Johnson & Johnson $JNJ Stock Purchased by Columbus Macro LLC

Key Points

• Columbus Macro LLC increased its Johnson & Johnson stake by 14.2% in the third quarter, purchasing 5,086 additional shares. Its 40,953-share position was valued at approximately $10.8 million, while institutional investors collectively own 69.55% of JNJ.
• Johnson & Johnson beat third-quarter earnings expectations, reporting adjusted EPS of $2.59 versus the $2.53 consensus and revenue of $25.4 billion, up 5.9% year over year. The company also raised its 2026 guidance to $101.0 billion-$101.4 billion in revenue and $11.05-$11.15 in adjusted EPS.
• The company declared a quarterly dividend of $1.34 per share, or $5.36 annualized, representing a yield of roughly 2.1%. Analysts maintain a “Moderate Buy” consensus rating with an average price target of $273.61.

Columbus Macro LLC raised its holdings in Johnson & Johnson (NYSE:JNJ - Free Report) by 14.2% in the 3rd quarter, according to the company in its most recent 13F filing with the SEC. The fund owned 40,953 shares of the company's stock after purchasing an additional 5,086 shares during the quarter. Johnson & Johnson makes up about 1.0% of Columbus Macro LLC's investment portfolio, making the stock its 26th largest position. Columbus Macro LLC's holdings in Johnson & Johnson were worth $10,842,000 at the end of the most recent quarter.

Other institutional investors and hedge funds also recently bought and sold shares of the company. Silver Coast Investments LLC increased its stake in shares of Johnson & Johnson by 3.8% in 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 in the last quarter. Townsend Asset Management Corp NC ADV raised 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 valued at $1,630,000 after buying an additional 39 shares during the last quarter. Triumph Capital Management raised its holdings in shares of Johnson & Johnson by 1.6% in the second quarter. Triumph Capital Management now owns 2,531 shares of the company's stock valued at $643,000 after buying an additional 39 shares during the last quarter. Kwmg LLC lifted its position in Johnson & Johnson by 1.7% during the 3rd quarter. Kwmg LLC now owns 2,383 shares of the company's stock worth $631,000 after buying an additional 39 shares in the last quarter. Finally, Denali Advisors LLC lifted its position in Johnson & Johnson by 1.2% during the 2nd quarter. Denali Advisors LLC now owns 3,305 shares of the company's stock worth $839,000 after buying an additional 40 shares in the last quarter. Institutional investors and hedge funds own 69.55% of the company's stock.

More Johnson & Johnson News

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

• Positive Sentiment: JNJ exceeded third-quarter adjusted earnings expectations, reporting EPS of $2.59 versus a $2.53 consensus, while revenue rose 5.9% year over year to $25.4 billion. Innovative Medicine was the primary growth engine, with reported 7.9% growth and strong demand for newer products. Johnson & Johnson reports Q3 2026 results and raises 2026 guidance
• Positive Sentiment: The company raised its 2026 outlook to $101.0 billion-$101.4 billion in revenue and $11.05-$11.15 in adjusted EPS. The improved forecast provides support for the stock despite the quarter’s mixed details. JNJ Q3 earnings call highlights
• Positive Sentiment: JNJ declared a quarterly dividend of $1.34 per share, equivalent to $5.36 annually and approximately a 2.2% yield, reinforcing its appeal to income-focused investors. Johnson & Johnson announces quarterly dividend

Johnson & Johnson Trading Up 2.0%

JNJ stock opened at $253.49 on Thursday. The company has a quick ratio of 0.81, a current ratio of 1.09 and a debt-to-equity ratio of 0.44. Johnson & Johnson has a twelve month low of $184.66 and a twelve month high of $281.07. The company has a market cap of $610.89 billion, a P/E ratio of 38.41, a PEG ratio of 2.54 and a beta of 0.21. The business has a fifty day moving average of $265.80 and a 200-day moving average of $249.47.

Johnson & Johnson (NYSE:JNJ - Get Free Report) last posted its quarterly earnings results on Tuesday, October 13th. The company reported $2.59 earnings per share (EPS) for the quarter, beating the consensus estimate of $2.53 by $0.06. The business 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 31.54% and a net margin of 16.20%. The firm's quarterly revenue was up 5.9% compared to the same quarter last year. During the same quarter last year, the business earned $2.80 earnings per share. Johnson & Johnson has set its FY 2026 guidance at 11.050-11.150 EPS. As a group, equities research analysts expect that Johnson & Johnson will post 11.10 EPS for the current year.

Johnson & Johnson Dividend Announcement

The firm also recently announced a quarterly dividend, which will be paid on Tuesday, December 8th. Shareholders of record on Tuesday, November 24th will be given a dividend of $1.34 per share. The ex-dividend date is Tuesday, November 24th. This represents a $5.36 dividend on an annualized basis and a yield of 2.1%. Johnson & Johnson's dividend payout ratio is presently 62.11%.

Insider Buying and Selling at Johnson & Johnson

In other news, EVP Jennifer Taubert sold 15,000 shares of the firm's stock in a transaction dated Monday, August 17th. The shares were sold at an average price of $263.36, for a total value of $3,950,400.00. Following the transaction, the executive vice president owned 194,451 shares of the company's stock, valued at approximately $51,210,615.36. This trade represents a 7.16% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available through this hyperlink. Also, EVP Vanessa Broadhurst sold 23,054 shares of Johnson & Johnson stock in a transaction that occurred on Monday, July 20th. The stock was sold at an average price of $251.27, for a total transaction of $5,792,778.58. Following the sale, the executive vice president owned 23,003 shares of the company's stock, valued at approximately $5,779,963.81. This represents a 50.06% decrease in their position. The SEC filing for this sale provides additional information. Insiders sold a total of 87,569 shares of company stock worth $23,064,544 over the last quarter. Company insiders own 0.16% of the company's stock.

Analyst Upgrades and Downgrades

A number of equities research analysts have commented on the stock. Bank of America reissued a "neutral" rating and set a $278.00 price objective on shares of Johnson & Johnson in a report on Tuesday, September 29th. Wall Street Zen downgraded shares of Johnson & Johnson from a "buy" rating to a "hold" rating in a research note on Saturday, August 1st. Sanford C. Bernstein reiterated a "market perform" rating on shares of Johnson & Johnson in a research report on Wednesday. Scotiabank reissued an "outperform" rating and set a $305.00 price target on shares of Johnson & Johnson in a research note on Thursday, July 16th. Finally, 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 note on Monday, October 5th. One analyst has rated the stock with a Strong Buy rating, eighteen have assigned a Buy rating and six have given a Hold rating to the stock. Based on data from MarketBeat.com, the stock presently has an average rating of "Moderate Buy" and an average target price of $273.61.

Johnson & Johnson Profile

Johnson & Johnson NYSE: JNJ is a global healthcare company that develops, manufactures and markets products through two primary business segments: Innovative Medicine and MedTech. Its operations serve patients, healthcare professionals and consumers in markets around the world.

The Innovative Medicine segment focuses on prescription medicines in areas including immunology, oncology, neuroscience, cardiovascular and metabolic disease, infectious diseases, and pulmonary hypertension.

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