Johnson & Johnson $JNJ Stock Sold by Curated Wealth Partners LLC

Key Points

• Curated Wealth Partners sharply reduced its Johnson & Johnson stake by 96.9% in the third quarter, selling 179,832 shares and retaining 5,763 shares valued at approximately $1.53 million. Institutional investors collectively own 69.55% of J&J.
• Johnson & Johnson exceeded third-quarter expectations with adjusted EPS of $2.59 and revenue of $25.40 billion, up 5.9% year over year, while maintaining 2026 adjusted EPS guidance of approximately $11.05–$11.15.
• The company declared a quarterly dividend of $1.34 per share, equivalent to a $5.36 annualized payout and a 2.1% yield. However, insiders sold $23.1 million of stock over the past three months, and MedTech sales weakness and potential restructuring concerns remain investor risks.

Curated Wealth Partners LLC decreased its holdings in shares of Johnson & Johnson (NYSE:JNJ - Free Report) by 96.9% in the 3rd quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The firm owned 5,763 shares of the company's stock after selling 179,832 shares during the quarter. Curated Wealth Partners LLC's holdings in Johnson & Johnson were worth $1,526,000 at the end of the most recent quarter.

Several other hedge funds have also recently added to or reduced their stakes in the business. Purus Wealth Management LLC grew its position in Johnson & Johnson by 3.9% in the 3rd quarter. Purus Wealth Management LLC now owns 3,601 shares of the company's stock worth $953,000 after purchasing an additional 136 shares during the last quarter. Covenant Asset Management LLC increased its holdings in shares of Johnson & Johnson by 78.9% during the 3rd quarter. Covenant Asset Management LLC now owns 22,724 shares of the company's stock worth $6,016,000 after purchasing an additional 10,024 shares during the period. Kellett Wealth Advisors LLC raised its position in shares of Johnson & Johnson by 2.3% during the third quarter. Kellett Wealth Advisors LLC now owns 2,571 shares of the company's stock valued at $681,000 after buying an additional 58 shares during the last quarter. Colorado Capital Management Inc. raised its position in shares of Johnson & Johnson by 2.5% during the third quarter. Colorado Capital Management Inc. now owns 2,231 shares of the company's stock valued at $591,000 after buying an additional 54 shares during the last quarter. Finally, B.A. Schrock Wealth Management Inc. acquired a new position in shares of Johnson & Johnson during the third quarter valued at about $5,553,000. Institutional investors own 69.55% of the company's stock.

Insider Buying and Selling at Johnson & Johnson

In other Johnson & Johnson news, EVP Elizabeth Forminard sold 15,918 shares of the firm's stock in a transaction dated 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 owned 16,994 shares in the company, valued at $4,367,458. This trade represents a 48.37% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available at this link. Also, EVP Vanessa Broadhurst sold 23,054 shares of Johnson & Johnson stock in a transaction that occurred on Monday, July 20th. The shares were sold at an average price of $251.27, for a total value of $5,792,778.58. Following the sale, the executive vice president directly owned 23,003 shares in the company, valued at $5,779,963.81. The trade was a 50.06% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. In the last three months, insiders sold 87,569 shares of company stock worth $23,064,544. Insiders own 0.16% of the company's stock.

Johnson & Johnson Stock Down 0.1%

JNJ opened at $253.68 on Friday. The company has a market capitalization of $611.35 billion, a P/E ratio of 38.44, a P/E/G ratio of 2.59 and a beta of 0.21. The company has a debt-to-equity ratio of 0.44, a current ratio of 1.09 and a quick ratio of 0.81. The firm's fifty day moving average price is $265.73 and its two-hundred day moving average price is $249.57. Johnson & Johnson has a fifty-two week low of $184.66 and a fifty-two week high of $281.07.

Johnson & Johnson (NYSE:JNJ - Get Free Report) last announced its quarterly earnings data on Tuesday, October 13th. The company reported $2.59 earnings per share (EPS) for the quarter, beating analysts' consensus estimates of $2.53 by $0.06. Johnson & Johnson had a net margin of 16.20% and a return on equity of 31.54%. The company had revenue of $25.40 billion during the quarter, compared to analysts' expectations of $25.38 billion. During the same quarter in the prior year, the company posted $2.80 EPS. The business's 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, analysts anticipate 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. Stockholders of record on Tuesday, November 24th will be given a dividend of $1.34 per share. This represents a $5.36 annualized dividend and a dividend yield of 2.1%. The ex-dividend date is Tuesday, November 24th. Johnson & Johnson's payout ratio is 81.21%.

Key Headlines Impacting Johnson & Johnson

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

• Positive Sentiment: Johnson & Johnson reported third-quarter adjusted earnings of $2.59 per share and revenue of $25.40 billion, exceeding consensus estimates. Revenue increased 5.9% year over year, led by 7.9% growth in Innovative Medicine. J&J Q3 2026 Earnings Call Transcript
• Positive Sentiment: Management raised its 2026 sales and earnings outlook, with guidance of approximately $11.05–$11.15 in adjusted EPS. Executives also highlighted pipeline products and MedTech innovation as potential sources of future growth. JNJ Q3 Earnings Call Highlights
• Positive Sentiment: Morgan Stanley maintained an “overweight” rating, while RBC retained an “outperform” rating, indicating that analysts still see potential upside despite trimming their price targets. Technical analysts also identified support near $246. Morgan Stanley JNJ Price Target
• Neutral Sentiment: Johnson & Johnson plans an enterprise review on December 8 and is targeting a potential mid-2027 spinoff of its DePuy Synthes orthopedics business. These initiatives could clarify the company’s growth strategy but may also create execution and earnings-dilution concerns. J&J MedTech Orthopedics Spinoff
• Negative Sentiment: MedTech sales missed Wall Street expectations, with weakness attributed partly to China pricing pressure and European budget cuts. Investors viewed the device business as a key reason the stock fell sharply following earnings. Johnson & Johnson Stock Falls as MedTech Misses
• Negative Sentiment: Analysts lowered several price targets after the results, citing mixed pharmaceutical trends, acquisition costs, talc-related charges and potential 2027 dilution. The concerns are more significant because JNJ trades at a premium earnings multiple versus the broader market. Analysts Cut JNJ Forecasts

Wall Street Analyst Weigh In

JNJ has been the topic of a number of recent research reports. The Goldman Sachs Group reissued a "buy" rating and set a $282.00 target price on shares of Johnson & Johnson in a research report on Thursday, July 16th. Stifel Nicolaus set a $260.00 price target on Johnson & Johnson in a research note on Wednesday, July 15th. UBS Group set a $270.00 price target on Johnson & Johnson in a report on Wednesday. Guggenheim reaffirmed a "buy" rating and issued a $287.00 price target on shares of Johnson & Johnson in a report on Wednesday, October 7th. Finally, Royal Bank Of Canada reduced their price objective on Johnson & Johnson from $290.00 to $280.00 and set an "outperform" rating for the company in a research report on Wednesday. One investment analyst has rated the stock with a Strong Buy rating, eighteen have issued a Buy rating and six have given a Hold rating to the company. Based on data from MarketBeat, Johnson & Johnson currently has a consensus rating of "Moderate Buy" and a consensus price target of $274.35.

About Johnson & Johnson

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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