Johnson & Johnson $JNJ Shares Sold by Iowa State Bank

Iowa State Bank decreased its holdings in shares of Johnson & Johnson (NYSE:JNJ) by 6.5% in the 3rd quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The institutional investor owned 31,226 shares of the company’s stock after selling 2,168 shares during the period. Johnson & Johnson makes up 1.3% of Iowa State Bank’s portfolio, making the stock its 24th biggest holding. Iowa State Bank’s holdings in Johnson & Johnson were worth $8,267,000 as of its most recent SEC filing.

A number of other hedge funds and other institutional investors have also made changes to their positions in the business. Auto Owners Insurance Co lifted its position in shares of Johnson & Johnson by 22,225.6% in the 4th quarter. Auto Owners Insurance Co now owns 69,419,308 shares of the company’s stock valued at $1,436,633,000 after acquiring an additional 69,108,368 shares in the last quarter. Jupiter Topco LLC purchased a new position in Johnson & Johnson during the 2nd quarter worth approximately $1,967,399,000. Diamant Asset Management Inc. raised its stake in Johnson & Johnson by 24,436.5% during the 1st quarter. Diamant Asset Management Inc. now owns 4,473,008 shares of the company’s stock valued at $109,338,000 after purchasing an additional 4,454,778 shares during the period. Corient Private Wealth LP lifted its holdings in shares of 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 purchasing an additional 3,393,981 shares in the last quarter. Finally, Wellington Management Group LLP boosted its position in shares of Johnson & Johnson by 12.5% in the second quarter. Wellington Management Group LLP now owns 22,588,696 shares of the company’s stock worth $5,736,851,000 after buying an additional 2,513,321 shares during the period. 69.55% of the stock is currently owned by institutional investors.

Wall Street Analysts Forecast Growth

Several research firms recently weighed in on JNJ. JPMorgan Chase & Co. upped their price target on Johnson & Johnson from $270.00 to $285.00 and gave the company a “neutral” rating in a research report on Tuesday, September 29th. Weiss Ratings raised Johnson & Johnson from a “buy (b-)” rating to a “buy (b)” rating in a research note on Friday, July 24th. Argus set a $300.00 target price on Johnson & Johnson in a report on Wednesday, July 29th. Morgan Stanley increased their price target on shares of Johnson & Johnson from $284.00 to $294.00 and gave the stock an “overweight” rating in a research report on Thursday, July 16th. Finally, UBS Group reaffirmed a “buy” rating on shares of Johnson & Johnson in a research report on Tuesday, September 22nd. One analyst has rated the stock with a Strong Buy rating, eighteen have issued a Buy rating and six have assigned a Hold rating to the company’s stock. According to MarketBeat, Johnson & Johnson currently has a consensus rating of “Moderate Buy” and a consensus price target of $276.22.

Johnson & Johnson News Summary

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

• Positive Sentiment: Johnson & Johnson’s diversified pharmaceutical, medical-device and consumer-health businesses, along with new drug launches and sales growth, give it an advantage over Pfizer despite Pfizer’s lower valuation and higher dividend yield. Pfizer vs. J&J: Comparing Growth, Patent Risks and Valuation
• Positive Sentiment: Analysts and financial commentators continue to view J&J as a defensive dividend holding: demand for healthcare products may remain resilient during an economic downturn, supporting its long record of dividend increases. Looking for a Dividend Stock That Can Weather a Downturn?
• Neutral Sentiment: J&J and Procter & Gamble trade at similar valuations, with the investment comparison centered on which company can sustain dividend growth over the next two decades. The discussion supports J&J’s income-investment appeal but does not introduce a new company-specific catalyst. Johnson & Johnson or Procter & Gamble
• Neutral Sentiment: Johnson & Johnson is expected to report earnings on October 13. Although earnings are projected to grow, one analysis says the company lacks the usual combination of estimate revisions and other factors associated with a likely earnings beat, potentially limiting pre-earnings optimism. Johnson & Johnson Earnings Expected to Grow
• Negative Sentiment: Investors remain concerned that a roughly $4 billion revenue patent cliff in 2027 could pressure growth. The key issue is whether J&J’s replacement pipeline and new launches can offset the loss of exclusivity, making the upcoming earnings report more important than the quarterly EPS result alone. Why a $4 Billion 2027 Patent Cliff Matters

Insider Buying and Selling at Johnson & Johnson

In related news, EVP Timothy Schmid sold 33,597 shares of Johnson & Johnson stock in a transaction on Wednesday, September 2nd. The shares were sold at an average price of $274.74, for a total value of $9,230,439.78. Following the completion of the sale, the executive vice president owned 25,447 shares of the company’s stock, valued at approximately $6,991,308.78. The trade was a 56.90% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this link. Also, EVP Jennifer L. 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 transaction of $3,950,400.00. Following the transaction, the executive vice president directly owned 194,451 shares in the company, valued at $51,210,615.36. The trade was a 7.16% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Over the last ninety days, insiders sold 87,569 shares of company stock valued at $23,064,544. 0.16% of the stock is currently owned by insiders.

Johnson & Johnson Stock Up 0.6%

JNJ stock traded up $1.52 during mid-day trading on Tuesday, hitting $254.45. The stock had a trading volume of 2,366,547 shares, compared to its average volume of 7,977,621. Johnson & Johnson has a 1-year low of $182.94 and a 1-year high of $281.07. The company has a fifty day moving average of $266.10 and a 200 day moving average of $248.51. The company has a current ratio of 1.09, a quick ratio of 0.81 and a debt-to-equity ratio of 0.44. The stock has a market capitalization of $613.19 billion, a price-to-earnings ratio of 29.48, a PEG ratio of 2.52 and a beta of 0.21.

Johnson & Johnson (NYSE:JNJ) last announced its quarterly earnings results on Wednesday, July 15th. The company reported $2.90 earnings per share (EPS) for the quarter, beating the consensus estimate of $2.84 by $0.06. The business had revenue of $25.31 billion during the quarter, compared to analyst estimates of $25.06 billion. Johnson & Johnson had a return on equity of 32.42% and a net margin of 21.48%.The firm’s revenue was up 6.6% on a year-over-year basis. During the same period in the previous year, the company earned $2.77 EPS. Johnson & Johnson has set its FY 2026 guidance at 11.600-11.750 EPS. On average, equities analysts expect that Johnson & Johnson will post 11.54 EPS for the current fiscal year.

Johnson & Johnson Dividend Announcement

The firm also recently announced a quarterly dividend, which was paid on Tuesday, September 8th. Shareholders of record on Tuesday, August 25th were paid a $1.34 dividend. The ex-dividend date was Tuesday, August 25th. This represents a $5.36 dividend on an annualized basis and a yield of 2.1%. Johnson & Johnson’s payout ratio is 62.11%.

Johnson & Johnson Company 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.