Director at $JNJ purchases 1,250 shares in insider transaction

John G Morikis, a director at the company JNJ, recently acquired 1,250 shares of the company on November 26, 2025, at an approximate cost of $257,687. This purchase was revealed through data obtained from a recent SEC filing by Quiver Quantitative. The transaction led to a significant increase in Morikis’s ownership of this class of stock by approximately 209.0%, bringing his total holdings to 1,848 shares within the company.

The insider trading activity within JNJ has been quite active in the past six months, with six trades being conducted by insiders. Among these transactions, one was a purchase, while the remaining five were sales. Notably, various key figures within the company engaged in these trades. For instance, Joaquin Duato, the CEO, and Chairman of the Board, sold 125,824 shares for an estimated amount of $22,548,654. Similarly, Jennifer L Taubert, EVP of WWC Innovative Medicine, sold 56,471 shares totaling $10,040,882. John C Reed, EVP of Innovative Medicine, R&D, executed two sales amounting to 40,858 shares, and Joseph J Wolk, Exec VP, CFO, sold 16,820 shares. In contrast, John G Morikis purchased 1,250 shares as mentioned earlier.

In terms of hedge fund activity, a substantial number of institutional investors have been actively trading JNJ stock, with 1,953 entities adding more shares to their portfolios and 2,024 reducing their positions in the most recent quarter. These actions have led to notable changes in their investment positions. For example, UBS AM saw an increase of 12,124,049 shares (+61.6%) in its portfolio, while GQG Partners LLC added 5,988,242 shares (+12137.4%). On the other hand, Geode Capital Management, LLC removed 4,394,021 shares (-7.2%) from its portfolio. Additionally, Blackrock, Inc. made an addition of 3,411,739 shares (+1.7%), and Flossbach Von Storch SE removed 3,347,823 shares (-52.8%) from its holdings.

Noteworthy is the fact that members of Congress have also been actively involved in trading JNJ stock, with 15 trades executed in the past six months. These trades included four purchases and eleven sales by various representatives. For example, Representative Lisa C. McClain engaged in six transactions, divided between purchases and sales. Representative Jared Moskowitz had two sales, while other representatives like Val T. Hoyle, Kelly Morrison, Julie Johnson, Thomas H. Kean Jr., Scott Franklin, Pete Sessions, and Lloyd Doggett also participated in selling or buying shares.

Analyst reports on JNJ have been positive, with four firms issuing buy ratings for the stock in recent months. No sell ratings have been reported. Some of the recent analyst ratings include “Buy” ratings from UBS, Citigroup, Wells Fargo, and an “Outperform” rating from RBC Capital. Moreover, multiple analysts have provided price targets for JNJ stock within the last six months, with a median target of $202.0. These targets have been set by analysts from various firms like Freedom Capital Markets, Morgan Stanley, B of A Securities, Raymond James, Stifel, Citigroup, and UBS.