Johnson & Johnson $JNJ Stock Holdings Trimmed by PBU The Pension Fund of Early Childhood & Youth Educators

PBU The Pension Fund of Early Childhood & Youth Educators trimmed its holdings in shares of Johnson & Johnson (NYSE:JNJ) by 10.2% in the third quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 143,457 shares of the company’s stock after selling 16,320 shares during the period. Johnson & Johnson accounts for about 0.9% of PBU The Pension Fund of Early Childhood & Youth Educators’ holdings, making the stock its 23rd largest holding. PBU The Pension Fund of Early Childhood & Youth Educators’ holdings in Johnson & Johnson were worth $37,979,000 as of its most recent SEC filing.

Several other institutional investors and hedge funds have also made changes to their positions in JNJ. Werba Rubin Papier Wealth Management boosted its holdings in shares of Johnson & Johnson by 7.2% in the 3rd quarter. Werba Rubin Papier Wealth Management now owns 4,627 shares of the company’s stock valued at $1,225,000 after buying an additional 310 shares in the last quarter. Van Strum & Towne Inc. grew its position in shares of Johnson & Johnson by 1.0% in the 3rd quarter. Van Strum & Towne Inc. now owns 45,074 shares of the company’s stock valued at $11,933,000 after buying an additional 442 shares during the last quarter. Austin Wealth Management LLC raised its stake in Johnson & Johnson by 10.8% during the 3rd quarter. Austin Wealth Management LLC now owns 1,972 shares of the company’s stock worth $506,000 after acquiring an additional 193 shares in the last quarter. CENTRAL TRUST Co raised its stake in Johnson & Johnson by 0.4% during the 3rd quarter. CENTRAL TRUST Co now owns 115,152 shares of the company’s stock worth $30,485,000 after acquiring an additional 449 shares in the last quarter. Finally, Artemis Wealth Advisors LLC lifted its position in Johnson & Johnson by 44.7% in the third quarter. Artemis Wealth Advisors LLC now owns 2,315 shares of the company’s stock valued at $613,000 after acquiring an additional 715 shares during the last quarter. 69.55% of the stock is owned by institutional investors and hedge funds.

Analyst Ratings Changes

Several equities analysts have issued reports on the stock. Guggenheim restated a “buy” rating and issued a $287.00 price objective on shares of Johnson & Johnson in a research note on Wednesday, October 7th. Raymond James Financial set a $280.00 price objective on Johnson & Johnson in a report on Monday, August 3rd. Sanford C. Bernstein set a $270.00 target price on Johnson & Johnson in a research report on Thursday, October 15th. Citigroup boosted their target price on Johnson & Johnson from $298.00 to $303.00 and gave the company a “buy” rating in a report on Monday, October 5th. Finally, Wells Fargo & Company raised their price target on Johnson & Johnson from $275.00 to $287.00 and gave the stock an “overweight” rating in a research note on Friday, October 16th. 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. According to data from MarketBeat, the stock presently has a consensus rating of “Moderate Buy” and a consensus target price of $275.92.

Johnson & Johnson Stock Up 1.2%

JNJ stock opened at $283.69 on Friday. The company has a fifty day moving average price of $266.83 and a 200 day moving average price of $249.54. Johnson & Johnson has a 12 month low of $193.45 and a 12 month high of $286.08. The company has a market cap of $682.93 billion, a price-to-earnings ratio of 42.98, a price-to-earnings-growth ratio of 2.77 and a beta of 0.22. 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 issued its quarterly earnings data on Tuesday, October 13th. The company reported $2.59 earnings per share (EPS) for the quarter, topping the consensus estimate of $2.53 by $0.06. Johnson & Johnson had a net margin of 16.20% and a return on equity of 31.64%. The company had revenue of $25.40 billion for the quarter, compared to the consensus estimate of $25.38 billion. During the same period last year, the firm posted $2.80 EPS. Johnson & Johnson’s revenue for the quarter was up 5.9% on a year-over-year basis. Johnson & Johnson has set its FY 2026 guidance at 11.050-11.150 EPS. Sell-side analysts expect that Johnson & Johnson will post 11.12 earnings per share for the current year.

Johnson & Johnson Announces Dividend

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

Key Headlines Impacting Johnson & Johnson

These are some of the JNJ headlines that stood out recently:

• Positive Sentiment: The company is backing Francis Medical as it advances its Vanquish water-vapor therapy device for prostate cancer through the FDA premarket approval process. J&J also led a $100 million funding round for Delix Therapeutics, supporting development of psychedelic-inspired depression treatments. The deals broaden its potential reach in cancer care and psychiatry, though both carry development and regulatory risk. J&J leads Francis Medical investment to fund prostate cancer device Johnson & Johnson backs new cancer device and leads $100 million depression bet
• Negative Sentiment: A Massachusetts jury awarded $3.3 million to the family of a woman who developed mesothelioma after using J&J talc-based baby powder. The award adds to ongoing talc-related litigation exposure. Massachusetts woman’s family awarded $3.3 million against Johnson & Johnson
• Negative Sentiment: Pomerantz LLP said it is investigating potential claims on behalf of J&J investors. The announcement does not establish wrongdoing or the outcome of any claims, but adds another legal headline for investors to monitor. Pomerantz law firm investigates claims on behalf of J&J investors

Insider Activity

In related news, EVP Timothy Schmid sold 33,597 shares of the firm’s 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 owned 25,447 shares of the company’s stock, valued at $6,991,308.78. This trade represents a 56.90% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which is available through this link. Also, EVP Jennifer Taubert sold 15,000 shares of the business’s stock in a transaction dated Monday, August 17th. The shares were sold at an average price of $263.36, for a total value 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. This trade represents a 7.16% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. 0.16% of the stock is currently owned by corporate insiders.

Johnson & Johnson Company 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.