NTV Asset Management LLC Purchases 4,128 Shares of Johnson & Johnson $JNJ

NTV Asset Management LLC raised its position in shares of Johnson & Johnson (NYSE:JNJ) by 12.5% in the third quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm owned 37,037 shares of the company’s stock after acquiring an additional 4,128 shares during the period. Johnson & Johnson makes up 0.9% of NTV Asset Management LLC’s portfolio, making the stock its 26th biggest holding. NTV Asset Management LLC’s holdings in Johnson & Johnson were worth $9,805,000 at the end of the most recent reporting period.

Other hedge funds and other institutional investors also recently made changes to their positions in the company. Wellington Management Group LLP grew its holdings in Johnson & Johnson by 12.5% in 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 buying an additional 2,513,321 shares during the last quarter. Deutsche Bank AG boosted its position in shares of Johnson & Johnson by 8.5% in the second quarter. Deutsche Bank AG now owns 15,661,323 shares of the company’s stock valued at $3,977,506,000 after acquiring an additional 1,225,676 shares during the period. Amundi increased its position in Johnson & Johnson by 17.5% during the first quarter. Amundi now owns 13,406,820 shares of the company’s stock worth $3,277,163,000 after acquiring an additional 2,001,139 shares during the period. Janus Henderson Group PLC raised its stake in Johnson & Johnson by 1.9% during 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 last quarter. Finally, Jupiter Topco LLC acquired a new position in Johnson & Johnson during the 2nd quarter valued at $1,967,399,000. 69.55% of the stock is owned by institutional investors and hedge funds.

Johnson & Johnson Trading Up 0.9%

Shares of Johnson & Johnson stock opened at $268.82 on Wednesday. The firm’s 50-day simple moving average is $265.59 and its 200-day simple moving average is $245.94. Johnson & Johnson has a twelve month low of $184.66 and a twelve month high of $281.07.

Johnson & Johnson (NYSE:JNJ) last released its quarterly earnings data 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 company had revenue of $25.40 billion for the quarter, compared to analyst estimates of $25.38 billion. 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 firm posted $2.80 earnings per share. Johnson & Johnson has set its FY 2026 guidance at 11.050-11.150 EPS. On average, equities analysts forecast that Johnson & Johnson will post 11.12 earnings per share for the current fiscal year.

Johnson & Johnson Announces Dividend

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 dividend of $1.34 per share. The ex-dividend date of this dividend is Tuesday, November 24th. This represents a $5.36 dividend on an annualized basis and a dividend yield of 2.0%.

Analysts Set New Price Targets

Several analysts have issued reports on the stock. The Goldman Sachs Group restated a “buy” rating and issued a $282.00 price target on shares of Johnson & Johnson in a research report on Thursday, July 16th. Morgan Stanley reduced their target price on shares of Johnson & Johnson from $294.00 to $292.00 and set an “overweight” rating for the company in a research note on Thursday, October 15th. UBS Group set a $270.00 target price on shares of Johnson & Johnson in a research note on Wednesday, October 14th. Johnson Rice downgraded Johnson & Johnson from a “buy” rating to a “hold” rating in a research report on Wednesday, October 21st. Finally, Stifel Nicolaus set a $260.00 price target on Johnson & Johnson in a research note on Wednesday, July 15th. One research analyst has rated the stock with a Strong Buy rating, seventeen have issued a Buy rating and eight have issued a Hold rating to the stock. Based on data from MarketBeat.com, Johnson & Johnson presently has an average rating of “Moderate Buy” and an average target price of $275.92.

More Johnson & Johnson News

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

• Positive Sentiment: Promising cancer data strengthens pipeline outlook. JNJ reported a 75% tumor response rate for the early-stage JNJ-6143 prostate cancer treatment. Separately, the RYBREVANT FASPRO regimen produced a 77% response rate in previously untreated advanced head and neck cancer, while ERLEADA reduced recurrence or death risk by 62% when used before and after surgery in high-risk prostate cancer. These results could support future growth, although JNJ-6143 remains in an early trial. Johnson & Johnson cancer trial results
• Positive Sentiment: Pipeline and strategy review provide a potential catalyst. JNJ will host an Enterprise Business Review on December 8, where management is expected to outline its Innovative Medicine and MedTech pipelines and long-term growth plans. Investors will look for additional detail on commercialization opportunities and future shareholder returns. Johnson & Johnson Enterprise Business Review
• Neutral Sentiment: Valuation is the key debate. JNJ has substantially outperformed over the past three years and trades near its 12-month high, making future cash-flow growth important to justify the share price. Its reported forward fiscal 2026 EPS guidance of $11.05–$11.15 and recent earnings beat provide support, but investors may demand stronger growth after the rally. Johnson & Johnson valuation analysis
• Negative Sentiment: Investor litigation scrutiny remains an overhang. Pomerantz LLP announced an investigation into potential claims on behalf of JNJ investors. The announcement does not establish wrongdoing, but additional legal uncertainty could weigh on sentiment. Reports also showed net ETF selling, indicating some short-term institutional pressure. Pomerantz investor alert

Insider Activity

In related news, EVP Timothy Schmid sold 33,597 shares of the stock in a transaction dated Wednesday, September 2nd. The shares were sold at an average price of $274.74, for a total transaction of $9,230,439.78. Following the completion of the sale, the executive vice president owned 25,447 shares in the company, valued at $6,991,308.78. This trade represents a 56.90% decrease in their position. The sale was disclosed in a document filed with the SEC, which is available through the SEC website. Also, EVP Jennifer Taubert sold 15,000 shares of the business’s stock in a transaction dated Monday, August 17th. The shares were sold at an average price of $263.36, for a total transaction of $3,950,400.00. Following the completion of 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. The disclosure for this sale is available in the SEC filing. In the last quarter, insiders have sold 64,515 shares of company stock worth $17,271,766. Corporate insiders own 0.16% of the company’s stock.

Johnson & Johnson Profile

Johnson & Johnson (NYSE: JNJ) is a global healthcare company headquartered in New Brunswick, New Jersey. Founded in 1886, the company develops and markets products and services for patients, healthcare professionals and institutions worldwide.

Johnson & Johnson operates through two principal segments: Innovative Medicine and MedTech. Innovative Medicine focuses on pharmaceuticals for areas such as immunology, oncology, neuroscience, infectious diseases and cardiovascular conditions.