Johnson & Johnson $JNJ Stock Sold by Ninety One UK Ltd

Ninety One UK Ltd cut its stake in shares of Johnson & Johnson (NYSE:JNJ) by 4.2% in the 3rd quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 6,491,294 shares of the company’s stock after selling 285,326 shares during the period. Johnson & Johnson accounts for 4.0% of Ninety One UK Ltd’s holdings, making the stock its 4th largest position. Ninety One UK Ltd owned about 0.27% of Johnson & Johnson worth $1,718,505,000 as of its most recent filing with the Securities & Exchange Commission.

Other institutional investors also recently made changes to their positions in the company. Wellington Management Group LLP increased its stake in shares of Johnson & Johnson by 12.5% during the second quarter. Wellington Management Group LLP now owns 22,588,696 shares of the company’s stock worth $5,736,851,000 after purchasing an additional 2,513,321 shares during the period. Deutsche Bank AG lifted its holdings in 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 purchasing an additional 1,225,676 shares during the last quarter. Amundi lifted its holdings in 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 purchasing an additional 2,001,139 shares during the last quarter. Jupiter Topco LLC bought a new stake in Johnson & Johnson in the 2nd quarter valued at $1,967,399,000. Finally, Janus Henderson Group PLC boosted its stake in Johnson & Johnson by 1.9% in the 1st quarter. Janus Henderson Group PLC now owns 7,872,478 shares of the company’s stock valued at $1,924,323,000 after purchasing an additional 148,497 shares during the period. Institutional investors own 69.55% of the company’s stock.

Analyst Upgrades and Downgrades

A number of research analysts have commented on JNJ shares. Leerink Partners decreased their price objective on Johnson & Johnson from $276.00 to $272.00 and set an “outperform” rating on the stock in a report on Wednesday. Bank of America reissued a “neutral” rating and set a $278.00 target price on shares of Johnson & Johnson in a report on Tuesday, September 29th. HSBC lifted their target price on Johnson & Johnson from $290.00 to $320.00 and gave the stock a “buy” rating in a report on Thursday, September 10th. Citigroup boosted their target price on shares of Johnson & Johnson from $298.00 to $303.00 and gave the company a “buy” rating in a research report on Monday, October 5th. Finally, Guggenheim restated a “buy” rating and issued a $287.00 price target on shares of Johnson & Johnson in a research note on Wednesday, October 7th. One investment analyst has rated the stock with a Strong Buy rating, eighteen have given a Buy rating and six have issued a Hold rating to the company’s stock. According to MarketBeat.com, Johnson & Johnson currently has a consensus rating of “Moderate Buy” and an average price target of $274.35.

Johnson & Johnson Stock Down 0.1%

Shares of JNJ opened at $253.68 on Friday. The company has a current ratio of 1.09, a quick ratio of 0.81 and a debt-to-equity ratio of 0.44. Johnson & Johnson has a 12 month low of $184.66 and a 12 month high of $281.07. The firm’s 50 day moving average is $265.73 and its 200-day moving average is $249.57. The stock has a market capitalization of $611.35 billion, a PE ratio of 38.44, a P/E/G ratio of 2.59 and a beta of 0.21.

Johnson & Johnson (NYSE:JNJ) last issued 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 during 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 revenue for the quarter was up 5.9% compared to the same quarter last year. During the same period in the previous year, the company posted $2.80 earnings per share. Johnson & Johnson has set its FY 2026 guidance at 11.050-11.150 EPS. Equities research analysts forecast that Johnson & Johnson will post 11.10 EPS for the current year.

Johnson & Johnson Dividend Announcement

The business also recently disclosed a quarterly dividend, which will be paid on Tuesday, December 8th. Shareholders of record on Tuesday, November 24th will be issued a $1.34 dividend. The ex-dividend date of this dividend is Tuesday, November 24th. This represents a $5.36 annualized dividend and a yield of 2.1%. Johnson & Johnson’s payout ratio is currently 81.21%.

Insider Buying and Selling

In other news, EVP Elizabeth Forminard sold 15,918 shares of the stock in a transaction on Thursday, August 6th. The stock was 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 approximately $4,367,458. This represents a 48.37% decrease in their position. The transaction was disclosed in a document filed with the SEC, which can be accessed through this hyperlink. Also, EVP Vanessa Broadhurst sold 23,054 shares of the firm’s stock in a transaction on Monday, July 20th. The stock was sold at an average price of $251.27, for a total value of $5,792,778.58. Following the completion of the transaction, the executive vice president owned 23,003 shares in the company, valued at $5,779,963.81. The trade was a 50.06% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders sold 87,569 shares of company stock valued at $23,064,544 over the last 90 days. 0.16% of the stock is currently owned by insiders.

Johnson & Johnson News Summary

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

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.