NTV Asset Management 13F: Adds $1.1M to JNJ Stake

NTV Asset Management raised its stake in Johnson & Johnson JNJ during the quarter, according to a Form 13F filing submitted to the Securities and Exchange Commission on October 23, 2026.

JNJ Johnson & Johnson

$263.81 ▲ +29.27% year to date

1M 3M YTD

Daily close · Oct 23, 2026

What Changed in NTV Asset Management's Johnson & Johnson Position

The fund added 4,128 shares to its portfolio, representing a 12.5% increase from the prior period. That brought NTV Asset Management's total holding to 37,037 shares, with a reported value of $9,805,197 at the time of the report.

Other Institutional Activity in Johnson & Johnson

Other large investors adjusted their positions in the healthcare stock as well. Wilmington Savings Fund Society, FSB trimmed its holdings by 32,098 shares, ending with 316,845 shares worth about $83,881,545. Capital Investment Advisors reduced its stake by 15,883 shares to finish with 398,735 shares valued at about $105,561,063. Meanwhile, BSN Capital Partners bought 282,000 shares worth about $75,905,940, and State Farm Mutual Automobile Insurance Co kept its massive stake unchanged at 31,590,952 shares valued around $8,334,008,969.

Johnson & Johnson Stock Up 2.4%

Johnson & Johnson shares closed at $263.81 on the filing date, October 23, 2026, and recently traded around $263.85. The stock trades below its 50-day moving average of $265.17 but remains well above its 200-day moving average of $245.19.

Recent Earnings

The company generated $99.3 billion in trailing twelve-month revenue alongside basic earnings of $6.59 per share. The firm's next quarterly financial report is scheduled for release on January 26, 2027.

Dividend

Johnson & Johnson distributes an annual dividend rate of $5.36 per share, translating to a dividend yield of 2.0%. The payout is supported by a dividend payout ratio of 80.1%.

Insider Buying and Selling at Johnson & Johnson

Company insiders executed several stock sales in the months leading up to the filing. Chief Executive Officer Joaquin Boix Duato disposed of 123,291 shares worth $32,199,927 on August 13, 2026. Other officers including Elizabeth Forminard, Jennifer L Taubert, and Timothy Schmid also completed sales during August and September 2026.

Analysts Set New Price Targets

Analyst firms updated their views on the stock ahead of the filing. Leerink Partners maintained its Outperform rating with a target of $272.00 on October 14, 2026. Wells Fargo and RBC Capital also kept favorable ratings while adjusting their targets. Overall, the stock carries a consensus buy recommendation from 22 analysts with a mean price target of $279.41.

About Johnson & Johnson

Johnson & Johnson operates as a healthcare giant focused on research, development, and manufacturing across pharmaceuticals and medical technology. Its broad portfolio includes innovative medicines and advanced medical devices used worldwide.

Bottom Line

Institutional interest in Johnson & Johnson remains active as investors weigh the company's steady healthcare offerings against market valuations. Observers will look toward the next earnings release on January 26, 2027, for further insight into the drug manufacturer's performance.