Johnson & Johnson $JNJ Stock Sold by LaFleur & Godfrey LLC

LaFleur & Godfrey LLC cut its holdings in Johnson & Johnson (NYSE:JNJ) by 3.3% during the third quarter, according to its most recent disclosure with the Securities & Exchange Commission. The fund owned 122,035 shares of the company’s stock after selling 4,210 shares during the period. Johnson & Johnson comprises approximately 3.9% of LaFleur & Godfrey LLC’s investment portfolio, making the stock its 4th biggest holding. LaFleur & Godfrey LLC’s holdings in Johnson & Johnson were worth $32,307,000 at the end of the most recent quarter.

Other institutional investors have also made changes to their positions in the company. Jupiter Topco LLC bought a new position in Johnson & Johnson in the second quarter valued at $1,967,399,000. Corient Private Wealth LP lifted its position in Johnson & Johnson by 127.3% during the 2nd quarter. Corient Private Wealth LP now owns 6,060,922 shares of the company’s stock worth $1,539,292,000 after buying an additional 3,393,981 shares in the last quarter. Wellington Management Group LLP lifted its position in Johnson & Johnson by 12.5% during the 2nd quarter. Wellington Management Group LLP now owns 22,588,696 shares of the company’s stock worth $5,736,851,000 after buying an additional 2,513,321 shares in the last quarter. Amundi lifted its position 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 in the last quarter. Finally, SEB Asset Management AB acquired a new position in shares of Johnson & Johnson during the 1st quarter worth about $314,468,000. Institutional investors own 69.55% of the company’s stock.

Analysts Set New Price Targets

Several analysts recently issued reports on the company. JPMorgan Chase & Co. upped their target price on Johnson & Johnson from $270.00 to $285.00 and gave the stock a “neutral” rating in a report on Tuesday, September 29th. The Goldman Sachs Group restated a “buy” rating and issued a $282.00 price target on shares of Johnson & Johnson in a research note on Thursday, July 16th. Raymond James Financial set a $280.00 price target on Johnson & Johnson in a research report on Monday, August 3rd. UBS Group set a $270.00 price objective on Johnson & Johnson in a research note on Wednesday, October 14th. Finally, Scotiabank reissued an “outperform” rating and issued a $305.00 price objective on shares of Johnson & Johnson in a report on Thursday, July 16th. One 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 MarketBeat.com, the company has an average rating of “Moderate Buy” and a consensus target price of $275.92.

Johnson & Johnson Trading Down 0.7%

Shares of NYSE:JNJ opened at $273.39 on Friday. Johnson & Johnson has a 52-week low of $185.12 and a 52-week high of $282.02. The company has a market capitalization of $658.13 billion, a P/E ratio of 41.42, a price-to-earnings-growth ratio of 2.72 and a beta of 0.21. The company has a 50-day simple moving average of $265.74 and a 200 day simple moving average of $246.94. The company has a debt-to-equity ratio of 0.44, a quick ratio of 0.74 and a current ratio of 1.02.

Johnson & Johnson (NYSE:JNJ) last announced its quarterly 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 for 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 business’s revenue was up 5.9% compared to the same quarter last year. During the same quarter in the previous year, the business earned $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 earnings per share for the current year.

Johnson & Johnson Dividend Announcement

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. 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 payout ratio is currently 81.21%.

Insider Buying and Selling

In related news, EVP Elizabeth Forminard sold 15,918 shares of the business’s stock in a transaction that occurred on Thursday, August 6th. The stock was sold at an average price of $257.00, for a total transaction of $4,090,926.00. Following the transaction, the executive vice president directly owned 16,994 shares of the company’s stock, valued at approximately $4,367,458. The trade was a 48.37% decrease in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through the SEC website. Also, EVP Timothy Schmid sold 33,597 shares of the stock in a transaction 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 trade represents a 56.90% decrease in their position. The disclosure for this sale is available in the SEC filing. In the last three months, insiders have sold 64,515 shares of company stock valued at $17,271,766. 0.16% of the stock is owned by insiders.

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

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.