Norris Perne & French LLP MI decreased its position in Johnson & Johnson (NYSE:JNJ – Free Report) by 85.3% in the 3rd quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The institutional investor owned 12,143 shares of the company’s stock after selling 70,583 shares during the period. Norris Perne & French LLP MI’s holdings in Johnson & Johnson were worth $3,215,000 as of its most recent SEC filing.
Other hedge funds also recently modified their holdings of the company. Signaturefd LLC grew its holdings in shares of Johnson & Johnson by 6.8% during the 3rd quarter. Signaturefd LLC now owns 77,490 shares of the company’s stock worth $20,515,000 after purchasing an additional 4,917 shares in the last quarter. BG Investment Services LLC bought a new stake in shares of Johnson & Johnson during the third quarter valued at approximately $7,741,000. Bond & Devick Financial Network Inc. raised its stake in shares of Johnson & Johnson by 2.1% in the third quarter. Bond & Devick Financial Network Inc. now owns 7,330 shares of the company’s stock valued at $1,941,000 after purchasing an additional 153 shares in the last quarter. Simplicity Wealth LLC raised its stake in shares of Johnson & Johnson by 3.1% in the third quarter. Simplicity Wealth LLC now owns 54,836 shares of the company’s stock valued at $14,517,000 after purchasing an additional 1,640 shares in the last quarter. Finally, Carolina Wealth Advisors LLC lifted its position in Johnson & Johnson by 1.5% in the third quarter. Carolina Wealth Advisors LLC now owns 8,859 shares of the company’s stock worth $2,345,000 after purchasing an additional 131 shares during the period. Institutional investors own 69.55% of the company’s stock.
Insider Transactions at Johnson & Johnson
In other Johnson & Johnson news, EVP Jennifer L. Taubert sold 15,000 shares of the business’s stock in a transaction dated 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 directly owned 194,451 shares in the company, valued at $51,210,615.36. The trade was a 7.16% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available at this hyperlink. Also, EVP Elizabeth Forminard sold 15,918 shares of the company’s stock in a transaction dated 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 in the company, valued at $4,367,458. This represents a 48.37% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. In the last quarter, insiders have sold 64,515 shares of company stock valued at $17,271,766. 0.16% of the stock is owned by insiders.
Johnson & Johnson News Roundup
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 Price Performance
Shares of JNJ 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 stock has a 50 day simple moving average of $265.59 and a 200-day simple moving average of $245.94.
Johnson & Johnson (NYSE:JNJ – Get Free Report) last announced its quarterly earnings results on Tuesday, October 13th. The company reported $2.59 earnings per share 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 the consensus estimate of $25.38 billion. During the same quarter last year, the company earned $2.80 earnings per share. The business’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. As a group, research analysts forecast that Johnson & Johnson will post 11.12 earnings per share for the current year.
Johnson & Johnson Announces Dividend
The company also recently announced 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 is Tuesday, November 24th.
Analyst Upgrades and Downgrades
A number of equities research analysts have weighed in on JNJ shares. Citigroup lifted their price target on shares of Johnson & Johnson from $298.00 to $303.00 and gave the stock a “buy” rating in a research note on Monday, October 5th. Wells Fargo & Company increased their price objective on shares of Johnson & Johnson from $275.00 to $287.00 and gave the company an “overweight” rating in a research note on Friday, October 16th. Evercore set a $300.00 price objective on shares of Johnson & Johnson in a report on Tuesday, October 20th. Wall Street Zen downgraded shares of Johnson & Johnson from a “buy” rating to a “hold” rating in a report on Saturday, August 1st. Finally, HSBC lifted their target price on shares of Johnson & Johnson from $290.00 to $320.00 and gave the company a “buy” rating in a research report on Thursday, September 10th. One research analyst has rated the stock with a Strong Buy rating, seventeen have assigned a Buy rating and eight have given a Hold rating to the company’s stock. Based on data from MarketBeat.com, the company currently has a consensus rating of “Moderate Buy” and a consensus target price of $275.92.
Check Out Our Latest Stock Analysis on JNJ
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.
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