22,136 Johnson & Johnson $JNJ Shares Acquired by First Citizens Bank & Trust Co.

First Citizens Bank & Trust Co. grew its position in Johnson & Johnson (NYSE:JNJ) by 71.8% during the third quarter, according to the company in its most recent 13F filing with the SEC. The fund owned 52,947 shares of the company’s stock after purchasing an additional 22,136 shares during the quarter. First Citizens Bank & Trust Co.’s holdings in Johnson & Johnson were worth $14,017,000 as of its most recent filing with the SEC.

Several other large investors also recently modified their holdings of JNJ. Outlook Capital Management LLC bought a new position in shares of Johnson & Johnson in the 2nd quarter worth about $28,000. Matrix Trust Co grew its stake in Johnson & Johnson by 56.2% during the second quarter. Matrix Trust Co now owns 150 shares of the company’s stock worth $38,000 after purchasing an additional 54 shares during the period. Montgomery Financial Services LLC acquired a new stake in Johnson & Johnson during the second quarter worth approximately $43,000. Hyposwiss Advisors SA bought a new stake in Johnson & Johnson in the fourth quarter worth approximately $42,000. Finally, Polaris Financial Partners acquired a new position in Johnson & Johnson in the third quarter valued at approximately $56,000. 69.55% of the stock is currently owned by institutional investors and hedge funds.

Wall Street Analysts Forecast Growth

Several analysts have recently commented on the stock. Royal Bank Of Canada raised their price objective on shares of Johnson & Johnson from $287.00 to $290.00 and gave the stock an “outperform” rating in a research report on Tuesday, October 6th. Raymond James Financial set a $280.00 target price on Johnson & Johnson in a research note on Monday, August 3rd. Bank of America restated a “neutral” rating and issued a $278.00 target price on shares of Johnson & Johnson in a research note on Tuesday, September 29th. Johnson Rice reaffirmed a “buy” rating on shares of Johnson & Johnson in a research report on Monday, August 3rd. Finally, JPMorgan Chase & Co. upped their price target on Johnson & Johnson from $270.00 to $285.00 and gave the stock a “neutral” rating in a research note on Tuesday, September 29th. One research 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 stock. Based on data from MarketBeat, Johnson & Johnson presently has a consensus rating of “Moderate Buy” and an average price target of $276.22.

Insider Buying and Selling

In other news, EVP Vanessa Broadhurst sold 23,054 shares of the firm’s stock in a transaction that occurred 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 transaction, the executive vice president owned 23,003 shares in the company, valued at $5,779,963.81. This trade represents a 50.06% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available through this hyperlink. 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 value 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. The trade was a 56.90% decrease in their position. The disclosure for this sale is available in the SEC filing. In the last ninety days, insiders sold 87,569 shares of company stock valued at $23,064,544. 0.16% of the stock is owned by company insiders.

Johnson & Johnson Trading Down 5.6%

NYSE:JNJ opened at $248.90 on Wednesday. The company has a debt-to-equity ratio of 0.44, a current ratio of 1.09 and a quick ratio of 0.81. The firm has a 50-day moving average of $265.89 and a 200-day moving average of $249.37. The company has a market cap of $599.83 billion, a PE ratio of 28.84, a PEG ratio of 2.70 and a beta of 0.21. Johnson & Johnson has a one year low of $184.66 and a one year high of $281.07.

Johnson & Johnson (NYSE:JNJ) last posted its 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. Johnson & Johnson had a net margin of 21.48% and a return on equity of 32.42%. The company had revenue of $25.40 billion for the quarter, compared to analyst estimates of $25.38 billion. During the same quarter in the prior year, the business posted $2.80 EPS. The firm’s 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. As a group, equities research analysts expect that Johnson & Johnson will post 11.09 EPS for the current fiscal year.

Johnson & Johnson Dividend Announcement

The business 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. The ex-dividend date of this dividend is Tuesday, November 24th. This represents a $5.36 annualized dividend and a dividend yield of 2.2%. Johnson & Johnson’s dividend payout ratio is 62.11%.

Key Headlines Impacting Johnson & Johnson

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

• Positive Sentiment: Johnson & Johnson reported adjusted third-quarter EPS of $2.59, above the $2.53 analyst consensus, while revenue rose 5.9% year over year to $25.4 billion. Innovative Medicine led growth, including strong oncology demand and a 68% increase in TREMFYA sales to approximately $2.4 billion. Johnson & Johnson reports Q3 2026 results and raises guidance
• Positive Sentiment: Management raised its 2026 outlook to adjusted EPS of $11.05–$11.15 and revenue of $101.0–$101.4 billion. The guidance midpoint is broadly in line with current analyst expectations and signals continued confidence in pharmaceutical growth. Johnson & Johnson raises 2026 guidance as quarterly sales climb
• Positive Sentiment: The board declared a quarterly dividend of $1.34 per share, or $5.36 annualized, supporting JNJ’s income-investment appeal. Johnson & Johnson announces quarterly dividend
• Neutral Sentiment: Johnson & Johnson is leaning toward spinning off its hips-and-knees orthopedics business. The move could sharpen the company’s focus and unlock value, but execution details and timing remain uncertain. J&J is leaning toward spinning out its hips-and-knees business
• Negative Sentiment: MedTech grew operationally by only about 2.5% and missed expectations, with weakness in Surgery and Cardiovascular markets outside the United States. Middle East-related budget pressure also weighed on medical-device sales, raising concerns about the segment’s near-term growth.
• Negative Sentiment: Reported net income fell sharply to $210 million, or $0.09 per share, because of special charges tied primarily to the proposed talc litigation resolution, the Firefly Bio acquisition and the Sail Biomedicines collaboration. These charges overshadowed the adjusted earnings beat. Johnson & Johnson falls after quarterly report despite higher outlook
• Negative Sentiment: Erste Group Bank lowered its FY2027 EPS estimate to $12.65 from $12.83, reflecting concerns about future costs from business-development activity and ongoing operational headwinds. Johnson & Johnson analyst estimate update

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.