Maryland State Retirement & Pension System lifted its position in Johnson & Johnson (NYSE:JNJ – Free Report) by 13.9% in the third quarter, according to its most recent Form 13F filing with the SEC. The firm owned 147,725 shares of the company’s stock after purchasing an additional 18,023 shares during the period. Maryland State Retirement & Pension System’s holdings in Johnson & Johnson were worth $39,109,000 at the end of the most recent quarter.
Several other hedge funds and other institutional investors also recently bought and sold shares of JNJ. Wellington Management Group LLP raised its position in Johnson & Johnson by 12.5% during the 2nd quarter. Wellington Management Group LLP now owns 22,588,696 shares of the company’s stock valued at $5,736,851,000 after purchasing an additional 2,513,321 shares in the last quarter. Deutsche Bank AG grew its position in shares of Johnson & Johnson by 8.5% during the 2nd quarter. Deutsche Bank AG now owns 15,661,323 shares of the company’s stock worth $3,977,506,000 after buying an additional 1,225,676 shares in the last quarter. Amundi grew its position in shares of Johnson & Johnson by 17.5% during the 1st quarter. Amundi now owns 13,406,820 shares of the company’s stock worth $3,277,163,000 after buying an additional 2,001,139 shares in the last quarter. Janus Henderson Group PLC increased its stake in shares of Johnson & Johnson by 1.9% during the first quarter. Janus Henderson Group PLC now owns 7,872,478 shares of the company’s stock valued at $1,924,323,000 after buying an additional 148,497 shares during the period. Finally, Jupiter Topco LLC purchased a new position in shares of Johnson & Johnson during the second quarter valued at $1,967,399,000. Institutional investors own 69.55% of the company’s stock.
Insider Buying and Selling at Johnson & Johnson
In other news, EVP Timothy Schmid sold 33,597 shares of the firm’s stock in a transaction on Wednesday, September 2nd. The stock was 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 $6,991,308.78. This trade represents a 56.90% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available through this hyperlink. Also, EVP Jennifer Taubert sold 15,000 shares of the business’s 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 transaction, the executive vice president owned 194,451 shares in the company, valued at approximately $51,210,615.36. This trade represents a 7.16% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Corporate insiders own 0.16% of the company’s stock.
Johnson & Johnson Trading Down 0.1%
JNJ opened at $280.52 on Thursday. The company has a current ratio of 1.02, a quick ratio of 0.74 and a debt-to-equity ratio of 0.44. The firm has a market cap of $675.29 billion, a price-to-earnings ratio of 42.50, a PEG ratio of 2.78 and a beta of 0.22. Johnson & Johnson has a 12 month low of $193.07 and a 12 month high of $283.25. The stock has a fifty day moving average price of $266.67 and a 200-day moving average price of $249.23.
Johnson & Johnson (NYSE:JNJ – Get Free Report) last released its quarterly earnings results on Tuesday, October 13th. The company reported $2.59 earnings per share for the quarter, beating analysts’ consensus estimates 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 net margin of 16.20% and a return on equity of 31.64%. The company’s revenue was up 5.9% compared to the same quarter last year. During the same period last year, the business earned $2.80 EPS. Johnson & Johnson has set its FY 2026 guidance at 11.050-11.150 EPS. As a group, equities research analysts anticipate that Johnson & Johnson will post 11.12 earnings per share for the current fiscal year.
Johnson & Johnson Dividend Announcement
The firm also recently disclosed a quarterly dividend, which will be paid on Tuesday, December 8th. Stockholders of record on Tuesday, November 24th will be issued a dividend of $1.34 per share. This represents a $5.36 annualized dividend and a dividend yield of 1.9%. The ex-dividend date is Tuesday, November 24th. Johnson & Johnson’s dividend payout ratio is currently 81.21%.
Analysts Set New Price Targets
A number of analysts recently weighed in on JNJ shares. The Goldman Sachs Group reaffirmed a “buy” rating and issued a $282.00 price objective on shares of Johnson & Johnson in a research note on Thursday, July 16th. TD Cowen reissued a “buy” rating on shares of Johnson & Johnson in a research report on Tuesday, October 20th. Wells Fargo & Company boosted their price target on shares of Johnson & Johnson from $275.00 to $287.00 and gave the company an “overweight” rating in a report on Friday, October 16th. Stifel Nicolaus set a $260.00 price target on shares of Johnson & Johnson in a research report on Wednesday, July 15th. Finally, Evercore set a $300.00 price objective on shares of Johnson & Johnson in a research note on Tuesday, October 20th. One research analyst has rated the stock with a Strong Buy rating, seventeen have assigned a Buy rating and eight have given a Hold rating to the company. According to data from MarketBeat.com, Johnson & Johnson presently has a consensus rating of “Moderate Buy” and a consensus price target of $275.92.
Get Our Latest Analysis on JNJ
More Johnson & Johnson News
Here’s some of the latest news about JNJ:
- Positive Sentiment: J&J reported that a second pivotal Phase 3 trial of CAPLYTA met its primary and key secondary endpoints for bipolar I mania, with symptom improvement seen as early as Day 3. The two positive trials support a planned U.S. FDA submission, adding a potential growth opportunity. Reuters article
- Positive Sentiment: Oncology sales rose 16.8% to $22 billion in the first nine months of 2026, supported by established medicines and new launches. Another article points to recent launches and business changes as potential support for double-digit growth by 2030, though that outlook is prospective. Oncology sales article
- Negative Sentiment: A Massachusetts jury awarded $3.3 million, including interest, to a family in a mesothelioma case tied to J&J talc-based baby powder. The award adds to the company’s ongoing talc litigation exposure. Verdict announcement
About Johnson & Johnson
Johnson & Johnson is a global healthcare company that develops and sells prescription medicines and medical technologies. Its business is organized around two segments: Innovative Medicine and MedTech. Innovative Medicine develops treatments in areas including oncology, immunology, neuroscience, cardiovascular and metabolic disease, and pulmonary hypertension. MedTech provides products and technologies for fields such as surgery, orthopedics, and vision care. Founded in 1886, Johnson & Johnson serves patients and healthcare professionals in markets around the world.
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