Johnson & Johnson $JNJ Stock: Joel Isaacson & Co. LLC Grows Position

Joel Isaacson & Co. LLC raised its position in shares of Johnson & Johnson (NYSE:JNJ) by 6.2% in the third quarter, HoldingsChannel reports. The firm owned 84,340 shares of the company’s stock after acquiring an additional 4,944 shares during the period. Johnson & Johnson comprises about 0.6% of Joel Isaacson & Co. LLC’s investment portfolio, making the stock its 26th largest holding. Joel Isaacson & Co. LLC’s holdings in Johnson & Johnson were worth $22,328,000 at the end of the most recent reporting period.

A number of other institutional investors and hedge funds have also bought and sold shares of the company. International Private Wealth Advisors LLC bought a new position in Johnson & Johnson during the 3rd quarter worth about $258,000. DSG Capital Advisors LLC raised its holdings in shares of Johnson & Johnson by 1.2% in the 3rd quarter. DSG Capital Advisors LLC now owns 20,000 shares of the company’s stock valued at $5,295,000 after purchasing an additional 230 shares in the last quarter. Silver Grove Financial Group Inc. raised its holdings in shares of Johnson & Johnson by 12.9% in the 3rd quarter. Silver Grove Financial Group Inc. now owns 1,940 shares of the company’s stock valued at $514,000 after purchasing an additional 222 shares in the last quarter. Davis Investment Partners LLC raised its holdings in shares of Johnson & Johnson by 1.7% in the 3rd quarter. Davis Investment Partners LLC now owns 29,578 shares of the company’s stock valued at $7,831,000 after purchasing an additional 482 shares in the last quarter. Finally, Brooklyn FI LLC lifted its position in shares of Johnson & Johnson by 125.3% in the 3rd quarter. Brooklyn FI LLC now owns 4,705 shares of the company’s stock worth $1,300,000 after purchasing an additional 2,617 shares during the period. 69.55% of the stock is owned by institutional investors.

Key Headlines Impacting Johnson & Johnson

Here are a few of the latest headlines about JNJ:

• 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
• Neutral Sentiment: J&J shares have risen substantially in recent years, prompting questions about whether expected cash flows justify the valuation; this could limit further gains if expectations are already reflected in the stock. Separately, a State Street health-care ETF sold J&J shares while reducing all of its holdings, which does not appear to be a company-specific signal. Valuation article

Analysts Set New Price Targets

A number of equities analysts have recently issued reports on JNJ shares. Morgan Stanley dropped their price objective on shares of Johnson & Johnson from $294.00 to $292.00 and set an “overweight” rating on the stock in a research note on Thursday, October 15th. Citigroup lifted their price objective on shares of Johnson & Johnson from $298.00 to $303.00 and gave the company a “buy” rating in a report on Monday, October 5th. Raymond James Financial set a $280.00 price objective on shares of Johnson & Johnson in a research note on Monday, August 3rd. TD Cowen restated a “buy” rating on shares of Johnson & Johnson in a report on Tuesday, October 20th. Finally, JPMorgan Chase & Co. increased their target price on Johnson & Johnson from $270.00 to $285.00 and gave the company a “neutral” rating in a research report on Tuesday, September 29th. One equities research analyst has rated the stock with a Strong Buy rating, seventeen have issued a Buy rating and eight have issued a Hold rating to the company’s stock. According to data from MarketBeat.com, the stock presently has an average rating of “Moderate Buy” and a consensus target price of $275.92.

Johnson & Johnson Price Performance

JNJ opened at $280.52 on Thursday. The business’s 50-day moving average is $266.67 and its two-hundred day moving average is $249.23. Johnson & Johnson has a 1 year low of $193.07 and a 1 year high of $283.25. The company has a debt-to-equity ratio of 0.44, a current ratio of 1.02 and a quick ratio of 0.74. The firm has a market capitalization of $675.29 billion, a PE ratio of 42.50, a price-to-earnings-growth ratio of 2.78 and a beta of 0.22.

Johnson & Johnson (NYSE:JNJ) last announced its 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 business had revenue of $25.40 billion during the quarter, compared to the consensus estimate of $25.38 billion. Johnson & Johnson had a net margin of 16.20% and a return on equity of 31.64%. The firm’s revenue was up 5.9% on a year-over-year basis. During the same period in the previous year, the company posted $2.80 earnings per share. Johnson & Johnson has set its FY 2026 guidance at 11.050-11.150 EPS. Research analysts anticipate that Johnson & Johnson will post 11.12 earnings per share for the current fiscal 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 given a $1.34 dividend. The ex-dividend date of this dividend is Tuesday, November 24th. This represents a $5.36 dividend on an annualized basis and a dividend yield of 1.9%. Johnson & Johnson’s payout ratio is presently 81.21%.

Insider Buying and Selling

In related news, EVP Jennifer Taubert sold 15,000 shares of the business’s stock in a transaction that occurred on 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 completion of the transaction, the executive vice president owned 194,451 shares in the company, valued at $51,210,615.36. The trade was a 7.16% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which is available through this link. Also, EVP Timothy Schmid sold 33,597 shares of the stock in a transaction that occurred on 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 sale, 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 position. Additional details regarding this sale are available in the official SEC disclosure. 0.16% of the stock is owned by insiders.

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.