter, bringing its holdings to 126,490 shares valued at approximately $33.5 million. Institutional investors collectively own 69.55% of J&J.
• Analyst sentiment remains positive but mixed, with a consensus “Moderate Buy” rating and an average price target of $275.92. J&J shares opened at $273.39 and trade near their 52-week high, while the stock carries a P/E ratio of 41.42.
• J&J reported third-quarter adjusted EPS of $2.59, beating estimates, and revenue rose 5.9% year over year to $25.40 billion. The company also declared a quarterly dividend of $1.34, equivalent to a 2.0% annualized yield.

MGO One Seven LLC lifted its stake in shares of Johnson & Johnson (NYSE:JNJ - Free Report) by 3.5% in the 3rd quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The fund owned 126,490 shares of the company's stock after buying an additional 4,303 shares during the quarter. Johnson & Johnson comprises about 0.6% of MGO One Seven LLC's holdings, making the stock its 28th biggest holding. MGO One Seven LLC's holdings in Johnson & Johnson were worth $33,487,000 as of its most recent filing with the Securities and Exchange Commission.

Several other large investors have also modified their holdings of JNJ. Jupiter Topco LLC purchased a new stake in Johnson & Johnson in the second quarter valued at $1,967,399,000. Corient Private Wealth LP boosted its stake in Johnson & Johnson by 127.3% in the second quarter. Corient Private Wealth LP now owns 6,060,922 shares of the company's stock valued at $1,539,292,000 after acquiring an additional 3,393,981 shares in the last quarter. Wellington Management Group LLP grew its holdings in shares of Johnson & Johnson by 12.5% during 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 holdings in shares of Johnson & Johnson by 17.5% during 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 purchased a new position in shares of Johnson & Johnson during the first quarter worth about $314,468,000. Institutional investors and hedge funds own 69.55% of the company's stock.

Analysts Set New Price Targets

Several research analysts have commented on the company. Wall Street Zen lowered Johnson & Johnson from a "buy" rating to a "hold" rating in a research report on Saturday, August 1st. Bank of America reissued a "neutral" rating and issued a $278.00 price objective on shares of Johnson & Johnson in a report on Tuesday, September 29th. Guggenheim restated a "buy" rating and set a $287.00 target price on shares of Johnson & Johnson in a research report on Wednesday, October 7th. Johnson Rice cut shares of Johnson & Johnson from a "buy" rating to a "hold" rating in a report on Wednesday, October 21st. Finally, Citigroup upped 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. One investment analyst has rated the stock with a Strong Buy rating, seventeen have given a Buy rating and eight have given a Hold rating to the company. According to data from MarketBeat.com, Johnson & Johnson has an average rating of "Moderate Buy" and a consensus target price of $275.92.

Key Johnson & Johnson News

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 Performance

NYSE JNJ opened at $273.39 on Monday. 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 has a 52-week low of $185.12 and a 52-week high of $282.02. The business's 50-day moving average price is $265.74 and its 200 day moving average price is $246.94. The firm has a market cap of $658.13 billion, a P/E ratio of 41.42, a P/E/G ratio of 2.70 and a beta of 0.22.

Johnson & Johnson (NYSE:JNJ - Get Free Report) last posted 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 firm had revenue of $25.40 billion during the quarter, compared to the consensus estimate of $25.38 billion. Johnson & Johnson had a return on equity of 31.64% and a net margin of 16.20%. The firm's revenue was up 5.9% compared to the same quarter last year. During the same period in the prior year, the business earned $2.80 EPS. 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 earnings per share for the current year.

Johnson & Johnson Dividend Announcement

The business also recently announced a quarterly dividend, which will be paid on Tuesday, December 8th. Stockholders of record on Tuesday, November 24th will be issued a $1.34 dividend. 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 payout ratio is presently 81.21%.

Insider Activity

In other news, EVP Elizabeth Forminard sold 15,918 shares of the company's stock in a transaction that occurred on Thursday, August 6th. The stock was 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 owned 16,994 shares in the company, valued at $4,367,458. This represents a 48.37% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available through this link. Also, EVP Jennifer Taubert sold 15,000 shares of the stock in a transaction on 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 sale, the executive vice president directly 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. Additional details regarding this sale are available in the official SEC disclosure. Over the last 90 days, insiders have sold 64,515 shares of company stock valued at $17,271,766. Company insiders own 0.16% of the company's stock.

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.

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