Johnson & Johnson $JNJ Stock Holdings Boosted by Modera Wealth Management LLC

Modera Wealth Management LLC boosted its stake in Johnson & Johnson (NYSE:JNJ) by 3.9% in the 3rd quarter, Holdings Channel.com reports. The firm owned 212,329 shares of the company’s stock after acquiring an additional 7,904 shares during the quarter. Modera Wealth Management LLC’s holdings in Johnson & Johnson were worth $56,212,000 at the end of the most recent reporting period.

Other hedge funds have also recently added to or reduced their stakes in the company. State of Wyoming grew its stake in shares of Johnson & Johnson by 89.9% during the third quarter. State of Wyoming now owns 3,809 shares of the company’s stock worth $1,008,000 after buying an additional 1,803 shares during the last quarter. CFC Planning Co LLC increased its holdings in shares of Johnson & Johnson by 1.1% during the third quarter. CFC Planning Co LLC now owns 19,615 shares of the company’s stock worth $5,193,000 after buying an additional 210 shares in the last quarter. Petros Family Wealth LLC lifted its stake in shares of Johnson & Johnson by 3.2% in the 3rd quarter. Petros Family Wealth LLC now owns 1,247 shares of the company’s stock valued at $330,000 after acquiring an additional 39 shares during the last quarter. Arta Finance Wealth Management LLC lifted its stake in shares of Johnson & Johnson by 4.3% in the 3rd quarter. Arta Finance Wealth Management LLC now owns 2,364 shares of the company’s stock valued at $626,000 after acquiring an additional 97 shares during the last quarter. Finally, Whelan Financial boosted its holdings in shares of Johnson & Johnson by 38.1% during the 3rd quarter. Whelan Financial now owns 1,789 shares of the company’s stock valued at $474,000 after acquiring an additional 494 shares in the last quarter. Institutional investors and hedge funds own 69.55% of the company’s stock.

Johnson & Johnson Stock Performance

Shares of Johnson & Johnson stock opened at $273.39 on Monday. The company has a quick ratio of 0.74, a current ratio of 1.02 and a debt-to-equity ratio of 0.44. Johnson & Johnson has a twelve month low of $185.12 and a twelve month high of $282.02. The stock has a market cap of $658.13 billion, a price-to-earnings ratio of 41.42, a P/E/G ratio of 2.70 and a beta of 0.22. The company’s fifty day moving average is $265.74 and its 200 day moving average is $246.94.

Johnson & Johnson (NYSE:JNJ) last posted its quarterly earnings data 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 business 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%. Johnson & Johnson’s quarterly revenue was up 5.9% on a year-over-year basis. During the same period in the prior year, the business posted $2.80 earnings per share. Johnson & Johnson has set its FY 2026 guidance at 11.050-11.150 EPS. Sell-side analysts forecast that Johnson & Johnson will post 11.12 EPS for the current year.

Johnson & Johnson Dividend Announcement

The business also recently declared a quarterly dividend, which will be paid on Tuesday, December 8th. Shareholders of record on Tuesday, November 24th will be given a $1.34 dividend. This represents a $5.36 dividend on an annualized basis and a dividend yield of 2.0%. The ex-dividend date is Tuesday, November 24th. Johnson & Johnson’s payout ratio is 81.21%.

Insider Activity

In other news, EVP Elizabeth Forminard sold 15,918 shares of the stock in a transaction dated Thursday, August 6th. The stock was sold at an average price of $257.00, for a total value of $4,090,926.00. Following the completion of the sale, the executive vice president owned 16,994 shares of the company’s stock, valued at approximately $4,367,458. This represents a 48.37% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which is accessible through the SEC website. Also, EVP Jennifer Taubert sold 15,000 shares of the firm’s stock in a transaction dated 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 transaction, the executive vice president owned 194,451 shares of the company’s stock, 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 quarter, insiders sold 64,515 shares of company stock valued at $17,271,766. Company insiders own 0.16% of the company’s stock.

Johnson & Johnson News Summary

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

Analyst Ratings Changes

A number of equities research analysts recently weighed in on JNJ shares. Wells Fargo & Company boosted their price objective on Johnson & Johnson from $275.00 to $287.00 and gave the stock an “overweight” rating in a research report on Friday, October 16th. Argus set a $300.00 target price on Johnson & Johnson in a research report on Wednesday, July 29th. Scotiabank reissued an “outperform” rating and set a $305.00 price target on shares of Johnson & Johnson in a research note on Thursday, July 16th. HSBC boosted their price target on Johnson & Johnson from $290.00 to $320.00 and gave the stock a “buy” rating in a report on Thursday, September 10th. Finally, Stifel Nicolaus set a $260.00 price target on Johnson & Johnson in a report on Wednesday, July 15th. One analyst has rated the stock with a Strong Buy rating, seventeen have issued a Buy rating and eight have given 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.

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.