Johnson & Johnson $JNJ Stock: Heritage Wealth Management Inc. Decreases Stake

Heritage Wealth Management Inc. decreased its holdings in Johnson & Johnson (NYSE:JNJ) by 8.3% in the third quarter, HoldingsChannel.com reports. The fund owned 24,725 shares of the company’s stock after selling 2,236 shares during the period. Johnson & Johnson comprises about 1.6% of Heritage Wealth Management Inc.’s portfolio, making the stock its 8th largest holding. Heritage Wealth Management Inc.’s holdings in Johnson & Johnson were worth $6,546,000 at the end of the most recent quarter.

Several other large investors have also added to or reduced their stakes in JNJ. Outlook Capital Management LLC purchased a new stake in shares of Johnson & Johnson in the 2nd quarter worth about $28,000. Matrix Trust Co boosted its stake in shares of Johnson & Johnson by 56.2% during the 2nd quarter. Matrix Trust Co now owns 150 shares of the company’s stock valued at $38,000 after purchasing an additional 54 shares in the last quarter. Montgomery Financial Services LLC purchased a new position in shares of Johnson & Johnson during the second quarter valued at about $43,000. Hanseatic Management Services Inc. purchased a new position in shares of Johnson & Johnson during the third quarter valued at about $52,000. Finally, Polaris Financial Partners bought a new position in Johnson & Johnson in the third quarter worth about $56,000. Institutional investors own 69.55% of the company’s stock.

Insider Transactions at Johnson & Johnson

In related news, EVP Elizabeth Forminard sold 15,918 shares of the firm’s stock in a transaction that occurred 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 completion of the transaction, the executive vice president owned 16,994 shares of the company’s stock, valued at $4,367,458. This trade represents a 48.37% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available at this hyperlink. Also, EVP Jennifer L. Taubert sold 15,000 shares of Johnson & Johnson stock in a transaction 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 of the company’s stock, valued at $51,210,615.36. The trade was a 7.16% decrease in their position. The SEC filing for this sale provides additional information. Insiders have sold a total of 64,515 shares of company stock valued at $17,271,766 in the last ninety days. 0.16% of the stock is currently owned by corporate insiders.

Johnson & Johnson Stock Up 0.1%

Shares of Johnson & Johnson stock opened at $273.39 on Monday. The company has a debt-to-equity ratio of 0.44, a current ratio of 1.02 and a quick ratio of 0.74. The company has a 50-day moving average of $265.74 and a 200 day moving average of $246.94. The firm has a market cap of $658.13 billion, a price-to-earnings ratio of 41.42, a PEG ratio of 2.70 and a beta of 0.22. Johnson & Johnson has a 1 year low of $185.12 and a 1 year high of $282.02.

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 analysts’ consensus estimates of $2.53 by $0.06. The company had revenue of $25.40 billion during 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%. Johnson & Johnson’s revenue was up 5.9% on a year-over-year basis. During the same period last year, the company posted $2.80 EPS. Johnson & Johnson has set its FY 2026 guidance at 11.050-11.150 EPS. As a group, sell-side analysts anticipate that Johnson & Johnson will post 11.12 earnings per share for the current fiscal year.

Johnson & Johnson Announces Dividend

The business also recently declared a quarterly dividend, which will be paid on Tuesday, December 8th. Stockholders of record on Tuesday, November 24th will be given a $1.34 dividend. This represents a $5.36 dividend on an annualized basis and a dividend yield of 2.0%. The ex-dividend date of this dividend is Tuesday, November 24th. Johnson & Johnson’s payout ratio is currently 81.21%.

Johnson & Johnson News Roundup

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

• Positive Sentiment: Icotyde, J&J’s oral plaque-psoriasis treatment, is reportedly gaining traction among U.S. dermatologists and being prescribed earlier in the treatment process. Strong adoption could support pharmaceutical growth and help offset declines in older products. Does Johnson & Johnson Have a New Edge in Plaque Psoriasis?
• Positive Sentiment: J&J presented 26 abstracts at TCT 2026 supporting the safety, efficacy and cost-effectiveness of its Impella heart pumps. The data may strengthen the long-term outlook for the MedTech portfolio despite recent weakness. Johnson & Johnson Presents Impella Data at TCT 2026
• Positive Sentiment: J&J continues to be highlighted as a dependable dividend stock, supported by more than five decades of annual payout increases. That income profile can provide downside support for long-term investors. Dividend Kings With 50-Plus Years of Payout Increases
• Neutral Sentiment: J&J’s recent performance has been strong, with shares reportedly up 42% over the past year, helped by progress toward resolving talc litigation and growth from newer medicines. Analysts are debating whether that advance has already priced in much of the improvement. Johnson & Johnson Is Up 42% in a Year
• Neutral Sentiment: Broker sentiment remains generally favorable, but the article questions how much weight investors should place on consensus recommendations as J&J trades near its 52-week high and at an elevated earnings multiple. Johnson & Johnson Broker Ratings
• Negative Sentiment: MedTech growth slowed in the third quarter because of international-market challenges and weakness at Abiomed. Investors may be concerned that a rebound in the fourth quarter will not fully offset the segment’s short-term disappointment. JNJ MedTech Segment Disappoints in Q3
• Negative Sentiment: Analysts see potential earnings pressure in 2027, while the market is already assigning a premium valuation after strong gains. That combination increases the risk of profit-taking if growth slows. Johnson & Johnson Strong Q3 Growth, but 2027 Could Test Earnings
• Negative Sentiment: Pomerantz announced an investigation into potential claims on behalf of J&J investors. Although such announcements do not establish wrongdoing, they add headline and litigation risk. Pomerantz Investor Investigation

Wall Street Analysts Forecast Growth

Several analysts have commented on JNJ shares. Freedom Capital upgraded shares of Johnson & Johnson from a “hold” rating to a “strong-buy” rating in a report on Thursday, July 16th. HSBC upped 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. JPMorgan Chase & Co. increased their target price on Johnson & Johnson from $270.00 to $285.00 and gave the stock a “neutral” rating in a research report on Tuesday, September 29th. Wall Street Zen cut Johnson & Johnson from a “buy” rating to a “hold” rating in a research note on Saturday, August 1st. Finally, TD Cowen restated a “buy” rating on shares of Johnson & Johnson in a research report on Tuesday, October 20th. One equities research analyst has rated the stock with a Strong Buy rating, seventeen have assigned a Buy rating and eight have issued a Hold rating to the company’s stock. According to data from MarketBeat, Johnson & Johnson currently has an average rating of “Moderate Buy” and a consensus price target of $275.92.

Johnson & Johnson Company 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.