Indivisible Partners 13F: Adds $4.5M to JNJ Stake
Key Points
- Indivisible Partners raised its position in Johnson & Johnson by 16,932 shares, now holding 42,233 shares worth approximately $11.2 million.
- The fund's reported value for this position is $433.6 million, representing a 2.58% weight in its portfolio.
- Johnson & Johnson's stock recently traded around $268.78, which is about 0.9% above its closing price of $266.30 on the event date.
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Indivisible Partners boosted its stake in Johnson & Johnson (JNJ) by 16,932 shares, bringing its total holdings to 42,233 shares. This increase, reported in a filing on October 26, 2026, adds about $4.5 million in value to the fund's investment, totaling approximately $11.2 million.
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Indivisible Partners vs. the S&P 500
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Where Johnson & Johnson Fits in Indivisible Partners' Portfolio
This position now accounts for 2.58% of Indivisible Partners' total reported value of $433.6 million, ranking 16th among the fund's 745 holdings.
Other Institutional Activity in Johnson & Johnson
Several other funds also adjusted their positions in Johnson & Johnson recently. J. Safra Sarasin Holding trimmed its holdings by 42,490 shares, ending with 414,478 shares worth about $103.5 million. Conversely, Tokio Marine Asset Management added 3,464 shares, bringing its total to 91,365 shares valued at roughly $24.2 million. Miller Howard Investments decreased its stake by 86,267 shares, now holding 317,257 shares valued at about $83.9 million.
Johnson & Johnson Stock Up 1.9%
As of October 28, 2026, Johnson & Johnson shares were recently trading at $268.78, which is about 0.9% above the closing price of $266.30 on October 26, the date of Indivisible Partners' filing. The stock is currently above its 50-day moving average by 1.3% and its 200-day average by 9.4%.
Recent Earnings
In its latest earnings report, Johnson & Johnson posted a trailing twelve-month revenue of approximately $99.3 billion. The company reported an EPS of $6.59, with a net margin of 16.2%. The next earnings report is scheduled for January 26, 2027.
Dividend
Johnson & Johnson pays an annual dividend rate of $5.36 per share, yielding about 2.01%. The company has a dividend payout ratio of 80.1%.
Analysts Set New Price Targets
On October 14, 2026, multiple firms maintained their ratings on Johnson & Johnson. Leerink Partners kept an Outperform rating with a price target of $272.00, while Wells Fargo also maintained an Overweight rating with a target of $275.00. RBC Capital held its Outperform rating with a target of $280.00. The consensus recommendation for the stock is a "buy" with a mean price target of $279.41 from 22 analysts.
About Johnson & Johnson
Johnson & Johnson is a global healthcare company based in New Brunswick, NJ. It develops and sells a wide range of healthcare products, including pharmaceuticals and medical devices. This stake increase by Indivisible Partners could indicate growing confidence in the company's future performance.
Bottom Line
Investors should keep an eye on Johnson & Johnson's upcoming earnings report on January 26, 2027, and watch for further 13F filings from institutional investors. Indivisible Partners' recent filing suggests they see potential in JNJ, especially given its current market position.
Related Filing Alerts
Source: Indivisible Partners's 13F filing on $JNJ (Oct 26, 2026). 13F filings show holdings as of the end of the reporting quarter and may not reflect the fund's current position. Written by software, not financial advice. How we make alerts