Johnson & Johnson $JNJ Position Reduced by Focused Investors LLC

Focused Investors LLC lessened its holdings in Johnson & Johnson (NYSE:JNJ) by 15.8% during the 3rd quarter, Holdings Channel.com reports. The firm owned 713,800 shares of the company’s stock after selling 134,000 shares during the period. Johnson & Johnson makes up about 7.8% of Focused Investors LLC’s investment portfolio, making the stock its largest position. Focused Investors LLC’s holdings in Johnson & Johnson were worth $188,971,000 as of its most recent filing with the Securities & Exchange Commission.

Other institutional investors and hedge funds also recently made changes to their positions in the company. Wellington Management Group LLP grew its holdings in Johnson & Johnson by 12.5% during the second quarter. Wellington Management Group LLP now owns 22,588,696 shares of the company’s stock valued at $5,736,851,000 after purchasing an additional 2,513,321 shares during the period. Deutsche Bank AG boosted its position in shares of Johnson & Johnson by 8.5% during the second quarter. Deutsche Bank AG now owns 15,661,323 shares of the company’s stock worth $3,977,506,000 after acquiring an additional 1,225,676 shares during the last quarter. Amundi grew its position in shares of Johnson & Johnson by 17.5% during the first quarter. Amundi now owns 13,406,820 shares of the company’s stock valued at $3,277,163,000 after purchasing an additional 2,001,139 shares in the last quarter. Jupiter Topco LLC purchased a new position in Johnson & Johnson during the 2nd quarter valued at approximately $1,967,399,000. Finally, Janus Henderson Group PLC grew its holdings in shares of Johnson & Johnson by 1.9% in the first quarter. Janus Henderson Group PLC now owns 7,872,478 shares of the company’s stock valued at $1,924,323,000 after purchasing an additional 148,497 shares in the last quarter. Hedge funds and other institutional investors own 69.55% of the company’s stock.

Johnson & Johnson Stock Down 1.6%

Shares of Johnson & Johnson stock opened at $266.10 on Wednesday. The company has a quick ratio of 0.74, a current ratio of 1.02 and a debt-to-equity ratio of 0.44. The company has a market cap of $640.59 billion, a P/E ratio of 40.32, a PEG ratio of 2.67 and a beta of 0.22. The firm’s 50 day moving average price is $265.60 and its 200-day moving average price is $247.46. Johnson & Johnson has a 52-week low of $185.12 and a 52-week high of $282.02.

Johnson & Johnson (NYSE:JNJ) last posted its earnings results on Tuesday, October 13th. The company reported $2.59 EPS for the quarter, beating 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 net margin of 16.20% and a return on equity of 31.64%. Johnson & Johnson’s revenue for the quarter was up 5.9% compared to the same quarter last year. During the same quarter in the prior year, the company posted $2.80 earnings per share. Johnson & Johnson has set its FY 2026 guidance at 11.050-11.150 EPS. On average, sell-side analysts predict that Johnson & Johnson will post 11.12 EPS for the current fiscal year.

Johnson & Johnson Announces Dividend

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

Insider Buying and Selling at Johnson & Johnson

In other news, EVP Jennifer L. Taubert sold 15,000 shares of the company’s stock in a transaction dated 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 transaction, 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 transaction was disclosed in a legal filing with the SEC, which is available through this hyperlink. Also, EVP Elizabeth Forminard sold 15,918 shares of the stock in a transaction that occurred on Thursday, August 6th. The shares were sold at an average price of $257.00, for a total transaction of $4,090,926.00. Following the completion of the transaction, the executive vice president directly owned 16,994 shares of the company’s stock, valued at $4,367,458. The trade was a 48.37% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Over the last ninety days, insiders sold 64,515 shares of company stock worth $17,271,766. 0.16% of the stock is owned by insiders.

Analyst Ratings Changes

Several research analysts recently commented on JNJ shares. The Goldman Sachs Group reiterated a “buy” rating and issued a $282.00 price target on shares of Johnson & Johnson in a research report on Thursday, July 16th. HSBC upped their target price on shares of Johnson & Johnson from $290.00 to $320.00 and gave the stock a “buy” rating in a research note on Thursday, September 10th. Weiss Ratings lowered Johnson & Johnson from a “buy (b+)” rating to a “buy (b-)” rating in a research note on Friday, October 23rd. Wall Street Zen lowered Johnson & Johnson from a “buy” rating to a “hold” rating in a report on Saturday, August 1st. Finally, Wells Fargo & Company increased their target price on Johnson & Johnson from $275.00 to $287.00 and gave the company an “overweight” rating in a research report on Friday, October 16th. 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 company. According to MarketBeat, the stock presently has a consensus rating of “Moderate Buy” and an average price target of $275.92.

Key Johnson & Johnson News

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

• Positive Sentiment: New real-world and observational analyses presented at TCT 2026 linked Impella-supported high-risk coronary procedures with lower mortality than prior study benchmarks; one report also cited a 94% procedural success rate. The findings could bolster the case for the heart-pump business, though further evidence, including the ongoing PROTECT IV trial, remains important. Article: Johnson & Johnson reports 94% success rate in trial of coronary artery device
• Neutral Sentiment: Pomerantz LLP said it is investigating claims on behalf of J&J investors, but its alert provides no details about the claims or any legal action. The announcement alone does not establish wrongdoing or the likely financial impact. Article: Pomerantz Law Firm investigates claims on behalf of investors of Johnson & Johnson
• Negative Sentiment: The investor investigation is a potential source of uncertainty and could weigh on sentiment if it develops into substantive litigation or reveals material allegations. Article: Pomerantz Law Firm investigates claims on behalf of investors of Johnson & Johnson

About Johnson & Johnson

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.