Canoe Financial LP has added 434,743 shares of $JNJ to their portfolio, per a new SEC 13F filing. This disclosure reflects the funds' holdings for the 12-31-2025 report period. You can see the fund's full portfolio on Quiver Quantitative, and also track the largest institutional owners of $JNJ.
JOHNSON & JOHNSON Hedge Fund Activity
We have seen 1,907 institutional investors add shares of JOHNSON & JOHNSON stock to their portfolio, and 1,908 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- UBS AM, A DISTINCT BUSINESS UNIT OF UBS ASSET MANAGEMENT AMERICAS LLC added 12,124,049 shares (+61.6%) to their portfolio in Q3 2025, for an estimated $2,248,041,165
- GQG PARTNERS LLC added 5,988,242 shares (+12137.4%) to their portfolio in Q3 2025, for an estimated $1,110,339,831
- GEODE CAPITAL MANAGEMENT, LLC removed 4,394,021 shares (-7.2%) from their portfolio in Q3 2025, for an estimated $814,739,373
- BLACKROCK, INC. added 3,411,739 shares (+1.7%) to their portfolio in Q3 2025, for an estimated $632,604,645
- FLOSSBACH VON STORCH SE removed 3,347,823 shares (-52.8%) from their portfolio in Q3 2025, for an estimated $620,753,340
- CAPITAL INTERNATIONAL INVESTORS added 3,266,354 shares (+545.6%) to their portfolio in Q3 2025, for an estimated $605,647,358
- ASSENAGON ASSET MANAGEMENT S.A. removed 3,071,786 shares (-69.2%) from their portfolio in Q4 2025, for an estimated $635,706,112
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard.
JOHNSON & JOHNSON Insider Trading Activity
JOHNSON & JOHNSON insiders have traded $JNJ stock on the open market 6 times in the past 6 months. Of those trades, 1 have been purchases and 5 have been sales.
Here’s a breakdown of recent trading of $JNJ stock by insiders over the last 6 months:
- JOAQUIN DUATO (CEO and Chairman of the Board) sold 125,824 shares for an estimated $22,548,654
- JENNIFER L TAUBERT (EVP, WWC. Innovative Medicine) sold 56,471 shares for an estimated $10,040,882
- JOHN C REED (EVP, Innovative Medicine, R&D) has made 0 purchases and 2 sales selling 40,858 shares for an estimated $7,315,622.
- JOSEPH J WOLK (Exec VP, CFO) sold 16,820 shares for an estimated $2,975,570
- JOHN G MORIKIS purchased 1,250 shares for an estimated $257,687
To track insider transactions, check out Quiver Quantitative's insider trading dashboard.
JOHNSON & JOHNSON Government Contracts
We have seen $28,148,830 of award payments to $JNJ over the last year.
Here are some of the awards which we have have seen pay out the most over the last year:
- 4569579217!4.5MM LCP PROXIMAL FEMUR: $471,086
- 4568561541!6.5MM/7.3MM CANNULATED SCREW INSTRUMENT: $270,118
- 4568528079!2.7MM/3.5MM VA-LCP ELBOW: $241,322
- 4568544902!SET INSTRMNT IMPLNT 1S: $236,585
- 4567327302!MATRIXORTHOGNATHIC PLATING: $231,995
To track government contracts to publicy traded companies, check out Quiver Quantitative's government contracts dashboard.
JOHNSON & JOHNSON Congressional Stock Trading
Members of Congress have traded $JNJ stock 14 times in the past 6 months. Of those trades, 4 have been purchases and 10 have been sales.
Here’s a breakdown of recent trading of $JNJ stock by members of Congress over the last 6 months:
- REPRESENTATIVE LLOYD DOGGETT purchased up to $15,000 on 12/09.
- REPRESENTATIVE THOMAS H. KEAN, JR. has traded it 2 times. They made 0 purchases and 2 sales worth up to $100,000 on 11/20, 07/31.
- REPRESENTATIVE JULIE JOHNSON has traded it 2 times. They made 0 purchases and 2 sales worth up to $30,000 on 11/13, 08/14.
- REPRESENTATIVE RICHARD MCCORMICK purchased up to $15,000 on 11/05.
- REPRESENTATIVE LISA C. MCCLAIN has traded it 4 times. They made 2 purchases worth up to $30,000 on 10/30, 08/04 and 2 sales worth up to $30,000 on 10/31, 10/30.
- REPRESENTATIVE JARED MOSKOWITZ has traded it 2 times. They made 0 purchases and 2 sales worth up to $30,000 on 10/10.
- REPRESENTATIVE VAL T. HOYLE sold up to $15,000 on 09/23.
- REPRESENTATIVE KELLY MORRISON sold up to $15,000 on 08/19.
To track congressional stock trading, check out Quiver Quantitative's congressional trading dashboard.
JOHNSON & JOHNSON Analyst Ratings
Wall Street analysts have issued reports on $JNJ in the last several months. We have seen 5 firms issue buy ratings on the stock, and 0 firms issue sell ratings.
Here are some recent analyst ratings:
- Goldman Sachs issued a "Buy" rating on 12/19/2025
- Guggenheim issued a "Buy" rating on 12/05/2025
- UBS issued a "Buy" rating on 10/14/2025
- Citigroup issued a "Buy" rating on 10/07/2025
- Wells Fargo issued a "Overweight" rating on 10/03/2025
To track analyst ratings and price targets for JOHNSON & JOHNSON, check out Quiver Quantitative's $JNJ forecast page.
JOHNSON & JOHNSON Price Targets
Multiple analysts have issued price targets for $JNJ recently. We have seen 14 analysts offer price targets for $JNJ in the last 6 months, with a median target of $213.0.
Here are some recent targets:
- Lee Hambright from Bernstein set a target price of $208.0 on 01/09/2026
- Matt Miksic from Barclays set a target price of $217.0 on 12/30/2025
- Asad Haider from Goldman Sachs set a target price of $240.0 on 12/19/2025
- Tim Anderson from B of A Securities set a target price of $220.0 on 12/15/2025
- Terence Flynn from Morgan Stanley set a target price of $197.0 on 12/12/2025
- Shagun Singh from RBC Capital set a target price of $230.0 on 12/11/2025
- Joanne Wuensch from Citigroup set a target price of $232.0 on 12/11/2025
Note that there may be inaccuracies in these estimates due to filing errors by the funds, parsing errors by us, or other anomalies.
Check out Quiver Quantitative's $JNJ ticker page for more data.
