Johnson & Johnson $JNJ Stock: Signaturefd LLC Raises Holdings

Signaturefd LLC increased its stake in shares of Johnson & Johnson (NYSE:JNJ) by 6.8% in the 3rd quarter, HoldingsChannel reports. The firm owned 77,490 shares of the company’s stock after buying an additional 4,917 shares during the quarter. Signaturefd LLC’s holdings in Johnson & Johnson were worth $20,515,000 at the end of the most recent reporting period.

Other large investors have also recently bought and sold shares of the company. Wellington Management Group LLP raised its holdings 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 acquiring an additional 2,513,321 shares during the last quarter. Deutsche Bank AG boosted its stake in shares of Johnson & Johnson by 8.5% during 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 last quarter. Amundi boosted its stake in shares of Johnson & Johnson by 17.5% during the first quarter. Amundi now owns 13,406,820 shares of the company’s stock valued at $3,277,163,000 after acquiring an additional 2,001,139 shares during the last quarter. Jupiter Topco LLC purchased a new stake in Johnson & Johnson during the 2nd quarter worth about $1,967,399,000. Finally, Janus Henderson Group PLC boosted its stake in shares of Johnson & Johnson by 1.9% during the 1st quarter. Janus Henderson Group PLC now owns 7,872,478 shares of the company’s stock worth $1,924,323,000 after purchasing an additional 148,497 shares during the last quarter. Institutional investors and hedge funds own 69.55% of the company’s stock.

Key Stories Impacting Johnson & Johnson

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

Johnson & Johnson Stock Performance

Johnson & Johnson stock opened at $268.82 on Wednesday. Johnson & Johnson has a 1 year low of $184.66 and a 1 year high of $281.07. The firm has a 50 day moving average price of $265.59 and a 200 day moving average price of $245.94.

Johnson & Johnson (NYSE:JNJ) last posted its quarterly earnings results on Tuesday, October 13th. The company reported $2.59 earnings per share for the quarter, topping analysts’ consensus estimates of $2.53 by $0.06. The company had revenue of $25.40 billion for the quarter, compared to analysts’ expectations of $25.38 billion. During the same period in the prior year, the business earned $2.80 EPS. The business’s revenue for the quarter was up 5.9% on a year-over-year basis. Johnson & Johnson has set its FY 2026 guidance at 11.050-11.150 EPS. Equities research analysts expect that Johnson & Johnson will post 11.12 earnings per share for the current fiscal year.

Johnson & Johnson Dividend Announcement

The company also recently disclosed a quarterly dividend, which will be paid on Tuesday, December 8th. Stockholders of record on Tuesday, November 24th will be paid a $1.34 dividend. This represents a $5.36 annualized dividend and a dividend yield of 2.0%. The ex-dividend date of this dividend is Tuesday, November 24th.

Insider Transactions at Johnson & Johnson

In related news, EVP Jennifer Taubert sold 15,000 shares of the firm’s stock in a transaction that occurred on Monday, August 17th. The shares were 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. The transaction was disclosed in a filing with the SEC, which is accessible through the SEC website. Also, EVP Timothy Schmid sold 33,597 shares of Johnson & Johnson stock in a transaction that occurred on 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 transaction, the executive vice president directly owned 25,447 shares in the company, valued at approximately $6,991,308.78. This trade represents a 56.90% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. In the last quarter, insiders sold 64,515 shares of company stock worth $17,271,766. 0.16% of the stock is currently owned by company insiders.

Analyst Ratings Changes

A number of equities research analysts have recently commented on the stock. Wells Fargo & Company lifted their price target on shares of Johnson & Johnson from $275.00 to $287.00 and gave the stock an “overweight” rating in a report on Friday, October 16th. Erste Group Bank downgraded shares of Johnson & Johnson from a “buy” rating to a “hold” rating in a research note on Wednesday, October 21st. Sanford C. Bernstein set a $270.00 target price on shares of Johnson & Johnson in a research report on Thursday, October 15th. Royal Bank Of Canada decreased their target price on shares of Johnson & Johnson from $290.00 to $280.00 and set an “outperform” rating on the stock in a research report on Wednesday, October 14th. Finally, Morgan Stanley cut their price target on Johnson & Johnson from $294.00 to $292.00 and set an “overweight” rating for the company in a report on Thursday, October 15th. One equities research analyst has rated the stock with a Strong Buy rating, seventeen have given a Buy rating and eight have assigned a Hold rating to the company’s stock. According to MarketBeat, Johnson & Johnson has a consensus rating of “Moderate Buy” and a consensus target price of $275.92.

About Johnson & Johnson

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.