Johnson & Johnson $JNJ Stock: One Way Holdings LLC Grows Stake

One Way Holdings LLC raised its stake in Johnson & Johnson (NYSE:JNJ) by 870.2% during the 3rd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The firm owned 44,201 shares of the company’s stock after buying an additional 39,645 shares during the quarter. One Way Holdings LLC’s holdings in Johnson & Johnson were worth $11,702,000 as of its most recent filing with the Securities and Exchange Commission.

A number of other hedge funds and other institutional investors have also recently added to or reduced their stakes in the stock. Wellington Management Group LLP increased its stake in shares of 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 acquiring an additional 2,513,321 shares during the last quarter. Deutsche Bank AG boosted its stake 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 acquiring an additional 1,225,676 shares during the last quarter. Amundi boosted its stake 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 acquiring an additional 2,001,139 shares during the last quarter. Jupiter Topco LLC acquired a new position in Johnson & Johnson during the second quarter valued at approximately $1,967,399,000. Finally, Janus Henderson Group PLC grew its holdings in 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 purchasing an additional 148,497 shares during the period. Institutional investors own 69.55% of the company’s stock.

More Johnson & Johnson News

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

• Positive Sentiment: New real-world and observational analyses presented at TCT 2026 linked Impella-supported high-risk coronary procedures with lower mortality than prior study benchmarks; one report also cited a 94% procedural success rate. The findings could bolster the case for the heart-pump business, though further evidence, including the ongoing PROTECT IV trial, remains important. Article: Johnson & Johnson reports 94% success rate in trial of coronary artery device
• Neutral Sentiment: Pomerantz LLP said it is investigating claims on behalf of J&J investors, but its alert provides no details about the claims or any legal action. The announcement alone does not establish wrongdoing or the likely financial impact. Article: Pomerantz Law Firm investigates claims on behalf of investors of Johnson & Johnson
• Negative Sentiment: The investor investigation is a potential source of uncertainty and could weigh on sentiment if it develops into substantive litigation or reveals material allegations. Article: Pomerantz Law Firm investigates claims on behalf of investors of Johnson & Johnson

Insider Activity

In other news, EVP Timothy Schmid sold 33,597 shares of the company’s stock in a transaction that occurred on Wednesday, September 2nd. The shares were sold at an average price of $274.74, for a total value of $9,230,439.78. Following the completion of the transaction, the executive vice president owned 25,447 shares in the company, valued at $6,991,308.78. This represents a 56.90% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available through the SEC website. Also, 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 $4,367,458. This represents a 48.37% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold 64,515 shares of company stock worth $17,271,766 over the last quarter. 0.16% of the stock is currently owned by company insiders.

Wall Street Analyst Weigh In

Several equities research analysts have commented on the stock. The Goldman Sachs Group reaffirmed a “buy” rating and issued a $282.00 target price on shares of Johnson & Johnson in a research note on Thursday, July 16th. Wall Street Zen cut shares of Johnson & Johnson from a “buy” rating to a “hold” rating in a research report on Saturday, August 1st. UBS Group set a $270.00 price target on shares of Johnson & Johnson in a report on Wednesday, October 14th. Leerink Partners lowered their price objective on shares of Johnson & Johnson from $276.00 to $272.00 and set an “outperform” rating for the company in a research report on Wednesday, October 14th. Finally, Weiss Ratings downgraded Johnson & Johnson from a “buy (b+)” rating to a “buy (b-)” rating in a research note on Friday, October 23rd. One investment analyst has rated the stock with a Strong Buy rating, seventeen have issued a Buy rating and eight have given a Hold rating to the company. According to MarketBeat.com, the company presently has a consensus rating of “Moderate Buy” and an average price target of $275.92.

Johnson & Johnson Trading Down 1.6%

NYSE:JNJ opened at $266.10 on Wednesday. Johnson & Johnson has a fifty-two week low of $185.12 and a fifty-two week high of $282.02. 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 stock has a market capitalization of $640.59 billion, a PE ratio of 40.32, a price-to-earnings-growth ratio of 2.67 and a beta of 0.22. The business’s 50-day simple moving average is $265.60 and its 200-day simple moving average is $247.46.

Johnson & Johnson (NYSE:JNJ) last issued its quarterly earnings data 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. Johnson & Johnson had a return on equity of 31.64% and a net margin of 16.20%. The business had revenue of $25.40 billion during the quarter, compared to analyst estimates of $25.38 billion. During the same period in the previous year, the firm earned $2.80 EPS. Johnson & Johnson’s quarterly revenue was up 5.9% compared to the same quarter last year. Johnson & Johnson has set its FY 2026 guidance at 11.050-11.150 EPS. Sell-side analysts expect that Johnson & Johnson will post 11.12 earnings per share for the current fiscal year.

Johnson & Johnson Dividend Announcement

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

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.