Johnson & Johnson $JNJ Stock: Inspire Trust Co. N.A. Reduces Holdings

Inspire Trust Co. N.A. reduced its position in Johnson & Johnson (NYSE:JNJ) by 9.5% during the 3rd quarter, according to its most recent filing with the Securities and Exchange Commission. The firm owned 28,500 shares of the company’s stock after selling 3,000 shares during the quarter. Inspire Trust Co. N.A.’s holdings in Johnson & Johnson were worth $7,545,000 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 JNJ. Outlook Capital Management LLC acquired a new stake in Johnson & Johnson during the second quarter worth about $28,000. Navigoe LLC raised its holdings in shares of Johnson & Johnson by 60.4% in the 3rd quarter. Navigoe LLC now owns 146 shares of the company’s stock worth $38,000 after purchasing an additional 55 shares during the period. Matrix Trust Co lifted its stake in shares of Johnson & Johnson by 56.2% in the 2nd quarter. Matrix Trust Co now owns 150 shares of the company’s stock valued at $38,000 after purchasing an additional 54 shares in the last quarter. Montgomery Financial Services LLC acquired a new position in shares of Johnson & Johnson in the 2nd quarter valued at about $43,000. Finally, Hanseatic Management Services Inc. purchased a new stake in shares of Johnson & Johnson during the 3rd quarter worth about $52,000. Institutional investors and hedge funds own 69.55% of the company’s stock.

Johnson & Johnson Price Performance

JNJ stock opened at $280.90 on Wednesday. The firm has a market cap of $676.21 billion, a P/E ratio of 42.56, a price-to-earnings-growth ratio of 2.79 and a beta of 0.22. The company has a debt-to-equity ratio of 0.44, a quick ratio of 0.74 and a current ratio of 1.02. Johnson & Johnson has a 1 year low of $189.05 and a 1 year high of $283.25. The stock has a 50-day simple moving average of $266.49 and a 200-day simple moving average of $248.93.

Johnson & Johnson (NYSE:JNJ) last released 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. The firm had revenue of $25.40 billion for the quarter, compared to analyst estimates of $25.38 billion. Johnson & Johnson had a return on equity of 31.64% and a net margin of 16.20%. Johnson & Johnson’s revenue for the quarter was up 5.9% on a year-over-year basis. During the same period in the previous year, the company posted $2.80 EPS. Johnson & Johnson has set its FY 2026 guidance at 11.050-11.150 EPS. On average, equities analysts predict that Johnson & Johnson will post 11.12 earnings per share for the current fiscal year.

Johnson & Johnson Announces Dividend

The company also recently declared a quarterly dividend, which will be paid on Tuesday, December 8th. Investors of record on Tuesday, November 24th will be paid a dividend of $1.34 per share. The ex-dividend date of this dividend is Tuesday, November 24th. This represents a $5.36 annualized dividend and a yield of 1.9%. Johnson & Johnson’s payout ratio is 81.21%.

Insider Buying and Selling at Johnson & Johnson

In other news, EVP Jennifer L. Taubert sold 15,000 shares of Johnson & Johnson stock in a transaction dated 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 sale, the executive vice president directly owned 194,451 shares of the company’s stock, valued at approximately $51,210,615.36. The trade was a 7.16% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through this hyperlink. Also, 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 owned 25,447 shares in the company, valued at approximately $6,991,308.78. This trade represents a 56.90% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders own 0.16% of the company’s stock.

Johnson & Johnson News Roundup

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

• Positive Sentiment: Oncology sales rose 16.8% to $22 billion in the first nine months of 2026, supported by established cancer drugs and new launches. Continued growth in this business could bolster revenue. J&J’s Oncology Sales Surge So Far in 2026: What Lies Ahead?
• Positive Sentiment: CAPLYTA met the primary and key secondary endpoints in a second Phase 3 study for bipolar mania, with improvement reported as early as Day 3. J&J said the two positive studies will support a planned U.S. FDA submission, adding to the drug’s potential uses. J&J eyes US nod for Caplyta in bipolar mania after second trial win
• Positive Sentiment: Investigational drug ICOTYDE met the primary endpoint in a Phase 3 trial for psoriatic arthritis, adding another encouraging pipeline result that could support future growth if confirmed and approved. Johnson & Johnson Says Icotyde in Psoriatic Arthritis Disease Meets Primary Endpoint in Phase 3 Study
• Neutral Sentiment: A valuation analysis questioned whether JNJ’s price reflects the cash flow it may generate, noting its 108.1% return over three years. It raises a caution for investors but does not establish that the shares are overvalued. Is Johnson & Johnson (JNJ) Below Fair Value On Cash Flow?
• Negative Sentiment: Pomerantz LLP announced an investigation into claims on behalf of JNJ investors. The notice provides few details and is not a finding of wrongdoing, but it introduces potential legal uncertainty. Investor Alert: Pomerantz Law Firm Investigates Claims

Analyst Upgrades and Downgrades

A number of research firms recently issued reports on JNJ. UBS Group set a $270.00 target price 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 research report on Friday, October 23rd. Sanford C. Bernstein set a $270.00 price objective on shares of Johnson & Johnson in a research note on Thursday, October 15th. Freedom Capital upgraded shares of Johnson & Johnson from a “hold” rating to a “strong-buy” rating in a research note on Thursday, July 16th. Finally, TD Cowen reissued a “buy” rating on shares of Johnson & Johnson in a research report on Tuesday, October 20th. One investment analyst has rated the stock with a Strong Buy rating, seventeen have given a Buy rating and eight have assigned a Hold rating to the company’s stock. According to data from MarketBeat, the company presently has an average rating of “Moderate Buy” and a consensus target price of $275.92.

Johnson & Johnson Profile

Johnson & Johnson is a global healthcare company that develops and sells prescription medicines and medical technologies. Its business is organized around two segments: Innovative Medicine and MedTech. Innovative Medicine develops treatments in areas including oncology, immunology, neuroscience, cardiovascular and metabolic disease, and pulmonary hypertension. MedTech provides products and technologies for fields such as surgery, orthopedics, and vision care. Founded in 1886, Johnson & Johnson serves patients and healthcare professionals in markets around the world.