Johnson & Johnson $JNJ Stock Sold by First Merchants Corp

First Merchants Corp decreased its holdings in Johnson & Johnson (NYSE:JNJ) by 6.2% in the 3rd quarter, according to the company in its most recent disclosure with the SEC. The institutional investor owned 46,427 shares of the company’s stock after selling 3,095 shares during the quarter. First Merchants Corp’s holdings in Johnson & Johnson were worth $12,291,000 as of its most recent filing with the SEC.

Other institutional investors have also bought and sold shares of the company. Wellington Management Group LLP lifted its position in 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 purchasing an additional 2,513,321 shares during the period. Deutsche Bank AG grew its position in 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 purchasing an additional 1,225,676 shares in the last quarter. Amundi raised its holdings in shares of 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 in the last quarter. Jupiter Topco LLC acquired a new stake in shares of Johnson & Johnson during the 2nd quarter valued at about $1,967,399,000. Finally, Janus Henderson Group PLC grew its stake in shares of Johnson & Johnson by 1.9% in 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 buying an additional 148,497 shares in the last quarter. Institutional investors and hedge funds own 69.55% of the company’s stock.

Johnson & Johnson Stock Up 0.9%

NYSE JNJ opened at $255.54 on Friday. The stock has a market capitalization of $615.82 billion, a P/E ratio of 38.72, a price-to-earnings-growth ratio of 2.50 and a beta of 0.21. Johnson & Johnson has a 52 week low of $184.66 and a 52 week high of $281.07. The company has a debt-to-equity ratio of 0.44, a quick ratio of 0.81 and a current ratio of 1.09. The stock has a fifty day moving average of $265.66 and a 200-day moving average of $249.61.

Johnson & Johnson (NYSE:JNJ) last issued its quarterly earnings results on Tuesday, October 13th. The company reported $2.59 EPS for the quarter, topping the consensus estimate of $2.53 by $0.06. Johnson & Johnson had a net margin of 16.20% and a return on equity of 31.54%. The company had revenue of $25.40 billion during the quarter, compared to analysts’ expectations of $25.38 billion. During the same quarter in the previous year, the company earned $2.80 EPS. Johnson & Johnson’s revenue was up 5.9% on a year-over-year basis. Johnson & Johnson has set its FY 2026 guidance at 11.050-11.150 EPS. On average, equities research analysts forecast that Johnson & Johnson will post 11.12 EPS for the current year.

Johnson & Johnson Announces Dividend

The firm also recently announced 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 is Tuesday, November 24th. This represents a $5.36 annualized dividend and a yield of 2.1%. Johnson & Johnson’s payout ratio is currently 81.21%.

Analysts Set New Price Targets

JNJ has been the topic of several analyst reports. The Goldman Sachs Group reissued a “buy” rating and set a $282.00 target price on shares of Johnson & Johnson in a research report on Thursday, July 16th. Scotiabank restated an “outperform” rating and issued a $305.00 price target on shares of Johnson & Johnson in a research report on Thursday, July 16th. TD Cowen boosted their price objective on Johnson & Johnson from $250.00 to $300.00 and gave the company a “buy” rating in a research report on Monday, July 13th. Johnson Rice restated a “buy” rating on shares of Johnson & Johnson in a research note on Monday, August 3rd. Finally, Sanford C. Bernstein set a $270.00 target price on shares of Johnson & Johnson in a report on Thursday. One investment analyst has rated the stock with a Strong Buy rating, eighteen have issued a Buy rating and six have issued a Hold rating to the company’s stock. Based on data from MarketBeat.com, the company presently has a consensus rating of “Moderate Buy” and an average price target of $274.87.

Trending Headlines about Johnson & Johnson

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

• Positive Sentiment: Raised 2026 outlook: Third-quarter operational sales grew 6%, reaching $25.4 billion, and management increased full-year operational sales guidance to approximately $100.7 billion at the midpoint. Adjusted EPS also exceeded analysts’ expectations. Johnson & Johnson: 3 Key Takeaways for Long-Term Investors
• Positive Sentiment: Pharmaceutical momentum and pipeline potential: Strong demand for TREMFYA, early momentum for ICOTYDE and oncology investments helped offset weakness elsewhere. Investors are also watching J&J’s newly approved surgical robot as a potential long-term MedTech growth driver. Does Raised 2026 Outlook Change the Bull Case for Johnson & Johnson?
• Positive Sentiment: Defensive appeal and income support: Investors rotating away from technology stocks amid inflation and interest-rate concerns are favoring dividend-paying healthcare companies. J&J also affirmed its $1.34-per-share fourth-quarter dividend, payable in December 2026. Morgan Stanley maintained an “overweight” rating with a $292 price target.
• Neutral Sentiment: Institutional demand: ETFs recorded approximately $107.4 million of net buying in JNJ, suggesting some portfolio managers continue to view the company as a defensive holding. However, this flow is not necessarily evidence of a change in operating fundamentals. Johnson & Johnson Sees $107.4 Million in Net ETF Buying
• Negative Sentiment: MedTech weakness remains the main overhang: Medical-device sales missed Wall Street forecasts, while international pricing pressure and acquisition-related costs weighed on results. Analysts described the quarter as setting a negative tone for the broader pharmaceutical sector. Johnson & Johnson Stock Falls on MedTech Miss
• Negative Sentiment: Valuation and analyst caution: JNJ trades at a premium earnings multiple, increasing the risk of further pressure if growth disappoints. Erste Group expressed a negative view on fiscal 2027 earnings, while RBC lowered its price expectations.

Insiders Place Their Bets

In other Johnson & Johnson news, EVP Timothy Schmid sold 33,597 shares of the business’s stock in a transaction dated Wednesday, September 2nd. The stock was 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 directly owned 25,447 shares of the company’s stock, valued at approximately $6,991,308.78. The trade was a 56.90% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through the SEC website. Also, EVP Vanessa Broadhurst sold 23,054 shares of the stock in a transaction dated 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 completion of the sale, the executive vice president owned 23,003 shares of the company’s stock, valued at $5,779,963.81. This trade represents a 50.06% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders sold a total of 87,569 shares of company stock valued at $23,064,544 in the last three months. Insiders own 0.16% of the company’s stock.

Johnson & Johnson 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.