Recent Stock Surge: Johnson & Johnson has seen a notable uptick in its stock price recently, with discussions on social media highlighting a jump near 52-week highs. Many are pointing to recent FDA approvals and promising oncology data as key drivers behind this momentum. The buzz reflects optimism about the company’s future in healthcare innovation.
Institutional Moves: Social media chatter also focuses on institutional investors raising stakes in the company, which some interpret as a vote of confidence. Posts note this could signal potential positive shifts in stock sentiment. However, there are mixed views on whether this fully justifies the recent 45.8% surge projected for 2025.
Talc Lawsuit Fallout: A recent jury order for the company to pay $40 million in a talc-related trial has sparked heated discussions online. Some express concern over ongoing legal challenges, while others debate the long-term impact on investor trust. The topic remains a contentious point among followers of the stock.
Note: This discussion summary was generated from an AI condensation of post data.
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 Revenue
Johnson & Johnson had revenues of $24B in Q3 2025. This is an increase of 6.77% from the same period in the prior year.
You can track JNJ financials on Quiver Quantitative's JNJ stock page.
Johnson & Johnson Congressional Stock Trading
Members of Congress have traded $JNJ stock 15 times in the past 6 months. Of those trades, 4 have been purchases and 11 have been sales.
Here’s a breakdown of recent trading of $JNJ stock by members of Congress over the last 6 months:
- 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 6 times. They made 3 purchases worth up to $45,000 on 10/30, 08/04, 06/17 and 3 sales worth up to $45,000 on 10/31, 10/30, 06/24.
- 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.
- REPRESENTATIVE THOMAS H. KEAN, JR. sold up to $50,000 on 07/31.
- REPRESENTATIVE SCOTT FRANKLIN sold up to $50,000 on 06/16.
To track congressional stock trading, check out Quiver Quantitative's congressional trading dashboard.
Johnson & Johnson Hedge Fund Activity
We have seen 1,954 institutional investors add shares of Johnson & Johnson stock to their portfolio, and 2,029 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
- PACER ADVISORS, INC. removed 2,632,092 shares (-84.2%) from their portfolio in Q3 2025, for an estimated $488,042,498
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard.
Johnson & Johnson Government Contracts
We have seen $28,617,863 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:
- 4566846440!TRILEAP MODULAR 1ST MTP SYSTEM: $506,953
- 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 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:
- 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
- RBC Capital issued a "Outperform" rating on 07/17/2025
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 $206.5.
Here are some recent targets:
- Terence Flynn from Morgan Stanley set a target price of $197.0 on 12/12/2025
- Joanne Wuensch from Citigroup set a target price of $232.0 on 12/11/2025
- Shagun Singh from RBC Capital set a target price of $230.0 on 12/11/2025
- Vamil Divan from Guggenheim set a target price of $227.0 on 12/05/2025
- Matt Miksic from Barclays set a target price of $197.0 on 12/02/2025
- Ilya Zubkov from Freedom Capital Markets set a target price of $190.0 on 10/22/2025
- Rick Wise from Stifel set a target price of $190.0 on 10/15/2025
This article is not financial advice. See Quiver Quantitative's disclaimers for more information. Note that there may be inaccuracies due to mistakes in ticker-mapping, and other anomalies.
