M&G PLC Sells 39,775 Shares of Johnson & Johnson $JNJ

M&G PLC lowered its holdings in Johnson & Johnson (NYSE:JNJ) by 75.8% during the third quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 12,730 shares of the company’s stock after selling 39,775 shares during the period. M&G PLC’s holdings in Johnson & Johnson were worth $3,373,000 at the end of the most recent quarter.

A number of other hedge funds and other institutional investors also recently bought and sold shares of JNJ. AlphaCore Capital LLC increased its stake in shares of Johnson & Johnson by 17.7% in the third quarter. AlphaCore Capital LLC now owns 59,109 shares of the company’s stock valued at $15,649,000 after purchasing an additional 8,883 shares during the period. Leuthold Group LLC raised its holdings in shares of Johnson & Johnson by 9.5% during the third quarter. Leuthold Group LLC now owns 34,031 shares of the company’s stock valued at $9,009,000 after buying an additional 2,946 shares during the last quarter. Palacios Wealth Management LLC acquired a new position in shares of Johnson & Johnson during the third quarter worth approximately $234,000. Clear Wave Wealth Management LLC boosted its position in shares of Johnson & Johnson by 2.0% during the third quarter. Clear Wave Wealth Management LLC now owns 5,191 shares of the company’s stock worth $1,374,000 after buying an additional 100 shares during the period. Finally, Kohmann Bosshard Financial Services LLC boosted its position in shares of Johnson & Johnson by 9.1% during the third quarter. Kohmann Bosshard Financial Services LLC now owns 2,630 shares of the company’s stock worth $696,000 after buying an additional 220 shares during the period. 69.55% of the stock is currently owned by institutional investors and hedge funds.

Johnson & Johnson Price Performance

NYSE JNJ opened at $280.52 on Thursday. Johnson & Johnson has a 12 month low of $193.07 and a 12 month high of $283.25. The firm has a market capitalization of $675.29 billion, a PE ratio of 42.50, a P/E/G ratio of 2.78 and a beta of 0.22. The company’s 50 day simple moving average is $266.67 and its 200 day simple moving average is $249.23. The company has a debt-to-equity ratio of 0.44, a current ratio of 1.02 and a quick ratio of 0.74.

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

Johnson & Johnson Announces Dividend

The company 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. This represents a $5.36 dividend on an annualized basis and a dividend yield of 1.9%. The ex-dividend date of this dividend is Tuesday, November 24th. Johnson & Johnson’s payout ratio is currently 81.21%.

More Johnson & Johnson News

Investors following JNJ have been watching these news items:

• Positive Sentiment: J&J reported that a second pivotal Phase 3 trial of CAPLYTA met its primary and key secondary endpoints for bipolar I mania, with symptom improvement seen as early as Day 3. The two positive trials support a planned U.S. FDA submission, adding a potential growth opportunity. Reuters article
• Positive Sentiment: Oncology sales rose 16.8% to $22 billion in the first nine months of 2026, supported by established medicines and new launches. Another article points to recent launches and business changes as potential support for double-digit growth by 2030, though that outlook is prospective. Oncology sales article
• Negative Sentiment: A Massachusetts jury awarded $3.3 million, including interest, to a family in a mesothelioma case tied to J&J talc-based baby powder. The award adds to the company’s ongoing talc litigation exposure. Verdict announcement

Insider Buying and Selling at Johnson & Johnson

In related news, EVP Timothy Schmid sold 33,597 shares of Johnson & Johnson stock in a transaction dated Wednesday, September 2nd. The stock was 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 of the company’s stock, valued at $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 available at the SEC website. Also, EVP Jennifer L. Taubert sold 15,000 shares of the firm’s stock in a transaction dated Monday, August 17th. The shares were sold at an average price of $263.36, for a total transaction of $3,950,400.00. Following the transaction, the executive vice president owned 194,451 shares of the company’s stock, valued at approximately $51,210,615.36. This trade represents a 7.16% decrease in their position. The disclosure for this sale is available in the SEC filing. Corporate insiders own 0.16% of the company’s stock.

Wall Street Analyst Weigh In

JNJ has been the subject of a number of recent analyst reports. Scotiabank reissued an “outperform” rating and issued a $305.00 price objective on shares of Johnson & Johnson in a report on Thursday, July 16th. Stifel Nicolaus set a $260.00 target price on Johnson & Johnson in a research note on Wednesday, July 15th. Sanford C. Bernstein set a $270.00 price target on Johnson & Johnson in a research report on Thursday, October 15th. Citigroup increased their price target on Johnson & Johnson from $298.00 to $303.00 and gave the stock a “buy” rating in a research note on Monday, October 5th. Finally, Guggenheim reissued a “buy” rating and set a $287.00 price target on shares of Johnson & Johnson in a report on Wednesday, October 7th. One investment analyst has rated the stock with a Strong Buy rating, seventeen have given a Buy rating and eight have given a Hold rating to the company. Based on data from MarketBeat, the stock presently has a consensus rating of “Moderate Buy” and an average 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.