Johnson & Johnson $JNJ Holdings Lifted by Cooper Financial Group

Cooper Financial Group lifted its position in shares of Johnson & Johnson (NYSE:JNJ) by 29.9% in the third quarter, HoldingsChannel.com reports. The institutional investor owned 14,098 shares of the company’s stock after buying an additional 3,247 shares during the quarter. Cooper Financial Group’s holdings in Johnson & Johnson were worth $3,732,000 at the end of the most recent quarter.

Other institutional investors and hedge funds have also modified their holdings of the company. Silver Coast Investments LLC grew its stake in Johnson & Johnson by 3.8% in the 2nd quarter. Silver Coast Investments LLC now owns 1,066 shares of the company’s stock worth $271,000 after acquiring an additional 39 shares during the period. Townsend Asset Management Corp NC ADV lifted its stake in shares of Johnson & Johnson by 0.6% during the 2nd quarter. Townsend Asset Management Corp NC ADV now owns 6,418 shares of the company’s stock worth $1,630,000 after purchasing an additional 39 shares during the period. Triumph Capital Management boosted its holdings in shares of Johnson & Johnson by 1.6% during the second quarter. Triumph Capital Management now owns 2,531 shares of the company’s stock worth $643,000 after purchasing an additional 39 shares during the last quarter. Kwmg LLC grew its position in shares of Johnson & Johnson by 1.7% in the third quarter. Kwmg LLC now owns 2,383 shares of the company’s stock valued at $631,000 after purchasing an additional 39 shares during the period. Finally, Denali Advisors LLC increased its stake in Johnson & Johnson by 1.2% in the second quarter. Denali Advisors LLC now owns 3,305 shares of the company’s stock valued at $839,000 after purchasing an additional 40 shares during the last quarter. Hedge funds and other institutional investors own 69.55% of the company’s stock.

Insider Buying and Selling at Johnson & Johnson

In other news, EVP Vanessa Broadhurst sold 23,054 shares of the company’s stock in a transaction 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 completion of the sale, the executive vice president directly owned 23,003 shares of the company’s stock, valued at $5,779,963.81. This represents a 50.06% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which is available at the SEC website. Also, EVP Elizabeth Forminard sold 15,918 shares of the company’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 sale, the executive vice president directly owned 16,994 shares of the company’s stock, valued at $4,367,458. This represents a 48.37% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Over the last 90 days, insiders sold 87,569 shares of company stock worth $23,064,544. 0.16% of the stock is currently owned by company insiders.

Analysts Set New Price Targets

JNJ has been the topic of several research analyst reports. UBS Group reissued a “buy” rating on shares of Johnson & Johnson in a research report on Tuesday, September 22nd. Wells Fargo & Company increased their target price on Johnson & Johnson from $272.00 to $282.00 and gave the company an “overweight” rating in a research note on Monday, August 3rd. Argus set a $300.00 price target on shares of Johnson & Johnson in a report on Wednesday, July 29th. Morgan Stanley lifted their price objective on Johnson & Johnson from $284.00 to $294.00 and gave the stock an “overweight” rating in a report on Thursday, July 16th. Finally, Weiss Ratings upgraded shares of Johnson & Johnson from a “buy (b-)” rating to a “buy (b)” rating in a research note on Friday, July 24th. One equities research analyst has rated the stock with a Strong Buy rating, eighteen have given a Buy rating and six have assigned a Hold rating to the company. Based on data from MarketBeat, Johnson & Johnson currently has a consensus rating of “Moderate Buy” and an average target price of $276.22.

Johnson & Johnson Stock Performance

JNJ stock traded up $3.47 during trading on Wednesday, reaching $258.25. 5,394,094 shares of the company’s stock were exchanged, compared to its average volume of 7,981,786. The company’s fifty day moving average price is $265.71 and its 200-day moving average price is $248.78. The firm has a market cap of $622.35 billion, a PE ratio of 29.92, a P/E/G ratio of 2.48 and a beta of 0.21. 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 1-year low of $184.66 and a 1-year high of $281.07.

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

Johnson & Johnson Dividend Announcement

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

More Johnson & Johnson News

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

• Positive Sentiment: Analyst support: Guggenheim reaffirmed its “Buy” rating and set a $287 price target, implying further upside from recent trading levels. RBC Capital Markets has also maintained its “Buy” rating. RBC Capital Keeps Their Buy Rating on Johnson & Johnson
• Positive Sentiment: Pipeline progress: Johnson & Johnson reported that the Tecvayli-Talvey combination reduced the relative risk of disease progression or death by 89% and the risk of death by 62% in relapsed or refractory multiple myeloma. The results support potential expansion of the company’s oncology franchise. 2026 Cancer Treatment Advances
• Positive Sentiment: Two-year Phase 3 data for oral psoriasis treatment ICOTYDE showed sustained skin clearance and consistent safety through Week 112, potentially adding another growth product to the Innovative Medicines portfolio. ICOTYDE Long-Term Psoriasis Data
• Positive Sentiment: Recent quarterly results showed 6.6% revenue growth, adjusted EPS above consensus and increased 2026 guidance, reinforcing the view that J&J may be developing into more than a purely defensive healthcare stock. Johnson & Johnson Is Becoming a Growth Stock
• Neutral Sentiment: J&J’s 64-year record of dividend increases continues to attract income investors, although the stock’s valuation means investors are paying for part of that quality and expected growth.
• Negative Sentiment: Investors remain concerned about upcoming patent and biosimilar pressure, a slower MedTech recovery, and ongoing talc litigation. These issues could limit earnings growth and offset strength in Innovative Medicines. Johnson & Johnson Dividend and Risk Analysis

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.