Sawyer & Company Inc Acquires 14,324 Shares of Johnson & Johnson $JNJ

Sawyer & Company Inc acquired a new stake in Johnson & Johnson (NYSE:JNJ) in the 3rd quarter, Holdings Channel.com reports. The institutional investor acquired 14,324 shares of the company’s stock, valued at approximately $3,792,000. Johnson & Johnson comprises approximately 1.3% of Sawyer & Company Inc’s holdings, making the stock its 25th largest holding.

Several other institutional investors also recently bought and sold shares of the business. Wellington Management Group LLP raised its position in shares of Johnson & Johnson by 12.5% in the 2nd quarter. Wellington Management Group LLP now owns 22,588,696 shares of the company’s stock worth $5,736,851,000 after acquiring an additional 2,513,321 shares in the last quarter. Deutsche Bank AG grew its stake in Johnson & Johnson by 8.5% during the 2nd quarter. Deutsche Bank AG now owns 15,661,323 shares of the company’s stock worth $3,977,506,000 after buying an additional 1,225,676 shares during the last quarter. Amundi grew its stake in Johnson & Johnson by 17.5% during the 1st quarter. Amundi now owns 13,406,820 shares of the company’s stock worth $3,277,163,000 after buying an additional 2,001,139 shares during the last quarter. Jupiter Topco LLC acquired a new position in Johnson & Johnson during the 2nd quarter valued at about $1,967,399,000. Finally, Janus Henderson Group PLC increased its position in Johnson & Johnson by 1.9% during 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. 69.55% of the stock is owned by hedge funds and other institutional investors.

Analyst Upgrades and Downgrades

A number of research firms have commented on JNJ. Morgan Stanley decreased their price target on Johnson & Johnson from $294.00 to $292.00 and set an “overweight” rating for the company in a research note on Thursday, October 15th. Sanford C. Bernstein set a $270.00 price target on Johnson & Johnson in a research note on Thursday, October 15th. TD Cowen restated a “buy” rating on shares of Johnson & Johnson in a report on Tuesday. Stifel Nicolaus set a $260.00 price objective on shares of Johnson & Johnson in a research report on Wednesday, July 15th. Finally, Erste Group Bank cut shares of Johnson & Johnson from a “buy” rating to a “hold” rating in a research note on Wednesday. One investment analyst has rated the stock with a Strong Buy rating, seventeen have assigned a Buy rating and eight have issued a Hold rating to the stock. Based on data from MarketBeat.com, the company currently has a consensus rating of “Moderate Buy” and an average target price of $275.92.

Insider Buying and Selling

In related news, EVP Jennifer Taubert sold 15,000 shares of the company’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 value of $3,950,400.00. Following the sale, the executive vice president owned 194,451 shares in the company, valued at $51,210,615.36. This represents a 7.16% decrease in their ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available at this hyperlink. Also, EVP Timothy Schmid sold 33,597 shares of the company’s stock in a transaction that occurred on Wednesday, September 2nd. The shares were sold at an average price of $274.74, for a total value of $9,230,439.78. Following the completion of the sale, the executive vice president owned 25,447 shares in the company, valued at approximately $6,991,308.78. This represents a 56.90% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders sold 64,515 shares of company stock valued at $17,271,766 over the last quarter. 0.16% of the stock is currently owned by company insiders.

Trending Headlines about Johnson & Johnson

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

• Positive Sentiment: The United Kingdom approved J&J’s oral psoriasis treatment, expanding the company’s commercial opportunity in a major market and strengthening its immunology pipeline. UK approves J&J’s oral psoriasis pill
• Positive Sentiment: J&J reported first real-world data for its VARIPULSE Pro platform and 12-month outcomes for the OMNYPULSE platform in atrial-fibrillation treatment. The results could support adoption of its MedTech portfolio and help offset weakness in other device businesses. J&J reports VARIPULSE Pro and OMNYPULSE data
• Positive Sentiment: J&J has benefited from investor rotation into defensive healthcare and consumer-staples companies amid broader large-cap weakness, reinforcing demand for its relatively stable earnings and dividend profile. Defensive stocks attract buyers
• Neutral Sentiment: J&J’s implied fair value was raised from $270.59 to $279.41 per share, but analyst views remain divided. Supporters cite earnings resilience and the drug pipeline, while others point to valuation, MedTech execution risk and possible dilution from recent deals. J&J fair value adjustment
• Negative Sentiment: A proposed combination involving J&J’s orthopedics business and Smith & Nephew reportedly collapsed over a leadership dispute. The development removes potential strategic benefits and may raise questions about execution, although Smith & Nephew declined to comment. Orthopedics merger reportedly collapsed
• Negative Sentiment: J&J reclaimed its 50-day moving average, but falling earnings estimates, a premium valuation and weakness in MedTech are limiting the bullish technical signal. Erste Group also downgraded the shares to “Hold,” adding to near-term investor caution. J&J stock outlook and valuation concerns

Johnson & Johnson Stock Performance

Shares of JNJ stock opened at $264.13 on Friday. The firm has a market capitalization of $635.85 billion, a price-to-earnings ratio of 40.02, a price-to-earnings-growth ratio of 2.65 and a beta of 0.21. The company has a debt-to-equity ratio of 0.44, a current ratio of 1.02 and a quick ratio of 0.81. The business has a fifty day moving average of $265.64 and a 200 day moving average of $250.21. Johnson & Johnson has a 1 year low of $184.66 and a 1 year high of $281.07.

Johnson & Johnson (NYSE:JNJ) last issued its quarterly earnings results on Tuesday, October 13th. The company reported $2.59 EPS for the quarter, topping analysts’ consensus estimates of $2.53 by $0.06. The company had revenue of $25.40 billion during the quarter, compared to analysts’ expectations 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 was up 5.9% compared to the same quarter last year. During the same quarter in the previous year, the firm posted $2.80 EPS. Johnson & Johnson has set its FY 2026 guidance at 11.050-11.150 EPS. As a group, research analysts expect that Johnson & Johnson will post 11.12 earnings per share for the current year.

Johnson & Johnson Dividend Announcement

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 annualized dividend and a dividend yield of 2.0%. The ex-dividend date is Tuesday, November 24th. Johnson & Johnson’s dividend payout ratio (DPR) is presently 81.21%.

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.