Interchange Capital Partners LLC lessened its holdings in shares of Johnson & Johnson (NYSE:JNJ – Free Report) by 52.1% in the 3rd quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund owned 6,407 shares of the company’s stock after selling 6,961 shares during the period. Interchange Capital Partners LLC’s holdings in Johnson & Johnson were worth $1,696,000 as of its most recent filing with the Securities and Exchange Commission (SEC).
Other hedge funds also recently added to or reduced their stakes in the company. Outlook Capital Management LLC acquired a new stake in Johnson & Johnson during the second quarter worth about $28,000. Matrix Trust Co raised its position in Johnson & Johnson by 56.2% during the second quarter. Matrix Trust Co now owns 150 shares of the company’s stock valued at $38,000 after acquiring an additional 54 shares in the last quarter. Montgomery Financial Services LLC acquired a new position in Johnson & Johnson in the second quarter valued at approximately $43,000. Hanseatic Management Services Inc. acquired a new position in Johnson & Johnson in the third quarter valued at approximately $52,000. Finally, Polaris Financial Partners purchased a new stake in Johnson & Johnson in the 3rd quarter worth approximately $56,000. 69.55% of the stock is owned by hedge funds and other institutional investors.
Trending Headlines about Johnson & Johnson
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 research firms recently issued reports on JNJ. Leerink Partners decreased their target price on shares of Johnson & Johnson from $276.00 to $272.00 and set an “outperform” rating for the company in a research note on Wednesday, October 14th. UBS Group set a $270.00 price target on shares of Johnson & Johnson in a research report on Wednesday, October 14th. Weiss Ratings cut shares of Johnson & Johnson from a “buy (b+)” rating to a “buy (b-)” rating in a report on Friday, October 23rd. Wells Fargo & Company upped their price objective on shares of Johnson & Johnson from $275.00 to $287.00 and gave the stock an “overweight” rating in a research report on Friday, October 16th. Finally, The Goldman Sachs Group reiterated a “buy” rating and issued a $282.00 price objective on shares of Johnson & Johnson in a research report on Thursday, July 16th. One investment analyst has rated the stock with a Strong Buy rating, seventeen have issued a Buy rating and eight have assigned a Hold rating to the stock. According to MarketBeat, the company currently has a consensus rating of “Moderate Buy” and an average price target of $275.92.
View Our Latest Stock Report on Johnson & Johnson
Johnson & Johnson Trading Down 0.7%
JNJ stock opened at $273.39 on Friday. Johnson & Johnson has a 12-month low of $185.12 and a 12-month high of $282.02. The business’s 50-day moving average is $265.74 and its 200 day moving average is $246.94. The company has a current ratio of 1.02, a quick ratio of 0.74 and a debt-to-equity ratio of 0.44. The stock 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 0.21.
Johnson & Johnson (NYSE:JNJ – Get Free Report) last issued its quarterly earnings results on Tuesday, October 13th. The company reported $2.59 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $2.53 by $0.06. Johnson & Johnson had a return on equity of 31.64% and a net margin of 16.20%. The firm had revenue of $25.40 billion for the quarter, compared to analyst estimates of $25.38 billion. During the same period in the previous year, the company posted $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. On average, sell-side analysts anticipate that Johnson & Johnson will post 11.12 EPS for the current fiscal year.
Johnson & Johnson Dividend Announcement
The firm also recently declared 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 of this dividend is Tuesday, November 24th. Johnson & Johnson’s dividend payout ratio (DPR) is currently 81.21%.
Insider Buying and Selling
In related news, EVP Timothy Schmid sold 33,597 shares of the business’s stock in a transaction dated Wednesday, September 2nd. The shares were sold at an average price of $274.74, for a total transaction 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 ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which can be accessed through the SEC website. Also, EVP Jennifer Taubert sold 15,000 shares of the firm’s stock in a transaction that occurred on Monday, August 17th. The stock was sold at an average price of $263.36, for a total transaction of $3,950,400.00. Following the completion of the transaction, the executive vice president directly owned 194,451 shares in the company, valued at $51,210,615.36. This trade represents a 7.16% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Over the last three months, insiders have sold 64,515 shares of company stock worth $17,271,766. 0.16% of the stock is owned by insiders.
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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